2022-09-09T08:00:18-05:00 2022-04-30 134008324 PRICEWATERHOUSECOOPERS LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990PF 2021-05-01 237325443 CHENANGO COUNTY MEDICAL SOCIETY & THE OTSEGO CHEN 6073376191 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 KATHLEEN E DYMAN EXECUTIVE VP 6073376191 2022-09-02 true JEFFREY E KUHLIN P00353001 4123556000 2022-09-02 X 2021 2023-04-26 12:10:37Z X 400131 X 5713 5713 16088 21337 16088 0 76 21877 21801 0 0 0 0 0 0 0 0 0 850 0 0 850 3702 3331 370 0 136 136 0 0 0 4000 0 0 0 0 100 100 8788 3467 0 1320 0 0 8788 3467 0 1320 13089 18334 0 36478 18457 18457 0 0 0 156022 166746 232187 126438 149487 149487 318938 334690 400131 0 X 318938 334690 318938 334690 318938 334690 318938 13089 2690 334717 27 334690 35. S&P DEPOSITARY RECEIPTS SERIES 1 2013-01-25 2022-03-23 15665 5249 10416 10416 CAPITAL GAIN DIVIDENDS P 5672 16088 255 0 255 0 255 44 0 0 44 0 211 0 0 false false false false false false false true true NY true false false false false true N/A NBT BANK NA 6073376136 52 SOUTH BROAD ST NORWICH NY 13815 false false false false false false false false false false false false false false false false false false false false false TIMOTHY WHITAKER MD 449 MAIN STREET ONEONTA NY 13820 COMMITTEE MEMBER 1 0 CINDY BURGER 65 PENNSYLVANIA AVE STE 201 BINGHAMTON NY 13903 EXEC DIR 1 0 TIMOTHY McKOWN C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 MATTHEW SPENCER MD BASSETT MED CTR ONE ATWELL RD COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 JENNIFER CONGDON MD 1055 MADISON MARKET PLACE HAMILTON NY 13346 COMMITTEE MEMBER 1 0 JEFFREY KRAMER MD 124 CHRUCH STREET SHERBURNE NY 13460 COMMITTEE MEMBER 1 0 DONALD RADDATZ MD BASSETT MED CTR ONE ATWELL RD COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 CYNTHIA BRIGLIN-MAVADY MD CHENANGO EYE ASSOC 194 GRANDVIEW L NORWICH NY 13815 COMMITTEE MEMBER 1 0 KATHLEEN E DYMAN 27 NEW HARTFORD SHOPPING CTR NEW HARTFORD NY 134132144 EXECUTIVE VP 1 0 JEREL ZOLTICK MD 1 ATWELL ROAD COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 MARY ANN SCHEER C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 NONE 0 NONE 0 EDUCATIONAL LOANS TO INDIVIDUALS 40000 40000 253779 28707 0 282486 0 0 282486 4237 278249 13912 13912 255 255 13657 19640 33297 0 33297 1320 40000 0 0 0 41320 33297 35275 0 0 0 0 0 0 0 41320 35275 0 0 6045 0 0 0 0 0 0 0 0 27252 0 0 0 0 0 0 0 0 KATHLEEN E DYMAN EVP 4311 MIDDLE SETTLEMENT ROAD NEW HARTFORD NY 13413 3157352204 CONTACT INDIVIDUAL ABOVE FOR APPLICATION FORM OR NBT BANK TRUST & INVESTMENTS DIVISION AT 607-337-6193. JULY 1ST RESIDENTS OF CHENANGO/OSTEGO COUNTIES OF NEW YORK ATTENDING MEDICAL OR OSTEOPHATIC SCHOOL 14 5713 18 16088 FEDERAL TAX REFUND 1 76 21877 21877 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 850 850 SPDR S & P 500 ETF TRUST AT COST 22496 61800 DIAMOND HILL SMALL MID CAP-I AT COST 9178 13521 VANGUARD DEV MKTS INDEX INST AT COST 24559 29606 VANGUARD EMERGING MARKETS STOC AT COST 11674 14526 DFA GLOBAL REAL ESTATE SECURIT AT COST 9633 10170 LAZARD GLOBAL LISTED INFRASTRU AT COST 3752 4448 DFA INTERNATIONAL SMALL COMPAN AT COST 5812 6069 INVESCO OPPENHEIMER INTL GROWT AT COST 10016 8564 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 15526 20776 JPMORGAN LARGE CAP GROWTH I AT COST 10156 14448 ISHARES MSCI EAFE GROWTH ETF AT COST 9644 10765 COLUMBIA DIVIDEND INCOME INST3 AT COST 20400 22663 FIDELITY SMALL CAP INDEX FUND AT COST 13900 14831 PROGRAM RELATED INVESTMENTS 126438 149487 149487 LAZARD GLOBAL LIST INF FD COST BASIS ADJ 27 STATE FILING FEE 100 0 100 FEDERAL TAX REFUND 76 0 COST BASIS ADJ SERVICE LINE 2689 ROUNDING 1 NBT AGENT FEES 3702 3331 370 FOREIGN TAXES ON QUALIFIED FOR 97 97 0 FOREIGN TAXES ON NONQUALIFIED 39 39 0