Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DUPACO RW HOEFER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)3299 HILLCREST RD PO BOX 179   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUBUQUE, IA52001
A Employer identification number

45-4145438
B Telephone number (see instructions)

(563) 557-7600
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,110,191
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 437,582
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 87,655 87,655  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,619
b Gross sales price for all assets on line 6a 393,250
7 Capital gain net income (from Part IV, line 2)... 14,619
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 539,856 102,274  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 4,175 4,175    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,193      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,368 4,175   0
25 Contributions, gifts, grants paid........ 82,744 82,744
26 Total expenses and disbursements. Add lines 24 and 25 88,112 4,175   82,744
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 451,744
b Net investment income (if negative, enter -0-) 98,099
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 4,844 13,489 13,489
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,024,000 Click to see attachment1,242,627 1,242,627
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 639,678 Click to see attachment854,075 854,075
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,668,522 2,110,191 2,110,191
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 1,668,522 2,110,191
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 1,668,522 2,110,191
31 Total liabilities and net assets/fund balances (see instructions).. 1,668,522 2,110,191
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,668,522
2 Enter amount from Part I, line 27a..................... 2 451,744
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,120,266
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 10,075
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,110,191
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a Sales from publicly traded securities P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 393,250   378,631 14,619
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       14,619
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 14,619
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 55,322 1,093,760 000.050580
2012 20,044 714,087 000.028069
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 000.078649
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 000.039325
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,696,109
5 Multiply line 4 by line 3....................... 5 66,699
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 981
7 Add lines 5 and 6......................... 7 67,680
8 Enter qualifying distributions from Part XII, line 4.............. 8 82,744
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 981
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 981
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 981
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 583
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 398
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 981 7 981
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDanielle Gratton Telephone no.bullet (563) 557-7600
    Located atbullet3999 Pennsylvania AveDubuqueIA ZIP+4bullet52002
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Denise Dolan Director, Chair
    001.00
    0    
    2830 Oak Meadow Ct
    Dubuque,IA52003
    Randy Skemp Director, Vice Chair
    001.00
    0    
    14678 Hidden Meadow Drive
    Dubuque,IA52002
    Robert Hoefer Director
    001.00
    0    
    3620 Seville Drive
    Dubuque,IA52002
    Joseph Hearn Director, Secretary
    001.00
    0    
    15868 Clover Lane
    Dubuque,IA52002
    Danielle Gratton Director, Treasurer
    001.00
    0    
    6431 Torrey Pines Drive
    Dubuque,IA52002
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 None 0
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,707,417
    b
    Average of monthly cash balances.......................
    1b
    14,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,721,938
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,721,938
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    25,829
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,696,109
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    84,805
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    84,805
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    981
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    981
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    83,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    83,824
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    83,824
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    82,744
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    82,744
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    981
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    81,763
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 83,824
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 13,315
    b Total for prior years:2010, 2011, 2012 15,151
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 82,744
    a Applied to 2013, but not more than line 2a 13,315
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 69,429
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    15,151
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    15,151
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    14,395
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Dupaco R W Hoefer Foundation
    PO Box 179
    Dubuque,IA520040179
    (563) 557-7600
    RWHoeferFoundationdupaco.com
    bThe form in which applications should be submitted and information and materials they should include:
    Grant Application Form at www.dupaco.com
    cAny submission deadlines:
    May 1 November 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The encouragement of education, promotion of charity, and to contribute to organzations or causes which enhance the quality of life
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Adam Smith
    4503 Lark Dr
    Dubuque,IA52001
    None NC Financial Assistance 314
    Amy Hanen
    2820 JFK Rd
    Dubuque,IA52001
    None NC Medical Assistance 50
    Angelo Campbell
    1637 Ackermant
    Waterloo,IA50703
    None NC Financial Assistance 265
    Barry Funke
    140 W Union St
    Manchester,IA52057
    None NC Medical Assistance 3,000
    Becky Mangrich
    187 Sidehill Dr
    Waterloo,IA50701
    None NC Financial Assistance 100
    Billie Moody
    2727 Franklin Ave NE
    Cedar Rapids,IA52402
    None NC Medical Assistance 1,000
    Brandon Jessi Dorsey
    302 8th Ave NE
    Independence,IA50644
    None NC Financial Assistance 2,000
    Brian Barb Trapp
    2329 245th Avenue
    Delhi,IA52223
    None NC Medical Assistance 1,700
    Brian Kim Weimerskirch
    9301 Birxch St
    Bernard,IA52032
    None NC Financial Assistance 2,000
    Brian Baftiri
    800 82nd St
    Anamosa,IA52205
    None NC Financial Assistance 100
    Carisma Wickham
    1247 4th Ave SE
    Cedar Rapids,IA52402
    None NC Medical Assistance 100
    Casandra Robinson
    1025 30th St SE
    Cedar Rapids,IA52403
    None NC Financial Assistance 3,000
    Cody Watson
    4170 Layden Ct
    Dubuque,IA52001
    None NC Medical Assistance 2,000
    Courtney Durnan
    1462 252nd Ave
    Earlville,IA52041
    None NC Financial Assistance 257
    Dan Donna Walling
    3540 Hillcrest Rd
    Dubuque,IA52001
    None NC Medical Assistance 1,000
    Danielle Steines
    980 Jackson St Apt 6
    Platteville,WI53818
    None NC Financial Assistance 427
    Darell Olive
    1921 Springview St
    Waterloo,IA50707
    None NC Financial Assistance 194
    David Molly Kaiser
    8548 Royal Oak Dr
    Peosta,IA52068
    None NC Medical Assistance 3,000
    Dominique Johnson
    524 12th St SE
    Cedar Rapids,IA52403
    None NC Financial Assistance 501
    Earl Joann Crary
    310 E Watson St
    Garnavillo,IA52049
    None NC Medical Assistance 1,000
    Emalee Gerhards
    115 East St
    Potosi,WI53820
    None NC Financial Assistance 482
    Emil Althoff
    604 Elizabeth St
    Earlville,IA52041
    None NC Financial Assistance 100
    Emily Pfiffner
    10 Nevada St
    Dubuque,IA52001
    None NC Medical Assistance 1,550
    Francis Heim
    215 1/2 E 5th St Apt 309
    Waterloo,IA50703
    None NC Financial Assistance 100
    Gloria Hogan
    720 1/2 Alpine St
    Dubuque,IA52001
    None NC Financial Assistance 100
    Greg Harris
    35326th St NW
    Cedar Rapids,IA52405
    None NC Financial Assistance 100
    Heather Cousins
    6400 Hickory Blvd
    Cedar Rapids,IA52403
    None NC Medical Assistance 2,000
    Heather Hill
    908 N main St
    Carroll,IA51401
    None NC Financial Assistance 191
    Jamie Lessard
    100 Jentz Dr
    Potosi,WI53820
    None NC Medical Assistance 50
    Jeff Burgmeier
    329 Riverview Ter
    East Dubuque,IL61025
    None NC Medical Assistance 1,000
    Jodi Doyle
    917 10th Ave SE
    Cedar Rapids,IA52401
    None NC Financial Assistance 200
    Jodie Navarijo
    3712 Pennsylvania Ave Apt 195
    Dubuque,IA52001
    None NC Financial Assistance 211
    Joe Crystal O'Dell
    410 Oxford St
    East Dubuque,IL61025
    None NC Medical Assistance 2,000
    Joe Axline
    404 S Tama St
    Manchester,IA52057
    None NC Financial Assistance 355
    Joe Christofferson
    2020 Glass Rd NE
    Cedar Rapids,IA52402
    None NC Medical Assistance 50
    Jordan Yanna
    347 Grand St
    Highland,WI53543
    None NC Financial Assistance 1,000
    Joshua Carrie Gates
    925 E Mineral St Apt A
    Platteville,WI53818
    None NC Medical Assistance 3,000
    Katie Hamilton
    510 Main St
    Rewey,WI53580
    None NC Medical Assistance 950
    Kayla Kohlmeyer
    1413 Shamrock Dr
    Waterloo,IA50701
    None NC Financial Assistance 195
    Kenisha Perkins
    3712 Pennsylvania Ave Apt 193
    Dubuque,IA52001
    None NC Financial Assistance 464
    Kere Knautz
    1310 Mill Rd
    Cuba City,WI53807
    None NC Medical Assistance 50
    Kristen Loecher
    1200 Commercial St
    Waterloo,IA50702
    None NC Financial Assistance 2,942
    Lisa Regenscheid
    1409 Clark St
    Des Moines,IA50314
    None NC Financial Assistance 177
    Lori Morris Kirkpatrick
    1965 Scenic View Dr
    Dubuque,IA52001
    None NC Medical Assistance 2,000
    Luellen Rowen
    305 E 22nd St
    Dubuque,IA52001
    None NC Medical Assistance 50
    Michael Petrousek
    205 1/2 N Center Ave
    Epworth,IA52045
    None NC Financial Assistance 443
    Nancy Grindey
    6786 N Canyon Park Road
    Apple River,IL61001
    None NC Financial Assistance 238
    Nathaniel First
    1602 Breca Ridge Dr
    Anamosa,IA52205
    None NC Financial Assistance 300
    Ninfa Gutierrez
    553 1/2 W Locust St
    Dubuque,IA52001
    None NC Financial Assistance 353
    Roy Gorby
    3911 Cedar Knoll Cir
    Waterloo,IA50701
    None NC Financial Assistance 100
    Ryan Miller
    219 Reber Ave
    Waterloo,IA50701
    None NC Financial Assistance 602
    Sam Lynch
    2760 Andrew Ct
    Dubuque,IA52001
    None NC Medical Assistance 3,000
    Sue Brokus
    101 York St
    Dubuque,IA52001
    None NC Financial Assistance 200
    Susan Caldwell
    31545 Bellevue Drive
    Bellevue,IA52031
    None NC Financial Assistance 1,000
    Tammy Thurston
    1240 Savanna
    Dubuque,IA52003
    None NC Financial Assistance 500
    Todd Emalee Gerhards
    115 East St
    Potosi,WI53820
    None NC Financial Assistance 3,000
    Wayne Kimberly Althoff
    1900 310th Ave
    Dyersville,IA52040
    None NC Medical Assistance 2,000
    Will Kohn
    3859 18th St
    Bettendorf,IA52722
    None NC Medical Assistance 1,000
    Xela A Weber
    513 Washington St
    Galena,IL61036
    None NC Medical Assistance 50
    Alzheimer Assc
    5900 Saratoga
    Dubuque,IA52002
    None PC Medical Assistance 500
    American Cancer Society
    2774 University Ave
    Dubuque,IA52001
    None PC Medical Assistance 925
    American Heart Association
    1035 N Center Point Rd
    Hiawatha,IA52233
    None PC Medical Assistance 700
    Big Brother Big Sisters of Northeast Iowa
    2530 University Ave Ste 8
    Waterloo,IA50701
    None PC Educational Assistance 1,000
    Compass to Care Childhood Cancer
    120 W Madison St Ste 702
    Chicago,IL60602
    None PC Medical Assistance 500
    Finely Health Foundation
    350 N Grandview Avenue
    Dubuque,IA52003
    None PC Medical Assistance 1,900
    Hills & Dales Child Development
    1011 Davis St
    Dubuque,IA52001
    None PC Educational Assistance 4,000
    His Hands Ministries
    400 12th St SE
    Cedar Rapids,IA52403
    None PC Medical Assistance 1,750
    Klarifly Foundation
    350 N Grandview Ave
    Dubuque,IA52001
    None PC Educational Assistance 3,000
    Little Treasures Child Development
    2035 Radford Road
    Dubuque,IA52002
    None PC Educational Assistance 1,116
    Make-a-wish Foundation of Iowa Inc
    3024 104th St
    Urbandale,IA50322
    None PC Medical Assistance 800
    March of Dimes
    425 2nd St SE
    Cedar Rapids,IA52401
    None PC Medical Assistance 500
    Presentation Lantern Center
    900 Jackson St Ste LL5-1
    Dubuque,IA52001
    None PC Educational Assistance 1,000
    Shalom Spirtuality Center
    1001 Davis St
    Dubuque,IA52001
    None SO I Educational Assistance 725
    Two by Two Character Development
    620 S Grandview Ave
    Dubuque,IA52003
    None PC Educational Assistance 2,500
    Wisconsin Badger Camp
    PO Box 723
    Platteville,WI53818
    None PC Educational Assistance 2,500
    Resurrection School
    4300 Asbury Road
    Asbury,IA52002
    None SO I Educational Assistance 1,000
    Resurrection School
    4300 Asbury Road
    Asbury,IA52002
    None SO I Educational Assistance 1,217
    Seton Catholic School
    597 Burds Rd
    Peosta,IA52068
    None SO I Educational Assistance 1,000
    St Anthony School
    1870 St Ambrose St
    Dubuque,IA52001
    None SO I Educational Assistance 1,000
    Waterloo Schools Foundation
    201 Tower Park Drive Ste 106
    Waterloo,IA50701
    None SO I Educational Assistance 1,000
    Total .................................bullet 3a 82,744
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 87,655  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 14,619  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   102,274  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13102,274
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000292
    Software Version: 14.4.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 981


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    DUPACO RW HOEFER FOUNDATION
     
    Employer identification number

    45-4145438
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    DUPACO RW HOEFER FOUNDATION
     
    Employer identification number

    45-4145438
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    Dupaco Community Credit Union  
    3999 Pennsylvania Ave
     
    Dubuque, IA52002

    $400,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    DUPACO RW HOEFER FOUNDATION
     
    Employer identification number

    45-4145438
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    DUPACO RW HOEFER FOUNDATION
     
    Employer identification number

    45-4145438
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000292
    Software Version: 14.4.1.0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Sales from publicly traded securities   P     393,250 378,631     14,619  

    TY 2014 GeneralExplanationAttachment
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Identifier Return Reference Explanation

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    11946 shares of AMERICAN CENTURNY MID CAP VALUE INV AVUAX 231,578 231,578
    3024 shares of ARTISAN MID CAP ARTMX 167,794 167,794
    4111 shares of BLACKROCK EQUITY DIVIDEND MADVX 116,243 116,243
    612 shares of DELAWARE SMALL CAP VALUE DEVIX 55,329 55,329
    11453 shares of GOLDMAN SACHS SATELLITE STRATEGY GXSIX 114,215 114,215
    2618 shares of T ROWE PRICE GROWTH STOCK PRGFX 165,578 165,578
    409 shares of VANGUARD 500 INDEX SIGNAL VIFSX 65,346 65,346
    5540 shares of ARTISAN FUNDS INTERNATIONAL ARTIX 202,603 202,603
    2696 shares of TEMPLETON INSTL FOREIGN SMALLER CO TFSCX 72,464 72,464
    1727 shares of JP MORGAN VALUE ADVANTAGE INS 51,477 51,477

    TY 2014 InvestmentsOtherSchedule2
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FRANKLIN STRATEGIC INCOME ADV FKSAX FMV 205,233 205,233
    PROSHARES TR PSHS ULSHT 7-10Y FMV 28,981 28,981
    VANGUARD FIXED INCOME GNMA ADM CL VFIJX FMV 299,707 299,707
    GOLDMAN SACHS FINANCIAL SQUARE - FEDERAL FMV 14,367 14,367
    ASHTON/DOUBLELINE CORE PLUS FMV 202,779 202,779
    CHAMPAIGN CNTY IL SCH FMV 53,083 53,083
    FNMA STEP FMV 49,925 49,925

    TY 2014 OtherDecreasesSchedule
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 4,175 4,175    


    TY 2014 TaxesSchedule
    Name:
    DUPACO RW HOEFER FOUNDATION
    EIN: 45-4145438
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax paid on net investment income 1,193