2026-08-05T11:01:34-04:00 2026-03-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-04-01 166064927 THE GREATER NORWICH FOUNDATION NORW 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2026-08-04 true JEFFREY E KUHLIN P00353001 4123556000 2026-08-04 X 2025 2025-03-06 01:10:19Z X 14799423 105449 427825 426816 309130 1679365 309130 0 3 842407 735946 56279 50652 5628 0 0 0 0 0 0 1322 0 0 1322 0 0 20629 6992 0 0 0 0 0 0 0 752 750 78982 57644 0 7700 739915 739915 818897 57644 0 747615 23510 678302 0 493929 512896 512896 0 0 0 7169244 7172611 14286527 7663173 7685507 14799423 0 X 7663173 7685507 7663173 7685507 7663173 7685507 7663173 23510 0 7686683 1176 7685507 50. APPLE COMPUTER 2008-03-03 2025-05-08 9953 217 9736 9736 275. J P MORGAN CHASE & CO COM 2016-07-12 2025-05-08 70165 17488 52677 52677 40. LILLY ELI & CO COM 1995-11-13 2025-05-08 30302 967 29335 29335 250. MICROSOFT CORP COM 2025-05-08 110070 7005 103065 103065 100000. APPLE INC 3.2000% 05/13/25 2015-07-06 2025-05-13 100000 100009 -9 -9 2400. BRISTOL MYERS SQUIBB CO COM 2025-05-21 113103 49237 63866 63866 250000. CONSTELLATION BRANDS INC 5.0000% 02/02/26 2023-02-14 2025-06-12 250000 249318 682 682 100000. CITIGROUP INC 5.6000% 07/31/28 2023-07-27 2025-07-31 100000 100000 50000. BANK AMERICA CORP 5.1000% 08/16/29 2024-08-14 2025-08-18 50000 50000 250000. SYNCHRONY BANK 5.4000% 08/22/25 2023-02-14 2025-08-22 250000 248673 1327 1327 100000. WELLS FARGO & CO 4.2000% 08/29/25 2022-08-25 2025-08-29 100000 100000 250000. CMS ENERGY CORP 3.6000% 11/15/25 2023-02-14 2025-11-15 250000 239070 10930 10930 160000. JPMORGAN CHASE FINL CO LLC 4.3000% 08/31/26 2022-08-29 2026-03-02 160000 160000 583. QNITY ELECTRONICS INC 2026-03-06 65385 24738 40647 40647 225. SOLSTICE ADVANCED MATERIALS INC. 2013-02-26 2026-03-06 16223 3513 12710 12710 112. VERSANT MEDIA GROUP INC CL A 2026-03-06 4164 7743 -3579 -3579 309130 9428 0 9428 0 9428 11704 0 0 11704 0 2276 2276 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 true false false true false false false false NBT BANK NA 52 SOUTH BROAD ST NORWICH NY 13815 TRUSTEE 1 56279 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 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 14286213 346879 0 14633092 0 0 14633092 219496 14413596 720680 720680 9428 9428 711252 0 711252 0 711252 747615 0 0 0 0 747615 711252 599242 0 0 0 0 0 0 0 747615 599242 0 59699 88674 0 0 0 59699 0 0 0 0 622578 59699 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 UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4100 STORRS CT 06269 NONE I SCHOLARSHIP AWARD 4000 SUNY CORTLAND 22 GRAHAM AVE CORTLAND NY 13045 NONE I SCHOLARSHIP AWARD 2000 BINGHAMTON UNIVERSITY PO BOX 6003 BINGHAMTON NY 139026003 NONE I SCHOLARSHIP AWARD 2000 LEMOYNE COLLEGE PO BOX 475 ALBANY NY 12201 NONE I SCHOLARSHIP AWARD 2000 SUNY ONEONTA 108 RAVINE PARKWAY ONEONTA NY 13820 NONE I SCHOLARSHIP AWARDS 4000 UNIVERSITY AT BUFFALO FINANCIAL AID AT 1CAPEN 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 WEST VIRGINIA UNIVERSITY 62 MORRILL WAY MORGANTOWN WV 26506 NONE PC SCHOLARSHIP AWARD 1000 CITY OF NORWICH ONE CITY PLAZA NORWICH NY 13815 NONE GOV FRIDAY EVENING CONCERTS 3525 BASSETT HEALTHCARE 1 ATWELL RD COOPERSTOWN NY 13326 NONE SO III FI PURCHASE EQUIPMENT 10495 SUNY OSWEGO 7060 STATE ROUTE 104 OSWEGO NY 13126 NONE I SCHOLARSHIP AWARD 2000 SUNY COBLESKILL 118B KNAPP HALL COBLESKILL NY 12043 NONE I SCHOLARSHIP AWARD 2000 CHENANGO VALLEY HOME 24 CANASAWACTA ST NORWICH NY 13815 NONE POF UPGRADE FIRE SYSTEM 200000 NORWICH YMCA 68-70 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 40000 UNIVERSITY OF NORTH CAROLINA WILMINGTON 601 S COLLEGE ROAD WILMINGTON NC 28403 NONE I SCHOLARSHIP AWARD 2000 GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 NONE PC RABBI SHAPIRO COLLECTION 250 United Way of Mid Rural New York Inc 83 NORTH BROAD ST FRONT SUITE NORWICH NY 13815 NONE PC DOLLY PARTON LIBRARY 15600 FRIENDS OF ROGERS ENVIRONMENTAL EDUCATION CENTER PO BOX 932 2721 ST HWY 80 SHERBURNE NY 13460 NONE POF FUND INTERNAL STAFF TO RUN 15000 CHENANGO HOUSING IMPROVEMENT PROGRAM 27 WEST MAIN ST NORWICH NY 13815 NONE PC BOILER REPLACEMENT 6191 CHENANGO MEMORIAL HOSPITAL FOUNDATION INC 179 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 114058 NORWICH VOL FIREMAN'S ASSOC INC PO BOX 631 NORWICH NY 13815 NONE NC PURCHASE NEW FIRE HOSE 30325 Norwich Business Improvement District ONE CITY PLAZA NORWICH NY 13815 NONE PC GRANT FOR DECORATIVE 5000 CHENANGO COUNTY BLUES ASSOCIATION 5 SOUTH BROAD STREET NORWICH NY 13815 NONE PC THURSDAY CONCERT SERIES IN 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 LYNN UNIVERSITY 3601 N MILITARY TRL BOCA RATON FL 33431 NONE I SCHOLARSHIP AWARD 2000 UNITED CHURCH CHRIST 1ST CONG 11 WEST MAIN STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 1000 SUNY DELHI 454 DELHI DR DELHI NY 13753 NONE I SCHOLARSHIP AWARDS 6820 STONY BROOK UNIVERSITY PO BOX 619 STONY BROOK NY 11790 NONE I SCHOLARSHIP AWARD 3000 UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPA FL 33606 NONE I SCHOLARSHIP AWARD 2000 THE IMPACT PROJECT 4 CLINTON ST GREENE NY 13778 NONE PC HOME REPAIRS FOR LOW INCOME 20000 CHENANGO COUNTY COUNCIL OF THE ARTS INC 27 WEST MAIN STREET NORWICH NY 138151611 NONE PC GENERAL OPERATING SUPPORT 12000 SUNY BROOME COMMUNITY COLLEGE PO BOX 1017 BINGHAMTON NY 13902 NONE I SCHOLARSHIP AWARDS 10000 CORNELL UNIVERSITY PO BOX 752 ITHACA NY 14851 NONE I SCHOLARSHIP AWARD 2000 PURCHASE COLLEGE 735 ANDERSON HILL RD PURCHASE NY 10577 NONE I SCHOLARSHIP AWARD 2000 RURAL HEALTH NETWORK OF SCNY INC 455 COURT ST BINGHAMTON NY 13904 NONE PC TRANSPORTATION FOR CHENANGO 15000 NAZARETH UNIVERSITY PO BOX 92735 ROCHESTER NY 14692 NONE I SCHOLARSHIP AWARD 2000 CHENANGO COUNTY HISTORICAL SOCIETY 45 REXFORD STREET NORWICH NY 13815 NONE PC GRANT FOR IMPROVEMENTS TO 6586 LT WARREN E EATON AIRPORT 5 COURT ST NORWICH NY 13815 NONE PC TO BRING WARBIRD THUNDER TO 16000 NORWICH THEATER CO INC PO BOX 844 NORWICH NY 13815 NONE PC MUSICAL PRODUCTION AND ART 15700 BROAD STREET UNITED METHODIST CHURCH 74 NORTH BROAD STREET NORWICH NY 13815 NONE PC ROOF PROJECT 50000 UNIVERSITY AT ALBANY 1400 WASHINGTON AVE ALBANY NY 12222 NONE I SCHOLARSHIP AWARD 4000 MORRISVILLE COLLEGE FOUNDATION INC PO BOX 901 MORRISVILLE NY 13408 NONE PC SCHOLARSHIPS AND DAYCARE 35000 AMERICAN RED CROSS 620 E MAIN ST ENDICOTT NY 13760 NONE PC DISASTER SERVICE PROGRAM 5000 SUNY POLYTECHNIC INSTITUTE 100 SEYMOUR RD UTICA NY 13502 NONE I SCHOLARSHIP AWARDS 6000 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 NONE I SCHOLARSHIP AWARD 2000 ALBANY COLLEGE OF PHARMACY 106 NEW SCOTLAND AVE ALBANY NY 12208 NONE I SCHOLARSHIP AWARD 2000 SUNY MORRISVILLE PO BOX 901 MORRISVILLE NY 13408 NONE I SCHOLARSHIP AWARDS 8000 AUNT MARYS HOUSE PO BOX 955 NORWICH NY 13815 NONE PC SUPPLIES 5365 ROCHESTER INSTITUTE OF TECHNOLOGY ONE LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE I SCHOLARSHIP AWARD 3000 MOHAWK VALLEY COMMUNITY COLLEGE 1101 SHERMAN DR UTICA NY 13501 NONE I SCHOLARSHIP AWARD 2000 739915 14 427825 18 309130 FEDERAL TAX REFUND 1 3 736958 736958 true false false false false false false false false 1a(1) 30325 NORWICH VOL FIREMAN'S ASSOC CASH GRANT FOR CHARITABLE PURPOSES false X X 1 CHARLES BURR CHARITABLE TR C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 13908 X 2 RAYMOND L & ALMA J WILLARD CHARITABLE TR C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 24328 X 3 CURRAN FOUNDATION 102 Yacht Harbor Dr Unit 373 Palm Coast FL 32137 7000 X 4 WESTCOTT FAMILY CHARITABLE TRUST C/O NBT BANK 52 S BROAD ST Norwich NY 13815 10000 X 5 GILBERT BARBARA HARRINGTON 45 CORTLAND ST NORWICH NY 13815 20000 X 6 ESTATE OF ESTHER FLANAGAN 38 WOODLAND ST HARTFORD CT 061052333 10000 X 7 MR MRS JOHN ENDRIES 8518 EQUESTRIAN RIDGE MANLIUS NY 13104 5000 X TAX PREPARATION FEE (NON-ALLOC 1322 1322 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). NORWICH VOL FIREMAN'S ASSOC PO BOX 631 NORWICH NY 13815 2025-10-17 30325 PURCHASE NEW FIRE HOSE 30325 NO 8/4/2026 VANGUARD INTER TERM CORP BOND AT COST 492767 455539 ISHARES MSCI EMERG MKT ETF AT COST 325562 423653 ISHARES MSCI EAFE ETF AT COST 532425 782382 STATE STREET SPDR S&P DIVIDEND AT COST 72392 189722 FINANCIAL SELECT SECTOR SPDR AT COST 7156 24685 AXIS CAPITAL HLDGS 5.500% PFD AT COST 25000 19400 STATE STREET SPDR S&P MIDCAP 4 AT COST 267199 407062 ISHARES RUSSELL 2000 ETF AT COST 239627 342984 APPLE INC 3.2% 5/13/2025 ABBOTT LABS AT COST 13678 61602 ABBVIE INC AT COST 24890 104395 APPLE INC AT COST 11713 777866 AT&T INC AT COST 67530 129295 BRISTOL MYERS SQUIBB CO CHEVRON CORPORATION AT COST 26885 258625 CISCO SYSTEMS INC AT COST 69823 174578 DISNEY WALT CO NEW AT COST 55722 197579 DOMINION RESOURCES INC AT COST 12733 27819 DUKE ENERGY CORP AT COST 37479 65470 EXXONMOBIL CORP AT COST 30828 254490 GENERAL DYNAMICS CORP AT COST 90270 137288 GENERAL MLS INC AT COST 62280 71835 HONEYWELL INTERNATIONAL INC AT COST 56121 203427 JP MORGAN CHASE & CO AT COST 73241 728046 LILLY ELI & CO AT COST 19506 882979 LOWES COS INC AT COST 76823 472560 MCDONALDS CORP AT COST 125559 543883 MERCK & CO INC AT COST 48609 181638 METLIFE INC AT COST 22708 35360 MICROCHIP TECHNOLOGY INC AT COST 42606 129220 MICROSOFT CORP AT COST 30651 553404 NBT BANCORP INC AT COST 9328 42580 NEXTERA ENERGY INC AT COST 3468 72911 PEPSICO INC AT COST 18791 155290 PFIZER INC AT COST 70245 75816 PROCTER & GAMBLE CO AT COST 22390 151662 PRUDENTIAL FINL INC AT COST 67656 97690 STATE STREET REAL ESTATE SEL S AT COST 31141 34583 STATE STREET SPDR S&P REGIONAL AT COST 80918 182420 UNION PAC CORP AT COST 18750 303275 US BANCORP NEW AT COST 43768 52010 VANGUARD REAL ESTATE ETF AT COST 99738 126398 VERIZON COMMUNICATIONS AT COST 115528 175700 NOVARTIS AG SPONS ADR AT COST 81710 190938 SCHWAB US AGGREGATE BD ETF AT COST 517073 431288 INVESCO TR II SENIOR LOAD ETF AT COST 100217 89294 COMCAST CORP - CL A AT COST 115028 80388 DOW INC COM AT COST 28973 46440 DUPONT DE NEMOURS INC AT COST 17263 53403 CARRIER GLOBAL CORPORATION AT COST 5132 25903 INTL. BUSINESS MACHINES CORP AT COST 209474 436302 ORACLE CORPORATION AT COST 85183 139755 OTIS WORLDWIDE CORP AT COST 7694 17728 FLEXSHARES STOXX GLBL BRD INFR AT COST 140120 150346 CMS ENERGY CORP 3.6000% 11/15/ CONSTELLATION BRANDS INC 5.000 JPMORGAN CHASE FINL CO LLC 4.3 SYNCHRONY BANK 5.4000% 08/22/2 WELLS FARGO & CO 4.2000% 08/29 RTX CORPORATION AT COST 17120 88734 CITIGROUP INC 5.6000% 07/31/28 KEYBANK NATIONAL ASSOCIATION 6 AT COST 191812 208004 BANK AMERICA CORP 5.1% 08/16/2 GOLDMAN SACHS GROUP INC 5.5% 1 AT COST 100000 99635 JPMORGAN CHASE & CO 5.4% 4/27/ AT COST 200000 198932 MORGAN STANLEY FIN LLC 4.3% 10 AT COST 150000 143304 WELLS FARGO & CO 4.8% 8/16/28 AT COST 150000 150020 STATE STREET COMM SVCS SELECT AT COST 99587 131369 NVIDIA CORP AT COST 152025 216256 STATE STREET TECHNOLOGY SELECT AT COST 152037 179681 CITIGROUP INC 5.0000% 08/13/3 AT COST 125000 120475 EDISON INTL 5.2500% 03/15/32 AT COST 387400 396857 JPMORGAN CHASE 02/27/56 AT COST 47985 40440 NATL BK CANADA 4.0000% 12/29/ AT COST 200000 199500 US BANCORP 5.3000% 09/04/35 AT COST 200000 194635 NESTLE SA SPONS ADR AT COST 48646 45091 ISHARES MSCI EAFE GROWTH ETF AT COST 99628 104688 VANGAURD REAL ESTATE ETF COST BASIS ADJ 1169 ROUNDING 7 FEDERAL INTEREST 2 0 0 STATE FILING FEE 750 0 750 FEDERAL TAX REFUND 3 0 FOREIGN TAXES 3821 3821 0 FEDERAL TAX PAYMENT - PRIOR YE 1933 0 0 FEDERAL ESTIMATES - PRINCIPAL 11704 0 0 FOREIGN TAXES - QUALIFIED DIVI 2439 2439 0 FOREIGN TAXES - NONQUALIFIED D 732 732 0