2023-07-25T07:05:25-05:00 2022-12-31 475324570 INSERO & CO CPAS LLP 20 THORNWOOD DRIVE ITHACA NY 14850 990PF 2022-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6072742004 PO BOX 97 ITHACA NY 14851 PETER GROSSMAN PRESIDENT 6072742004 2023-07-20 1 PETER GROSSMAN XXX-XX-XXXX 0 PATRICK JORDAN P00854521 6072724444 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2986093 X 80048 68345 68345 67832 150203 67832 216225 136177 0 0 0 5800 5800 0 85119 85119 0 1326 275 0 17607 17607 0 109852 108801 0 226825 226825 336677 108801 226825 -120452 27376 160599 125321 125321 3132979 2566500 2566500 437765 294272 294272 3731343 2986093 2986093 0 0 X 3731343 2986093 3731343 2986093 3731343 2986093 3731343 -120452 0 3610891 624798 2986093 PUBLICLY TRADED SECURITY 35000 34841 159 159 PUBLICLY TRADED SECURITY 75189 7880 67309 67309 PUBLICLY TRADED SECURITY 40000 39650 350 350 CAPITAL GAINS DIVIDENDS P 14 14 14 67832 381 0 381 0 381 1880 0 0 0 1880 0 1499 1499 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.TCLEGACY.ORG JANET HEWITT 6072742004 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 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 SECRETARY/TREASURER 1.00 0 0 0 PETER SALMON PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 JOANNE FLORINO PO BOX 97 ITHACA NY 14851 VICE PRESIDENT 1.00 0 0 0 THOMAS LIVIGNE PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 AMIE HENDRIX 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 NONE 0 NONE 0 0 3093357 94795 0 3188152 0 0 3188152 47822 3140330 157017 157017 381 381 156636 0 156636 0 156636 226825 0 226825 156636 0 0 92837 104371 63023 83670 59138 403039 226825 0 0 0 156636 70189 0 0 473228 0 0 0 0 0 0 92837 380391 104371 63023 83670 59138 70189 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. GROUNDSWELL CENTER FOR LOCAL FOOD & FARMING 100 RACHEL CARSON WAY ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 FRIENDSHIP DONATIONS NETWORK 1013 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 ITHACA COMMUNITY RADIO 103 W SENECA ST SUITE 305 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 STATE THEATRE OF ITHACA INC 107 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8000 NAMI FINGER LAKES 108 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 COMMUNITY ARTS PARTNERSHIP OF TOMPKINS COUNTY 110 N TIOGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 LIFELONG 119 W COURT ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2936 FRIENDS OF STEWART PARK 120 BRINDLEY ST SUITE 4 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 LOVE LIVING AT HOME INC 121 E SENECA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG ROAD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 FAMILY & CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 SECOND WIND COTTAGES 1435 ELMIRA RD NEWFIELD NY 14867 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7200 HOSPICARE & PALLIATIVE CARE SERVICE OF TOMPKINS COUNTY 172 E KING RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 HUMAN SERVICES COALITION 177 EAST MLK JRSTATE STREET 133 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2347 HISTORIC ITHACA 210 CENTER ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 FREE SCIENCE WORKSHOP 210 HANCOCK ST 1 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 LOAVES AND FISHES OF TOMPKINS COUNTY 210 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1663 UNITY HOUSE OF CAYUGA COUNTY INC 217 GENESEE ST SUITE 14 AUBURN NY 13021 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10500 SOUTHWORTH LIBRARY ASSOCIATION 24 W MAIN ST DRYDEN NY 13053 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 NEWFIELD CENTRAL SCHOOL DISTRICT 247 MAIN STREET NEWFIELD NY 14867 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 630 RC BUCKLEY ELEMENTARY SCHOOL 284 RIDGE RD LANSING NY 14882 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 630 BEVERLY J MARTIN SCHOOL 302 W BUFFALO STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 630 BEVERLY J MARTIN SCHOOL PTA 302 W BUFFALO STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 STABLEWORK 305 PIPER RD NEWFIELD NY 14867 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1663 COMMUNITY UNITY MUSIC EDUCATION PROGRAM 305 PLAIN ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 UNITED WAY OF TOMPKINS COUNTY 313 N AURORA STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 14950 ITHACA WELCOMES REFUGEES 315 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2600 WOMEN'S OPPORTUNITY CENTER 315 N TIOGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 RACKER 3226 WILKINS RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1663 CATHOLIC CHARITIES 324 W BUFFALO ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES INC 380 FREEVILLE RD FREEVILLE NY 13068 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 9000 FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7000 AFFILIATED CHORUSES OF ITHACA 402 N AURORA STR ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1850 KITCHEN THEATRE COMPANY 417 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 YMCA OF ITHACA AND TOMPKINS COUNTY 50 GRAHAM RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 9000 SPECIAL OLYMPICS NEW YORK 504 BALLTOWN ROAD SCHENECTADY NY 12304 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1663 DOWNTOWN ITHACA CHILDREN'S CENTER 506 1ST STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4300 FAMILY READING PARTNERSHIP 54 GUNDERMAN RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 800 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7000 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 CANCER RESOURCE CENTER OF THE FINGER LAKES 612 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 BLACK HANDS UNIVERSAL 706 W GREEN ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 GADABOUT TRANSPORTATION SERVICES 737 WILLOW AVE ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1662 ULYSSES PHILOMATHIC LIBRARY 74 E MAIN ST TRUMANSBURG NY 14886 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 600 HANGAR THEATRE 801 TAUGHANNOCK BOULEVARD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 LODI WHITTIER LIBRARY 8484 S MAIN ST LODI NY 14860 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 831 LODI FOOD 4 ALL PANTRY 9382 LODI CENTER ROAD LODI NY 14860 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 831 VARNA COMMUNITY ASSOCIATION 943 DRYDEN RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 450 COMMUNITY SCIENCE INSTITUTE INC 95 BROWN RD 283 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1702 CHALLENGE INDUSTRIES 950 DANBY RD 179 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5750 VETS IN NATURE INC 448 TAGGART ROAD NEWFIELD NY 14867 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 DRYDEN COMMUNITY BASEBALL PO BOX 218 DRYDEN NY 13053 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 831 DRYDEN LITTLE LEAGUE PO BOX 427 DRYDEN NY 13053 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 831 CORTLAND COMMUNITY MATTERS 90 CENTRAL AVE CORTLAND NY 13045 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1662 BROOKTONDALE COMMUNITY CENTER POBOX 135 BROOKTONDALE NY 14817 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 GOLDEN OPPORTUNITY PO BOX 370 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 DOROTHY COTTON JUBILEE SINGERS PO BOX 61 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1550 CENTER FOR TRANSFORMATIVE ACTION - UMBRELLA PO BOX 760 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 ITHACA COMMUNITY ORCHESTRA TCHC BUILDING 110 N TIOGA ST STE 302 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1100 226825 0 14 68345 18 67832 0 136177 0 136177 8 PROVIDES FUNDS TO VARIOUS VOLUNTARY COMMUNITY SERVICE AGENCIES LOCATED IN THE TOMPKINS COUNTY AREA. THE FUNDS ALLOW THE AGENCIES TO PROVIDE SERVICES TO RESIDENTS OF TOMPKINS COUNTY. 0 0 0 0 0 0 0 0 0 0 X X 1 GEORGE V & JEAN A SMITH CHARITABLE TRUST PO BOX 6437 ITHACA NY 14851 48720 X 2 JEWELL ESTATE PO BOX 6437 ITHACA NY 14851 9714 X 3 ESTATE OF DORIS S STRONG PO BOX 6437 ITHACA NY 14851 9614 X 4 THOMAS BUTLER 105 MAPLEWOOD RD ITHACA NY 14850 5000 X ACCOUNTING FEES (AUDIT & TAX) 5800 5800 0 ALPHABET INC NOTE 1.998% 8/15/26 45969 45969 APPLE INC NOTE 3.25% 2/23/26 48034 48034 BLACKROCK INC NOTE 3.5% 3/18/24 24599 24599 GENERAL ELECTRIC 3.1% DUE 1/09/2023 49985 49985 MERCK & CO INC. 2.8% DUE 5/18/23 39701 39701 MICROSOFT CORP NOTE 3.3% 2/6/27 24092 24092 ORACLE CORP 2.65% 7/15/26 13804 13804 SALESFORCE COM INC NOTE 3.7% 4/11/28 24025 24025 WELLS FARGO & CO MTN 3.55% DUE 9/29/25 24063 24063 ABBOTT LABORATORIES COM 15700 15700 ACCENTURE PLC IRELAND SHS CLASS A 16544 16544 ADOBE INC COM 25576 25576 ALPHABET INC CAP STK CL A 55497 55497 AMAZON COM INC 41160 41160 AMERICAN WTR WKS CO INC NEW 14632 14632 AMGEN INC 15496 15496 APPLE INC 72501 72501 BERKSHIRE HATHAWAY 42628 42628 BLACKROCK, INC 19133 19133 CISCO SYS INC 20676 20676 COSTCO WHOLESALE CORP 41541 41541 DANAHER CORP 34770 34770 DUKE ENERGY CORP NEW COM 15140 15140 EXXON MOBIL CORP 33752 33752 GALLAGHER ARTHUR J & CO 25453 25453 GENERAL DYNAMICS CORP 18360 18360 GUGGENHEIM FDS TR TTL RET BD 108257 108257 HOME DEPOT INC 38851 38851 HONEYWELL INTL INC 24216 24216 INTERCONTINENTAL EXCHANGE IN 13131 13131 INTUITIVE SURGICAL INC 24678 24678 INVESCO EXCHNG TRADED FD TR PFD ETF 9525 9525 ISHARES CORE S&P MCP ETF 172951 172951 ISHARES INC CORE MSCI EMKT 126697 126697 JOHNSON MUT FDS TR JIC INSTL III 48885 48885 J.P. MORGAN CHASE & CO 18774 18774 JPMORGAN CORE BOND SELECT 246623 246623 KIMBERLY CLARK CORP 11810 11810 LILLY ELI & CO 35852 35852 MASTERCARD INC 22255 22255 MCDONALDS CORP 18711 18711 MERCK & CO INC. 40941 40941 METROPOLITAN WEST 171082 171082 MICROSOFT CORP 79380 79380 PAYPAL HLDGS INC 11182 11182 PEPSICO 43178 43178 PUBLIC STORAGE 15130 15130 PUBLIC SVC ENTERPRISE GRP IN 14337 14337 STARBUCKS CORP 21229 21229 STRYKER CORP 14425 14425 TJX COS INC NEW 17990 17990 TOMPKINS FINANCIAL CORP 153143 153143 UNITED PARCEL SERVICE INC CL B 17036 17036 VANGUARD SMALL CAP ETF 31202 31202 VANGUARD TAX MANAGED INTL FD 445218 445218 VERIZON COMMUNICATIONS 18518 18518 WALMART INC 25948 25948 WASTE MGMT INC DEL 16786 16786 UNREALIZED LOSS OF INVESTMENTS 624798 OFFICE EXPENSE 10311 10311 0 INSURANCE 2946 2946 0 DUES AND SUBSCRIPTIONS 2350 2350 0 GRANT ADMINISTRATION FEES 2000 2000 0 CUSTODIAL FEES 23341 23341 0 SECRETARIAL FEES 3500 3500 0 DIRECTOR OF DEVELOPMENT SERVICES 11300 11300 0 DEVELOPMENT OFFICER 46978 46978 0 NYS FILING FEES 275 275 0 EXCISE TAX 1051 0 0