2021-11-13T09:49:19-06:00 2020-12-31 Danaher Attig & Plante PLC 41 Rye Cr PO Box 2166 S Burlington VT 054072166 990PF 2020-01-01 030354374 Hoehl Family Foundation % ROBERT F HOEHL HOEH 8022380990 1560 Gulf Blvd PH4 Clearwater FL 33767 ROBERT HOEHL PRESIDENT 8022380990 2021-11-15 true ROBERT HOEHL XXX-XX-XXXX CATHY H ATTIG CPA P00641183 8023830399 2 2020 2022-09-23 18:48:47Z X 77368958 X 11393 X 1348149 1348149 -79771 58130894 0 -84009 27439 1195762 1375588 0 530228 0 0 0 66379 0 0 66379 415458 295458 120000 237013 26862 28620 36 1277698 322320 0 186415 3404297 3404297 4681995 322320 0 3590712 -3486233 1053268 4326276 1867593 1867593 53027367 56956395 69255088 7801024 2820159 6246277 65154667 61644147 77368958 229280 305693 229280 305693 X 64925387 61338454 64925387 61338454 65154667 61644147 64925387 -3486233 61439154 100700 61338454 BNY MELLON - 000 P 2020-01-01 2020-12-31 2032 2020 12 12 BNY MELLON - 000 P 2015-01-01 2020-12-31 67045 66817 228 228 JP MORGAN - 008 P 2020-01-01 2020-12-31 188288 165957 22331 22331 JP MORGAN - 008 P 2015-01-01 2020-12-31 191334 208032 -16698 -16698 MORGAN STANLEY - 6054 P 2020-01-01 2020-12-31 276727 338084 -61357 -61357 MORGAN STANLEY - 6054 P 2020-01-01 2020-12-31 278269 292744 -14475 -14475 MORGAN STANLEY - 6054 P 2015-01-01 2015-12-31 1128317 1379428 -251112 -251111 MORGAN STANLEY - 6054 P 2015-01-01 2020-12-31 1643555 1745754 -102234 -102199 MORGAN STANLEY - 6054 P 2015-01-01 2020-12-31 92 92 92 MORGAN STANLEY - 6054 P 2015-01-01 2020-12-31 829 985 -156 -156 MORGAN STANLEY - 6054 I CAPITAL LIQ P 2015-01-01 2020-12-31 55683 55683 55683 MORGAN STANLEY - 6992 P 2020-01-01 2020-12-31 10842265 11143041 -295395 -300776 MORGAN STANLEY - 6992 P 2020-01-01 2020-12-31 7227852 8121825 -894038 -893973 MORGAN STANLEY - 6992 P 2015-01-01 2020-12-31 6850767 7576960 -722322 -726193 MORGAN STANLEY - 6992 P 2015-01-01 2020-12-31 25070634 23033829 469862 2036805 MORGAN STANLEY - 6992 P 2015-01-01 2020-12-31 906695 -92048 906695 MORGAN STANLEY - 6992 P 2015-01-01 2020-12-31 67478 77965 -10487 -10487 NET ST GAIN FROM PASS-THROUGH P 2020-01-01 2020-12-31 96972 96972 96972 NET LT GAIN FROM PASS-THROUGH P 2015-01-01 2020-12-31 3220850 3220850 3220850 LOSS ON LIQUIDATION- 5500 FUND P 2015-01-01 2020-12-31 1500685 -1500685 -1500685 LONG-TERM CAPITAL GAIN DIST P 2015-01-01 2020-12-31 15210 15210 15210 GAIN/LOSS ON FOREIGN EXCHANGE 2015-01-01 2020-12-31 4 -4 -4 -79771 14640 14640 14640 171496 0 171496 X 156856 156856 false false false false false true true false true true CA VT false false false false false true www.hoehlfamilyfoundation.org ROBERT F HOEHL 8022380990 1560 GULF BLVD PH4 CLEARWATER FL 33767 false false false false true false false false true false false false false false false false false false false false false false KRYSTIN B DOWNES 1259 NORTH ROAD TULLY NY 13159 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 1535 SPEAR STREET SOUTH BURLINGTON VT 05403 TRUSTEE - AS REQUIRED 0 0 0 0 PETER T HOEHL 799 RIDGEFIELD ROAD SHELBURNE VT 05482 TRUSTEE - as required 0 0 0 0 KATHARINE H KOSTIN 92 HICKORY LANE YARMOUTH ME 04096 SECRETARY/TRUSTEE - as req 0 0 0 0 GRAVEL & SHEA PO BOX 369 BURLINGTON VT 05402 LEGAL SERVICES 454484 MITCHELL SILBERBERG & KNUPP LLP 2019 CENTURY PARK EAST 18TH FL LOS ANGELES CA 90067 LEGAL SERVICES 75096 DANAHER ATTIG & PLANTE PLC PO BOX 2166 SOUTH BURLINGTON VT 05407 ACCOUNTING/TAX SVCS 66379 MORGAN STANLEY 105 WEST VIEW ROAD 5TH FLOOR COLCHESTGER VT 05446 INVESTMENT MGMT 245071 LAURA LATKA LLC PO BOX 4589 BURLINGTON VT 05406 CONSULTING 120000 74807230 3096935 0 77904165 0 77904165 1168562 76735603 3836780 3836780 14640 14640 3822140 3822140 3822140 3590712 0 0 0 0 3590712 0 3590712 3822140 53397 2018 2017 2016 0 3590712 53397 3537315 0 0 0 0 284825 0 0 LAURA LATKA PO BOX 4589 BURLINGTON VT 05406 8024480629 NO SPECIFIC FORM IS REQUIRED. A WRITTEN GRANT PROPOSAL SHOULD BE SUBMITTED BY MAIL. APPLICATIONS ARE ACCEPTED AT ANY TIME. QUALIFIED CHARITABLE, RELIGIOUS, EDUCATIONAL AND/OR SCIENTIFIC ORGANIZATIONS. SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT FL 33767 NO RELATIONSHIP PC GENERAL SUPPORT 3404297 3404297 14 1348149 18 -79771 ORDINARY LOSS FROM PASS-THROUGH ENTITIES 900099 -62829 01 -79781 NET SEC 1231 G/L FROM PASS-THROUGH ENTITIES 900099 01 24608 OTHER INCOME 900099 01 9450 ROYALTIES 900099 01 593 NET RENTAL ACTIVITY FROM PASS-THROUGH 900099 7422 01 7199 OTHER INCOME - JP MORGAN/MS 900099 01 85 GUARANTEED PAYMENTS 900099 01 16270 BUSINESS INTEREST 900099 -7026 -62433 1246802 1184369 false false false false false false false false false false ACCOUNTING FEES 66379 66379 GRAVEL SHEA LEGAL FEES MITCHELL SILBERBERG KNUPP LLP LEGAL FEES DANAHER ATTIG PLANTE PLC TAX AND ACCOUNTING FEES MORGAN STANLEY INVESTMENT MANAGEMENT FEES LAURA LATKA LLC PHILANTHROPIC ADVISOR CONSULTANT NO FILING REQUIRED ELECTION TO APPLY SEC. 172(B)(3) 990-T FOR THE TAX YEAR ENDING 12/31/2020 - TAXPAYER ELECTS TO APPLY SEC. 172(B)(3) UNDER REV. PROC. 2020-24 TO WAIVE THE NOL CARRYBACK FOR NOLS ARRISING IN THE TAX YEAR BEGINNING 1/1/2020. BNY - COMBINED SEE ATTACHED 0 0 JP MORGAN - 08 SEE ATTACHED 0 0 BNY - COMBINED SEE ATTACHED 0 0 MORGAN STANLEY-SEE ATTACHED 411713 468198 MORGAN STANLEY-6992 SEE ATTACH 56544682 68786890 ROCKEFELLER ALT STRATEGIES FD 10017 13864 ROCKEFELLER 5500 FUND 0 0 SATURN PARTNERS LP III 1607850 4123776 EIDEARD VC 1 3212 3212 BPG PROPERTIES IX 120972 99728 XPRESS NATURAL GAS LLC 0 500000 EIDEARD VC II 98647 165000 EQUUS INV PART X 488804 585926 NOTE RECEIVABLE 0 0 EQUUS INV PART XI 471090 547086 TRILANTIC ENERGY AIV LP 7613 207685 TRILANTIC ENERGY TRANSFER 11954 LEGAL FEES 530228 K-1 TAX COST BASIS RECONCILIATION 100700 NON DEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITIES 2371 CHARITABLE CONTRIBUTIONS FROM PASS-THROUGH ENTITIES 36 36 OTHER EXPENSE 23459 INSURANCE EXPENSE 2217 PENALTIES 537 Income (loss) from pass-through entities -135188 1264 Sec 1231 G/L from pass-through entities 24608 other income/loss 9450 9450 ROYALTIES 593 593 Net Rental Activity from Pass-Through 7199 -223 Other Income - JP Morgan/MS 85 85 Guaranteed Payments 16270 16270 Business Interest -7026 XPRESS NATURAL GAS - DEFICIT CAPITAL ACCOUNT 229280 305693 INVESTMENT FEES AND EXPENSES 295458 295458 PHILANTHROPIC ADVISORY FEE 120000 120000 FOREIGN TAX WITHHELD 26862 26862 FEDERAL TAX PAID 205000 STATE TAX PAID 5151