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 936927456 WESTCOTT FAMILY CHARITABLE TRUST WESC 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 1477501 X 40031 40031 21711 196189 21711 0 43 43 61785 61785 17890 16101 1789 0 0 0 0 0 0 1230 0 0 1230 0 0 3225 1299 0 0 0 0 0 0 0 250 250 22595 17400 0 3269 70000 70000 92595 17400 0 73269 -30810 44385 0 106935 6527 6527 0 0 0 966541 1036131 1470974 1073476 1042658 1477501 0 X 1073476 1042658 1073476 1042658 1073476 1042658 1073476 -30810 0 1042666 8 1042658 1456.627 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 2024-02-14 2025-01-21 12993 12702 291 291 4717.018 FEDERATED TOTAL RETURN BOND FUND #328 2024-02-14 2025-01-21 44104 44151 -47 -47 903. FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 2017-05-10 2025-01-21 34575 26159 8416 8416 909. ISHARES CORE EMERGING MARKETS ETF 2024-02-14 2025-01-21 47867 45450 2417 2417 32. JPMORGAN CORE PLUS BOND ETF 2024-02-14 2025-01-21 1479 1479 618. VANGUARD TOTAL BOND MARKET ETF 2024-02-14 2025-01-21 44577 44537 40 40 CAPITAL GAIN DIVIDENDS P 10594 CAPITAL GAIN DIVIDENDS P 10594 CAPITAL GAIN DIVIDENDS P 10594 CAPITAL GAIN DIVIDENDS P 10594 CAPITAL GAIN DIVIDENDS P 10594 CAPITAL GAIN DIVIDENDS P 10594 21711 617 0 617 0 617 936 0 0 936 0 319 0 319 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 STREET NORWICH NY 13815 false false false false true false false false false false false false false false false false true false false true false false false false JAMES A HOY 5551 DUNROBIN DRIVE APT 4409 SARASOTA FL 34238 CO TRUSTEE 1 2281 NBT BANK NA 52 SOUTH BROAD ST NORWICH NY 13815 CO TRUSTEE 1 15609 NONE 0 NONE 0 1366292 71349 0 1437641 0 0 1437641 21565 1416076 70804 70804 617 617 70187 0 70187 0 70187 73269 0 0 0 0 73269 70187 0 0 0 0 0 0 1776 1776 73269 0 0 0 70187 3082 0 0 4858 0 0 0 0 0 0 0 4858 0 0 0 1776 3082 X COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 NONE PC 1929 SCHOLARSHIP FUND 10000 MADISON COUNTY CHILDRENS CAMP PO BOX 753 ONEIDA NY 13421 NONE PC GENERAL OPERATING 10000 UNITED WAY OF MID RURAL NEW YORK PO BOX 1116 MORRISVILLE NY 13408 NONE PC GENERAL OPERATING 10000 OPL FOUNDATION 459 MAIN ST ONEIDA NY 13421 NONE PC GENERAL OPERATING 10000 THE GREATER NORWICH FOUNDATION 52 S BROAD ST NORWICH NY 13815 NONE PF GENERAL OPERATING 10000 ONEIDA HEALTHCARE FOUNDATION 321 GENESEE STREET ONEIDA NY 13421 NONE PC GENERAL OPERATING 10000 ONEIDA ROTARY CLUB FOUNDATION INC 317 MAIN STREET ONEIDA NY 13421 NONE PC GENERAL OPERATING 10000 70000 14 40031 18 21711 LITIGATION PROCEED 1 43 61785 61785 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1230 1230 THE GREATER NORWICH FOUNDATION C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 2025-11-25 10000 CHARITABLE PURPOSE GRANT 10000 NONE 3/30/2026 ISHARES 0-5 YR TIPS ETF AT COST 65744 67620 FEDERATED TOTAL RETURN BOND FU AT COST 23334 24032 JPMORGAN CORE PLUS BOND ETF AT COST 20017 20704 VANGUARD TOTAL BOND MARKET ETF AT COST 23350 24229 COLUMBIA DIVIDEND INCOME INST3 AT COST 113310 130645 JPMORGAN LARGE CAP GROWTH I AT COST 105275 140254 VANGUARD INSTITUTIONAL INDEX F AT COST 99992 289198 WISDOMTREE MIDCAP DIVIDEND ETF AT COST 37116 52030 VANGUARD SMALL-CAP ETF AT COST 25603 54596 FIDELITY OVERSEAS FD AT COST 67300 76669 ISHARES MSCI EAFE SMALL CAP ET AT COST 17940 23628 VANGUARD FTSE DEVELOPED MARKET AT COST 70091 141857 INVESTCO DEVELOPING MKTS Y AT COST 35074 48596 ISHARES CORE EMERGING MARKETS FLEXSHARES MSTAR GLBL UPSTRM N AT COST 20191 31288 DFA GLOBAL REAL ESTATE SECURIT AT COST 50792 57352 LAZARD GLOBAL LISTED INFRASTRU AT COST 48162 62657 FEDERATED INSTITUTIONAL HIGH Y AT COST 143403 148501 ISHARES MSCI EMERG MKT MIN VOL AT COST 69437 77118 ROUNDING 8 STATE FILING FEE 250 0 250 LITIGATION PROCEEDS 43 43 FEDERAL TAX PAYMENT - PRIOR YE 8 0 0 FEDERAL ESTIMATES - PRINCIPAL 936 0 0 FOREIGN TAXES ON QUALIFIED FOR 979 979 0 FOREIGN TAXES ON NONQUALIFIED 320 320 0 FEDERAL TAX PAID WITH EXTENSIO 982 0 0