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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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