Private Foundation

MARVIN AND ROSALIE OKUN FOUNDATION

MARVIN AND ROSALIE OKUN FOUNDATION, of KALAMAZOO, MI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $2.5M in revenue, $2.2M in expenses, $26.1M in total assets. IRS filings disclose 566 grants awarded by this foundation, totaling roughly $10.9M.

EIN: 383323820 KALAMAZOO, MI Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$2.5M
Total Expenses$2.2M
Total Assets$26.1M
Grants Given566
Grant Total$10.9M
Filing Years2021–2025

Sample Grants Given

HERITAGE COMMUNITY OF KALAMAZOO
KALAMAZOO, MI · 2025
THRIVE TOGETHER CAMPAIGN
$150,000
KALAMAZOO VALLEY COMMUNITY COLLEGE
KALAMAZOO, MI · 2025
VALLEY FOOD SHARE
$80,000
CHEFF THERAPEUTIC RIDING CENTER
AUGUSTA, MI · 2025
ROOF CAMPAIGN
$70,000
COMMUNITY HEALING CENTERS
KALAMAZOO, MI · 2025
INPATIENT SERVICES
$60,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION
KALAMAZOO, MI · 2025
GENERAL OPERATING EXPENSE
$55,000

Showing up to 5 of 566 total records — full history available with membership.

Officers & Directors

PRESIDENT Chris Middleton
DIRECTOR Paul Davidoff
DIRECTOR Rae Lee Howard
DIRECTOR Rob Lando
SECRETARY/TR Rosalice Hall
DIRECTOR Sydney Parfet

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE
$9,095,520 475 grants
PROGRAMMING
$299,046 16 grants
THRIVE TOGETHER CAMPAIGN
$150,000 1 grant
GENERAL SUPPORT
$96,434 10 grants
VALLEY FOOD SHARE
$80,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $2.5M $2.2M $26.1M
2024 $3.0M $2.0M $25.8M
2023 $9.6M $1.6M $24.7M
2022 $515K $1.5M $16.7M
2021 $1.5M $1.6M $17.7M

Between 2021 and 2025, reported annual revenue grew from $1.5M to $2.5M (+73%), with total assets most recently reported at $26.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MI, NY.

MINY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MARVIN AND ROSALIE OKUN FOUNDATION

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