MARVIN AND ROSALIE OKUN FOUNDATION

As filed

Subsection

03

NTEE code

T20Z

Classification

1000

Street

211 S ROSE ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

7 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• BATTLE CREEK MEMORIAL PARK PRPTL CARE TR

  EIN 38-6100589

• ENNA FOUNDATION

  EIN 84-3284192

• FLORENCE E HERMAN CHARITABLE TRUST

  EIN 38-6567414

• GULL PRAIRIE PRESERVE

  EIN 93-4830852

• STUCKI FAMILY FOUNDATION

  EIN 38-3385788

• SUZANNE D PARISH FOUNDATION

  EIN 38-2484268

• WEIGEL FAMILY FOUNDATION IA

  EIN 65-0741135

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $2,525,775

  Expenses

  $2,191,752

  Contributions

  $672,634

  Grants paid

  $1,811,659

• 2024

  Revenue

  $2,990,887

  Expenses

  $1,971,968

  Contributions

  $2,154,538

  Grants paid

  $1,620,596

• 2023

  Revenue

  $9,558,546

  Expenses

  $1,573,379

  Contributions

  $8,750,593

  Grants paid

  $1,330,257

• 2022

  Revenue

  $515,269

  Expenses

  $1,475,968

  Contributions

  — not reported

  Grants paid

  $1,211,699

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990-PF

  Revenue

  $1,463,882

  Expenses

  $1,586,220

  Assets (EOY)

  $17,715,104

• 2020 · 990-PF

  Revenue

  $818,739

  Expenses

  $1,104,886

  Assets (EOY)

  $17,827,588

• 2019 · 990-PF

  Revenue

  $541,679

  Expenses

  $1,512,995

  Assets (EOY)

  $18,113,735

• 2018 · 990-PF

  Revenue

  $1,634,203

  Expenses

  $1,132,224

  Assets (EOY)

  $19,085,051

• 2017 · 990-PF

  Revenue

  $18,282,266

  Expenses

  $708,112

  Assets (EOY)

  $18,583,072

• 2016 · 990-PF

  Revenue

  $836,170

  Expenses

  $49,965

  Assets (EOY)

  $1,017,102

• 2015 · 990-PF

  Revenue

  -$84,104

  Expenses

  $16,566

  Assets (EOY)

  $230,897

• 2014 · 990-PF

  Revenue

  -$11,763

  Expenses

  $7,653

  Assets (EOY)

  $331,567

• 2013 · 990-PF

  Revenue

  $6,393

  Expenses

  $10,570

  Assets (EOY)

  $332,002

• 2012 · 990-PF

  Revenue

  — not reported

  Expenses

  $8,325

  Assets (EOY)

  $336,179

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants paid

From Part XV of the 2025 Form 990-PF , the newest this foundation filed that we hold.

• HERITAGE COMMUNITY OF KALAMAZOO

  $150,000

  KALAMAZOO, MI · THRIVE TOGETHER CAMPAIGN

• KALAMAZOO VALLEY COMMUNITY COLLEGE

  $80,000

  KALAMAZOO, MI · VALLEY FOOD SHARE

• CHEFF THERAPEUTIC RIDING CENTER

  $70,000

  AUGUSTA, MI · ROOF CAMPAIGN

• COMMUNITY HEALING CENTERS

  $60,000

  KALAMAZOO, MI · INPATIENT SERVICES

• YOUNG WOMEN'S CHRISTIAN ASSOCIATION

  $55,000

  KALAMAZOO, MI · GENERAL OPERATING EXPENSE

• KALAMAZOO COMMUNITY FOUNDATION

  $50,000

  KALAMAZOO, MI · RX KIDS KALAMZOO

• YMCA OF KALAMAZOO

  $50,000

  KALAMAZOO, MI · PROGRAMMING

• KALAMAZOO LOAVES & FISHES

  $45,000

  KALAMAZOO, MI · GROCERY PANTRY

• CONGREGATION OF MOSES

  $44,980

  KALAMAZOO, MI · PROGRAMMING

• GOODWILL INDUSTRIES OF SOUTHWESTERN

  $40,000

  KALAMAZOO, MI · GENERAL SUPPOER

The 10 largest to organizations. The filing page shows this return's totals, and the API serves every grant row.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files