2026-04-06T09:02:57-05:00 2025-11-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-12-01 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 2026-03-31 true true JEFFREY E KUHLIN P00353001 4123556000 2026-03-31 X 2024 2025-03-06 01:10:19Z X 127748 X 3066 3063 3970 24376 3970 0 7036 7033 1513 1362 151 0 0 0 0 0 0 1057 0 0 1057 0 0 154 81 0 0 0 0 0 0 0 50 50 2774 1443 0 1258 5768 5768 8542 1443 0 7026 -1506 5590 0 751 176 176 0 0 0 100407 99465 127572 101158 99641 127748 0 X 101158 99641 101158 99641 101158 99641 101158 -1506 0 99652 11 99641 5.655 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-21 2024-12-17 365 304 61 61 4.698 FIDELITY 500 INDEX FUND 2020-12-15 2024-12-17 990 601 389 389 11.13 FIDELITY SMALL CAP INDEX FUND 2020-12-15 2024-12-17 325 276 49 49 5.332 JPMORGAN LARGE CAP GROWTH I 2023-12-18 2024-12-17 442 320 122 122 6.863 JPMORGAN LARGE CAP GROWTH I 2020-05-08 2024-12-17 568 304 264 264 2.41 INVESCO OPPENHEIMER INTL GROWTH Y 2024-06-21 2025-03-18 80 89 -9 -9 7.801 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2025-03-18 165 144 21 21 24.62 DFA EMERGING MKTS PORTFOLIO 2025-03-18 745 623 122 122 14.16 DODGE & COX INTL STOCK FUND 2025-03-18 805 611 194 194 10.09 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2024-12-17 2025-03-18 89 90 -1 -1 389.345 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2025-03-18 3446 3927 -481 -481 71.683 FIDELITY EMERGING MKTS INDEX FUND 2019-10-31 2025-03-18 805 751 54 54 62.199 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-15 2025-03-18 645 773 -128 -128 10. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2025-03-18 392 400 -8 -8 50. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2025-03-18 1960 1899 61 61 4.062 JPMORGAN LARGE CAP GROWTH I 2024-09-17 2025-03-18 300 304 -4 -4 53.221 PIMCO INCOME FUND INSTL CLASS 2024-06-21 2025-03-18 570 561 9 9 5.652 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2017-02-17 2025-06-23 130 104 26 26 2.102 DODGE & COX INTL STOCK FUND 2024-03-19 2025-06-23 125 105 20 20 3.07 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-21 2025-06-23 205 165 40 40 1.692 FIDELITY 500 INDEX FUND 2020-12-15 2025-06-23 355 217 138 138 3.864 JPMORGAN LARGE CAP GROWTH I 2020-05-08 2025-06-23 315 171 144 144 8.944 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2025-06-23 160 146 14 14 8.26 INVESCO OPPENHEIMER INTL GROWTH Y 2025-07-25 296 375 -79 -79 27.485 COLUMBIA DIVIDEND INCOME INST3 2025-07-25 1002 819 183 183 6.214 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2017-02-17 2025-07-25 150 114 36 36 6.819 DFA EMERGING MKTS PORTFOLIO 2017-02-17 2025-07-25 229 170 59 59 19.76 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2017-07-05 2025-07-25 216 212 4 4 9.618 DODGE & COX INTL STOCK FUND 2025-07-25 603 433 170 170 12.678 DODGE & COX GLOBAL BOND FUND 2025-07-25 141 137 4 4 28.021 DODGE & COX INCOME FUND 2025-07-25 353 354 -1 -1 1.856 FEDERATED HERMES MDT MID CAP GROWTH IS 2024-06-21 2025-07-25 129 100 29 29 31.681 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2020-12-15 2025-07-25 285 314 -29 -29 4.591 FIDELITY 500 INDEX FUND 2020-12-15 2025-07-25 1019 588 431 431 9.315 FIDELITY SMALL CAP INDEX FUND 2025-07-25 264 235 29 29 18.399 FIDELITY EMERGING MKTS INDEX FUND 2019-10-31 2025-07-25 230 193 37 37 41.064 FIDELITY US BOND INDEX INSTL PREMIUM 2020-12-15 2025-07-25 426 510 -84 -84 20.065 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2025-06-23 2025-07-25 185 185 33.823 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2020-12-15 2025-07-25 312 375 -63 -63 5. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2021-09-15 2025-07-25 207 188 19 19 6.146 JPMORGAN LARGE CAP GROWTH I 2020-05-08 2025-07-25 531 272 259 259 11.972 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2025-07-25 218 195 23 23 6.435 PIMCO INCOME FUND INSTL CLASS 2024-06-21 2025-07-25 69 68 1 1 4.04 T. ROWE PRICE MID-CAP VALUE FUND I 2024-12-17 2025-07-25 131 132 -1 -1 4.588 DFA EMERGING MKTS PORTFOLIO 2024-09-17 2025-09-18 165 136 29 29 .433 FIDELITY 500 INDEX FUND 2024-09-17 2025-09-18 100 85 15 15 4.847 FIDELITY SMALL CAP INDEX FUND 2025-09-18 150 120 30 30 13.816 FIDELITY EMERGING MKTS INDEX FUND 2024-09-17 2025-09-18 185 150 35 35 3.153 JPMORGAN LARGE CAP GROWTH I 2025-09-18 290 228 62 62 1.224 INVESCO OPPENHEIMER INTL GROWTH Y 2021-12-16 2025-11-13 44 54 -10 -10 3.986 COLUMBIA DIVIDEND INCOME INST3 2020-12-15 2025-11-13 150 103 47 47 .873 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 2017-02-17 2025-11-13 22 16 6 6 .919 DFA EMERGING MKTS PORTFOLIO 2025-11-13 34 26 8 8 3.013 DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 2025-09-18 2025-11-13 33 33 5.402 DODGE & COX INTL STOCK FUND 2017-02-17 2025-11-13 91 55 36 36 1.903 DODGE & COX GLOBAL BOND FUND 2025-09-18 2025-11-13 22 22 4.198 DODGE & COX INCOME FUND 2025-09-18 2025-11-13 54 54 .278 FEDERATED HERMES MDT MID CAP GROWTH IS 2025-09-18 2025-11-13 19 20 -1 -1 4.814 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2025-09-18 2025-11-13 43 44 -1 -1 .651 FIDELITY 500 INDEX FUND 2025-11-13 152 109 43 43 1.301 FIDELITY SMALL CAP INDEX FUND 2020-12-15 2025-11-13 39 32 7 7 2.465 FIDELITY EMERGING MKTS INDEX FUND 2025-11-13 34 26 8 8 6.187 FIDELITY US BOND INDEX INSTL PREMIUM 2025-09-18 2025-11-13 65 65 8.101 FIDELITY INFLATION PROTECTED BOND INSTL PREM 2025-09-18 2025-11-13 76 76 .858 JPMORGAN LARGE CAP GROWTH I 2020-05-08 2025-11-13 78 38 40 40 1.886 LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 2017-07-05 2025-11-13 34 31 3 3 .995 PIMCO INCOME FUND INSTL CLASS 2024-06-21 2025-11-13 11 10 1 1 .576 T. ROWE PRICE MID-CAP VALUE FUND I 2024-06-21 2025-11-13 19 19 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 CAPITAL GAIN DIVIDENDS P 1488 3970 78 0 78 0 78 56 0 0 56 0 22 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 TRUSTEE 1 1513 NONE 0 NONE 0 120756 1942 0 122698 0 0 122698 1840 120858 6043 6043 78 78 5965 0 5965 0 5965 7026 0 0 0 0 7026 5965 0 0 2114 1432 1446 1635 2789 9416 7026 0 0 0 5965 1061 0 0 10477 0 0 0 0 0 0 2114 8363 1432 1446 1635 2789 1061 MARY ANN SCHEER NBT BANK 52 SOUTH BROAD ST NORWICH NY 13815 6073376193 CONTACT SCHOOL FOR APPLICATION DETAILS NONE RESTRICTED TO GRADUATES OF MORRIS CENTRAL HIGH SCHOOL, MORRIS, NY, COOPERSTOWN CENTRAL HIGH SCHOOL, COOPERSTOWN, NY AND NORWICH CENTRAL HIGH SCHOOL, NORWICH, NY BROAD STREET UNITED METHODIST CHURCH 74 NORTH BROAD STREET NORWICH NY 138151332 NONE PC GENERAL OPERATING SUPPORT 1168 ST BONAVENTURE UNIVERSITY 3261 WEST STATE ROAD ST BONAVENTURE NY 14778 NONE I SCHOLARSHIP 2300 SUNY DELHI 454 DELHI DRIVE DELHI NY 13753 NONE I SCHOLARSHIP 2300 5768 14 3066 18 3970 7036 7036 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1057 1057 DODGE & COX INCOME FUND AT COST 6558 6318 FEDERATED INSTITUTIONAL HIGH Y AT COST 5093 5031 DFA INTERNATIONAL SMALL COMPAN AT COST 1847 2540 DODGE & COX INTL STOCK FUND AT COST 6358 10408 DFA EMERGING MKTS PORTFOLIO AT COST 2650 3847 FLEXSHARES MSTAR GLBL UPSTRM N AT COST 2757 4040 DFA GLOBAL REAL ESTATE SECURIT AT COST 3618 3813 LAZARD GLOBAL LISTED INFRASTRU AT COST 3530 4032 JPMORGAN LARGE CAP GROWTH I AT COST 4153 8943 INVESCO OPPENHEIMER INTL GROWT AT COST 5202 5089 FIDELITY EMERGING MKTS INDEX F AT COST 2938 3868 DODGE & COX GLOBAL BOND FUND AT COST 2386 2518 COLUMBIA DIVIDEND INCOME INST3 AT COST 11987 17607 FIDELITY SMALL CAP INDEX FUND AT COST 2828 4619 FIDELITY INFL PROT BD INSTL PR AT COST 8965 8786 FIDELITY US BD INDEX INSTL PRE AT COST 8426 7608 FIDELITY 500 INDEX FD AT COST 10640 17723 ISHARES MSCI EAFE GROWTH ETF AT COST 4393 5132 PIMCO INCOME FUND INSTL CLASS AT COST 1221 1270 FEDERATED HERMES MDT MID CAP G AT COST 1717 2160 T. ROWE PRICE MID-CAP VALUE FU AT COST 2198 2220 FIDELITY INFL PROT BD COST BASIS ADJ 6 ROUNDING 5 STATE FILING FEE 50 0 50 FEDERAL TAX PAYMENT - PRIOR YE 17 0 0 FEDERAL ESTIMATES - PRINCIPAL 56 0 0 FOREIGN TAXES ON QUALIFIED FOR 64 64 0 FOREIGN TAXES ON NONQUALIFIED 17 17 0