2024-05-09T10:11:38-05:00 2023-12-31 SHADE TREE ADVISORS LLC 19 Railroad Place Suite 301 SARATOGA SPRINGS NY 12866 990PF 2023-01-01 061307349 MICHAEL AND MARGARET PICOTTE FOUNDATION % SHADE TREE ADVISORS MICH 5182909460 19 Railroad Pl ste 301 C/O STA SARATOGA SPRINGS NY 12866 MARGARET L PICOTTE PRESIDENT 5182909460 2024-05-01 true MARGARET L PICOTTE XXX-XX-XXXX true GAVIN MCGILLIVRAY P01609828 5182909460 2 2023 2023-04-26 12:10:37Z X 6153965 X 913071 19651 19651 117880 117880 1347511 2480483 1347511 427 427 2398540 1485469 0 5746 2873 2873 871 621 170 170 2520 2520 9307 6014 3043 233500 233500 242807 6014 236543 2155733 1479455 15891 15891 144264 2618817 2618817 2340213 1418384 2262347 1037245 1067890 1021764 500000 280792 222828 1992 12318 12318 4023714 5414092 6153965 0 0 X 4023714 5414092 4023714 5414092 4023714 5414092 4023714 2155733 6179447 765355 5414092 FTI 1300 2438505 1133017 1305533 1305488 CAPITAL GAIN DIVIDENDS P 41978 1347511 20564 20564 20564 4787 0 4787 15777 false false false false false false false true true NY true false false false true true N/A SHADE TREE ADVISORS 5182909460 19 RAILROAD PLACE SUITE 301 SARATOGA SPRINGS NY 12866 false false false false false false false false false false false false false false false false false false false false false MICHAEL B PICOTTE 19 Railroad Pl ste 301 C/O STA SARATOGA SPRINGS NY 12866 Vice PRESIDENT; <1hr/week 0 0 0 0 MARGARET L PICOTTE 19 Railroad Pl ste 301 C/O STA SARATOGA SPRINGS NY 12866 President; <1hr/week 0 0 0 0 NICOLE L SMITH 19 Railroad Pl ste 301 C/O STA SARATOGA SPRINGS NY 12866 Secretary; <1hr/week 0 0 0 0 MICHELLE H PICOTTE 19 Railroad Pl ste 301 C/O STA SARATOGA SPRINGS NY 12866 TREASURER; <1hr/week 0 0 0 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). N/A 3549852 1755326 325595 5630773 0 5630773 84462 5546311 277316 277316 20564 20564 256752 256752 256752 236543 0 0 0 0 236543 256752 223126 2021 2020 2019 0 0 0 0 0 236543 223126 13417 0 0 0 0 243335 0 0 0 0 0 MICHAEL B PICOTTE NONE X SEE ATTACHED LIST 19 Railroad Place Suite 301 Saratoga Springs NY 12866 NONE PC GENERAL CHARITABLE PURPOSES 233500 233500 14 19651 14 117880 18 1347511 OTHER INCOME 01 427 1485469 1485469 false false false false false false false false false false X X 1 Michael Picotte Revocable Trust 220 Sanford Avenue Palm Beach FL 33480 913071 X X 1 see attached list 913071 2023-05-18 N/A FIDUCIARY TRUST 1300 1067890 1021764 FIDUCIARY TRUST 1300 1418384 2262347 SHERIDAN SQUARE OFFSHORE 280792 222828 DIVIDEND RECEIVABLE 1992 12318 12318 APPRECIATION OVER COST BASIS FOR STOCK 0 DONATED TO THE FOUNDATION 765355 INVESTMENT MANAGMENT FEES 2520 2520 From Brokerage Accounts 427 427 SHADE TREE ADVISORS 5746 2873 2873 STATE TAXES 250 FOREIGN TAXES FROM INVESTMENT 621 621