The Wisconsin State Capitol

Form 990-PFTax year 2025EIN 39-2002931

Koeppen-Gerlach Foundation

A private foundation in Milwaukee, WI. Its return for tax year 2025 lists 4 grants and $120,000 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
David Affeldt Koeppen Gerlach FDTN
8741 W National Ave
Milwaukee, WI 53227
(414) 321-4560
[email protected]
Form and materials
Written
Deadlines
None
Restrictions
According to bylaws

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $120,000

    Grants listed
    4
    Assets, end of year
    $969,701
  • Tax year 2024

    $242,500

    Grants listed
    6
    Assets, end of year
    $961,282
  • Tax year 2023

    $75,000

    Grants listed
    6
    Assets, end of year
    $935,702
  • Tax year 2022

    $65,000

    Grants listed
    5
    Assets, end of year
    $1,001,515
  • Tax year 2021

    $125,000

    Grants listed
    8
    Assets, end of year
    $891,501
  • Tax year 2020

    $100,000

    Grants listed
    8
    Assets, end of year
    $964,981
  • Tax year 2019

    $55,000

    Grants listed
    5
    Assets, end of year
    $1,066,809
  • Tax year 2018

    $112,500

    Grants listed
    9
    Assets, end of year
    $974,449

Grants paid in 2025

4 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Program support

    $100,000
  2. Versiti Blood Research InstituteMilwaukee, WI

    Program support

    $10,000
  3. Milwaukee County Historical SocietyMilwaukee, WI

    Program support

    $5,000
  4. Milwaukee Institute of Art DesignMilwaukee, WI

    Program support

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $10,00067% of the total
  2. Arts and culture1 grant $5,00033% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin3 grants $20,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David AffeldtPRESIDENT Hours 1Pay $0
  • Thomas BoettcherVICE PRESIDENT Hours 1Pay $0
  • Thomas TuttleTREASURERSECRETARY Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Haskell FoundationMilwaukee, WI 5 grants Preselected only $116,392 giving
  2. Roland & Elizabeth Howard CharitableMilwaukee, WI 4 grants Preselected only $112,500 giving
  3. Ames Family Legacy FoundationMilwaukee, WI 7 grants Preselected only $100,000 giving
  4. Lora A Stuart Trust Colorado NatlMilwaukee, WI 2 grants Preselected only $99,858 giving
  5. Raymond E Porter Jr FBO Carol SearsMilwaukee, WI 7 grants Preselected only $99,048 giving