Civic Intelligence

Peet Frances E Est Tr

EIN 06-6137598 • 4947(a)1 • Norwich, NY

Profile

Support of religious organization

C/O Nbt Bank Na 52 S Broad StNorwich, NY 13815

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

-2.7%

Higher net margin than 48% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

56th percentile

$1,174

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

-0.1%

Faster asset growth than 57% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

47%

Faster revenue growth than 71% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$321,929

Down $398 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$321,929

Down $398 (-0.1%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin48th percentile

Revenue

Up

$16,126

Up $5,153 (+47%) from 2023

Expenses

Up

$16,558

Up $1,637 (+11%) from 2023

Net Income

Up

-$432

Up $3,516 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $254,213Liabilities 2012: $0Net Assets 2012: $254,2132012Assets 2013: $253,145Liabilities 2013: $0Net Assets 2013: $253,1452013Assets 2014: $246,079Liabilities 2014: $0Net Assets 2014: $246,0792014Assets 2015: $252,481Liabilities 2015: $0Net Assets 2015: $252,4812015Assets 2016: $254,835Liabilities 2016: $0Net Assets 2016: $254,8352016Assets 2017: $246,270Liabilities 2017: $0Net Assets 2017: $246,2702017Assets 2018: $250,563Liabilities 2018: $0Net Assets 2018: $250,5632018Assets 2019: $252,463Liabilities 2019: $0Net Assets 2019: $252,4632019Assets 2020: $272,472Liabilities 2020: $0Net Assets 2020: $272,4722020Assets 2021: $320,505Liabilities 2021: $0Net Assets 2021: $320,5052021Assets 2022: $326,275Liabilities 2022: $0Net Assets 2022: $326,2752022Assets 2023: $322,327Liabilities 2023: $0Net Assets 2023: $322,3272023Assets 2024: $321,929Liabilities 2024: $0Net Assets 2024: $321,9292024

Highlighted filing

2024

Assets$321,929
Liabilities$0
Net Assets$321,929
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $12,660Expenses 2012: $12,101Net Income 2012: $5592012Revenue 2013: $17,035Expenses 2013: $18,103Net Income 2013: -$1,0682013Revenue 2014: $6,528Expenses 2014: $13,594Net Income 2014: -$7,0662014Revenue 2015: $15,763Expenses 2015: $9,361Net Income 2015: $6,4022015Revenue 2016: $14,589Expenses 2016: $12,235Net Income 2016: $2,3542016Revenue 2017: $2,568Expenses 2017: $11,133Net Income 2017: -$8,5652017Revenue 2018: $15,667Expenses 2018: $11,374Net Income 2018: $4,2932018Revenue 2019: $14,713Expenses 2019: $12,813Net Income 2019: $1,9002019Revenue 2020: $31,392Expenses 2020: $11,383Net Income 2020: $20,0092020Revenue 2021: $58,677Expenses 2021: $10,644Net Income 2021: $48,0332021Revenue 2022: $17,360Expenses 2022: $11,590Net Income 2022: $5,7702022Revenue 2023: $10,973Expenses 2023: $14,921Net Income 2023: -$3,9482023Revenue 2024: $16,126Expenses 2024: $16,558Net Income 2024: -$4322024

Highlighted filing

2024

Revenue$16,126
Expenses$16,558
Net Income-$432
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,929
Liabilities
$0
Net assets
$321,929
Revenue
$16,126
Expenses
$16,558
Net income
-$432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.17$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.17$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.59$0.11$0.48
2020Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.31$0.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.03$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.16$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.14$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.17$0.18$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.13$0.12$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 14, 2025
Return Version
2023v6.0
Gross Receipts
$195,738
Mission and Program Overview

Mission

Support of religious organization

Support of religious organizations

Program Services

DescriptionGrantsExpenses
DISTRIBUTIONS TO NAMED PUBLIC CHARITIES AS STATED IN THE GOVERNING DOCUMENT.$9,932-
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrusteePT$1,174-$1,174
Filing and Contact Details

Filer

Filer Name
Tr Uw Frances E Peet Fbo Christ Church Canaa
EIN
06-6137598
Phone
6073376136
Address
C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815

Signing Officer

Name
Nbt Bank Na
Title
Trustee
Phone
6073376136
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4, Other Investment Income

“Total interest and divdiends: $12,949.83”

FORM 990-EZ, PART I, LINE 10, PAYMENTS TO AFFILIATES:

“Affiliate name: trinity episcopal church, purpose of payment: distribution to charity, amount of payment: $4,965.86, affiliate name: st. John's episcopal church, purpose of payment: distribution to charity, amount of payment: $4,965.86, total included on form 990-ez, line 10: $9,932.00”

Form 990-ez, Part I, Line 20, Other Changes in Net Assets or

“Pgim total return bond cl r6 roc adjustment: $14.99, rounding: $18.19”

Form 990-EZ, Part I, Line 16

“FOREIGN TAX 6”

Form 990-EZ, Part I, Line 20

“Pgim total return bond roc adj 15 rounding 18”

Form 990-EZ, Part II, Line 24

“Abbvie Inc 5344 Adobe Inc 4162 Air Products & Chemicals Inc 0 Alphabet Inc Cl A 2980 Amazon.Com Inc 2258 Apple Inc 2300 Automatic Data Processing Inc 6991 Berkshire Hathaway Inc-Cl B 9102 Carrier Global Corporation 3074 Cisco Systems Inc 0 Costco Wholesale Corp 3914 Danaher Corp 2447 Deere & CO 4278 Disney Walt CO New 2212 Johnson & Johnson 2977 JP Morgan Chase & CO 2766 Kenvue Inc 0 Lowes Cos Inc 6792 Marsh & McLennan Companies Inc 0 McDonalds Corp 3111 Merck & CO Inc 3661 Microsoft Corp 2092 Nextera Energy Inc 3745 Pepsico Inc 3168 Procter & Gamble CO 3210 RTX Corporation 3722 Sherwin Williams CO 0 Thermo Fisher Scientific Inc 5159 Unitedhealth Group Inc 5258 US Bancorp New 0 Veralto Corp 0 Verizon Communications 0 Vaneck Vectors Gold Miners ETF 0 Blackrock Inc 7650 Chipotle Mexican Grill Inc 6256 Lilly Eli & CO 7980 Mastercard Inc Cl A 9283 Netflix Inc 3236 Nvidia Corp 4324 Wal Mart Inc 2002 Fidelity Inflation Protected Bond P 10235 Ishares 1-3 Year Treasury ETF 48771 Blackrock Strategic Income Opportun 30864 Dodge & Cox Income Fund 40000 Dodge & Cox Global Bond Fund 10000 Federal Institutional High Yield Bo 15000 FlexShares Mstar Glbl Upstrm Nat Re 6096 Metropolitan West Total Return Bond 0 PGIM Total Return Bond Cl R6 0 PIMCO Fds Pac Invt Mgmt Ser High Yi 0 Brandywine Global Opps Bond Fund Cl 0”

Raw XML Appendix173 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NBT BANK NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08604359801
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1868
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006039
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025509
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0179612
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-432
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05446
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0321929
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03176
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09932
IRS990EZ/GrossReceiptsAmt0195738
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012950
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NECTFilingForm990Ind0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0322328
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0321929
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0322328
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0321929
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01174
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NBT BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0312283
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0296420
IRS990EZ/OtherChangesInNetAssetsAmt033
IRS990EZ/OtherExpensesTotalAmt06
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF RELIGIOUS ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTIONS TO NAMED PUBLIC CHARITIES AS STATED IN THE GOVERNING DOCUMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01174
IRS990EZ/SaleOfAssetsGrossAmt0182788
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016558
IRS990EZ/TotalRevenueAmt016126
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Although officers, directors, and trustees of the trust are not appointed by and do not serve on the governing body of the supported organizations, the trust maintains a close and continuous working relationship with Trinity Episcopal Church and St. Paul's Episcopal Church through communication and investment reviews which provide insight into their financial and accounting standings.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trust was established by the last will and testament of Frances E. Peet and amended under Probate Court decree dated 5/28/2013. The trust is for the benefit of Trinity Episcopal Church and St. John's Episcopal Church. Both churches operate for religious purposes. The distributions to the churches further the exempt purpose as they cover expenses and necessary repairs to church property which allows
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2the churches to hold services in a safe building.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Trinity Episcopal Church and St. John's Episcopal Church exist to support the religious growth of members of the community. Without the involvement of this trust, Trinity Episcopal Church and St. John's Episcopal Church would still seek opportunities serve the community in this manner and would repair and maintain their facilities so that community members have a safe place to attend.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a Cont.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066038563
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1066010218
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04966
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14966
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST JOHN'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt09932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTAL INTEREST AND DIVDIENDS: $12,949.83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: TRINITY EPISCOPAL CHURCH, PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY, AMOUNT OF PAYMENT: $4,965.86, AFFILIATE NAME: ST. JOHN'S EPISCOPAL CHURCH, PURPOSE OF PAYMENT: DISTRIBUTION TO CHARITY, AMOUNT OF PAYMENT: $4,965.86, TOTAL INCLUDED ON FORM 990-EZ, LINE 10: $9,932.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PGIM TOTAL RETURN BOND CL R6 ROC ADJUSTMENT: $14.99, ROUNDING: $18.19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOREIGN TAX 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PGIM TOTAL RETURN BOND ROC ADJ 15 ROUNDING 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Abbvie Inc 5344 Adobe Inc 4162 Air Products & Chemicals Inc 0 Alphabet Inc Cl A 2980 Amazon.Com Inc 2258 Apple Inc 2300 Automatic Data Processing Inc 6991 Berkshire Hathaway Inc-Cl B 9102 Carrier Global Corporation 3074 Cisco Systems Inc 0 Costco Wholesale Corp 3914 Danaher Corp 2447 Deere & CO 4278 Disney Walt CO New 2212 Johnson & Johnson 2977 JP Morgan Chase & CO 2766 Kenvue Inc 0 Lowes Cos Inc 6792 Marsh & McLennan Companies Inc 0 McDonalds Corp 3111 Merck & CO Inc 3661 Microsoft Corp 2092 Nextera Energy Inc 3745 Pepsico Inc 3168 Procter & Gamble CO 3210 RTX Corporation 3722 Sherwin Williams CO 0 Thermo Fisher Scientific Inc 5159 Unitedhealth Group Inc 5258 US Bancorp New 0 Veralto Corp 0 Verizon Communications 0 Vaneck Vectors Gold Miners ETF 0 Blackrock Inc 7650 Chipotle Mexican Grill Inc 6256 Lilly Eli & CO 7980 Mastercard Inc Cl A 9283 Netflix Inc 3236 Nvidia Corp 4324 Wal Mart Inc 2002 Fidelity Inflation Protected Bond P 10235 Ishares 1-3 Year Treasury ETF 48771 Blackrock Strategic Income Opportun 30864 Dodge & Cox Income Fund 40000 Dodge & Cox Global Bond Fund 10000 Federal Institutional High Yield Bo 15000 FlexShares Mstar Glbl Upstrm Nat Re 6096 Metropolitan West Total Return Bond 0 PGIM Total Return Bond Cl R6 0 PIMCO Fds Pac Invt Mgmt Ser High Yi 0 Brandywine Global Opps Bond Fund Cl 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4, OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10, PAYMENTS TO AFFILIATES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20, OTHER CHANGES IN NET ASSETS OR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NBT BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376136
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UW FRANCES E PEET FBO CHRIST CHURCH CANAA
ReturnHeader/Filer/BusinessNameControlTxt0PEET
ReturnHeader/Filer/EIN0066137598
ReturnHeader/Filer/PhoneNum06073376136
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O NBT BANK NA 52 S BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-14T21:01:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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