Makioka Foundation

990PF • Fiscal year 2024 • EIN 13-3748081

Mar 01, 2023 to Feb 29, 2024 • Filed on Jan 15, 2025

Organization Profile

259 E 7th StreetNew York, NY 10009

(212) 773-3000

Siviq Scores

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

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

67%

Higher net margin than 92% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

6.5%

Faster asset growth than 58% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

16%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets24th percentile

Assets

$5,085,990

Up $310,536 (+6.5%) from 2023

Net Assets

$5,085,990

Up $310,536 (+6.5%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue24th percentile Net Margin92nd percentile

Revenue

$807,262

Up $112,783 (+16%) from 2023

Expenses

$268,915

Up $14,092 (+5.5%) from 2023

Net Income

$538,347

Up $98,691 (+22%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

Highlighted filing

2024

Assets$5,085,990

Liabilities$0

Net Assets$5,085,990

Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

Highlighted filing

2024

Revenue$807,262

Expenses$268,915

Net Income$538,347

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2023 to Feb 29, 2024
Signed: Jan 15, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JUN MAKIHARA	Trustee	-	$0	-	-
MEGUMI OKA	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Makioka Foundation
EIN: 13-3748081
In Care Of: % ERNST & YOUNG US LLP
Phone: 2127733000
Address: 259 E 7th Street, New York, NY 10009

Signing Officer

Name: Jun Makihara
Title: Trustee
Phone: 2127733000
Signed: 2025-01-15
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer: John D Cook
Phone: 2127733000

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	EY PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	3250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3250
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	271495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	873850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	551019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	352632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	815742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	542968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	403959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	1576174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	483414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	297570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	769869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	467645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE LONG POSITION I ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	SEE LONG POSITION II ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	CHAMPLAIN SMALL COMPANY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	GS INVESTMENT GRADE CREDIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	FUND CLASS P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	GS HIGH YIELD FLOATING RATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	FUND CLASS P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	GS HIGH YIELD FUND CLASS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	194195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	275000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	610128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	88642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	99999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	85094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PRETIUM RES CR II ACCESS OS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	APTITUDE PARTNERS LEV LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	CORAL CAPITAL III, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	CONTEXT VENTURES FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	FOUNTAIN THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	251231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	278481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	218999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	89870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	99999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	500459
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	137186
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	416342
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	9407
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	PASSTHROUGH INCOME:
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	2	MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	-2104
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	1	01
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	562204
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	3250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	3250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	6500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	416342
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	219450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	219450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	245058
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	137186
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	137186
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	538347
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1025067
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	9407
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	9407
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	416342
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	526239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	-731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	-731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	32104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	32104
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	611
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	10611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	222950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	35965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	268915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	562204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	807262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	35965
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	49465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	164967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	390936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	52822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	61526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	110024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	217045
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	27747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	27747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	61526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	110024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	217045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	226493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	500960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	269867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES - GS 8059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES - GS 3206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	PUBLICLY TRADED SECURITIES - GS 9523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	416342
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	538347
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	228501
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	690
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5314491
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4775454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5085990
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	233335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	233335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	233335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	240650
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	7315
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	7315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	8463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	9778
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	6000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	7315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	8463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	7315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	7315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	15778
IRS990PF/FMVAssetsEOYAmt	0	5762896
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	4775454
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	5085990
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	59683
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	83683
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	83683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3404733
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3407706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	3998631
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1141776
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1353058
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1439039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	164262
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	241543
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	241543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4775454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5085990
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	5762896
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	4775454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5085990
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4775454
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5085990
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4886295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	241501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3743613
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	73294
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	901181
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	240650
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	4813001
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	4886295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JUN MAKIHARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MEGUMI OKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	259 E 7th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	259 E 7th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	10009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	10009
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	222950
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	222950
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	100018604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	JUN MAKIHARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	219450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	219450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	222950
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	233335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	10385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	205791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	499061
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	10385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	694467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	205791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	488676
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	222950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	694467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	704852
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MEGUMI OKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	259 E 7TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10009
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	245058
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	57294
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	41691
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	94038
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	52035
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	370 SHS of Marathon Petroleum Corp
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	85 SHS of NVIDIA Corporation
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	895 SHS of Oracle Corporation
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	100 SHS of Unitedhealth Group
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2023-12-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2023-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	5000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LOAN TO MEGUMI OKA
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	223501
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	5000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	EXCESS OF FMV OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	SECURITIES DONATED TO FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	ADMINISTRATIVE ERROR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	250
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PASSTHROUGH INCOME:
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	CONTEXT VENTURES FUND I LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-2104
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	1373
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-2104
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	1373
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	690
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	COST BASIS AJDUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	32104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MGMT FEES - GS & CO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	32104
TaxesSchedule/TaxesDetail/Amt	0	10000
TaxesSchedule/TaxesDetail/Amt	1	611
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	611
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JUN MAKIHARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Makioka Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	MAKI
ReturnHeader/Filer/EIN	0	133748081
ReturnHeader/Filer/InCareOfNm	0	% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum	0	2127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	259 E 7th Street
ReturnHeader/Filer/USAddress/CityNm	0	New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	100018604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	John D Cook
ReturnHeader/ReturnTs	0	2025-01-15T08:04:13-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-03-01
ReturnHeader/TaxPeriodEndDt	0	2024-02-29
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,085,990
Liabilities: $0
Net assets: $5,085,990
Revenue: $807,262
Expenses: $268,915
Net income: $538,347

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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