2026-05-07T15:44:07-05:00 2025-12-31 150544726 DAVIDSON FOX & COMPANY LLP 33 LEWIS ROAD BINGHAMTON NY 13905 990PF 2025-01-01 156018481 LEGACY FOUNDATION OF TOMPKINS COUNTY LEGA 6075925485 PO BOX 97 ITHACA NY 14851 PETER GROSSMAN BOARD PRESIDENT 6075925485 2026-05-01 1 TERA A STANTON CPA P01243815 6077225386 2026-05-01 2025 2025-03-06 01:10:19Z X 3578948 X 280356 111369 111369 255068 632474 255068 646793 366437 0 64896 64896 0 0 6150 6150 0 0 30046 30046 0 0 5831 5831 0 0 23625 23625 0 0 130548 130548 0 0 214488 214488 345036 130548 0 214488 301757 235889 0 20448 82972 82972 3099288 3297156 3297156 185700 198820 198820 3305436 3578948 3578948 0 0 X 2970436 3303948 335000 275000 3305436 3578948 3305436 3578948 3305436 301757 31755 3638948 60000 3578948 SHORT TERM COVERED TOMPKINS COMMUNITY BANK P 2025-01-01 2025-12-31 38206 33662 4544 4544 LONG TERM COVERED TOMPKINS COMMUNITY BANK P 2024-12-31 2025-12-31 453321 322690 130631 130631 114 SHRS OF ALPHABET INC-CL A P 2009-04-02 2025-04-08 17028 1325 15703 15703 99 SHRS OF ALPHABET INC-CL A P 2009-04-02 2025-10-22 25235 1151 24084 24084 110 SHRS OF APPLE INC P 2009-04-02 2025-04-08 20292 5768 14524 14524 600 SHRS OF ISHARES CORE S&P P 2009-04-02 2025-10-22 39205 10342 28863 28863 17 SHRS OF JP MORGAN CHASE & CO P 2009-04-02 2025-10-22 5037 469 4568 4568 20 SHRS OF MICROSOFT CORP P 2007-12-05 2025-10-22 10453 631 9822 9822 50 SHRS OF MICROSOFT CORP P 2004-09-23 2025-11-21 23697 1368 22329 22329 255068 3279 0 3279 0 3279 314 0 0 0 314 11 2976 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.TCLEGACY.ORG SHELLY CAVENEY 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 AMY DICKINSON PO BOX 97 ITHACA NY 14851 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3212909 185928 0 3398837 0 0 3398837 50983 3347854 167393 167393 3279 3279 164114 0 164114 0 164114 214488 0 214488 164114 0 0 83670 59138 70189 60006 47954 320957 214488 0 0 0 164114 50374 0 0 371331 0 0 0 0 0 0 83670 287661 59138 70189 60006 47954 50374 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. YMCA OF ITHACA AND TOMPKINS COUNTY 50 GRAHAM RD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 7500 WOMEN'S OPPORTUNITY CENTER 315 N TIOGA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 7145 WHARTON STUDIO MUSEUM BOX 3975 ITHACA NY 14852 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2250 UNITED WAY 313 N AURORA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 850 TRUMANSBURG EDUCATION FOUNDATION PO BOX 486 TRUMANSBURG NY 14886 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 THOMPKINS LEARNINGS PARTNERS INC 124 W BUFFALO ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2500 THOMPKINS COUNTY WORKERS CENTER 103 W SENECA ST SUITE 301B ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1250 THE MASON JAMES OWENS FOUNDATION 6150 IRADELL ROAD TRUMANSBURG NY 14886 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1113 THE LEARNING WEB 320 W BUFFALO ST SUITE 2 ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 6150 SUICIDE PREVENTION & CRISIS SERVICE PO BOX 6434 ITHACA NY 14851 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 STAY WILD RESCUE 5920 SEARSBURG ROAD TRUMANSBURG NY 14486 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1113 SPECIAL OLYMPICS NEW YORK 94 NEW KARNER ROAD ALBANY NY 12203 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2500 SEEVENTH ART OF CORPORATION OF ITHACA 120 E GREEN ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3750 SCIENCENTER OF ITHACA 601 1ST ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 6900 SAOIRSE PASTURES INC 1009 PERRY CITY ROAD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 PALEONTOLOGICAL RESEARCH INSTITUTE 1259 TRUMANSBURG RD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1750 OAR OPPORTUNITIES 230 S FULTON ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 NAMI FINGER LAKES 430 W STATE STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1125 MENTAL HEALTH ASSOCIATION IN THOMPKINS COUNTY 511 W SENECA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 LONGVIEW 1 BELLA VISTA DR ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 4000 LOAVES AND FISHES OF TOMPKINS COUNTY 210 N CAYUGA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 LIFELONG 119 W COURT ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2235 LANSING LUNCHBOX PO BOX 243 LANSING NY 14882 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2000 KITCHEN THEATRE COMPANY 417 W STATE ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2500 ITHACA NEIGHBORHOOD HOUSING SERVICES INC 115 W CLINTON STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5250 ITHACA HEALTH ALLIANCE 521 W SENECA STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2350 ITHACA COMMUNITY RADIO INC 103 W SENECA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3000 ITHACA COMMUNITY ORCHESTRA TCHC BUILDING 110 N TIOGA ST STE 302 ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1276 ITHACA COMMUNITY CHILDCARE CENTER 579 WARREN ROAD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3750 ITHACA CHILDREN'S GARDEN 121 TURTLE LANE ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 4530 HOSPICE & PALLIATIVE CARE SERVICE OF TOMPKINS COUNTY 172 E KING RD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 4000 HANGER THEATRE CENTER FOR THE ARTS OF ITHACA 801 TAUGHANNOCK BLVD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2600 HABITAT FOR HUMANITY OF TOMPKINS & CORTLAND COUNTIES 95 BROWN ROAD 221 ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5625 GROUNDSWELL CENTER FOR LOCAL AND FOOD FARMING 100 RACHEL CARSON WAY ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2500 GROTON COMMUNITY HEALTH CARE 120 SYKES ST GROTON NY 13073 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 GROTON COMMUNITY CUPBOARD INC 122 SPRING ST GROTON NY 13073 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3750 GOLDEN OPPORTUNITY PO BOX 370 ITHACA NY 14851 PC AWARDS, CONTRIBUTIONS & OPERATIONS 6750 FRIENDSHIP DONATIONS NETWORK 1013 W STATE ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 FRIENDS OF STEWART PARK 120 BRINDLEY STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2500 FREE SCIENCE WORKSHOP 210 HANCOCK ST 1 ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3750 FRANZISKA RACKER CENTER 3226 WILKINS ROAD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 FOODNET MEALS ON WHEELS 2422 N TRIPHAMMER RD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1950 FIRST BAPTIST CHURCH OF ENFIELD 830 ENFIELD FALL NEWFIELD NY 14867 PC AWARDS, CONTRIBUTIONS & OPERATIONS 7500 FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 FAMILY READING PARTNERSHIP 40 CATHERWOOD ROAD ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1250 FAMILY AND CHILDREN'S SERVICE OF ITHACA 127 W SLATE ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 837 DOWNTOWN ITHACA CHILDREN'S CENTER 506 1ST STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 9000 DOROTHY COTTON JUBILEE SINGERS INC PO BOX 61 ITHACA NY 14851 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1050 DISCOVERY TRAIL 110 N TIOGA ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 CORNELL COOPERATIVE EXTENSION 615 WILLOW AVE ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 7500 COMMUNITY SCIENCE INSTITUTE 95 BROWN ROAD 283 ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 COLLEGE INITIATIVE UPSTATE 320 W STATE ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 CNY SNAP 17 SALISBURY ST CORTLAND NY 13045 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 CHILD DEVELOPMENT COUNCIL 609 WEST CLINTON ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 3750 CENTER FOR TRANSFORMATIVE ACTION INC PO BOX 760 ITHACA NY 14851 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2200 CATHOLIC CHARITIES TOMPKINS 324 W BUFFALO ST ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 1114 CATHOLIC CHARITIES FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 PC AWARDS, CONTRIBUTIONS & OPERATIONS 10000 BEVERLY J MARTIN SCHOOL PTA 302 W BUFFALO STREET ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 5000 AREA CONGREGATIONS TOGETHER INC 30 TODD ROAD SHELTON CT 06484 PC AWARDS, CONTRIBUTIONS & OPERATIONS 7500 AMPLIFY EQUITY INC 168 N MAIN STREET ELMIRA NY 14901 PC AWARDS, CONTRIBUTIONS & OPERATIONS 2663 4-H PRIMITIVE PERSUITS OF CORNELL COOPERATIVE 615 WILLOW AVE ITHACA NY 14850 PC AWARDS, CONTRIBUTIONS & OPERATIONS 6000 214488 0 14 111369 18 255068 0 366437 0 366437 8 PROVIDES FUNDS TO VARIOUS VOLUNTARY COMMUNITY SERVICE AGENCIES 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND ELAINE ALEXANDER 209 ALGERINE ROAD LANSING NY 14882 5381 X 2 JOEL AND CATHY ZUMOFF 2006 SAVAGE FARM DRIVE ITHACA NY 14850 5161 X 3 JAMES AND TERRY BYRNS 1405 SANDY LANE VERO BEACH FL 32963 51114 X 4 THEA MARTIN AND THOMAS VEWTER 107 ROSS ROAD LANSING NY 14882 25330 X 5 ROGER SIBLEY 109 WOOLF LANE ITHACA NY 14850 30000 X 1 25 SHRS OF NXP SEMICONDUCTORS 5381 2 25 SHRS OF APPLE STOCK 5161 3 100 SHRS OF MICROSOFT 51114 4 52 SHRS OF MICROSOFT 25330 ACCOUNTING 6150 6150 0 0 ALPHABET INC 1.998% 15 AUG 2026 49479 49479 APPLE INC 3.25% 23 FEB 2026 49950 49950 MFS INSTITUTIONAL TRUST-MFS 34611 34611 MICROSOFT CORP 3.3% 06 FEB 2027 24903 24903 ORACLE CORP 2.65% 15 JUL 2026 14877 14877 SALESFORCE INC 3.7% 11 APR 2028 25000 25000 ABBOTT LABORATORIES COM 28692 28692 ADOBE INC COM 38499 38499 ALPHABET INC CAP STK CL A 77311 77311 AMAZON.COM INC 80556 80556 AMGEN INC 21602 21602 APPLE INC 81830 81830 ARTHUR J GALLAGHER & CO 22257 22257 BERKSHIRE HATHAWAY INC 40212 40212 BLACKROCK INC 29969 29969 CISCO SYSTEMS INC 49530 49530 COSTCO WHOLESALE CORP 41393 41393 DANAHER CORP 32278 32278 DUKE ENERGY CORP 29419 29419 ELI LILLY & CO 44062 44062 EXXON MOBIL CORP 44646 44646 FPA NEW INCOME FUND 166132 166132 GENERAL DYNAMICS CORP 25801 25801 GENERAL DYNAMICS CORP 26933 26933 GUGGENHEIM FUNDS 166520 166520 HONEYWELL INTERNATIONAL INC 42139 42139 INTERCONTINENTAL EXCHANGE INC 35632 35632 INTUITIVE SURGICAL INC 49839 49839 ISHARES CORE S&P MID CAP 126456 126456 ISHARES MSCI ACWI EX US 31081 31081 ISHARES RUSSELL 2000 19693 19693 ISHARES RUSSELL MID-CAP 39085 39085 ISHARES RUSSELL TOP 200 38904 38904 JP MORGAN CORE BOND SELECT 414980 414980 JPMORGAN CHASE & CO 41888 41888 MASTERCARD INC 46241 46241 MCDONALD'S CORP 23840 23840 MERCK & CO INC 22841 22841 MICROSOFT CORP 97691 97691 NVIDIA CORP 64343 64343 NXP SEMICONDUCTORS NV 5427 5427 OSTERWEIS STRATEGIC INCOME FUND 83988 83988 PEPSICO INC 19519 19519 PUBLIC SERVICE ENTERPRISE GROUP INC 15659 15659 PUBLIC STORAGE 26470 26470 QUANTA SERVICES INC 16882 16882 STRYKER CORP 22845 22845 TE CONNECTIVITY PLC 40725 40725 TECHNOLOGY SELECT SECTOR SPDR FUND 87246 87246 TJX COS INC/THE 36866 36866 TOMPKINS FINANCIAL CORP 143154 143154 VANGUARD FTSE DEVELOPED MARKETS 517689 517689 VANGUARD SMALL CAP ETF 43852 43852 WALMART INC 67737 67737 WASTE MANAGEMENT INC 26802 26802 CHANGE IN RESTRICTED ASSETS 60000 OFFICE EXPENSE 18427 18427 0 0 INSURANCE 2883 2883 0 0 DUES AND SUBSCRIPTIONS 2315 2315 0 0 UNREALIZED GAIN (LOSS) ON INVESTMENTS 31755 CUSTODIAL FEES 25286 25286 0 0 SECRETARIAL FEES 4760 4760 0 0 NYS FILING FEE 275 275 0 0 PAYROLL TAXES 5556 5556 0 0