Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Dupaco RW Hoefer Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1000 Jackson St
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,165,344J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 208,975
2 Check right arrow.............
3 Interest on savings and temporary cash investments 359 359  
4 Dividends and interest from securities... 235,528 235,528  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 278,372
b Gross sales price for all assets on line 6a 1,439,975
7 Capital gain net income (from Part IV, line 2)... 278,372
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........ 723,234 514,259  
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)......... Click to see attachment
List of Attached Documents:
// Content
16,947     16,947
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,751 18,479   16,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,543      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,438      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,679 18,479   33,747
25 Contributions, gifts, grants paid....... 557,646 557,646
26 Total expenses and disbursements. Add lines 24 and 25 636,325 18,479   591,393
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,909
b Net investment income (if negative, enter -0-) 495,780
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 2,849 12,389 12,389
2 Savings and temporary cash investments......... 35,287 672 672
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,604 9,167 9,167
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,253,780 Click to see attachment
List of Attached Documents:
// Content
5,747,335 		5,747,335
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,472,144 Click to see attachment
List of Attached Documents:
// Content
3,395,781 		3,395,781
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,776,664 9,165,344 9,165,344
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,776,664 9,165,344
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,776,664 9,165,344
30 Total liabilities and net assets/fund balances (see instructions). 8,776,664 9,165,344
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,776,664
2
Enter amount from Part I, line 27a .....................
2
86,909
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
301,771
4
Add lines 1, 2, and 3 ..........................
4
9,165,344
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,165,344
Form 990-PF (2024)
Form 990-PF (2024)
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      
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 1,177,642   1,161,603 16,039
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       16,039
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 2 278,372
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 25,050
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,891
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,891
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 6,891
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,022
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,895
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: 6917 7 6,917
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 26
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowDanielle Gratton Telephone no.right arrow (563) 557-7600

Located atright arrow1000 Jackson StDubuqueIA ZIP+4right arrow52001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
Randy Skemp Director, Chair
001.00 		0    
3550 Charleston Ct
Dubuque,IA52002
Andrew Schroeder Director, Vice Chair
001.00 		0    
445 S Grandview Ave
Dubuque,IA52003
Robert Hoefer Director
001.00 		0    
3620 Seville Drive
Dubuque,IA52002
Joseph Hearn Director, Secretary
001.00 		0    
2268 Clover Lane
Asbury,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
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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  
Part VIII-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 None  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
9,055,980
b
Average of monthly cash balances.......................
1b
58,066
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,114,046
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
9,114,046
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
136,711
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,977,335
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
448,867
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
448,867
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,891
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,891
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
441,976
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
441,976
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
441,976
Part XI
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
List of Attached Documents:
// Content
..........
1a
591,393
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
591,393
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 441,976
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 26,757
e From 2023...... 17,813
f Total of lines 3a through e ........ 44,570
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 591,393
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount..... 441,976
e Remaining amount distributed out of corpus 149,417
5 Excess distributions carryover applied to 2024.    
(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 5 193,987
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		193,987
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 26,757
d Excess from 2023.... 17,813
e Excess from 2024.... 149,417
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
Foundationdupaco.com
bThe form in which applications should be submitted and information and materials they should include:
Grant Application Form at https//www.dupaco.com/community/ways-we-give/
cAny submission deadlines:
N/A
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 organizations or causes which enhance the quality of life.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

247 Blac

131 Tower Park Dr
Waterloo,IA50701 		None PC NEEDS BASED 10,000
Adam Frasher


1134 Wren Rd
Waterloo,IA50701 		None I NEEDS BASED 1,000
Alex Barnes


1601 34th St NE
Cedar Rapids,IA52402 		None I NEEDS BASED 1,000
Alex Bartz


713 Greenwell Place
Norwalk,IA50211 		None I NEEDS BASED 1,000
Alisha Fogle


3817 E Otter rd
Alburnett,IA52202 		None I NEEDS BASED 2,975
Alli Osterberger


2836 Oak Meadow Ct
Dubuque,IA52003 		None I NEEDS BASED 1,000
Alyssa Blevins


1475 Deborah Ct
Platteville,WI53818 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Alyssa Klawitter


4958 Northrange Court
Dubuque,IA52002 		None I NEEDS BASED 1,000
Amanda Micah Hoffman


1904 Crestview Dr
Carroll,IA51401 		None I NEEDS BASED 1,000
Amatullah Carter


7255 Lake Drive
West Des Moines,IA50266 		None I NEEDS BASED 440
Amy Copeland


639 Melinda Drive
Peosta,IA52068 		None I NEEDS BASED 100
Andrew Blanford


304 Hayes St W Lot 69
Hazleton,IA50641 		None I NEEDS BASED 530
Andrew Thorp


715 North Frederick Avenue
Oelwein,IA50662 		None I NEEDS BASED 2,000
Angela Anthony


2500 Jenny Wren Trail Apt 124
Sun Prairie,WI53590 		None I NEEDS BASED 2,277
Angela Jeanson


1116 Riverview Dr
Stoughton,WI53589 		None I NEEDS BASED 1,000
Angela Kitelinger


45 E Cedar St
Platteville,WI53818 		None I NEEDS BASED 126
Angela Wright


1711 8th St
Des Moines,IA50314 		None I NEEDS BASED 1,732
Ashley Gephart


2459 Spruce Wood Dr
Asbury,IA52002 		None I NEEDS BASED 1,029
Ashley Redenbaugh


805 1st St N
Farley,IA52046 		None I NEEDS BASED 654
Aubrie Tracy


3521 50th Ave
Wyoming,IA52362 		None I NEEDS BASED 3,000
Austin Bonert


305 7th Avenue NE
Farley,IA52046 		None I NEEDS BASED 1,000
Austin Gaul


1953 E Main Street
New Vienna,IA52065 		None I NEEDS BASED 1,000
Austin Martin


604 Maquoketa Dr SE
Cascade,IA52033 		None I NEEDS BASED 125
Ava Becker


2118 Palmer Dr
Asbury,IA52002 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Ava Hosch


2448 Birchwood Dr
Asbury,IA52002 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Barb Garretson


1636 8th Avenue North
Fort Dodge,IA50501 		None I NEEDS BASED 2,000
Benjamin Fransen


107 1st Avenue E
Worthington,IA52078 		None I NEEDS BASED 1,000
Benjamin Gracey


205 N High St
Anamosa,IA52205 		None I NEEDS BASED 913
Bernice Dorota


565 Broadway St
Platteville,WI53818 		None I NEEDS BASED 1,000
Bethany Schabacker


506 Short St
Maquoketa,IA52060 		None I NEEDS BASED 1,000
Blake Kruser


19041 Rainbow Ct
Dubuque,IA52002 		None I NEEDS BASED 1,000
Bonita Wilson


909 River Dr
Sioux City,IA51109 		None I NEEDS BASED 473
Brelynn Primmer


1989 58th St
VINTON,IA52349 		None I NEEDS BASED 893
Brian Banks


818 9th St
Nevada,IA50201 		None I NEEDS BASED 1,600
Briana Hutton


3211 W Main St
Sun Prairie,WI53590 		None I NEEDS BASED 2,000
Brock Daack


1439 N Algona St
Dubuque,IA52001 		None I NEEDS BASED 1,000
Carly Lawler


8328 Turkey Valley Ln
Dubuque,IA52003 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Carol Hammel


1227 Rhomberg Ave
Dubuque,IA52001 		None I NEEDS BASED 400
Carter Kronfeldt


2060 Ogilby
Dubuque,IA52001 		None I NEEDS BASED 1,000
Cassandra Wesley


2705 12th Ave SW Apt 20 Null
Cedar Rapids,IA52404 		None I NEEDS BASED 1,000

Cedar Valley Habitat for Humanity

350 6th Ave SE
Cedar Rapids,IA52401 		None PC NEEDS BASED 10,000
Charee May


414251 Street
Des Moines,IA50310 		None I NEEDS BASED 1,000
Cherrelle Dixon


202 State St
Waterloo,IA50703 		None I NEEDS BASED 1,000
Cheryl Dove


211 W Cedar
Hubbard,IA50122 		None I NEEDS BASED 2,000
Chloe Schultz


795 6th Ave
Coon Rapids,IA50058 		None I NEEDS BASED 1,000
Christi Sigglin


402 N Ford St
Anamosa,IA52205 		None I NEEDS BASED 5,000

Christian Community Development DBA House of Hope

845 W 4th St
Waterloo,IA50702 		None PC NEEDS BASED 5,000
Christine Chapin-Tilton


260 York Street
Dubuque,IA52003 		None I NEEDS BASED 100
Clifton Dawley


2536 Quaker Avenue
New London,IA52645 		None I NEEDS BASED 2,900
Cody Dilliner


PO Box 262
Allerton,IA50008 		None I NEEDS BASED 1,000
Cole Harris


213 Courtland Street
Warren,IL61087 		None I NEEDS BASED 1,000
Colton Bries


502 Southern Ave
Dubuque,IA52003 		None I NEEDS BASED 1,000

Community Solutions of Eastern Iowa (CSEI)

7600 Commerce Park
Dubuque,IA52002 		None PC NEEDS BASED 5,000
Crystal Dell


1127 3rd St SW A
Cedar Rapids,IA52404 		None I NEEDS BASED 1,004
Dan Stoffel


1478 Adair St
Dubuque,IA52002 		None I NEEDS BASED 1,000
Daniel Engevold


280 Jewett St
Platteville,WI53818 		None I NEEDS BASED 200
Daniel Feldhake


2180 Saint Celia St
Dubuque,IA52002 		None I NEEDS BASED 1,000
Daniel Fuller


215 2nd St
Watkins,IA52354 		None I NEEDS BASED 1,000
Danielle Meyer-Tobin


3838 Aurora St
Dubuque,IA52002 		None I NEEDS BASED 1,000
Debra Nadermann


3523 Broadway St
Dubuque,IA52001 		None I NEEDS BASED 1,500
Dee Stoudemire


575 West 16th St
Dubuque,IA52001 		None I NEEDS BASED 1,400
Dena Birchard


535 11th Avenue W
Spencer,IA51301 		None I NEEDS BASED 2,500
Denise Ronald Impens


117 Anderson St
Maquoketa,IA52060 		None I NEEDS BASED 1,000
Dennis Corcoran


521 West 4th St
Spencer,IA51301 		None I NEEDS BASED 2,500
Derek Noel


2526 Windsor Avenue
Dubuque,IA52001 		None I NEEDS BASED 1,000
Derek Pospichal


1128 19th St
Monroe,WI53566 		None I NEEDS BASED 650
Deryn Hartman


702 Pearl St
Sabula,IA52070 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Desiree Dehaven


6727 Tennessee Drive SW
Cedar Rapids,IA52404 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Devin Digman


5360 Southwest Rd
Platteville,WI53818 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Diane Coates


930 N Court St
Platteville,WI53818 		None I NEEDS BASED 100
Diarra Spinks


3101 SE 17th St
Des Moines,IA50320 		None I NEEDS BASED 1,000

Dubuque Dream Center

1600 White Street
Dubuque,IA52001 		None PC NEEDS BASED 10,000

Dubuque Museum of Art

701 Locust St
Dubuque,IA52001 		None PC NEEDS BASED 10,000
Emily Kraft


1008 Ring St
Sun Prairie,WI53590 		None I NEEDS BASED 1,000
Emma Furlong


2075 N Ferry Landing Rd
Galena,IL61036 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Erika Moore


7625 Lisa Ln
Middleton,WI53562 		None I NEEDS BASED 2,696
Evan Matthews


603 North Madison St
Cuba City,WI53807 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Faith Benhoff


355 Grand Blvd
Evansdale,IA50707 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Felecia Buckman


404 Hayes St E
Hazleton,IA50641 		None I NEEDS BASED 774
Felica Jones


2810 Coho St
Madison,WI53713 		None I NEEDS BASED 2,018

Four Mounds Foundation-HEART Partnership

4900 Peru Road
Dubuque,IA52001 		None PC NEEDS BASED 10,000

Four Oaks Family and Children's Services

5400 Kirkwood Blvd SW
Cedar Rapids,IA52404 		None PC NEEDS BASED 10,000
Franklin Elvington


5174 Anton Dr Apt 2
Fitchburg,WI53719 		None I NEEDS BASED 3,500

Friends of St Mary's (Steeple Square)

101 E 15th St
Dubuque,IA52001 		None PC NEEDS BASED 5,000

Friends of the Family

1009 Peoples Sq
Waterloo,IA50702 		None PC NEEDS BASED 10,000
Gina Jones


3001 Parmenter St Apt 235
Middleton,WI53562 		None I NEEDS BASED 3,500

Greater Des Moines Habitat for Humanity

95 University Ave
Des Moines,IA50314 		None PC NEEDS BASED 5,000
Griffin Wiegel


155 W Truth St
Shullsburg,WI53586 		None I NEEDS BASED 1,000

Habitat for Humanity Dubuque and Jackson Counties

900 Jackson St
Dubuque,IA52001 		None PC NEEDS BASED 20,000

Habitat for Humanity of Dane County

6201 Odana Rd
Madison,WI53719 		None PC NEEDS BASED 5,000
Haley Hurst


3554 Echo Hills Drive
Bellevue,IA52031 		None I NEEDS BASED 100
Haley Nagel


314 Paula Lane NE
Cedar Rapids,IA52402 		None I NEEDS BASED 1,750
Hans Keimig-Gehrke


913 Merz Street
Dubuque,IA52001 		None I NEEDS BASED 1,000
Ieshonna Harris


67 Miller Ave SW Apt 106
Cedar Rapids,IA52404 		None I NEEDS BASED 400
Isaac Gukeisen


721 9th Avenue SW
Cedar Rapids,IA52404 		None I NEEDS BASED 1,000
Isabel Luna


2065 ellen street
dubuque,IA52002 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Jace Whitham


229 Revere Ct NE
Cedar Rapids,IA52402 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Jacqueline Ortiz


303 S 2nd North St
Apple River,IL61001 		None I NEEDS BASED 1,000
Jacqueline Wells


2221 Carling Dr Apt 3
Madison,WI53711 		None I NEEDS BASED 955
James Cahill


1215 7th Ave
Platteville,WI53818 		None I NEEDS BASED 1,000
Jamie Schwab


328 2nd St
Atkins,IA52206 		None I NEEDS BASED 1,000
Janessa Rose


3108 Steamboat Way Apt 5
Muscatine,IA52761 		None I NEEDS BASED 500
Janet Reiser


433 E Valley Dr Apt 3
Carroll,IA51401 		None I NEEDS BASED 400
Jared Nelson


506 1st Street E
Newhall,IA52315 		None I NEEDS BASED 4,134
Jason Tracy


2281 Saint Celia Street
Dubuque,IA52002 		None I NEEDS BASED 100
Jayde Hildebrand


5604 SW 14th
Des Moines,IA50315 		None I NEEDS BASED 3,000
Jennifer Gonzalez


189 19th Avenue SW
Cedar Rapids,IA52404 		None I NEEDS BASED 3,879
Jennifer Leavitt


311 E 6th St
Tama,IA52339 		None I NEEDS BASED 2,000
Jenny Johnson


913 2nd Avenue SE
Spencer,IA51301 		None I NEEDS BASED 5,000
Jeremiah Johnson


602 E Charles St
Oelwein,IA50662 		None I NEEDS BASED 657
Jesse Mageske


15 E Main St Apt 19
Platteville,WI53818 		None I NEEDS BASED 3,618
Jessica Bruns


402 Mereness St
Glidden,IA51443 		None I NEEDS BASED 3,712
John McAuliffe


7263 Fork Street
New Vienna,IA52065 		None I NEEDS BASED 1,000
John Smith


1520 Summer St
Grinnell,IA50112 		None I NEEDS BASED 400
Jordyn Thole


687 Amara Court
Peosta,IA520689200 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Jordyn Waldrop


138 33rd St Dr SE Apt 3
Cedar Rapids,IA52403 		None I NEEDS BASED 1,500
Joyce Eveland


301 Tamarac Trce
Platteville,WI53818 		None I NEEDS BASED 100
Joyce Merrick


1631 Ashton Place
Dubuque,IA52001 		None I NEEDS BASED 100
Justin Thiltgen


1293 Walnut Street
Dubuque,IA52001 		None I NEEDS BASED 1,000
Justin Thompson


115 North St
Lincoln,IA50652 		None I NEEDS BASED 1,000
Kaci Peter


1409 High Ridge Rd
Carroll,IA51401 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Kaila Petitgout


19486 Ridge Dr
East Dubuque,IL61025 		None I NEEDS BASED 652
Kaleb Garibay


525 3/4 Chicago Avenue Apt C
Savanna,IL61074 		None I NEEDS BASED 2,500
Karlee Esteban Sanchez


30972 County Road XX Lot 102
Platteville,WI53818 		None I NEEDS BASED 553
Karly Cuzas


1620 Lori Ct
Dubuque,IA52001 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Kathie Schwartz


23986 County Road W
Shullsburg,WI53586 		None I NEEDS BASED 100
Kathleen Tracy


3519 Keystone Dr
Dubuque,IA52002 		None I NEEDS BASED 650
Kathy Tiesman


1420 Prospect Ave
Clinton,IA52732 		None I NEEDS BASED 2,750
Katie Hartl


3641 Irenus Ct
Kieler,WI53812 		None I NEEDS BASED 1,000
Katie Papesh


2530 Eastlawn Dr
Marion,IA52302 		None I NEEDS BASED 1,000
Kattie Cotts


335 Oak St
Columbus,WI53925 		None I NEEDS BASED 1,108
Kayanna Wibben


121 N Clark St
Carroll,IA51401 		None I NEEDS BASED 400
Keara Embry


320 Elmer Street
Platteville,WI53818 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Kelli Campbell


604 W 7th St
Spencer,IA51301 		None I NEEDS BASED 1,250
Kelli Webster


124 S Mill St
Wadena,IA52169 		None I NEEDS BASED 700
Kenan Malicevic


865 Bentley Dr Unit 9
Marion,IA52302 		None I NEEDS BASED 946
Kendra Kutsch


205 2nd Avenuee
Farley,IA52046 		None I NEEDS BASED 1,000
Kevin Soberanis


822 15th Avenue SW
Cedar Rapids,IA52405 		None I NEEDS BASED 1,000

Key City Creative Center

1781 White Street
Dubuque,IA52001 		None PC NEEDS BASED 10,000
Kiera Turner


995 W Locust Street
Dubuque,IA52001 		None I NEEDS BASED 100
Kimberly Sallis


222 Sumner St
Waterloo,IA50703 		None I NEEDS BASED 400
Kinsey Droessler


4192 Deer Path Ct
Hazel Green WI,WI53811 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Krysanthemum Gummow


2072 Golden Eagle Dr
Dubuque,IA52001 		None I NEEDS BASED 911
Kylie Miguel Pena


519 9th St NW
Cedar Rapids,IA52405 		None I NEEDS BASED 1,000
Lance Campbell


1112 N Clark St
Carroll,IA51401 		None I NEEDS BASED 1,000
Lauren Dema


4405 Maureen Court SE Apt 150
Cedar Rapids,IA52403 		None I NEEDS BASED 1,000
Lauren Pickel


912 South School St
Cuba City,WI53807 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Laurie Graney


4935 Angel View Dr
Dubuque,IA52002 		None I NEEDS BASED 2,405
Levi Lode


3630 Mt Vernon Rd SE Unit 10
Cedar Rapids,IA52403 		None I NEEDS BASED 1,000
Lexi Soppe


909 7th Avenue SE
Dyersville,IA52040 		None I NEEDS BASED 1,000
Lexie Pippert


402 3rd Street
Elberon,IA52225 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Lexus Anderson-Carter


2500 Jenny Wren Trail
Sun Prairie,WI53590 		None I NEEDS BASED 1,561
Lilian Bechen


1839 Key Way
Dubuque,IA52002 		None I NEEDS BASED 664
Logan Hiler


208 B Avenue
Vinton,IA52349 		None I NEEDS BASED 1,000
Logan Teasdale


1520 Altura Drive
Dubuque,IA52001 		None I NEEDS BASED 1,000
Lucille Valentine


928 Garfield Ave
Dubuque,IA52001 		None I NEEDS BASED 1,000
Madea Olsen


1540 C Ave NE
Cedar Rapids,IA52402 		None I NEEDS BASED 533

Madison Northside Planning Council Inc

1219 N Sherman Avenue
Madison,WI53704 		None PC NEEDS BASED 5,000
Maggie Lorence


285 N Booth St
Dubuque,IA52001 		None I NEEDS BASED 1,000
Marisa Meza


3036 Triumph Drive
Sun Prairie,WI53590 		None I NEEDS BASED 724
Mary Clayton


6009 Creston Ave Apt C-15
Des Moines,IA50321 		None I NEEDS BASED 2,000
Mary Loomis


3639 Irenus Ct Apt 15
Kieler,WI53812 		None I NEEDS BASED 100
Matt Rusch


667 West Third St
Dubuque,IA52001 		None I NEEDS BASED 1,000
Matthew Borman


104 W Walnut St
Apple River,IL61001 		None I NEEDS BASED 1,000
Matthew Fetzer


601 Southern Avenue
Dubuque,IA52003 		None I NEEDS BASED 1,000
McKenna Kingsbury


407 S Ave S
Vinton,IA52349 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Megan Foreman


1635 9th St NW
Cedar Rapids,IA52405 		None I NEEDS BASED 1,514
Megan Lillie


519 E Benton Street
Iowa City,IA52240 		None I NEEDS BASED 500
Melody Fitzgerald


3312 Oakland Rd NE Apt 11
Cedar Rapids,IA52402 		None I NEEDS BASED 640
Michael Anglin


402 W Main St
Epworth,IA52045 		None I NEEDS BASED 1,000
Michael Koch


1135 OHagen St
Dubuque,IA52001 		None I NEEDS BASED 1,000
Michaela Vileta


443 E Sycamore Street
Ogden,IA50212 		None I NEEDS BASED 1,000
Michelle Hastings


1820 Loras Blvd
Dubuque,IA52001 		None I NEEDS BASED 650
Mike Diane Lavenz


820 Spruce St
Allison,IA50602 		None I NEEDS BASED 1,000
Morgan Like


3140 Meadow Glen St
Marion,IA52302 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Morgan Munter


410 Clarke Dr Unit A
Dubuque,IA52001 		None I NEEDS BASED 1,000
Nacole Kalish


302 W Bluff St
Boscobel,WI53805 		None I NEEDS BASED 800
Nakia Paige


236 34th St Drive SE 1
Cedar Rapids,IA52403 		None I NEEDS BASED 4,480
Nancy Hertner


4020 Broadway St
Lost Nation,IA52254 		None I NEEDS BASED 1,000
Natalie Dvorak


9614 University Ave APT 205J
Cedar Falls,IA50613 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Natalie Heleniak


728 Dewey Avenue
Galena,IL61036 		None I NEEDS BASED 1,000
Nathan Steffen


14674 N Cascade Rd Lot 317
Dubuque,IA52001 		None I NEEDS BASED 3,000

NewBo City Market

1100 Third St SE
Cedar Rapids,IA52404 		None PC NEEDS BASED 20,000
Nicholas Axtell


2255 Graham Circle
Dubuque,IA52001 		None I NEEDS BASED 1,000
Nicole Billmeier


1315 N West St
Carroll,IA51401 		None I NEEDS BASED 1,500
Nicole Yung


411 Packwaukee St
New Hartford,IA50660 		None I NEEDS BASED 2,000
Noah Zuercher


107 Jackson St NE
Cascade,IA52033 		None I NEEDS BASED 1,000
Olivia Clothier


212 Horsfield Drive
Epworth IA,IA52045 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000

One City United

907 Independence Avenue
Waterloo,IA50703 		None PC NEEDS BASED 10,000

Opening Doors

2100 Asbury Rd
Dubuque,IA52001 		None PC NEEDS BASED 10,000

Operation Fresh Start

2670 Milwaukee St
Madison,WI53704 		None PC NEEDS BASED 10,000
Owen Krug


442 Ridgeway Ct
Atkins,IA52206 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Paul Schwendinger


3270 Spring Valley Rd
Dubuque,IA52001 		None I NEEDS BASED 525
Payton LuGrain


14473 Prairie Lane
East Dubuque,IL61025 		None I NEEDS BASED 1,000
Peyton Downing


605 Franklin St
Scales Mound,IL61075 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Preston Schmidt


1784 Sarah Street
Dubuque,IA52001 		None I NEEDS BASED 1,000

Project Iowa

4801 Franklin Avenue
Des Moines,IA50310 		None PC NEEDS BASED 5,000
Rachel Jenkins


5480 Kirkwood Blvd SW Apt 2
Cedar Rapids,IA52404 		None I NEEDS BASED 774
Rebecca Rupp


105 First St
Cobb,WI53526 		None I NEEDS BASED 1,500
Reelyn Dreessens


792 State Road 11
Hazel Green,WI53811 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Regina Turner


733 SE 27th Ct
Des Moines,IA50317 		None I NEEDS BASED 2,000
Ronda Davis


2622 Queen St
Dubuque,IA52001 		None I NEEDS BASED 5,000
Ryan Francois


2025 Lincoln Ave
Dubuque,IA52001 		None I NEEDS BASED 1,000
Ryan Hoppenjan


3702 Droessler Court
Kieler,WI53812 		None I NEEDS BASED 1,000
Rylee McCartney


3977 NE Miner Rd
Galena,IL61036 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Samuel Swanson


2820 Scenic Pl
West Des Moines,IA50265 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Sarah Foster


1126 Leavitt St
Waterloo,IA50702 		None I NEEDS BASED 1,500
Sarah Voelker


12 Gay Street
Delhi,IA52223 		None I NEEDS BASED 1,000
Sean Steinbrech


3704 Hawk Ave SW
Cedar Rapids,IA52404 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
Shalantha Ford


2300 SE 17th Ct
Des Moines,IA50320 		None I NEEDS BASED 2,745
Shane Fuller


370 Winona St
Dubuque,IA52001 		None I NEEDS BASED 2,500
Shaun Tournier


2809 E Bremer Ave Apt B
Waverly,IA50677 		None I NEEDS BASED 934
Shawnell Rush


526 E 4th St
Glidden,IA51443 		None I NEEDS BASED 2,500
Sheena Sewell


908 SE 10th Ln
Grimes,IA50111 		None I NEEDS BASED 400

Sinsinawa Dominicans Inc

585 County Road Z
Sinsinawa,WI53824 		None PC NEEDS BASED 10,000
Skyler Soppe


824 Kane Street
Dubuque,IA52001 		None I NEEDS BASED 1,000

Southwest Opportunities Center Inc

1600 Industrial Park Road
Lancaster,WI53813 		None PC NEEDS BASED 5,000
Stacey Hugill


960 Jackson St Apt 1
Platteville,WI53818 		None I NEEDS BASED 196
Stephanie McCord


735 Brandon Ave Apt C
Hiawatha,IA52233 		None I NEEDS BASED 775
Steven Brillion


613 W Ashley St
Jacksonville,FL32202 		None I NEEDS BASED 400

Stonehill Benevolent Foundation

3485 Windsor Ave
Dubuque,IA52001 		None PC NEEDS BASED 10,000
Tanner Fowler


320 Broadway St
Platteville,WI53818 		None I NEEDS BASED 1,000
Tapanga Sheldon


188 Holiday Lodge Road
North Liberty,IA52317 		None I NEEDS BASED 2,800
Tarnetta Carter


1252 Office Park Rd Apt13
West Des Moines,IA50265 		None I NEEDS BASED 1,580
Tasha Summers


1324 Wall St
Webster City,IA50595 		None I NEEDS BASED 2,000
Taylor Worrall


2152 Comanche Drive
Asbury,IA52002 		None I NEEDS BASED 2,500
Terri Brokel


254 4th Street N 4
Springville,IA52336 		None I NEEDS BASED 1,000

The Dream Center

611 Southgate Avenue
Iowa City,IA52240 		None PC NEEDS BASED 5,000

The Fountain of Youth Program

220 W 7th Street
Dubuque,IA52001 		None PC NEEDS BASED 5,000

The Iowa Center for Economic Success

2210 Grand Ave
Des Moines,IA50312 		None PC NEEDS BASED 5,000

The New Bohemian Innovation Collaborative Inc

415 12th Ave SE
Cedar Rapids,IA52401 		None PC NEEDS BASED 5,000
Thelma Galdamez


1517 Dearborn Ave
Evansdale,IA50807 		None I NEEDS BASED 1,000
Tim Gronau


10117 Boleyn Rd
Dubuque,IA52001 		None I NEEDS BASED 1,000
Toni Roquet


712 Tanglewood Drive
Manchester,IA52057 		None I NEEDS BASED 100
Tracee Smith


1009 S Cecelia St
Sioux City,IA51106 		None I NEEDS BASED 2,122
Tre Creamer


6737 Schroeder Rd Apt 7
Madison,WI53711 		None I NEEDS BASED 990
Trent Mezera


1275 High Bluff St
Dubuque,IA52002 		None I NEEDS BASED 1,000
Trevor Kluesner


641 Kane Street
Dubuque,IA52001 		None I NEEDS BASED 1,000
Tyler Hill


1935 Shelby Street
Dubuque,IA52001 		None I NEEDS BASED 1,000
Tyler Peck


865 Orchard Rd
Marion,IA52302 		None I NEEDS BASED 400
Vaughan Lacey


455 N 4th St
Platteville,WI53818 		None I NEEDS BASED 1,000
Victor Mowery


893 Strauss Street
Dubuque,IA52001 		None I NEEDS BASED 1,000

Waypoint Services for Women Children and Families

318 5th St SE
Cedar Rapids,IA52401 		None PC NEEDS BASED 10,000
William Kroneman


7668 16th Ave
Luzerne,IA52257 		None I COLLEGE/UNIVERSITY SCHOLARSHIP 2,000
William Ryder


506 Elm St
Red Oak,IA51566 		None I NEEDS BASED 3,500

Willis Dady Homeless Services

1247 4th Ave SE
Cedar Rapids,IA52403 		None PC NEEDS BASED 10,000
Yelitza Jass


611 S 7th Avenue
Marshalltown,IA50158 		None I NEEDS BASED 2,000
Yolisa Lewis


1794 Mary Drive
Marion,IA52302 		None I NEEDS BASED 1,500
Zach Martin Lauren Von Muenster


106 Grove St
Calamus,IA52729 		None I NEEDS BASED 1,000
Zachary Ries


208 W Elm St
Manchester,IA52057 		None I NEEDS BASED 1,000
Zachory Katie Werden


1955 26th St
Marion,IA52302 		None I NEEDS BASED 1,000
Zarabeth Montgomery


2065 Pasadena Dr Apt 1
Dubuque,IA52001 		None I NEEDS BASED 400
Total .................................right arrow 3a 557,646
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ........... 		    14 359  
4 Dividends and interest from securities ....     14 235,528  
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 ............ 		    18 278,372  
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) ..   514,259  
13Total. Add line 12, columns (b), (d), and (e)..................
13
514,259
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 6,917


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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
1000 Jackson St
 
Dubuque, IA52001

$ 133,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0

TY 2024 InvestmentsCorpStockSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
32308 shares of ARTISAN INTERNATIONAL ADV APDIX 866,832 866,832
16099 shares of JP MORGAN VALUE ADVANTAGE INS JVAIX 605,178 605,178
709 shares of VANGUARD INDEX TR SP 500 ADM CL VFIAX 384,801 384,801
500 shares of BECTON DICKINSON CO COM 113,435 113,435
1000 shares of CATERPILLAR INC DEL COM 362,760 362,760
750 shares of DEERE CO COM 317,775 317,775
5000 shares of HORMEL FOODS CORP COM 156,850 156,850
1000 shares of ILLINOIS TOOL WKS INC COM 253,560 253,560
27027 shares of AMERICAN CENTURY MID CAP VALUE Y 420,543 420,543
5687 shares of T ROWE PRICE GROWTH ST 602,431 602,431
11404 shares of FIDELITY ADV INTL SM CAP Z FIQIX 350,776 350,776
3348 shares of VANGUARD EXPLORER FUND 357,743 357,743
1863 shares of KENVUE INC CORP 39,775 39,775
250 shares of WK KELLOGG CO CORP 4,498 4,498
8638 shares of FEDERATED HERMES MDT MID CAP GROWTH FUND FGSIX 535,131 535,131
5365 shares of MACQUARIE SMALL CAP VALUE FD CL R6 DVZRX 375,247 375,247

TY 2024 InvestmentsOtherSchedule2
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS FINANCIAL SQUARE FMV 93,714 93,714
CHAMPAIGN CNTY IL SCH FMV 50,000 50,000
FRANKLIN CORE PLUS BOND FUND FKSAX FMV 419,576 419,576
VANGUARD FIXED INCOME GNMA ADM CL VFIJX FMV 19,100 19,100
JACKSON COUNTY MO SCH DIST FMV 98,201 98,201
FAIRFIELD OH CITY SCH DIST FMV 94,999 94,999
GUGGENHEIM FDS TR TTL RET GIBIX FMV 783,462 783,462
CHIPPEWA VALLEY MI FMV 46,232 46,232
AMG BEUTEL GOODMAN CORE PLUS BOND I ADLIX FMV 744,240 744,240
PERFORMANCE TRUST TOTAL RETURN BOND FUND FMV 780,267 780,267
PIMCO MODERATE DURATION FUND PMDRX FMV 223,375 223,375
US TREASURY NOTE 5 DUE 9/30/25 FMV 42,615 42,615

TY 2024 LegalFeesSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 16,947     16,947


TY 2024 OtherExpensesSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Software Expense 13,438      


TY 2024 OtherIncreasesSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Unrealized Gain 300,967
Book/Tax stock basis 804


TY 2024 OtherProfessionalFeesSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 18,479 18,479    
Personal Service Fees 16,800     16,800
Dues 472      
Review Fees 10,000      


TY 2024 TaxesSchedule
Name:
Dupaco RW Hoefer Foundation
EIN:
45-4145438
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax paid on net investment income 2,543