2025-10-13T18:01:24-05:00 2024-11-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-12-08 936930307 LAWRENCE C AND ALFHILD O WESTCOTT CHARITABL LAWR 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-10-12 true false JEFFREY E KUHLIN P00353001 4123556000 2025-10-12 X 2023 2025-03-06 01:10:19Z X X 618427 558968 17932 17932 10123 175722 10123 0 587023 28055 7659 5995 1664 0 0 0 0 0 0 1330 0 0 1330 0 0 420 420 0 0 0 0 0 0 0 9409 6415 0 2994 27510 27510 36919 6415 0 30504 550104 21640 0 15906 15906 0 0 0 378894 602521 394800 618427 0 X 394800 394800 0 394800 550104 0 550104 155304 394800 447.919 INVESCO DEVELOPING MKTS Y 2024-02-16 17052 19024 -1972 -1972 3950.815 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL 2024-02-16 27656 29496 -1840 -1840 1635.071 DODGE & COX INCOME FUND 2024-02-16 20291 22424 -2133 -2133 1954.603 FIDELITY US BOND INDEX INSTL PREMIUM 2024-02-16 19917 22468 -2551 -2551 40. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2021-12-14 2024-02-16 1550 1533 17 17 20. ISHARES MSCI EAFE SMALL CAP ETF 2019-06-04 2024-02-16 1211 1130 81 81 365. ISHARES CORE EMERGING MARKETS ETF 2024-02-16 18422 19645 -1223 -1223 60.602 JPMORGAN LARGE CAP GROWTH I 2024-02-16 4050 3197 853 853 345.796 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2024-02-16 5287 5091 196 196 370.671 LEGG MASON CLEARBRIDGE INTERNATIONAL GROWTH I 2020-05-29 2024-02-16 23441 19064 4377 4377 1172.266 LOOMIS SAYLES BOND FUND 2024-02-16 13411 15775 -2364 -2364 76. VANGUARD HIGH DIVIDEND YIELD ETF 2024-02-16 8668 4108 4560 4560 7. VANGUARD INDEX FUND MID-CAP 2008-11-07 2024-02-16 1656 307 1349 1349 57. VANGUARD LARGE-CAP ETF 2024-02-16 13110 2337 10773 10773 10123 301 0 301 0 301 0 292 292 0 9 0 0 false false false false false false false true true NY true false true 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 false true false false true false false false false JAMES A HOY 5551 DUNROBIN DRIVE APT 4409 SARASOTA FL 32238 CO TRUSTEE 1 998 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 CO TRUSTEE 1 6661 NONE 0 NONE 0 566659 32182 0 598841 0 0 598841 8983 589858 29493 29493 301 301 29192 0 29192 0 29192 30504 0 0 0 0 30504 29192 0 0 0 0 0 0 0 0 30504 0 0 0 29192 1312 0 0 1312 0 0 0 0 0 0 0 1312 0 0 0 0 1312 X COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 NONE PC 1929 SCHOLARSHIP FUND 3930 MADISON COUNTY CHILDRENS CAMP PO BOX 753 ONEIDA NY 13421 NONE PC GENERAL OPERATING 3930 UNITED WAY OF MID RURAL NEW YORK PO BOX 1116 MORRISVILLE NY 13418 NONE PC GENERAL OPERATING 3930 OPL FOUNDATION 459 MAIN ST ONEIDA NY 13421 NONE PC GENERAL OPERATING 3930 THE GREATER NORWICH FOUNDATION 52 S BROAD ST NORWICH NY 13815 NONE PF GENERAL OPERATING 3930 ONEIDA HEALTHCARE FOUNDATION 321 GENESEE STREET ONEIDA NY 13421 NONE PC GENERAL OPERATING 3930 ONEIDA ROTARY CLUB FOUNDATION INC 317 MAIN ST ONEIDA NY 13421 NONE PC GENERAL OPERATING 3930 27510 14 17932 18 10123 28055 28055 false false false false false false false false false false X X 1 TW ALFHILD OWESTCOTT FBO NANCY WESTCOTT EIN 26-6169005 52 S BROAD ST NORWICH NY 13815 274736 X X 2 TW ALFHILD OWESTCOTT FBO JOAN WESTCOTT EIN 26-6169019 52 S BROAD ST NORWICH NY 13815 284232 X X 1 VARIOUS SECURITIES 269821 2023-12-11 2 VARIOUS SECURITIES 250514 2023-12-11 TAX PREPARATION FEE (NON-ALLOC 1330 1330 THE GREATER NORWICH FOUNDATION C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 2024-11-20 3930 CHARITABLE PURPOSE GRANT 3930 NONE 4/9/2025 ISHARES 0-5 YR TIPS ETF AT COST 10850 11119 FEDERATED TOTAL RETURN BOND FU AT COST 31015 31578 JPMORGAN CORE PLUS BOND ETF AT COST 20688 21137 VANGUARD TOTAL BOND MARKET ETF AT COST 31035 31722 FEDERATED INSTITUTIONAL HIGH Y AT COST 71773 73639 JPMORGAN LARGE CAP GROWTH I AT COST 24263 49119 VANGUARD HIGH DIVIDEND YIELD E AT COST 22147 73299 VANGUARD LARGE-CAP ETF AT COST 10039 74327 VANGUARD INDEX FUND MID-CAP AT COST 3752 25047 FIDELITY SMALL CAP INDEX FUND AT COST 7790 12783 SCHWAB US SMALL CAP ETF AT COST 6260 12013 ISHARES MSCI EAFE GROWTH ETF AT COST 17368 25278 ISHARES MSCI EAFE SMALL CAP ET AT COST 7904 8957 VANGUARD FTSE DEVELOPED MARKET AT COST 27322 52061 JPMORGAN EMERGING MARKETS EQUI AT COST 13135 13674 ISHARES MSCI EMERG MKT MIN VOL AT COST 25678 27342 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 22041 28469 DFA GLOBAL REAL ESTATE SECURIT AT COST 13416 16126 LAZARD GLOBAL LISTED INFRASTRU AT COST 12418 14831 EXCESS OF FMV OVER BV OF STOCK GIFTS 155301 ROUNDING 3 TW ALFHILD OWESTCOTT FBO NANCY WESTCOTT EIN 26-6169005 52 S BROAD ST NORWICH NY 13815 TW ALFHILD OWESTCOTT FBO JOAN WESTCOTT EIN 26-6169019 52 S BROAD ST NORWICH NY 13815 FOREIGN TAXES ON QUALIFIED FOR 306 306 0 FOREIGN TAXES ON NONQUALIFIED 114 114 0