HOEHL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOEHL FAMILY FOUNDATION (EIN 03-0354374)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349100733
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T09:15:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Danaher Attig & Plante PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Rye Cr POB 2166 | AddressLine1Txt |
| City | S Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054072166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030354374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hoehl Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT F HOEHL | InCareOfNm |
| Business Name Control | HOEH | BusinessNameControlTxt |
| Phone | 8022380990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 816 | AddressLine1Txt |
| City | Shelburne | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HOEHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8022380990 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY H ATTIG CPA | PreparerPersonNm |
| PTIN | P00641183 | PTIN |
| Phone | 8023830399 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,847,436 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,460 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,384,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,384,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,827,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $444,130 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,705,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,413,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $61,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $489,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $369,510 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,161 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $623,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,213,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,213,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,837,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,395,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,132,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,012,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $894,798 | CashBOYAmt |
| Cash EOY | $1,459,041 | CashEOYAmt |
| Cash EOYFMV | $1,459,041 | CashEOYFMVAmt |
| Corporate Stock BOY | $56,920,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,507,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,085,030 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,635,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,347,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,303,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $60,450,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,314,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,847,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $60,450,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,314,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,450,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,314,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,450,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,314,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,450,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,132,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $58,318,888 | SubtotalAmt |
| Other Decreases | $4,709 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,314,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY [6992] | 2023-01-01 | 2023-12-31 | $20,577,099 | $20,853,405 | -$273,397 | -$276,306 |
| MORGAN STANLEY [6992] | 2015-01-01 | 2023-12-31 | $15,362,753 | $15,428,850 | -$53,512 | -$66,097 |
| MORGAN STANLEY [6992] | 2015-01-01 | 2023-12-31 | $877,793 | $530,380 | $347,413 | $347,413 |
| NET LT GAIN FROM PASS-THROUGH | 2015-01-01 | 2023-12-31 | $0 | $155,672 | -$155,672 | -$155,672 |
| LONG TERM CAPITAL GAIN DISTRIBUTION | 2015-01-01 | 2023-12-31 | $3,546 | $0 | $3,546 | $3,546 |
| LITIGATION PROCEEDS | 2015-01-01 | 2023-12-31 | $1,128 | $0 | $1,128 | $1,128 |
| GAIN ON LIQUIDATION - TRILANTIC AIV | 2015-01-01 | 2023-12-31 | $316 | $0 | $316 | $316 |
| LOSS ON LIQUIDATION - TRILANTIC AIV B | 2015-01-01 | 2023-12-31 | $0 | $106 | -$106 | -$106 |
| GAIN ON LIQUIDATION - TRILANTIC | 2015-01-01 | 2023-12-31 | $4,499 | $0 | $4,499 | $4,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$125,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,073 | SubtotalAmt |
| Tax Based On Investment Income | $14,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,449 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $124,449 | TotalPaymentsAndCreditsAmt |
| Overpayment | $110,376 | OverpaymentAmt |
| Applied To ES Tax | $110,376 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hoehlfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT F HOEHL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022380990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 816 | AddressLine1Txt |
| City | Shelburne | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRYSTIN B DOWNES | ||||||||
| 1282 Rialto Court | Dunedin | FL | 34698 | VP/TREASURER/TRUSTEE - AS REQ | 0 | $0 | $0 | $0 |
| ROBERT F HOEHL | ||||||||
| 1560 GULF BOULEVARD PH4 | CLEARWATER | FL | 33767 | PRESIDENT/TRUSTEE-AS REQUIRED | 0 | $0 | $0 | $0 |
| JOHN M HOEHL | ||||||||
| 140 Jefferson Avenue apt 14021 | Miami Beach | FL | 33139 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 |
| PETER T HOEHL | ||||||||
| 1690 Shelburne Road Apt 407 | South Burlington | VT | 05403 | TRUSTEE - as required | 0 | $0 | $0 | $0 |
| KATHARINE H KOSTIN | ||||||||
| 26 MADOKAWANDO ROAD | FALMOUTH | ME | 04105 | SECRETARY/TRUSTEE - as req | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DANAHER ATTIG & PLANTE PLC | |||||
| PO BOX 2166 | SOUTH BURLINGTON | VT | 05407 | ACCOUNTING/TAX SVCS | $61,570 |
| MORGAN STANLEY | |||||
| 105 WEST VIEW ROAD 5TH FLOOR | COLCHESTER | VT | 05446 | INVESTMENT MANGAGER | $332,198 |
| LAURA LATKA LLC | |||||
| 126 STEEPLEBUSH ROAD | SHELBURNE | VT | 05482 | CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,706,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,176,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,882,948 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,882,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,033,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,849,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,392,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,392,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,073 | TotalTaxAmt |
| Distributable Before Adj | $3,378,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $54,188 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,432,600 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,432,600 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,395,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,395,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,432,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $770,026 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,395,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $770,026 | AppliedToYear1Amt |
| Applied To Current Year | $2,625,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $807,101 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA LATKA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 816 | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8024480629 | RecipientPhoneNum |
| Recipient Email Address | laura@hoehlfamilyfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM IS REQUIRED. A WRITTEN GRANT PROPOSAL SHOULD BE SUBMITTED BY MAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED CHARITABLE, RELIGIOUS, EDUCATIONAL AND/OR SCIENTIFIC ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| City | SEE ATTACHED STATEMENT | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NO RELATIONSHIP | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $3,213,955 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,213,955 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,384,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORDINARY INCOME FROM PASS-THROUGH ENTITIES | 901101 | -$5,762 | 01 | -$424 |
| OTHER INCOME | 901101 | 01 | $67,489 | |
| ROYALTIES | 901101 | 01 | $501 | |
| SECTION 1231 GAIN/LOSS | 901101 | 01 | $95,083 | |
| STATE REFUND | 901101 | 01 | $410 | |
| NET RENTAL ACTIVITY FROM PASS-THROUGH | 901101 | $66,339 | 01 | -$79,956 |
| FEDERAL REFUND | 901101 | 01 | $300,450 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $60,577 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,642,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,702,958 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61,570 | Amt |
| Disbursements Charitable Prps | $61,570 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| DANAHER ATTIG PLANTE PLC |
| TAX AND ACCOUNTING FEES |
| MORGAN STANLEY |
| INVESTMENT MANAGEMENT FEES |
| LAURA LATKA LLC |
| PHILANTHROPIC ADVISOR CONSULTANT |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | VERMONT DOES NOT REQUIRE A COPY OF FORM 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY-RUMBLEON INC | $0 | $1,791 |
| MORGAN STANLEY-6992 SEE ATTACH | $54,507,484 | $66,083,239 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROCKEFELLER ALT STRATEGIES FD | $13,030 | $16,911 |
| SATURN PARTNERS LP III | $1,609,599 | $2,377,679 |
| COMPUTER SHARE - PRIMARY BANK | $100,000 | $225,000 |
| BPG PROPERTIES IX | $233 | $100 |
| EQUUS INV PART X | $226,106 | $195,194 |
| EQUUS INV PART XI | $398,686 | $488,481 |
| TRILANTIC ENERGY AIV LP | $0 | $0 |
| TRILANTIC ENERGY TRANSFER | $0 | $0 |
| TRILANTIC ENERGY AIV B LP | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO RECONCILE SCHEDULE K-1 COST BASIS | Desc |
| Amt | $4,709 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DEDUCTIBLE EXPENSES FROM | ||
| PASS-THROUGH ENTITIES | $5 | |
| OTHER EXPENSE | $5,262 | |
| INSURANCE EXPENSE | $2,393 | |
| OTHER DEDUCTIONS | $78 | |
| INVESTMENT INTEREST EXPENSE | $233 | $233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Income (loss) from pass-through entities | -$6,186 | -$424 |
| Sec 1231 G/L from pass-through entities | $95,083 | $95,083 |
| ROYALTIES | $501 | $501 |
| Net Rental Activity from Pass-Through | -$13,617 | -$79,956 |
| state refund | $410 | |
| Other Income/Loss | $67,489 | $13,301 |
| federal refund | $300,450 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES AND EXPENSES | $356,009 | $356,009 | |
| PHILANTHROPIC ADVISORY FEE | $120,000 | $120,000 | |
| INVESTMENT MANAGER FEES | $13,501 | $13,501 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $31,161 | $31,161 |
| STATE TAXES | $3,263 | |
| FEDERAL TAX PAID | $30,000 |