2024-05-10T14:01:17-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-01-01 223270902 THE EVERETT & PEARL GILMOUR FOUNDATION INC GILM 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 MRS VICKI BUSH Chairperson 6073376136 2024-05-02 true false JEFFREY E KUHLIN P00353001 4123556000 2024-05-02 X 2023 2023-04-26 12:10:37Z X 1613279 X 43772 43772 364 70237 364 0 44136 44136 0 0 0 0 0 0 570 0 0 570 750 750 0 0 682 604 0 0 0 756 0 0 756 0 0 250 250 3008 1354 0 1576 79357 79357 82365 1354 0 80933 -38229 42782 0 100901 92994 92994 0 0 0 1164840 1134798 1520285 1265741 1227792 1613279 0 X 1265741 1227792 1265741 1227792 1265741 1227792 1265741 -38229 960 1228472 680 1227792 40000. TOLLAND CT 2.0000% 10/15/23 2015-12-04 2023-10-15 40000 40000 135. ACTIVISION BLIZZARD, INC 2020-11-12 2023-10-16 12825 10474 2351 2351 15. VERALTO CORP 2005-01-07 2023-11-14 1105 109 996 996 1401.869 VANGUARD GNMA FUND 2020-11-12 2023-11-20 12519 14985 -2466 -2466 415.201 VANGUARD GNMA FUND 2008-04-29 2023-11-20 3708 4305 -597 -597 CAPITAL GAIN DIVIDENDS P 80 CAPITAL GAIN DIVIDENDS P 80 CAPITAL GAIN DIVIDENDS P 80 CAPITAL GAIN DIVIDENDS P 80 CAPITAL GAIN DIVIDENDS P 80 364 595 0 595 0 595 532 0 0 532 0 63 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 S BROAD STREET NORWICH NY 13815 false false false false true false false false false false false false false false false true false false false false false false false NANCY A SCHRIER 20710 EASPINE DRIVE KATHY TX 77450 VICE CHAIRPERSON 1 0 VICKI G BUSH 2 CLARKS LANE OLD LYME CT 06371 CHAIRPERSON 1 0 PATRICIA BABCOCK 6111 APPLE VALLEY LANE HOUSTON TX 77069 TREASURER 1 0 MARY ANN SCHEER 325 LAWTON-SCHEER RD NORWICH NY 13815 SECRETARY 1 0 ROSEMARIA Z COLE C/O NBT BANK 52 SOUTH BROAD ST NORWICH NY 13815 DIRECTOR 1 0 THOMAS C EMERSON 35 West Main Street NORWICH NY 13815 DIRECTOR 1 0 NONE 0 NONE 0 1444710 99179 0 1543889 0 0 1543889 23158 1520731 76037 76037 595 595 75442 0 75442 0 75442 80933 0 0 0 0 80933 75442 45417 0 0 0 0 0 0 0 80933 45417 0 0 35516 0 0 0 0 0 0 0 0 39926 0 0 0 0 0 0 0 0 EVERETT PEARL GILMOUR FDN CO NB 52 SOUTH BROAD STREET NORWICH NY 13815 6073376193 APPLICATION CAN BE OBTAINED FROM NBT BANK NA. INCLUDE FINANCIAL STATUS, PURPOSE, TAX EXEMPT STATUS NONE QUALIFYING 501(c)(3) CHARITABLE ORGANIZATIONS. ALZHEIMER'S ASSOCIATION 401 HAYES AVE ENDICOTT NY 13760 NONE PC GENERAL OPERATING SUPPORT 2500 FRIENDS OF ROGERS ENVIRONMENTAL EDUCATION CTR 2721 STATE HWY 80 SHERBURNE NY 13460 NONE EOF GENERAL OPERATING SUPPORT 5000 NORWICH YMCA 68-70 NORTH BROAD STREET NORWICH NY 13815 NONE PC OPEN DOORS SCHOLARSHIP 5000 NORWICH CITY SCHOOL DISTRICT 89 MIDLAND DRIVE NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 2000 CHENANGO MEMORIAL HOSPITAL FOUNDATION INC 179 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 5000 CHENANGO COUNTY COUNCIL OF ARTS 27 WEST MAIN STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 2500 CHENANGO VALLEY HOME 24 CANASAWACTA ST NORWICH NY 13815 NONE EOF GENERAL SUPPORTING 30000 B-G ALUMNI ASSOCIATION PO BOX 14 BAINBRIDGE NY 13733 NONE PC GENERAL OPERATING 2000 CHRISTIAN NEIGHBORHOOD CENTER OF NORWICH DBA THE PLACE 20 EAST MAIN STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 9357 HOSPICE & PALLIATIVE CARE OF CHENANGO CO 33-39 COURT ST NORWICH NY 13815 NONE PC GENERAL OPERATING 5000 COLORSCAPE CHENANGO ARTS FESTIVAL INC PO BOX 624 NORWICH NY 13815 NONE PC GRANT FOR COLORSCAPE 3000 CHENANGO COUNTY HISTORICAL SOCIETY 45 REXFORD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 3000 AUNT MARYS HOUSE INC PO BOX 955 NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 5000 79357 14 43772 18 364 44136 44136 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 570 570 ISHARES MSCI EMERGING MKT ETF AT COST 37734 38843 MATERIALS SELECT SPDR FUND AT COST 2783 8126 ISHARES MSCI EAFE ETF AT COST 68247 75651 ISHARES RUSSELL 2000 ETF AT COST 13683 36329 UTILITIES SELECT SECTOR SPDR AT COST 6412 10449 DODGE & COX INTL STOCK FD AT COST 27260 32943 DODGE & COX INCOME FD AT COST 94629 82414 FEDERATED TOTAL RETURN BD FD AT COST 19399 16470 VANGUARD GNMA FD DIAMOND HILL SMALL-MID CAP FUN AT COST 2200 3317 HARTFORD MID CAP FD Y AT COST 2200 3223 REAL ESTATE SELECT SECT SPDR AT COST 10254 11257 EXXONMOBIL STOCK AT COST 3824 9998 NBT BANCORP INC AT COST 73439 167137 MIDCAP SPDR TRUST SERIES 1 AT COST 15503 53782 ISHARES DJ US TELCOM SECTOR ET AT COST 13713 10242 VANGUARD DEVELOPED MARKETS IND AT COST 40500 44325 FIDELITY EMERGING MKTS INDEX F AT COST 13800 12113 U.S. TREASURY NOTES 2.0000% 11 AT COST 70154 66188 U.S. TREASURY NOTES 2.5000% 05 AT COST 24701 24754 U.S. TREASURY NOTES 2.7500% 02 AT COST 29541 29902 UNITED STATES TREAS NTS 2.2500 AT COST 14904 14447 UNITED STATES TREAS NTS 2.8750 AT COST 24811 24447 UNITED STATES TREAS NTS 3.1250 AT COST 25122 24150 TOLLAND CT 2.0000% 10/15/23 FIDELITY US BOND INDEX INSTL P AT COST 52963 44916 DODGE & COX GLOBAL BOND FUND AT COST 25000 22788 FEDERATED INSTITUTIONAL HIGH Y AT COST 54587 49175 ACTIVISION BLIZZARD, INC ALPHABET INC CL C AT COST 10396 21140 APPLE INC AT COST 839 48133 CATERPILLAR INC AT COST 10127 17740 CHEVRON CORPORATION AT COST 4437 7458 CISCO SYSTEMS INC AT COST 15875 20461 CVS HEALTH CORP AT COST 13213 15002 DANAHER CORP AT COST 828 10410 DEERE & CO AT COST 4936 11996 DISNEY WALT CO NEW AT COST 11009 8126 META PLATFORMS INC AT COST 12504 15928 INTEL CORP AT COST 16647 18341 ISHARES NASDAQ BIOTECH ETF AT COST 6452 14944 JOHNSON & JOHNSON AT COST 5684 14420 LOWES COS INC AT COST 3009 21142 MCDONALDS CORP AT COST 6740 20756 MICROSOFT CORP AT COST 3188 44749 PEPSICO INC AT COST 3092 10021 PFIZER INC AT COST 10735 8637 PROCTER & GAMBLE CO AT COST 3398 9965 QUALCOMM INC AT COST 19025 18802 RTX CORPORATION AT COST 6580 13462 SALESFORCE.COM AT COST 17787 18420 TARGET CORP AT COST 5758 13530 TJX COS INC AT COST 13737 21576 UNION PAC CORP AT COST 6760 13509 UNITEDHEALTH GROUP INC AT COST 11382 16847 VANECK ETF TRUST AGRIBUSINESS AT COST 6516 6856 VISA INC CL A AT COST 17766 22130 WAL MART INC AT COST 8890 9459 MEDTRONIC PLC AT COST 11130 8320 SCHLUMBERGER LTD AT COST 5426 6245 FIDELITY INFLATION PROTECTED B AT COST 77500 70255 APA CORPORATION AT COST 2020 7176 BOEING CO AT COST 14049 16943 MF TIMING DIFFERENCE SUBTRACTION 680 STATE FILING FEE 250 0 250 MF TIMING DIFFERENCE ADDITION 960 OTHER EXPENSE (NON-DEDUCTIBLE 750 750 FOREIGN TAXES 69 69 0 FEDERAL ESTIMATES - PRINCIPAL 78 0 0 FOREIGN TAXES ON QUALIFIED FOR 417 417 0 FOREIGN TAXES ON NONQUALIFIED 118 118 0