2025-11-10T09:23:14-05:00 2024-12-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2024-01-01 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 2025-11-10 true true THOMAS J CAMPION JR P00027851 5706221811 2025-11-08 2024 2025-03-06 01:10:19Z X 359588 X 7250 X 289 289 9884 9884 11309 11309 11309 21 21 28753 21482 21 1540 1540 1227 276 45 253 205 3296 250 1540 14555 14555 17851 250 16095 10902 21232 21 12894 3769 3769 3175 12553 12553 327924 338573 343266 343993 354895 359588 0 X 343993 354895 343993 354895 343993 354895 343993 10902 354895 354895 11309 295 295 295 295 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 333658 19087 0 352745 352745 5291 347454 17373 17373 295 295 17078 17078 17078 16095 16095 17078 14357 16095 14357 1738 15340 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 HOSE CO 2 OF POTTSVILLE 323 W NORWEGIAN ST POTTSVILLE PA 17901 N/A FIRE COMPANY FOR ASSISTANCE WITH FIREFIGHTING 800 AVENUES 2 PARK STREET POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE TO THE DISABLED 400 BREAKTHROUGH T1D 8601 CYPRESS LAKES DR A304 RALEIGH NC 27615 N/A 501(C)(3) FOR ASSISTANCE WITH DIABETES 250 CHARLES BABER CEMETERY TRUST 200 S SECOND ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 100 FRANKLIN & MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 17604 N/A SCHOOL FOR ASSISTANCE WITH EDUCATION 1000 HERSHEY THEATRE GUILD 15 E CARACAS AVE HERSHEY PA 17033 N/A 501(C)(3) FOR ASSISTANCE WITH THE ARTS 750 INTERNATIONAL REFUGE CHURCH 101 N SECOND ST MINERSVILLE PA 17954 N/A CHURCH FOR ASSISTANCE WITH RELIGION 1800 LASTING LEGACY FOR POTTSVILLE 401 N CENRE ST POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 100 MAKE-A-WISH FOUNDATION 707 GRANT ST 37TH FL PITTSBURGH PA 152191938 N/A 501(C)(3) PUBLIC CHARITY 150 MID PENN LEGAL SERVICES 315 N CENTRE ST STE 201 POTTSVILLE PA 17901 N/A 501(C)(3) FOR LEGAL ASSISTANCE FOR THE NEEDY 250 MINERSVILLE AREA FOOD DRIVE COMMITTEE 529 LYLE STREET MINERSVILLE PA 17954 N/A 501(C)(3) FOR ASSISTANCE TO THE NEEDY 400 NATIVITY BVM HIGH SCHOOL LAWTONS HILL POTTSVILLE PA 17901 N/A SCHOOL FOR ASSISTANCE WITH EDUCATION 100 OHEB ZEDECK SYNAGOGUE CENTER 2400 WEST END AVE POTTSVILLE PA 17901 N/A CHURCH FOR ASSISTANCE WITH RELIGION 250 PADCO 500 PROGRESS AVE POTTSVILLE PA 17901 N/A COMMUNITY FOR ASSISTANCE WITH COMMUNITY EVENTS 500 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 1245 PSP CAMP CADET TROOP L 31 ELEANOR AVENUE FRACKVILLE PA 17931 N/A 501(C)(3) FOR ASSISTANCE TO CHILDREN 500 RYE FREE READING ROOM 1061 BOSTON POST RD RYE NY 10580 N/A 501(C)(3) FOR ASSITANCE WITH EDUCATION 50 SCHUYLKILL AREA COMMUNITY FOUNDATIO 216 SOUTH CENTRE STREET POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 700 SCHUYLKILL CHAMBER FOUNDATION UNION STATION POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 800 SCHUYLKILL EMS 320 N 9TH ST POTTSVILLE PA 17901 N/A 501(C)(3) AMBULANCE SERVICES 100 SCHUYLKILL HOPE CENTER PO BOX 96 POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 350 SCHUYLKILL UNITED WAY 9 N CENTRE ST POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 1000 SCHUYLKILL YMCA NORTH CENTRE STREET POTTSVILLE PA 17901 N/A 501(C)(3) PUBLIC CHARITY 1160 SOL LIPTON SCHOLARSHIP FOUNDATION 316 N CENTRE ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 200 ST PAUL ORTHODOX CHURCH 2425 RIVER RD NAPLES FL 34120 N/A CHURCH FOR ASSISTANCE WITH RELIGION 50 THE LEAGUE CLUB PO BOX 413005-203 NAPLES FL 34101 N/A 501(C)(3) PUBLIC CHARITY 250 TREMONT FREE PUBLIC LIBRARY 19 N PINE ST TREMONT PA 17981 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION/BOOKS 50 WALK-IN ART CENTER 220 PARKWAY SCHUYLKILL HAVEN PA 17972 N/A 501(C)(3) FOR ASSISTANCE WITH THE ARTS 300 WVIA PO BOX 840 PITTSTON PA 18640 N/A 501(C)(3) FOR ASSISTANCE WITH EDUCATION 100 WVU FOUNDATION ONE WATER FRONT PLACE PO BOX 1650 MORGANTOWN WV 265079939 N/A SCHOOL FOR ASSITANCE WITH EDUCATION 500 YORKVILLE FIRE & HOSE CO INC 1972 W NORWEGIAN ST POTTSVILLE PA 17901 N/A 501(C)(3) FOR ASSISTANCE WITH FIREFIGHTING 200 14555 14 289 14 9884 14 11309 MISCELLANEOUS 21 21482 21 21503 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 1540 1540 LPL FINANCIAL DELAWARE IVY CORP BOND CL A 27094 22103 DELAWARE IVY BALANCED CL A 19190 19024 DELAWARE IVY INTL CORE EQUITY CL A 6100 8302 DELAWARE IVY WILSHIRE GL ALL CL A 9463 9955 DELAWARE IVY CORE EQUITY CL A 48543 53070 DELAWARE IVY HIGH INCOME CL A 51022 40892 DELAWARE IVY SMALL CAP GROWTH CL A 25964 21357 DELAWARE IVY SCIENCE & TECH CL A 31621 30045 MID PENN BANK TRUST DEPT. FEDERATED FLOATING RATE STRAT INC 8000 7076 FEDERATED STRATEGIC VALUE FD FEDERATED TOTAL RETURN BOND FD IS 23309 20107 ISHARES CORE MSCI EMERGING MKTS 6022 5222 PRINCIPAL PREFERRED SEC INST 3500 3285 SPDR FINANCIAL SELECT SECTOR 5438 9666 SPDR SERIES TRUST S&P 500 GROWTH 7578 8790 T. ROWE PRICE DIVIDEND GROWTH 6500 10811 T. ROWE PRICE MID CAP GROWTH 5000 5722 DISCOVER BANKD CD 3/29/23 5.05% 5000 5009 VANGUARD HIGH DIVIDEND YIELD INDEX 10000 14676 VANGUARD MID-CAP VALUE IND ADM 3000 4237 VANGUARD SHORT-TERM CORP BD IDX AD 15000 14635 VANGUARD SMALL-CAP VALUE INDEX FD 5000 7412 VANGUARD STAR FUND VANGUARD TOTAL INTL STOCK INDEX FD 11000 11540 VANGUARD TOTAL STOCK MKT IND FD 5000 10101 ACCRUED INCOME 229 229 EXPENSES BANK SERVICE CHARGES 48 MISCELLANEOUS PUBLICLY TRADED SECURITIES 205 205 MISCELLANEOUS 21 21 MID PENN BANK - INVESTMENT FEES 1227 FEDERAL EXCISE TAX 231 FOREIGN INCOME TAX WITHHELD 45 45