2024-09-16T09:01:18-05:00 2024-04-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-05-01 237325443 CHENANGO COUNTY MEDICAL SOCIETY & THE OTSEGO CHEN 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 JOSEPH R MALDONADO JR MD EXECUTIVE VP 6073376136 2024-09-06 true false JEFFREY E KUHLIN P00353001 4123556000 2024-09-06 X 2023 2024-08-08 14:25:15Z X 419302 X 6817 6817 21109 67642 21109 0 67 27993 27926 0 0 0 0 0 0 0 0 0 850 0 0 850 3716 3344 372 0 118 118 0 0 0 4405 0 0 4405 0 0 100 100 9189 3462 0 5727 0 0 9189 3462 0 5727 18804 24464 0 6940 7434 7434 0 0 0 166746 174514 239321 162003 172547 172547 335689 354495 419302 0 X 335689 354495 335689 354495 335689 354495 335689 18804 2 354495 0 354495 101.317 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2022-03-23 2023-07-03 1000 1257 -257 -257 106.383 FIDELITY SMALL CAP INDEX FUND 2022-03-23 2023-07-03 2500 2687 -187 -187 95. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2019-04-18 2023-07-03 3841 3172 669 669 20. ISHARES MSCI EAFE GROWTH ETF 2019-08-13 2023-07-03 1898 1581 317 317 20. S&P DEPOSITARY RECEIPTS SERIES 1 2013-01-25 2023-07-03 8865 2999 5866 5866 2051.709 VANGUARD DEVELOPED MARKETS INDEX FUND 2016-04-27 2023-07-03 30488 24559 5929 5929 35.211 VANGUARD EMERGING MARKETS STOCK INDEX FUND 2016-04-26 2023-07-03 1200 1025 175 175 38.923 COLUMBIA DIVIDEND INCOME INST3 2021-01-26 2023-08-29 1200 1045 155 155 20.602 DIAMOND HILL SMALL-MID CAP FUND 2014-01-28 2023-08-29 500 362 138 138 21.249 FIDELITY SMALL CAP INDEX FUND 2022-03-23 2023-08-29 500 537 -37 -37 70. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2019-04-18 2023-08-29 2843 2337 506 506 53.686 JPMORGAN LARGE CAP GROWTH I 2020-03-25 2023-08-29 3000 1870 1130 1130 15. S&P DEPOSITARY RECEIPTS SERIES 1 2013-01-25 2023-08-29 6683 2250 4433 4433 29.265 VANGUARD EMERGING MARKETS STOCK INDEX FUND 2016-04-26 2023-08-29 1000 852 148 148 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 CAPITAL GAIN DIVIDENDS P 2124 21109 340 0 340 0 340 96 0 0 96 0 244 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 true false false false false false false false Joseph R Maldonado Jr MD CHENANGO COUNTY MEDICAL SOCIETY 17 NEW HARTFORD NY 13413 EXECUTIVE DIRECTOR 1 0 JENNIFER CONGDON MD BASSETT HEALTHCARE 1055 MADISON MA HAMILTON NY 13346 COMMITTEE MEMBER 1 0 JEFFREY KRAMER MD 124 CHRUCH STREET SHERBURNE NY 13460 COMMITTEE MEMBER 1 0 CYNTHIA BRIGLIN-MAVADY MD CHENANGO EYE ASSOC 194 GRANDVIEW L NORWICH NY 13815 COMMITTEE MEMBER 1 0 MARY ANN SCHEER NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 SCOTT COHEN MD BASSET HEALTHCARE 55 CALVARY DRIVE NORWICH NY 13815 COMMITTEE MEMBER 1 0 SCOTT FIEDLER NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 KIERSTEN GAUNT DO BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 ETHAN TALBOT MD BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 JEREL ZOLTICK MD BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 SHIRLEY COSGRIFF OTSEGO COUNTY MEDICAL SOCIETY 122 ENDICOTT NY 13760 EXECUTIVE DIRECTOR 1 0 NONE 0 NONE 0 EDUCATIONAL LOANS TO INDIVIDUALS 25000 25000 231204 8330 0 239534 0 0 239534 3593 235941 11797 11797 340 340 11457 14455 25912 0 25912 5727 25000 0 0 0 30727 25912 20946 0 0 0 0 0 0 0 30727 20946 0 0 9781 0 0 0 0 0 0 0 0 16131 0 0 0 0 0 0 0 0 Joseph R Maldonado Jr MD CHENANGO COUNTY MEDICAL SOCIETY 17 NEW HARTFORD NY 13413 3157352204 jmaldonadomd@medsocieties.com CONTACT INDIVIDUAL ABOVE FOR APPLICATION FORM OR NBT BANK TRUST & INVESTMENTS DIVISION AT 607-337-6193. JUNE 15TH RESIDENTS OF CHENANGO/OSTEGO COUNTIES OF NEW YORK ATTENDING MEDICAL OR OSTEOPHATIC SCHOOL 14 6817 18 21109 FEDERAL TAX REFUND 1 67 27993 27993 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 17247 57728 DIAMOND HILL SMALL-MID CAP FUN AT COST 8816 12862 VANGUARD DEVELOPED MARKETS IND VANGUARD EMERGING MARKETS STOC AT COST 9798 11841 DFA GLOBAL REAL ESTATE SECURIT AT COST 8376 6865 LAZARD GLOBAL LISTED INFRASTRU AT COST 7052 7380 DFA INTERNATIONAL SMALL COMPAN AT COST 5812 6236 INVESCO OPPENHEIMER INTL GROWT AT COST 11016 9770 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 10017 12417 JPMORGAN LARGE CAP GROWTH I AT COST 18286 27869 ISHARES MSCI EAFE GROWTH ETF AT COST 8063 10086 COLUMBIA DIVIDEND INCOME INST3 AT COST 29355 33927 FIDELITY SMALL CAP INDEX FUND AT COST 10676 12680 DODGE & COX INCOME FUND AT COST 10000 9846 FIDELITY US BOND INDEX INSTL P AT COST 10000 9765 LOOMIS SAYLES BOND FUND AT COST 5000 4943 FEDERATED INSITUTIONAL HIGH YI AT COST 5000 5106 PROGRAM RELATED INVESTMENTS 162003 172547 172547 STATE FILING FEE 100 0 100 FEDERAL TAX REFUND 67 0 ROUNDING 2 NBT AGENT FEES 3716 3344 372 FOREIGN TAXES ON QUALIFIED FOR 80 80 0 FOREIGN TAXES ON NONQUALIFIED 38 38 0