2025-03-07T13:01:14-05:00 2024-10-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-11-01 146128271 VIRGIL & JANE PECK EHLE SCHOLARSHIP FD EHLE 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-02-27 true false JEFFREY E KUHLIN P00353001 4123556000 2025-02-27 X 2023 2025-03-06 01:10:19Z X 207467 X 5620 5616 5903 39799 5903 0 11523 11519 2514 2262 251 0 0 0 0 0 0 1460 0 0 1460 0 0 165 141 0 0 0 0 0 0 0 50 50 4189 2403 0 1761 16445 16445 20634 2403 0 18206 -9111 9116 0 894 8534 8534 0 0 0 176229 159476 198933 177123 168010 207467 0 X 177123 168010 177123 168010 177123 168010 177123 -9111 0 168012 2 168010 2.883 INVESCO OPPENHEIMER INTL GROWTH Y 2018-06-01 2023-12-11 110 127 -17 -17 14.725 COLUMBIA DIVIDEND INCOME INST3 2022-07-28 2023-12-11 460 434 26 26 4.51 DFA EMERGING MKTS PORTFOLIO 2018-06-01 2023-12-11 120 134 -14 -14 5.499 DIAMOND HILL SMALL-MID CAP FUND 2022-07-28 2023-12-11 135 139 -4 -4 7.019 DODGE & COX INTL STOCK FUND 2023-12-11 340 300 40 40 5.319 FIDELITY SMALL CAP INDEX FUND 2022-07-28 2023-12-11 125 123 2 2 11.663 FIDELITY EMERGING MKTS INDEX FUND 2023-12-11 115 114 1 1 4.19 JPMORGAN LARGE CAP GROWTH I 2020-09-22 2023-12-11 245 232 13 13 1.176 VANGUARD #94 INSTITUTIONAL INDEX 2022-07-28 2023-12-11 455 406 49 49 5. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2022-07-28 2024-07-03 204 200 4 4 6. INVESCO OPPENHEIMER INTL GROWTH Y 2018-06-01 2024-07-05 225 265 -40 -40 30.864 COLUMBIA DIVIDEND INCOME INST3 2024-07-05 1025 843 182 182 7.681 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2018-06-01 2024-07-05 155 164 -9 -9 9.5 DFA EMERGING MKTS PORTFOLIO 2018-06-01 2024-07-05 285 283 2 2 17.483 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2024-07-05 175 196 -21 -21 309.316 DIAMOND HILL SMALL-MID CAP FUND 2024-07-05 7847 6733 1114 1114 14.371 DODGE & COX INTL STOCK FUND 2018-09-17 2024-07-05 745 613 132 132 11.115 FIDELITY SMALL CAP INDEX FUND 2024-07-05 280 246 34 34 23.636 FIDELITY EMERGING MKTS INDEX FUND 2019-08-07 2024-07-05 260 231 29 29 8.561 JPMORGAN LARGE CAP GROWTH I 2024-07-05 660 471 189 189 12.753 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2022-07-28 2024-07-05 195 211 -16 -16 304.654 LOOMIS SAYLES BOND FUND 2024-07-05 3513 4091 -578 -578 2.434 VANGUARD #94 INSTITUTIONAL INDEX 2024-07-05 1115 808 307 307 5.159 INVESCO OPPENHEIMER INTL GROWTH Y 2018-06-01 2024-08-30 200 227 -27 -27 26.375 COLUMBIA DIVIDEND INCOME INST3 2020-09-22 2024-08-30 935 620 315 315 6.657 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2018-06-01 2024-08-30 140 142 -2 -2 8.189 DFA EMERGING MKTS PORTFOLIO 2018-06-01 2024-08-30 245 244 1 1 15.152 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2018-09-17 2024-08-30 170 170 12.532 DODGE & COX INTL STOCK FUND 2018-09-17 2024-08-30 675 534 141 141 11.181 DODGE & COX GLOBAL BOND FUND 2020-09-22 2024-08-30 125 132 -7 -7 31.808 DODGE & COX INCOME FUND 2020-12-02 2024-08-30 410 475 -65 -65 2.336 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-07-05 2024-08-30 130 126 4 4 44.233 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2024-08-30 395 434 -39 -39 9.595 FIDELITY SMALL CAP INDEX FUND 2020-09-22 2024-08-30 265 183 82 82 21.024 FIDELITY EMERGING MKTS INDEX FUND 2019-08-07 2024-08-30 230 206 24 24 49.43 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-02 2024-08-30 520 614 -94 -94 18.919 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2020-09-22 2024-08-30 175 207 -32 -32 5. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2018-09-17 2024-08-30 202 166 36 36 7.484 JPMORGAN LARGE CAP GROWTH I 2022-07-28 2024-08-30 560 368 192 192 11.023 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2024-08-30 180 174 6 6 10.748 PIMCO INCOME FUND INSTL CLASS 2024-07-05 2024-08-30 115 113 2 2 3.771 T. ROWE PRICE MID-CAP VALUE FUND I 2024-07-05 2024-08-30 135 126 9 9 2.094 VANGUARD #94 INSTITUTIONAL INDEX 2019-11-22 2024-08-30 975 591 384 384 3.679 INVESCO OPPENHEIMER INTL GROWTH Y 2018-06-01 2024-09-13 140 162 -22 -22 18.576 COLUMBIA DIVIDEND INCOME INST3 2020-09-22 2024-09-13 655 437 218 218 5.759 DFA EMERGING MKTS PORTFOLIO 2018-06-01 2024-09-13 170 171 -1 -1 10.309 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2018-09-17 2024-09-13 120 115 5 5 8.724 DODGE & COX INTL STOCK FUND 2018-09-17 2024-09-13 465 372 93 93 14.072 DODGE & COX GLOBAL BOND FUND 2024-09-13 160 152 8 8 39.604 DODGE & COX INCOME FUND 2024-09-13 520 533 -13 -13 55.184 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2018-09-17 2024-09-13 495 539 -44 -44 6.618 FIDELITY SMALL CAP INDEX FUND 2020-09-22 2024-09-13 180 126 54 54 14.365 FIDELITY EMERGING MKTS INDEX FUND 2019-08-07 2024-09-13 155 140 15 15 61.682 FIDELITY US BOND INDEX INSTL PREMIUM 2024-09-13 660 713 -53 -53 23.454 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2020-09-22 2024-09-13 220 257 -37 -37 5.276 JPMORGAN LARGE CAP GROWTH I 2024-09-13 395 245 150 150 7.539 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2018-06-01 2024-09-13 125 117 8 8 13.401 PIMCO INCOME FUND INSTL CLASS 2024-07-05 2024-09-13 145 141 4 4 1.476 VANGUARD #94 INSTITUTIONAL INDEX 2024-09-13 685 387 298 298 8.079 INVESCO OPPENHEIMER INTL GROWTH Y 2018-06-01 2024-09-16 310 356 -46 -46 25.345 COLUMBIA DIVIDEND INCOME INST3 2020-09-22 2024-09-16 900 596 304 304 7.413 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2018-06-01 2024-09-16 155 158 -3 -3 9.119 DFA EMERGING MKTS PORTFOLIO 2018-06-01 2024-09-16 270 271 -1 -1 16.253 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2018-09-17 2024-09-16 190 182 8 8 11.595 DODGE & COX INTL STOCK FUND 2018-09-17 2024-09-16 620 495 125 125 13.585 DODGE & COX GLOBAL BOND FUND 2020-05-14 2024-09-16 155 146 9 9 29.233 DODGE & COX INCOME FUND 2018-06-01 2024-09-16 385 393 -8 -8 2.41 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-07-05 2024-09-16 135 129 6 6 60.067 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2018-09-17 2024-09-16 540 587 -47 -47 9.894 FIDELITY SMALL CAP INDEX FUND 2020-09-22 2024-09-16 270 188 82 82 24.908 FIDELITY EMERGING MKTS INDEX FUND 2019-08-07 2024-09-16 270 244 26 26 47.064 FIDELITY US BOND INDEX INSTL PREMIUM 2018-09-17 2024-09-16 505 527 -22 -22 32.909 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2020-09-22 2024-09-16 310 360 -50 -50 5. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2018-09-17 2024-09-16 199 166 33 33 8.02 JPMORGAN LARGE CAP GROWTH I 2019-11-22 2024-09-16 600 352 248 248 11.405 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2018-06-01 2024-09-16 190 178 12 12 10.619 PIMCO INCOME FUND INSTL CLASS 2024-07-05 2024-09-16 115 112 3 3 3.785 T. ROWE PRICE MID-CAP VALUE FUND I 2024-07-05 2024-09-16 135 127 8 8 1.936 VANGUARD #94 INSTITUTIONAL INDEX 2019-08-07 2024-09-16 900 506 394 394 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 CAPITAL GAIN DIVIDENDS P 1784 5903 127 0 127 0 127 72 0 0 72 0 55 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 SOUTH BROAD ST 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 SOUTH BROAD STREET NORWICH NY 13815 TRUSTEE 1 2514 NONE 0 NONE 0 205330 3832 0 209162 0 0 209162 3137 206025 10301 10301 127 127 10174 0 10174 0 10174 18206 0 0 0 0 18206 10174 0 0 0 554 4699 0 0 5253 18206 0 0 0 10174 8032 0 0 13285 0 0 0 0 0 0 0 13285 554 4699 0 0 8032 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 6073376193 AVAILABLE UPON REQUEST. INFORMATION REQUIRED: GRADUATION DATE FROM HIGH SCHOOL AND PARENTS FINANCIAL STATEMENT NO LATER THEN MAY 31ST EACH YEAR APPLICANT MUST BE A STUDENT AT GLOVERSVILLE HIGH SCHOOL, GLOVERSVILLE NEW YORK ALFRED STATE COLLEGE 10 UPPER COLLEGE DRIVE ALFRED NY 14802 NONE I SCHOLARSHIP 5113 SUNY COLLEGE OF ENVIRONMENTAL SCIENCE & FORESTRY 103 BRAY HALL 1 FORESTRY DRIVE SYRACUSE NY 13210 NONE I SCHOLARSHIP 5113 UNIVERSITY AT ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 NONE I SCHOLARSHIPS 3682 BINGHAMTON UNIVERSITY 4400 VESTAL PKWY E BINGHAMTON NY 13902 NONE I SCHOLARSHIP 2537 16445 14 5620 18 5903 11523 11523 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1460 1460 DODGE & COX INCOME FUND AT COST 13034 12378 DODGE & COX INTL STOCK FD AT COST 9708 17824 FIDELITY INFLATION PROTECTED B AT COST 5534 5171 FIDELITY US BOND INDEX INSTL P AT COST 16786 15763 LOOMIS SAYLES BOND FUND DFA INTERNATIONAL SMALL COMPAN AT COST 3782 3726 DFA EMERGING MKTS PORTFOLIO AT COST 6071 6535 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 5963 7162 DFA GLOBAL REAL ESTATE SECURIT AT COST 4300 4435 LAZARD GLOBAL LISTED INFRASTRU AT COST 4541 4710 DIAMOND HILL SMALL-MID CAP FUN VANGUARD INSTITUTIONAL INDEX F AT COST 14679 26375 INVESCO OPPENHEMER INTL GROWTH AT COST 5930 4959 ISHARES MSCI EAFE GROWTH ETF AT COST 7418 9580 FIDELITY EMERGING MKTS INDEX F AT COST 5403 6149 FEDERATED INSTITUTIONAL HIGH Y AT COST 12723 11971 DODGE & COX GLOBAL BOND FUND AT COST 3781 3831 COLUMBIA DIVIDEND INCOME INST3 AT COST 16303 24889 JPMORGAN LARGE CAP GROWTH I AT COST 8750 15182 FIDELITY SMALL CAP INDEX FUND AT COST 4154 7002 FEDERATED HERMES MDT MID CAP G AT COST 3545 3920 T. ROWE PRICE MID-CAP VALUE FU AT COST 3547 3841 PIMCO INCOME FUND INSTL CLASS AT COST 3524 3530 ROUNDING 2 STATE FILING FEE 50 0 50 FEDERAL ESTIMATES - PRINCIPAL 24 0 0 FOREIGN TAXES ON QUALIFIED FOR 115 115 0 FOREIGN TAXES ON NONQUALIFIED 26 26 0