2025-02-10T10:01:13-06:00 2024-09-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-10-01 146186780 B WILLIAM MAHONEY CHARITABLE TRUST MAHO 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-02-01 true false JEFFREY E KUHLIN P00353001 4123556000 2025-02-01 X 2023 2025-03-06 01:10:19Z X 142101 X 3772 3772 575 575 575 0 4347 4347 1551 1396 155 0 0 0 0 0 0 730 0 0 730 0 0 142 51 0 0 0 0 0 0 0 50 50 2473 1447 0 935 4560 4560 7033 1447 0 5495 -2686 2900 0 3920 1232 1232 0 0 0 82536 82536 140869 86456 83768 142101 0 X 86456 83768 86456 83768 86456 83768 86456 -2686 0 83770 2 83768 CAPITAL GAIN DIVIDENDS P 575 575 40 0 40 0 40 72 0 0 72 0 32 32 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 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 NBT BANK NA 52 S BROAD STREET NORWICH NY 13815 TRUSTEE 1 1551 NONE 0 NONE 0 128583 4368 0 132951 0 0 132951 1994 130957 6548 6548 40 40 6508 0 6508 0 6508 5495 0 0 0 0 5495 6508 0 0 0 426 220 1102 0 1748 5495 0 0 0 5495 0 1013 1013 735 0 0 0 0 0 0 0 735 0 0 735 0 0 X ROCHESTER INSTITUTE OF TECHNOLOGY 25 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE I SCHOLARSHIPS 3040 SUNY ADIRONDACK 640 BAY ROAD QUEENSBURY NY 12804 NONE I SCHOLARSHIPS 1520 4560 14 3772 18 575 4347 4347 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 730 730 VANGUARD DEVELOPED MARKETS IND AT COST 18258 26217 VANGUARD INSTITUTIONAL INDEX F AT COST 8146 47628 VANGUARD SMALL-CAP INDEX ADM AT COST 2450 5425 VANGUARD TOTAL BOND MARKET IND AT COST 20078 19290 VANGUARD MID-CAP INDEX FUND AT COST 935 5467 DFA EMERGING MKTS PORTFOLIO AT COST 4330 5734 DFA GLOBAL REAL ESTATE SECURIT AT COST 3190 3844 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 4697 6188 FLEXSHARES STOXX GLBL BRD INFR AT COST 3046 3565 FIDELITY INFLATION PROTECTED B AT COST 2816 2511 DODGE & COX GLOBAL BOND FUND AT COST 2778 2717 FEDERATED INSTITUTIONAL HIGH Y AT COST 6856 6447 FIDELITY EMERGING MKTS INDEX F AT COST 4956 5836 ROUNDING 2 STATE FILING FEE 50 0 50 FEDERAL TAX PAYMENT - PRIOR YE 19 0 0 FEDERAL ESTIMATES - PRINCIPAL 72 0 0 FOREIGN TAXES ON QUALIFIED FOR 31 31 0 FOREIGN TAXES ON NONQUALIFIED 20 20 0