2025-05-08T11:22:02-04:00 2024-12-31 141662664 WEST & COMPANY CPAS PC PO BOX 1219 GLOVERSVILLE NY 120780354 990PF 2024-01-01 146199366 KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION KENN 6073376193 PO BOX 432 BROADALBIN NY 12025 NBT BANK NA TRUSTEE 5184374113 2025-05-06 false TRISHA ROGERS-BYRNS P00175220 5187257127 2025-05-08 2024 2025-03-06 01:10:19Z X 2130357 X 2012080 53283 53283 28958 76293 28958 2094321 82241 12899 6450 6449 900 900 12899 7350 7349 42500 42500 55399 7350 49849 2038922 74891 7054 76102 76102 3702 90085 2061873 2054255 66148 166989 2137975 2130357 0 X 500000 500000 -333011 1637975 166989 2137975 166989 2137975 166989 2038922 2205911 67936 2137975 644.337 SH BLACKROCK STRATEGIC INC P 2024-05-13 6005 6282 -277 -277 604.361 SH DFA INFLATION PROTECTED P 2024-05-13 6515 7700 -1185 -1185 609.531 SH DIAMOND HILL SMALL MID FD P 2024-07-01 15641 14653 988 988 1315.790 SH LOOMIS SAYLES BOND FD P 2024-07-01 15079 15000 79 79 15 SH YUM BRANDS P 2024-10-18 2004 381 1623 1623 15 SH PROCTOR & GAMBLE P 2024-10-18 2584 770 1814 1814 60 SH INTEL CORP P 2024-10-18 1348 967 381 381 10 SH JP MORGAN CHASE & CO P 2024-10-18 2246 328 1918 1918 10 SH MICROSOFT CORP P 2024-10-18 4161 266 3895 3895 15 SH PEPSICO P 2024-10-18 2611 787 1824 1824 10 SH LOWES COS INC P 2024-10-18 2816 201 2615 2615 28958 1041 1041 1041 420 420 621 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 KEITH C CANARY 271 COUNTY HWY 155 BROADALBIN NY 12025 TRUSTEE 0.50 1571 0 0 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 TRUSTEE 000.00 11328 0 0 NONE NONE N/A 1186212 465259 33074 1684545 1684545 25268 1659277 82964 82964 1041 1041 81923 81923 81923 49849 49849 81923 68723 72376 73029 76417 67966 358511 49849 49849 32074 32074 326437 0 36649 289788 72376 73029 76417 67966 X SACANDA BIBLE CONFERENCE 191 LAKEVIEW ROAD BROADALBIN NY 12025 NONE EXEMPT CHARITABLE 5000 THE CHURCH AT NEWTOWN ROAD 142 LOWER NEWTOWN RD WATERFORD NY 12188 NONE EXEMPT CHARITABLE 5000 THE SALVATION ARMY OF GLOVERSVILLE 10 SPRING STREET GLOVERSVILLE NY 12078 NONE EXEMPT CHARITABLE 5000 WORD OF LIFE FELLOWSHIP PO BOX 600 SCHROON LAKE NY 12870 NONE EXEMPT CHARITABLE 3000 BROADALBIN ECUMENICAL FOOD PANTRY 65 N MAIN STREET BROADALBIN NY 12025 NONE EXEMPT CHARITABLE 2500 HOUGHTON UNIVERSITY 9771 WILLARD AVENUE HOUGHTON NY 14744 NONE EXEMPT EDUCATIONAL 5000 DAVIS COLLEGE 4230 GLENDALE ROAD POTTERSVILLE NY 12860 NONE EXEMPT EDUCATIONAL 7500 FULTON MONTGOMERY COMMUNITY COLLEGE 2805 STATE HWY 67 JOHNSTOWN NY 12095 NONE EXEMPT EDUCATIONAL 2500 BROADALBIN PERTH CENTAL SCHOOL DIST 20 PINE STREET BROADALBIN NY 12025 NONE EXEMPT EDUCATIONAL 3500 SUNY OSWEGO 7060 STATE ROAD 104 OSWEGO NY 13126 NONE EXEMPT EDUCATIONAL 2500 HUDSON VALLEY COMMUNITY COLLEGE 80 VANDENBURGH AVENUE TROY NY 12180 NONE EXEMPT EDUCATIONAL 1000 42500 14 53283 18 28958 82241 82241 false false false false false false false false false false X X 1 ATHENE POLICY BL06314430 BL06304610 7700 MILLS CIVIC PARKWAY WEST DES MOINES IA 50266 2012080 X 1 LIFE INSURANCE -PHYLLIS CANARY 1005822 2024-04-29 1 LIFE INSURANCE-PHYLLIS CANARY 1006258 2024-06-14 DFA INFLATION PROTECTED BLACKROCK STRATEGIC DODGE & COX 275196 270495 FIDELITY US BOND IND INSTL PRE 347238 342816 FIDELITY NEW MKTS FEDERATED INST HIGH YIELD 117346 117616 FIDELITY 500 170913 189269 DIAMOND HILL SMALL CAP MID FUND FIDELITY SMALL CAP INDEX FUND 51366 55451 DFA INTERNATIONAL SM COM PORTF 22510 21828 INVECO OPPENHEIMER INTL GROWTH 53175 45406 DFA EMERGING MKTS PORTFOLIO 50542 49197 FLEXSHARES MSTAR GLBL UPSTRM 75774 67993 DFA GLOBAL REAL ESTATE 41401 40496 LAZARD GLOBAL LISTED INFRASTRUCT 39344 39393 DODGE & COX GLOBAL BOND FUND 24355 23431 COLUMBIA DIVIDEND INCOME 136365 136567 DODGE AND COX INTL STOCK FUND 120351 116064 FIDELITY INFLATION PROTECTED BD 203090 197978 PIMCO INCOME FD INSTL CLASS 58855 58575 JP MORGAN LARGE CAP GROWTH 122275 132453 FEDERATED HERMES MDT MID CAP 24950 28575 T ROWE PRICE MED-CAP VALUE FUND 24950 23261 ISHARES MSCI EAFE GROWTH ETF 51070 47931 FIDELITY EMERGING MKTS INDEX 50807 49460 INTEL CORP JP MORGAN CHASE LOWES COMPANIES MICROSOFT CORP PEPSICO INC PROCTOR & GAMBLE CO YUM BRANDS INC INSURANCE POLICY AT COST REDEEMED LIFE INSUANCE POLICY 66148 CHANGE IN COST BASIS 1788