2023-05-15T09:27:21-04:00 2022-12-31 141662664 WEST & COMPANY CPAS PC PO BOX 1219 GLOVERSVILLE NY 120780354 990PF 2022-01-01 146199366 KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION KENN 6073376193 C/O WEST CO 97 N MAIN STREET GLOVERSVILLE NY 12078 NBT BANK NA TRUSTEE 5184374113 2023-05-03 NBT BANK XXX-XX-XXXX false TRISHA ROGERS-BYRNS P00175220 5187257127 2023-05-15 2022 2023-04-26 12:10:37Z X 243109 X X 6357 6357 870 110649 870 7227 7227 3034 3034 1200 600 600 546 66248 50 66198 71028 3684 66798 20000 20000 91028 3684 86798 -83801 3543 8355 5854 5854 7686 4950 21172 233895 155331 149935 66148 66148 66148 316084 232283 243109 0 X 500000 500000 -183916 -267717 316084 232283 316084 232283 316084 -83801 232283 232283 INVESCO P 2022-03-14 7801 8764 -963 -963 PEPSICO P 2022-06-22 1597 524 1073 1073 BLACKROCK P 2022-03-14 10000 9938 62 62 MSTAR P 2022-06-22 2068 2291 -223 -223 DODIX P 2022-06-22 11000 12191 -1191 -1191 JP MORGAN P 2022-06-22 1734 492 1242 1242 500 INDEX P 2022-06-22 2000 1554 446 446 PROCTOR AAND AGMBLE P 2022-06-22 1359 514 845 845 DFA RREAL ESTATE P 2022-06-22 600 686 -86 -86 INTEL P 2022-06-22 1132 483 649 649 INVESCO P 2022-06-22 4000 5514 -1514 -1514 YUM P 2022-06-22 1111 255 856 856 DIAMOND HILL P 2022-06-22 2000 1749 251 251 MICROSOFT P 2022-06-22 2531 267 2264 2264 DFA EMERGING P 2022-06-22 3000 3111 -111 -111 INVESCO P 2022-12-23 12193 14752 -2559 -2559 DFA INTL P 2022-06-22 6000 6238 -238 -238 DFA INTL P 2022-12-23 11480 11580 -100 -100 US BOND INDEX P 2022-06-22 13000 14404 -1404 -1404 DODIX P 2022-06-22 1000 1153 -153 -153 LAZARD P 2022-06-22 1400 1381 19 19 HIGH YIELD BONDS P 2022-06-22 4000 4576 -576 -576 BLACKROCK P 2022-06-22 7000 7161 -161 -161 LOWES P 2022-06-22 1721 201 1520 1520 870 49 49 49 600 600 551 551 false false false false false false false true true NY true false false false false true N/A NBT BANK NA 6073376193 52 SOUTH BROAD STREET NORWICH NY 13815 false false false false false false false false false false false false false false false false false false false false PHYLLIS E CANARY 1736 STATE HWY 29 GLOVERSVILLE NY 12078 TRUSTEE 000.00 0 0 0 KEITH C CANARY 271 COUNTY HWY 155 BROADALBIN NY 12025 TRUSTEE 000.00 0 0 0 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 TRUSTEE 000.00 3034 0 0 NONE NONE N/A 203781 8005 0 211786 211786 3177 208609 10430 10430 49 49 10381 10381 10381 86798 86798 10381 17339 69951 68723 72376 73029 301418 86798 10381 76417 377835 0 17339 360496 69951 68723 72376 73029 76417 X SACANDA BIBLE CONFERENCE 191 LAKEVIEW ROAD BROADALBIN NY 12025 NONE EXEMPT CHARITABLE 10000 BROADALBIN PERTH EDUCATIONAL FOUNDA 1870 COUNTY HWY 107 BROADALBIN NY 12025 NONE EXEMPT CHARITABLE 2000 THE SALVATION ARMY OF GLOVERSVILLE 10 SPRING STREET GLOVERSVILLE NY 12078 NONE EXEMPT CHARITABLE 3000 WORD OF LIFE FELLOWSHIP PO BOX 600 SCHROON LAKE NY 12870 NONE EXEMPT CHARITABLE 5000 20000 14 6357 18 870 7227 7227 false false false false false false false false false false WEST & COMPANY CPAS PC 1200 600 600 DFA INFLATION PROTECTED 9533 8008 BLACKROCK STRATEGIC 7343 6929 DODGE & COX 26705 24405 FIDELITY US BOND IND INSTL PRE 31276 28529 FIDELITY NEW MKTS 5000 4457 FEDERATED INST HIGH YIELD 11181 9599 FIDELITY 500 7796 10221 JP MORGAN LARGE CAP GRWTH 5500 5609 DIAMOND HILL SMALL CAP MID FUND 3593 5115 FIDELITY SMALL CAP INDEX FUND 4300 5473 DFA INTERNATIONAL CORE EQUITY DFA INTERNATIONAL SM COM PORTF 5222 4817 INVECO OPPENHEIMER INTL GROWTH DFA EMERGING MKTS PORTFOLIO 6767 6032 OPPENHEIMER DEVELOPING MKTS FLEXSHARES MSTAR GLBL UPSTRM 6628 7825 DFA GLOBAL REAL ESTATE 4050 3487 LAZARD 3589 3286 DODGE & COX GLOBAL BOND FUND 1848 1582 COLUMBIA DIUVIDEND INCOME 5000 4945 DODGE AND COX INTL STOCK FUND 10000 9616 INTEL CORP 967 1586 JP MORGAN CHASE 821 3353 LOWES COMPANIES 301 2989 MICROSOFT CORP 533 4796 PEPSICO INC 1049 3613 PROCTOR & GAMBLE CO 770 2273 YUM BRANDS INC 509 2562 INSURANCE POLICY AT COST 66148 66148 EXPENSES INSURANCE 66148 66148 NY DEPT OF LAW 100 50 50 ESTIMATED TAX PAYMENTS 546 FEDERAL EXCISE TAX