PHYLLIS & WALTER MALZAHN CHARITABLE TRUST
Total Given 2020–2023
$428K
4 grants · $107K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$103K
typical big bets · $95K–$181K
grant size
100%
deep partner · 1/1 multi-year
repeat
$2.3M
Assets · 2021
1
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4142975750
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $95K | $2.1M | $134K | 1 |
| 2021 | $41K | $2.3M | $183K | 1 |
| 2022 | $181K | $1.8M | $54K | 1 |
| 2023 | $111K | $1.9M | $38K | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$41K
25th Pctl
$95K
Median
$103K
Average
$107K
75th Pctl
$181K
Maximum
$181K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| GEORGE A DIONISOPOULOS | TRUSTEE | $10K |
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| SEE ATTACHED SCHEDULE | MILWAUKEE, WI | $181,000 | UNRESTRICTED | 2022 |
| SEE ATTACHED SCHEDULE | MILWAUKEE, WI | $111,000 | UNRESTRICTED | 2023 |
| SEE ATTACHED SCHEDULE | MILWAUKEE, WI | $95,000 | UNRESTRICTED | 2020 |
| SEE ATTACHED SCHEDULE | MILWAUKEE, WI | $41,000 | UNRESTRICTED | 2021 |