2025-11-20T23:01:32-05:00 2024-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2024-05-01 996465957 SCOTT A BOMAN FOUNDATION SCOT 3523832140 P O BOX 1406 MOUNT DORA FL 327561406 JOHN PEASE PRES OF TRUST TRUSTEE 3523832140 2025-11-20 true true KELLY NEUGEBAUER P01285591 6142211000 2025-11-20 2024 2025-03-06 01:10:19Z X X 4957768 4979295 9689 9689 329280 4220079 329280 0 5318264 338969 3042 761 2282 0 0 0 0 0 0 0 0 338 338 0 0 0 0 0 0 0 3380 1099 0 2282 58926 58926 62306 1099 0 61208 5255958 337870 0 1 1 2540341 2540341 0 0 0 0 2624516 2503965 0 -94766 -86539 0 5070092 4957768 0 X 0 5070092 0 5070092 0 5070092 0 5255958 2 5255960 185868 5070092 7000. AT&T COM 2021-05-20 2024-12-06 166106 114669 51437 51437 1000. BRISTOL MYERS SQUIBB 2021-05-20 2024-12-06 58988 65864 -6876 -6876 7000. DUKE ENERGY NEW COM 2021-05-20 2024-12-06 784903 649653 135250 135250 19845.275 FIDELITY ASSET MANAGER 50% 2021-05-20 2024-12-06 429452 370114 59338 59338 3000. LUMEN TECHNOLOGIES INC 2021-05-20 2024-12-06 20344 7020 13324 13324 634. MERCK & CO NEW COM 2021-05-20 2024-12-06 65460 73179 -7719 -7719 1. NRG ENERGY, INC. COM NEW 2021-05-20 2024-12-06 99 34 65 65 27669. NEXTERA ENERGY COM 2021-05-20 2024-12-06 2072820 2074276 -1456 -1456 100. ORGANON & CO 2021-05-20 2024-12-06 1507 2061 -554 -554 7000. SOUTHERN COM 2021-05-20 2024-12-06 591593 499546 92047 92047 1693. WARNER BROS DISCOVERY INC COM SER A 2021-05-20 2024-12-06 17863 20697 -2834 -2834 10. ZIMVIE INC COM 2021-05-20 2024-12-06 140 109 31 31 100. ZIMMER BIOMET HOLDINGS, INC. 2021-05-20 2024-12-06 10804 13577 -2773 -2773 329280 4696 0 4696 0 4696 0 4696 4696 X 208 208 0 0 false false false false false false false true true FL true false false false false true FIRST NATIONAL BANK OF MT DORA 3523832140 714 DONNELLY STREET MT DORA FL 32757 false false false false true false false false false false false false false false false false false false false false false false FIRST NATL BANK MT DORA PO BOX 1406 MOUNT DORA FL 32756 TRUSTEE 1 3042 NONE 0 NONE 0 2825945 758294 0 3584239 0 0 3584239 53764 3530475 118489 118489 4696 4696 113793 0 113793 0 113793 61208 0 0 0 0 61208 113793 0 0 0 0 0 0 0 0 61208 0 0 0 61208 0 0 0 0 0 0 0 0 52585 0 0 0 0 0 0 0 0 X WESTMINSTER WINTER PARK FKA WINTER PARK TOWERS 1111 S LAKEMONT AVENUE WINTER PARK FL 32792 PC PROVIDE ACCOMMODATIONS TO 19642 FIRST BAPTIST CHURCH WINTER PARK ATTN LISA GARDNER-BOWMAN 1021 N NEW YORK AVE WINTER PARK FL 32789 PC LOCAL MINISTRY SUPPORT 19642 CATHEDRAL OF ST AUGUSTINE 35 TREASURY STREET ST AUGUSTINE FL 32804 PC LOCAL MINISTRY SUPPORT 19642 58926 14 9689 18 329280 338969 338969 false false false false false false false false false false X X 1 SCOTT BOMAN REV TRUST PO BOX 1406 C/O FNBMD MOUNT DORA FL 327561406 567880 X 2 SCOTT BOMAN REV TRFIDELITY SECS PO BOX 1406 ATTN FNBMD MOUNT DORA FL 327561406 3957858 X X 3 SCOTT BOMAN REV TRFIDELITY CASH PO BOX 1406 ATTN FNBMD MOUNT DORA FL 327561406 453557 X 2 MARKETABLE SECURITIES 3957858 2024-11-26 FIRST NATL BANK MT DORA TRUSTEE FEE ACCENTURE PLC 25383 24625 AMAZON.COM INC 25650 25010 HOME DEPOT COM 38341 34620 MCDONALDS COM 25246 24351 O'REILLY AUTOMOTIVE INC 25133 23716 TJX COS NEW COM 50690 48445 COSTCO WHOLESALE CORP 50641 46730 PROCTOR & GAMBLE COM 50143 48116 WAL-MART STORES COM 50790 47886 EXXON MOBIL COM 50151 47331 VALERO ENERGY COM 37098 34816 BANK OF MONTREAL 26017 24554 INTERCONTINENTAL EXCHANGE INC 25137 23991 JPMORGAN CHASE COM 25392 24690 MARSH & MCLENNAN COMPANIES 49893 46943 PROGRRESSIVE CORP COM 49094 46245 S&P GLOBAL INC 50567 48807 TORONTO-DOMINION BANK 24822 25449 VISA CLASS A COM 25528 25915 ABBVIE 75132 76411 HCA HOLDINGS INC 24995 23712 JOHNSON & JOHNSON COM 25167 24441 LABCORP HOLDINGS INC COM SHS 24946 24537 LILLY ELI COM 50634 47092 MERCK & CO NEW COM 42246 36410 UNITED HEALTH GROUP COM 24252 22258 VERTEX PHARMACEUTICALS INC 63243 55170 DEERE & CO COM 37254 35591 HONEYWELL INTL COM 25330 25300 ILLINOIS TOOL WKS COM 25302 23328 LOCKHEED MARTIN COM 25091 23811 NORFOLK SOUTHERN COM 25052 22531 PACCAR INC COM 24925 22364 THOMSON REUTERS CORP COM 25476 23897 UNITED PARCEL SERVICE INC 24922 24968 WASTE MANAGEMENT 25200 22802 CHECKPOINT SOFTWARE TECH CO 24965 25018 ADOBE INC 77731 62700 ALPHABET INC CAP STK CL C 38224 41325 APPLE COM 88267 90902 APPLIED MATERIALS COM 63292 59685 BROADCOM INC COMMON 93274 120093 LD HARRIS TECH INC COM 37354 33435 MICROSOFT COM 75788 72077 MOTOROLA SOLUTIONS 87112 82277 NVIDIA CORPORATION 49656 46733 TEXAS INSTRUMENTS COM 75683 73504 LINDE PLC COM EUR0.001 50690 47310 SHERWIN WILLIAMS COM 50652 44531 COMCAST 50644 44248 ELECTRONIC ARTS, INC 38181 33503 FACEBOOK 51736 48597 T MOBILE US INC 88384 79904 CONSTELLATION ENERGY CORP COM 24933 22147 NEXTERA ENERGY COM 24814 23729 PUBLIC SERVICE ENTERPRISE GRP 24789 23319 LENNAR CORP 25084 20865 PUBLIC STORAGE COM 37917 34136 ETF SPDR S&P 500 TRUST 94766 94945 JPMORGAN EMERGING MKTS EQUITY 75698 72123 PENDING TRADES -94766 -94766 ACCRUED INCOME 0 8227 MUTUAL FUND PULLBACKS 6844 PY INC DISTRIBS BY ESTATE 179024 ROUNDING 2 SCOTT BOMAN REV TRUST PO BOX 1406 C/O FNBMD MOUNT DORA FL 327561406 SCOTT BOMAN REV TRFIDELITY SECS PO BOX 1406 ATTN FNBMD MOUNT DORA FL 327561406 SCOTT BOMAN REV TRFIDELITY CASH PO BOX 1406 ATTN FNBMD MOUNT DORA FL 327561406 FOREIGN TAXES ON QUALIFIED FOR 338 338 0