2024-05-15T13:16:36-05:00 2023-12-31 150544726 DAVIDSON FOX & COMPANY LLP 33 LEWIS ROAD BINGHAMTON NY 13905 990PF 2023-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6075925485 PO BOX 97 ITHACA NY 14851 PERRI LOPINTO EXECUTIVE DIRECTOR 6075925485 2024-05-13 1 PERRI LOPINTO 999009999 1 TERA A STANTON CPA P01243815 6077225386 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3186013 X 134386 84447 84447 84726 587446 84726 303559 169173 0 0 0 0 0 7250 7250 0 0 89038 89038 0 0 5581 5581 0 0 25942 25942 0 0 127811 127811 0 0 209573 209573 337384 127811 0 209573 -33825 41362 0 0 125321 94416 94416 2566500 2883183 2883183 294272 208414 208414 2986093 3186013 3186013 0 0 X 2986093 2851013 335000 2986093 3186013 2986093 3186013 2986093 -33825 233745 3186013 0 3186013 SHORT TERM COVERED TRANSACTIONS P 2023-01-01 2023-12-31 46022 47475 -1453 -1453 LONG TERM COVERED TRANSACTIONS P 2023-01-01 2023-12-31 406055 398737 7318 7318 183 SHS ALPHABET INC P 2022-01-01 2023-09-14 25183 2127 23056 23056 64 SHS AAPL P 2022-01-01 2023-09-14 11130 134 10996 10996 39 SHS AAPL P 2007-07-02 2023-10-31 6654 171 6483 6483 50000 UNITS GE P 2022-01-01 2023-01-09 50000 49969 31 31 117 SHS MICROSOFT P 2007-12-05 2023-09-14 39688 3693 35995 35995 .6667 SHS VERALTO P 2010-10-19 2023-10-13 47 7 40 40 36.3334 SHS VERALTO P 2010-10-19 2023-10-16 2667 407 2260 2260 84726 575 0 575 0 575 1499 0 0 0 1499 0 924 924 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.TCLEGACY.ORG MICHELLE MEKOS 6075925485 C/O TOMPKINS TRUST COMPANY PO BOX 460 ITHACA NY 14851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY OPPERMAN PO BOX 97 ITHACA NY 14851 VICE PRESIDENT 1.00 0 0 0 GREGORY GALVIN PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 PETER GROSSMAN PO BOX 97 ITHACA NY 14851 PRESIDENT 1.00 0 0 0 DANA CHRISTOFFERSON PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 DAVID ILES PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 THOMAS LIVIGNE PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 DR DAVID EVELYN PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 STEPHEN ROMAINE PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 JEAN MCPHEETERS PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 PETER SALMON PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2935152 113407 0 3048559 0 0 3048559 45728 3002831 150142 150142 575 575 149567 0 149567 0 149567 209573 0 209573 149567 0 0 104371 63023 83670 59138 70189 380391 209573 0 0 0 149567 60006 0 0 440397 0 0 0 0 0 0 104371 336026 63023 83670 59138 70189 60006 MARY OPPERMAN PRESIDENT PO BOX 97 ITHACA NY 14851 6072742004 ALL REQUESTS SHOULD BE IN WRITING. REQUESTS SHOULD INDICATE A BRIEF DESCRIPTION OF THE ORGANIZATION REQUESTING THE FUNDS AND THE PURPOSE OF THE REQUEST AND A BUDGET. NONE THE FOUNDATION'S POLICY IS TO MAKE THE FUNDS AVAILABLE TO VOLUNTARY AGENCIES SERVING THE TOMPKINS COUNTY AREA. ALCOHOL & DRUG COUNCIL OF TOMPKINS COUNTY 201 EAST GREEN STREET SUITE 500 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3749 BEVERLY J MARTIN SCHOOL PTA 302 W BUFFALO STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 CANCER RESOURCE CENTER OF THE FINGER LAKES 612 W STATE ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS -1547 CAROLINE AFTER SCHOOL PROGRAM INC 2439 SLATERVILLE ROAD SLATERVILLE SPRINGS NY 14881 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CATHOLIC CHARITIES 324 W BUFFALO ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 CAYUGA MEDICAL CENTER FOUNDATION 101 DATES DRIVE ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 COMMUNITY SCIENCE INSTITUTE 95 BROWN RD 283 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2863 ENFIELD COMMUNITY COUNCIL INC 162 ENFIELD MAIN ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2174 FAMILY & CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5500 FINGER LAKES LAND TRUST 202 E COURT STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 FIRST BAPTIST CHURCH OF ENFIELD 830 ENFIELD FALL NEWFIELD NY 14867 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 FIRST CONGREGATIONAL CHURCH OF ITHACA 309 HIGHLAND ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8000 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4508 FRIENDS OF THE ITHACA YOUTH BUREAU PO BOX 4198 ITHACA NY 14852 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 GOLDEN OPPORTUNITY PO BOX 370 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 GREATER ITHACA ACTIVITIES CENTER 301 W COURT STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 GROUNDSWELL CENTER FOR LOCAL FOOD & FARMING 100 RACHEL CARSON WAY ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4366 HABITAT FOR HUMANITY OF TOMPKINS & CORTLAND PO BOX 4683 ITHACA NY 14852 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 HOSPICE & PALLIATIVE CARE SERVICE OF TOMPKINS COUNTY 172 E KING RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 HUMAN SERVICES COALITION 177 EAST MLK JR STATE ST 133 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 ITHACA COMMUNITY ORCHESTRA TCHC BUILDING 110 N TIOGA ST STE 302 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1300 ITHACA COMMUNITY RECOVERY 518 WEST SENECA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 ITHACA HEALTH ALLIANCE 521 WEST SENECA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1800 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7000 ITHACA PUBLIC EDUCATION INITIATIVE PO BOX 4268 ITHACA NY 14852 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1500 ITHACA VOICE 121 E SENECA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 ITHACA WELCOMES REFUGEES 315 N CAYUGA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2560 KITCHEN THEATRE COMPANY 417 W STATE ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 LIFELONG 119 W COURT ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2839 LOVE LIVING AT HOME INC 121 E SENECA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 NEW ROOTS CHARTER SCHOOL PO BOX 936 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 RACKER 3226 WILKINS RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3473 RUNNING TO PLACES THEATRE 1013 W STATE ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 9700 SECOND WIND COTTAGES 1435 ELMIRA RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS -983 SOUTHSIDE COMMUNITY CENTER 305 S PLAIN STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 STATE THEATRE OF ITHACA INC 107 W STATE ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 TOMPKINS LEARNING PARTNERS INC 124 W BUFFALO STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1500 ULYSSES PHILOMATHIC LIBRARY 74 E MAIN ST TRUMANSBURG NY 14886 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1200 UNITED WAY OF TOMPKINS COUNTY 313 N AURORA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4800 UNITY HOUSE OF CAYUGA COUNTY INC 217 GENESEE ST SUITE 14 AUBURN NY 13021 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS -2000 VARNA UNITED METHODIST CHURCH 265 DRYDEN ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 500 WALKING ON WATER PRODUCTIONS INC 102 BEECHWOOD DRIVE GROTON NY 13073 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 WHARTON STUDIO MUSEUM PO BOX 3975 ITHACA NY 14852 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5491 WOMEN'S OPPORTUNITY CENTER 315 N TIOGA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 YMCA OF ITHACA AND TOMPKINS COUNTY 50 GRAHAM RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 YOUTH FARM PROJECT INC 1013 W MLK JR STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 209573 0 14 84447 18 84726 0 169173 0 169173 8 PROVIDES FUNDS TO VARIOUS VOLUNTARY COMMUNITY SERVICE AGENCIES 0 0 0 0 0 0 0 0 0 0 X X 1 TOM BUTLER 105 MAPLEWOOD ROAD ITHACA NY 14850 5000 X 2 JOEL ZUMOFF 216 VALLEY ROAD ITHACA NY 14850 5408 X 3 JIM BYRNES 1405 SANDY BEACH LANE VERO BEACH FL 32963 57713 X 4 SMITH ESTATE 118 E SENECA STREET ITHACA NY 14850 43800 X ACCOUNTING 7250 7250 0 0 ALPHABET INC 1.998% 15 AUG 2026 47219 47219 APPLE INC 3.25% 23 FEB 2026 48784 48784 BLACKROCK INC 3.5% 18 MAR 2024 24891 24891 MICROSOFT CORP 3.3% 06 FEB 2027 24348 24348 ORACLE CORP 2.65% 15 JUL 2026 14229 14229 SALESFORCE INC 3.7% 11 APR 2028 24511 24511 WELLS FARGO & CO 3.55% 29 SEP 2025 24432 24432 ABBOTT LABORATORIES COM 15740 15740 ACCENTURE PLC IRELAND SHS CLASS A 21756 21756 ADOBE INC COM 60256 60256 ALPHABET INC CAP STK CL A 62302 62302 AMAZON.COM INC 74451 74451 AMERICAN WATER WORKS CO INC 12671 12671 AMGEN INC 16993 16993 APPLE INC 78745 78745 ARTHUR J GALLAGHER & CO 30359 30359 BERKSHIRE HATHAWAY INC 37449 37449 BLACKROCK INC 21919 21919 BLOOMBERG T BILL 24858 24858 CISCO SYSTEMS INC 21926 21926 COSTCO WHOLESALE CORP 34984 34984 DANAHER CORP 30306 30306 DUKE ENERGY CORP 14265 14265 ELI LILLY & CO 32643 32643 EXXON MOBIL CORP 30594 30594 FPA NEW INCOME FUND 142353 142353 GENERAL DYNAMICS CORP 19216 19216 GUGGENHEIM FUNDS 148711 148711 HOME DEPOT INC/THE 42626 42626 HONEYWELL INTERNATIONAL INC 47185 47185 INTERCONTINENTAL EXCHANGE INC 16439 16439 INTUITIVE SURGICAL INC 31374 31374 ISHARES CORE S&P MID CAP 198162 198162 ISHARES CORE MSCI EMERGING MARKETS 137224 137224 JPMORGAN CHASE & CO 23814 23814 JP MORGAN CORE BOND SELECT 370358 370358 KIMBERLY-CLARK CORP 10571 10571 MASTERCARD INC 27297 27297 MCDONALD'S CORP 21052 21052 MERCK & CO INC 21041 21041 MICROSOFT CORP 80473 80473 OSTERWEIS STRATEGIC INCOME FUND 72104 72104 PEPSICO INC 20550 20550 PUBLIC SERVICE ENTERPRISE GROUP INC 14309 14309 PUBLIC STORAGE 16470 16470 SANDOZ 3585 3585 STARBUCKS CORP 20546 20546 STRYKER CORP 17668 17668 TJX COS INC/THE 21201 21201 TOMPKINS FINANCIAL CORP 118894 118894 UNITED PARCEL SERVICE INC 15408 15408 VANGUARD SMALL CAP ETF 36266 36266 VANGUARD FTSE DEVELOPED MARKETS 508123 508123 WALMART INC 38782 38782 WASTE MANAGEMENT INC 19164 19164 OFFICE EXPENSE 16286 16286 0 0 INSURANCE 3456 3456 0 0 DUES AND SUBSCRIPTIONS 1200 1200 0 0 GRANT ADMINISTRATION FEES 5000 5000 0 0 UNREALIZED GAIN (LOSS) ON INVESTMENTS 233745 CUSTODIAL FEES 22263 22263 0 0 SECRETARIAL FEES 4375 4375 0 0 DIRECTOR OF DEVELOPMENT SERVICES 62400 62400 0 0 NYS FILING FEE 275 275 0 0 PAYROLL TAXES 5306 5306 0 0