2026-05-07T12:39:45-04:00 2025-12-31 141662664 WEST & COMPANY CPAS PC PO BOX 1219 GLOVERSVILLE NY 120780354 990PF 2025-01-01 146199366 KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION KENN 6073376193 PO BOX 432 BROADALBIN NY 12025 NBT BANK NA TRUSTEE 5184374113 2026-05-01 TRISHA ROGERS-BYRNS P00175220 5187257127 2026-05-07 2025 2025-03-06 01:10:19Z X 2874527 X 529468 80591 80591 19095 346841 19095 629154 99686 28083 14041 14042 1900 950 950 1701 250 250 31934 14991 15242 127483 127483 159417 14991 142725 469737 84695 76102 120342 120342 2061873 2487370 2754185 2137975 2607712 2874527 0 X 2137975 2607712 2137975 2607712 2137975 2607712 2137975 469737 2607712 2607712 NBT STOCK SALES P 2025-11-25 285594 327746 -42152 -42152 19095 1177 1177 1177 1080 1080 97 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 4311 0 0 NBT BANK NA 52 SOUTH BROAD STREET NORWICH NY 13815 TRUSTEE 1.00 23772 0 0 NONE NONE N/A 2618410 84643 0 2703053 2703053 40546 2662507 133125 133125 1177 1177 131948 131948 131948 142725 142725 131948 72376 73029 76417 67966 289788 142725 131948 10777 300565 0 72376 228189 73029 76417 67966 10777 X THE SALVATION ARMY OF GLOVERSVILLE 10 SPRING STREET GLOVERSVILLE NY 12078 NONE PC CHARITABLE 5000 THE CHURCH AT NEWTOWN ROAD 142 LOWER NEWTOWN RD WATERFORD NY 12188 NONE PC CHARITABLE 6000 SACANDA BIBLE CONFERENCE 191 LAKEVIEW ROAD BROADALBIN NY 12025 NONE PC CHARITABLE 5000 HOUGHTON UNIVERSITY 9771 WILLARD AVENUE HOUGHTON NY 14744 NONE PC EDUCATIONAL 10000 SUNY ONEONTA 108 RAVINE PKWY ONEONTA NY 13820 NONE PC EDUCATIONAL 2500 DAVIS COLLEGE 4230 GLENDALE ROAD POTTERSVILLE NY 12860 NONE PC EDUCATIONAL 7500 SUNY MORRISVILLE 80 EATON ST MORRISVILLE NY 13408 NONE PC EDUCATIONAL 7088 BROADALBIN ECUMENICAL FOOD PANTRY 65 N MAIN STREET BROADALBIN NY 12025 NONE PC CHARITABLE 2500 BROADALBIN PERTH LIONS CLUB PO BOX 331 BROADALBIN NY 12025 NONE PC EDUCATIONAL 1000 FAITH BAPTIST MISSION PO BOX 866 EAGLE LAKE FL 33839 NONE PC CHARITABLE 35000 CHILDFUND INTERNATIONAL 2821 EMERYWOOD PARKWAY RICHMOND VA 23294 NONE PC CHARITABLE 395 LABORERS TOGETHER PO BOX 486 KELLER TX 76244 NONE PC CHARITABLE 2500 CENTERAL MISSIONARY CLEARING HOUSE 2855 GREENHOUSE RD HOUSTON TX 77084 NONE PC CHARITABLE 28000 THE CHURCH AT NEWTOWN ROAD 142 LOWER NEWTON RD WATERFORD NY 12188 NONE PC CHARITABLE 4000 BROADALBIN KENNYETTO FIRE CO 14 PINE ST BROADALBIN NY 12025 NONE PC CHARITABLE 1000 LEXINGTON FOUNDATION 465 N PERRY ST JOHNSTOWN NY 12095 NONE PC CHARITABLE 5000 SIM USA 14830 CHOATE CIR CHARLOTTE NC 28273 NONE PC CHARITABLE 5000 127483 14 80591 18 19095 99686 99686 false false false false false false false false false false X X 1 KENNETH C CANARY CHARITABLE REMAINDER UNITRUST PO BOX 432 BROADALBIN NY 12025 529468 X X 1 ABBOTT LABS 10758 2025-05-05 1 FIDELITY 500 INDEX FUND 32994 2025-05-05 1 INTEL CORP 5279 2025-05-05 1 MICROSOFT CORP 26552 2025-05-05 1 SPDR PORTFOLIO 27034 2025-05-05 1 CVS HEALTH CORP 5464 2025-05-05 1 FIDELITY TOTAL BOND FUND 52634 2025-05-05 1 ISHARES CORE 14306 2025-05-05 1 NEXTRA ENERGY 2147 2025-05-05 1 COLUMBIA 13600 2025-05-05 1 FIDELITY INFLATION 20440 2025-05-05 1 ISHARES RUSSELL 14435 2025-05-05 1 NOVARTIS 9257 2025-05-05 1 DODGE & COX GLOBAL BOND FUND 6328 2025-05-05 1 FLEXSHARES 18569 2025-05-05 1 JP MORGAN CHASE & CO 18433 2025-05-05 1 PEPSICO 5350 2025-05-05 1 DODGE & COX INCOME FUND 67967 2025-05-05 1 HARDING LOEVNER 29241 2025-05-05 1 JPMORGAN LARGE CAP GROWTH 6419 2025-05-05 1 PIMCO 20333 2025-05-05 1 FEDERATED INSTITUTIONAL HIGH 25877 2025-05-05 1 HONEYWELL INTERNATIONAL 15417 2025-05-05 1 LOWES CO 9088 2025-05-05 1 PROCTOR AND GAMBLE 8347 2025-05-05 WEST & COMPANY CPAS PC 1900 950 950 ISHARES CORE S&P MID CAP 5201 15774 ISHARES RUSSELL 6380 17477 DODGE & COX 316289 322816 FIDELITY US BOND IND INSTL PRE 313809 321578 HARDING LOEVNER INTL EQUITY 21833 28536 FEDERATED INST HIGH YIELD 129927 134584 FIDELITY 500 204318 273756 SPDR PORTFOLIO DEVELOPED 19657 30598 FIDELITY SMALL CAP INDEX FUND 54848 66090 DFA INTERNATIONAL SM COM PORTF 23994 30681 INVECO OPPENHEIMER INTL GROWTH 56071 38826 DFA EMERGING MKTS PORTFOLIO 61709 77299 FLEXSHARES MSTAR GLBL UPSTRM 72573 85602 DFA GLOBAL REAL ESTATE 51818 52253 LAZARD GLOBAL LISTED INFRASTRUCT 47847 54710 DODGE & COX GLOBAL BOND FUND 28436 29125 COLUMBIA DIVIDEND INCOME 206246 226143 DODGE AND COX INTL STOCK FUND 128637 163208 FIDELITY INFLATION PROTECTED BD 237768 237970 PIMCO INCOME FD INSTL CLASS 73195 76142 JP MORGAN LARGE CAP GROWTH 198443 215421 FEDERATED HERMES MDT MID CAP 33781 38691 T ROWE PRICE MED-CAP VALUE FUND 26414 24976 ISHARES MSCI EAFE GROWTH ETF 54674 60378 FIDELITY EMERGING MKTS INDEX 63030 79127 TOTAL FIDELITY 50472 52424 INSURANCE POLICY AT COST EXPENSES NY DEPT OF LAW 250 250 ESTIMATED TAX PAYMENTS 1080 PY TAX 621