Nonprofit · EIN 38-3323820
MARVIN AND ROSALIE OKUN FOUNDATION
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,525,775 | $2,191,752 | $334,023 | $26,094,854 | $0 | $26,094,854 |
| December 31, 2024 | 990-PF | $2,990,887 | $1,971,968 | $1,018,919 | $25,760,831 | $0 | $25,760,831 |
| December 31, 2023 | 990-PF | $9,558,546 | $1,573,379 | $7,985,167 | $24,741,912 | $0 | $24,741,912 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $672,634
- Dividends
- $692,385
- Interest
- $319,312
- Net gain from sales of assets
- $841,444
Expenses
- Grants and similar amounts paid
- $1,811,659
- Disbursements for charitable purposes
- $1,812,499
- Excise tax on investment income
- $20,487
Balance sheet and other
- Total assets, start of year
- $25,760,831
- Total assets, end of year
- $26,094,854
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,094,854
- Fair market value of assets
- $39,798,389
- Qualifying distributions
- $1,812,499
- Net investment income
- $1,853,141
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MIDDLETON 211 S ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT | 0 | $0 |
| ROSALICE HALL 211 S ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY/TR | 0 | $0 |
| SYDNEY PARFET 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| PAUL DAVIDOFF 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| ROB LANDO 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| RAE LEE HOWARD 211 S ROSE ST, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MIDDLETON 211 S ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT | 0 | $0 |
| ROSALICE HALL 211 S ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY/TR | 0 | $0 |
| SYDNEY PARFET 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| PAUL DAVIDOFF 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| ROB LANDO 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| RAE LEE HOWARD 211 S ROSE ST, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MIDDLETON 211 S ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT | 0 | $0 |
| ROSALICE HALL 211 S ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY/TR | 0 | $0 |
| SYDNEY PARFET 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| PAUL DAVIDOFF 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| ROB LANDO 211 S ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
| RAE LEE HOWARD 211 S ROSE ST, KALAMAZOO, MI 49007 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 211 S ROSE ST, KALAMAZOO, MI 49007-4713
- Signed the 990-PF
- CHRIS MIDDLETON, PRESIDENT
- Phone
- (269) 349-9603
- Website
- THEOKUNFOUNDATION.ORG
- Return prepared by
- SEBER TANS PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3323820
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $26,094,854
- Income (IRS master file)
- $7,899,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,525,775 | $2,191,752 | $26,094,854 | XML |
| 990-PF | December 2024 | $2,990,887 | $1,971,968 | $25,760,831 | XML |
| 990-PF | December 2023 | $9,558,546 | $1,573,379 | $24,741,912 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3323820).
Questions about MARVIN AND ROSALIE OKUN FOUNDATION
- What is the EIN of MARVIN AND ROSALIE OKUN FOUNDATION?
- The employer identification number (EIN) of MARVIN AND ROSALIE OKUN FOUNDATION is 38-3323820.
- Is MARVIN AND ROSALIE OKUN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARVIN AND ROSALIE OKUN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARVIN AND ROSALIE OKUN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARVIN AND ROSALIE OKUN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARVIN AND ROSALIE OKUN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARVIN AND ROSALIE OKUN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MARVIN AND ROSALIE OKUN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,525,775, expenses of $2,191,752 and total assets of $26,094,854 at year end.
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