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· Private foundation

Marvin and Rosalie Okun Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$1.8M
Granted FY2025still arriving
89
Grants FY2025still arriving
2
States reached
$150k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
05Through PlinthRead
01What you fund
0196% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.

Human Services$1.8MHealth$1.8MArts & Culture$1.6MEducation$1.3MYouth Development$908kReligion$900kFood & Nutrition$570kRecreation & Sports$479kOther$0
02FY2025 · 89 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k22 grants · $103k
  • $10k–50k60 grants · $1.2M
  • $50k–250k7 grants · $515k
$12,000
Median grant
2
States reached
$26M
Total assets
Largest grants
RecipientAmount
HERITAGE COMMUNITY OF KALAMAZOO$150,000
KALAMAZOO VALLEY COMMUNITY COLLEGE$80,000
CHEFF THERAPEUTIC RIDING CENTER$70,000
COMMUNITY HEALING CENTERS$60,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION$55,000
KALAMAZOO COMMUNITY FOUNDATION$50,000
YMCA OF KALAMAZOO$50,000
KALAMAZOO LOAVES & FISHES$45,000
CONGREGATION OF MOSES$44,980
KALAMAZOO SYMPHONY ORCHESTRA$40,000
GOODWILL INDUSTRIES OF SOUTHWESTERN$40,000
PREVENTION WORKS$39,000
CHABAD HOUSE OF WESTERN MICHIGAN$36,000
KALAMAZOO REGIONAL EDUCATIONAL SERV$35,000
AACORN FARM INC$35,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $1.7M) land where the poverty rate runs at 12%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%HEALTHY HOUSE: $20k → 12%HEALTHY HOUSE: $15k → 12%HEALTHY HOUSE: $14k → 12%PINE REST FOUNDATION: $75k → 11%SHERMAN LAKE YMCA: $100k → 12%SHERMAN LAKE YMCA: $30k → 12%CENTRICA CARE NAVIGATORS: $20k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $55k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $55k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $55k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $50k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $25k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $25k → 12%YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $25k → 12%KALAMAZOO COUNTY READY 4S: $25k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $150k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $100k → 12%FAMILY AND CHILDREN SERVICES: $30k → 12%FAMILY AND CHILDREN SERVICES: $30k → 12%FAMILY AND CHILDREN SERVICES: $30k → 12%ARC COMMUNITY ADVOCATES: $30k → 12%ARC COMMUNITY ADVOCATES: $30k → 12%FAMILY AND CHILDREN SERVICES: $30k → 12%FAMILY AND CHILDREN SERVICES: $30k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $30k → 12%HERITAGE COMMUNITY OF KALAMAZOO: $25k → 12%ARC COMMUNITY ADVOCATES: $25k → 12%ARC COMMUNITY ADVOCATES: $20k → 12%ARC COMMUNITY ADVOCATES: $20k → 12%ARC COMMUNITY ADVOCATES: $15k → 12%FAMILY AND CHILDREN SERVICES: $15k → 12%FAMILY AND CHILDREN SERVICES: $15k → 12%FIRST DAY SHOE FUND: $13k → 12%FIRST DAY SHOE FUND: $13k → 12%AACORN FARM INC: $35k → 12%AACORN FARM INC: $33k → 12%AACORN FARM INC: $30k → 12%AACORN FARM INC: $20k → 12%AACORN FARM INC: $15k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

94%of every dollar goes to organizations you’ve funded before.
$10M · 101 repeat orgs$627k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +42% since the first grant, against -11% for the ones you funded once.

101 repeat relationships — 78 still active in FY2025, 23 since wound down; 9 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

101
35

Total granted

$10M
$543k

Median revenue growth · since first grant

+42%
-11%

Still filing today

67%
40%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $84k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureHuman ServicesHealthYouth DevelopmentRecreation & SportsEnvironmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • KS
    KALAMAZOO SYMPHONY ORCHESTRA
    9× · 2017–2025 · $345k · revenue +42%
  • YW
    YWCA WEST CENTRAL MICHIGAN
    9× · 2017–2025 · $340k · revenue +18%
  • CI
    COMMUNITIES IN SCHOOLS OF KALAMAZOO
    9× · 2017–2025 · $338k · revenue +27%

Funded once

  • SM
    SW MICHIGAN MIRACLE LEAGUE
    one grant, 2019 · $110k · revenue -87%
  • PR
    PINE REST FOUNDATION
    one grant, 2024 · $75k · revenue -77%
  • IRVING S GILMORE INTERNATIONAL KEYBOARDgraduated
    one grant, 2018 · $30k · revenue +90%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Kalamazoo County Humane Society

The mission of the kalamazoo humane society is to nuture the wellbeing of animals and people in our communities.

Animals
2
Kalamazoo Foundation for Excellence

The mission of the kalamazoo foundation for excellence is to support the goals of the city of kalamazoo, fund aspirational investments in the city, and empower kalamazoo residents to achieve the lives they want for themselves and their…

Public Benefit
3
Kalamazoo Country Day School

An independent school providing a supportive, challenging and creative academic environment for talented and motivated students to prepare them for life long achievement.

Education
4
Kalamazoo Probation Enhancement Program

Probation residential center - alternative correctional facility and outpatient treatment facility

Crime & Legal
5
Kalamazoo Eastside Neighborhood Association

To improve and enhance the physical, social, and economic environment of the eastside section of the city of kalamazoo, michigan to the ends that the community may have a more pleasant, attractive, safe and convenient place to live and…

—
6
Kalamazoo Area Christian Retir Asso

To operate and manage according to law and applicable regulations, a certified home for the ages for qualified residents of Kalamazoo county and its surrounding counties.

Human Services
7
Kalamazoo Community Foundation Real Estate Holdings Inc

Supporting organization to kalamazoo community foundation

Philanthropy
8
Rootead Enrichment Center

Reclaiming the village through cultural liberation by holding spaces for internal transformation, healing arts and birthing justice.

Arts & Culture
9
Housing Resources Inc

To assure housing for socially and economically vulnerable residents of kalamazoo county.

—
10
Downtown Tomorrow Inc

Assist downtown development authority in implementing the arcadia creek plan.

Community Improvement
11
Great Lakes Center for the Arts

The Center's mission is to inspire, entertain, educate, and serve all in Northern Michigan year-round by presenting exceptional experiences across the full spectrum of the performing arts and offering impactful educational opportunities.

Arts & Culture
12
Open Doors Kalamazoo

Building relationships to overcome homelessness through diversity, equity, and inclusion in response to god's love for all

Housing & Shelter

For reference, the grantee most central to the portfolio’s shape is Kalamazoo Community Foundation and the most unlike its peers is Genevieve and Donald S Gilmore Fdn. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 35 years old; the field is 19. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%3%<5yr13%8%5–10yr19%23%10–20yr14%16%20–35yr20%28%35–55yr15%23%55yr+
THE FIELDby orgYOUR MONEYby value20%1%<5yr13%6%5–10yr19%17%10–20yr14%15%20–35yr20%31%35–55yr15%31%55yr+

The field is 20% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 1% lost their exemption, against 9% of the field you don’t fund.

orgs you fund
1%1/100
the rest of the field
9%
113/1,199

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

88 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 88 of the 147 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
31
Early backer (in before they grew)
88/88
Grantees still filing
62/88
Grew since you first funded

Where your money sits — by cause, then by grantee

COMMUNITY HEALING CENTERS — $445,000 · OtherCOMMUNITY HEALING CENTERSBOYS & GIRLS CLUBS OF GREATER KALAM — $365,000 · OtherBOYS & GIRLS CLUBS OF GREATER KALAMCOMMUNITIES IN SCHOOLS OF KALAMAZOO — $338,000 · OtherCOMMUNITIES IN SCHOOLS OF KALAMAZOOGOODWILL INDUSTRIES OF SOUTHWESTERN — $305,258 · OtherYMCA OF KALAMAZOO — $295,000 · OtherKALAMAZOO REGIONAL EDUCATIONAL SERV — $272,000 · OtherCONGREGATION OF MOSES — $242,845 · Other+91 more — $4,025,384 · Other+91 moreYWCA WEST CENTRAL MICHIGAN — $339,597 · Human ServicesYWCA WEST CENTRAL …HERITAGE COMMUNITY OF KALAMAZOO — $305,000 · Human ServicesHERITAGE COMMUNITY…KALAMAZOO COUNTY READY 4S — $200,000 · Human ServicesKALAMAZOO COUNTY R…FAMILY & CHILDREN SERVICES INC — $180,335 · Human ServicesFAMILY & CHILDREN …THE ARC COMMUNITY ADVOCATES — $150,000 · Human ServicesTHE ARC COMMUNITY …AACORN FARM INC — $133,410 · Human ServicesAACORN FARM INCSherman Lake YMCA Outdoor Center — $130,000 · Human ServicesSherman Lake YMCA …PINE REST FOUNDATION — $75,000 · Human ServicesFIRST DAY SHOE FUND — $73,373 · Human ServicesHEALTHY HOUSE — $63,513 · Human Services+4 more — $86,000 · Human ServicesKALAMAZOO SYMPHONY ORCHESTRA — $345,000 · Arts & CultureKALAMAZOO …Kalamazoo Institute of Arts — $165,004 · Arts & CultureKalamazoo …ARTS COUNCIL OF GREATER KALAMAZOO — $130,001 · Arts & CultureARTS COUNC…FARMERS ALLEY THEATRE — $76,500 · Arts & CultureFARMERS AL…SUZUKI ACADEMY OF KALAMAZOO — $60,578 · Arts & CultureSUZUKI ACA…KALAMAZOO BOOK ARTS CENTER — $50,000 · Arts & CultureWellspring-Cori Terry and Dancers — $38,000 · Arts & Culture+9 more — $128,000 · Arts & Culture+9 morePREVENTION WORKS INC — $301,000 · HealthBronson Health Foundation — $170,000 · HealthSPECIALIZED LANGUAGE DEVELOPMENT CENTER INC — $135,000 · HealthDOUGLASS COMMUNITY ASSOCIATION — $85,000 · HealthWEST MICHIGAN CANCER CENTER — $36,500 · Health+2 more — $40,000 · HealthKALAMAZOO LOAVES & FISHES INC — $325,098 · Food & NutritionMINISTRY WITH COMMUNITY INC — $150,011 · Food & NutritionCAN-DO KALAMAZOO — $55,000 · Food & NutritionPRETTY LAKE VACATION CAMP INC — $210,593 · Recreation & SportsSW MICHIGAN MIRACLE LEAGUE — $110,000 · Recreation & SportsLAKE MICHIGAN JUNIOR GOLF ASSOCIATION — $20,000 · Recreation & SportsSPECIAL OLYMPICS MICHIGAN INC — $15,000 · Recreation & SportsGREAT LAKES BURN CAMP INC — $15,000 · Recreation & SportsZERO DAY INC — $145,000 · EnvironmentKalamazoo Nature Center — $67,500 · EnvironmentStewards of Kleinstuck — $10,000 · EnvironmentKALAMAZOO GARDEN COUNCIL INC — $8,000 · Environment
Other$6,288,487Human Services$1,736,228Arts & Culture$993,083Health$767,500Food & Nutrition$530,109Recreation & Sports$370,593Environment$230,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetCOMMUNITY HEALING CENTERS — $445,000 over 8y, 1.0% of budgetKALAMAZOO SYMPHONY ORCHESTRA — $345,000 over 9y, 4.4% of budgetYWCA WEST CENTRAL MICHIGAN — $339,597 over 9y, 1.1% of budgetCOMMUNITIES IN SCHOOLS OF KALAMAZOO — $338,000 over 9y, 2.1% of budgetKALAMAZOO LOAVES & FISHES INC — $325,098 over 9y, 0.7% of budgetHERITAGE COMMUNITY OF KALAMAZOO — $305,000 over 4y, 2.6% of budgetPREVENTION WORKS INC — $301,000 over 7y, 3.5% of budgetPRETTY LAKE VACATION CAMP INC — $210,593 over 9y, 2.2% of budgetKALAMAZOO COUNTY READY 4S — $200,000 over 8y, 2.9% of budgetKalamazoo Civic Theatre — $195,000 over 9y, 1.2% of budgetFAMILY & CHILDREN SERVICES INC — $180,335 over 8y, 0.3% of budgetBronson Health Foundation — $170,000 over 5y, 0.5% of budgetKalamazoo Institute of Arts — $165,004 over 8y, 0.7% of budgetSENIOR SERVICES INC — $160,000 over 5y, 0.3% of budgetMINISTRY WITH COMMUNITY INC — $150,011 over 8y, 3.8% of budgetTHE ARC COMMUNITY ADVOCATES — $150,000 over 7y, 9.8% of budgetZERO DAY INC — $145,000 over 6y, 6.5% of budgetSPECIALIZED LANGUAGE DEVELOPMENT CENTER INC — $135,000 over 8y, 4.1% of budgetAACORN FARM INC — $133,410 over 5y, 7.0% of budgetARTS COUNCIL OF GREATER KALAMAZOO — $130,001 over 7y, 2.6% of budgetSherman Lake YMCA Outdoor Center — $130,000 over 2y, 2.0% of budgetCHEFF THERAPEUTIC RIDING CENTER — $120,000 over 2y, 2.9% of budgetKalamazoo Neighborhood Housing Serv — $118,000 over 5y, 2.4% of budgetBUILDING BLOCKS OF KALAMAZOO — $111,000 over 9y, 13% of budgetSW MICHIGAN MIRACLE LEAGUE — $110,000 over 1y, 18% of budgetMRC Industries Inc — $100,000 over 3y, 1.3% of budgetVIBRANT KALAMAZOO — $100,000 over 3y, 46% of budgetKALAMAZOO COMMUNITY FOUNDATION — $100,000 over 2y, 0.1% of budgetCOVENANT ACADEMIES FOUNDATION — $100,000 over 4y, 2.6% of budgetREAD AND WRITE KALAMAZOO — $88,000 over 8y, 4.1% of budgetKALAMAZOO LITERACY COUNCIL — $85,000 over 7y, 2.0% of budgetDOUGLASS COMMUNITY ASSOCIATION — $85,000 over 5y, 5.0% of budgetKALAMAZOO JUNIOR SYMPHONY SOCIETY — $79,500 over 7y, 6.8% of budgetFARMERS ALLEY THEATRE — $76,500 over 8y, 2.6% of budgetBOYS & GIRLS CLUBS OF KALAMAZOO INC — $75,000 over 3y, 1.0% of budgetPINE REST FOUNDATION — $75,000 over 1y, 0.4% of budgetFIRST DAY SHOE FUND — $73,373 over 8y, 4.5% of budgetKalamazoo Nature Center — $67,500 over 6y, 0.4% of budgetHEALTHY HOUSE — $63,513 over 5y, 12% of budgetSUZUKI ACADEMY OF KALAMAZOO — $60,578 over 5y, 9.6% of budgetCAN-DO KALAMAZOO — $55,000 over 6y, 3.2% of budgetCOMMUNITY HOMEWORKS INC — $52,500 over 6y, 0.9% of budgetTHE KALAMAZOO AVIATION HISTORY MUSEUM — $50,520 over 5y, 0.2% of budgetCONGREGATION B'NAI B'RITH HILLEL — $50,000 over 3y, 0.9% of budgetKALAMAZOO BOOK ARTS CENTER — $50,000 over 7y, 9.8% of budgetEDISON NEIGHBORHOOD ASSOCIATION INC — $48,000 over 6y, 8.1% of budgetCALHOUN COUNTY GUARDIAN DBA GUARDIAN FIN — $43,500 over 5y, 0.5% of budgetWellspring-Cori Terry and Dancers — $38,000 over 8y, 2.2% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds COMMUNITY HEALING CENTERS ↗
  • Who funds KALAMAZOO SYMPHONY ORCHESTRA ↗
  • Who funds YWCA WEST CENTRAL MICHIGAN ↗
  • Who funds COMMUNITIES IN SCHOOLS OF KALAMAZOO ↗
  • Who funds KALAMAZOO LOAVES & FISHES INC ↗
  • Who funds HERITAGE COMMUNITY OF KALAMAZOO ↗
  • Who funds PREVENTION WORKS INC ↗
  • Who funds PRETTY LAKE VACATION CAMP INC ↗
  • Who funds KALAMAZOO COUNTY READY 4S ↗
  • Who funds Kalamazoo Civic Theatre ↗
  • Who funds FAMILY & CHILDREN SERVICES INC ↗
  • Who funds Bronson Health Foundation ↗
  • Who funds Kalamazoo Institute of Arts ↗
  • Who funds SENIOR SERVICES INC ↗
  • Who funds MINISTRY WITH COMMUNITY INC ↗
  • Who funds THE ARC COMMUNITY ADVOCATES ↗
  • Who funds ZERO DAY INC ↗
  • Who funds SPECIALIZED LANGUAGE DEVELOPMENT CENTER INC ↗
  • Who funds AACORN FARM INC ↗
  • Who funds ARTS COUNCIL OF GREATER KALAMAZOO ↗
  • Who funds Sherman Lake YMCA Outdoor Center ↗
  • Who funds CHEFF THERAPEUTIC RIDING CENTER ↗
  • Who funds Kalamazoo Neighborhood Housing Serv ↗
  • Who funds BUILDING BLOCKS OF KALAMAZOO ↗
  • Who funds SW MICHIGAN MIRACLE LEAGUE ↗
  • Who funds MRC Industries Inc ↗
  • Who funds VIBRANT KALAMAZOO ↗
  • Who funds KALAMAZOO COMMUNITY FOUNDATION ↗

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Kalamazoo Community F…Dorothy U Dalton Foun…Harold and Grace Upjo…Irving S Gilmore Foun…Suzanne Upjohn Delano…Tyler-Little Family F…The Ronda E Stryker a…Jim Gilmore Jr Founda…John E Fetzer Institu…United Way of South C…The Burdick-Thorne Fo…Enna Foundation
Kalamazoo Community FoundationMI162.4× affinity81 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Kalamazoo Community Foundation · Dorothy U Dalton Foundation Inc · Harold and Grace Upjohn Foundation · Irving S Gilmore Foundation · Suzanne Upjohn Delano Parish Foundation · Tyler-Little Family Foundation · The Ronda E Stryker and William D Johnston Foundation · Jim Gilmore Jr Foundation · John E Fetzer Institute Inc · United Way of South Central Michigan · The Burdick-Thorne Foundation · Enna Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Marvin and Rosalie Okun Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 00%3%13%28%50%your share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    31report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Marvin and Rosalie Okun Foundation?

    Find your warmest path to Marvin and Rosalie Okun Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 147 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home