Civic Intelligence

Trust UW Charles Joseph Kinzie

EIN 16-6041683 • Norwich, NY

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

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-72%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$458

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

-2.4%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$24,250

Down $938 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$24,250

Down $938 (-3.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Down

$1,311

Down $32 (-2.4%) from 2023

Expenses

Up

$2,249

Up $132 (+6.2%) from 2023

Net Income

Down

-$938

Down $164 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$40K$30K$20K$10K$0Assets 2010: $34,442Liabilities 2010: $0Net Assets 2010: $34,4422010Assets 2011: $33,017Liabilities 2011: $0Net Assets 2011: $33,0172011Assets 2012: $32,998Liabilities 2012: $12012Assets 2013: $32,128Liabilities 2013: $0Net Assets 2013: $32,1282013Assets 2014: $31,439Liabilities 2014: $0Net Assets 2014: $31,4392014Assets 2015: $30,927Liabilities 2015: $0Net Assets 2015: $30,9272015Assets 2016: $29,558Liabilities 2016: $0Net Assets 2016: $29,5582016Assets 2017: $27,892Liabilities 2017: $0Net Assets 2017: $27,8922017Assets 2018: $27,981Liabilities 2018: $0Net Assets 2018: $27,9812018Assets 2019: $26,885Liabilities 2019: $0Net Assets 2019: $26,8852019Assets 2020: $26,608Liabilities 2020: $0Net Assets 2020: $26,6082020Assets 2021: $26,325Liabilities 2021: $0Net Assets 2021: $26,3252021Assets 2022: $25,953Liabilities 2022: $0Net Assets 2022: $25,9532022Assets 2023: $25,188Liabilities 2023: $0Net Assets 2023: $25,1882023Assets 2024: $24,250Liabilities 2024: $0Net Assets 2024: $24,2502024

Highlighted filing

2024

Assets$24,250
Liabilities$0
Net Assets$24,250
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0K$2.0K$0-$2.0KExpenses 2010: $1,9282010Expenses 2011: $2,3932011Revenue 2012: $2,272Expenses 2012: $2,291Net Income 2012: -$192012Revenue 2013: $1,263Expenses 2013: $1,785Net Income 2013: -$5222013Revenue 2014: $2,317Expenses 2014: $3,006Net Income 2014: -$6892014Revenue 2015: $1,577Expenses 2015: $2,102Net Income 2015: -$5252015Revenue 2016: $883Expenses 2016: $2,256Net Income 2016: -$1,3732016Revenue 2017: $920Expenses 2017: $2,557Net Income 2017: -$1,6372017Revenue 2018: $2,373Expenses 2018: $2,271Net Income 2018: $1022018Revenue 2019: $1,423Expenses 2019: $2,525Net Income 2019: -$1,1022019Revenue 2020: $2,173Expenses 2020: $2,443Net Income 2020: -$2702020Revenue 2021: $1,501Expenses 2021: $1,782Net Income 2021: -$2812021Revenue 2022: $2,323Expenses 2022: $2,680Net Income 2022: -$3572022Revenue 2023: $1,343Expenses 2023: $2,117Net Income 2023: -$7742023Revenue 2024: $1,311Expenses 2024: $2,249Net Income 2024: -$9382024

Highlighted filing

2024

Revenue$1,311
Expenses$2,249
Net Income-$938
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$24,250
Liabilities
$0
Net assets
$24,250
Revenue
$1,311
Expenses
$2,249
Net income
-$938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$1.31$2.25$0.94
2023Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.34$2.12$0.77
2022Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$2.32$2.68$0.36
2021Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$1.50$1.78$0.28
2020Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$2.17$2.44$0.27
2019Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.42$2.53$1.10
2018Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$2.37$2.27$0.10
2017Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.92$2.56$1.64
2016Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.88$2.26$1.37
2015Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$1.58$2.10$0.53
2014Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$2.32$3.01$0.69
2013Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$1.26$1.79$0.52
2012Summary only. Only limited summary data is available for this year.$33.0$0.00$2.27$2.29$0.02
2011Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$2.39
2010Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$1.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NBT BANK NATrustee-$458-$458
Filing and Contact Details

Filer

Filer Name
Trust Uw Charles Joseph Kinzie
EIN
16-6041683
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
2025-04-16
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
Raw XML Appendix339 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0730
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD TOTAL BOND MKT INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD INSTITUTIONAL INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD SMALL CAP INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD DEVELOPED MKTS INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD MID-CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA EMERGING MARKETS PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA GLOBAL REAL ESTATE SECURIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FLEXSHARES MSTAR GLBL UPSTRM N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FLEXSHARES STOXX GLBL BRD INFR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY INFLATION PROTECTED B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FIDELITY EMERGING MKTS INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DODGE & COX GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FEDERATED INSTITUTIONAL HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01139
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0172
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01311
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01311
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0458
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0992
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0992
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01139
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-938
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0867
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01311
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0801
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0172
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-938
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt026
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt026
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt025188
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024250
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01915
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01915
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01915
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01927
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012
IRS990PF/DistributableAmountGrp/TotalTaxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt038685
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt025188
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt024250
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037224
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02399
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01461
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01461
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024250
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024250
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039136
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036713
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01927
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038549
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NBT BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt052 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01793
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01793
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt052 SOUTH BROAD ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013815
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NBT BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06073376136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF NIAGARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06420 INDUCON DRIVE WEST SUITE B2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANBORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0992
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0857
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0936
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01793
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01058
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0936
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MF TIMING DIFFERENCE SUBTRACTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MF TIMING DIFFERENCE ADDITION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/Amt122
TaxesSchedule/TaxesDetail/Amt29
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt122
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NBT BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06073376136
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW CHARLES JOSEPH KINZIE
ReturnHeader/Filer/BusinessNameControlTxt0KINZ
ReturnHeader/Filer/EIN0166041683
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/PreparationDt02025-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T18:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.