Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
MAKO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)191 NORTH WACKER DRIVE 1500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606061899
A Employer identification number

30-0286945
B Telephone number (see instructions)

(312) 621-0590
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,071,612J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,824 3,824  
4 Dividends and interest from securities... 66,939 66,939  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,909
b Gross sales price for all assets on line 6a 690,712
7 Capital gain net income (from Part IV, line 2)... 141,098
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
129,893 129,176  
12 Total. Add lines 1 through 11........ 340,565 341,037  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,959 5,480   5,479
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,103 49,103   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,551 2,051   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,432 27,125   85
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,045 83,759   5,564
25 Contributions, gifts, grants paid....... 434,600 434,600
26 Total expenses and disbursements. Add lines 24 and 25 531,645 83,759   440,164
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -191,080
b Net investment income (if negative, enter -0-) 257,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 349,200 374,759 374,759
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,321,218 Click to see attachment
List of Attached Documents:
// Content
2,549,965 		2,666,523
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,548,789 Click to see attachment
List of Attached Documents:
// Content
1,105,995 		1,030,330
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
87 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,219,294 4,030,719 4,071,612
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,593 		Click to see attachment
List of Attached Documents:
// Content
12,370
23 Total liabilities (add lines 17 through 22)......... 13,593 12,370
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,205,701 4,018,349
29 Total net assets or fund balances (see instructions)..... 4,205,701 4,018,349
30 Total liabilities and net assets/fund balances (see instructions). 4,219,294 4,030,719
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,205,701
2
Enter amount from Part I, line 27a .....................
2
-191,080
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,728
4
Add lines 1, 2, and 3 ..........................
4
4,018,349
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,018,349
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WHI FIXED INCOME FUND III, L.P. P 2022-01-01 2022-12-31
b WHI NFP FUND, LLC P 2022-01-01 2022-12-31
c WHI PRIVATE EQUITY MANAGERS FUND III, L.P. P 2022-01-01 2022-12-31
d WHI PRIVATE EQUITY MANAGERS FUND IV, L.P. P 2022-01-01 2022-12-31
e WHI PRIVATE EQUITY MANAGERS FUND, LLC P 2022-01-01 2022-12-31
WHI REAL ESTATE PARTNERS I-F, L.P. P 2022-01-01 2022-12-31
PUBLICLY TRADED SECURITIES      
GAIN ON DISTRIBUTION - WHI PRIVATE EQUITY MANAGERS FUND P 2022-01-01 2022-12-31
GAIN ON DISTRIBUTION - WHI REAL ESTATE PARTNERS I-F, LP P 2022-01-01 2022-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       1,180
b       41,871
c       -241
d       17,504
e       1,032
      -23
690,712   612,561 78,151
      1,289
      335
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,180
b       41,871
c       -241
d       17,504
e       1,032
      -23
      78,151
      1,289
      335
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 141,098
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,576
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,576
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,576
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 10,246
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,246
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,670
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow6,670 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWILLIAM HARRIS INVESTORS INC Telephone no.right arrow (312) 621-0641

Located atright arrow191 N WACKER DRIVE SUITE 1500CHICAGOIL ZIP+4right arrow606061899
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS W MEYER PRESIDENT / DIRECTOR
1.00 		0 0 0
191 N WACKER DRIVE SUITE 1500
CHICAGO,IL606061899
JULIE STEVENSON SECRETARY / DIRECTOR
1.00 		0 0 0
191 N WACKER DRIVE SUITE 1500
CHICAGO,IL606061899
NANCY MEYER DIRECTOR
1.00 		0 0 0
191 N WACKER DRIVE SUITE 1500
CHICAGO,IL606061899
MICHAEL C MCQUINN VICE PRESIDENT
1.00 		0 0 0
191 N WACKER DRIVE SUITE 1500
CHICAGO,IL606061899
LAUREN K MACDONALD TREASURER
1.00 		0 0 0
191 N WACKER DRIVE SUITE 1500
CHICAGO,IL606061899
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,739,920
b
Average of monthly cash balances.......................
1b
364,056
c
Fair market value of all other assets (see instructions)................
1c
1,404,640
d
Total (add lines 1a, b, and c).........................
1d
4,508,616
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,508,616
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,629
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,440,987
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
222,049
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
222,049
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,576
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,576
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
218,473
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
218,473
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
218,473
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
440,164
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
440,164
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 218,473
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018...... 44,106
c From 2019...... 180,553
d From 2020...... 172,061
e From 2021...... 190,254
f Total of lines 3a through e ........ 586,974
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 440,164
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 218,473
e Remaining amount distributed out of corpus 221,691
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 808,665
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		808,665
10 Analysis of line 9:
a Excess from 2018.... 44,106
b Excess from 2019.... 180,553
c Excess from 2020.... 172,061
d Excess from 2021.... 190,254
e Excess from 2022.... 221,691
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NANCY MEYER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BARDAVON 1869 OPERA HOUSE

35 MARKET STREET
POUGHKEEPSIE,NY126013214 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 1,000

BLACK FARMER FUND

228 PARK AVENUE S 38732
BRONX,NY100031502 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 15,000

BUCKLEY COUNTRY DAY SCHOOL

I U WILLETS ROAD
ROSLYN,NY115760000 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 250

CAMPERSHIPS FOR NEBAGAMON INC

PO BOX 331
EAST TROY,WI531200331 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

CENTER FOR PUBLIC INTEGRITY

910 17TH NW STREET SUITE 1030
WASHINGTON,DC200060000 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

CENTER FOR PUBLIC INTEREST RESEARCH INC

294 WASHINGTON STREET
BOSTON,MA021084634 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 20,000

COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE (FKA CIVIL LIBERTIES AND PUBLIC P

89 SOUTH STREET SUITE 700
BOSTON,MA021112679 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

COLORADO COLLEGE

14 E CACHE LA POUDRE STREET
COLORADO SPGS,CO809033243 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 100

COMMUNITY SCHOOL ASSOCIATION

900 LAY ROAD
SAINT LOUIS,MO631241818 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 250

COMMUNITY VISION CAPITAL & CONSULTING (FKA NORTHERN CALIFORNIA COMMUNITY LO

870 MARKET STREET SUITE 677
SAN FRANCISCO,CA941023024 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

DEMOCRACY NOW

207 WEST 25TH STREET 11TH FLOOR
NEW YORK,NY100017161 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY100061751 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 15,000

EQUINE RESCUE

188 DUNTHORNE ROAD
BLOOMINGBURG,NY127213016 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 1,000

FIRST NATIONS DEVELOPMENT INSTITUTE (FOR COVID 19 EMERGENCY RELIEF FUND)

2432 MAIN STREET FLOOR 2
LONGMONT,CO805011101 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 16,500

FOOD BANK FOR NEW YORK CITY

39 BROADWAY
NEW YORK,NY100063003 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

FRIENDS ACADEMY

DUCK POND ROAD
LOCUST VALLEY,NY115600000 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 250

GO DOC GO

1156 OLD FORD ROAD
NEW PALTZ,NY125612654 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

HAMPSHIRE COLLEGE TRUSTEES

893 WEST STREET
AMHERST,MA010023372 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

HEALTHCONNECT ONE

227 W MONROE STREET
CHICAGO,IL606065055 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 1,000

IMMIGRANT LEGAL RESOURCE CENTER (ILRC)

1458 HOWARD STREET
SAN FRANCISCO,CA941032523 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BOULEVARD SUITE 1500
LOS ANGELES,CA900251030 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

JOBS WITH JUSTICE EDUCATION FUND

1150 CONNECTICUT AVENUE NORTHWEST
WASHINGTON,DC200364104 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

JOHN BURROUGHS SCHOOL

755 S PRICE ROAD
SAINT LOUIS,MO631241866 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 250

LONG ISLAND PINE BARRENS SOCIETY

2042 N COUNTRY ROAD
WADING RIVER,NY117921639 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

NARAL PRO-CHOICE AMERICA FOUNDATION

1725 EYE STREET NW SUITE 900
WASHINGTON,DC200062420 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

NATIONAL WRITING PROJECT

2120 UNIVERSITY AVENUE
BERKELEY,CA947041026 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 1,500

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH STREET
NEW YORK,NY100114211 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE
ARLINGTON,VA222031637 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 2,500

NORTHEASTERN MINNESOTANS FOR WILDERNESS -CAMPAIGN TO SAVE THE BOUNDARY WATE

PO BOX 625
ELY,MN557310625 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

PARTNERS IN HEALTH

800 BOYLSTON STREET SUITE 300
BOSTON,MA021997032 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

PERENNIAL

3762 S BROADWAY
SAINT LOUIS,MO631184029 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

POUGHKEEPSIE DAY SCHOOL INC

260 BOARDMAN ROAD
POUGHKEEPSIE,NY126034365 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 500

PROTEUS FUND - PIPER FUND

15 RESEARCH DRIVE SUITE B
AMHERST,MA010022795 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 15,000

PROTEUS FUND - RISE TOGETHER FUND

15 RESEARCH DRIVE SUITE B
AMHERST,MA010022795 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 15,000

RETHINKING SCHOOLS

6737 WEST WASHINGTON STREET SUITE
3249
MILWAUKEE,WI532145648 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

SAN FRANCISCO SCHOOL

300 GAVEN STREET
SAN FRANCISCO,CA941341113 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

SEEDS OF SOLIDARITY EDUCATION CENTER

165 CHESTNUT HILL ROAD
ORANGE,MA013641078 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 1,500

SHARE OUR STRENGTH

1030 15TH STREET NW SUITE 1100W
WASHINGTON,DC200051531 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 10,000

SHARED ROOTS EDUCATION FUND TIDES FOUNDATION AS FISCAL SPONSOR

PO BOX 29903
SAN FRANCISCO,CA941290903 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVENUE
MONTGOMERY,AL361044344 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 25,000

STREETSQUASH INC

40 W 116 STREET
NEW YORK,NY100262864 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 20,000

THEATRE FOR A NEW AUDIENCE INC (TFANA)

154 CHRISTOPHER STREET SUITE 3D
NEW YORK,NY100142840 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 2,500

TIDES CENTER - FOR THE MANY EDUCATIONAL FUND

1014 TORNEY AVENUE
SAN FRANCISCO,CA941291755 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 3,000

TYPE MEDIA CENTER INC (FKA THE NATION INSTITUTE)

8TH FLOOR
NEW YORK,NY100030000 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 20,000

UNISON ARTS CENTER

68 MOUNTAIN REST ROAD
NEW PALTZ,NY125612917 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 500

UNIVERSITY OF CALIFORNIA AT BERKELEY FOUNDATION

2195 HEARST AVENUE RM 120 MC 1104
BERKELEY,CA947201083 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

UNIVERSITY OF MICHIGAN - NEW ENGLAND LITERATURE PROGRAM (NELP)

3003 S STATE STREET 5082 WOLVERINE
TOWER
ANN ARBOR,MI481090000 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

WALLKILL VALLEY LAND TRUST

PO BOX 208
NEW PALTZ,NY125610208 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

WAMC NORTHEAST PUBLIC RADIO

318 CENTRAL AVENUE
ALBANY,NY122062522 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 5,000

WSHU

5151 PARK AVENUE
FAIRFIELD,CT068251090 		  PC GENERAL OPERATING SUPPORT/ANNUAL GIFT 2,000
Total .................................right arrow 3a 434,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,824  
4 Dividends and interest from securities ....     14 66,939  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 901101 675 14 129,176  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 -2 18 139,911  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNON-TAXABLE INCOME 		    01 42  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 673 339,892 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
340,565
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX ADVISORY FEES 10,959 5,480   5,479

TY 2022 InvestmentsCorpStockSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Name of Stock End of Year Book Value End of Year Fair Market Value
CALVERT US LRG CAP CORE RESPNSBL INDX I 91,740 128,356
PARNASSUS CORE EQUITY FUND I 445,541 513,116
PARNASSUS ENDEAVOR I 370,124 450,451
TIAA-CREF SOCIAL CHOICE I 211,635 250,028
DOMINI INTERNATIONAL SOCIAL EQUITY FD CL I 283,350 247,543
DOUBLELINE TOTAL RETURN BOND FUND CL I 149,893 124,783
TRILLIUM ESG GLOBAL EQUITY FUND INSTL 222,068 248,201
UBS INTL SUSTAINABLE EQUITY FUND 284,943 253,497
DOUBLELINE FLEXIBLE INCOME CL I 54,281 47,636
ISHARES CORE US AGGREGATE BOND FUND 71,078 63,528
ISHARES TR BARCLAYS 7 10 YR 53,403 45,304
RBC IMPACT BOND FUND CLASS I 198,871 179,941
JOHN HANCOCK SEAPORT FUND CL I 51,606 51,949
MFS GLOBAL ALTERNATIVE STRAT I 15,092 15,563
VIRTUS KAR LONG/SHORT EQUITY FUND CL I 26,134 26,281
VIVALDI MERGER ARBITRAGE FUND CL I 20,206 20,346

TY 2022 InvestmentsOtherSchedule2
Name:
MAKO FOUNDATION
EIN:
30-0286945
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WHI FIXED INCOME FUND III, L.P. AT COST 47,635 6,185
WHI REAL ESTATE PARTNERS I-F, L.P AT COST 0 273
HARRIS FAMILY REP-PF AT COST 135,141 818
WHI MORULA FUND II, L.P. AT COST 29,942 11,115
WHI NFP, LLC AT COST 829,770 849,750
WHI PRIVATE EQUITY MANAGERS FUND III, L.P. AT COST 12,120 8,197
WHI PRIVATE EQUITY MANAGERS FUND IV, L.P. AT COST 51,387 52,616
WHI REAL ESTATE PARTNERS III HF PF AT COST 0 101,376

TY 2022 OtherAssetsSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 87    


TY 2022 OtherExpensesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES FROM PASS-THROUGHS 27,119 27,119   0
FILING FEES 85 0   85
BANK FEES 6 6   0
NON-DEDUCTIBLE EXPENSES 222 0   0


TY 2022 OtherIncomeSchedule2
Name:
MAKO FOUNDATION
EIN:
30-0286945
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASSTHROUGH 129,851 129,176 129,851
NON-TAXABLE INCOME 42   42


TY 2022 OtherIncreasesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Description Amount
OTHER INCREASES 3,728


TY 2022 OtherLiabilitiesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Description Beginning of Year - Book Value End of Year - Book Value
ANCILLARY FEES 12,740 12,370
OTHER INVESTMENTS 853 0


TY 2022 OtherProfessionalFeesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICES FEES 36,200 36,200   0
INVESTMENT ADVISORY FEES 12,903 12,903   0


TY 2022 TaxesSchedule
Name:
MAKO FOUNDATION
EIN:
30-0286945
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAYMENTS 2,051 2,051   0
FEDERAL TAX PAYMENTS 7,500 0   0