2024-10-09T07:18:54-05:00 2023-10-31 132550103 D'ARCANGELO & CO LLP 200 EAST GARDEN STREET ROME NY 134424300 990PF 2022-11-01 161373396 HOWARD & BESS CHAPMAN CHARITABLE CORP C/O NBT FINANCIAL GROUP HOWA 3154757595 101 N SALINA ST 202 SYRACUSE NY 13202 DONALD H DEW SECRETARY 3154757595 2024-09-23 1 1 ERIC D LONGWAY CPA P00846086 3153369220 2024-09-23 2022 2024-10-15 13:58:12Z X 2671482 X X 82925 82925 46706 329581 46706 129631 129631 5000 0 5000 3000 0 0 22376 0 0 298 0 0 654 0 0 31328 0 5000 145000 145000 176328 0 150000 -46697 129631 51285 73617 73617 1760046 1610288 1821407 806394 887123 776458 2617725 2571028 2671482 250 250 250 250 X 2346031 2346031 0 0 271444 224747 2617475 2570778 2617725 2571028 2617475 -46697 0 2570778 0 2570778 36.509 PARNASSUS MID CAP FUND INSTI P 2022-05-18 2023-05-17 1230 1314 -84 -84 99.407 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL P 2022-05-18 2023-05-17 670 681 -11 -11 158.618 FIDELITY OVERSEAS FD P 2022-10-12 2023-05-17 9065 6887 2178 2178 322.186 JPMORGANS LARGE CAP GROWTH 1 P 2021-05-18 2023-05-17 15945 19628 -3683 -3683 259.101 FIDELITY 500 INDEX FUND P 2018-09-14 2023-05-17 37010 26408 10602 10602 85 ISHARES CORE MSCI EAFE ETF P 2022-10-12 2023-05-18 5811 4460 1351 1351 96 SCHWAB US SMALL CAP ETF P 2022-05-18 2023-05-18 3875 3971 -96 -96 100 SCHWAB US DIVIDEND EQUITY ETF P 2019-05-22 2023-05-18 6950 5194 1756 1756 1225 FLEXSHARES STOXX GLBL BRD INFRASTRUCTURE IDX P 2021-05-18 2023-05-18 64455 71246 -6791 -6791 335.224 FIDELITY OVERSEAS FD P 2022-10-12 2023-08-10 19205 14555 4650 4650 146.13 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO P 2019-05-22 2023-08-10 1435 1695 -260 -260 645.374 BLACKROCK HIGH YIELD BOND PORTFOLIO INSTL P 2021-10-05 2023-08-10 4395 5075 -680 -680 190.43 PARNASSUS MID CAP FUND INSTL P 2020-05-15 2023-08-10 6825 7185 -360 -360 500.639 JPMORGAN LARGE CAP GROWTH P 2021-05-18 2023-08-10 27405 25119 2286 2286 195.083 FIDELITY 500 INDEX FUND P 2018-09-14 2023-08-10 30275 19883 10392 10392 106.045 JP MORGAN EMERGING MARKETS EQUITY 1 P 2022-05-18 2023-08-10 3140 2994 146 146 240 SCHWAB US SMALL CAP ETF P 2022-05-18 2023-08-11 10742 9926 816 816 195 ISHARES CORE MSCI EAFE ETF P 2022-10-12 2023-08-11 13218 10233 2985 2985 730 SPDR PORTFOLIO DEVELOPED WLD EX-US ETF P 2019-05-22 2023-08-11 23827 22487 1340 1340 285 SCHWAB US DIVIDEND EQUITY ETF P 2019-05-22 2023-08-11 21280 14803 6477 6477 15 FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX P 2021-10-05 2023-08-11 624 566 58 58 80 ISHARES MSCI EAFE SMALL CAP ETF P 2019-05-22 2023-08-11 4791 4558 233 233 75 ISHARES CORE EMERGING MARKETS ETF P 2020-08-18 2023-08-11 3755 4007 -252 -252 CAPITAL GAINS DIVIDENDS P 13653 13653 13653 46706 1802 0 1802 0 1802 0 0 0 0 0 96 1898 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A NBT FINANCIAL GROUP 3154757595 120 MADISON STREET SUITE 1800 ATTN BSHAY SYRACUSE NY 13202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E HASKELL 8400 PEWTER LANE MANLIUS NY 13104 VICE PRESIDENT 4.00 1250 0 0 DONALD H DEW 544 FLORENCE AVE ONEIDA NY 13421 PRESIDENT 4.00 1250 0 0 PETER M DUNN ESQ 621 VALLEY VIEW DR ONEIDA NY 13421 SECRETARY 4.00 1250 0 0 RUSSELL H BREWER 222 COTTAGE PLACE ONEIDA NY 13421 BOARD MEMBER 4.00 1250 0 0 NONE 0 NONE 0 0 2796777 90431 0 2887208 0 0 2887208 43308 2843900 142195 142195 1802 1802 140393 0 140393 0 140393 150000 0 150000 140393 0 0 3831 6553 5975 16359 150000 0 0 0 140393 9607 0 0 25966 0 0 0 0 0 0 3831 22135 6553 5975 9607 NBT FINANCIAL GROUP 120 MADISON STREET SUITE 1800 ATTN BSHAY SYRACUSE NY 13202 3154757595 APPLICATION SHOULD BE SUBMITTED IN WRITTEN FORM WITH NAME, ADDRESS, AMOUNT REQUESTED AND PURPOSE OF GRANT. VERIFICATION OF TAX EXEMPT STATUS IS REQUIRED. ALSO, THE BOARD MAY REQUEST INFORMATION ON THE HISTORY AND FINANCIAL CONDITION OF THE APPLICANT IF NOT FAMILIAR WITH THE ORGANIZATION. THERE ARE NO SUBMISSION DEADLINES NONE CLEAR PATH FOR VETERANS INC 1223 SALT SPRINGS RD CHITTENANGO NY 130379795 NONE 501 (C) 3 UNRESTRICTED DONATION 37500 MADISON COUNTY CHILDREN'S CAMP PO BOX 753 ONEIDA NY 13421 NONE 501 (C) 3 UNRESTRICTED DONATION 5000 ONEIDA CITY SCHOOL DISTRICT FDTN 565 SAYLES ST ONEIDA NY 13421 NONE 501 (C) 3 UNRESTRICTED DONATION 3000 ONEIDA HEALTHCARE FOUNDATION 321 GENESEE STREET ONEIDA NY 13421 NONE 501 (C) 3 UNRESTRICTED DONATION 50000 TRI-VALLEY YMCA 701 SENECA ST ONEIDA NY 13421 NONE 501 (C) 3 UNRESTRICTED DONATION 40000 VERNON-VERONA-SHERRILL EDUCATION FOUNDATION INC PO BOX 63 SHERRILL NY 13461 NONE 501 (C) 3 UNRESTRICTED DONATION 3000 GREATER LENOX AMBULANCE SERVICES 1 LELAND G WRIGHT AVE CANASTOTA NY 13032 NONE 501 (C) 3 UNRESTRICTED DONATION 3000 MADISON ONEIDA BOCES 4937 SPRING ROAD VERONA NY 13478 NONE 501 (C) 3 UNRESTRICTED DONATION 500 BOY SCOUTS OF AMERICA 1325 WEST WALNUT HILL LANE IRVING TX 75038 NONE 501 (C) 3 UNRESTRICTED DONATION 3000 145000 0 82925 46706 0 0 129631 129631 3 INTEREST EARNED ON INVESTMENTS 4 DIVIDENDS EARNED ON INVESTMENTS 8 REALIZED GAIN/LOSS INVESTMENTS;SALES CONDUCTED TO FUND CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 0 0 CORPORATE BONDS AND INCOME FUNDS 887123 776458 SECURITIES 1610288 1821407 LIABILITY INSURANCE 654 0 0 ACCRUED NYS FEE- CHARITABLE 250 250 NBT FEE 21751 0 0 SECRETARIAL ADMIN EXPENSE 625 0 0 NYS TAX 250 0 0 FEDERAL TAX PAYMENTS 48 0 0