Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE MORNINGSIDE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1188 CENTRE STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON CENTRE, MA02459
A Employer identification number

04-3339572
B Telephone number (see instructions)

(617) 244-2800
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$51,073,640J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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).............. 62,100,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 592 592  
4 Dividends and interest from securities......      
5a Gross rents.............. 3,799,373 3,799,373  
b Net rental income or (loss) 952,364
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 65,899,965 3,799,965  
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 21,640 21,640   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,128 10,128   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 736,697 734,848  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 2,112,047 2,112,047   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,880,512 2,878,663   0
25 Contributions, gifts, grants paid........ 62,619,060 62,619,060
26 Total expenses and disbursements. Add lines 24 and 25 65,499,572 2,878,663   62,619,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 400,393
b Net investment income (if negative, enter -0-) 921,302
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 3,507,941 4,020,426 4,020,426
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet192,900
Less: allowance for doubtful accounts bullet0 216,137 192,900 192,900
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)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet35,252,168
Less: accumulated depreciation (attach schedule) bullet9,445,977 26,389,380 Click to see attachment25,806,191 46,806,800
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,766,926 Click to see attachment7,766,926 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment54,678 Click to see attachment54,678 Click to see attachment53,514
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,935,062 37,841,121 51,073,640
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)...... 10,480,688 9,980,976
22 Other liabilities (describe bullet) Click to see attachment184,188 Click to see attachment189,566
23 Total liabilities (add lines 17 through 22).......... 10,664,876 10,170,542
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 27,270,186 27,670,579
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 27,270,186 27,670,579
31 Total liabilities and net assets/fund balances (see instructions).. 37,935,062 37,841,121
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 27,270,186
2 Enter amount from Part I, line 27a..................... 2 400,393
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 27,670,579
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 27,670,579
Form 990-PF (2014)
Form 990-PF (2014)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 7,150,677 49,155,316 0.145471
2012 3,069,642 48,359,768 0.063475
2011 2,812,260 46,980,556 0.059860
2010 6,447,760 46,619,032 0.138307
2009 2,402,060 37,355,333 0.064303
2 Total of line 1, column (d) ...................... 2 0.471416
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.094283
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 53,952,119
5 Multiply line 4 by line 3....................... 5 5,086,768
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,213
7 Add lines 5 and 6......................... 7 5,095,981
8 Enter qualifying distributions from Part XII, line 4.............. 8 62,619,060
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,213
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 9,213
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 9,213
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,920
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,603
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,523
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 70
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,240
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet9,240 RefundedBullet 11 0
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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
     
    No
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, MA, CA
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletPAULA E TURNBULL Telephone no.bullet (617) 244-2800
    Located atbullet1188 CENTRE STREETNEWTON CENTREMA ZIP+4bullet024590529
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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
    .........bullet
    c
    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 2014?.............
    1c
     
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?.......................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    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
    RONNIE CHAN DIRECTOR
    0.00     		0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    GERALD CHAN DIRECTOR
    0.00     		0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    PAULA E TURNBULL VICE-PRESIDENT
    0.00     		0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    LISA M SAMBUCCI VICE-PRESIDENT
    0.00     		0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    PETER STUART ALLENBY EDWARDS DIRECTOR
    0.00     		0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    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...................bullet 0
    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
    MCCARTHY LEGAL SERVICES LLC PROPERTY MGMT, LEGAL & ACCOUNTING 213,660
    1188 CENTRE STREET
    NEWTON CENTRE,MA02459
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-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.........................bullet0
    Part X
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    7,720,511
    c
    Fair market value of all other assets (see instructions)................
    1c
    47,053,214
    d
    Total (add lines 1a, b, and c).........................
    1d
    54,773,725
    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
    54,773,725
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    821,606
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    53,952,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,697,606
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,697,606
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    9,213
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,213
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,688,393
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,688,393
    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 XIII, line 1 ...
    7
    2,688,393
    Part XII
    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
    62,619,060
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    62,619,060
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    9,213
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    62,609,847
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 2,688,393
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 542,390
    b From 2010....... 4,124,723
    c From 2011....... 467,956
    d From 2012....... 651,654
    e From 2013....... 4,706,739
    fTotal of lines 3a through e......... 10,493,462
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 62,619,060
    a Applied to 2013, 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 2014 distributable amount..... 2,688,393
    e Remaining amount distributed out of corpus 59,930,667
    5 Excess distributions carryover applied to 2014. 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 70,424,129
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		542,390
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		69,881,739
    10 Analysis of line 9:
    a Excess from 2010.... 4,124,723
    b Excess from 2011.... 467,956
    c Excess from 2012.... 651,654
    d Excess from 2013.... 4,706,739
    e Excess from 2014.... 59,930,667
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2014, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    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 bullet
    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 (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    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
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110     		NONE PUBLIC GENERAL USE - RESEARCH 51,000
    BIBLES FOR AMERICA
    PO BOX 17537
    IRVINE,CA92623     		NONE PUBLIC GENERAL USE - RELIGIOUS 430,000
    COLD SPRING HARBOR LABORATORY
    1 BUNGTOWN RD
    COLD SPRING HARBOR,NY11724     		NONE PUBLIC GENERAL USE - RESEARCH 25,000
    COLUMBIA UNIVERSITY
    116TH STREET BROADWAY
    NEW YORK,NY10027     		NONE PUBLIC GENERAL USE - RESEARCH 10,000
    DEFENSE AND CONFIRMATION PROJECT
    1330 N PLACENTIA AVE
    FULLERTON,CA92831     		NONE PUBLIC GENERAL USE - RELIGIOUS 100,000
    HARVARD UNIVERSITY
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC GENERAL USE - RESEARCH 61,010,300
    JB LITTLE CTR RADIAT SCI & ENVIRON HEALTH
    677 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC GENERAL USE - RESEARCH 25,000
    LIVING STREAM MINISTRY
    PO BOX 2121
    ANAEIM,CA92814     		NONE PUBLIC GENERAL USE - RELIGIOUS 200,000
    MGH CANCER CENTER
    55 FRUIT STREET
    BOSTON,MA02114     		NONE PUBLIC GENERAL USE - RESEARCH 50,000
    PNEUMA MEDIA
    PO BOX 3010
    FULLERTON,CA92834     		NONE PUBLIC GENERAL USE - RELIGIOUS 60,000
    THE CHURCH IN ANAHEIM
    2528 W LA PALM AE
    ANAHEIM,CA92801     		NONE PUBLIC GENERAL USE - RELIGIOUS 66,000
    THE CHURCH IN CAMBRIDGE
    380 GREEN STREET
    CAMBRIDGE,MA02139     		NONE PUBLIC GENERAL USE - RELIGIOUS 288,260
    THE CHURCH IN FULLERTON
    1330 N PLACENTIA AVE
    FULLERTON,CA92831     		NONE PUBLIC GENERAL USE - RELIGIOUS 100,000
    THE CHURCH IN LOS ANGELES
    1743 W ADAMS BLVD
    LOS ANGELES,CA90018     		NONE PUBLIC GENERAL USE - RELIGIOUS 120,000
    THE SALTIRE FOUNDATION
    1000 N WEST STREET
    WILMINGTON,DE19801     		NONE PUBLIC GENERAL USE - RESEARCH 13,000
    ISSCR
    5215 OLD ORCHARD ROAD SUITE 270
    SKOKIE,IL60077     		NONE PUBLIC GENERAL USE - RESEARCH 500
    MIT
    11 CAMBRIDGE CENTER SUITE 101
    CAMBRIDGE,MA02142     		NONE PUBLIC GENERAL USE - RESEARCH 30,000
    MOVEABLE FEAST
    901 N MILTON AVENUE
    BALTIMORE,MD21205     		NONE PUBLIC GENERAL USE - RESEARCH 15,000
    NEW YORK ACADEMY OF SCIENCES
    250 GREENWICH STREET 40TH FLOOR
    NEW YORK,NY10007     		NONE PUBLIC GENERAL USE - RESEARCH 25,000
    Total .................................bullet 3a 62,619,060
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-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 ............     		    14 592  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 207,564      
    bNot debt-financed property..... 531120 744,782      
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 952,346 592 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13952,938
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE MORNINGSIDE FOUNDATION
     
    Employer identification number

    04-3339572
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE MORNINGSIDE FOUNDATION
          		Employer identification number

    04-3339572
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BANCHA INC  
    2550 MIDDLE ROAD SUITE 603
     
    BETTENDORF, IA52722

    		$1,050,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    KEEMUN INC  
    2550 MIDDLE ROAD SUITE 603
     
    BETTENDORF, IA52722

    		$1,050,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    ECHO ENTERPIRSES INTERNATIONAL HOLD  
    3-5 AVENUE DES CITRONNIERS
     
      ,   98000MN

    		$60,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE MORNINGSIDE FOUNDATION
          		Employer identification number

    04-3339572
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE MORNINGSIDE FOUNDATION
          		Employer identification number

    04-3339572
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 21,640 21,640   0

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    TY 2014 AmortizationSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    COMMISSION 1999-03-01 16,000 16,000 36.000000000000   0   16,000
    COMMISSION 1999-07-01 31,258 31,258 60.000000000000   0   31,258
    EQUIPMENT 1987-05-14 24,429 24,429 5.000000000000   0   24,429
    FINANCING COSTS 2005-04-05 49,169 21,508 240.000000000000 2,458 2,458   23,966
    FINANCING COSTS 2005-04-05 18,392 8,050 240.000000000000 920 920   8,970
    11-13 STORY CLOSING COSTS 2005-04-01 11,166 2,441 480.000000000000 279 279   2,720
    63 DANA STREET LOAN COSTS 2006-06-27 25,084 18,810 120.000000000000 2,508 2,508   21,318
    LOAN COSTS 2006-04-10 33,004 25,575 120.000000000000 3,300 3,300   28,875
    COMMISSION 2011-12-31 44,250 17,700 60.000000000000 8,850 8,850   26,550
    FINANCING COSTS 2011-07-21 6,897 834 240.000000000000 345 345   1,179
    COMMISSION 2013-12-31 15,677   60.000000000000 3,135 3,135   3,135

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    TY 2014 DepreciationSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE AND FIXTURES 1999-01-01 12,375 12,375 200DB 5.000000000000 0 0    
    VOICE DATA, INC. 2000-08-16 4,070 4,070 200DB 5.000000000000 0 0    
    VOICE DATA, INC. 2000-12-07 4,243 4,243 200DB 5.000000000000 0 0    
    VOICE DATA, INC. 2000-12-21 608 608 200DB 5.000000000000 0 0    
    BUILDING 1992-06-04 2,332,138 1,594,860 SL 31.500000000000 74,036 74,036    
    IMPROVEMENTS-HVAC 1992-09-24 4,175 2,828 SL 31.500000000000 133 133    
    IMPROVEMENTS-ROOF 1992-11-05 53,412 35,824 SL 31.500000000000 1,696 1,696    
    IMPROVEMENTS 1993-03-31 169,124 111,631 SL 31.500000000000 5,369 5,369    
    IMPROVEMENTS 1993-04-30 65,937 43,345 SL 31.500000000000 2,093 2,093    
    IMPROVEMENTS 1993-05-31 12,042 7,881 SL 31.500000000000 382 382    
    IMPROVEMENTS 1993-06-30 23,807 15,528 SL 31.500000000000 756 756    
    IMPROVEMENTS 1993-10-27 1,571 1,009 SL 31.500000000000 50 50    
    IMPROVEMENTS 1993-12-30 4,016 2,549 SL 31.500000000000 127 127    
    IMPROVEMENTS 1994-01-01 3,960 1,651 SL 39.000000000000 102 102    
    IMPROVEMENTS 1994-03-01 18,820 9,556 SL 39.000000000000 483 483    
    IMPROVEMENTS 1994-07-06 1,500 743 SL 39.000000000000 38 38    
    IMPROVEMENTS 1998-03-30 872 349 SL 39.000000000000 22 22    
    IMPROVEMENTS 1998-03-30 3,457 1,654 SL 31.500000000000 110 110    
    IMPROVEMENTS 1999-01-19 3,757 3,757 200DB 5.000000000000 0 0    
    IMPROVEMENTS 1999-06-02 2,163 2,163 200DB 5.000000000000 0 0    
    IMPROVEMENTS 2000-08-24 79,495 27,259 SL 39.000000000000 2,038 2,038    
    IMPROVEMENTS 2000-09-12 64,287 21,905 SL 39.000000000000 1,648 1,648    
    IMPROVEMENTS 2000-10-19 71,537 24,224 SL 39.000000000000 1,834 1,834    
    IMPROVEMENTS 2000-12-27 7,077 2,361 SL 39.000000000000 181 181    
    IMPROVEMENTS 1993-06-09 2,530 2,530 150DB 15.000000000000 0 0    
    BUILDING 1987-05-12 560,000 542,186 SL 27.500000000000 17,814 17,814    
    BUILDING 1987-05-12 560,000 542,186 SL 27.500000000000 17,814 17,814    
    ACQUISITION 1987-05-12 8,904 8,623 SL 27.500000000000 281 281    
    IMPROVEMENTS 1987-06-03 4,400 4,247 SL 27.500000000000 153 153    
    IMPROVEMENTS 1987-12-01 3,504 3,313 SL 27.500000000000 127 127    
    IMPROVEMENTS 1989-01-01 2,440 2,218 SL 27.500000000000 89 89    
    IMPROVEMENTS 1989-03-01 3,578 3,224 SL 27.500000000000 130 130    
    IMPROVEMENTS 1989-04-01 53,469 48,037 SL 27.500000000000 1,944 1,944    
    IMPROVEMENTS 1989-05-01 55,738 49,913 SL 27.500000000000 2,027 2,027    
    IMPROVEMENTS 1989-06-01 116,322 103,810 SL 27.500000000000 4,230 4,230    
    IMPROVEMENTS 1989-07-01 57,543 51,173 SL 27.500000000000 2,092 2,092    
    IMPROVEMENTS 1989-08-01 30,059 26,643 SL 27.500000000000 1,093 1,093    
    IMPROVEMENTS 1989-09-01 53,988 47,687 SL 27.500000000000 1,963 1,963    
    IMPROVEMENTS 1989-10-01 18,318 16,124 SL 27.500000000000 666 666    
    IMPROVEMENTS 1989-11-01 112,166 98,403 SL 27.500000000000 4,079 4,079    
    IMPROVEMENTS 1989-12-01 30,443 26,614 SL 27.500000000000 1,107 1,107    
    IMPROVEMENTS 1990-01-01 24,795 21,606 SL 27.500000000000 902 902    
    IMPROVEMENTS 1990-02-01 64,272 55,798 SL 27.500000000000 2,337 2,337    
    IMPROVEMENTS 1990-03-01 48,773 42,201 SL 27.500000000000 1,774 1,774    
    IMPROVEMENTS 1990-04-03 9,132 7,872 SL 27.500000000000 332 332    
    IMPROVEMENTS 1990-04-03 13,300 11,471 SL 27.500000000000 484 484    
    BUILDING 1990-04-05 1,250 1,072 SL 27.500000000000 45 45    
    BUILDING 1990-04-05 10,627 9,157 SL 27.500000000000 386 386    
    BUILDING 1990-04-11 2,042 1,757 SL 27.500000000000 74 74    
    BUILDING 1990-04-17 8,465 7,300 SL 27.500000000000 308 308    
    BUILDING 1990-04-20 972 834 SL 27.500000000000 35 35    
    BUILDING 1990-04-26 739 639 SL 27.500000000000 27 27    
    BUILDING 1990-04-26 3,506 3,017 SL 27.500000000000 127 127    
    BUILDING 1990-05-01 2,911 2,503 SL 27.500000000000 106 106    
    BUILDING 1990-05-01 4,544 3,901 SL 27.500000000000 165 165    
    BUILDING 1990-05-11 6,489 5,575 SL 27.500000000000 236 236    
    BUILDING 1990-05-16 14,362 12,335 SL 27.500000000000 522 522    
    BUILDING 1990-05-25 10,000 8,595 SL 27.500000000000 364 364    
    BUILDING 1990-05-31 4,354 3,737 SL 27.500000000000 158 158    
    BUILDING 1990-06-19 608 519 SL 27.500000000000 22 22    
    BUILDING 1990-08-24 909 772 SL 27.500000000000 33 33    
    BUILDING 1990-09-20 2,298 1,952 SL 27.500000000000 84 84    
    BUILDING 1990-09-20 3,523 2,983 SL 27.500000000000 128 128    
    BUILDING 1990-09-26 8,434 7,147 SL 27.500000000000 307 307    
    BUILDING 1990-10-04 4,006 3,385 SL 27.500000000000 146 146    
    IMPROVEMENTS 1990-10-11 8,124 6,851 SL 27.500000000000 295 295    
    IMPROVEMENTS 1990-10-19 7,758 6,546 SL 27.500000000000 282 282    
    IMPROVEMENTS 1990-12-14 30,000 25,137 SL 27.500000000000 1,091 1,091    
    BUILDING 1991-01-08 31,946 26,674 SL 27.500000000000 1,162 1,162    
    BUILDING 1991-01-24 5,179 4,320 SL 27.500000000000 188 188    
    BUILDING 1991-02-07 6,019 5,008 SL 27.500000000000 219 219    
    BUILDING 1991-02-08 31,946 26,577 SL 27.500000000000 1,162 1,162    
    BUILDING 1991-03-05 14,248 11,807 SL 27.500000000000 518 518    
    BUILDING 1991-03-20 72,874 60,398 SL 27.500000000000 2,650 2,650    
    BUILDING 1991-04-18 51,393 42,440 SL 27.500000000000 1,869 1,869    
    BUILDING 1991-05-14 60,000 49,366 SL 27.500000000000 2,182 2,182    
    BUILDING 1991-05-17 21,927 18,036 SL 27.500000000000 797 797    
    BUILDING 1991-06-13 115,751 94,879 SL 27.500000000000 4,209 4,209    
    BUILDING 1991-06-18 11,482 9,417 SL 27.500000000000 418 418    
    BUILDING 1991-06-27 8,936 7,325 SL 27.500000000000 325 325    
    BUILDING 1991-07-25 8,317 6,787 SL 27.500000000000 302 302    
    BUILDING 1991-08-01 104,415 84,957 SL 27.500000000000 3,797 3,797    
    BUILDING 1991-09-06 16,077 13,037 SL 27.500000000000 585 585    
    BUILDING 1991-09-17 3,793 3,075 SL 27.500000000000 138 138    
    BUILDING 1991-09-17 100,000 81,056 SL 27.500000000000 3,636 3,636    
    BUILDING 1991-10-14 4,575 3,690 SL 27.500000000000 166 166    
    BUILDING 1991-11-05 71,955 57,896 SL 27.500000000000 2,617 2,617    
    BUILDING 1991-12-16 32,401 25,967 SL 27.500000000000 1,178 1,178    
    IMPROVEMENTS 1992-01-07 2,695 2,695 150DB 15.000000000000 0 0    
    BUILDING 1992-11-02 19,000 14,596 SL 27.500000000000 691 691    
    IMPROVEMENTS 1993-06-01 3,396 2,531 SL 27.500000000000 123 123    
    IMPROVEMENTS 1994-06-07 1,270 900 SL 27.500000000000 46 46    
    IMPROVEMENTS 1994-08-29 24,762 17,441 SL 27.500000000000 900 900    
    IMPROVEMENTS 1994-09-01 3,103 3,103 200DB 7.000000000000 0 0    
    IMPROVEMENTS 1994-10-20 4,352 3,037 SL 27.500000000000 158 158    
    IMPROVEMENTS 1994-11-14 3,945 2,738 SL 27.500000000000 143 143    
    IMPROVEMENTS 1994-11-14 13,675 9,507 SL 27.500000000000 497 497    
    IMPROVEMENTS 1994-11-14 6,369 4,434 SL 27.500000000000 232 232    
    IMPROVEMENTS 1994-11-28 1,200 839 SL 27.500000000000 44 44    
    IMPROVEMENTS 1997-05-22 4,050 2,446 SL 27.500000000000 147 147    
    BUILDING 1998-09-02 745 413 SL 27.500000000000 27 27    
    BUILDING 1998-10-01 3,600 1,992 SL 27.500000000000 131 131    
    IMPROVEMENTS 2001-06-13 9,540 4,351 SL 27.500000000000 347 347    
    IMPROVEMENTS 2001-07-11 10,300 4,671 SL 27.500000000000 375 375    
    EQUIPMENT 1995-01-01 1,046 1,046 200DB 5.000000000000 0 0    
    LAND 1993-07-21 75,673   L   0 0    
    BUILDING 1993-07-21 320,750 238,623 SL 27.500000000000 11,664 11,664    
    LAND 1997-07-24 694,940   L 7.000000000000 0 0    
    BUILDING 1993-06-03 213,150 159,218 SL 27.500000000000 7,751 7,751    
    LAND 1993-06-03 64,174   L   0 0    
    BUILDING 1987-05-12 120,000 116,186 SL 27.500000000000 3,636 3,636    
    BUILDING 1990-05-04 9,868 8,479 SL 27.500000000000 359 359    
    BUILDING 1992-10-23 10,445 8,057 SL 27.500000000000 380 380    
    BUILDING 1993-06-01 12,325 9,204 SL 27.500000000000 448 448    
    IMPROVEMENTS 1993-11-12 12,512 9,157 SL 27.500000000000 455 455    
    IMPROVEMENTS 1994-04-06 1,150 826 SL 27.500000000000 42 42    
    LAND 1188 CENTRE ST 1992-06-04 788,688   L   0 0    
    LAND 1987-05-12 1,578,647   L   0 0    
    HOT WATER HEATER 2004-01-01 1,000 500 200DB 5.000000000000 0 0    
    APPLIANCES 2004-05-01 2,011 1,005 200DB 5.000000000000 0 0    
    APPLIANCES 2004-10-12 916 458 200DB 5.000000000000 0 0    
    ACQUISITION 2004-11-16 575 287 200DB 5.000000000000 0 0    
    IMPROVEMENTS 2003-12-03 4,962 1,281 SL 39.000000000000 127 127    
    HVAC 2004-12-15 5,350 2,675 200DB 5.000000000000 0 0    
    HVAC COMPRESSOR 2005-08-01 6,540 6,540 SL 5.000000000000 0 0    
    APPLIANCES 2005-11-01 319 319 200DB 5.000000000000 0 0    
    CONDOMINIUM UNITS 2005-04-07 3,234,000 1,024,100 SL 27.500000000000 117,600 117,600    
    CONDOMINIUM UNIT 2005-06-01 375,000 116,474 SL 27.500000000000 13,636 13,636    
    CONDOMINIUM UNIT 2005-06-28 375,000 116,474 SL 27.500000000000 13,636 13,636    
    APPLIANCES 2005-09-09 424 424 SL 5.000000000000 0 0    
    LAND 2005-04-05 3,800,000   L   0 0    
    BUILDING 2005-04-05 1,200,000 267,947 SL 39.000000000000 30,769 30,769    
    LAND 2005-04-05 1,000,000   L   0 0    
    LAND 2005-04-05 1,550,000   L   0 0    
    BUILDING 2005-04-05 800,000 178,634 SL 39.000000000000 20,513 20,513    
    11-13 APPLIANCES 2006-08-03 701 701 200DB 5.000000000000 0 0    
    HAMMOND FENCE 2006-11-08 6,500 3,085 SL 15.000000000000 433 433    
    HAMMOND APPLIANCES 2006-08-03 2,202 2,202 200DB 5.000000000000 0 0    
    ELEVATOR 2006-06-28 53,549 10,355 SL 39.000000000000 1,373 1,373    
    63 DANA STREET LAND 2006-03-02 985,800   L   0 0    
    63 DANA STREET BUILDING 2006-03-02 1,814,200 514,024 SL 27.500000000000 65,971 65,971    
    63 DANA STREET IMPROVEMENTS 2006-09-30 132,706 35,189 SL 27.500000000000 4,826 4,826    
    30 ATHENS STREET LAND 2006-03-15 718,600   L   0 0    
    30 ATHENS STREET BUILDING 2006-03-15 701,400 198,727 SL 27.500000000000 25,505 25,505    
    30 ATHENS STREET IMPROVEMENTS 2006-06-30 9,700 2,662 SL 27.500000000000 353 353    
    30 ATHENS STREET CLOSING COSTS 2006-03-15 2,300 654 SL 27.500000000000 84 84    
    63 DANA STREET CLOSING COSTS 2006-03-02 3,235 919 SL 27.500000000000 118 118    
    30 ATHENS STREET IMPROVEMENTS 2007-09-26 500 113 SL 27.500000000000 18 18    
    30 ATHENS STREET IMPROVEMENTS 2007-11-19 20,781 4,630 SL 27.500000000000 756 756    
    PAULINE DRIVE IMPROVEMENTS 2007-12-14 4,901 1,075 SL 27.500000000000 178 178    
    1188 CENTRE IMPROVEMENTS 2007-11-14 4,300 674 SL 39.000000000000 110 110    
    11-13 STORY UNIT 2 PURCHASE 2007-04-19 350,000 85,377 SL 27.500000000000 12,727 12,727    
    HAMMOND IMPROVEMENTS 2007-11-28 25,783 10,529 SL 15.000000000000 1,719 1,719    
    11-13 STORY UNIT 2 CLOSING COSTS 2007-06-30 1,040 248 SL 27.500000000000 38 38    
    11-13 STORY APPLIANCES 2007-07-17 1,733 1,733 200DB 5.000000000000 0 0    
    HOT WATER HEATER 2008-08-20 1,024 1,024 SL 5.000000000000 0 0    
    HAMMOND IMPROVEMENTS 2008-02-21 5,089 1,087 SL 27.500000000000 185 185    
    1188 CENTRE IMPROVEMENTS 2008-07-18 127,760 17,881 SL 39.000000000000 3,276 3,276    
    30 ATHENS STREET IMPROVEMENTS 2008-10-09 18,156 3,438 SL 27.500000000000 660 660    
    509 BOILER 2009-08-21 10,900 10,311 200DB 5.000000000000 589 589    
    1188 CENTRE IMPROVEMENTS 2009-12-31 162,354 16,825 SL 39.000000000000 4,163 4,163    
    LAND 2009-03-05 491,300   L   0 0    
    BUILDING 2009-03-05 4,421,700 770,447 SL 27.500000000000 160,789 160,789    
    1-11 GRAY STREET CLOSING COSTS 2009-03-05 5,300 925 SL 27.500000000000 193 193    
    ASBESTOS ABATEMENT 2009-03-19 3,600 628 SL 27.500000000000 131 131    
    IMPROVEMENTS 2009-06-10 37,400 6,177 SL 27.500000000000 1,360 1,360    
    APPLIANCES 2010-08-01 1,581 1,308 200DB 5.000000000000 182 273    
    IMPROVEMENTS 2010-06-30 48,198 6,208 SL 27.500000000000 1,753 1,753    
    IMPROVEMENTS 2010-01-22 2,962 427 SL 27.500000000000 108 108    
    IMPROVEMENTS 2010-09-30 4,500 540 SL 27.500000000000 164 164    
    HAMMOND IMPROVEMENTS (NEW ROOF) 2011-07-19 30,670 2,741 SL 27.500000000000 1,115 1,115    
    1188 CENTRE IMPROVEMENTS 2011-11-10 27,611 1,504 SL 39.000000000000 708 708    
    IMPROVEMENTS 2011-09-21 54,653 4,554 SL 27.500000000000 1,987 1,987    
    APPLIANCES 2012-07-31 2,456 639 200DB 5.000000000000 236 491    
    LAND 2011-03-01 275,000   L   0 0    
    BUILDING 2011-03-01 75,000 7,613 SL 27.500000000000 2,727 2,727    
    IMPROVEMENTS 2011-05-18 11,144 1,063 SL 27.500000000000 405 405    
    LAND 2011-07-21 1,330,000     0 % 0 0    
    BUILDING 2011-07-21 301,000 26,907 SL 27.500000000000 10,945 10,945    
    IMPROVEMENTS 2011-12-07 20,000 1,484 SL 27.500000000000 727 727    
    DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 2012-10-19 6,210 273 SL 27.500000000000 226 226    
    1188 CENTRE IMPROVEMENTS 2012-07-31 125,433 4,690 SL 39.000000000000 3,216 3,216    
    PARKING LOT IMPROVEMENTS 2012-10-11 21,350 661 SL 39.000000000000 547 547    
    NEW BOILER 2012-02-23 33,930 2,314 SL 27.500000000000 1,234 1,234    
    PATIO 2012-09-10 2,700 127 SL 27.500000000000 98 98    
    PORTICO 2012-02-23 1,255 86 SL 27.500000000000 46 46    
    UNIT RENOVAIONS 2012-03-01 17,594 1,146 SL 27.500000000000 640 640    
    BOILER 2012-08-13 18,750 938 SL 27.500000000000 682 682    
    DECK 2012-01-11 10,700 762 SL 27.500000000000 389 389    
    IMPROVEMENTS UNIT #1 2012-07-31 26,293 1,394 SL 27.500000000000 956 956    
    IMPROVEMENTS UNIT #2 2012-09-30 12,565 590 SL 27.500000000000 457 457    
    IMPROVEMENTS UNIT #3 2012-09-30 27,848 1,308 SL 27.500000000000 1,013 1,013    
    IMPROVEMENTS UNIT #5 2012-10-11 7,020 308 SL 27.500000000000 255 255    
    ASBESTOS REMOVAL 2012-07-16 1,793 95 SL 27.500000000000 65 65    
    IMPROVEMENTS - OTHER 2012-09-30 11,163 524 SL 27.500000000000 406 406    
    11-13 STORY APPLIANCES 2013-06-06 1,023 102 200DB 5.000000000000 164 205    
    1188 CENTRE IMPROVEMENTS 2013-07-03 7,280 86 SL 39.000000000000 187 187    
    1188 CENTRE - APPLIANCES 2013-07-12 903 90 200DB 5.000000000000 144 181    
    IMPROVEMENTS 2013-10-30 4,532 34 SL 27.500000000000 165 165    
    TENANT BUILD OUT 2013-08-30 45,000 433 SL 39.000000000000 1,154 1,154    
    30 ATHENS STREET IMPROVEMENTS 2013-10-30 8,024 61 SL 27.500000000000 292 292    
    BATH REMODEL (1-2 GRAY) 2013-02-20 4,425 141 SL 27.500000000000 161 161    
    REWIRE APARTMENT (1-6 GRAY) 2013-06-14 5,200 102 SL 27.500000000000 189 189    
    REMODEL BATHROOM (11-8 GRAY) 2013-07-03 4,720 79 SL 27.500000000000 172 172    
    IMPROVEMENTS - UNIT 5 2013-11-20 24,034 109 SL 27.500000000000 874 874    
    IMPROVEMENTS - OTHER 2013-04-05 3,250 84 SL 27.500000000000 118 118    
    30 ATHENS STREET APPLIANCES 2013-10-30 516 52 200DB 5.000000000000 82 103    
    11-13 STORY APPLIANCES 2014-03-01 2,066   200DB 5.000000000000 1,395 344    
    HAMMOND APPLIANCES 2014-02-06 765   200DB 5.000000000000 517 140    
    HAMMOND IMPROVEMENTS 2014-05-15 11,670   SL 27.500000000000 265 265    
    HAMMOND APPLIANCES 2014-07-09 685   200DB 5.000000000000 394 69    
    1188 CENTRE - APPLIANCES 2014-02-20 615   200DB 5.000000000000 369 103    
    IMPROVEMENTS 2014-10-30 7,950   SL 39.000000000000 42 42    
    IMPROVEMENTS 2014-06-25 71,695   SL 39.000000000000 996 996    
    LIGHTTING 2014-03-05 3,900   SL 27.500000000000 112 112    
    REMODEL BATHROOM (1-8 GRAY) 2014-03-20 10,067   SL 27.500000000000 290 290    
    APPLIANCES 2014-06-25 550   200DB 5.000000000000 330 55    
    IMPROVEMENTS (11-3 GRAY) 2014-07-30 26,590   SL 27.500000000000 443 443    
    IMPROVEMENTS (1-5 GRAY) 2014-08-28 38,750   SL 27.500000000000 528 528    

    TY 2014 InvestmentsLandSchedule2
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND FIXTURES 12,375 12,375 0  
    VOICE DATA, INC. 4,070 4,070 0  
    VOICE DATA, INC. 4,243 4,243 0  
    VOICE DATA, INC. 608 608 0  
    BUILDING 2,332,138 1,668,896 663,242  
    IMPROVEMENTS-HVAC 4,175 2,961 1,214  
    IMPROVEMENTS-ROOF 53,412 37,520 15,892  
    IMPROVEMENTS 169,124 117,000 52,124  
    IMPROVEMENTS 65,937 45,438 20,499  
    IMPROVEMENTS 12,042 8,263 3,779  
    IMPROVEMENTS 23,807 16,284 7,523  
    IMPROVEMENTS 1,571 1,059 512  
    IMPROVEMENTS 4,016 2,676 1,340  
    IMPROVEMENTS 3,960 1,753 2,207  
    IMPROVEMENTS 18,820 10,039 8,781  
    IMPROVEMENTS 1,500 781 719  
    IMPROVEMENTS 872 371 501  
    IMPROVEMENTS 3,457 1,764 1,693  
    IMPROVEMENTS 3,757 3,757 0  
    IMPROVEMENTS 2,163 2,163 0  
    IMPROVEMENTS 79,495 29,297 50,198  
    IMPROVEMENTS 64,287 23,553 40,734  
    IMPROVEMENTS 71,537 26,058 45,479  
    IMPROVEMENTS 7,077 2,542 4,535  
    IMPROVEMENTS 2,530 2,530 0  
    COMMISSION 16,000 16,000 0  
    COMMISSION 31,258 31,258 0  
    BUILDING 560,000 560,000 0  
    BUILDING 560,000 560,000 0  
    ACQUISITION 8,904 8,904 0  
    IMPROVEMENTS 4,400 4,400 0  
    IMPROVEMENTS 3,504 3,440 64  
    IMPROVEMENTS 2,440 2,307 133  
    IMPROVEMENTS 3,578 3,354 224  
    IMPROVEMENTS 53,469 49,981 3,488  
    IMPROVEMENTS 55,738 51,940 3,798  
    IMPROVEMENTS 116,322 108,040 8,282  
    IMPROVEMENTS 57,543 53,265 4,278  
    IMPROVEMENTS 30,059 27,736 2,323  
    IMPROVEMENTS 53,988 49,650 4,338  
    IMPROVEMENTS 18,318 16,790 1,528  
    IMPROVEMENTS 112,166 102,482 9,684  
    IMPROVEMENTS 30,443 27,721 2,722  
    IMPROVEMENTS 24,795 22,508 2,287  
    IMPROVEMENTS 64,272 58,135 6,137  
    IMPROVEMENTS 48,773 43,975 4,798  
    IMPROVEMENTS 9,132 8,204 928  
    IMPROVEMENTS 13,300 11,955 1,345  
    BUILDING 1,250 1,117 133  
    BUILDING 10,627 9,543 1,084  
    BUILDING 2,042 1,831 211  
    BUILDING 8,465 7,608 857  
    BUILDING 972 869 103  
    BUILDING 739 666 73  
    BUILDING 3,506 3,144 362  
    BUILDING 2,911 2,609 302  
    BUILDING 4,544 4,066 478  
    BUILDING 6,489 5,811 678  
    BUILDING 14,362 12,857 1,505  
    BUILDING 10,000 8,959 1,041  
    BUILDING 4,354 3,895 459  
    BUILDING 608 541 67  
    BUILDING 909 805 104  
    BUILDING 2,298 2,036 262  
    BUILDING 3,523 3,111 412  
    BUILDING 8,434 7,454 980  
    BUILDING 4,006 3,531 475  
    IMPROVEMENTS 8,124 7,146 978  
    IMPROVEMENTS 7,758 6,828 930  
    IMPROVEMENTS 30,000 26,228 3,772  
    BUILDING 31,946 27,836 4,110  
    BUILDING 5,179 4,508 671  
    BUILDING 6,019 5,227 792  
    BUILDING 31,946 27,739 4,207  
    BUILDING 14,248 12,325 1,923  
    BUILDING 72,874 63,048 9,826  
    BUILDING 51,393 44,309 7,084  
    BUILDING 60,000 51,548 8,452  
    BUILDING 21,927 18,833 3,094  
    BUILDING 115,751 99,088 16,663  
    BUILDING 11,482 9,835 1,647  
    BUILDING 8,936 7,650 1,286  
    BUILDING 8,317 7,089 1,228  
    BUILDING 104,415 88,754 15,661  
    BUILDING 16,077 13,622 2,455  
    BUILDING 3,793 3,213 580  
    BUILDING 100,000 84,692 15,308  
    BUILDING 4,575 3,856 719  
    BUILDING 71,955 60,513 11,442  
    BUILDING 32,401 27,145 5,256  
    IMPROVEMENTS 2,695 2,695 0  
    BUILDING 19,000 15,287 3,713  
    IMPROVEMENTS 3,396 2,654 742  
    IMPROVEMENTS 1,270 946 324  
    IMPROVEMENTS 24,762 18,341 6,421  
    IMPROVEMENTS 3,103 3,103 0  
    IMPROVEMENTS 4,352 3,195 1,157  
    IMPROVEMENTS 3,945 2,881 1,064  
    IMPROVEMENTS 13,675 10,004 3,671  
    IMPROVEMENTS 6,369 4,666 1,703  
    IMPROVEMENTS 1,200 883 317  
    IMPROVEMENTS 4,050 2,593 1,457  
    BUILDING 745 440 305  
    BUILDING 3,600 2,123 1,477  
    IMPROVEMENTS 9,540 4,698 4,842  
    IMPROVEMENTS 10,300 5,046 5,254  
    EQUIPMENT 24,429 24,429 0  
    EQUIPMENT 1,046 1,046 0  
    LAND 75,673 0 75,673  
    BUILDING 320,750 250,287 70,463  
    LAND 694,940 0 694,940  
    BUILDING 213,150 166,969 46,181  
    LAND 64,174 0 64,174  
    BUILDING 120,000 119,822 178  
    BUILDING 9,868 8,838 1,030  
    BUILDING 10,445 8,437 2,008  
    BUILDING 12,325 9,652 2,673  
    IMPROVEMENTS 12,512 9,612 2,900  
    IMPROVEMENTS 1,150 868 282  
    LAND 1188 CENTRE ST 788,688 0 788,688  
    LAND 1,578,647 0 1,578,647  
    HOT WATER HEATER 1,000 1,000 0  
    APPLIANCES 2,011 2,011 0  
    APPLIANCES 916 916 0  
    ACQUISITION 575 575 0  
    IMPROVEMENTS 4,962 1,408 3,554  
    HVAC 5,350 5,350 0  
    HVAC COMPRESSOR 6,540 6,540 0  
    APPLIANCES 319 319 0  
    CONDOMINIUM UNITS 3,234,000 1,141,700 2,092,300  
    CONDOMINIUM UNIT 375,000 130,110 244,890  
    CONDOMINIUM UNIT 375,000 130,110 244,890  
    APPLIANCES 424 424 0  
    LAND 3,800,000 0 3,800,000  
    BUILDING 1,200,000 298,716 901,284  
    FINANCING COSTS 49,169 23,966 25,203  
    LAND 1,000,000 0 1,000,000  
    LAND 1,550,000 0 1,550,000  
    BUILDING 800,000 199,147 600,853  
    FINANCING COSTS 18,392 8,970 9,422  
    11-13 STORY CLOSING COSTS 11,166 2,720 8,446  
    11-13 APPLIANCES 701 701 0  
    HAMMOND FENCE 6,500 3,518 2,982  
    HAMMOND APPLIANCES 2,202 2,202 0  
    ELEVATOR 53,549 11,728 41,821  
    63 DANA STREET LAND 985,800 0 985,800  
    63 DANA STREET BUILDING 1,814,200 579,995 1,234,205  
    63 DANA STREET IMPROVEMENTS 132,706 40,015 92,691  
    63 DANA STREET LOAN COSTS 25,084 21,318 3,766  
    30 ATHENS STREET LAND 718,600 0 718,600  
    30 ATHENS STREET BUILDING 701,400 224,232 477,168  
    30 ATHENS STREET IMPROVEMENTS 9,700 3,015 6,685  
    30 ATHENS STREET CLOSING COSTS 2,300 738 1,562  
    LOAN COSTS 33,004 28,875 4,129  
    63 DANA STREET CLOSING COSTS 3,235 1,037 2,198  
    30 ATHENS STREET IMPROVEMENTS 500 131 369  
    30 ATHENS STREET IMPROVEMENTS 20,781 5,386 15,395  
    PAULINE DRIVE IMPROVEMENTS 4,901 1,253 3,648  
    1188 CENTRE IMPROVEMENTS 4,300 784 3,516  
    11-13 STORY UNIT 2 PURCHASE 350,000 98,104 251,896  
    HAMMOND IMPROVEMENTS 25,783 12,248 13,535  
    11-13 STORY UNIT 2 CLOSING COSTS 1,040 286 754  
    11-13 STORY APPLIANCES 1,733 1,733 0  
    HOT WATER HEATER 1,024 1,024 0  
    HAMMOND IMPROVEMENTS 5,089 1,272 3,817  
    1188 CENTRE IMPROVEMENTS 127,760 21,157 106,603  
    30 ATHENS STREET IMPROVEMENTS 18,156 4,098 14,058  
    509 BOILER 10,900 10,900 0  
    1188 CENTRE IMPROVEMENTS 162,354 20,988 141,366  
    LAND 491,300 0 491,300  
    BUILDING 4,421,700 931,236 3,490,464  
    1-11 GRAY STREET CLOSING COSTS 5,300 1,118 4,182  
    ASBESTOS ABATEMENT 3,600 759 2,841  
    IMPROVEMENTS 37,400 7,537 29,863  
    APPLIANCES 1,581 1,490 91  
    IMPROVEMENTS 48,198 7,961 40,237  
    IMPROVEMENTS 2,962 535 2,427  
    IMPROVEMENTS 4,500 704 3,796  
    HAMMOND IMPROVEMENTS (NEW ROOF) 30,670 3,856 26,814  
    1188 CENTRE IMPROVEMENTS 27,611 2,212 25,399  
    COMMISSION 44,250 26,550 17,700  
    IMPROVEMENTS 54,653 6,541 48,112  
    APPLIANCES 2,456 2,103 353  
    LAND 275,000 0 275,000  
    BUILDING 75,000 10,340 64,660  
    IMPROVEMENTS 11,144 1,468 9,676  
    LAND 1,330,000 0 1,330,000  
    BUILDING 301,000 37,852 263,148  
    IMPROVEMENTS 20,000 2,211 17,789  
    FINANCING COSTS 6,897 1,179 5,718  
    DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 6,210 499 5,711  
    1188 CENTRE IMPROVEMENTS 125,433 7,906 117,527  
    PARKING LOT IMPROVEMENTS 21,350 1,208 20,142  
    NEW BOILER 33,930 3,548 30,382  
    PATIO 2,700 225 2,475  
    PORTICO 1,255 132 1,123  
    UNIT RENOVAIONS 17,594 1,786 15,808  
    BOILER 18,750 1,620 17,130  
    DECK 10,700 1,151 9,549  
    IMPROVEMENTS UNIT #1 26,293 2,350 23,943  
    IMPROVEMENTS UNIT #2 12,565 1,047 11,518  
    IMPROVEMENTS UNIT #3 27,848 2,321 25,527  
    IMPROVEMENTS UNIT #5 7,020 563 6,457  
    ASBESTOS REMOVAL 1,793 160 1,633  
    IMPROVEMENTS - OTHER 11,163 930 10,233  
    11-13 STORY APPLIANCES 1,023 778 245  
    1188 CENTRE IMPROVEMENTS 7,280 273 7,007  
    1188 CENTRE - APPLIANCES 903 686 217  
    IMPROVEMENTS 4,532 199 4,333  
    TENANT BUILD OUT 45,000 1,587 43,413  
    30 ATHENS STREET IMPROVEMENTS 8,024 353 7,671  
    BATH REMODEL (1-2 GRAY) 4,425 302 4,123  
    REWIRE APARTMENT (1-6 GRAY) 5,200 291 4,909  
    REMODEL BATHROOM (11-8 GRAY) 4,720 251 4,469  
    IMPROVEMENTS - UNIT 5 24,034 983 23,051  
    IMPROVEMENTS - OTHER 3,250 202 3,048  
    30 ATHENS STREET APPLIANCES 516 392 124  
    COMMISSION 15,677 3,135 12,542  
    11-13 STORY APPLIANCES 2,066 1,395 671  
    HAMMOND APPLIANCES 765 517 248  
    HAMMOND IMPROVEMENTS 11,670 265 11,405  
    HAMMOND APPLIANCES 685 394 291  
    1188 CENTRE - APPLIANCES 615 369 246  
    IMPROVEMENTS 7,950 42 7,908  
    IMPROVEMENTS 71,695 996 70,699  
    LIGHTTING 3,900 112 3,788  
    REMODEL BATHROOM (1-8 GRAY) 10,067 290 9,777  
    APPLIANCES 550 330 220  
    IMPROVEMENTS (11-3 GRAY) 26,590 443 26,147  
    IMPROVEMENTS (1-5 GRAY) 38,750 528 38,222  

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOOK VALUE LESS BASIS AT COST 7,766,926 0

    TY 2014 OtherAssetsSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN SUBS 1,164 1,164  
    OTHER ASSETS 53,514 53,514 53,514


    TY 2014 OtherExpensesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 818 818   0
    MISCELLANEOUS EXPENSES 491 491   0
    INSURANCE 426 426   0
    OPERATING EXPENSES - ROSEMARY 344,029 344,029   0
    OPERATING EXPENSES - CRESSLY 629,092 629,092   0
    OPERATING EXPENSES - TURMERIC 24,659 24,659   0
    OPERATING EXPENSES - CLOVE 43,435 43,435   0
    OPERATING EXPENSES - SWEETWOOD 336,392 336,392   0
    OPERATING EXPENSES - APPLETREEWOOD 258,770 258,770   0
    OPERATING EXPENSES - MEDJOOL 160,907 160,907   0
    OPERATING EXPENSES - WILLOWBARK 31,291 31,291   0
    OPERATING EXPENSES - CORKTREE 179,349 179,349   0
    OPERATING EXPENSES - GINGERGOLD 20,452 20,452   0
    OPERATING EXPENSES - TACCA 60,141 60,141   0
    AMORTIZATION 21,795 21,795   0


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS AND OTHER LIABILITIES 184,188 189,566


    TY 2014 SubstantialContributorsSch
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Name Address
    SEE ATTACHED FROM 990 SCHEDULE B  
     


    TY 2014 TaxesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN: 04-3339572
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA FRANCHISE TAX 10 10   0
    U.S. TREASURY 9,118 9,118   0
    MA FORM PC 1,000 1,000   0