2024-11-13T16:58:48-05:00 2024-06-30 391441716 AFFELDT LAW OFFICES SC 8741 W NATIONAL AVENUE WEST ALLIS WI 53227 990PF 2023-07-01 392002931 KOEPPEN-GERLACH FOUNDATION KOEP 8741 W NATIONAL AVE MILWAUKEE WI 53227 DAVID AFFELDT PRESIDENT 4143214560 2024-11-12 true true David A Affeldt P01235630 4143214560 2024-11-13 2023 2024-10-15 13:58:12Z X 1876673 X X 13 13 37269 37269 21479 64316 21479 19 58780 58761 3300 3300 5232 628 13806 13806 22338 17734 0 75000 75000 97338 17734 75000 -38558 41027 0 336676 286193 286193 664839 649509 1590480 1001515 935702 1876673 0 0 X 1001515 935702 1001515 935702 1001515 935702 1001515 -38558 962957 27255 935702 PROVIDENT TRUST COMPANY P 2016-01-24 2023-12-31 64316 42837 21479 21479 21479 570 0 570 0 570 2465 2465 1895 1895 false false false false false false true true WI true false false false false true DAVID AFFELDT 4143214560 8741 W NATIONAL AVE MILWAUKEE WI 53227 false false false false false false false false false false false false false false false false false false false false DAVID AFFELDT 8741 W NATIONAL AVE MILWAUKEE WI 53227 PRESIDENT 1.00 0 0 0 THOMAS BOETTCHER 8741 W NATIONAL AVE MILWAUKEE WI 53227 VICE PRESIDENT 1.00 0 0 0 THOMAS TUTTLE 8741 W NATIONAL AVE MILWAUKEE WI 53227 TREASURERSECRETARY 1.00 0 0 0 NONE 0 NONE NA 0 NA 0 1418953 341312 0 1760265 0 1760265 26404 1733861 86693 86693 570 570 86123 86123 86123 75000 75000 86123 35573 8093 23022 66688 75000 75000 11123 11123 55565 0 24450 31115 8093 23022 DAVID AFFELDT KOEPPEN GERLACH FDTN 8741 W NATIONAL AVE MILWAUKEE WI 53227 4143214560 DAVID.AFFELDT@AFFELDTLAW.COM WRITTEN NONE ACCORDING TO BYLAWS MILWAUKEE COUNTY HISTORICAL SOCIETY 910 N OLD WORLD ST MILWAUKEE WI 53203 UNRELATED PC PROGRAM SUPPORT 25000 MILWAUKEE INSTITUTE OF ART DESIGN 273 E ERIE ST MILWAUKEE WI 53202 UNRELATED PC PROGRAM SUPPORT 8000 FAITH SANTA FE LUTHERAN CHURCH 1000 S LAYTON BLVD MILWAUKEE WI 53215 UNRELATED PC PROGRAM SUPPORT 10000 MILWAUKEE PUBLIC MUSEUM 900 W WELLS ST MILWAUKEE WI 53233 UNRELATED PC PROGRAM SUPPORT 15000 TEN CHIMNEYS FOUNDATION INC S43 W31575 DEPOT RD WAUKESHA WI 53189 UNRELATED PC PROGRAM SUPPORT 10000 MILWAUKEE SYMPHONY ORCHESTRA 212 WEST WISCONSIN AVENUE MILWAUKEE WI 53203 UNRELATED PC PROGRAM SUPPORT 7000 75000 0 14 13 14 37269 18 21479 INT ON IRS REFUND 14 19 58780 58780 false false false false false false false false false false PROVIDENT TRUST COMPANY 649509 1590480 LEGAL FEES 3300 3300 0 0 ADJUSTMENT OF FAIR MARKET VALUE 27255 MANAGEMENT FEES 13744 13744 0 0 CUSTODIAL FEES 57 57 0 0 MISCELLANEOUS-ADR 5 5 0 0 INT ON REFUND 19 0 0 FOREIGN TAXES ON INVESTMENTS 628 628 0 0 2021 FEDERAL BALANCE 674 0 0 0 2022 FEDERAL BALANCE 1465 0 0 0 2023 ESTIMATE TAX PAYMENT 2465 0 0 0