2025-11-11T16:16:01-06:00 2024-12-31 161131146 Bonadio & Co LLP 171 Sullys Trail Pittsford NY 14534 990PF 2024-01-01 223109260 John D Picotte Family Foundation (Formerly Equinox Foundation) JOHN 4254558138 225 108th Ave NE 400 Bellevue WA 98004 MARGARET P MACCLARENCE PRESIDENT 5184654747 2025-11-11 1 1 Regina Roberts P01258854 5853811000 2025-11-11 2024 2025-03-06 01:10:19Z X 16276288 X X 11 11 512596 512596 1242154 18857074 1242154 -823 0 1753938 1754761 0 0 0 3125 0 3125 8228 8228 0 11176 11176 0 45738 15479 30259 68267 34883 33384 691700 691700 759967 34883 725084 993971 1719878 21691 21673 21673 452080 100034 100034 13716205 15069174 15844564 279955 300407 310017 14469931 15491288 16276288 317278 317278 317278 317278 X 14829932 14829932 0 0 -677279 344078 14152653 15174010 14469931 15491288 14152653 993971 27386 15174010 0 15174010 Charles Schwab Mutual Funds & ETFs 18857074 17614920 1242154 1242154 1242154 23906 0 23906 0 23906 2983 0 0 0 2983 X 1092 22015 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A Pathstone Family Office 4254558138 225 108th Ave NE Ste 400 Bellevue WA 98004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN D PICOTTE 624 BRIDGEWAY LANE NAPLES FL 34108 DIRECTOR 1.00 0 0 0 MARGARET J HINES PICOTTE 624 BRIDGEWAY LANE NAPLES FL 34108 TREASURER 1.00 0 0 0 JOHN D PICOTTE JR 20 CORPORATE WOODS BLVD ALBANY NY 12211 VICE-PRESIDENT 1.00 0 0 0 BROOKE A PICOTTE 20 CORPORATE WOODS BLVD ALBANY NY 12211 Secretary 1.00 0 0 0 MARGARET P MACCLARENCE 20 CORPORATE WOODS BLVD ALBANY NY 12211 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 16088640 548556 27474 16664670 0 0 16664670 249970 16414700 820735 820735 23906 23906 796829 0 796829 0 796829 725084 0 725084 796829 717450 0 0 725084 717450 0 0 7634 0 0 0 0 0 0 0 0 789195 0 0 0 X Christian Brothers Academy 12 Airline Drive Albany NY 12205 NONE Other Public Charity Pledge Payment: John D. Picotte Family Scholarship Fund and Field & Facilities 100000 Community Foundation for the Greater Capital Region 2 Tower PlA Albany NY 12203 None Other Public Charity Charitable Purposes 100000 Schwab Charitable Donor Advised Fund PO Box 628298 Orlando FL 32862 NONE Other Public Charity Donation to Schwab John D. Picotte Foundation DAF : Community Foundation Gifting 441700 Vermont Community Foundation 3 Court Street Middlebury VT 05753 NOne Other Public Charity Charitable Purposes 50000 691700 0 14 11 14 512596 18 1242154 Ordinary Income (Loss) KMP Properties LLC 01 -823 0 1753938 0 1753938 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3125 0 3125 BROOKFIELD GLOBAL LISTED INFRASTRUCTURE 367542 382758 COHEN & STEERS INSTL REALTY SHARES 364292 384331 DODGE & COX INCOME I 3751092 3687989 ISHARES CORE S&P 500 2315599 2783868 iSHARES CORE S&P SMALL 1773142 1914611 ISHARES MSCI EAFE VALUE 520041 527953 LORD ABBETT BOND-DEBENTURE I 787260 794598 PIMCO INCOME INSTL 801205 796579 VANGUARD FTSE DEVELOPED 1218083 1225053 VANGUARD FTSE EMERGING 698312 759822 VANGUARD S&P 500 VALUE 1103500 1204481 VANGUARD UL TRA-SHORT-TERM BOND ADMIRAL 629636 630044 VGRD FTSE ALL WRLD EX US 739470 752477 KMP PROPERTIES LLC 16948 27474 27474 GUARDIAN LIFE POLICY 61393 63600 63210 MASS MUTUAL POLICY 50123 54078 64078 KNIGHTS OF COLUMBUS POLICY 29570 29570 29570 MASS MUTUAL POLICY 92351 96115 96115 KNIGHTS OF COLUMBUS POLICY 29570 29570 29570 NYS CHAR 500 Filing Fees 750 0 750 MJP Holding Fee 30958 15479 15479 Office expense 30 0 30 Community Foundation Service Fee 14000 0 14000 Ordinary Income (Loss) KMP Properties LLC -823 -823 Unrealized Gain on Investments 27386 Investment Fees 8228 8228 0 Foreign Taxes 11176 11176 0