2025-06-03T09:08:22-04:00 2024-12-31 341903609 SCHROEDEL SCULLIN & BESTIC LLC 196 NORTH BROAD STREET CANFIELD OH 44406 990PF 2024-01-01 922883708 THE SAM AND DONNA BOAK FOUNDATION SAMA 3305337790 6746 LANGSTON RUN CANFIELD OH 44406 SAMUEL G BOAK PRESIDENT 3305337790 2025-06-02 true true NICOLE M RAMSON CPA P01350624 3305331131 2025-06-03 2024 2025-03-06 01:10:19Z X 749270 X 200 X 13096 13096 10271 10271 17724 266861 17724 41291 41091 4680 4680 248 248 7446 7446 12374 7694 4680 15000 15000 27374 7694 19680 13917 33397 286174 50522 50522 150986 184957 187736 104397 117632 145557 44973 114482 114688 111639 245147 250767 698169 712740 749270 1601 2255 1601 2255 X 696568 710485 696568 710485 698169 712740 696568 13917 710485 710485 PUBLICLY TRADED SECURITIES - ST P 230929 215670 15259 15259 PUBLICLY TRADED SECURITIES - LT P 33563 33467 96 96 17724 15259 464 464 464 464 false false false false false false false true true OH true false false false false true N/A SAMUEL G BOAK 3305337790 6746 LANGSTON RUN CANFIELD OH 44406 false false false false false false false false false false false false false false false false false false false false SAMUEL G BOAK 6746 LANGSTON RUN CANFIELD OH 44406 PRESIDENT 0.50 0 0 0 DONNA M BOAK 6746 LANGSTON RUN CANFIELD OH 44406 SECRETARY/TR 0.50 0 0 0 NONE NONE THE TAXPAYER DOES NOT HAVE ANY DIRECT CHARITABLE ACTIVITIES. ALL GRANTS ARE MADE TO OTHER ORGANIZATIONS TO ASSIST THEM IN CONDUCTING THEIR DIRECT CHARITABLE ACTIVITIES. N/A 682268 64618 0 746886 746886 11203 735683 36784 36784 464 464 36320 36320 36320 19680 19680 36320 9755 19680 9755 9925 26395 SAMUEL G AND DONNA M BOAK SAMUEL G BOAK 6746 LANGSTON RUN CANFIELD OH 44406 3305337790 NONE NONE NONE CANFIELD PRESBYTERIAN CHURCH 140 W MAIN STREET CANFIELD OH 44406 501(C)3 OPERATIONS 15000 15000 14 13096 14 10271 18 17724 41091 41091 false false false false false false false false false false ACCOUNTING FEES 4680 4680 BANK OF AMERICA CORP - 25,000, 3.5% 24323 24625 US BANCORP - 25,000, 3.15% 24043 24191 HOME DEPOT - 25,000, 1.50% 21780 22354 PEPSICO - 25,000 23237 22923 PFIZER - 25,000 21099 20595 ALPHABET INC - 39 SHARES 5080 7383 AT&T - 121 SHARES 1800 2755 VERIZON COMMUNICATIONS - 54 SHARES 1746 2159 AMAZON - 15 SHARES 2010 3291 AUTOZONE - 1 SHARE 2842 3202 TJX - 20 SHARES 1721 2416 GENERAL MILLS - 34 SHARES KENVUE - 72 SHARES 1439 1537 KIMBERLY-CLARK - 9 SHARES 1268 1179 PEPSICO - 10 SHARES 1708 1521 TYSON FOODS - 46 SHARES PHILIP MORRIS - 33 SHARES 3150 3972 WALMART - 34 SHARES 1802 3072 CHENIERE ENERGY - 17 SHARES 2629 3653 EOG RES - 17 SHARES 1954 2084 EQT CORP - 55 SHARES 2035 2536 KINDER MORGAN - 140 SHARES 2288 3836 SCHLUMBERGER LTD - 31 SHARES 1648 1189 CBOE GLOBAL MARKETS - 16 SHARES 2420 3126 CITIGROUP - 55 SHARES 2285 3871 CME GROUP - 17 SHARES 3405 3948 JPMORGAN CHASE - 15 SHARES 2146 3596 VISA - 10 SHARES 2335 3160 BIOGEN - 6 SHARES 1021 918 CVS HEALTH CORP - 45 SHARES 3176 2020 GILEAD SCIENCES - 12 SHARES 882 1108 JOHNSON & JOHNSON - 13 SHARES 1991 1880 PFIZER - 168 SHARES 4406 4457 SOLVENTUM - 37 SHARES 2258 2444 STRYKER CORP - 9 SHARES UNITEDHEALTH GROUP - 5 SHARES 3M - 41 SHARES 3236 5293 HONEYWELL INTL - 13 SHARES 2439 2937 LOCKHEED MARTIN - 7 SHARES 2995 3402 UBER TECHNOLOGIES - 24 SHARES 1735 1448 UNION PAC - 4 SHARES 930 912 UNITED PARCEL SERVICE - 5 SHARES ADOBE - 6 SHARES 3039 2668 AKAMAI TECHNOLOGIES - 24 SHARES 2381 2296 APPLE - 27 SHARES 4866 6761 CISCO SYSTEM - 65 SHARES 3430 3848 DELL TECHNOLOGIES - 17 SHARES 2477 1959 INTEL CORP - 33 SHARES IBM - 20 SHARES 2763 4397 LAM RESEARCH - 3 SHARES MICROSOFT CORP - 12 SHARES 3919 5058 PALANTIR TECHNOLOGIES - 55 SHARES 1713 4160 TWILIO INC - 30 1786 3242 SERVICENOW - 4 SHARES ASHLAND INC - 15 SHARES 1164 1072 NEWMONT CORP - 52 SHARES 1825 1935 MID-AMER APT - 27 SHARES 3678 4173 VENTAS - 27 SHARES VORNADO REALTY - 58 SHARES DUKE ENERGY - 22 SHARES 1898 2370 ESSENTIAL UTILITIES - 66 SHARES NEXTERA ENERGY - 53 SHARES 3088 3800 SOUTHERN CO - 19 SHARES 1651 1564 CHUBB LIMITED - 11 SHARES 2218 3039 MEDTRONIC - 10 SHARES 858 799 JOHNSON CTLS - 12 SHARES ACCENTURE - 6 SHARES 2098 2111 TE CONECTIVITY - 18 SHARES 184957 187736 FEDERATED HIGH YIELD AT COST GOLDMAN SACHS TR INI AT COST 7323 7216 JP MORGAN TR II AT COST 7323 7375 VANGUARD ST INV GR FD AT COST 50032 50589 DFA COMMODITY AT COST 21699 22092 DFA EMERGING MKTS AT COST 46077 46938 DFA GLOBAL REAL EST AT COST 21421 21887 GQG PARTNERS AT COST 27268 26671 INVESCO MAIN ST AT COST 20073 21694 ISHARES MSCI EAFE INDX AT COST 34723 34774 MFS SER TR MID CAP AT COST INVESCO QQQ TR AT COST 3157 3579 SELECT SECTOR SPDR AT COST 3770 5160 SPDR SER TR S&P BIOTECH AT COST 2281 2792 SELECT SECTOR SPDR TR SBI AT COST EXPENSES INVESTMENT FEES 7246 7246 STATE REGISTRATION FEES 200 200 SPDR S&P 500 ETF TR PUT OPTIONS 1601 2255 FOREIGN TAXES PAID 248 248