2021-11-08T13:27:42-06:00 2020-12-31 SHADE TREE ADVISORS LLC 268 BROADWAY SUITE 101B SARATOGA SPRINGS NY 12866 990PF 2020-01-01 061307349 MICHAEL AND MARGARET PICOTTE FOUNDATION % SHADE TREE ADVISORS MICH 5182909460 268 BROADWAY 101 C/O SHADE TREE SARATOGA SPRINGS NY 12866 MARGARET L PICOTTE PRESIDENT 5182909460 2021-05-15 true MARGARET L PICOTTE XXX-XX-XXXX GAVIN MCGILLIVRAY P01609828 5182909460 3 2020 2022-09-23 18:48:47Z X 5655995 X 1034139 579 579 52564 52564 429486 429486 429486 12840 12840 1529608 495469 0 1653 0 0 826 2074 2074 6603 103 160 654 650 11144 2827 0 826 187500 187500 198644 2827 0 188326 1330964 492642 115887 601443 601443 2769449 2823077 5054552 2885336 3424520 5655995 60000 30000 60000 30000 X 2875337 3394520 2875337 3394520 2875337 3424520 2875337 1330964 30000 4236301 841781 3394520 CAPITAL GAIN DIVIDENDS P 143725 429486 6848 6848 6848 5024 0 7000 12024 5176 5176 false false false false true false false true true NY true false false false true true N/A SHADE TREE ADVISORS 5182909460 268 BROADWAY SUITE 101 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 220 SANFORD AVE Palm Beach FL 33480 Vice PRESIDENT 1.0 0 0 0 MARGARET L PICOTTE 220 SANFORD AVE Palm Beach FL 33480 President 1.0 0 0 0 NICOLE L SMITH 220 SANFORD AVE Palm Beach FL 33480 Secretary 1.0 0 0 0 MICHELLE H PICOTTE 220 SANFORD AVE Palm Beach FL 33480 TREASURER 1.0 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 3597402 532130 209404 4338936 0 4338936 65084 4273852 213693 213693 6848 6848 206845 206845 206845 188326 0 0 0 0 188326 0 188326 206845 182422 2018 2017 2016 0 0 0 0 0 0 188326 182422 5904 0 0 0 0 200941 0 0 0 0 0 MICHEAL B PICOTTE NONE X Albany Med 43 New Scotland Avenue Albany NY 12208 NONE PC General Charitable Purposes 5000 Berkshire School 245 North Undermountain Road Sheffield MA 01257 NONE PC General Charitable Purposes 5000 Boston House 229 Kent Street Brookline MA 02446 NONE PC General Charitable Purposes 2500 Casa Myrna 45 Blue Hill Avenue Boston MA 02121 NONE PC General Charitable Purposes 5000 College of St Rose 432 Western Avenue Albany NY 12203 NONE General Charitable Purposes 30000 Community Foundation of the Capital Region 2 Tower Place Albany NY 12203 NONE PC General Charitable Purposes 25000 Villanova University 800 Lancaster Avenue Villanova PA 19085 NONE General Charitable Purposes 10000 Community Foundation of Palm Beach 700 S Dixie Hwy 200 West Palm Beach FL 33401 NONE PC General Charitable Purposes 25000 Manna on Main Street 606 E Main St Suite 1001 Lansdale PA 19446 NONE PC General Charitable Purposes 5000 Paul Robert Carey Foundation 20 Corporate Woods Blvd Suite 600 Albany NY 12211 NONE PC General Charitable Purposes 1000 Society of the four arts 100 Four Arts Plaza Palm Beach FL 33480 NONE PC General Charitable Purposes 10000 Kravis Center 701 Okeechobee Boulevard West Palm Beach FL 33401 NONE PC General Charitable Purposes 10000 Montgomery County SPCA 19 E Ridge Pike PO Box 22 Conshohocken PA 19428 NONE PC General Charitable Purposes 1500 Share Food Program 2901 W Hunting Park Avenue Philadelphia PA 19129 NONE PC General Charitable Purposes 5000 St Edwards Church 220 Sanford Avenue Palm Beach FL 33480 NONE General Charitable Purposes 15000 Sunday Breakfast Rescue 302 N 13th St PO Box 297 Philadelphia PA 19105 NONE PC General Charitable Purposes 5000 Trevor Project PO Box 69232 West Hollywood CA 90069 NONE PC General Charitable Purposes 2500 Greater Boston Food Bank 70 S Bay Avenue Boston MA 02118 NONE PC General Charitable Purposes 5000 Peggy Adams Animal Rescue League 3200 N Military Trl 3100 West Palm Beach FL 33409 NONE PC General Charitable Purposes 5000 Kids Against Hunger PO Box 45344 Omaha NE 68145 NONE PC General Charitable Purposes 5000 Michelle McGann Fund Inc PO Box 13107 North Palm Beach FL 33408 NONE General Charitable Purposes 5000 Dorset Theatre Festival 104 Cheney Road Dorset VT 05251 NONE PC General Charitable Purposes 5000 187500 14 579 14 52564 14 12840 18 429486 495469 495469 false false false false false false false false false false X X 1 Michael and Margaret Picotte 220 Sanford Avenue Palm Beach FL 33480 81035 X 2 Michael Picotte Revocable Trust 220 Sanford Avenue Palm Beach FL 33480 953104 X 1 620 shares Schlumberger LTD 9805 2020-11-05 2 624 shares International Business Machines Corp 71230 2020-11-05 3 1000 shares Apple 119020 2020-11-09 4 1000 shares Berkshire Hathaway Inc Cl B 221620 2020-11-09 5 1100 shares Microsoft Corp 245300 2020-11-09 6 1800 shares American Express 207000 2020-11-09 7 170 shares Johnson & Johnson 24982 2020-11-09 8 200 shares Danaher Corp 48178 2020-11-09 9 400 shares McDonald's Corp 87004 2020-11-09 ACCOUNTING FEES 1653 826 N/A FIDUCIARY TRUST 1300 2823077 5054552 LEGAL FEES APPRECIATION OVER DONOR'S BASIS FOR 839109 OTHER ADJUSTMENTS 2672 NONDEDUCTIBLE FROM K-1S 4 PORTFOLIO DEDUCTIONS FROM K-1S 650 650 OTHER INCOME FROM K-1S 41 41 From Brokerage Accounts 12799 12799 DECREASE IN GRANTS PAYABLE 30000 OTHER ADJUSTMENTS 0 INVESTMENT MANAGEMENT FEES 2074 2074 FEDERAL TAXES 6500 FOREIGN TAXES FROM K-1S 103 103