Nonprofit · EIN 39-2002931
KOEPPEN-GERLACH FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $140,658 | $132,239 | $8,419 | $969,701 | $0 | $969,701 |
| June 30, 2025 | 990-PF | $275,240 | $273,287 | $1,953 | $961,282 | $0 | $961,282 |
| June 30, 2024 | 990-PF | $58,780 | $97,338 | -$38,558 | $935,702 | $0 | $935,702 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,302
- Interest
- $8
- Net gain from sales of assets
- $120,288
- Other income
- $60
Expenses
- Grants and similar amounts paid
- $120,000
- Disbursements for charitable purposes
- $120,000
- Excise tax on investment income
- $1,805
Balance sheet and other
- Total assets, start of year
- $961,282
- Total assets, end of year
- $969,701
- Total liabilities, end of year
- $0
- Net assets, end of year
- $969,701
- Fair market value of assets
- $2,100,349
- Qualifying distributions
- $120,000
- Net investment income
- $140,658
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | PRESIDENT | 1 | $0 |
| THOMAS BOETTCHER 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | VICE PRESIDENT | 1 | $0 |
| THOMAS TUTTLE 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | TREASURERSECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | PRESIDENT | 1 | $0 |
| THOMAS BOETTCHER 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | VICE PRESIDENT | 1 | $0 |
| THOMAS TUTTLE 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | TREASURERSECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID AFFELDT 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | PRESIDENT | 1 | $0 |
| THOMAS BOETTCHER 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | VICE PRESIDENT | 1 | $0 |
| THOMAS TUTTLE 8741 W NATIONAL AVE, MILWAUKEE, WI 53227 | TREASURERSECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8741 W NATIONAL AVE, MILWAUKEE, WI 53227-1609
- In care of
- % DAVID A AFFEDLT
- Signed the 990-PF
- DAVID A AFFEDLT, PRESIDENT
- Phone
- (414) 321-4560
- Return prepared by
- AFFELDT LAW OFFICES SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-2002931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $969,701
- Income (IRS master file)
- $289,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $140,658 | $132,239 | $969,701 | IRS |
| 990-PF | June 2025 | $275,240 | $273,287 | $961,282 | XML |
| 990-PF | June 2024 | $58,780 | $97,338 | $935,702 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2002931).
Questions about KOEPPEN-GERLACH FOUNDATION INC
- What is the EIN of KOEPPEN-GERLACH FOUNDATION INC?
- The employer identification number (EIN) of KOEPPEN-GERLACH FOUNDATION INC is 39-2002931.
- Is KOEPPEN-GERLACH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to KOEPPEN-GERLACH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KOEPPEN-GERLACH FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KOEPPEN-GERLACH FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KOEPPEN-GERLACH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of KOEPPEN-GERLACH FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does KOEPPEN-GERLACH FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $140,658, expenses of $132,239 and total assets of $969,701 at year end.
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