Hoehl Family Foundation
- Assets
- $60.5m
- Revenue
- $1.7m
- Investments
- $59.6m
- Employees
- 0
- Location
- Shelburne, VT
- Founding
- 06/1997
- Data as of
- 12/2022
- EIN
- 03-0354374
Organization Overview
Hoehl Family Foundation is located in Shelburne, VT. The organization was established in 1997. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hoehl Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Hoehl Family Foundation generated $1.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (18.1%) each year. All expenses for the organization totaled $3.9m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Krystin B Downes Vp/treasurer/trustee - As Req | 0 | $0 | |
Robert F Hoehl President/trustee-As Required | 0 | $0 | |
John M Hoehl Trustee - As Required | 0 | $0 | |
Peter T Hoehl Trustee - As Required | 0 | $0 | |
Katharine H Kostin Secretary/trustee - As Req | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morgan Stanley | 12/30/22 | $350,185 |
Danaher Attig & Plante Plc | 12/30/22 | $72,275 |
Laura Latka Llc | 12/30/22 | $120,000 |
Danaher Attig Plante Plc | 12/30/22 | $0 |
Laura Latka Llc | 12/30/22 | $0 |
Morgan Stanley | 12/30/22 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,161,370 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $316,975 |
| Capital Gain Net Income | $316,975 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $206,259 |
| Total Revenue | $1,684,604 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $40,631 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $43,364 |
| Total operating and administrative expenses | $667,591 |
| Contributions, gifts, grants paid | $3,212,021 |
| Total expenses and disbursements | $3,879,612 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $894,798 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,635,418 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $60,450,900 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |