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Koeppen-Gerlach Foundation Inc. is a private corporation based in MILWAUKEE, WI. The foundation received its IRS ruling in 2000. The principal officer is David Affeldt. It holds total assets of $961K. Annual income is reported at $432K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Wisconsin. According to available records, Koeppen-Gerlach Foundation Inc. has made 27 grants totaling $390K, with a median grant of $15K. Annual giving has decreased from $250K in 2022 to $75K in 2024. Individual grants have ranged from $5K to $25K, with an average award of $14K. The foundation has supported 11 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$15K
Average Grant
$16K
Largest Grant
$25K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Koeppen-Gerlach Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 27 grants. Its grantmaking reaches organizations primarily in WI.
Koeppen-Gerlach Foundation Inc. has distributed a total of $390K across 27 grants. The median grant size is $15K, with an average of $14K. Individual grants have ranged from $5K to $25K.
According to bylaws.
Koeppen-Gerlach Foundation Inc. is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David Affeldt | PRESIDENT | $0 | $0 | N/A |
| Thomas Tuttle | TREASURERSECRETARY | $0 | $0 | N/A |
| Thomas Boettcher | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$97K
Total Assets
$936K
Fair Market Value
$1.9M
Net Worth
$936K
Grants Paid
$75K
Contributions
N/A
Net Investment Income
$41K
Distribution Amount
$86K
Total Grants
27
Total Giving
$390K
Average Grant
$14K
Median Grant
$15K
Unique Recipients
11
Most Common Grant
$10K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Milwaukee County Historical SocietyPROGRAM SUPPORT | Milwaukee, WI | $25K | 2024 |
| Milwaukee Public MuseumPROGRAM SUPPORT | Milwaukee, WI | $15K | 2024 |
| Faith Santa Fe Lutheran ChurchPROGRAM SUPPORT | Milwaukee, WI | $10K | 2024 |
| Ten Chimneys Foundation IncPROGRAM SUPPORT | Waukesha, WI | $10K | 2024 |
| Milwaukee Institute Of Art DesignPROGRAM SUPPORT | Milwaukee, WI | $8K | 2024 |
| Milwaukee Symphony OrchestraPROGRAM SUPPORT | Milwaukee, WI | $7K | 2024 |
| Conservancy For Healing And HeritagPROGRAM SUPPORT | Franklin, WI | $20K | 2023 |
| Ten Chimneys FoundationPROGRAM SUPPORT | Waukesha, WI | $10K | 2023 |
| Historic Milwaukee IncPROGRAM SUPPORT | Milwaukee, WI | $5K | 2023 |
| Milwaukee Institute Of Art And DesiPROGRAM SUPPORT | Milwaukee, WI | $5K | 2023 |
| Cedarburg Cultural CenterPROGRAM SUPPORT | Cedarburg, WI | $5K | 2022 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI