2025-02-10T18:01:11-05:00 2024-03-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-04-01 166064927 THE GREATER NORWICH FOUNDATION NORW 6073376136 C/O NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2025-02-07 true false JEFFREY E KUHLIN P00353001 4123556000 2025-02-07 X 2023 2025-03-06 01:10:19Z X 13712530 62440 356202 355204 411260 673674 411260 0 829902 766464 48027 43225 4803 0 0 0 0 0 0 1500 0 0 1500 0 0 3988 2528 0 0 0 0 0 0 0 1002 775 54517 45753 0 7078 443377 443377 497894 45753 0 450455 332008 720711 0 540839 445518 445518 0 0 0 6466134 6894691 13267012 7006973 7340209 13712530 0 X 7006973 7340209 7006973 7340209 7006973 7340209 7006973 332008 2761 7341742 1533 7340209 700. LILLY ELI & CO COM 1995-11-13 2023-10-17 423674 16914 406760 406760 50000. COMENITY CAP BK UTAH 3.4500% 10/30/23 2018-10-29 2023-10-30 50000 50000 150000. CAPITAL ONE BANK CD 2.0000% 11/09/23 2016-12-09 2023-11-09 150000 145500 4500 4500 50000. COMENITY CAP BK UTAH 2.90% 03/28/24 2019-03-14 2024-03-28 50000 50000 411260 10018 0 10018 0 10018 4006 0 0 4006 0 6012 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 true true false false false false NBT BANK NA 52 SOUTH BROAD ST NORWICH NY 13815 TRUSTEE 1 48027 JAMES I DUNNE 7 COOMES ST NORWICH NY 13815 COTRUSTEE - CHAIRMAN 1 0 JAMES A HOY 5551 DUNROBIN DR APT 4409 SARASOTA FL 34238 COTRUSTEE 1 0 PETER V SMITH CO WACHOVIA SECURITIES 43 S BROAD S NORWICH NY 13815 COTRUSTEE 1 0 THOMAS C EMERSON ESQ LEE EMERSON FERRARESE 35 WEST MAI NORWICH NY 13815 COTRUSTEE 1 0 PATRICIA M SMITH 4 PIONEER ST COOPERSTOWN NY 13326 COTRUSTEE 1 0 PATRICK FLANAGAN 81 SOUTH BROAD STREET NORWICH NY 13815 COTRUSTEE 1 0 LINDA T PALMATIER 191 BALF ROAD NORWICH NY 13815 COTRUSTEE 1 0 JEFF EATON 364 CLIFFSIDE DR DANVILLE CA 94326 COTRUSTEE 1 0 NONE 0 NONE 0 12025971 372573 0 12398544 0 0 12398544 185978 12212566 610628 610628 10018 10018 600610 0 600610 0 600610 450455 0 0 0 0 450455 600610 245817 0 0 0 0 0 0 0 450455 245817 0 46840 157798 0 0 0 46840 0 0 0 0 442812 46840 0 0 0 0 0 0 0 GREATER NORWICH FDN C/O OF NBT BANK NA 52 S BROAD ST NORWICH NY 13815 6073376193 GRANT APPLICATION FORM, LETTER INCLUDING TAX CLASSIFICATION, PURPOSE FOR USE OF FUNDS AND FINANCIALS APRIL 15TH FOR ANNUAL MEETING HELD IN MAY OCTOBER 15TH FOR NOVEMBER MEETING GEOGRAPHICAL-NORWICH NEW YORK COMMUNITY LOCATED IN CHENANGO COUNTY GUERNSEY MEMORIAL LIBRARY 3 COURT STREET NORWICH NY 13815 NONE PC RABBI SHAPIRO COLLECTION 250 UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4100 STORRS CT 06269 NONE I SCHOLARSHIP AWARD 2000 SUNY CORTLAND 22 GRAHAM AVE CORTLAND NY 13045 NONE I SCHOLARSHIP AWARDS 6000 BINGHAMTON UNIVERSITY PO BOX 6003 BINGHAMTON NY 139026003 NONE I SCHOLARSHIP AWARDS 10000 LOYOLA UNIVERSITY 6363 ST CHARLES AVE CAMPUS BOX 21 NEW ORLEANS LA 70118 NONE I SCHOLARSHIP AWARD 2000 CITY OF NORWICH ONE CITY PLAZA NORWICH NY 13815 NONE GOV SUMMER CONCERT SERIES AND 33350 FRIENDS OF ROGERS ENVIRONMENTAL EDUCATION CENTER PO BOX 932 2721 ST HWY 80 SHERBURNE NY 13460 NONE EOF PROGRAM ENHANCEMENT, STAFF 15000 LEMOYNE COLLEGE PO BOX 475 ALBANY NY 12201 NONE I SCHOLARSHIP AWARD 2000 SUNY ALBANY PO BOX 22048 ALBANY NY 12201 NONE I SCHOLARSHIP AWARDS 4000 SUNY ONEONTA 108 RAVINE PARKWAY ONEONTA NY 13820 NONE I SCHOLARSHIP AWARDS 6000 UNIVERSITY AT BUFFALO OBRIAN HALL 211 MARY TALBERT WAY BUFFALO NY 14260 NONE I SCHOLARSHIP AWARD 2000 ST JOHN FISHER COLLEGE 3690 EAST AVENUE ROCHESTER NY 14618 NONE I SCHOLARSHIP AWARD 2000 UTICA UNIVERSITY 1600 BURRSTONE ROAD UTICA NY 13502 NONE I SCHOLARSHIP AWARDS 6000 LAFAYETTE COLLEGE 730 SULLIVAN ROAD EASTON PA 18042 NONE I SCHOLARSHIP AWARD 2000 UNIVERSITY OF MIAMI PO BOX 025551 MIAMI FL 33102 NONE I SCHOLARSHIP AWARD 2000 OSWEGO STATE COLLEGE 7060 STATE ROUTE 104 OSWEGO NY 13126 NONE I SCHOLARSHIP AWARD 2000 HERKIMER COUNTY COMMUNITY COLLEGE 100 RESERVOIR RD HERKIMER NY 13350 NONE I SCHOLARSHIP AWARD 2000 HOFSTRA UNIVERSITY PO BOX 371968 PITTSBURGH PA 152507988 NONE I SCHOLARSHIP AWARD 4000 WASHINGTON UNIVERSITY IN ST LOUIS 1 BROOKINGS DR SAINT LOUIS MO 63130 NONE I SCHOLARSHIP AWARD 2000 LEBANON VALLEY COLLEGE 101 N COLLEGE AVE ANNVILLE PA 17003 NONE I SCHOLARSHIP AWARD 2000 UNIVERSITY OF VERMONT 85 S PROSPECT STREET BURLINGTON VT 05405 NONE I SCHOLARSHIP AWARD 2000 RENSSELAER POLYTECHNIC INSTITUTE 110 8TH ST TROY NY 12180 NONE I SCHOLARSHIP AWARD 2000 NORWICH YMCA 68-70 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 40100 UNIVERSITY OF ALABAMA BOX 870120 TUSCALOOSA AL 35487 NONE I SCHOLARSHIP AWARD 4000 CHENANGO MEMORIAL HOSPITAL FOUNDATION INC 179 NORTH BROAD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 115000 HOSPICE OF CHENANGO COUNTY 33-39 COURT STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 8265 CHENANGO COUNTY BLUES ASSOCIATION 5 SOUTH BROAD STREET NORWICH NY 13815 NONE PC COMMUNITY CONCERTS 17500 NORTHEAST CLASSIC CAR MUSEUM INC 24 REXFORD STREET NORWICH NY 13815 NONE PC GENERAL OPERATING 1000 COLORSCAPE CHENANGO ARTS FESTIVAL INC PO BOX 624 NORWICH NY 13815 NONE PC COST FOR MAIN STAGE 9500 UNITED CHURCH CHRIST 1ST CONG 11 WEST MAIN STREET NORWICH NY 13815 NONE PC GENERAL OPERATING SUPPORT 1000 CLARKSON UNIVERSITY PO BOX 5605 POTSDAM NY 13699 NONE I SCHOLARSHIP AWARD 2000 THE IMPACT PROJECT 4 CLINTON ST GREENE NY 13778 NONE PC MATERIALS/SERVICES FOR LOW 10000 CHENANGO GREENWAY CONSERVANCY PO BOX 376 NORWICH NY 13815 NONE PC PARKING AREA 25000 CHENANGO COUNTY COUNCIL OF THE ARTS INC 27 WEST MAIN STREET NORWICH NY 138151611 NONE PC GENERAL OPERATING SUPPORT 13000 SUNY DELHI 454 DELHI DRIVE DELHI NY 13753 NONE I SCHOLARSHIP AWARDS 10000 SUNY BROOME COMMUNITY COLLEGE PO BOX 1017 BINGHAMTON NY 13902 NONE I SCHOLARSHIP AWARDS 6000 UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD ROCHESTER NY 14627 NONE I SCHOLARSHIP AWARD 2000 CORNELL UNIVERSITY PO BOX 752 ITHACA NY 14851 NONE I SCHOLARSHIP AWARD 2000 CHENANGO COUNTY HISTORICAL SOCIETY 45 REXFORD STREET NORWICH NY 13815 NONE PC GRANT FOR UPDATING COMMERCE 2475 NORWICH THEATER CO INC PO BOX 844 NORWICH NY 13815 NONE PC GENERAL OPERTING SUPPORT 6500 MORRISVILLE COLLEGE FOUNDATION INC PO BOX 901 MORRISVILLE NY 13408 NONE PC SCHOLARSHIPS AND NURSING 40000 SUNY AT MORRISVILLE PO BOX 901 MORRISVILLE NY 13408 NONE I SCHOLARSHIP AWARD 6000 UNADILLA COMMUNITY FARM EDUCATION CENTER 5937 COUNTY HIGHWAY 18 West Edmeston NY 13485 NONE PC FOOD ACCESS PROGRAM 2000 AUNT MARYS HOUSE PO BOX 955 NORWICH NY 13815 NONE PC SUPPLIES 7437 ROCHESTER INSTITUTE OF TECHNOLOGY ONE LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE I SCHOLARHSIP AWARD 2000 443377 14 356202 18 411260 767462 767462 false false false false false false false false false false X X 1 CHARLES BURR CHARITABLE TR C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 13576 X 2 WILLARD CHARITABLE TRUST C/O NBT BANK 52 S BROAD ST NORWICH NY 13815 25488 X 3 CURRAN FOUNDATION 1205 N Orange St Wilmington DE 19801 7500 X TAX PREPARATION FEE (NON-ALLOC 1500 1500 THE FOUNDATION ELECTS TO TREAT THIS AMOUNT AS A PASS-THROUGH DISTRIBUTION FROM CORPUS TO SATISY THE REQUIREMENTS OF SECTION 170(b)(1) OR 4942(g)(3). VANGUARD INTER TERM CORP BOND AT COST 492767 443208 ISHARES MSCI EMERG MKT ETF AT COST 325562 306457 ISHARES MSCI EAFE ETF AT COST 532425 643272 SPDR S&P DIVIDEND ETF AT COST 72392 170612 FINANCIAL SELECT SECTOR SPDR AT COST 7156 21060 AXIS CAPITAL HLDGS 5.500% PFD AT COST 25000 22670 MIDCAP SPDR TRUST SERIES 1 AT COST 267199 367224 ISHARES RUSSELL 2000 ETF AT COST 239627 290845 CAPITAL ONE BANK CD 2.0000% 11 COMENITY CAP BK UTAH 3.45% 10/ COMENITY CAP BK UTAH 2.90% 3/2 APPLE INC 3.2% 5/13/2025 AT COST 100240 97981 NATL RURAL UTIL MTN 3.2% 6/15/ AT COST 100000 99283 ABBOTT LABS AT COST 13678 68196 ABBVIE INC AT COST 24890 87408 APPLE INC AT COST 12949 574458 AT&T INC AT COST 67530 78496 BRISTOL MYERS SQUIBB CO AT COST 64485 162690 CHEVRON CORPORATION AT COST 26885 197175 CISCO SYSTEMS INC AT COST 69823 112298 DISNEY WALT CO NEW AT COST 55722 250838 DOMINION RESOURCES INC AT COST 12733 22136 DUKE ENERGY CORP AT COST 37479 48355 EXXONMOBIL CORP AT COST 30828 174360 GENERAL DYNAMICS CORP AT COST 90270 112996 GENERAL MLS INC AT COST 12517 69970 HONEYWELL INTERNATIONAL INC AT COST 59633 184725 JP MORGAN CHASE & CO AT COST 90729 550825 LILLY ELI & CO AT COST 27721 1011348 LOWES COS INC AT COST 76823 509460 MCDONALDS CORP AT COST 125559 493413 MERCK & CO INC AT COST 78874 275116 METLIFE INC AT COST 22708 37055 MICROCHIP TECHNOLOGY INC AT COST 42606 179420 MICROSOFT CORP AT COST 44272 830922 NBT BANCORP INC AT COST 9328 36680 NEXTERA ENERGY INC AT COST 5301 76692 PEPSICO INC AT COST 18791 175010 PFIZER INC AT COST 70245 74925 PROCTER & GAMBLE CO AT COST 22390 170363 PRUDENTIAL FINL INC AT COST 67656 117400 REAL ESTATE SELECT SECT SPDR AT COST 31141 33482 SPDR S&P REGIONAL BANKING ETF AT COST 80918 140784 UNION PAC CORP AT COST 18750 307413 US BANCORP NEW AT COST 43768 44700 VANGUARD REAL ESTATE ETF AT COST 102187 123234 VERIZON COMMUNICATIONS AT COST 115528 146860 NOVARTIS AG SPONS ADR AT COST 81710 120913 SALLIE MAE BK SLT LAKE CITY UT AT COST 99550 99943 SCHWAB US AGGREGATE BD ETF AT COST 517073 427202 INVESCO TR II SENIOR LOAD ETF AT COST 100217 92531 COMCAST CORP - CL A AT COST 92790 86700 DOW INC COM AT COST 74919 115860 DUPONT DE NEMOURS INC AT COST 42001 89397 CARRIER GLOBAL CORPORATION AT COST 5132 26740 INTL. BUSINESS MACHINES CORP AT COST 209474 343728 ORACLE CORPORATION AT COST 32156 75366 OTIS WORLDWIDE CORP AT COST 7694 22832 FLEXSHARES STOXX GLBL BRD INFR AT COST 140120 128333 CMS ENERGY CORP 3.6000% 11/15/ AT COST 239070 242942 CONSTELLATION BRANDS INC 5.000 AT COST 249318 248418 JPMORGAN CHASE FINL CO LLC 4.3 AT COST 160000 154048 OWL ROCK CORE INCOME CORP 5.50 AT COST 244178 248132 SYNCHRONY BANK 5.4000% 08/22/2 AT COST 248673 247848 WELLS FARGO & CO 4.2000% 08/29 AT COST 100000 98050 SANDOZ GROUP AG SPONSORED ADS AT COST 4599 7525 RTX CORPORATION AT COST 17120 44864 CITIGROUP INC 5.6000% 07/31/28 AT COST 100000 97757 KEYBANK NATIONAL ASSOCIATION 6 AT COST 191812 206140 FLAGSTAR BK NATL ASSN 5.1000% AT COST 100000 99928 VANGAURD REAL ESTATE ETF COST BASIS ADJ 1531 ROUNDING 2 STATE INCOME TAXES 775 0 775 TAXABLE EXP- SEE FORM 4720 227 0 0 PY PURCHASE OF ACCRUED INTEREST 2761 FEDERAL ESTIMATES - PRINCIPAL 1460 0 0 FOREIGN TAXES ON QUALIFIED FOR 1886 1886 0 FOREIGN TAXES ON NONQUALIFIED 642 642 0