Civic Intelligence

Makioka Foundation

990PF • Fiscal year 2020 • EIN 13-3748081

Mar 01, 2019 to Feb 28, 2020 • Filed on Jan 15, 2021

Organization Profile
259 E 7th StreetNew York, NY 10009

(212) 440-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,608,591

Up $350,155 (+11%) from 2015

Net Assets

$3,608,591

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Up

$1,812,662

Up $992,195 (+121%) from 2015

Expenses

Up

$753,598

Up $630,270 (+511%) from 2015

Net Income

Up

$1,059,064

Up $361,925 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,289,179Liabilities 2012: $02012Assets 2013: $2,765,262Liabilities 2013: $02013Assets 2014: $2,753,015Liabilities 2014: $02014Assets 2015: $3,258,436Liabilities 2015: $02015Assets 2020: $3,608,591Liabilities 2020: $0Net Assets 2020: $3,608,5912020Assets 2021: $4,304,844Liabilities 2021: $0Net Assets 2021: $4,304,8442021Assets 2022: $4,516,434Liabilities 2022: $0Net Assets 2022: $4,516,4342022Assets 2023: $4,775,454Liabilities 2023: $0Net Assets 2023: $4,775,4542023Assets 2024: $5,085,990Liabilities 2024: $0Net Assets 2024: $5,085,9902024Assets 2025: $6,823,114Liabilities 2025: $0Net Assets 2025: $6,823,1142025

Highlighted filing

2020

Assets$3,608,591
Liabilities$0
Net Assets$3,608,591
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2012: $2,120,908Expenses 2012: $265,589Net Income 2012: $1,855,3192012Revenue 2013: $143,681Expenses 2013: $667,597Net Income 2013: -$523,9162013Revenue 2014: $147,825Expenses 2014: $160,072Net Income 2014: -$12,2472014Revenue 2015: $820,467Expenses 2015: $123,328Net Income 2015: $697,1392015Revenue 2020: $1,812,662Expenses 2020: $753,598Net Income 2020: $1,059,0642020Revenue 2021: $1,263,589Expenses 2021: $447,276Net Income 2021: $816,3132021Revenue 2022: $594,639Expenses 2022: $243,585Net Income 2022: $351,0542022Revenue 2023: $694,479Expenses 2023: $254,823Net Income 2023: $439,6562023Revenue 2024: $807,262Expenses 2024: $268,915Net Income 2024: $538,3472024Revenue 2025: $3,660,769Expenses 2025: $489,807Net Income 2025: $3,170,9622025

Highlighted filing

2020

Revenue$1,812,662
Expenses$753,598
Net Income$1,059,064
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 28, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUN MAKIHARATrustee/Part-Time-$0--
MEGUMI OKATrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Makioka Foundation
EIN
13-3748081
In Care Of
% ERNST & YOUNG US LLP
Phone
2124400800
Address
259 E 7th Street, NEW YORK, NY 10009

Signing Officer

Name
Jun Makihara
Title
Trustee
Phone
2124400800
Signed
2021-01-15

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
John D Cook
Phone
2124400800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3). N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JUN MAKIHARA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1259 E 7TH STREET NEW YORK NY 100
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2MEGUMI OKA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3259 E 7TH STREET NEW YORK NY 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0719400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0719400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0221499
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0221499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0557612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0522671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01591302
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0499061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0557612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0522671
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0720560
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0499061
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01591302
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01092241
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JUN MAKIHARA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MEGUMI OKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0259 e 7TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1259 E 7TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110009
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0115000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1544959
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum32
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum42
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07824
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1144750
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt218314
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3119428
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt439643
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc028 SHS APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1518 SHS APPLE INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc280 SHS GOLDMAN SACHS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3400 SHS MASTERCARD INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4720 SHS MICRON TECHNOLOGY INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32019-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42019-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0520000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BERENS GLOBAL VALUE FUND , LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0520000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01213449
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1312170
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITIES GIFTED TO FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PUBLICATION NOTICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - GS & CO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025091
TaxesSchedule/TaxesDetail/Amt05100
TaxesSchedule/TaxesDetail/Amt12447
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF ESTIMATED PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt1FYE 2/28/2020
TaxesSchedule/TaxesDetail/CategoryTxt2990-PF BALANCE DUE 2/28/2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUN MAKIHARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAKIOKA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAKI
ReturnHeader/Filer/EIN0133748081
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0259 E 7th Street
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John D Cook
ReturnHeader/ReturnTs02021-01-15T12:44:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-03-01
ReturnHeader/TaxPeriodEndDt02020-02-28
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,608,591
Liabilities
$0
Net assets
$3,608,591
Revenue
$1,812,662
Expenses
$753,598
Net income
$1,059,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$3.66$0.49$3.17
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.81$0.27$0.54
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.69$0.25$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.59$0.24$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.26$0.45$0.82
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.81$0.75$1.06
2015Summary only. Only limited summary data is available for this year.$3.26$0.00$0.82$0.12$0.70
2014Summary only. Only limited summary data is available for this year.$2.75$0.00$0.15$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$2.77$0.00$0.14$0.67$0.52
2012Summary only. Only limited summary data is available for this year.$3.29$0.00$2.12$0.27$1.86