2024-11-06T08:51:14-05:00 2023-12-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2023-01-01 137345617 BEN D SPAGOLIO CHARITABLE TRUST C/O JAMES C BOHORAD TRUSTEE BEND 5706221811 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 JAMES C BOHORAD TRUSTEE 5706221811 2024-11-05 true true THOMAS J CAMPION JR P00027851 5706221811 2024-11-05 2023 2024-10-15 13:58:12Z X 327925 X 7100 X 269 269 8501 8501 8763 8763 8763 418 418 25051 17533 418 770 770 1200 405 66 905 857 3280 923 770 15105 15105 18385 923 15875 6666 16610 418 7056 12894 12894 7043 3175 3175 323228 327924 311856 337327 343993 327925 0 X 337327 343993 337327 343993 337327 343993 337327 6666 343993 343993 8763 231 231 231 231 false false false false false false false true true PA true false false false false true N/A JAMES C BOHORAD 5706221811 PO BOX 1280 POTTSVILLE PA 179017280 false false false false false false false false false false false false false false false false false false false false JAMES C BOHORAD PO BOX 1280 POTTSVILLE PA 179017280 TRUSTEE 1.00 0 0 0 NONE NONE N/A 297836 14000 0 311836 311836 4678 307158 15358 15358 231 231 15127 15127 15127 15875 15875 15127 15105 15875 15105 770 14357 JAMES C BOHORAD TRUSTEE PO BOX 1280 POTTSVILLE PA 179017280 5706221811 LETTER FORM, TO INCLUDE THE PURPOSE FOR WHICH THE FUNDS WILL BE USED NONE NONE AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 752840692 N/A 501(C)(3) PUBLIC CHARITY 100 AVENUES 2 PARK STREET POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE TO THE DISABLED 1600 CHARLES BABER CEMETERY TRUST 200 S SECOND ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 150 CHRIST LUTHERAN CHURCH 212 FAIRVIEW ST TAMAQUA PA 18252 N/A CHURCH FOR ASSISTANCE WITH RELIGION 100 CRIMSON TIDE FOOTBALL CLUB 2064 MAHANTONGO ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH YOUTH SPORTS 240 CRIMSON TIDE FOUNATION 410 LAUREL BLVD POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 100 FUN TIME EARLY CHILDHOOD ACADEMY 102 12TH ST N NAPLES FL 34102 N/A SCHOOL FOR ASSISTANCE WITH EDUCATION 500 GUZ CHARITABLE PROJECT 1811 MAHANTONGO STREET POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 100 HAWK MOUNTAIN SANCTUARY 1700 HAWK MOUNTAIN RD KEMPTON PA 19529 N/A 501(C)(3) FOR ASSISTANCE WITH NATURE 100 HILLSIDE SPCA PO BOX 233 POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE TO ANIMALS 450 JUVENILE DIABETES RESEARCH FOUND 26 BROADWAY NEW YORK NY 10004 N/A 501(C)(3) FOR ASSISTANCE WITH DIABETES RESEARC 200 LADY EAGLES BASKETBALL BOOSTERS 1076 W MARKET ST SCHUYLKILL HAVEN PA 17972 N/A 501(C)(3) FOR ASSISTANCE WITH YOUTH SPORTS 320 MAJESTIC THEATER 209 NORTH CENTRE STREET POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH THE ARTS 405 MAKE-A-WISH FOUNDATION 707 GRANT ST 37TH FL PITTSBURGH PA 152191938 N/A 501(C)(3) PUBLIC CHARITY 1075 MID PENN LEGAL SERVICES 315 N CENTRE ST STE 201 POTTSVILLE PA 17901 N/A 501(C)(3) FOR LEGAL ASSISTANCE FOR THE NEEDY 300 MINERSVILLE AREA FOOD DRIVE COMMITTEE 529 LYLE STREET MINERSVILLE PA 17954 N/A 501(C)(3) FOR ASSISTANCE TO THE NEEDY 400 MINERSVILLE AREA SCHOOL DISTRICT 40 HIGH SCHOOL LANE POTTSVILLE PA 17901 N/A SCHOOL FOR ASSISTANCE WITH EDUCATION 50 MUSCULAR DYSTROPHY ASSOCIATION 1016 W JACKSON BLVD NO 1073 CHICAGO IL 60607 N/A 501(C)(3) PUBLIC CHARITY 200 NAPLES ART INSTITUTE 585 PARK ST NAPLES FL 34102 N/A 501(C)(3) FOR ASSISTANCE WITH THE ARTS 145 OHEB ZEDECK SYNAGOGUE CENTER 2400 WEST END AVE POTTSVILLE PA 17901 N/A CHURCH FOR ASSISTANCE WITH RELIGION 250 ORWIGSBURG FREE PUBLIC LIBRARY 216 W INDEPENDENCE ST ORWIGSBURG PA 17961 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION/BOOKS 50 PHOENIX FIRE COMPANY PO BOX 1245 POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH FIREFIGHTING 100 PLANNED PARENTHOOD 29 N NINTH ST ALLENTOWN PA 18101 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 1000 POTTSVILLE BOYS SOCCER BOOSTERS 16TH ST AND ELK AVE POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH YOUTH SPORTS 250 POTTSVILLE CRIMSON TIDE WRESTLING POTTSVILLE POTTSVILLE PA 17901 N/A YOUTH SPORTS FOR ASSISTANCE WITH YOUTH SPORTS 150 POTTSVILLE FREE PUBLIC LIBRARY 215 W MARKET ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION/BOOKS 1900 PSP CAMP CADET TROOP L 31 ELEANOR AVENUE FRACKVILLE PA 17931 N/A 501(C)(3) FOR ASSISTANCE TO CHILDREN 500 SCHUYLKILL AREA COMMUNITY FOUNDATIO 216 SOUTH CENTRE STREET POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 400 SCHUYLKILL CHAMBER FOUNDATION UNION STATION POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 350 SCHUYLKILL EMS 320 N 9TH ST POTTSVILLE PA 17901 N/A 501(C)(3) AMBULANCE SERVICES 100 SCHUYLKILL UNITED WAY 9 N CENTRE ST POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 20 SCHUYLKILL YMCA NORTH CENTRE STREET POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 1500 SHAW PUBLIC LIBRARY 1 S FRONT ST CLEARFIELD PA 16830 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION/BOOKS 100 SOL LIPTON SCHOLARSHIP FOUNDATION 316 N CENTRE ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 150 ST JOSEPH'S CENTER 2075 W NORWEGIAN ST POTTSVILLE PA 17901 N/A SCHOOL FOR ASSISTANCE WITH EDUCATION 250 ST PATRICK'S ROMAN CATHOLIC CHURCH 319 MAHANTONGO ST POTTSVILLE PA 17901 N/A CHURCH FOR ASSISTANCE WITH RELIGION 650 STRAYS NO MORE PO BOX 114 VALLEY VIEW PA 17983 N/A 501(C)(3) PUBLIC CHARITY 400 WILLIAMS VALLEY YOUTH BASEBALL ASSOCIATION 1 MIDWAY RD TOWER CITY PA 17980 N/A 501(C)(3) FOR ASSISTANCE WITH YOUTH SPORTS 250 WVIA PO BOX 840 PITTSTON PA 18640 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 100 YORKVILLE FIRE & HOSE CO INC 1972 W NORWEGIAN ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH FIREFIGHTING 100 15105 14 269 14 8501 14 8763 MISCELLANEOUS 418 17533 418 17951 3 IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE GOVERNING DOCUMENT, FUNDS ARE INVESTED TO MAINTAIN THE HIGHEST INCOME YIELD POSSIBLE TO PROMOTE GROWTH OF THE ACCOUNT. 4 IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE GOVERNING DOCUMENT, FUNDS ARE INVESTED TO MAINTAIN THE HIGHEST INCOME YIELD POSSIBLE TO PROMOTE GROWTH OF THE ACCOUNT. 8 IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE GOVERNING DOCUMENT, FUNDS ARE INVESTED TO MAINTAIN THE HIGHEST INCOME YIELD POSSIBLE TO PROMOTE GROWTH OF THE ACCOUNT. 11B IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE GOVERNING DOCUMENT, FUNDS ARE INVESTED TO MAINTAIN THE HIGHEST INCOME YIELD POSSIBLE TO PROMOTE GROWTH OF THE ACCOUNT. false false false false false false false false false false MARSHALL,BOHORAD,THORNBURG,PRICE 770 770 LPL FINANCIAL DELAWARE IVY CORP BOND CL A 26118 21571 DELAWARE IVY BALANCED CL A 18841 16446 DELAWARE IVY INTL CORE EQUITY CL A 6100 8008 DELAWARE IVY WILSHIRE GL ALL CL A 9282 9123 DELAWARE IVY CORE EQUITY CL A 42532 42185 DELAWARE IVY HIGH INCOME CL A 48358 38573 DELAWARE IVY SMALL CAP GROWTH CL A 24733 18693 DELAWARE IVY SCIENCE & TECH CL A 26998 22874 MID PENN BANK TRUST DEPT. FEDERATED FLOATING RATE STRAT INC 8000 7108 FEDERATED STRATEGIC VALUE FD 5000 4667 FEDERATED TOTAL RETURN BOND FD IS 23309 20602 ISHARES CORE MSCI EMERGING MKTS 6022 5058 PRINCIPAL PREFERRED SEC INST 3500 3156 SPDR FINANCIAL SELECT SECTOR 5438 7520 T. ROWE PRICE DIVIDEND GROWTH 6500 9960 T. ROWE PRICE MID CAP GROWTH 5000 5734 CREDIT SUISSE AG 6/30/22 4.85% DISCOVER BANKD CD 3/29/23 5.05% 5000 4999 VANGUARD HIGH DIVIDEND YIELD INDEX 10000 12860 VANGUARD MID-CAP VALUE IND ADM 3000 3810 VANGUARD SHORT-TERM CORP BD IDX AD 15000 14497 VANGUARD SMALL-CAP VALUE INDEX FD 5000 6795 VANGUARD STAR FUND 8000 7800 VANGUARD TOTAL INTL STOCK INDEX FD 11000 11318 VANGUARD TOTAL STOCK MKT IND FD 5000 8306 ACCRUED INCOME 193 193 EXPENSES BANK SERVICE CHARGES 48 MISCELLANEOUS PUBLICLY TRADED SECURITIES 857 857 MISCELLANEOUS 418 418 MID PENN BANK - INVESTMENT FEES 1200 FEDERAL EXCISE TAX 339 FOREIGN INCOME TAX WITHHELD 66 66