Koeppen-Gerlach Foundation
Koeppen-Gerlach Foundation is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $970K in total assets. In 2025, it awarded 4 grants totaling $120K. Net investment income was $130K.
Koeppen-Gerlach Foundation at a glance
In short: Koeppen-Gerlach Foundation gave $120K across 4 grants in 2025 (avg $30K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,000
- +60.0% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $30,000
- +140.0% vs 2024
- Median grant
- $7,500
- Total assets
- $969,701
- +3.6% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Koeppen-Gerlach Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Conservancy for Healing and Heritag ($100K). Together the top 4 received $120K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 30 grants of 31 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Koeppen-Gerlach Foundation gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 280% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $65K (2023) to $125K (2022). In 2025 it made 4 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Conservancy for Healing and Heritag Franklin, WI | Program Support | $100,000 |
| Versiti Blood Research Institute Milwaukee, WI | Program Support | $10,000 |
| Milwaukee County Historical Society Milwaukee, WI | Program Support | $5,000 |
| Milwaukee Institute of Art Design Milwaukee, WI | Program Support | $5,000 |
Ready to take the next step with Koeppen-Gerlach Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $969,701 | $140,658 | $132,239 | $120,000 | 4 | $120,000 | $129,853 | $42,845 |
| 2024 | $935,702 | $58,780 | $97,338 | $75,000 | 6 | $75,000 | $41,027 | $86,123 |
| 2023 | $1,001,515 | $200,503 | $89,135 | $65,000 | 5 | $65,000 | $177,368 | $83,435 |
| 2022 | $891,501 | $79,503 | $153,104 | $125,000 | 8 | $125,000 | $48,506 | $101,978 |
| 2021 | $964,981 | $29,612 | $131,759 | $100,000 | 8 | — | $3,809 | $91,907 |
Under IRS private-foundation payout rules, Koeppen-Gerlach Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Koeppen-Gerlach Foundation is led by David Affeldt, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Affeldt
President
On filings since 2021
1 hr/week
No compensation reported
Thomas Boettcher
Vice President
On filings since 2021
1 hr/week
No compensation reported
Thomas Tuttle
Treasurersecretary
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Koeppen-Gerlach Foundation
How much does Koeppen-Gerlach Foundation give each year?
Koeppen-Gerlach Foundation gave $120K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 6 grants.
What is Koeppen-Gerlach Foundation's typical grant size?
Koeppen-Gerlach Foundation's median grant in 2025 was $7,500, and its average grant was $30,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does Koeppen-Gerlach Foundation give grants?
Koeppen-Gerlach Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (3 grants).
Does Koeppen-Gerlach Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Koeppen-Gerlach Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (4 grants).
How large is Koeppen-Gerlach Foundation?
Koeppen-Gerlach Foundation reported $970K in total assets on its 2025 IRS Form 990-PF. It paid out $120K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
What is Koeppen-Gerlach Foundation's EIN?
Koeppen-Gerlach Foundation's EIN (Employer Identification Number) is 39-2002931. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Koeppen-Gerlach Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Marcus Corporation Foundation Inc
Milwaukee, WI
Marcus Corporation Foundation supports community-based nonprofits in the greater Milwaukee area working in economic and community vitality, health and human services, education, and conservation. Its 2025 grants ranged from $200 to $50,000, with a median of $5,000. It accepts written requests, reviewed annually in December.
Assets
$4.5M
Grants
17
Total Given
$149K
Olive & Eunice Toussaint Fdn INV Agy
Milwaukee, WI
The foundation supported organizations in education, museums and cultural preservation, and youth development, making 24 grants in 2024 ranging from $2,000 to $60,000, with a median of $8,750. Most funding went to Wisconsin (81%), with grants also in Texas and California. It accepts requests by letter to David A. Affeldt describing the proposed use of the grant; no deadline is listed.
Assets
$2.2M
Grants
24
Total Given
$318K
Usinger Foundation Inc
Milwaukee, WI
The foundation funds charitable organizations, with recent grants supporting food assistance, education, health and family services, domestic-violence response, and scientific purposes; giving primarily focuses on the Milwaukee area. Its 2025 grants ranged from $250 to $5,000, with a median of $1,000. It accepts requests by letter with background information, and donations are generally considered in December.
Assets
$70K
Grants
19
Total Given
$20K
Evan & Marion Helfaer Foundation
Elm Grove, WI
The Evan & Marion Helfaer Foundation supports Wisconsin organizations across education, health, conservation, culture, and human services. In 2025, it made 94 grants ranging from $350 to $400,000, with a median grant of $1,500; it accepts requests using a written form and lists no deadlines.
Assets
$16.3M
Grants
94
Total Given
$1.0M
Laskin Family Foundation Inc
Milwaukee, WI
The foundation supports a range of charitable organizations, including arts and cultural groups, community services, and scholarships, primarily in Wisconsin, with additional giving in New Mexico and Pennsylvania. Its 2025 grants ranged from $1,000 to $240,000, with a median of $10,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$5.9M
Grants
29
Total Given
$1.0M
Maihaugen Foundation Inc Agency
La Crosse, WI
The foundation primarily funds cultural, environmental, and historic-preservation work, with some support for education, libraries, and human services. Recent grants ranged from $2,500 to $25,000, with a median of $5,000; it mainly supports organizations in Door County and Milwaukee, Wisconsin, and also funds recipients in Colorado. It accepts proposals; applicants should submit a one- to two-page request with the organization’s IRS determination letter.
Assets
$4.6M
Grants
30
Total Given
$240K
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Koeppen-Gerlach Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Koeppen-Gerlach Foundation down — hundreds of funders to go?