Phyllis And Walter Malzahn Charitable Tr

Milwaukee, WI
Tax-exempt since July 1990
EIN: 39-6511776

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$146,910

Expenses

$123,850

Net Income

$23,060

Net Assets

$1,329,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,617	1.1%
Dividends	$46,368	31.6%
Sales of Assets	$98,925	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,046	99.4%
Compensation of Officers*	$11,500	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,329,374
Total Liabilities	$0
Net Assets	$1,329,374

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$11,500	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$38,037

Expenses

$122,423

Net Income

-$84,386

Net Assets

$1,306,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,461	3.8%
Dividends	$42,444	> 100%
Sales of Assets	-$5,868
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,695	99.4%
Compensation of Officers*	$10,500	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,306,314
Total Liabilities	$0
Net Assets	$1,306,314

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$10,500	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$54,099

Expenses

$198,902

Net Income

-$144,803

Net Assets

$1,390,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$446	0.8%
Dividends	$37,986	70.2%
Sales of Assets	$15,667	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,545	96.3%
Compensation of Officers*	$13,800	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,390,700
Total Liabilities	$0
Net Assets	$1,390,700

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$13,800	$0

990-PF

Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$183,332

Expenses

$59,754

Net Income

$123,578

Net Assets

$1,535,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$36,137	19.7%
Sales of Assets	$147,187	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,876	88.5%
Compensation of Officers*	$2,975	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,535,503
Total Liabilities	$0
Net Assets	$1,535,503

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$2,975	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$133,882

Expenses

$108,514

Net Income

$25,368

Net Assets

$1,411,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,194	25.5%
Sales of Assets	$99,688	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,239	95.1%
Compensation of Officers*	$5,950	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,411,925
Total Liabilities	$1
Net Assets	$1,411,924

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$5,950	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$78,575

Expenses

$106,777

Net Income

-$28,202

Net Assets

$1,386,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,984	54.7%
Sales of Assets	$35,591	45.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,944	96.4%
Compensation of Officers*	$10,100	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,386,557
Total Liabilities	$1
Net Assets	$1,386,556

Compensation

Key Employees and Officers	Compensation	Other
George A Dionisopoulos (Trustee)	$10,100	$0

990-PF

Filed on July 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$71,523

Expenses

$110,167

Net Income

-$38,644

Net Assets

$1,582,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,906	53.0%
Sales of Assets	$33,617	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,902	91.6%
Compensation of Officers*	$11,000	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,582,826
Total Liabilities	$0
Net Assets	$1,582,826

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$87,872

Expenses

$106,459

Net Income

-$18,587

Net Assets

$1,621,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,285	52.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,502	94.4%
Compensation of Officers*	$10,400	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,621,470
Total Liabilities	$0
Net Assets	$1,621,470

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$62,360

Expenses

$122,115

Net Income

-$59,755

Net Assets

$1,640,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,273	50.1%
Sales of Assets	$31,087	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,468	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,640,056
Total Liabilities	$0
Net Assets	$1,640,056

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$772,045

Expenses

$100,590

Net Income

$671,455

Net Assets

$1,699,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,050	0.5%
Dividends	$68,970	8.9%
Sales of Assets	$699,025	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,413	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,699,810
Total Liabilities	$0
Net Assets	$1,699,810

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$59,216

Expenses

$100,632

Net Income

-$41,416

Net Assets

$1,028,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,712	13.0%
Dividends	$41,591	70.2%
Sales of Assets	$9,913	16.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,391	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,028,354
Total Liabilities	$0
Net Assets	$1,028,354

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated April 20, 2026

Phyllis And Walter Malzahn Charitable Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001