2025-09-11T18:01:24-05:00 2025-04-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-05-01 237325443 CHENANGO COUNTY MEDICAL SOCIETY & THE OTSEGO CHEN 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 JOSEPH R MALDONADO JR MD EXECUTIVE VP 6073376136 2025-09-04 true false JEFFREY E KUHLIN P00353001 4123556000 2025-09-04 X 2024 2025-03-06 01:10:19Z X 433664 X 7176 7176 28137 98431 28137 0 35313 35313 0 0 0 0 0 0 850 0 0 850 4272 3845 427 0 708 124 0 0 0 5215 0 0 5215 0 0 100 100 11145 3969 0 6592 0 0 11145 3969 0 6592 24168 31344 0 7434 39180 39180 0 0 0 174514 168669 223671 172547 170813 170813 354495 378662 433664 0 X 354495 378662 354495 378662 354495 378662 354495 24168 0 378663 1 378662 26.281 INVESCO OPPENHEIMER INTL GROWTH Y 2023-07-03 2024-06-24 971 1000 -29 -29 107.783 INVESCO OPPENHEIMER INTL GROWTH Y 2019-04-18 2024-06-24 3984 4350 -366 -366 59.791 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2019-04-18 2024-06-24 1200 1082 118 118 502.038 DIAMOND HILL SMALL-MID CAP FUND 2014-01-28 2024-06-24 12943 8816 4127 4127 53.444 FIDELITY SMALL CAP INDEX FUND 2022-03-23 2024-06-24 1350 1350 50. ISHARES MSCI EAFE GROWTH ETF 2019-08-13 2024-06-24 5138 3952 1186 1186 73.209 JPMORGAN LARGE CAP GROWTH I 2020-03-25 2024-06-24 5405 2550 2855 2855 25. S&P DEPOSITARY RECEIPTS SERIES 1 2013-01-25 2024-06-24 13603 3749 9854 9854 194.832 VANGUARD EMERGING MARKETS STOCK INDEX FUND 2016-04-26 2024-06-24 7125 5670 1455 1455 2.344 INVESCO OPPENHEIMER INTL GROWTH Y 2019-04-18 2024-07-12 90 95 -5 -5 4.298 COLUMBIA DIVIDEND INCOME INST3 2023-07-03 2024-07-12 145 131 14 14 5.572 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2019-04-18 2024-07-12 115 101 14 14 151.341 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2022-03-23 2024-07-12 1580 1878 -298 -298 5.265 DODGE & COX INTL STOCK FUND 2024-06-24 2024-07-12 280 271 9 9 37.673 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-24 2024-07-12 2040 2022 18 18 1.054 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2024-06-24 2024-07-12 9 9 590.319 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2023-07-03 2024-07-12 5201 5000 201 201 29.951 FIDELITY SMALL CAP INDEX FUND 2022-03-23 2024-07-12 800 757 43 43 61.896 FIDELITY US BOND INDEX INSTL PREMIUM 2023-07-03 2024-07-12 640 633 7 7 35. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2019-04-18 2024-07-12 1443 1169 274 274 22.04 JPMORGAN LARGE CAP GROWTH I 2023-07-03 2024-07-12 1690 1214 476 476 99.3 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2023-07-03 2024-07-12 1560 1488 72 72 116.149 LOOMIS SAYLES BOND FUND 2024-06-24 2024-07-12 1352 1345 7 7 439.367 LOOMIS SAYLES BOND FUND 2023-07-03 2024-07-12 5114 5000 114 114 62.338 T. ROWE PRICE MID-CAP VALUE FUND I 2024-06-24 2024-07-12 2170 2116 54 54 10. S&P DEPOSITARY RECEIPTS SERIES 1 2013-01-25 2024-07-12 5608 1500 4108 4108 3.69 VANGUARD EMERGING MARKETS STOCK INDEX FUND 2016-04-26 2024-07-12 140 107 33 33 37.922 DODGE & COX INTL STOCK FUND 2024-06-24 2024-09-09 2000 1952 48 48 267.789 DODGE & COX INCOME FUND 2023-07-03 2024-09-09 3500 3302 198 198 11.2 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-24 2024-09-09 600 601 -1 -1 279.33 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2024-06-24 2024-09-09 2500 2444 56 56 93.809 FIDELITY US BOND INDEX INSTL PREMIUM 2023-07-03 2024-09-09 1000 960 40 40 20. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2024-06-24 2024-09-09 780 812 -32 -32 30. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2019-04-18 2024-09-09 1170 1002 168 168 5. ISHARES MSCI EAFE GROWTH ETF 2019-08-13 2024-09-09 513 395 118 118 69.638 PIMCO INCOME FUND INSTL CLASS 2024-07-12 2024-09-09 750 739 11 11 21.558 T. ROWE PRICE MID-CAP VALUE FUND I 2024-06-24 2024-09-09 750 732 18 18 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 CAPITAL GAIN DIVIDENDS P 3172 28137 436 0 436 0 436 340 0 0 340 0 96 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 false false false false false false false false false false true false false false false false false false Joseph R Maldonado Jr MD CHENANGO COUNTY MEDICAL SOCIETY 17 NEW HARTFORD NY 13413 EXECUTIVE DIRECTOR 1 0 JENNIFER CONGDON MD BASSETT HEALTHCARE 1055 MADISON MA HAMILTON NY 13346 COMMITTEE MEMBER 1 0 JEFFREY KRAMER MD 124 CHRUCH STREET SHERBURNE NY 13460 COMMITTEE MEMBER 1 0 CYNTHIA BRIGLIN-MAVADY MD CHENANGO EYE ASSOC 194 GRANDVIEW L NORWICH NY 13815 COMMITTEE MEMBER 1 0 MARY ANN SCHEER NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 SCOTT COHEN MD BASSET HEALTHCARE 55 CALVARY DRIVE NORWICH NY 13815 COMMITTEE MEMBER 1 0 SCOTT FIEDLER NBT BANK 52 S BROAD ST NORWICH NY 13815 COMMITTEE MEMBER 1 0 KIERSTEN GAUNT DO BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 ETHAN TALBOT MD BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 JEREL ZOLTICK MD BASSETT MEDICAL CENTER ONE ATWELL COOPERSTOWN NY 13326 COMMITTEE MEMBER 1 0 SHIRLEY COSGRIFF OTSEGO COUNTY MEDICAL SOCIETY 122 ENDICOTT NY 13760 EXECUTIVE DIRECTOR 1 0 NONE 0 NONE 0 EDUCATIONAL LOANS TO INDIVIDUALS 21438 21438 236493 24291 0 260784 0 0 260784 3912 256872 12844 12844 436 436 12408 24326 36734 0 36734 6592 21438 0 0 0 28030 36734 16131 0 0 0 0 0 0 0 28030 16131 0 0 11899 0 0 0 0 0 0 0 0 24835 0 0 0 0 0 0 0 0 Joseph R Maldonado Jr MD CHENANGO COUNTY MEDICAL SOCIETY 17 NEW HARTFORD NY 13413 3157352204 jmaldonadomd@medsocieties.com CONTACT INDIVIDUAL ABOVE FOR APPLICATION FORM OR NBT BANK TRUST & INVESTMENTS DIVISION AT 607-337-6193. MARCH 15TH RESIDENTS OF CHENANGO/OSTEGO COUNTIES OF NEW YORK ATTENDING MEDICAL OR OSTEOPHATIC SCHOOL 14 7176 18 28137 35313 35313 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 850 850 SPDR S&P 500 ETF TRUST AT COST 11998 44363 DIAMOND HILL SMALL-MID CAP FUN VANGUARD EMERGING MARKETS STOC AT COST 4021 5195 DFA GLOBAL REAL ESTATE SECURIT AT COST 7043 6600 LAZARD GLOBAL LISTED INFRASTRU AT COST 5990 7185 DFA INTERNATIONAL SMALL COMPAN AT COST 4629 5496 INVESCO OPPENHEIMER INTL GROWT AT COST 5571 4597 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 7847 8885 JPMORGAN LARGE CAP GROWTH I AT COST 14522 24150 ISHARES MSCI EAFE GROWTH ETF AT COST 3715 4905 COLUMBIA DIVIDEND INCOME INST3 AT COST 33199 38853 FIDELITY SMALL CAP INDEX FUND AT COST 8569 10638 DODGE & COX INCOME FUND AT COST 9438 9613 FIDELITY US BOND INDEX INSTL P AT COST 8732 8893 LOOMIS SAYLES BOND FUND FEDERATED INSITUTIONAL HIGH YI AT COST 10522 10618 PIMCO INCOME FUND INSTL CLASS AT COST 4471 4496 FEDERATED HERMES MDT MID CAP G AT COST 5152 5687 T. ROWE PRICE MID-CAP VALUE FU AT COST 4927 4210 DODGE & COX INTL STOCK FUND AT COST 13327 14464 ISHARES MSCI EMERGING MARKETS AT COST 4996 4823 PROGRAM RELATED INVESTMENTS 172547 170813 170813 ROUNDING 1 STATE FILING FEE 100 0 100 NBT AGENT FEES 4272 3845 427 FEDERAL TAX PAYMENT - PRIOR YE 244 0 0 FEDERAL ESTIMATES - PRINCIPAL 340 0 0 FOREIGN TAXES ON QUALIFIED FOR 99 99 0 FOREIGN TAXES ON NONQUALIFIED 25 25 0