2025-11-11T08:04:17-05:00 2024-12-31 Danaher Attig & Plante PLC 41 Rye Cr POB 2166 S Burlington VT 054072166 990PF 2024-01-01 030354374 Hoehl Family Foundation % ROBERT F HOEHL HOEH 8022380990 PO Box 816 Shelburne VT 05482 ROBERT HOEHL PRESIDENT 8022380990 2025-11-15 true true CATHY H ATTIG CPA P00641183 8023830399 2024 2025-03-06 01:10:19Z X 71409520 X 0 X 1612363 1612363 2185609 46214069 2185609 18658 -10114 3816630 3787858 0 187089 0 0 0 109134 0 0 59925 501565 381565 120000 41917 31417 3948 73 843653 413055 0 179925 4144216 4144216 4987869 413055 0 4324141 -1171239 3374803 0 1459041 1397414 1397414 54507484 53776016 67056831 2347654 2035189 2955275 58314179 57208619 71409520 0 0 X 58314179 57208619 58314179 57208619 58314179 57208619 58314179 -1171239 65679 57208619 57208619 MORGAN STANLEY [6992] 2024-01-01 2024-12-31 23445233 23942463 -472686 -497230 MORGAN STANLEY [6992] 2015-01-01 2024-12-31 21270921 19539133 1718218 1731788 MORGAN STANLEY [6992] 2015-01-01 2024-12-31 1491057 487316 1003741 1003741 MORGAN STANLEY [6992] 2015-01-01 2024-12-31 1349 1349 MORGAN STANLEY [6054] 2015-01-01 2024-12-31 1210 0 1210 1210 NET LT LOSS FROM PASS-THROUGHS 2015-01-01 2024-12-31 0 69173 -69173 -69173 LONG TERM CAPITAL GAIN DISTRIBUTION 2015-12-31 2024-12-31 2241 0 2241 2241 LITIGATION PROCEEDS 2015-01-01 2024-12-31 1869 0 1869 1869 CASH IN LIEU 2015-01-01 2024-12-31 40 0 40 40 CLASS ACTION SETTLEMENT 2015-01-01 2024-12-31 149 0 149 149 2185609 46910 46910 46910 110376 0 110376 63466 63466 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 false false false false false false false false false false false false false false false false false 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 799 Ridgefield Road Shelburne VT 05482 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 109134 MORGAN STANLEY 105 WEST VIEW ROAD 5TH FLOOR COLCHESTER VT 05446 INVESTMENT MANGAGER 354173 LAURA LATKA LLC 126 STEEPLEBUSH ROAD SHELBURNE VT 05482 CONSULTING 120000 GRAVEL & SHEA PC 76 St Paul St 7th floor BURLINGTON VT 05401 legal services 182125 NONE NONE NONE 69700250 1428228 0 71128478 0 71128478 1066927 70061551 3503078 3503078 46910 46910 3456168 54713 3510881 3510881 4324141 0 0 0 0 4324141 3510881 807101 2022 2021 2020 0 0 4324141 807101 3510881 6159 6159 0 6159 0 6159 LAURA LATKA PO BOX 816 SHELBURNE VT 05482 8024480629 laura@hoehlfamilyfoundation.org 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 SEE ATTACHED STATEMENT 4144216 4144216 14 1612363 18 2185609 G/L INVOLUNTARY CONV FROM PASS-THROUGH 901101 01 -40 SEC 1231 G/L FROM PASS-THROUGH ENTITIES 901101 01 -20650 NET RENTAL ACTIVITY FROM PASS-THROUGH 901101 -25941 01 10576 OTHER INCOME - GRANT RECOVERY AND RETURNED CHECKS 901101 01 54713 -25941 3842571 3816630 false false false false false false false false false false ACCOUNTING FEES 109134 59925 DANAHER ATTIG PLANTE PLC TAX AND ACCOUNTING FEES MORGAN STANLEY INVESTMENT MANAGEMENT FEES LAURA LATKA LLC PHILANTHROPIC ADVISOR CONSULTANT GRAVEL SHEA PC legal services VERMONT DOES NOT REQUIRED A COPY OF FORM 990-PF. MORGAN STANLEY-RUMBLEON INC 0 0 MORGAN STANLEY-6992 SEE ATTACH 53776016 67056831 ROCKEFELLER ALT STRATEGIES FD 14160 18158 SATURN PARTNERS LP III 1353714 2062592 COMPUTER SHARE - PRIMARY BANK 100000 248900 BPG PROPERTIES IX 198 108 EQUUS INV PART X 230634 189344 EQUUS INV PART XI 336483 436173 LEGAL FEES 187089 OTHER EXPENSE 1482 INSURANCE EXPENSE 2393 INVESTMENT INTEREST EXPENSE 73 73 g/l involuntary conv from pass-through -40 -40 Sec 1231 G/L from pass-through entities -20650 -20650 Net Rental Activity from Pass-Through -15365 10576 OTHER INCOME - GRANT RECOVERY AND RETURNED CHECKS 54713 TO RECONCILE ACCRUED INTEREST RECEIVABLE 65679 INVESTMENT FEES AND EXPENSES 377047 377047 PHILANTHROPIC ADVISORY FEE 120000 120000 INVESTMENT MANAGER FEES 4518 4518 FOREIGN TAX WITHHELD 31417 31417 STATE TAXES 4500 FEDERAL TAX PAID 6000