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Phyllis & Walter Malzahn Charitable Trust at a glance

· 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
Grants FY2023
10
States reached
$10k
Largest
01What it fundsRead
02Its granteesRead
03Its fieldRead
04Through PlinthRead
01What it funds
0193% 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
02FY2023 · 53 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 53 grants below total $93,500, the rows itemized in this filing. The $111,000 headline is the total grant expense on the return; the other $17,500 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2023

  • Under $10k52 grants · $84k
  • $10k–50k1 grant · $10k
$1,500
Median grant
10
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
Washington County Campus Foundation$10,000
Salvation Army$4,000
Neighborhood House of Milwaukee, Inc.$4,000
Lake Chelan Habitat for Humanity$3,000
Self Enhancement, Inc.$3,000
Ozaukee Washington Land Trust, Inc.$3,000
Lymelight Foundation$3,000
Lake Chelan Health & Wellness Foundation$3,000
Glacier Hockey Association$2,500
Transition Projects, Inc.$2,500
BIENESTAR$2,500
ACLU Foundation$2,000
Milwaukee Rescue Mission$2,000
Deschutes River Alliance$2,000
Washington County Historical Society Inc.$2,000
02Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

80%of every dollar goes to organizations it has funded before.
$134k · 41 repeat orgs$34k to everyone else

41 repeat relationships: 41 still active in FY2023, 0 since wound down; 11 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

41
6

Total granted

$134k
$14k

Median revenue growth · since first grant

+50%
+58%

Still filing today

76%
33%

New vs renewed · share of each year

In FY2023, 78% of grant dollars renewed an existing relationship; $20k went to new ones.

50%100%’19’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’23
Human ServicesHealthEnvironmentArts & CultureEducationCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • NEIGHBORHOOD HOUSE OF MILWAUKEE INC
    2× · 2019–2023 · $8k · revenue +20%
  • RL
    RESTORING LANDS INC
    2× · 2019–2023 · $6k · revenue +143%
  • LF
    LymeLight Foundation
    2× · 2019–2023 · $6k · revenue +72%

Funded once

  • UO
    University of Wisconsin - Washington County
    one grant, 2019 · $10k
  • PP
    Planned Parenthood
    one grant, 2019 · $1k
  • AF
    Ascent Funding
    one grant, 2019 · $750
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Oregon Agricultural Trust

Oregon agricultural trust partners with farmers and ranchers to protect agricultural lands for the benefit of oregons economy, communities, and landscapes.

Environment
2
Great Peninsula Conservancy

Preserve in perpetuity the natural habitats, rural landscapes, and open spaces of the great peninsula of washington's puget sound.

Environment
3
Fsc I&P

Fsc i&p promotes environmentally appropriate, socially beneficial, and economically viable management of the world's forests. this mission aligns with the forest stewardship council (fsc), its network of offices, and other organizations.…

Philanthropy
4
Washington Wild

Washington wild protects and restores wild lands and waters in washington state through advocacy, education and civic engagement.

Animals
5
Western Rivers Conservancy

Western rivers conservancy's mission is to protect outstanding river ecosystems in the western united states. continued on schedule o.we acquire land to conserve critical habitat, provide public access for compatible use and enjoyment, and…

Environment
6
Wallowa Land Trust

Our mission is to protect the rural nature of Wallowa County by working cooperatively with private landowners,indigenous people, local communities and governmental entities to conserve land.

Environment
7
Whatcom Land Trust

The mission of the Whatcom Land Trust is to preserve and protect wildlife habitat, scenic, agricultural and open space lands in Whatcom County for future generations by securing interests in land and promoting land stewardship.

Environment
8
Cowiche Canyon Conservancy

Protecting our shrub-steppe and connecting people to this vanishing landscape.

—
9
Washington Wildlife & Recreation Coalition

Creating a greener, healthier, more equitable, and better Washington for all through community outreach, network building, and advocacy for conservation and outdoor recreation funding.

—
10
McKenzie River Trust

Acquire and manage land and conservation easements through purchase and donation to ensure long term conservation of clean water, fish and wildlife habitat, and other community values.

Environment
11
Puget Sound Restoration Fund

To restore habitat, water quality and native species in the puget sound

Environment
12
Life Science Washington

Life science washington is a non-profit trade and professional association dedicated to promoting innovation and responsible growth in the life sciences and biomedical industries in the state of washington. promotion and education are…

—
How this is measured
The grantee most central to the portfolio’s shape is Friends Inc; the most unlike its peers is Lake Chelan Bach Fest. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

43 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 43 of the 59 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
14
Early backer (in before they grew)
43/43
Grantees still filing
32/43
Grew since first funded

Where the money sits, by cause and then by grantee

University of Wisconsin - Washington County: $10,000 · OtherUniversity of Wisconsin - Washington CountySalvation Army: $8,000 · OtherSalvation ArmySELF ENHANCEMENT INC: $5,100 · OtherSELF ENHANCEMENT INCTransition Projects Inc: $5,000 · OtherTransition Projects IncLake Chelan Habitat for Humanity: $5,000 · OtherLake Chelan Habitat for HumanityMILWAUKEE RESCUE MISSION: $4,000 · OtherTHE THRESHOLD INCORPORATED: $4,000 · OtherSt. Benedict the Moor: $4,000 · OtherGLACIER HOCKEY ASSOCIATION: $3,500 · OtherAMERICAN CIVIL LIBERTIES UNION FOUNDATION INC: $3,750 · OtherBIENESTAR INC: $3,250 · Other+21 more: $36,850 · Other+21 moreNEIGHBORHOOD HOUSE OF MILWAUKEE INC: $8,000 · Human ServicesNEIGHBORHOOD HO…LymeLight Foundation: $5,500 · Human ServicesLymeLight Found…FRIENDS INC: $4,000 · Human ServicesFRIENDS INCJOIN: $2,000 · Human ServicesJOINFRIENDLY HOUSE INC: $2,000 · Human ServicesFRIENDLY HOUSE …CASA FOR KIDS INC: $1,000 · Human Services+1 more: $500 · Human ServicesWASHINGTON COUNTY CHARITABLE FOUNDATION INC: $10,000 · EducationWASHINGTON…LITERACY SERVICES OF WISCONSIN INC: $4,000 · EducationLITERACY S…Pacific Lutheran University: $1,000 · EducationPacific Lu…POMFRET SCHOOL INCORPORATED: $600 · EducationRESTORING LANDS INC: $6,000 · EnvironmentRESTORING…DESCHUTES RIVER ALLIANCE: $3,500 · EnvironmentDESCHUTES…RIVEREDGE NATURE CENTER INC: $3,000 · EnvironmentRIVEREDGE…Deschutes Land Trust: $2,500 · EnvironmentDeschutes…WASHINGTON COUNTY HISTORICAL SOCIETY INC: $4,000 · Arts & CultureMILWAUKEE PUBLIC MUSEUM INC: $4,000 · Arts & CultureRegional Arts & Culture Council: $1,000 · Arts & CultureTHE PORTLAND PLAYHOUSE: $600 · Arts & CultureLAKE CHELAN HEALTH AND WELLNESS FOUNDATION: $5,000 · PhilanthropyUNITED WAY OF WASHINGTON COUNTY INC: $3,000 · PhilanthropyBLACK UNITED FUND OF OREGON: $1,000 · PhilanthropyGLOBAL LYME ALLIANCE INC: $2,000 · HealthRape Abuse & Incest National Network (RAINN): $1,750 · HealthTHE 4TH DIMENSION RECOVERY CENTER: $1,750 · HealthTHE TINY LIVES FOUNDATION: $1,000 · HealthPLANNED PARENTHOOD OF THE COLUMBIA WILLAMETTE INC: $1,000 · Health
Other$92,450Human Services$23,000Education$15,600Environment$15,000Arts & Culture$9,600Philanthropy$9,000Health$7,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetLAKE CHELAN HEALTH AND WELLNESS FOUNDATION: $5,000 over 2y, 5.9% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 TrustThe Oregon Community …Oscar & Augusta Schle…West Bend Community F…United Way of the Col…The Collins FoundationWestbury Bank Charita…Melitta S and Joan M …Marie Lamfrom Charita…Greater Milwaukee Fou…Rose E Tucker Charita…The Jackson Foundation
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.
04Through Plinth

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.

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

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home