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Nonprofit · EIN 39-6511776

PHYLLIS AND WALTER MALZAHN CHARITABLE TR

Tax-exempt · MILWAUKEE, WI 53202

Financials

$38K$122K2023$147K$124K2024$225K$47K2025
Revenue Expenses · by fiscal year end
Financials of PHYLLIS AND WALTER MALZAHN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$225,331$47,111$178,220$1,507,594$0$1,507,594
December 31, 2024990-PF$146,910$123,850$23,060$1,329,374$0$1,329,374
December 31, 2023990-PF$38,037$122,423-$84,386$1,306,314$0$1,306,314
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$52,229
Interest
$1,300
Net gain from sales of assets
$171,802

Expenses

Grants and similar amounts paid
$31,000
Compensation of officers, directors and key employees
$12,100
Disbursements for charitable purposes
$43,175
Excise tax on investment income
$3,120

Balance sheet and other

Total assets, start of year
$1,329,374
Total assets, end of year
$1,507,594
Total liabilities, end of year
$0
Net assets, end of year
$1,507,594
Fair market value of assets
$2,288,142
Qualifying distributions
$43,175
Net investment income
$225,331

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GEORGE A DIONISOPOULOS
777 E WISCONSIN AVE, SUITE 3500, MILWAUKEE, WI 532025306
TRUSTEE0$12,100
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
GEORGE A DIONISOPOULOS
777 E WISCONSIN AVE, SUITE 3500, MILWAUKEE, WI 532025306
TRUSTEE0$11,500
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
GEORGE A DIONISOPOULOS
777 E WISCONSIN AVE, SUITE 3500, MILWAUKEE, WI 532025306
TRUSTEE0$10,500

Address and contacts

Address (IRS master file)
777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-5313
In care of
% GEORGE A DIONISOPOULOS
Signed the 990-PF
GEORGE DIONISOPOULOS, TRUSTEE
Phone
(414) 297-5750
Return prepared by
FOLEY & LARDNER LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6511776
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,507,594
Income (IRS master file)
$523,422

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$225,331$47,111$1,507,594IRS
990-PFDecember 2024$146,910$123,850$1,329,374IRS
990-PFDecember 2023$38,037$122,423$1,306,314XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6511776).

Questions about PHYLLIS AND WALTER MALZAHN CHARITABLE TR

What is the EIN of PHYLLIS AND WALTER MALZAHN CHARITABLE TR?
The employer identification number (EIN) of PHYLLIS AND WALTER MALZAHN CHARITABLE TR is 39-6511776.
Is PHYLLIS AND WALTER MALZAHN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to PHYLLIS AND WALTER MALZAHN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHYLLIS AND WALTER MALZAHN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PHYLLIS AND WALTER MALZAHN CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHYLLIS AND WALTER MALZAHN CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PHYLLIS AND WALTER MALZAHN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,100 (GEORGE A DIONISOPOULOS, TRUSTEE).
How much revenue does PHYLLIS AND WALTER MALZAHN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $225,331, expenses of $47,111 and total assets of $1,507,594 at year end.

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