Also known as: C/O GEORGE DIONISOPOULOS FOLEY & LARDNER LLP
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Phyllis And Walter Malzahn Charitable Trust is a private corporation based in MILWAUKEE, WI. The foundation received its IRS ruling in 1990. The principal officer is George A Dionisopoulos. It holds total assets of $1.5M. Annual income is reported at $523K. Total assets have grown from $1M in 2011 to $1.3M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Phyllis And Walter Malzahn Charitable Trust has made 4 grants totaling $514K, with a median grant of $146K. Annual giving has grown from $41K in 2021 to $111K in 2023. Grantmaking activity was highest in 2022 with $362K distributed across 2 grants. Individual grants have ranged from $41K to $181K, with an average award of $129K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
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.
Phyllis And Walter Malzahn Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
Phyllis And Walter Malzahn Charitable Trust has distributed a total of $514K across 4 grants. The median grant size is $146K, with an average of $129K. Individual grants have ranged from $41K to $181K.
Phyllis And Walter Malzahn Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Phyllis And Walter Malzahn Charitable Trust is headquartered in MILWAUKEE, WI.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| George A Dionisopoulos | TRUSTEE | $11K | $0 | $11K |
Total Giving
$122K
Total Assets
$1.3M
Fair Market Value
$1.9M
Net Worth
$1.3M
Grants Paid
$111K
Contributions
N/A
Net Investment Income
$43K
Distribution Amount
$92K
Total: $1.3M
Total Grants
4
Total Giving
$514K
Average Grant
$129K
Median Grant
$146K
Unique Recipients
1
Most Common Grant
$181K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ScheduleUNRESTRICTED | Milwaukee, WI | $111K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI