Civic Intelligence

Michael and Margaret Picotte Foundation

EIN 06-1307349 • Saratoga Springs, NY

19 Railroad Pl ste 301 C/O STASaratoga Springs, NY 12866
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$5,414,092

Up $1,390,378 (+35%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin81st percentile

Revenue

Up

$2,398,540

Up $2,161,858 (+913%) from 2022

Expenses

Down

$242,807

Down $74,239 (-23%) from 2022

Net Income

Up

$2,155,733

Up $2,236,097 (+2782%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,670,396Liabilities 2011: $02011Assets 2012: $2,697,111Liabilities 2012: $02012Assets 2013: $2,707,900Liabilities 2013: $02013Assets 2014: $2,795,295Liabilities 2014: $02014Assets 2015: $3,045,953Liabilities 2015: $02015Assets 2016: $2,766,254Liabilities 2016: $0Net Assets 2016: $2,766,2542016Assets 2017: $2,928,254Liabilities 2017: $0Net Assets 2017: $2,928,2542017Assets 2019: $2,885,336Liabilities 2019: $60,000Net Assets 2019: $2,825,3362019Assets 2020: $3,424,520Liabilities 2020: $30,000Net Assets 2020: $3,394,5202020Assets 2021: $4,104,078Liabilities 2021: $1Net Assets 2021: $4,104,0782021Assets 2022: $4,023,714Liabilities 2022: $12022Assets 2023: $5,414,092Liabilities 2023: $12023

Latest loaded filing

2023

Assets$5,414,092
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $66,707Expenses 2011: $125,272Net Income 2011: -$58,5652011Revenue 2012: $167,706Expenses 2012: $141,002Net Income 2012: $26,7042012Revenue 2013: $138,956Expenses 2013: $128,383Net Income 2013: $10,5732013Revenue 2014: $248,306Expenses 2014: $145,909Net Income 2014: $102,3972014Revenue 2015: $625,216Expenses 2015: $163,572Net Income 2015: $461,6442015Revenue 2016: -$110,638Expenses 2016: $165,890Net Income 2016: -$276,5282016Revenue 2017: $247,022Expenses 2017: $176,483Net Income 2017: $70,5392017Revenue 2019: $198,304Expenses 2019: $186,627Net Income 2019: $11,6772019Revenue 2020: $1,529,608Expenses 2020: $198,644Net Income 2020: $1,330,9642020Revenue 2021: $967,352Expenses 2021: $233,796Net Income 2021: $733,5562021Revenue 2022: $236,682Expenses 2022: $317,046Net Income 2022: -$80,3642022Revenue 2023: $2,398,540Expenses 2023: $242,807Net Income 2023: $2,155,7332023

Latest loaded filing

2023

Revenue$2,398,540
Expenses$242,807
Net Income$2,155,733
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$5.41$0.00$2.40$0.24$2.16
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$0.24$0.32$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.97$0.23$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.03$3.39$1.53$0.20$1.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.06$2.83$0.20$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.25$0.18$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.77$0.00$2.77$0.11$0.17$0.28
2015Summary only. Only limited summary data is available for this year.$3.05$0.00$0.63$0.16$0.46
2014Summary only. Only limited summary data is available for this year.$2.80$0.00$0.25$0.15$0.10
2013Summary only. Only limited summary data is available for this year.$2.71$0.00$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.17$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$2.67$0.00$0.07$0.13$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL B PICOTTEVice President; <1hr/Week-$0--
MARGARET L PICOTTEPresident; <1hr/Week-$0--
NICOLE L SMITHSecretary; <1hr/Week-$0--
MICHELLE H PICOTTETreasurer; <1hr/Week-$0--
Filing and Contact Details

Filer

Filer Name
Michael and Margaret Picotte Foundation
EIN
06-1307349
In Care Of
% SHADE TREE ADVISORS
Phone
5182909460
Address
19 Railroad Pl ste 301 C/O STA, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Margaret L Picotte
Title
President
Phone
5182909460
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Mary Carbone
Phone
5182909460
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIDUCIARY TRUST 1300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01114673
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01076719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01697977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02554433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDUCIARY TRUST 1300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0280792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SHERIDAN SQUARE OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0248985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0172469
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0261540
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024185
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0458194
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0458194
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0261540
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0252000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0252000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0172469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0172469
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0172852
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0261540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024185
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0261540
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0451401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06044
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0738
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0255022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0285342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0458194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0458194
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0261540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0261540
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0172852
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05586944
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05414092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05586944
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0309582
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0309582
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0309582
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0315856
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06274
IRS990PF/DistributableAmountGrp/TotalTaxAmt06274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt06373639
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05414092
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05586944
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015891
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09320
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01067890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01114673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01076719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01418384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01697977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02554433
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt012318
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08221
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08221
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0280792
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0280792
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0248985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02618817
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02475961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02475961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05414092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05586944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06373639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05414092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05586944
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05414092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05586944
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06413315
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02644849
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03525876
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt096200
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0242590
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0315856
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06317115
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06413315
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL B PICOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET L PICOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NICOLE L SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELLE H PICOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice PRESIDENT; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 Railroad Pl ste 301 C/O STA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Railroad Pl ste 301 C/O STA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219 Railroad Pl ste 301 C/O STA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt319 Railroad Pl ste 301 C/O STA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd212866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd312866
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0255022
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0255022
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 RAILROAD PLACE SUITE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHADE TREE ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum05182909460
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL B PICOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019 Railroad Place Suite 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saratoga Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0252000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011687
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0243335
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0309582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0255022
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0297895
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0243335
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012318
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08221
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08221
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03033
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From Brokerage Accounts
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06044
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SHADE TREE ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03022
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03022
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1738
TaxesSchedule/TaxesDetail/Amt223277
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES FROM INVESTMENT
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0738
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET L PICOTTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL AND MARGARET PICOTTE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0061307349
ReturnHeader/Filer/InCareOfNm0% SHADE TREE ADVISORS
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Railroad Pl ste 301 C/O STA
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY CARBONE
ReturnHeader/ReturnTs02025-05-02T06:55:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $5M-$10M nonprofits