2021-05-14T11:16:54-05:00 2020-12-31 475324570 INSERO & CO CPAS LLP 401 E STATE STREET SUITE 500 ITHACA NY 14850 990PF 2020-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6072742004 PO BOX 97 ITHACA NY 14851 GREGORY HARTZ PRESIDENT 6072742004 2021-05-13 1 GREGORY HARTZ XXX-XX-XXXX PATRICK JORDAN P00854521 6072724444 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3557978 X 74370 78945 78328 208284 996767 208284 361599 286612 0 0 0 4275 4275 0 37796 37796 0 4029 275 0 6863 6863 0 52963 49209 0 241737 241737 294700 49209 241737 66899 237403 57917 76464 76464 45006 0 0 2490349 2831800 2831800 765318 649714 649714 3358590 3557978 3557978 0 0 X 3358590 3557978 3358590 3557978 3358590 3557978 3358590 66899 132489 3557978 0 3557978 PUBLICALLY TRADED SECURITIES S/T 262350 262362 -12 -12 PUBLICALLY TRADED SECURITIES L/T 728426 526121 202305 202305 CAPITAL GAINS DIVIDENDS P 5991 5991 5991 208284 3300 0 3300 0 3300 2960 0 0 0 2960 0 340 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 1.00 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 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 1.00 0 0 0 THOMAS LIVIGNE PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3234413 42083 0 3276496 0 0 3276496 49147 3227349 161367 161367 3300 3300 158067 0 158067 0 158067 241737 0 241737 0 241737 158067 0 0 55740 99673 92837 104371 63023 415644 241737 0 0 0 158067 83670 0 0 499314 0 0 0 0 0 0 55740 443574 99673 92837 104371 63023 83670 GREGORY HARTZ 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. BEVERLY J MARTIN SCHOOL PTA 302 W BUFFALO STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 3500 BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH 533 TOWER ROAD ITHACA NY 14853 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 BROOKTONDALE COMMUNITY CENTER POBOX 135 BROOKTONDALE NY 14817 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CATHOLIC CHARITIES 324 W BUFFALO ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 CAYUGA ADDICTION RECOVERY SERVICES 334 W STATE ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CAYUGA CHAMBER ORCHESTRA 110 N TIOGA ST SUITE 302 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 CAYUGA MEDICAL CENTER FOUNDATION 101 DATES DRIVE ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 25000 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 28500 CIVIL ADVOCACY PROGRAM 45 ATWATER ROAD LANSING NY 14882 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10000 CORNELL COOPERATIVE EXTENSION- FAMILY & COMMUNITY DEVELOPMENT 615 WILLOW AVE ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4000 DOWNTOWN ITHACA CHILDREN'S CENTER 506 1ST STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6000 FAMILY & CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8000 FINGER LAKES REUSE INC 214 ELMIRA RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8500 FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 10217 GOLDEN OPPORTUNITY PO BOX 370 ITHACA NY 14851 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4500 HUMAN SERVICES COALITION 177 EAST MLK JRSTATE STREET 133 ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 ITHACA COMMUNITY CHILDCARE CENTER 579 WARREN RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 14500 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 4500 ITHACA YOUTH BUREAU 1 JAMES L GIBBS DR ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 4000 LOAVES AND FISHES OF TOMPKINS COUNTY 210 N CAYUGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG ROAD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 19000 RACKER 3226 WILKINS RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 6920 SALVATION ARMY 381 ELMIRA ROAD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 5000 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1900 SPECIAL OLYMPICS NEW YORK 504 BALLTOWN ROAD SCHENECTADY NY 12304 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 ST JOHN'S COMMUNITY SERVICE 901 D STREET SW NO 800 WASHINGTON DC 20024 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 ST PAUL'S UNITED METHODIST CHURCH 402 N AURORA STR ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 1000 THE HISTORY CENTER IN TOMPKINS COUNTY INC 110 N TIOGA ST ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 2000 TOMPKINS COUNTY SPCA 1640 HANSHAW RD ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 8100 TRUMANSBURG CONSERVATORY OF FINE ARTS INC PO BOX 1053 TRUMANSBURG NY 14886 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 TRUMANSBURG AFTER SCHOOL PROGRAM INC PO BOX 662 TRUMANSBURG NY 14886 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 1000 UNITED WAY OF TOMPKINS COUNTY 313 N AURORA STREET ITHACA NY 14850 NONE PUBLIC CHARITY AWARDS, CONTRIBUTIONS & OPERATIONS 13900 JAMES ZERVOS 1401 N CAYUGA ST ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 340 JOSH ANTOINE 196 KING RD E APT B ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 340 JOSH CHASE 1401 N CAYUGA ST ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 340 MEGGIE NEW 1401 N CAYUGA ST ITHACA NY 14850 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 340 JAMIE MCCAFFEREY 110 EAST SENECA RD TRUMANSBURG NY 14886 NONE N/A AWARDS, CONTRIBUTIONS & OPERATIONS 340 241737 0 14 78945 18 208284 0 287229 0 287229 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 42000 X 2 JEWELL ESTATE PO BOX 6437 ITHACA NY 14851 19286 X 3 ESTATE OF DORIS S STRONG PO BOX 6437 ITHACA NY 14851 9734 X ACCOUNTING FEES (AUDIT & TAX) 4275 4275 0 ALPHABET INC NOTE 1.998% 8/15/26 53611 53611 APPLE INC NOTE 3.25% 2/23/26 56111 56111 BERKSHIRE HATHAWAY 3.0% DUE 5/15/2022 41526 41526 BLACKROCK INC NOTE 3.5% 3/18/24 27460 27460 CISCO SYS INC NOTE 1.85% 9/20/21 50504 50504 GENERAL ELECTRIC 3.1% DUE 1/09/2023 52561 52561 INTEL CORP 2.7% DUE 12/15/2022 41892 41892 JP MORGAN CHASE 3.25% DUE 9/23/2022 36810 36810 MERCK & CO INC. 2.8% DUE 5/18/23 42419 42419 MICROSOFT CORP NOTE 3.3% 2/6/27 28526 28526 MORGAN STANLEY 5.75% DUE 1/25/2021 25075 25075 ORACLE CORP 2.65% 7/15/26 16484 16484 PEPSICO INC 3.00% DUE 8/25/2021 40736 40736 RIO TINTO FIN USA LTD NOTE 3.75% 6/15/25 28218 28218 SALESFORCE COM INC NOTE 3.7% 4/11/28 29498 29498 UNITED PARCEL SERVICE INC NOTE 2.05% 4/1/21 50200 50200 WELLS FARGO & CO MTN 3.55% DUE 9/29/25 28083 28083 ABBOTT LABORATORIES COM 15657 15657 ACCENTURE PLC IRELAND SHS CLASS A 16195 16195 ADOBE INC COM 38009 38009 ALPHABET INC CAP STK CL A 57837 57837 AMAZON COM INC 78166 78166 AMERICAN WTR WKS CO INC NEW 14733 14733 AMGEN INC 13565 13565 APPLE INC 172762 172762 BERKSHIRE HATHAWAY 25506 25506 BLACKROCK, INC 19482 19482 CISCO SYS INC 19422 19422 COSTCO WHOLESALE CORP 35794 35794 DANAHER CORP 53758 53758 DUKE ENERGY CORP NEW COM 20052 20052 EXXON MOBIL CORP 19456 19456 GALLAGHER ARTHUR J & CO 16701 16701 GENERAL DYNAMICS CORP 16519 16519 GUGGENHEIM FDS TR TTL RET BD 76400 76400 HOME DEPOT INC 34531 34531 HONEYWELL INTL INC 24035 24035 INTERCONTINENTAL EXCHANGE IN 14757 14757 INTUITIVE SURGICAL INC 17998 17998 INVESCO EXCHNG TRADED FD TR PFD ETF 13002 13002 ISHARES CORE S&P MCP ETF 37922 37922 ISHARES INC CORE MSCI EMKT 196481 196481 JOHNSON MUT FDS TR JIC INSTL III 60201 60201 J.P. MORGAN CHASE & CO 17790 17790 JPMORGAN CORE BOND SELECT 300152 300152 KIMBERLY CLARK CORP 11730 11730 LILLY ELI & CO 17559 17559 MASTERCARD INC 22844 22844 MCDONALDS CORP 15235 15235 MERCK & CO INC. 31820 31820 METROPOLITAN WEST 137522 137522 MICROSOFT CORP 108319 108319 PAYPAL HLDGS INC 36769 36769 PEPSICO 37223 37223 PUBLIC STORAGE 12470 12470 PUBLIC SVC ENTERPRISE GRP IN 13642 13642 STARBUCKS CORP 22894 22894 STRYKER CORP 14457 14457 TJX COS INC NEW 15434 15434 TOMPKINS FINANCIAL CORP 139364 139364 TRAVELERS COMPANIES INC 13335 13335 UNITED PARCEL SERVICE INC CL B 16503 16503 VANGUARD SMALL CAP ETF 33096 33096 VANGUARD TAX MANAGED INTL FD 638090 638090 VERIZON COMMUNICATIONS 27613 27613 WALMART INC 26379 26379 WASTE MGMT INC DEL 12619 12619 OFFICE EXPENSE 401 401 0 INSURANCE 2762 2762 0 PROFESSIONAL MEMBERSHIPS 300 300 0 DUES AND SUBSCRIPTIONS 3400 3400 0 UNREALIZED APPRECIATION OF INVESTMENTS 132489 CUSTODIAL FEES 22996 22996 0 SECRETARIAL FEES 3500 3500 0 DIRECTOR OF DEVELOPMENT SERVICES 11300 11300 0 NYS FILING FEES 275 275 0 EXCISE TAX 3754 0 0