2025-05-15T07:25:45-05:00 2024-12-31 150544726 DAVIDSON FOX & COMPANY LLP 33 LEWIS ROAD BINGHAMTON NY 13905 990PF 2024-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6075925485 PO BOX 97 ITHACA NY 14851 PETER GROSSMAN BOARD PRESIDENT 6075925485 2025-05-14 1 1 TERA A STANTON CPA P01243815 6077225386 2025-05-14 2024 2025-03-06 01:10:19Z X 3305436 X 101979 127908 127908 40597 477021 40597 270484 168505 0 64896 64896 0 0 5975 5975 0 0 27992 27992 0 0 5799 5799 0 0 19984 19984 0 0 124646 124646 0 0 209662 209662 334308 124646 0 209662 -63824 43859 0 94416 20448 20448 2883183 3099288 3099288 208414 185700 185700 3186013 3305436 3305436 0 0 X 2851013 2970436 335000 335000 3186013 3305436 3186013 3305436 3186013 -63824 183247 3305436 0 3305436 TOMPKINS SHORT TERM COVERED P 2024-01-01 2024-12-31 69954 73806 -3852 -3852 TOMPKINS LONG TERM COVERED P 2023-01-01 2024-12-31 403238 361202 42036 42036 112 SHRS OF SANDOZ GROUP AG P 2023-01-01 2024-02-02 3829 1416 2413 2413 40597 610 0 610 0 610 924 0 0 0 924 0 314 314 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.TCLEGACY.ORG KATELYN FOWLER 6078825406 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 JEAN MCPHEETERS 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 SECRETARY/ TREASURER 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 PETER SALMON PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 RYAN LOMBARDI PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 PERRI LOPINTO PO BOX 97 ITHACA NY 14851 EXECUTIVE DIRECTOR 40.00 64896 0 0 NONE 0 NONE 0 0 3220714 75074 0 3295788 0 0 3295788 49437 3246351 162318 162318 610 610 161708 0 161708 0 161708 209662 0 209662 161708 0 0 63023 83670 59138 70189 60006 336026 209662 0 0 0 161708 47954 0 0 383980 0 0 0 0 0 0 63023 320957 83670 59138 70189 60006 47954 PETER GROSSMAN PRESIDENT PO BOX 97 ITHACA NY 14851 6075925485 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. 4-H PRIMITIVE PERSUITS OF CORNELL COOPERATIVE 615 WILLOW AVE ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 AMPLIFY EQUITY INC 168 N MAIN STREET ELMIRA NY 14901 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 BEVERLY J MARTIN SCHOOL PTA 302 W BUFFALO STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 BIG BROTHERS AND BIG SISTERS OF ITHACA AND TOMPKINS COUNTY 1 JAMES L GIBBS DRIVE ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 BOYCE THOMPSON INSTITUTE 533 TOWER ROAD ITHACA NY 14853 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4800 BROOKTONDALE COMMUNITY CENTER 524 VALLEY ROAD BROOKTONDALE NY 14817 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4455 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CIVIC ENSEMBLE INC 103 W SENECA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 COMMUNITY NURSING SCHOOL OF CAYUGA HEIGHTS 309 HIGHLAND ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3500 COMMUNITY SCHOOL OF MUSIC AND ARTS 330 E STATE STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 COMMUNITY UNITY MUSIC EDUCATION PROGRAM INTERNATIONAL 305 S PLAIN STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 DOROTHY COTTON JUBILEE SINGERS INC PO BOX 61 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 ENCORE PLAYERS COMMUNITY THEATER 9706 CONGRESS STREET EXTENSION TRUMANSBURG NY 14886 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 FAMILY READING PARTNERSHIP 40 CATHERWOOD ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 FINGER LAKES TOY LIBRARY 40 CATHERWOOD ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4500 FIRST BAPTIST CHURCH OF ENFIELD 830 ENFIELD FALL NEWFIELD NY 14867 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 FIRST CONGREGATIONAL CHURCH OF ITHACA 309 HIGHLAND ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS -500 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1280 FRIENDS OF STEWART PARK 120 BRINDLEY STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 GIAC 301 W COURT STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 GOLDEN OPPORTUNITY PO BOX 370 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6200 HANGER THEATRE CENTER FOR THE ARTS OF ITHACA 801 TAUGHANNOCK BLVD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 HISTORIC ITHACA INC 210 CENTER STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3500 HOSPICE & PALLIATIVE CARE SERVICE OF TOMPKINS COUNTY 172 E KING RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 ITHACA CHILDREN'S GARDEN 121 TURTLE LANE ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 ITHACA COMMUNITY CHILDCARE CENTER 579 WARREN ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 ITHACA COMMUNITY ORCHESTRA TCHC BUILDING 110 N TIOGA ST STE 302 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1200 ITHACA COMMUNITY RECOVERY 518 WEST SENECA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6160 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 ITHACA WELCOMES REFUGEES 315 N CAYUGA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4383 KITCHEN THEATRE COMPANY 417 W STATE ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2100 LADEEN CASE - LANSING SCHOOL DISTRICT 284 RIDGE ROAD LANSING NY 14882 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 550 LANSING COMMUNITY LIBRARY 27 AUBURN ROAD LANSING NY 14882 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6500 LANSING LUNCHBOX PO BOX 243 LANSING NY 14882 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 LIFELONG 119 W COURT ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2754 LONGVIEW 1 BELLA VISTA DR ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 LORI OWENS - NEWFIELD SCHOOL DISTRICT 247 MAIN STREET NEWFIELD NY 14867 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 550 LOVE LIVING AT HOME INC 121 E SENECA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 MICHELE CAPPELLI - LANSING SCHOOL DISTRICT 284 RIDGE ROAD LANSING NY 14882 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 550 MUTUAL AID TOMPKINS 802 W BUFFALO STREET BUFFALO NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 NAMI FINGER LAKES 430 W STATE STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4655 NEW ROOTS CHARTER SCHOOL PO BOX 936 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 OPEN DOORS ENGLISH 315 N CAYUGA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5120 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7000 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 SECOND WIND COTTAGES 1435 ELMIRA RD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1310 SHARED KITCHEN ITHACA INC PO BOX 6437 ITHACA NY 14851 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 SPCA OF THOMPKINS COUNTY 1640 HANSHAW ROAD ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 SPECIAL OLYMPICS NEW YORK 94 NEW KARNER ROAD ALBANY NY 12203 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 THE HISTORY CENTER IN TOMPKINS COUNTY 110 N TIOGA STREET ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1500 THE ITHACA VOICE 121 E SENECA ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5198 THE MENTAL HEALTH ASSOCIATION IN TOMPKINS COUNTY 171 E STATE SUITE 275 ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5125 THE SOPHIE FUND PO BOX 9640 ERIE PA 16505 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1965 WALKING ON WATER PRODUCTIONS INC 102 BEECHWOOD DRIVE GROTON NY 13073 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 WOMEN'S OPPORTUNITY CENTER 315 N TIOGA ST ITHACA NY 14850 PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 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 -2743 209662 0 14 127908 18 40597 0 168505 0 168505 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 SMITH ESTATE 118 E SENECA STREET ITHACA NY 14850 15063 X 3 MARK EGGERT JULIE TANG PO BOX 930 CHESTERFIELD MO 63006 5000 X 4 THE ALEXANDER FAMILY 209 ALGERINE ROAD LANSING NY 14882 10000 X 5 JOEL AND CATHY ZUMOFF 2006 SAVAGE FARM DRIVE ITHACA NY 14850 5356 X 5 25 SHRS OF APPLE STOCK 5356 2024-12-31 ACCOUNTING 5975 5975 0 0 ALPHABET INC 1.998% 15 AUG 2026 48135 48135 APPLE INC 3.25% 23 FEB 2026 49397 49397 MICROSOFT CORP 3.3% 06 FEB 2027 24477 24477 ORACLE CORP 2.65% 15 JUL 2026 14547 14547 SALESFORCE INC 3.7% 11 APR 2028 24342 24342 WELLS FARGO & CO 3.55% 29 SEP 2025 24802 24802 ABBOTT LABORATORIES COM 24092 24092 ACCENTURE PLC IRELAND SHS CLASS A 21811 21811 ADOBE INC COM 44913 44913 ALPHABET INC CAP STK CL A 84428 84428 AMAZON.COM INC 107501 107501 AMGEN INC 15378 15378 APPLE INC 108682 108682 ARTHUR J GALLAGHER & CO 38320 38320 BERKSHIRE HATHAWAY INC 47594 47594 BLACKROCK INC 27678 27678 BLOOMBERG T BILL 44435 44435 CISCO SYSTEMS INC 44696 44696 COSTCO WHOLESALE CORP 48562 48562 DANAHER CORP 30071 30071 DUKE ENERGY CORP 29413 29413 ELI LILLY & CO 35512 35512 EXXON MOBIL CORP 37004 37004 FPA NEW INCOME FUND 161762 161762 GENERAL DYNAMICS CORP 19498 19498 GUGGENHEIM FUNDS 159511 159511 HOME DEPOT INC/THE 61071 61071 HONEYWELL INTERNATIONAL INC 45178 45178 INTERCONTINENTAL EXCHANGE INC 30696 30696 INTUITIVE SURGICAL INC 48542 48542 ISHARES CORE S&P MID CAP 222758 222758 JPMORGAN CHASE & CO 33559 33559 JP MORGAN CORE BOND SELECT 397243 397243 KIMBERLY-CLARK CORP 26994 26994 MASTERCARD INC 44759 44759 MCDONALD'S CORP 20582 20582 MERCK & CO INC 19200 19200 MICROSOFT CORP 90201 90201 NVIDIA CORP 28201 28201 OSTERWEIS STRATEGIC INCOME FUND 82416 82416 PEPSICO INC 18399 18399 PUBLIC SERVICE ENTERPRISE GROUP INC 15377 15377 PUBLIC STORAGE 28147 28147 STRYKER CORP 21243 21243 SYNOPSYS INC 22812 22812 TE CONNECTIVITY PLC 24448 24448 TJX COS INC/THE 27303 27303 TOMPKINS FINANCIAL CORP 133896 133896 VANGUARD SMALL CAP ETF 40848 40848 VANGUARD FTSE DEVELOPED MARKETS 396284 396284 WALMART INC 66678 66678 WASTE MANAGEMENT INC 21592 21592 OFFICE EXPENSE 16016 16016 0 0 INSURANCE 3659 3659 0 0 DUES AND SUBSCRIPTIONS 309 309 0 0 UNREALIZED GAIN (LOSS) ON INVESTMENTS 183247 CUSTODIAL FEES 24492 24492 0 0 SECRETARIAL FEES 3500 3500 0 0 NYS FILING FEE 275 275 0 0 PAYROLL TAXES 5524 5524 0 0