2025-08-06T11:01:26-05:00 2025-03-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-04-01 166064927 THE GREATER NORWICH FOUNDATION NORW 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-08-05 true false JEFFREY E KUHLIN P00353001 4123556000 2025-08-05 X 2024 2025-03-06 01:10:19Z X 13941731 72723 404546 403626 491417 1153784 491417 0 227 968913 895043 54486 49037 5449 0 0 0 0 0 0 1500 0 0 1500 0 0 20220 4188 0 0 0 0 0 0 0 1178 6 750 77384 53231 0 7699 567169 567169 644553 53231 0 574868 324360 841812 0 445518 493929 493929 0 0 0 6894691 7169244 13447802 7340209 7663173 13941731 0 X 7340209 7663173 7340209 7663173 7340209 7663173 7340209 324360 0 7664569 1396 7663173 100000. SALLIE MAE BK SLT LAKE CITY UT 2019-04-11 2024-04-10 100000 99550 450 450 235. APPLE COMPUTER 2008-03-03 2024-06-14 49782 1020 48762 48762 600. BRISTOL MYERS SQUIBB CO COM 2024-06-14 24798 15248 9550 9550 885. DOW INC COM 2024-06-14 48457 45945 2512 2512 300. LILLY ELI & CO COM 1995-11-13 2024-06-14 263581 7249 256332 256332 575. MERCK & CO INC 2024-06-14 74230 30265 43965 43965 230. MICROSOFT CORP COM 2013-04-01 2024-06-14 101697 6616 95081 95081 415. NEXTERA ENERGY INC 1992-11-30 2024-06-14 30209 1833 28376 28376 100000. NATL RURAL UTIL MTN 3.2000% 06/15/24 2014-06-09 2024-06-15 100000 100000 250. SANDOZ GROUP AG SPONSORED ADS 2024-08-23 11030 4599 6431 6431 100000. FLAGSTAR BK NATL ASSN 5.1000% 02/14/28 2024-02-13 2024-12-16 100000 100000 250000. OWL ROCK CORE INCOME CORP 5.5000% 03/21/25 2023-02-14 2025-03-21 250000 244178 5822 5822 491417 11701 0 11701 0 11701 10020 0 0 10020 207 1888 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 true false false false false false false false false false false true false false false false false false false NBT BANK NA 52 SOUTH BROAD ST NORWICH NY 13815 TRUSTEE 1 54486 JAMES I DUNNE 7 COOMES ST NORWICH NY 13815 COTRUSTEE 1 0 JAMES A HOY 5551 DUNROBIN DR APT 4409 SARASOTA FL 34238 COTRUSTEE 1 0 PETER V SMITH AMERIPRISE 43 S BROAD ST NORWICH NY 13815 COTRUSTEE 1 0 THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI NORWICH NY 13815 COTRUSTEE 1 0 PATRICIA M SMITH 4 PIONEER ST COOPERSTOWN NY 13326 COTRUSTEE 1 0 PATRICK FLANAGAN 81 SOUTH BROAD STREET NORWICH NY 13815 COTRUSTEE - CHAIRMAN 1 0 LINDA T PALMATIER 191 BALF ROAD NORWICH NY 13815 COTRUSTEE 1 0 JEFF EATON 364 CLIFFSIDE DR DANVILLE CA 94326 COTRUSTEE 1 0 NONE 0 NONE 0 13589637 340835 0 13930472 0 0 13930472 208957 13721515 686076 686076 11701 11701 674375 0 674375 0 674375 574868 0 0 0 0 574868 674375 442812 0 0 0 0 0 0 0 574868 442812 0 56923 75133 0 0 0 56923 0 0 0 0 599242 56923 0 0 0 0 0 0 0 GREATER NORWICH FDN C/O OF NBT BANK NA 52 S BROAD ST NORWICH NY 13815 6073376193 GRANT APPLICATION FORM, LETTER INCLUDING TAX CLASSIFICATION, PURPOSE FOR USE OF FUNDS AND FINANCIALS APRIL 15TH FOR ANNUAL MEETING HELD IN MAY SEPTEMBER 15TH FOR NOVEMBER MEETING GEOGRAPHICAL-NORWICH NEW YORK COMMUNITY LOCATED IN CHENANGO COUNTY GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 NONE PC RABBI SHAPIRO COLLECTION 250 UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4100 STORRS CT 06269 NONE I SCHOLARSHIP AWARD 2000 SUNY CORTLAND 22 GRAHAM AVE CORTLAND NY 13045 NONE I SCHOLARSHIP AWARD 2000 BINGHAMTON UNIVERSITY PO BOX 6003 BINGHAMTON NY 139026003 NONE I SCHOLARSHIP AWARDS 6000 FRIENDS OF ROGERS ENVIRONMENTAL EDUCATION CENTER PO BOX 932 2721 ST HWY 80 SHERBURNE NY 13460 NONE EOF PROGRAM ENHANCEMENT 15000 LEMOYNE COLLEGE PO BOX 475 ALBANY NY 12201 NONE I SCHOLARSHIP AWARDS 4000 SUNY BUFFALO STATE 1300 ELMWOOD AVE BUFFALO NY 14222 NONE I SCHOLARSHIP 2000 SUNY ONEONTA 108 RAVINE PARKWAY ONEONTA NY 13820 NONE I SCHOLARSHIP AWARDS 2000 UNIVERSITY AT BUFFALO FINANCIAL AID AT 1 CAPEN CAPEN HALL BUFFALO NY 14260 NONE I SCHOLARSHIP AWARD 2000 ST JOHN FISHER COLLEGE 3690 EAST AVENUE ROCHESTER NY 14618 NONE I SCHOLARSHIP AWARD 2000 UTICA UNIVERSITY 1600 BURRSTONE ROAD UTICA NY 13502 NONE I SCHOLARSHIP AWARD 2000 LAFAYETTE COLLEGE 730 SULLIVAN ROAD EASTON PA 18042 NONE I SCHOLARSHIP AWARD 2000 UNIVERSITY OF MIAMI PO BOX 025551 MIAMI FL 33102 NONE I SCHOLARSHIP AWARD 2000 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST CONNECTICUT NY 06117 NONE I SCHOLARSHIP AWARD 2000 HOFSTRA UNIVERSITY PO BOX 371988 PITTSBURGH PA 152507988 NONE PC SCHOLARSHIP AWARD 2000 WEST VIRGINIA UNIVERSITY 62 MORRILL WAY MORGANTOWN WV 26506 NONE PC SCHOLARSHIP 1000 Emmanuel Episcopal Church 37 WEST MAIN ST Norwich NY 13815 NONE PC OUR DAILY BREAD FOOD CLOSET 20000 CITY OF NORWICH ONE CITY PLAZA NORWICH NY 13815 NONE GOV SUMMER CONCERT SERIES 4000 ROCKLAND COMMUNITY COLLEGE 145 COLLEGE ROAD SUFFERN NY 10901 NONE PC SCHOLARSHIP AWARD 2000 BASSETT HEALTHCARE 1 ATWELL RD COOPERSTOWN NY 13326 NONE SO III FI BLOOD PRESSURE DEVICES 2000 SUNY COBLESKILL 118B KNAPP HALL COBLESKILL NY 12043 NONE I SCHOLARSHIP AWARD 2000 CHENANGO VALLEY HOME 24 CANASAWACTA ST NORWICH NY 13815 NONE EOF GRANT FOR CAPITAL CAMPAIGN 180000 NORWICH YMCA 68-70 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 40000 United Way of Mid Rural New York Inc 83 NORTH BROAD ST FRONT SUITE NORWICH NY 13815 NONE PC DOLLY PARTON LIBRARY 4280 CHENANGO HOUSING IMPROVEMENT PROGRAM 27 WEST MAIN ST NORWICH NY 13815 NONE PC WATER LINE REPLACEMENT 13000 CHRISTIAN NEIGHBORHOOD CENTER 20 EAST MAIN STREET NORWICH NY 13815 N/A PC GRANT FOR DOWNTOWN HANDING 15000 CHENANGO MEMORIAL HOSPITAL FOUNDATION INC 179 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 15000 Norwich Business Improvement District ONE CITY PLAZA NORWICH NY 13815 NONE PC GRANT FOR HANGING BASKETS 5000 CHENANGO COUNTY BLUES ASSOCIATION 5 SOUTH BROAD STREET NORWICH NY 13815 NONE PC THURSDAYS IN THE PARK 25000 NORTHEAST CLASSIC CAR MUSEUM INC 24 REXFORD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 1000 COLORSCAPE CHENANGO ARTS FESTIVAL INC PO BOX 624 NORWICH NY 13815 NONE PC GENERAL OPERATING 10000 UNITED CHURCH CHRIST 1ST CONG 11 WEST MAIN STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 1000 THE IMPACT PROJECT 4 CLINTON ST GREENE NY 13778 NONE PC BUILDING MATERIALS & 10000 CHENANGO COUNTY COUNCIL OF THE ARTS INC 27 WEST MAIN STREET NORWICH NY 138151611 NONE PC GENERAL OPERATING SUPPORT 11000 SUNY BROOME COMMUNITY COLLEGE PO BOX 1017 BINGHAMTON NY 13902 NONE I SCHOLARSHIP AWARDS 18000 CORNELL UNIVERSITY PO BOX 752 ITHACA NY 14851 NONE I SCHOLARSHIP AWARDS 6000 BRYN MAWR COLLEGE 101 NORTH MERLON AVE BRYN MAWR PA 19010 NONE I SCHOLARSHIP AWARD 2000 CHENANGO COUNTY HISTORICAL SOCIETY 45 REXFORD STREET NORWICH NY 13815 NONE PC GRANT FOR IMPROVEMENTS TO 7119 NORWICH THEATER CO INC PO BOX 844 NORWICH NY 13815 NONE PC GRANT TO SPONSOR MUSICAL 9500 Norwich Building Tomorrow Foundation Inc 5 S BROAD ST NORWICH NY 13815 NONE PC GRANT FOR PARK IMPROVEMENTS 50000 OBERLIN COLLEGE 52 WEST LORAIN ST OBERLIN OH 44074 NONE I SCHOLARSHIP AWARD 2000 MORRISVILLE COLLEGE FOUNDATION INC PO BOX 901 MORRISVILLE NY 13408 NONE PC SCHOLARSHIPS AND NURSING 45000 AMERICAN RED CROSS 620 E MAIN ST ENDICOTT NY 13760 NONE PC DISASTER RELIEF AND 5000 PALM BEACH ATLANTIC UNIVERSITY 901 S FLAGLER DR WEST PALM BEACH FL 33401 NONE I SCHOLARSHIP AWARD 2000 SUNY AT MORRISVILLE PO BOX 901 MORRISVILLE NY 13408 NONE I SCHOLARSHIP AWARDS 10000 AUNT MARYS HOUSE PO BOX 955 NORWICH NY 13815 NONE PC SUPPLIES 2020 567169 14 404546 18 491417 REFUND OF PY EXPEN 1 227 896190 896190 false false false false false false false false false false X X 1 CHARLES BURR CHARITABLE TR C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 13225 X 2 WILLARD CHARITABLE TRUST C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 25533 X 3 CURRAN FOUNDATION 102 Yacht Harbor Dr Unit 373 Palm Coast FL 32137 5000 X 4 WESTCOTT FAMILY CHARITABLE TRUST C/O NBT BANK 52 S BROAD ST Norwich NY 13815 8970 X TAX PREPARATION FEE (NON-ALLOC 1500 1500 THE FOUNDATION ELECTS TO TREAT THIS AMOUNT AS A PASS-THROUGH DISTRIBUTION FROM CORPUS TO SATISY THE REQUIREMENTS OF SECTION 170(b)(1) OR 4942(g)(3). VANGUARD INTER TERM CORP BOND AT COST 492767 450089 ISHARES MSCI EMERG MKT ETF AT COST 325562 326002 ISHARES MSCI EAFE ETF AT COST 532425 658335 SPDR S&P DIVIDEND ETF AT COST 72392 176384 FINANCIAL SELECT SECTOR SPDR AT COST 7156 24905 AXIS CAPITAL HLDGS 5.500% PFD AT COST 25000 20400 MIDCAP SPDR TRUST SERIES 1 AT COST 267199 352097 ISHARES RUSSELL 2000 ETF AT COST 239627 275895 CAPITAL ONE BANK CD 2.0000% 11 COMENITY CAP BK UTAH 3.45% 10/ COMENITY CAP BK UTAH 2.90% 3/2 APPLE INC 3.2% 5/13/2025 AT COST 100087 99837 NATL RURAL UTIL MTN 3.2% 6/15/ ABBOTT LABS AT COST 13678 79590 ABBVIE INC AT COST 24890 100570 APPLE INC AT COST 11930 691935 AT&T INC AT COST 67530 126129 BRISTOL MYERS SQUIBB CO AT COST 49237 146376 CHEVRON CORPORATION AT COST 26885 209113 CISCO SYSTEMS INC AT COST 69823 138848 DISNEY WALT CO NEW AT COST 55722 202335 DOMINION RESOURCES INC AT COST 12733 25232 DUKE ENERGY CORP AT COST 37479 60985 EXXONMOBIL CORP AT COST 30828 178395 GENERAL DYNAMICS CORP AT COST 90270 109032 GENERAL MLS INC AT COST 12517 59790 HONEYWELL INTERNATIONAL INC AT COST 59633 190575 JP MORGAN CHASE & CO AT COST 90729 674575 LILLY ELI & CO AT COST 20472 825910 LOWES COS INC AT COST 76823 466460 MCDONALDS CORP AT COST 125559 546648 MERCK & CO INC AT COST 48609 135538 METLIFE INC AT COST 22708 40145 MICROCHIP TECHNOLOGY INC AT COST 42606 96820 MICROSOFT CORP AT COST 37656 655056 NBT BANCORP INC AT COST 9328 42900 NEXTERA ENERGY INC AT COST 3468 55649 PEPSICO INC AT COST 18791 149940 PFIZER INC AT COST 70245 68418 PROCTER & GAMBLE CO AT COST 22390 178941 PRUDENTIAL FINL INC AT COST 67656 111680 REAL ESTATE SELECT SECT SPDR AT COST 31141 35447 SPDR S&P REGIONAL BANKING ETF AT COST 80918 159180 UNION PAC CORP AT COST 18750 295300 US BANCORP NEW AT COST 43768 42220 VANGUARD REAL ESTATE ETF AT COST 100907 129020 VERIZON COMMUNICATIONS AT COST 115528 158760 NOVARTIS AG SPONS ADR AT COST 81710 139350 SALLIE MAE BK SLT LAKE CITY UT SCHWAB US AGGREGATE BD ETF AT COST 517073 430174 INVESCO TR II SENIOR LOAD ETF AT COST 100217 90563 COMCAST CORP - CL A AT COST 122771 103320 DOW INC COM AT COST 28973 38936 DUPONT DE NEMOURS INC AT COST 42001 87077 CARRIER GLOBAL CORPORATION AT COST 5132 29164 INTL. BUSINESS MACHINES CORP AT COST 209474 447588 ORACLE CORPORATION AT COST 32156 83886 OTIS WORLDWIDE CORP AT COST 7694 23736 FLEXSHARES STOXX GLBL BRD INFR AT COST 140120 135512 CMS ENERGY CORP 3.6000% 11/15/ AT COST 239070 248700 CONSTELLATION BRANDS INC 5.000 AT COST 249318 250090 JPMORGAN CHASE FINL CO LLC 4.3 AT COST 160000 156720 OWL ROCK CORE INCOME CORP 5.50 SYNCHRONY BANK 5.4000% 08/22/2 AT COST 248673 250320 WELLS FARGO & CO 4.2000% 08/29 AT COST 100000 99455 SANDOZ GROUP AG SPONSORED ADS RTX CORPORATION AT COST 17120 60932 CITIGROUP INC 5.6000% 07/31/28 AT COST 100000 100013 KEYBANK NATIONAL ASSOCIATION 6 AT COST 191812 210828 FLAGSTAR BK NATL ASSN 5.1000% BANK AMERICA CORP 5.1% 08/16/2 AT COST 50000 49988 GOLDMAN SACHS GROUP INC 5.5% 1 AT COST 100000 100572 JPMORGAN CHASE & CO 5.4% 4/27/ AT COST 200000 200760 MORGAN STANLEY FIN LLC 4.3% 10 AT COST 150000 142872 WELLS FARGO & CO 4.8% 8/16/28 AT COST 150000 147345 COMMUNICATION SERVICES SELECT AT COST 99587 114293 NVIDIA CORP AT COST 51546 42268 TECHNOLOGY SELECT SECT SPDR AT COST 101375 91884 VANGAURD REAL ESTATE ETF COST BASIS ADJ 1280 ROUNDING 3 MUTUAL FUND ADJ 113 STATE FILING FEE 750 0 750 ADR FEES 6 6 0 FEDERAL PENALTY AND INTEREST 422 0 0 RECOVERY OF PRIOR YEAR EXPENSE FOR FLOWE 227 0 FOREIGN TAXES 1679 1679 0 FEDERAL TAX PAYMENT - PRIOR YE 6012 0 0 FEDERAL ESTIMATES - PRINCIPAL 10020 0 0 FOREIGN TAXES ON QUALIFIED FOR 1918 1918 0 FOREIGN TAXES ON NONQUALIFIED 591 591 0