Skip to content

Wisconsin · Private foundation

Phyllis & Walter Malzahn Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$111k
Granted FY2023
53
Itemized grants FY2023
52
Organizations funded FY2023
21%
First-time grantees FY2023
Read the full brief
Itemized, FY2023
$94k
The rest is grants the schedule does not break out
Median grant, FY2023
$1,500
Largest grant, FY2023
$10,000
Organizations funded a year
47 to 52
FY2019 to FY2023
States reached, FY2023
10
Total assets, FY2023
$1.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 21% of the organizations Phyllis & Walter Malzahn Charitable Trust funded were first-time grantees, receiving 22% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202352$91k21%
FY201947$77kn/a
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$27kHealth$26kHuman Services$26kHousing & Shelter$23kEnvironment$20kArts & Culture$14kCivil Rights$8kReligion$7kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 45 grantees
All grantees of Phyllis & Walter Malzahn Charitable Trust by total granted
GranteeTotal grantedYearsShare of their budget
Washington County Charitable Foundation Inc$10,00015%
Neighborhood House of Milwaukee Inc$8,00020%
Restoring Lands Inc$6,00020%
LymeLight Foundation$5,50020%
Self Enhancement Inc$5,10020%
Transition Projects Inc$5,00020%
Milwaukee Rescue Mission$4,0002n/a
The Threshold Incorporated$4,00020%
Washington County Historical Society Inc$4,00021%
Literacy Services of Wisconsin Inc$4,00020%
Milwaukee Public Museum Inc$4,00020%
Friends Inc$4,00020%
American Civil Liberties Union Foundation Inc$3,75020%
Glacier Hockey Association$3,50021%
Deschutes River Alliance$3,50021%
Bienestar Inc$3,25020%
Lake Chelan Bach Fest$3,00022%
Riveredge Nature Center Inc$3,00020%
Oregon Food Bank$3,00020%
United Way of Washington County Inc$3,00020%
Real Life Church Lake Chelan$3,0002n/a
Maldef - Mexican American Legal Defense and Educational Fund$2,50020%
Deschutes Land Trust$2,50020%
The Freshwater Trust$2,50020%
Global Lyme Alliance Inc$2,00010%
Foys to Blacktail Trails Inc$2,00021%
Ecotrust$2,00020%
Dr James E Albrecht Free Clinic Inc$2,00021%
Catholic Charities$2,0002n/a
Join$2,00020%
Friendly House Inc$2,00020%
New Avenues for Youth Inc$1,75020%
Rape Abuse & Incest National Network (RAINN)$1,75020%
The 4th Dimension Recovery Center$1,75020%
Friends of the Flathead Avalanche Center Inc$1,25020%
Regional Arts & Culture Council$1,00010%
The Tiny Lives Foundation$1,00010%
Planned Parenthood of the Columbia Willamette Inc$1,00010%
Pacific Lutheran University$1,00020%
Black United Fund of Oregon$1,00010%
Casa for Kids Inc$1,00010%
The Portland Playhouse$60010%
Pomfret School Incorporated$60010%
Seven Acres Foundation$50010%
Wenatchee Valley Humane Society Inc$50010%

What it could do for these grantees

Plus 13 recipients with no EIN on record ($38k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Phyllis & Walter Malzahn Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWashington County Charitable Foundation Inc: $10,000 over 1y, 4.7% of budgetNeighborhood House of Milwaukee Inc: $8,000 over 2y, 0.2% of budgetRestoring Lands Inc: $6,000 over 2y, 0.2% of budgetLymeLight Foundation: $5,500 over 2y, 0.4% of budgetSelf Enhancement Inc: $5,100 over 2y, 0.0% of budgetTransition Projects Inc: $5,000 over 2y, 0.0% of budgetThe Threshold Incorporated: $4,000 over 2y, 0.0% of budgetWashington County Historical Society Inc: $4,000 over 2y, 0.7% of budgetLiteracy Services of Wisconsin Inc: $4,000 over 2y, 0.1% of budgetMilwaukee Public Museum Inc: $4,000 over 2y, 0.0% of budgetFriends Inc: $4,000 over 2y, 0.3% of budgetAmerican Civil Liberties Union Foundation Inc: $3,750 over 2y, 0.0% of budgetGlacier Hockey Association: $3,500 over 2y, 1.1% of budgetDeschutes River Alliance: $3,500 over 2y, 0.5% of budgetBienestar Inc: $3,250 over 2y, 0.0% of budgetLake Chelan Bach Fest: $3,000 over 2y, 2.0% of budgetRiveredge Nature Center Inc: $3,000 over 2y, 0.1% of budgetOregon Food Bank: $3,000 over 2y, 0.0% of budgetUnited Way of Washington County Inc: $3,000 over 2y, 0.1% of budgetMaldef - Mexican American Legal Defense and Educational Fund: $2,500 over 2y, 0.0% of budgetDeschutes Land Trust: $2,500 over 2y, 0.1% of budgetThe Freshwater Trust: $2,500 over 2y, 0.0% of budgetGlobal Lyme Alliance Inc: $2,000 over 1y, 0.1% of budgetFoys to Blacktail Trails Inc: $2,000 over 2y, 1.2% of budgetEcotrust: $2,000 over 2y, 0.0% of budgetDr James E Albrecht Free Clinic Inc: $2,000 over 2y, 0.7% of budgetJoin: $2,000 over 2y, 0.0% of budgetFriendly House Inc: $2,000 over 2y, 0.0% of budgetNew Avenues for Youth Inc: $1,750 over 2y, 0.0% of budgetRape Abuse & Incest National Network (RAINN): $1,750 over 2y, 0.0% of budgetThe 4th Dimension Recovery Center: $1,750 over 2y, 0.1% of budgetFriends of the Flathead Avalanche Center Inc: $1,250 over 2y, 0.3% of budgetRegional Arts & Culture Council: $1,000 over 1y, 0.0% of budgetThe Tiny Lives Foundation: $1,000 over 1y, 0.2% of budgetPlanned Parenthood of the Columbia Willamette Inc: $1,000 over 1y, 0.0% of budgetPacific Lutheran University: $1,000 over 2y, 0.0% of budgetBlack United Fund of Oregon: $1,000 over 1y, 0.1% of budgetCasa for Kids Inc: $1,000 over 1y, 0.1% of budgetThe Portland Playhouse: $600 over 1y, 0.1% of budgetPomfret School Incorporated: $600 over 1y, 0.0% of budgetSeven Acres Foundation: $500 over 1y, 0.0% of budgetWenatchee Valley Humane Society Inc: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 42.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a loosely connected circle, clustered around a few shared anchors.

Meyer Memorial TrustOR22.8× affinity9 shared granteesties to 6 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Meyer Memorial Trust · The Oregon Community Foundation · Oscar & Augusta Schlegel Fdn · West Bend Community Foundation Inc · United Way of the Columbia-Willamette · The Collins Foundation · Westbury Bank Charitable Foundation · Melitta S and Joan M Pick Charitable Trust · Marie Lamfrom Charitable Foundation Trust · Greater Milwaukee Foundation Inc · Rose E Tucker Charitable Trust · The Jackson Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Phyllis & Walter Malzahn Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Phyllis & Walter Malzahn Charitable Trust?

Find your warmest path to Phyllis & Walter Malzahn Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Phyllis & Walter Malzahn Charitable Trust

How much does Phyllis & Walter Malzahn Charitable Trust give?
Phyllis & Walter Malzahn Charitable Trust reported 53 itemized grants totaling $93,500, out of $111,000 in total grant expense reported on the return in its FY2023 IRS filing. It funded between 47 and 52 organizations a year over FY2019 to FY2023.
What does Phyllis & Walter Malzahn Charitable Trust fund?
By grant dollars over FY2019 to FY2023, its largest causes are Education (4%), Health (4%), Human Services (4%).
Who are Phyllis & Walter Malzahn Charitable Trust's largest grantees?
By total granted over FY2019 to FY2023: Washington County Charitable Foundation Inc ($10k), Neighborhood House of Milwaukee Inc ($8k), Restoring Lands Inc ($6k).
Does Phyllis & Walter Malzahn Charitable Trust fund new organizations?
In FY2023, 21% of the organizations it funded were first-time grantees.
Does Phyllis & Walter Malzahn Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Phyllis & Walter Malzahn Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Meyer Memorial Trust, The Oregon Community Foundation, Oscar & Augusta Schlegel Fdn.
Where is Phyllis & Walter Malzahn Charitable Trust based?
Phyllis & Walter Malzahn Charitable Trust is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 59 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $31k of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

Play a game based on Phyllis & Walter Malzahn’s filings →

More from the funding graph