BETA

MICHAEL & MARGARET PICOTTE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MICHAEL & MARGARET PICOTTE FOUNDATION INC (EIN 06-1307349)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202441309349101424
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T10:11:38-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHADE TREE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119 Railroad Place Suite 301AddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061307349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL AND MARGARET PICOTTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHADE TREE ADVISORSInCareOfNm
Business Name ControlMICHBusinessNameControlTxt
Phone5182909460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 Railroad Pl ste 301 C/O STAAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET L PICOTTEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182909460PhoneNum
Signature2024-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARET LPersonFirstNm
Person LastPICOTTEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAVIN MCGILLIVRAYPreparerPersonNm
PTINP01609828PTIN
Phone5182909460PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,153,965FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$913,071ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,651InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,651InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$117,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,347,511NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,480,483GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,347,511CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$427OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$427OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,398,540TotalRevAndExpnssAmt
Total Net Invst Incm$1,485,469TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,746OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,873OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,873OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$871TaxesRevAndExpnssAmt
Taxes Net Invst Incm$621TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$170PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$170PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,520OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,520OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,043TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,014TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$236,543TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,155,733ExcessRevenueOverExpensesAmt
Net Investment Income$1,479,455NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$15,891CashEOYAmt
Cash EOYFMV$15,891CashEOYFMVAmt
Sav And Temp Cash Invst BOY$144,264SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,618,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,618,817SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,340,213CorporateStockBOYAmt
Corporate Stock EOY$1,418,384CorporateStockEOYAmt
Corporate Stock EOYFMV$2,262,347CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,037,245CorporateBondsBOYAmt
Corporate Bonds EOY$1,067,890CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,021,764CorporateBondsEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Investments EOY$280,792OtherInvestmentsEOYAmt
Other Investments EOYFMV$222,828OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,992OtherAssetsBOYAmt
Other Assets EOY$12,318OtherAssetsEOYAmt
Other Assets EOYFMV$12,318OtherAssetsEOYFMVAmt
Total Assets BOY$4,023,714TotalAssetsBOYAmt
Total Assets EOY$5,414,092TotalAssetsEOYAmt
Total Assets EOYFMV$6,153,965TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,023,714CapitalStockBOYAmt
Capital Stock EOY$5,414,092CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,023,714TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,414,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,023,714TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,414,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,023,714TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,155,733ExcessRevenueOverExpensesAmt
Subtotal$6,179,447SubtotalAmt
Other Decreases$765,355OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,414,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FTI 1300$2,438,505$1,133,017$1,305,533$1,305,488
CAPITAL GAIN DIVIDENDS$41,978P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,347,511CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,564InvestmentIncomeExciseTaxAmt
Subtotal$20,564SubtotalAmt
Tax Based On Investment Income$20,564TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,787EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,787TotalPaymentsAndCreditsAmt
Tax Due$15,777TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHADE TREE ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5182909460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 RAILROAD PLACE SUITE 301AddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL B PICOTTE
19 Railroad Pl ste 301 C/O STASARATOGA SPRINGSNY12866Vice PRESIDENT; <1hr/week0$0$0$0
MARGARET L PICOTTE
19 Railroad Pl ste 301 C/O STASARATOGA SPRINGSNY12866President; <1hr/week0$0$0$0
NICOLE L SMITH
19 Railroad Pl ste 301 C/O STASARATOGA SPRINGSNY12866Secretary; <1hr/week0$0$0$0
MICHELLE H PICOTTE
19 Railroad Pl ste 301 C/O STASARATOGA SPRINGSNY12866TREASURER; <1hr/week0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONSDescription1Txt
Description2EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,549,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,755,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$325,595FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,630,773TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,630,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,546,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$277,316MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$277,316MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,564TaxBasedOnInvestmentIncomeAmt
Total Tax$20,564TotalTaxAmt
Distributable Before Adj$256,752DistributableBeforeAdjAmt
Distributable Before Ded$256,752DistributableBeforeDedAmt
Distributable As Adjusted$256,752DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$236,543ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$236,543QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$256,752DistributableAsAdjustedAmt
Undistributed Income PY$223,126UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$236,543QualifyingDistributionsAmt
Applied To Year1$223,126AppliedToYear1Amt
Applied To Current Year$13,417AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$243,335UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL B PICOTTEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119 Railroad Place Suite 301AddressLine1Txt
CitySaratoga SpringsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL CHARITABLE PURPOSESGrantOrContributionPurposeTxt
Amt$233,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,651ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,880ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,347,511ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$427ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,485,469ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,485,469TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMichael Picotte Revocable TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 Sanford AvenueAddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$913,071TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Propertysee attached listNoncashPropertyDesc
Fair Market Value$913,071FairMarketValueAmt
Received2023-05-18ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDUCIARY TRUST 1300BondNm
EOY Book Value$1,067,890EOYBookValueAmt
EOYFMV$1,021,764EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDUCIARY TRUST 1300StockNm
EOY Book Value$1,418,384EOYBookValueAmt
EOYFMV$2,262,347EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSHERIDAN SQUARE OFFSHORECategoryOrItemTxt
Book Value$280,792BookValueAmt
EOYFMV$222,828EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$1,992BOYBookValueAmt
EOY Book Value$12,318EOYBookValueAmt
EOYFMV$12,318EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER COST BASIS FOR STOCK$0
DONATED TO THE FOUNDATION$765,355

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGMENT FEESDesc
Revenue And Expenses Per Books$2,520RevenueAndExpensesPerBooksAmt
Net Investment Income$2,520NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFrom Brokerage AccountsDesc
Revenue And Expenses Per Books$427RevenueAndExpensesPerBooksAmt
Net Investment Income$427NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySHADE TREE ADVISORSCategoryTxt
Amt$5,746Amt
Net Investment Income$2,873NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,873DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE TAXES$250
FOREIGN TAXES FROM INVESTMENT$621$621

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.