2025-10-14T21:01:23-05:00 2024-11-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990EZ 2023-12-01 066137598 TR UW FRANCES E PEET FBO CHRIST CHURCH CANAA PEET 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-10-14 true false JEFFREY E KUHLIN P00353001 4123556000 2025-10-14 X 2023 2025-03-06 01:10:19Z X X X N/A X 195738 X 12950 182788 179612 3176 16126 9932 1174 5446 6 16558 -432 322328 33 321929 X 10045 25509 0 312283 296420 322328 321929 0 0 322328 321929 SUPPORT OF RELIGIOUS ORGANIZATIONS DISTRIBUTIONS TO NAMED PUBLIC CHARITIES AS STATED IN THE GOVERNING DOCUMENT. 9932 NBT BANK NA TRUSTEE 10.0 1174 0 0 X false false false false false false false 0 0 0 0 0 0 0 false CT NBT BANK NA PO BOX 1868 LAKEVILLE CT 06039 8604359801 false false X false false false false false false false false false true X X 2 TRINITY EPISCOPAL CHURCH 066038563 1 true 4966 0 ST JOHN'S EPISCOPAL CHURCH 066010218 1 true 4966 0 2 9932 0 true false false false false false false false false false false false false false false false false false X true true 0 0 0 0 0 0 Part IV, Section D, Line 2 Although officers, directors, and trustees of the trust are not appointed by and do not serve on the governing body of the supported organizations, the trust maintains a close and continuous working relationship with Trinity Episcopal Church and St. Paul's Episcopal Church through communication and investment reviews which provide insight into their financial and accounting standings. Part IV, Section E, Line 2a The trust was established by the last will and testament of Frances E. Peet and amended under Probate Court decree dated 5/28/2013. The trust is for the benefit of Trinity Episcopal Church and St. John's Episcopal Church. Both churches operate for religious purposes. The distributions to the churches further the exempt purpose as they cover expenses and necessary repairs to church property which allows Part IV, Section E, Line 2a Cont. the churches to hold services in a safe building. Part IV, Section E, Line 2b Trinity Episcopal Church and St. John's Episcopal Church exist to support the religious growth of members of the community. Without the involvement of this trust, Trinity Episcopal Church and St. John's Episcopal Church would still seek opportunities serve the community in this manner and would repair and maintain their facilities so that community members have a safe place to attend. FORM 990-EZ, PART I, LINE 4, OTHER INVESTMENT INCOME TOTAL INTEREST AND DIVDIENDS: $12,949.83 FORM 990-EZ, PART I, LINE 10, PAYMENTS TO AFFILIATES: AFFILIATE NAME: TRINITY EPISCOPAL CHURCH, PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY, AMOUNT OF PAYMENT: $4,965.86, AFFILIATE NAME: ST. JOHN'S EPISCOPAL CHURCH, PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY, AMOUNT OF PAYMENT: $4,965.86, TOTAL INCLUDED ON FORM 990-EZ, LINE 10: $9,932.00 FORM 990-EZ, PART I, LINE 20, OTHER CHANGES IN NET ASSETS OR PGIM TOTAL RETURN BOND CL R6 ROC ADJUSTMENT: $14.99, ROUNDING: $18.19 Form 990-EZ, Part I, Line 16 FOREIGN TAX 6 Form 990-EZ, Part I, Line 20 PGIM TOTAL RETURN BOND ROC ADJ 15 ROUNDING 18 Form 990-EZ, Part II, Line 24 Abbvie Inc 5344 Adobe Inc 4162 Air Products & Chemicals Inc 0 Alphabet Inc Cl A 2980 Amazon.Com Inc 2258 Apple Inc 2300 Automatic Data Processing Inc 6991 Berkshire Hathaway Inc-Cl B 9102 Carrier Global Corporation 3074 Cisco Systems Inc 0 Costco Wholesale Corp 3914 Danaher Corp 2447 Deere & CO 4278 Disney Walt CO New 2212 Johnson & Johnson 2977 JP Morgan Chase & CO 2766 Kenvue Inc 0 Lowes Cos Inc 6792 Marsh & McLennan Companies Inc 0 McDonalds Corp 3111 Merck & CO Inc 3661 Microsoft Corp 2092 Nextera Energy Inc 3745 Pepsico Inc 3168 Procter & Gamble CO 3210 RTX Corporation 3722 Sherwin Williams CO 0 Thermo Fisher Scientific Inc 5159 Unitedhealth Group Inc 5258 US Bancorp New 0 Veralto Corp 0 Verizon Communications 0 Vaneck Vectors Gold Miners ETF 0 Blackrock Inc 7650 Chipotle Mexican Grill Inc 6256 Lilly Eli & CO 7980 Mastercard Inc Cl A 9283 Netflix Inc 3236 Nvidia Corp 4324 Wal Mart Inc 2002 Fidelity Inflation Protected Bond P 10235 Ishares 1-3 Year Treasury ETF 48771 Blackrock Strategic Income Opportun 30864 Dodge & Cox Income Fund 40000 Dodge & Cox Global Bond Fund 10000 Federal Institutional High Yield Bo 15000 FlexShares Mstar Glbl Upstrm Nat Re 6096 Metropolitan West Total Return Bond 0 PGIM Total Return Bond Cl R6 0 PIMCO Fds Pac Invt Mgmt Ser High Yi 0 Brandywine Global Opps Bond Fund Cl 0