2025-04-09T13:02:06-04:00 2024-11-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-12-01 166523074 THE SIDNEY HUFF & ONNOLEE HUFF CHARITABLE TR HUFF 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-03-20 true false JEFFREY E KUHLIN P00353001 4123556000 2025-03-20 X 2023 2025-03-06 01:10:19Z X 120463 X 3211 3208 2008 24001 2008 0 5219 5216 1475 1327 147 0 0 0 0 0 0 1460 0 0 1460 0 0 104 81 0 0 0 0 0 0 0 50 50 3089 1408 0 1657 6900 6900 9989 1408 0 8557 -4770 3808 0 955 751 751 0 0 0 104973 100407 119712 105928 101158 120463 0 X 105928 101158 105928 101158 105928 101158 105928 -4770 0 101158 0 101158 13.993 DFA EMERGING MKTS PORTFOLIO 2023-12-18 375 355 20 20 6.944 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2017-07-05 2023-12-18 70 75 -5 -5 5.7 DIAMOND HILL SMALL-MID CAP FUND 2017-02-17 2023-12-18 145 127 18 18 135.783 DODGE & COX INCOME FUND 2023-12-18 1700 1887 -187 -187 7.356 FIDELITY SMALL CAP INDEX FUND 2020-12-15 2023-12-18 180 182 -2 -2 13.265 FIDELITY EMERGING MKTS INDEX FUND 2023-09-19 2023-12-18 130 130 34.792 FIDELITY EMERGING MKTS INDEX FUND 2019-10-31 2023-12-18 340 365 -25 -25 219.383 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-15 2023-12-18 2275 2725 -450 -450 3.262 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2023-12-18 50 53 -3 -3 48.219 LOOMIS SAYLES BOND FUND 2017-02-17 2023-12-18 555 671 -116 -116 2.425 INVESCO OPPENHEIMER INTL GROWTH Y 2021-03-17 2024-03-19 90 116 -26 -26 9.682 COLUMBIA DIVIDEND INCOME INST3 2022-12-21 2024-03-19 320 286 34 34 3.689 FIDELITY 500 INDEX FUND 2024-03-19 665 490 175 175 15.749 JPMORGAN LARGE CAP GROWTH I 2024-03-19 1090 769 321 321 5.753 DFA EMERGING MKTS PORTFOLIO 2017-02-17 2024-06-21 170 144 26 26 12.024 DIAMOND HILL SMALL-MID CAP FUND 2024-06-21 308 295 13 13 145.571 DIAMOND HILL SMALL-MID CAP FUND 2024-06-21 3731 3253 478 478 2.785 FIDELITY 500 INDEX FUND 2020-12-15 2024-06-21 530 356 174 174 12.093 FIDELITY EMERGING MKTS INDEX FUND 2019-10-31 2024-06-21 130 127 3 3 8.1 JPMORGAN LARGE CAP GROWTH I 2024-06-21 605 364 241 241 14.48 LOOMIS SAYLES BOND FUND 2024-06-21 167 165 2 2 139.361 LOOMIS SAYLES BOND FUND 2024-06-21 1611 1924 -313 -313 6.965 INVESCO OPPENHEIMER INTL GROWTH Y 2021-03-17 2024-07-08 260 332 -72 -72 2.855 COLUMBIA DIVIDEND INCOME INST3 2024-06-21 2024-07-08 95 95 12.21 COLUMBIA DIVIDEND INCOME INST3 2024-07-08 405 357 48 48 4.23 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2024-07-08 85 84 1 1 7.498 DFA EMERGING MKTS PORTFOLIO 2017-02-17 2024-07-08 225 187 38 38 16.484 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2017-07-05 2024-07-08 165 177 -12 -12 10.907 DODGE & COX INTL STOCK FUND 2017-07-05 2024-07-08 565 478 87 87 8.341 DODGE & COX GLOBAL BOND FUND 2024-07-08 90 90 16.026 DODGE & COX INCOME FUND 2024-07-08 200 201 -1 -1 1.677 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-21 2024-07-08 90 90 43.33 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2017-07-05 2024-07-08 380 437 -57 -57 4.237 FIDELITY 500 INDEX FUND 2020-12-15 2024-07-08 820 542 278 278 7.893 FIDELITY SMALL CAP INDEX FUND 2020-12-15 2024-07-08 200 196 4 4 24.069 FIDELITY EMERGING MKTS INDEX FUND 2019-10-31 2024-07-08 265 252 13 13 12.171 FIDELITY US BOND INDEX INSTL PREMIUM 2024-06-21 2024-07-08 125 125 20.48 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-15 2024-07-08 210 254 -44 -44 17.641 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2023-12-18 2024-07-08 160 165 -5 -5 5. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2023-12-18 2024-07-08 202 202 5. ISHARES MSCI EAFE GROWTH ETF 2020-12-15 2024-07-08 519 493 26 26 9.267 JPMORGAN LARGE CAP GROWTH I 2020-05-08 2024-07-08 715 410 305 305 8.039 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2024-03-19 2024-07-08 123 125 -2 -2 1.457 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2024-07-08 22 24 -2 -2 2.226 T. ROWE PRICE MID-CAP VALUE FUND I 2024-06-21 2024-07-08 75 75 15.942 COLUMBIA DIVIDEND INCOME INST3 2024-09-17 565 433 132 132 35.314 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2017-07-05 2024-09-17 410 380 30 30 6.135 DODGE & COX GLOBAL BOND FUND 2024-09-17 70 68 2 2 12.928 DODGE & COX INCOME FUND 2017-07-05 2024-09-17 170 178 -8 -8 8.367 FIDELITY SMALL CAP INDEX FUND 2020-12-15 2024-09-17 230 207 23 23 13.072 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-15 2024-09-17 140 162 -22 -22 5.845 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2020-12-15 2024-09-17 55 65 -10 -10 10.785 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2024-09-17 180 175 5 5 2.233 T. ROWE PRICE MID-CAP VALUE FUND I 2024-06-21 2024-09-17 80 75 5 5 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 CAPITAL GAIN DIVIDENDS P 868 2008 53 0 53 0 53 36 0 0 36 0 17 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 S BROAD STREET 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 S BROAD STREET NORWICH NY 13815 CO TRUSTEE 1 1475 SIDNEY HUFF 2861 BEACON LANE MT DORA FL 32757 CO TRUSTEE 1 0 PETER V SMITH 43 SOUTH BROAD STREET NORWICH NY 13815 CO TRUSTEE 1 0 ONNOLEE D HUFF 2861 BEACON LANE MT DORA FL 32757 CO TRUSTEE 1 0 NONE 0 NONE 0 116722 1464 0 118186 0 0 118186 1773 116413 5821 5821 53 53 5768 0 5768 0 5768 8557 0 0 0 0 8557 5768 0 0 1916 2114 1432 1446 1635 8543 8557 0 0 0 5768 2789 0 0 11332 0 0 0 0 0 0 1916 9416 2114 1432 1446 1635 2789 MARY ANN SCHEER NBT BANK 52 SOUTH BROAD ST NORWICH NY 13815 6073376193 CONTACT NBT BANK FOR APPLICATION DETAILS NONE RESTRICTED TO GRADUATES OF MORRIS CENTRAL HIGH SCHOOL, MORRIS, NY, COOPERSTOWN CENTRAL HIGH SCHOOL, COOPERSTOWN, NY AND NORWICH CENTRL HIGH SCHOOL, NORWICH, NY. HARTWICK COLLEGE PO BOX 4020 ONEONTA NY 13820 NONE I SCHOLARSHIP 2300 UNIVERSITY OF VERMONT 411 MAIN ST BURLINGTON VT 05401 NONE I SCHOLARSHIP 2300 ST LAWRENCE UNIVERSITY 23 ROMODA DR Canton NY 13617 NONE I SCHOLARSHIP 2300 6900 14 3211 18 2008 5219 5219 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1460 1460 DODGE & COX INCOME FUND AT COST 6122 5766 LOOMIS SAYLES BOND FUND FEDERATED INSTITUTIONAL HIGH Y AT COST 8883 8309 DIAMOND HILL SMALL-MID CAP FUN DFA INTERNATIONAL SMALL COMPAN AT COST 2105 2324 DODGE & COX INTL STOCK FUND AT COST 7367 9457 DFA EMERGING MKTS PORTFOLIO AT COST 3545 4110 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 4868 5733 DFA GLOBAL REAL ESTATE SECURIT AT COST 2664 2885 LAZARD GLOBAL LISTED INFRASTRU AT COST 2866 2927 JPMORGAN LARGE CAP GROWTH I AT COST 5790 10294 INVESCO OPPENHEIMER INTL GROWT AT COST 4769 4545 FIDELITY EMERGING MKTS INDEX F AT COST 3999 4162 DODGE & COX GLOBAL BOND FUND AT COST 2255 2296 COLUMBIA DIVIDEND INCOME INST3 AT COST 9324 14274 FIDELITY SMALL CAP INDEX FUND AT COST 2966 4654 FIDELITY INFL PROT BD INSTL PR AT COST 5072 4645 FIDELITY US BD INDEX INSTL PRE AT COST 8689 7523 FIDELITY 500 INDEX FD AT COST 8990 14654 ISHARES MSCI EAFE GROWTH ETF AT COST 4393 4550 PIMCO INCOME FUND INSTL CLASS AT COST 1740 1760 FEDERATED HERMES MDT MID CAP G AT COST 2030 2579 T. ROWE PRICE MID-CAP VALUE FU AT COST 1970 2265 STATE FILING FEE 50 0 50 FEDERAL ESTIMATES - PRINCIPAL 23 0 0 FOREIGN TAXES ON QUALIFIED FOR 64 64 0 FOREIGN TAXES ON NONQUALIFIED 17 17 0