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SHELBURNE, VT

Hoehl Family Foundation

Quick Facts

EIN
030354374
Location
SHELBURNE, VT
Category
Philanthropy & Grantmaking
Total Assets
$57.2M
Annual Income
$47.8M
IRS Ruling Year
1997
Organization Type
Corporation
Principal Officer
% Robert F Hoehl
Tax Deductibility
Contributions are deductible

About This Foundation

Hoehl Family Foundation is a private corporation based in SHELBURNE, VT. The foundation received its IRS ruling in 1997. The principal officer is % Robert F Hoehl. It holds total assets of $57.2M. Annual income is reported at $47.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$3.8M

2023-1%

Total Assets

$58.3M

2023-4%

Fair Market Value

$70.8M

2023

Net Worth

$58.3M

2023

Grants Paid

$3.2M

2023

Contributions

$2K

2023

Net Investment Income

$1M

2023

Distribution Amount

$3.4M

2023

Total Giving by Year

$489K
11
$2.1M
12
$2.8M
13
$2.8M
14
$3.1M
15
$4.8M
19
$4.7M
20
$4.2M
21
$3.9M
22
$3.8M
23

Asset Growth

$17.1M
11
$33.1M
12
$35.3M
13
$35M
14
$34.2M
15
$64.9M
19
$61.6M
20
$62.6M
21
$60.5M
22
$58.3M
23

Investment Portfolio (2023)

Total: $54.5M

Corporate Stock: $54.5M
Other Investments: $2.3M
Cash: $1.5M
Corporate Stock (93%)
Other Investments (4%)
Cash (3%)

Expense Breakdown (2023)

Grants Paid$3.2M
Accounting Fees$62K

Revenue Sources (2023)

Dividends
$1.4M
Other Income
$444K
Contributions
$2K
Capital Gains (Net)
$-126,002

Financial Details (2023)

Total Revenue
$1.7M
Total Expenses
$3.8M
Exempt Purpose Expenses
$3.4M
Required Distribution
$3.4M
Undistributed Income
$807K
Total Liabilities
$1
Excise Tax
$14K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

4

Total Giving

$13.3M

Average Grant

$3.3M

Median Grant

$3.3M

Total Giving by Year

$3.4M (1 grants)
20
$3.4M (1 grants)
21
$3.2M (1 grants)
22
$3.2M (1 grants)
23

Grant Range

Min$3.2M
Max$3.4M
Median: $3.3M
Smallest grantLargest grant

Openness to New Grantees (2023)

0%

of 2023 grantees were first-time recipients

Geographic Distribution of Grants

AK
ME
VT
VT: $6.4M (2)
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $6.8M (2)
HI
TX
FL$6.8M (2)
VT$6.4M (2)

Past Grantees

RecipientLocationAmountYear
See Attached StatementSEE ATTACHED STATEMENTSee Attached Statement, VT$3.2M2023
See Attached StatementGENERAL SUPPORTSee Attached Statement, VT$3.2M2022
See Attached StatementGENERAL SUPPORTSee Attached Statement, FL$3.4M2021
See Attached StatementGENERAL SUPPORTSee Attached Statement, FL$3.4M2020

990-PF Filings

Tax PeriodReturn TypeView
2023-12990PFView Filing
2022-12990PFView Filing
2021-12990PFView Filing
2020-12990PFView Filing

Filings sourced from IRS e-file index. View all on ProPublica

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