2023-11-06T15:34:45-06:00 2022-12-31 Danaher Attig & Plante PLC 41 Rye Cr POB 2166 S Burlington VT 054072166 990PF 2022-01-01 030354374 Hoehl Family Foundation % ROBERT F HOEHL HOEH 8022380990 PO Box 816 Shelburne VT 05482 ROBERT HOEHL PRESIDENT 8022380990 2023-11-01 true ROBERT HOEHL XXX-XX-XXXX CATHY H ATTIG CPA P00641183 8023830399 2 2022 2023-04-26 12:10:37Z X X 66918459 X 0 X 1161370 1161370 316975 29722846 316975 206259 51101 1684604 1529446 0 13378 0 0 0 72275 0 0 72275 497943 377943 120000 40631 32395 43364 667591 410338 0 192275 3212021 3212021 3879612 410338 0 3404296 -2195008 1119108 1755102 894798 894798 58178820 56920684 62158547 2711986 2635418 3865114 62645908 60450900 66918459 0 0 X 62645908 60450900 62645908 60450900 62645908 60450900 62645908 -2195008 60450900 60450900 MORGAN STANLEY [6992] 2022-01-01 2022-12-31 13414101 14478418 -1054912 -1064317 MORGAN STANLEY [6992] 2015-01-01 2022-12-31 15066356 14548554 519924 517802 MORGAN STANLEY [6992] 2015-01-01 2022-12-31 635671 390426 245245 245245 BDP: G-FORM LIQUIDATION PROCEEDS 2015-01-01 2022-12-31 300000 0 300000 300000 NET ST GAIN FROM PASS-THROUGH 2022-01-01 2022-12-31 37285 0 37285 37285 NET LT GAIN FROM PASS-THROUGH 2015-01-01 2022-12-31 265992 0 265992 265992 LONG TERM CAPITAL GAIN DISTRIBUTION 2015-01-01 2022-12-31 2349 0 2349 2349 LITIGATION PROCEEDS 2015-01-01 2022-12-31 1092 0 1092 1092 316975 15556 15556 15556 110005 0 30000 140005 X 0 124449 124449 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 PO BOX 816 Shelburne VT 05482 false false false false true true false true 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 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 DANAHER ATTIG & PLANTE PLC PO BOX 2166 SOUTH BURLINGTON VT 05407 ACCOUNTING/TAX SVCS 72275 MORGAN STANLEY 105 WEST VIEW ROAD 5TH FLOOR COLCHESTER VT 05446 INVESTMENT MGMT 350185 LAURA LATKA LLC 126 STEEPLEBUSH ROAD SHELBURNE VT 05482 CONSULTING 120000 72652419 1324950 0 73977369 0 73977369 1109661 72867708 3643385 3643385 15556 15556 3627829 3627829 3627829 3404296 0 0 0 0 3404296 3627829 546493 2020 2019 2018 0 0 0 3404296 546493 2857803 0 0 0 0 0 0 770026 0 0 LAURA LATKA PO BOX 816 SHELBURNE VT 05482 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 VT 05482 NO RELATIONSHIP PC GENERAL SUPPORT 3212021 3212021 14 1161370 18 316975 ORDINARY INCOME FROM PASS-THROUGH ENTITIES 901101 21773 01 OTHER INCOME 901101 01 8 ROYALTIES 901101 01 1058 ORDINARY INCOME FROM PASS-THROUGH ENTITIES 901101 130944 01 35831 SECTION 1231 GAIN/LOSS 901101 01 162129 STATE REFUND 901101 01 300 NET RENTAL ACTIVITY FROM PASS-THROUGH 901101 01 -147925 OTHER TAX EXEMPT INCOME 901101 01 2141 152717 1531887 1684604 false false false false false false false false false false ACCOUNTING FEES 72275 72275 DANAHER ATTIG PLANTE PLC TAX AND ACCOUNTING FEES MORGAN STANLEY INVESTMENT MANAGEMENT FEES LAURA LATKA LLC PHILANTHROPIC ADVISOR CONSULTANT VERMONT DOES NOT REQUIRE A COPY OF FORM 990-PF. MORGAN STANLEY-RUMBLEON INC 0 1423 MORGAN STANLEY-6992 SEE ATTACH 56920684 62157124 ROCKEFELLER ALT STRATEGIES FD 11600 15476 SATURN PARTNERS LP III 1789040 2639018 COMPUTER SHARE - PRIMARY BANK 100000 242500 BPG PROPERTIES IX 845 669 EIDEARD VC II 0 0 EQUUS INV PART X 273906 349229 EQUUS INV PART XI 439574 599826 TRILANTIC ENERGY AIV LP 5008 18396 TRILANTIC ENERGY TRANSFER 12480 0 TRILANTIC ENERGY AIV B LP 2965 0 LEGAL FEES 13378 NON DEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITIES 145 CHARITABLE CONTRIBUTIONS FROM PASS-THROUGH ENTITIES 4 OTHER EXPENSE 1545 INSURANCE EXPENSE 2360 OTHER DEDUCTIONS 7022 INTANGIBLE DRILLING COSTS 32288 Income (loss) from pass-through entities 57604 35831 Sec 1231 G/L from pass-through entities 162129 162129 ROYALTIES 1058 1058 Net Rental Activity from Pass-Through -16981 -147925 state refund 300 Other Income/Loss 8 8 other tax exempt income 2141 INVESTMENT FEES AND EXPENSES 377943 377943 PHILANTHROPIC ADVISORY FEE 120000 120000 FOREIGN TAX WITHHELD 32395 32395 STATE TAXES 8236