2022-02-16T11:08:18-06:00 2021-12-31 141662664 WEST & COMPANY CPAS PC PO BOX 1219 GLOVERSVILLE NY 120780354 990PF 2021-01-01 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 2022-02-01 NBT BANK XXX-XX-XXXX TRISHA ROGERS-BYRNS P00175220 5187257127 2022-02-16 2021 2022-09-23 18:48:47Z X 378482 X X 7685 7685 36299 108523 36299 43984 43984 4309 2154 2155 1200 600 600 66248 50 66198 71757 2804 68953 20000 20000 91757 2804 88953 -47773 41180 11855 8355 8355 16097 7686 40988 269757 233895 262991 66148 66148 66148 363857 316084 378482 0 X 500000 500000 -136143 -183916 363857 316084 363857 316084 363857 -47773 316084 316084 KYNDRYL HOLDINGS INC P 2021-11-19 1000 742 258 258 DFA EMERGING MKTS PORTFOLIO P 2021-06-23 800 640 160 160 INTL. BUSINESS MACHINE CORP P 2021-11-19 2965 2371 594 594 DFA INTERNATIONAL CORE EQUITY P 2021-04-14 5000 4368 632 632 DFA INTERNATIONAL CORE EQUITY P 2021-06-23 2700 2285 415 415 EXXONMOBIL CORP P 2021-11-19 1626 1060 566 566 DFA GLOBAL REAL ESTATE SSECURITIES P P 2021-04-14 1000 952 48 48 INVESCO OPPENHEIMER INTL GROWTH Y P 2021-06-23 3100 2653 447 447 DFA INTERNATIONAL CORE EQUITY P 2021-12-17 3000 2649 351 351 DFA EMERGING MKTS PORTFOLIO P 2021-04-14 1000 825 175 175 LAZARD GLOBAL LISTED INFRASTRUCTURE P 2021-06-23 2000 1946 54 54 DODGE & COX INCOME FUND P 2021-12-17 3000 3002 -2 -2 EXONMOBIL CORP P 2021-04-15 1390 1060 330 330 FEDERATED INSTITUTIONAL HIGH YIELD B P 2021-06-23 3000 2904 96 96 BLACKROCK STRATEGIC INCOME OPPURTUNI P 2021-12-17 2000 1908 92 92 MICROSOFT CORP P 2021-04-15 2574 267 2307 2307 DODGE & COX INCOME FUND P 2021-06-23 9000 8751 249 249 FIDELITY NEW MARKETS INCOME FUND P 2021-12-17 4039 4341 -302 -302 LOWES COS INC P 2021-04-15 2003 201 1802 1802 DIAMOND HILL SMALL-MID CAP FUND P 2021-06-23 2000 1658 342 342 FIDELITY US BOND INDEX INSTL PREMIUM P 2021-12-17 3000 3008 -8 -8 YUM BRANDS INC P 2021-04-15 1174 255 919 919 JP MORGAN CHASE & CO P 2021-06-24 1501 328 1173 1173 PEPSICO INC P 2021-04-15 1428 524 904 904 LOWES COS INC P 2021-06-24 958 100 858 858 PROCTOR & GAMBLE CO P 2021-04-15 1356 514 842 842 MICROSOFT CORP P 2021-06-24 2644 267 2377 2377 FIDELITY US BOND INDEX INSTL PREMIUM P 2021-06-23 8000 7538 462 462 ALPHABET INC CI A P 2021-06-24 12141 953 11188 11188 DFA INTERNATIONAL SMALL COMPANY PORT P 2021-06-23 800 778 22 22 FLEXSHARE MSTAR GLBL UPSTRM NAT RES P 2021-06-24 8962 7750 1212 1212 INVESCO OPPENHEIMER DEVELOPING MKTS P 2021-06-23 700 513 187 187 PROCTOR & GAMBLE CO P 2021-06-24 667 257 410 410 DFA GLOBAL REAL ESTATE SECURITIES PO P 2021-06-23 2000 1757 243 243 INTEL CORP P 2021-06-24 559 161 398 398 BLACKROCK STRATEGIC INCOME OPPURTUNI P 2021-06-23 3000 2820 180 180 KYNDRYL HOLDINGS INC P 2021-11-19 97 118 -21 -21 36299 572 572 572 626 626 54 54 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 0.00 0 0 0 KEITH C CANARY 271 COUNTY HWY 155 BROADALBIN NY 12025 TRUSTEE 0.00 0 0 0 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 TRUSTEE 1.00 4309 0 0 NONE NONE N/A 326714 8229 0 334943 334943 5024 329919 16496 16496 572 572 15924 15924 15924 88953 88953 15924 47639 17339 69951 68723 72376 276028 88953 15924 73029 349057 0 47639 301418 17339 69951 68723 72376 73029 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 7685 18 36299 43984 43984 false false false false false false false false false false WEST & COMPANY CPAS PC 1200 600 600 DFA INFLATION PROTECTED 5533 5854 BLACKROCK STRATEGIC 24442 25446 DODGE & COX 38897 40492 FIDELITY US BOND IND INSTL PRE 45680 48449 FIDELITY NEW MKTS FEDERATED INST HIGH YIELD 15758 16159 FIDELITY 500 9350 15215 JP MORGAN LARGE CAP GRWTH 5500 7766 DIAMOND HILL SMALL CAP MID FUND 5342 8658 FIDELITY SMALL CAP INDEX FUND 4300 6951 DFA INTERNATIONAL CORE EQUITY 17818 20668 DFA INTERNATIONAL SM COM PORTF 5222 6022 INVECO OPPENHEIMER INTL GROWTH 20265 21577 DFA EMERGING MKTS PORTFOLIO 9878 11020 OPPENHEIMER DEVELOPING MKTS 8764 10021 FLEXSHARES MSTAR GLBL UPSTRM 5941 6516 DFA GLOBAL REAL ESTATE 3736 4483 LAZARD 4469 4755 DFA SMALL CAP VALUE DFA US MICRO CAP JP MORGAN CHASE DODGE & COX GLOBAL BOND FUND 3000 2939 ALPHABET EXXON MOBIL COPR INTEL CORP 1450 4635 IBM CORP JP MORGAN CHASE 1313 6334 LOWES COMPANIES 502 6462 MICROSOFT CORP 800 10090 PEPSICO INC 1573 5211 PROCTOR & GAMBLE CO 1284 4090 YUM BRANDS INC 764 4166 INSURANCE POLICY AT COST 66148 66148 EXPENSES INSURANCE 66148 66148 NY DEPT OF LAW 100 50 50