Funder DirectoryMARVIN AND ROSALIE OKUN FOUNDATION
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Private foundation (trust)EIN 383323820Est. 1997-01

MARVIN AND ROSALIE OKUN FOUNDATION

KALAMAZOO, MI 49007

Accepts unsolicited proposals

Total Assets

$36.0M

FY 2024

Annual Giving

$1.6M

FY 2024

Grants Made

77

FY 2024

Avg Grant

$21K

FY 2024

Grant Range

$2K–$100K

Typical

Deadlines

Requests are reviewed and considered o…

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$3.0M

Total Expenses

$2.0M

Qualifying Distributions

$1.6M

Distributable Amount

$1.7M

Min. Investment Return

$1.7M

Undistributed Income

$172K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

77 grants

Grant sizes from minimum $2K through median $14K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $1.6M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

376 grants

COMMUNITY HEALING CENTERS
$345K
6 grants
BOYS & GIRLS CLUBS OF GREATER KALAM
$300K
3 grants
PREVENTION WORKS
$262K
6 grants
KALAMAZOO SYMPHONY ORCHESTRA
$235K
6 grants
KALAMAZOO LOAVES & FISHES
$220K
6 grants
YOUNG WOMEN'S CHRISTIAN ASSOCIATION
$210K
6 grants
COMMUNITIES IN SCHOOLS OF KALAMAZOO
$208K
6 grants
KALAMAZOO REGIONAL EDUCATIONAL SERV
$207K
6 grants

Grant Size Distribution

375 grants

<$10K
170
grants
$10–50K
189
grants
$50–250K
16
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Michigan
$7.2M
99% of total
New York
$40K
1% of total

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MARVIN AND ROSALIE OKUN FOUNDATION — Grants, Financials & Contact | Grantivo