2022-06-27T06:33:33-05:00 2021-12-31 475324570 INSERO & CO CPAS LLP 20 THORNWOOD DRIVE ITHACA NY 14850 990PF 2021-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6072742004 PO BOX 97 ITHACA NY 14851 MARY OPPERMAN PRESIDENT 6072742004 2022-06-14 1 MARY OPPERMAN XXX-XX-XXXX PATRICK JORDAN P00854521 6072724444 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3731343 X 76613 75876 75876 166115 549311 166115 318604 241991 0 0 0 5800 5800 0 80344 80344 0 3935 275 0 21531 21531 0 111610 107950 0 237560 237560 349170 107950 237560 -30566 134041 76464 160599 160599 2831800 3132979 3132979 649714 437765 437765 3557978 3731343 3731343 0 0 X 3557978 3731343 3557978 3731343 3557978 3731343 3557978 -30566 203931 3731343 0 3731343 PUBLICALLY TRADED SECURITIES S/T 5367 4293 1074 1074 PUBLICALLY TRADED SECURITIES L/T 334069 297970 36099 36099 PUBLICALLY TRADED SECURITIES L/T 204074 80933 123141 123141 CAPITAL GAINS DIVIDENDS P 5801 5801 5801 166115 1863 0 1863 0 1863 3320 0 0 0 3320 0 1457 1457 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 GREGORY J HARTZ PO BOX 97 ITHACA NY 14851 PRESIDENT (PART YEAR) 1.00 0 0 0 MARY OPPERMAN PO BOX 97 ITHACA NY 14851 VICE PRESIDENT/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 DIRECTOR/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 3565023 95578 0 3660601 0 0 3660601 54909 3605692 180285 180285 1863 1863 178422 0 178422 0 178422 237560 0 237560 178422 0 0 99673 92837 104371 63023 83670 443574 237560 0 0 0 178422 59138 0 0 502712 0 0 0 0 0 0 99673 403039 92837 104371 63023 83670 59138 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. BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH 533 TOWER ROAD ITHACA NY 14853 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6760 BROOKTONDALE COMMUNITY CENTER POBOX 135 BROOKTONDALE NY 14817 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5950 CATHOLIC CHARITIES 324 W BUFFALO ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 9000 CENTER FOR TRANSFORMATIVE ACTION - UMBRELLA PO BOX 760 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CHALLENGE WORKFORCE SOLUTIONS 950 DANBY RD 179 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 COLLEGE MENTORS FOR KIDS 6081 E 82ND ST SUITE 420 INDIANAPOLIS IN 46250 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 COOPERATIVE EXTENSION ASSOCIATION OF TOMPKINS COUNTY 614 WILLOW AVE ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 CORNELL COOPERATIVE EXTENSION- FAMILY & COMMUNITY DEVELOPMENT 615 WILLOW AVE ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6375 DOROTHY COTTON JUBILEE SINGERS PO BOX 61 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 560 DOWNTOWN ITHACA CHILDREN'S CENTER 506 1ST STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 FAMILY & CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 7500 FAMILY READING PARTNERSHIP 54 GUNDERMAN RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2500 FINGER LAKES TOY LIBRARY 40 CATHERWOOD RD UNIT D07 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 17524 FREE SCIENCE WORKSHOP 210 HANCOCK ST 1 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2408 GIRL SCOUTS OF NYPENN PATHWAYS INC 226 COLONIAL DR HORSEHEADS NY 14845 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 GROTON AGRICULTURAL ADVISORY BOARD 384 CHAMPLIN RD GROTON NY 13073 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 GROTON PARKS AND RECREATION 143 E CORTLAND ST GROTON NY 13073 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 5000 ITHACA COMMUNITY CHILDCARE CENTER 579 WARREN RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 ITHACA HEALTH ALLIANCE 521 W SENECA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 19000 JM MURRAY CENTER INC 823 NEW YORK STATE ROUTE 13 CORTLAND NY 13045 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 LOAVES AND FISHES OF TOMPKINS COUNTY 210 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1140 LOVE LIVING AT HOME INC 121 E SENECA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1908 MENTAL HEALTH ASSOC IN TOMPKINS COUNTY 171 E STATE ST SUITE 275 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8500 NAMI FINGER LAKES 108 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG ROAD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 16500 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 12000 SPECIAL OLYMPICS NEW YORK 504 BALLTOWN ROAD SCHENECTADY NY 12304 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 STATE THEATRE OF ITHACA INC 107 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 THE LEARNING WEB 515 W SENECA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2720 TOMPKINS COUNTY SPCA 1640 HANSHAW RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1140 TOMPKINS LEARNING PARTNERS INC 124 W BUFFALO ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3500 TOMPKINS COUNTY SENIOR CITIZENS INC 119 W COURT ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2200 UNITY HOUSE OF CAYUGA COUNTY INC 217 GENESEE ST SUITE 14 AUBURN NY 13021 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3200 UNITED WAY OF TOMPKINS COUNTY 313 N AURORA STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8450 WILDLIFE WISHING WELL 152 BUNDY RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 WOMEN'S OPPORTUNITY CENTER 315 N TIOGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3000 WONDERFUL WHEELCHAIRS 1229 TRUMANSBURG RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2280 YMCA OF ITHACA AND TOMPKINS COUNTY 50 GRAHAM RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8825 237560 0 14 75876 18 166115 0 241991 0 241991 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 48000 X 2 JEWELL ESTATE PO BOX 6437 ITHACA NY 14851 10286 X 3 ESTATE OF DORIS S STRONG PO BOX 6437 ITHACA NY 14851 6227 X 4 JOAN SZARSZEWSKI 5 PHEASANT LN ITHACA NY 14850 6000 X ACCOUNTING FEES (AUDIT & TAX) 5800 5800 0 ALPHABET INC NOTE 1.998% 8/15/26 51552 51552 APPLE INC NOTE 3.25% 2/23/26 53473 53473 BERKSHIRE HATHAWAY 3.0% DUE 5/15/2022 40376 40376 BLACKROCK INC NOTE 3.5% 3/18/24 26424 26424 GENERAL ELECTRIC 3.1% DUE 1/09/2023 51132 51132 INTEL CORP 2.7% DUE 12/15/2022 40828 40828 JP MORGAN CHASE 3.25% DUE 9/23/2022 35702 35702 MERCK & CO INC. 2.8% DUE 5/18/23 41180 41180 MICROSOFT CORP NOTE 3.3% 2/6/27 27260 27260 ORACLE CORP 2.65% 7/15/26 15424 15424 SALESFORCE COM INC NOTE 3.7% 4/11/28 27762 27762 WELLS FARGO & CO MTN 3.55% DUE 9/29/25 26652 26652 ABBOTT LABORATORIES COM 20126 20126 ACCENTURE PLC IRELAND SHS CLASS A 25702 25702 ADOBE INC COM 43097 43097 ALPHABET INC CAP STK CL A 92705 92705 AMAZON COM INC 83359 83359 AMERICAN WTR WKS CO INC NEW 18131 18131 AMGEN INC 13273 13273 APPLE INC 172065 172065 BERKSHIRE HATHAWAY 41262 41262 BLACKROCK, INC 24720 24720 CISCO SYS INC 27503 27503 COSTCO WHOLESALE CORP 53931 53931 DANAHER CORP 45403 45403 DUKE ENERGY CORP NEW COM 15420 15420 EXXON MOBIL CORP 19336 19336 GALLAGHER ARTHUR J & CO 22905 22905 GENERAL DYNAMICS CORP 15427 15427 GUGGENHEIM FDS TR TTL RET BD 114959 114959 HOME DEPOT INC 53951 53951 HONEYWELL INTL INC 23562 23562 INTERCONTINENTAL EXCHANGE IN 17507 17507 INTUITIVE SURGICAL INC 33415 33415 INVESCO EXCHNG TRADED FD TR PFD ETF 12780 12780 ISHARES CORE S&P MCP ETF 202402 202402 ISHARES INC CORE MSCI EMKT 162400 162400 JOHNSON MUT FDS TR JIC INSTL III 57959 57959 J.P. MORGAN CHASE & CO 22169 22169 JPMORGAN CORE BOND SELECT 288664 288664 KIMBERLY CLARK CORP 12434 12434 LILLY ELI & CO 28727 28727 MASTERCARD INC 22996 22996 MCDONALDS CORP 19033 19033 MERCK & CO INC. 29813 29813 METROPOLITAN WEST 179662 179662 MICROSOFT CORP 114349 114349 PAYPAL HLDGS INC 29607 29607 PEPSICO 43601 43601 PUBLIC STORAGE 20226 20226 PUBLIC SVC ENTERPRISE GRP IN 15615 15615 STARBUCKS CORP 25032 25032 STRYKER CORP 15778 15778 TJX COS INC NEW 17158 17158 TOMPKINS FINANCIAL CORP 164987 164987 UNITED PARCEL SERVICE INC CL B 21005 21005 VANGUARD SMALL CAP ETF 38422 38422 VANGUARD TAX MANAGED INTL FD 541644 541644 VERIZON COMMUNICATIONS 24421 24421 WALMART INC 26478 26478 WASTE MGMT INC DEL 17858 17858 OFFICE EXPENSE 15312 15312 0 INSURANCE 2769 2769 0 DUES AND SUBSCRIPTIONS 3450 3450 0 UNREALIZED APPRECIATION OF INVESTMENTS 203931 CUSTODIAL FEES 25544 25544 0 SECRETARIAL FEES 3500 3500 0 DIRECTOR OF DEVELOPMENT SERVICES 11300 11300 0 DEVELOPMENT OFFICER 40000 40000 0 NYS FILING FEES 275 275 0 EXCISE TAX 3660 0 0