Marvin and Rosalie Okun Foundation
The Marvin and Rosalie Okun Foundation is a private foundation established in 1997 and based in Kalamazoo, Michigan. The foundation honors its founders by supporting programs with significant, long-term, and positive impact on the Kalamazoo community.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.6M
+21.2% YoY
Grant Count
77
+11.6% YoY
Avg Grant Size
$21K
+8.6% YoY
Mission & Focus Areas
Mission: To honor the founders by supporting programs that will have a significant, long-term, and positive impact on the lives of those within the Kalamazoo community.
Primary Funding Areas:
- Arts and Culture
- Health and Human Services
- Education (particularly Jewish religious education)
Grantmaking Priorities:
The foundation seeks to support programs or projects that:
- Make life more positive for those less fortunate—financially or physically
- Positively impact a significant number of people in the community
- Are focused on long-term change and results, not short-term relief
- Support those living within the Kalamazoo, Michigan community
Capital campaign requests receive additional scrutiny, with particular attention to the percentage of the request relative to the total campaign goal.
Grantmaking
The Board of Directors reviews grant applications on a bi-annual basis:
How to Apply
** Applicants must complete a Grant Application. Applications are reviewed initially by Foundation administrators before submission to the Board for review and consideration.
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Geographic Focus
Where this funder awards grants
The foundation focuses exclusively on the Kalamazoo, Michigan community.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $25,760,831
- Total Giving: $1,620,596
- Total Revenues: $2,990,887
- Total Expenses: $1,971,968
- Number of Employees: 0
Revenue Breakdown (2024):
- Total grants and contributions: $2,154,538
- Investment income and dividends: $783,277
- Net gain from sale of non-inventory assets: $53,072
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Congregation of Moses ($81,490), Bronson Health Foundation Inc ($60,000), Community Healing Centers ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AACORN FARM INC KALAMAZOO, MI | CHARITABLE | $33,410 |
| ARTS COUNCIL OF GREATER KALAMAZOO KALAMAZOO, MI | CHARITABLE | $40,000 |
| ASCENSION BORGESS FOUNDATION KALAMAZOO, MI | CHARITABLE | $6,000 |
| BIG BROTHERS BIG SISTERS KALAMAZOO, MI | CHARITABLE | $15,000 |
| BIKE FRIENDLY KALAMAZOO PORTAGE, MI | CHARITABLE | $4,500 |
| BLACK ARTS & CULTURAL CENTER KALAMAZOO, MI | CHARITABLE | $5,000 |
| BOYS & GIRLS CLUBS OF KALAMAZOO KALAMAZOO, MI | CHARITABLE | $25,000 |
| BRONSON HEALTH FOUNDATION INC KALAMAZOO, MI | CHARITABLE | $60,000 |
| BUILDING BLOCKS OF KALAMAZOO KALAMAZOO, MI | CHARITABLE | $12,000 |
| CHABAD HOUSE OF WESTERN MICHIGAN GRAND RAPIDS, MI | CHARITABLE | $36,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Directors:
- Christopher Middleton, Board President
- Rosalice Hall, Board Secretary and Treasurer
- Paul Davidoff
- Robert Lando
- Sydney Parfet
- Rae Lee Howard
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRIS MIDDLETON | PRESIDENT | — | — |
| ROSALICE HALL | SECRETARY/TR | — | — |
| SYDNEY PARFET | DIRECTOR | — | — |
| PAUL DAVIDOFF | DIRECTOR | — | — |
| ROB LANDO | DIRECTOR | — | — |
| RAE LEE HOWARD | DIRECTOR | — | — |
Contact Information
Address: 211 S Rose St, Kalamazoo, MI 49007-4713
Phone: 269-349-9603
Website: THEOKUNFOUNDATION.ORG
EIN: 38-3323820
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Marvin and Rosalie Okun Foundation fund?
**Mission:** To honor the founders by supporting programs that will have a significant, long-term, and positive impact on the lives of those within the Kalamazoo community. **Primary Funding Areas:** • Arts and Culture • Health and Human Services • Education (particularly Jewish religious education) **Grantmaking Priorities:** The foundation seeks to support programs or projects that: • Make life more positive for those less fortunate—financially or physically • Positively impact a significant …
How do I apply for a grant from Marvin and Rosalie Okun Foundation?
**Grant Amounts:** Typical awards range from $335 to $100,049. **Recent Grant Activity (2024):** • Total grants distributed: $1,620,596 • Number of grants made: 45 grants • Notable recent grants include: • Milestone Senior Services: $100,049 • Congregation of Moses: $81,490 • Pine Rest Foundation: $75,000 **Application Timeline:** The Board of Directors reviews grant applications on a bi-annual basis: • **Spring Consideration:** Applications received by 11:59 PM on Monday, March 30, 2026 will b…
Where does Marvin and Rosalie Okun Foundation make grants?
The foundation focuses exclusively on the Kalamazoo, Michigan community.
What size grants does Marvin and Rosalie Okun Foundation award?
In 2024, Marvin and Rosalie Okun Foundation awarded 77 grants totaling $1.6M — an average of about $21K per grant, based on its IRS Form 990 filings.
What is Marvin and Rosalie Okun Foundation's EIN?
Marvin and Rosalie Okun Foundation's EIN (Employer Identification Number) is 38-3323820. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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