2025-06-02T09:03:51-07:00 2024-12-31 132550103 DArcangelo & Co LLP 5000 Brittonfield Pkwy Bldg B - Ste East Syracuse NY 13057 990PF 2024-01-01 166043564 THOMAS &ESTHER FLANAGAN CHARITABLE TRUST THOM 6073356193 NBT BANK - 52 SOUTH BROAD STREET NORWICH NY 13815 ESTHER FLANAGAN CO-TRUSTEE 2025-06-02 true true David Silverman P00354539 3154757213 2024 2025-03-06 01:10:19Z X 2662810 X X 56605 56605 56605 85602 110568 85602 142207 142207 56605 2760 355 3403 6518 0 0 145750 145750 152268 0 145750 -10061 142207 56605 64134 20000 19959 61547 36582 115134 150000 195000 191087 1799729 1826727 2336630 2075410 2078309 2662810 12960 12960 X 2075410 2065349 2075410 2065349 2075410 2078309 2075410 -10061 2065349 2065349 21 Pepsico P 2000-01-01 2024-02-06 3577 130 3447 3447 67 Novartis Ag spons ADR P 2000-01-01 2024-02-06 6948 2608 4340 4340 38 Ishares Nasdaq Biotech ETF P 2000-01-01 2024-02-06 5104 3246 1858 1858 51 TJX Cos Inc P 2000-01-01 2024-02-06 4939 1355 3584 3584 47 Mondelez International Inc P 2000-01-01 2024-02-06 3596 62 3534 3534 23 CATERPILLAR INC P 2000-01-01 2024-02-06 7130 2047 5083 5083 19 Lowes Cos Inc P 2000-01-01 2024-02-06 4093 889 3204 3204 18 Union Pac Corp P 2000-01-01 2024-02-06 4463 1807 2656 2656 37 Mondelez International Inc P 2000-01-01 2024-05-03 2601 49 2552 2552 15 Lowes Cos Inc P 2000-01-01 2024-05-03 3397 702 2695 2695 19 CATERPILLAR INC P 2000-01-01 2024-05-03 6319 1690 4629 4629 14 Union Pac Corp P 2000-01-01 2024-05-03 3306 1406 1900 1900 17 Pepsico P 2000-01-01 2024-05-03 2964 105 2859 2859 41 TJX Cos Inc P 2000-01-01 2024-05-03 3854 1088 2766 2766 54 Novartis Ag spons ADR P 2000-01-01 2024-05-03 5252 2103 3149 3149 12 Lowes Cos Inc P 2000-01-01 2024-11-07 3132 562 2570 2570 43 Novartis Ag spons ADR P 2000-01-01 2024-11-07 4617 1674 2943 2943 15 CATERPILLAR INC P 2000-01-01 2024-11-07 6254 1335 4919 4919 30 Mondelez International Inc P 2000-01-01 2024-11-07 2007 40 1967 1967 33 TJX Cos Inc P 2000-01-01 2024-11-07 3798 877 2921 2921 11 Union Pac Corp P 2000-01-01 2024-11-07 2747 1104 1643 1643 14 Pepsico P 2000-01-01 2024-11-07 2310 87 2223 2223 Capital Gain Dividends 18160 85602 1977 1977 1977 3006 3006 1029 1029 false false false false false false false true true NY true false false false false true N/A NBT BANK 6073356193 NORWICH NY NORWICH NY 13815 false false false false false false false false false false false false false false false false false false false false false false NBT BANK 52 SOUTH BROAD STREET NORWICH NY 13815 CO-TRUSTEE 0.00 0 MRS THOMAS M FLANAGAN 123 North Broad St NORWICH NY 13815 CO-TRUSTEE 0.00 0 PETER FLANAGAN 299 Preston Center Road OXFORD NY 13830 CO-TRUSTEE 0.00 0 Stephen Flanagan 647 Turner Street Oxford NY 13815 CO-TRUSTEE 0.00 0 Timothy Flanagan 31 Saddle Ridge Road Wilton CT 06897 CO-TRUSTEE 0.00 0 Patrik Flanagan 81 South Broad Street Norwich NY 13815 CO-TRUSTEE 0.00 0 William Flanagan 67 Ten Broeck Street Albany NY 12210 CO-TRUSTEE 0.00 0 Thomas M Flanagan 8 Seminary Road Simsbury CT 06070 CO-TRUSTEE 0.00 0 David Flanagan 11 Carriage Road Delmar NY 12054 CO-TRUSTEE 0.00 0 NONE NONE PROVIDE GRANTS TO QUALIFYING ORGANIZATIONS FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC, LITERARY, ETC. PURPOSES. 0 2630533 60410 0 2690943 0 2690943 40364 2650579 132529 132529 1977 1977 130552 130552 130552 145750 145750 130552 16311 17537 33848 145750 0 130552 15198 49046 0 16311 32735 17537 15198 MRS THOMAS M FLANAGAN NBT Bank 52 South Broad St NORWICH NY 13815 6073376193 PREGRANT INQUIRY FORM OR LETTER - INCLUDE TAX CLASSIFICATION AND PURPOSE OF FUNDS TO BE USED. NONE NONE CHENANGO COUNTY COUNCIL ARTS 27 W Main St 8 NORWICH NY 13815 NONE PUBLIC PROGRAM SPONSORSHIP 2500 WSKG PUBLIC BROADCASTING 601 Gates Road Vestal NY 13850 NONE PUBLIC GENERAL 1000 HOLY FAMILY SCHOOL 17 Prospect Street NORWICH NY 13815 NONE PUBLIC GENERAL 11250 COLORSCAPE CHENANGO ARTS FEST PO Box 624 Norwich NY 13815 NONE PUBLIC ARTS FESTIVAL 2000 NORWICH JUNIOR FOOTBALL 89 Midland Drive Norwich NY 13815 NONE PUBLIC GENERAL 300 HOSPICE CHENANGO COUNTY 21 Hayes Street Norwich NY 13815 NONE PUBLIC MEMORIALS 3000 NORWICH YMCA 68-70 North Broad Street Norwich NY 13815 NONE PUBLIC SCHOLARSHIP FD 4850 NORWICH CITY SCHOOL 89 Midland Drive Norwich NY 13815 NONE PUBLIC GENERAL 700 CHENANGO BLUES ASSOC 54 Borden Ave B-22 Norwich NY 13815 NONE PUBLIC BLUES FEST 3000 ST BARTHOLOMEW ROMAN CATHOLIC CHURC 73 East Main Street Norwich NY 13815 NONE PUBLIC GENERAL 10750 CHASE COLLEGIATE SCHOOL 565 Chase Parkway Waterbury CT 06708 NONE PUBLIC GENERAL 1000 CHENANGO MEMORIAL HOSP 179 N Broad Street Norwich NY 13815 None PUBLIC GENERAL 4000 CONNECTICUT COLLEGE 270 Mohegan Ave New London CT 06320 None Public ANNUAL GIVING 1250 MERCERSBURG ACADEMY 300 E Seminary Street Mercersburg PA 17236 NONE PUBLIC ANNUAL FD 9250 ST PAUL'S ROMAN CATHOLIC CHURCH 80 Pleasant St Norwich NY 13815 NONE PUBLIC GENERAL 30500 Chenango County Historical Society 45 Rexford St Norwich NY 13815 NONE PUBLIC General 2500 The Greater Norwich Foundation 52 South Broad St Norwich NY 13815 NONE PC General 1500 Chenango Valley Home 24 Canasawacta St Norwich NY 13815 NONE General 2250 The Smile Train PO Box 96231 Washington DC 20090 NONE General 500 Catholic Charities of Chenango City 3 OHara Drive Norwich NY 13815 NONE General 2500 Syracuse University 820 Comstock Ave Syracuse NY 13244 NONE General 2500 The Cobb School 112 Sand Hill Rd Simsbury CT 06070 NONE General 250 Union College 807 Union St Schenectady NY 13208 NONE General 1000 Various Norwich Norwich NY 13815 NONE General 3500 Emmanuel Episcopal Church 400 W Yates St East Syracuse NY 13057 None General 3000 Cornell Cooperative Extension 100 S Salina St Suite 170 Syracuse NY 13202 None General 1000 Mendelssohn Club of Albany 90 Carstead Dr Slingerlands NY 12159 None General 500 Earlville Opera House 18 E Main St Earlville NY 13332 None General 1000 Friends of Rogers Environment 2715 NY-80 Sherburne NY 13460 None General 500 University of Vermont University of Vermont Burlington VT 05405 None General 500 Edesia Inc 500 Romano Vineyard Way North Kingstown RI 02852 None General 500 Special Olympics Connecticut 2666 State St 1 Hamden CT 06517 None General 300 Bird Dog Foundation 505 TN-57 Grand Junction TN 38039 None General 1000 Pathfinder Village 3 Chenango Rd Edmeston NY 13335 None General 500 St Pauls on the Green 60 East Ave Norwalk CT 06851 None General 1500 Wilton Library Assocation 137 Old Ridgefield Rd Wilton CT 06897 None General 2000 Norwalk River Watershed Assn PO Box 7114 Wilton CT 06897 None General 1000 The Healing Garden 251 Baldwin Ave Jersey City NJ 07306 None General 500 Camp Dudley YMCA 126 Camp Dudley Rd Westport NY 12993 None General 2100 Memorial Sloan-Kettering Cancer Cen 1275 York Avenue New York NY 10065 None General 4000 Christian Neighborhood Center 20 East Main St Norwich NY 13815 None General 2000 Wounded Warrior Project 370 7th Ave Suite 1802 New York NY 10001 None General 500 Blue Hill Observatory 1 Observatory Service Rd MIlton MA 02186 General 500 Suffield Academy 185 N Main St Suffield CT 06078 General 500 Norwich Police Department 18 East Main St Norwich NY 13815 General 5000 Depot Theatre 6705 Main St Westport NY 12993 General 1000 Golden Foundation 237 Bell Rd New Berlin NY 13411 General 6000 Juvenile Diabetes Research Foundati 200 Vesey St 28th Floor New York NY 10281 General 2000 Cornell University 300 Day Hall 10 East Ave Ithaca NY 14853 General 1500 Chenango County Law Enforcement 279 County Rd 46 Norwich NY 13815 General 1000 Musefest 1 Broad St Hamilton NY 13346 General 1000 Chenango Memorial Hospital 179 N Broad St Norwich NY 13815 General 500 Wildlands Trust 675 Long Pond Rd Plymouth MA 02360 General 1000 Autumn Aces Golf Pickleball 137 Old Ridgefield Rd Wilton CT 06897 General 1500 145750 14 56605 18160 67442 74765 67442 142207 false false false false false false false false false false TAX PREPARATION 2760 0 0 0 5506 Dodge & Cox Income Fund 70000 68166 2853 Dodge & Cox Global Bond Fund 30000 29989 3863 Federated Institutional High Yield 35000 34225 4310 Fidelity Inflation Protected Bond 40000 38312 840 Vanguard ST Infl Prot-Adm 20000 20395 62 Caterpillar Inc 5517 22491 153 Ishares Nasdaq Biotech ETF 13072 20228 52 Lowes Cos Inc 2434 12834 121 Mondelez International Inc 161 7227 56 Pepsico Inc 347 8515 134 TJX Cos Inc 3558 16189 47 Union Pac Corp 4718 10718 174 Novartis Ag Spons ADR 6775 16932 20000 19959 575.229 Vanguard Mid-Cap Index Fund AT COST 137985 188025 3692 Dodge & Cox Intl Stock Fund AT COST 160000 184215 2100 Flexshares Mstar Glbl Upstrm Nat AT COST 68985 76356 7979 DFA Global Real Estate Sec. AT COST 89505 80589 5607 Lazard Global Listed Infrastru AT COST 88129 87636 1948.615 Fidelity 500 Index Fund AT COST 220000 397888 9844 Fidelity Emerging Mkts Index Fund AT COST 100000 102967 10206 Colombia Dividend Income AT COST 297000 344263 3993.584 JP Morgan Large Cap Growth AT COST 170000 318369 4833.212 Fidelity Small Cap Index AT COST 125000 133783 1376 DFA Intl Small Company AT COST 25000 26692 3534 Fidelity Intl AT COST 150000 167998 1965 MSCI EAFE Growth Etf AT COST 160123 190271 1315 DFA Emerging Mkts Portfolio AT COST 35000 37578 INVESTMENT FEES 3153 NYS FILING FEE 250 Foreign Taxes 355