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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$51,014,502
J 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) 38,296,333
2 Check bullet.............
3 Interest on savings and temporary cash investments 680 680  
4 Dividends and interest from securities...      
5a Gross rents............ 1,515,793 1,515,793  
b Net rental income or (loss) -99,040
6a Net gain or (loss) from sale of assets not on line 10 -27,917,030
b Gross sales price for all assets on line 6a 9,394,694
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........ 11,895,776 1,516,473  
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)......... 43,555 43,555   0
b Accounting fees (attach schedule)....... 51,500 51,500   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,000 1,000   0
19 Depreciation (attach schedule) and depletion... 478,187 478,164  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,137,682 1,136,646   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,711,924 1,710,865   0
25 Contributions, gifts, grants paid....... 46,595,833 46,595,833
26 Total expenses and disbursements. Add lines 24 and 25 48,307,757 1,710,865   46,595,833
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,411,981
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 4,681,284 5,600,713 5,600,713
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) bullet26,900
Less: allowance for doubtful accounts bullet0 50,900 26,900 26,900
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)....... 37,275,000 Click to see attachment5,000 5,000
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet22,921,392
Less: accumulated depreciation (attach schedule) bullet10,321,966 12,705,235 Click to see attachment12,599,426 45,335,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,166,793 Click to see attachment4,166,792 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment46,889 Click to see attachment46,889
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,879,212 22,445,720 51,014,502
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)...... 2,694,271 2,546,347
22 Other liabilities (describe bullet) Click to see attachment157,902 Click to see attachment284,315
23 Total liabilities (add lines 17 through 22)......... 2,852,173 2,830,662
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 56,027,039 19,615,058
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 56,027,039 19,615,058
30 Total liabilities and net assets/fund balances (see instructions). 58,879,212 22,445,720
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
56,027,039
2
Enter amount from Part I, line 27a .....................
2
-36,411,981
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,615,058
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 29 .
6
19,615,058
Form 990-PF (2021)
Form 990-PF (2021)
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 CHINOOK SHARES (FKA ADURO) P 2020-01-01 2021-08-30
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 9,394,694   37,311,724 -27,917,030
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       -27,917,030
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 -27,917,030
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 (2021)
Form 990-PF (2021)
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 Bullet 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)
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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,343
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 3,343
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,343
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,343 RefundedBullet 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. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? 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 (2021)
    Form 990-PF (2021)
    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 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 bullet
    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)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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
     
     
    c
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
     
     
    c
    .........bullet
    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
    RONNIE CHAN DIRECTOR
    1.00
    0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    PAULA E TURNBULL VICE-PRESIDENT
    1.00
    0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    PETER STUART ALLENBY EDWARDS DIRECTOR
    1.00
    0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    LISA M SAMBUCCI VICE-PRESIDENT
    1.00
    0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    GERALD CHAN DIRECTOR
    1.00
    0 0 0
    C/O MCCARTHY LGL SVCS 1188 CENTRE
    STREET
    NEWTON CENTRE,MA02459
    ADRIEL CHAN DIRECTOR
    1.00
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    BOSTON QUALITY CLEANING INC CLEANING & CONSTRUCTION 148,451
    1 SHIPYARD WAY 306
    MEDFORD,MA02155
    BEST BOSTON REALTY CONSTRUCTION SERVICES 134,014
    243 BOSTON AVENUE
    MEDFORD,MA02155
    MCCARTHY LEGAL SERVICES LLC PROPERTY MGMT, LEGAL & ACCOUNTING 133,072
    1188 CENTRE STREET
    NEWTON CENTRE,MA02459
    CRANE CARPENTRY DELEADING SERVICES 77,500
    236 CROSS STREET
    MALDEN,MA02148
    PRAGUE & COMPANY PC ACCOUNTING SERVICES 51,500
    115 WALNUT STREET STE 150
    WELLELSEY,MA02481
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    6,837,231
    b
    Average of monthly cash balances.......................
    1b
    7,063,194
    c
    Fair market value of all other assets (see instructions)................
    1c
    45,361,900
    d
    Total (add lines 1a, b, and c).........................
    1d
    59,262,325
    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
    59,262,325
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    888,935
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    58,373,390
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,918,670
    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
    2,918,670
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,918,670
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,918,670
    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
    2,918,670
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,918,670
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 59,478,472
    b From 2017...... 103,230,456
    c From 2018...... 48,401,300
    d From 2019...... 75,207,299
    e From 2020...... 8,280,621
    f Total of lines 3a through e ........ 294,598,148
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 46,595,833
    a Applied to 2020, 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 2021 distributable amount..... 2,918,670
    e Remaining amount distributed out of corpus 43,677,163
    5 Excess distributions carryover applied to 2021. 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 5 338,275,311
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    59,478,472
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    278,796,839
    10 Analysis of line 9:
    a Excess from 2017.... 103,230,456
    b Excess from 2018.... 48,401,300
    c Excess from 2019.... 75,207,299
    d Excess from 2020.... 8,280,621
    e Excess from 2021.... 43,677,163
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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).)
    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 (2021)
    Form 990-PF (2021)
    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
    BOSTON ARTS ACADEMY FOUNDATION INC
    11 CHARLES STREET
    DORCHESTER,MA02122
    NONE PUBLIC GENERAL USE - EDUCATION 10,000
    BOSTON COLLEGIATE CHARTER SCHOOL
    11 MAYHEW STREET
    DORCHESTER,MA02125
    NONE PUBLIC GENERAL USE - EDUCATION 30,000
    CODING IT FORWARD
    1201 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02125
    NONE PUBLIC GENERAL USE - EDUCATION 50,000
    DESIGN MUSEUM OF CHICAGO
    EXPO 72 E RANDOLPH STREET
    CHICAGO,IL60601
    NONE PUBLIC GENERAL USE - ARTS 200,000
    EMORY COLLEGE
    1599 CLIFTON ROAD
    ATLANTA,GA30322
    NONE PUBLIC GENERAL USE - EDUCATION 2,600,000
    FRIENDS OF IR DAVID INC
    575 LEXINGTON AVE
    NEW YORK,NY10022
    NONE PUBLIC GENERAL USE - ART 500,000
    EMGS
    12627 SAN JOSE BLVD
    JACKSONVILLE,FL32223
    NONE PUBLIC GENERAL USE - MEDICAL RESEARCH 25,000
    HARVARD MEDICAL SCHOOL
    25 SHATTUCK STREET
    BOSTON,MA02115
    NONE PUBLIC GENERAL USE - EDUCATION 200,000
    MGH CANCER CENTER
    55 FRUIT STREET
    BOSTON,MA02114
    NONE PUBLIC GENERAL USE - RESEARCH 50,000
    THE CHURCH IN ANAHEIM
    2528 W LA PALMA AVENUE
    ANAHEIM,CA92801
    NONE PUBLIC GENERAL USE - RELIGIOUS 720,000
    THE CHURCH IN ANAHEIMLME
    2411 W LA PALMA AVENUE
    ANAHEIM,CA92801
    NONE PUBLIC GENERAL USE - RELIGIOUS 60,500
    THE CHURCH IN IRVING
    3600 ESTERS ROAD
    IRVINE,TX75062
    NONE PUBLIC GENERAL USE - RELIGIOUS 1,000,000
    THE CHURCH IN ATLANTA
    2345 SHALLOWFORD RD NE
    ATLANTA,GA30345
    NONE PUBLIC GENERAL USE - RELIGIOUS 2,500,000
    THE CHURCH IN AUSTIN
    2530 S CONGRESS AVENUE
    AUSTIN,TX78704
    NONE PUBLIC GENERAL USE - RELIGIOUS 15,000
    THE CHURCH IN SANTA ANA
    2006 N BROADWAY
    SANTA ANA,CA92706
    NONE PUBLIC GENERAL USE - RELIGIOUS 77,000
    THE CHURCH OF CAMBRIDGE
    380 GREEN STREET
    CAMBRIDGE,MA02139
    NONE PUBLIC GENERAL USE - RELIGIOUS 200,000
    THE SCRIPPS RESEARCH INTS
    10550 N TORREY PINES RD
    LA JOLLA,CA92037
    NONE PUBLIC GENERAL USE - EDUCATION 50,000
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVENUE
    CHICAGO,IL60637
    NONE PUBLIC GENERAL USE - EDUCATION 333,333
    UNIVERSITY OF MASSACHUSETTS
    120 TILLSON FARM ROAD
    AMHERST,MA01003
    NONE PUBLIC GENERAL USE - EDUCATION 35,000,000
    WINTHROP PARK SCHOOL INC
    1188 CENTRE STREET
    NEWTON CENTRE,MA02459
    NONE PUBLIC GENERAL USE - EDUCATION 2,975,000
    Total .................................bullet 3a 46,595,833
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 ...........
        14 680  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 -32,355      
    bNot debt-financed property..... 531120 -66,685      
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -27,917,030  
    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) .. -99,040 -27,916,350 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -28,015,390
    (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 (2021)
    Form 990-PF (2021)
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE MORNINGSIDE FOUNDATION
     
    Employer identification number
    04-3339572
    Part I
    Contributors
    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
    MORNINGSIDE FOUNDATION LIMITED
     
    22/FHANG LUNG CENTRE2-20 PATERSON S
     
    CAUSEWAY BAY, HONG KONG   CH

    $ 6,927,333


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    MADAM CHAN TAN CHING FEN
     
    22/FHANG LUNG CENTRE2-20 PATERSON S
     
    CAUSEWAY BAY, HONG KONG   CH

    $ 31,369,000


    (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.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 51,500 51,500   0

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    TY 2021 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
    EQUIPMENT 1987-05-14 24,429 24,429 5.000000000000   0   24,429
    11-13 STORY CLOSING COSTS 2005-04-01 11,166 4,394 480.000000000000 279 279   4,673
    63 DANA STREET LOAN COSTS 2006-06-27 25,084 25,080 120.000000000000   0   25,080
    LOAN COSTS 2006-04-10 33,004 33,000 120.000000000000   0   33,000
    FINANCING COSTS 2011-07-21 6,897 3,249 240.000000000000 345 345   3,594

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    TY 2021 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
    BUILDING 1987-05-12 560,000 560,000 SL 27.500000000000 0 0    
    BUILDING 1987-05-12 560,000 560,000 SL 27.500000000000 0 0    
    ACQUISITION 1987-05-12 8,904 8,904 SL 27.500000000000 0 0    
    IMPROVEMENTS 1987-06-03 4,400 4,400 SL 27.500000000000 0 0    
    IMPROVEMENTS 1987-12-01 3,504 3,440 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-01-01 2,440 2,440 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-03-01 3,578 3,578 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-04-01 53,469 53,469 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-05-01 55,738 55,738 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-06-01 116,322 116,322 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-07-01 57,543 57,449 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-08-01 30,059 29,922 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-09-01 53,988 53,576 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-10-01 18,318 18,122 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-11-01 112,166 110,640 SL 27.500000000000 0 0    
    IMPROVEMENTS 1989-12-01 30,443 29,935 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-01-01 24,795 24,795 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-02-01 64,272 64,272 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-03-01 48,773 48,773 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-04-03 9,132 9,132 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-04-03 13,300 13,300 SL 27.500000000000 0 0    
    BUILDING 1990-04-05 1,250 1,250 SL 27.500000000000 0 0    
    BUILDING 1990-04-05 10,627 10,627 SL 27.500000000000 0 0    
    BUILDING 1990-04-11 2,042 2,042 SL 27.500000000000 0 0    
    BUILDING 1990-04-17 8,465 8,465 SL 27.500000000000 0 0    
    BUILDING 1990-04-20 972 972 SL 27.500000000000 0 0    
    BUILDING 1990-04-26 739 739 SL 27.500000000000 0 0    
    BUILDING 1990-04-26 3,506 3,506 SL 27.500000000000 0 0    
    BUILDING 1990-05-01 2,911 2,911 SL 27.500000000000 0 0    
    BUILDING 1990-05-01 4,544 4,544 SL 27.500000000000 0 0    
    BUILDING 1990-05-11 6,489 6,489 SL 27.500000000000 0 0    
    BUILDING 1990-05-16 14,362 14,362 SL 27.500000000000 0 0    
    BUILDING 1990-05-25 10,000 10,000 SL 27.500000000000 0 0    
    BUILDING 1990-05-31 4,354 4,354 SL 27.500000000000 0 0    
    BUILDING 1990-06-19 608 608 SL 27.500000000000 0 0    
    BUILDING 1990-08-24 909 904 SL 27.500000000000 0 0    
    BUILDING 1990-09-20 2,298 2,288 SL 27.500000000000 0 0    
    BUILDING 1990-09-20 3,523 3,495 SL 27.500000000000 0 0    
    BUILDING 1990-09-26 8,434 8,375 SL 27.500000000000 0 0    
    BUILDING 1990-10-04 4,006 3,969 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-10-11 8,124 8,031 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-10-19 7,758 7,674 SL 27.500000000000 0 0    
    IMPROVEMENTS 1990-12-14 30,000 29,501 SL 27.500000000000 0 0    
    BUILDING 1991-01-08 31,946 31,946 SL 27.500000000000 0 0    
    BUILDING 1991-01-24 5,179 5,179 SL 27.500000000000 0 0    
    BUILDING 1991-02-07 6,019 6,019 SL 27.500000000000 0 0    
    BUILDING 1991-02-08 31,946 31,946 SL 27.500000000000 0 0    
    BUILDING 1991-03-05 14,248 14,248 SL 27.500000000000 0 0    
    BUILDING 1991-03-20 72,874 72,874 SL 27.500000000000 0 0    
    BUILDING 1991-04-18 51,393 51,393 SL 27.500000000000 0 0    
    BUILDING 1991-05-14 60,000 60,000 SL 27.500000000000 0 0    
    BUILDING 1991-05-17 21,927 21,927 SL 27.500000000000 0 0    
    BUILDING 1991-06-13 115,751 115,751 SL 27.500000000000 0 0    
    BUILDING 1991-06-18 11,482 11,482 SL 27.500000000000 0 0    
    BUILDING 1991-06-27 8,936 8,936 SL 27.500000000000 0 0    
    BUILDING 1991-07-25 8,317 8,297 SL 27.500000000000 0 0    
    BUILDING 1991-08-01 104,415 103,942 SL 27.500000000000 0 0    
    BUILDING 1991-09-06 16,077 15,962 SL 27.500000000000 0 0    
    BUILDING 1991-09-17 3,793 3,765 SL 27.500000000000 0 0    
    BUILDING 1991-09-17 100,000 99,236 SL 27.500000000000 0 0    
    BUILDING 1991-10-14 4,575 4,520 SL 27.500000000000 0 0    
    BUILDING 1991-11-05 71,955 70,981 SL 27.500000000000 0 0    
    BUILDING 1991-12-16 32,401 31,857 SL 27.500000000000 0 0    
    IMPROVEMENTS 1992-01-07 2,695 2,695 150DB 15.000000000000 0 0    
    BUILDING 1992-11-02 19,000 18,742 SL 27.500000000000 0 0    
    IMPROVEMENTS 1993-06-01 3,396 3,392 SL 27.500000000000 0 0    
    IMPROVEMENTS 1994-06-07 1,270 1,222 SL 27.500000000000 48 48    
    IMPROVEMENTS 1994-08-29 24,762 23,741 SL 27.500000000000 900 900    
    IMPROVEMENTS 1994-09-01 3,103 3,103 200DB 7.000000000000 0 0    
    IMPROVEMENTS 1994-10-20 4,352 4,143 SL 27.500000000000 158 158    
    IMPROVEMENTS 1994-11-14 3,945 3,739 SL 27.500000000000 143 143    
    IMPROVEMENTS 1994-11-14 13,675 12,986 SL 27.500000000000 497 497    
    IMPROVEMENTS 1994-11-14 6,369 6,058 SL 27.500000000000 232 232    
    IMPROVEMENTS 1994-11-28 1,200 1,147 SL 27.500000000000 44 44    
    IMPROVEMENTS 1997-05-22 4,050 3,475 SL 27.500000000000 147 147    
    BUILDING 1998-09-02 745 602 SL 27.500000000000 27 27    
    BUILDING 1998-10-01 3,600 2,909 SL 27.500000000000 131 131    
    IMPROVEMENTS 2001-06-13 9,540 6,780 SL 27.500000000000 347 347    
    IMPROVEMENTS 2001-07-11 10,300 7,296 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 1993-07-21 320,750 320,271 SL 27.500000000000 0 0    
    BUILDING 1993-06-03 213,150 213,150 SL 27.500000000000 0 0    
    LAND 1993-06-03 64,174   L   0 0    
    BUILDING 1987-05-12 120,000 119,822 SL 27.500000000000 0 0    
    BUILDING 1990-05-04 9,868 9,855 SL 27.500000000000 0 0    
    BUILDING 1992-10-23 10,445 10,337 SL 27.500000000000 0 0    
    BUILDING 1993-06-01 12,325 12,303 SL 27.500000000000 0 0    
    IMPROVEMENTS 1993-11-12 12,512 12,342 SL 27.500000000000 0 0    
    IMPROVEMENTS 1994-04-06 1,150 1,120 SL 27.500000000000 30 30    
    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    
    HVAC 2004-12-15 5,350 2,675 200DB 5.000000000000 0 0    
    APPLIANCES 2005-11-01 319 319 200DB 5.000000000000 0 0    
    CONDOMINIUM UNITS 2005-04-07 3,234,000 1,847,300 SL 27.500000000000 117,600 117,600    
    CONDOMINIUM UNIT 2005-06-01 375,000 211,926 SL 27.500000000000 13,636 13,636    
    CONDOMINIUM UNIT 2005-06-28 375,000 211,926 SL 27.500000000000 13,636 13,636    
    APPLIANCES 2005-09-09 424 424 SL 5.000000000000 0 0    
    11-13 APPLIANCES 2006-08-03 701 701 200DB 5.000000000000 0 0    
    HAMMOND FENCE 2006-11-08 6,500 6,116 SL 15.000000000000 384 361    
    HAMMOND APPLIANCES 2006-08-03 2,202 2,202 200DB 5.000000000000 0 0    
    63 DANA STREET LAND 2006-03-02 985,800   L   0 0    
    63 DANA STREET BUILDING 2006-03-02 1,814,200 975,821 SL 27.500000000000 65,971 65,971    
    63 DANA STREET IMPROVEMENTS 2006-09-30 132,706 68,971 SL 27.500000000000 4,826 4,826    
    30 ATHENS STREET LAND 2006-03-15 718,600   L   0 0    
    30 ATHENS STREET BUILDING 2006-03-15 701,400 377,262 SL 27.500000000000 25,505 25,505    
    30 ATHENS STREET IMPROVEMENTS 2006-06-30 9,700 5,133 SL 27.500000000000 353 353    
    30 ATHENS STREET CLOSING COSTS 2006-03-15 2,300 1,242 SL 27.500000000000 84 84    
    63 DANA STREET CLOSING COSTS 2006-03-02 3,235 1,745 SL 27.500000000000 118 118    
    30 ATHENS STREET IMPROVEMENTS 2007-09-26 500 239 SL 27.500000000000 18 18    
    30 ATHENS STREET IMPROVEMENTS 2007-11-19 20,781 9,922 SL 27.500000000000 756 756    
    PAULINE DRIVE IMPROVEMENTS 2007-12-14 4,901 2,321 SL 27.500000000000 178 178    
    11-13 STORY UNIT 2 PURCHASE 2007-04-19 350,000 174,466 SL 27.500000000000 12,727 12,727    
    HAMMOND IMPROVEMENTS 2007-11-28 25,783 22,562 SL 15.000000000000 1,719 1,719    
    11-13 STORY UNIT 2 CLOSING COSTS 2007-06-30 1,040 514 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 2,382 SL 27.500000000000 185 185    
    30 ATHENS STREET IMPROVEMENTS 2008-10-09 18,156 8,058 SL 27.500000000000 660 660    
    509 BOILER 2009-08-21 10,900 10,900 200DB 5.000000000000 0 0    
    LAND 2009-03-05 491,300   L   0 0    
    BUILDING 2009-03-05 4,421,700 1,895,970 SL 27.500000000000 160,789 160,789    
    1-11 GRAY STREET CLOSING COSTS 2009-03-05 5,300 2,276 SL 27.500000000000 193 193    
    ASBESTOS ABATEMENT 2009-03-19 3,600 1,545 SL 27.500000000000 131 131    
    IMPROVEMENTS 2009-06-10 37,400 15,697 SL 27.500000000000 1,360 1,360    
    APPLIANCES 2010-08-01 1,581 1,581 200DB 5.000000000000 0 0    
    IMPROVEMENTS 2010-06-30 48,198 18,479 SL 27.500000000000 1,753 1,753    
    IMPROVEMENTS 2010-01-22 2,962 1,183 SL 27.500000000000 108 108    
    IMPROVEMENTS 2010-09-30 4,500 1,688 SL 27.500000000000 164 164    
    HAMMOND IMPROVEMENTS (NEW ROOF) 2011-07-19 30,670 10,546 SL 27.500000000000 1,115 1,115    
    IMPROVEMENTS 2011-09-21 54,653 18,463 SL 27.500000000000 1,987 1,987    
    APPLIANCES 2012-07-31 2,456 1,228 200DB 5.000000000000 0 0    
    LAND 2011-03-01 275,000   L   0 0    
    BUILDING 2011-03-01 75,000 26,702 SL 27.500000000000 2,727 2,727    
    IMPROVEMENTS 2011-05-18 11,144 3,898 SL 27.500000000000 405 405    
    LAND 2011-07-21 1,330,000   L   0 0    
    BUILDING 2011-07-21 301,000 103,522 SL 27.500000000000 10,945 10,945    
    IMPROVEMENTS 2011-12-07 20,000 6,573 SL 27.500000000000 727 727    
    DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 2012-10-19 6,210 1,855 SL 27.500000000000 226 226    
    NEW BOILER 2012-02-23 33,930 10,952 SL 27.500000000000 1,234 1,234    
    PATIO 2012-09-10 2,700 813 SL 27.500000000000 98 98    
    PORTICO 2012-02-23 1,255 408 SL 27.500000000000 46 46    
    UNIT RENOVAIONS 2012-03-01 17,594 5,626 SL 27.500000000000 640 640    
    BOILER 2012-08-13 18,750 5,712 SL 27.500000000000 682 682    
    DECK 2012-01-11 10,700 3,485 SL 27.500000000000 389 389    
    IMPROVEMENTS UNIT #1 2012-07-31 26,293 8,086 SL 27.500000000000 956 956    
    IMPROVEMENTS UNIT #2 2012-09-30 12,565 3,789 SL 27.500000000000 457 457    
    IMPROVEMENTS UNIT #3 2012-09-30 27,848 8,399 SL 27.500000000000 1,013 1,013    
    IMPROVEMENTS UNIT #5 2012-10-11 7,020 2,093 SL 27.500000000000 255 255    
    ASBESTOS REMOVAL 2012-07-16 1,793 550 SL 27.500000000000 65 65    
    IMPROVEMENTS - OTHER 2012-09-30 11,163 3,366 SL 27.500000000000 406 406    
    11-13 STORY APPLIANCES 2013-06-06 1,023 511 200DB 5.000000000000 0 0    
    IMPROVEMENTS 2013-10-30 4,532 1,189 SL 27.500000000000 165 165    
    30 ATHENS STREET IMPROVEMENTS 2013-10-30 8,024 2,105 SL 27.500000000000 292 292    
    BATH REMODEL (1-2 GRAY) 2013-02-20 4,425 1,268 SL 27.500000000000 161 161    
    REWIRE APARTMENT (1-6 GRAY) 2013-06-14 5,200 1,425 SL 27.500000000000 189 189    
    REMODEL BATHROOM (11-8 GRAY) 2013-07-03 4,720 1,283 SL 27.500000000000 172 172    
    IMPROVEMENTS - UNIT 5 2013-11-20 24,034 6,227 SL 27.500000000000 874 874    
    IMPROVEMENTS - OTHER 2013-04-05 3,250 910 SL 27.500000000000 118 118    
    30 ATHENS STREET APPLIANCES 2013-10-30 516 258 200DB 5.000000000000 0 0    
    11-13 STORY APPLIANCES 2014-03-01 2,066 1,033 200DB 5.000000000000 0 0    
    HAMMOND APPLIANCES 2014-02-06 765 382 200DB 5.000000000000 0 0    
    HAMMOND IMPROVEMENTS 2014-05-15 11,670 2,809 SL 27.500000000000 424 424    
    HAMMOND APPLIANCES 2014-07-09 685 342 200DB 5.000000000000 0 0    
    LIGHTTING 2014-03-05 3,900 964 SL 27.500000000000 142 142    
    REMODEL BATHROOM (1-8 GRAY) 2014-03-20 10,067 2,486 SL 27.500000000000 366 366    
    APPLIANCES 2014-06-25 550 275 200DB 5.000000000000 0 0    
    IMPROVEMENTS (11-3 GRAY) 2014-07-30 26,590 6,245 SL 27.500000000000 967 967    
    IMPROVEMENTS (1-5 GRAY) 2014-08-28 38,750 8,982 SL 27.500000000000 1,409 1,409    
    HAMMOND GARAGE 2015-12-10 54,500 9,993 SL 27.500000000000 1,982 1,982    
    HAMMOND APPLIANCES 2015-02-20 2,867 1,433 200DB 5.000000000000 0 0    
    11-13 STORY APPLIANCES 2015-09-17 940 470 200DB 5.000000000000 0 0    
    11-13 STORY IMPROVEMENTS 2015-09-17 30,075 5,789 SL 27.500000000000 1,094 1,094    
    HVAC 2015-08-05 38,150 7,455 SL 27.500000000000 1,387 1,387    
    11-13 STORY IMPROVEMENTS 2016-12-21 24,625 3,617 SL 27.500000000000 895 895    
    HAMMOND - DRIVEWAY PAVING 2017-08-15 38,700 4,749 SL 27.500000000000 1,407 1,407    
    HAMMOND - IMPROVEMENTS 2017-09-30 60,500 7,242 SL 27.500000000000 2,200 2,200    
    LAND 497 HAMMOND STREET 1992-06-04 464,318   L   0 0    
    HAMMOND - IMPROVEMENTS 2018-02-01 63,879 6,679 SL 27.500000000000 2,323 2,323    
    ROOF REPLACEMENT 2018-07-27 39,980 3,574 SL 27.500000000000 1,454 1,454    
    IMPROVEMENTS 2020-06-30 100,337 1,976 SL 27.500000000000 3,649 3,649    
    HAMMOND - IMPROVEMENTS 2021-06-30 107,923   SL 27.500000000000 2,126 2,126    
    HAMMOND - IMPROVEMENTS 2021-11-30 53,694   SL 27.500000000000 244 244    
    11-13 STORY IMPROVEMENTS 2021-06-30 18,690   SL 27.500000000000 368 368    
    IMPROVEMENTS 2021-09-30 113,115   SL 27.500000000000 1,200 1,200    
    IMPROVEMENTS (1-5 GRAY) 2021-07-01 19,630   SL 27.500000000000 327 327    
    30 ATHENS STREET IMPROVEMENTS 2021-02-25 59,950   SL 27.500000000000 1,908 1,908    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN ACCOUNT 5,000 5,000

    TY 2021 InvestmentsLandSchedule2
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    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 2,440 0  
    IMPROVEMENTS 3,578 3,578 0  
    IMPROVEMENTS 53,469 53,469 0  
    IMPROVEMENTS 55,738 55,738 0  
    IMPROVEMENTS 116,322 116,322 0  
    IMPROVEMENTS 57,543 57,449 94  
    IMPROVEMENTS 30,059 29,922 137  
    IMPROVEMENTS 53,988 53,576 412  
    IMPROVEMENTS 18,318 18,122 196  
    IMPROVEMENTS 112,166 110,640 1,526  
    IMPROVEMENTS 30,443 29,935 508  
    IMPROVEMENTS 24,795 24,795 0  
    IMPROVEMENTS 64,272 64,272 0  
    IMPROVEMENTS 48,773 48,773 0  
    IMPROVEMENTS 9,132 9,132 0  
    IMPROVEMENTS 13,300 13,300 0  
    BUILDING 1,250 1,250 0  
    BUILDING 10,627 10,627 0  
    BUILDING 2,042 2,042 0  
    BUILDING 8,465 8,465 0  
    BUILDING 972 972 0  
    BUILDING 739 739 0  
    BUILDING 3,506 3,506 0  
    BUILDING 2,911 2,911 0  
    BUILDING 4,544 4,544 0  
    BUILDING 6,489 6,489 0  
    BUILDING 14,362 14,362 0  
    BUILDING 10,000 10,000 0  
    BUILDING 4,354 4,354 0  
    BUILDING 608 608 0  
    BUILDING 909 904 5  
    BUILDING 2,298 2,288 10  
    BUILDING 3,523 3,495 28  
    BUILDING 8,434 8,375 59  
    BUILDING 4,006 3,969 37  
    IMPROVEMENTS 8,124 8,031 93  
    IMPROVEMENTS 7,758 7,674 84  
    IMPROVEMENTS 30,000 29,501 499  
    BUILDING 31,946 31,946 0  
    BUILDING 5,179 5,179 0  
    BUILDING 6,019 6,019 0  
    BUILDING 31,946 31,946 0  
    BUILDING 14,248 14,248 0  
    BUILDING 72,874 72,874 0  
    BUILDING 51,393 51,393 0  
    BUILDING 60,000 60,000 0  
    BUILDING 21,927 21,927 0  
    BUILDING 115,751 115,751 0  
    BUILDING 11,482 11,482 0  
    BUILDING 8,936 8,936 0  
    BUILDING 8,317 8,297 20  
    BUILDING 104,415 103,942 473  
    BUILDING 16,077 15,962 115  
    BUILDING 3,793 3,765 28  
    BUILDING 100,000 99,236 764  
    BUILDING 4,575 4,520 55  
    BUILDING 71,955 70,981 974  
    BUILDING 32,401 31,857 544  
    IMPROVEMENTS 2,695 2,695 0  
    BUILDING 19,000 18,742 258  
    IMPROVEMENTS 3,396 3,392 4  
    IMPROVEMENTS 1,270 1,270 0  
    IMPROVEMENTS 24,762 24,641 121  
    IMPROVEMENTS 3,103 3,103 0  
    IMPROVEMENTS 4,352 4,301 51  
    IMPROVEMENTS 3,945 3,882 63  
    IMPROVEMENTS 13,675 13,483 192  
    IMPROVEMENTS 6,369 6,290 79  
    IMPROVEMENTS 1,200 1,191 9  
    IMPROVEMENTS 4,050 3,622 428  
    BUILDING 745 629 116  
    BUILDING 3,600 3,040 560  
    IMPROVEMENTS 9,540 7,127 2,413  
    IMPROVEMENTS 10,300 7,671 2,629  
    EQUIPMENT 24,429 24,429 0  
    EQUIPMENT 1,046 1,046 0  
    LAND 75,673 0 75,673  
    BUILDING 320,750 320,271 479  
    BUILDING 213,150 213,150 0  
    LAND 64,174 0 64,174  
    BUILDING 120,000 119,822 178  
    BUILDING 9,868 9,855 13  
    BUILDING 10,445 10,337 108  
    BUILDING 12,325 12,303 22  
    IMPROVEMENTS 12,512 12,342 170  
    IMPROVEMENTS 1,150 1,150 0  
    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  
    HVAC 5,350 5,350 0  
    APPLIANCES 319 319 0  
    CONDOMINIUM UNITS 3,234,000 1,964,900 1,269,100  
    CONDOMINIUM UNIT 375,000 225,562 149,438  
    CONDOMINIUM UNIT 375,000 225,562 149,438  
    APPLIANCES 424 424 0  
    11-13 STORY CLOSING COSTS 11,166 4,673 6,493  
    11-13 APPLIANCES 701 701 0  
    HAMMOND FENCE 6,500 6,500 0  
    HAMMOND APPLIANCES 2,202 2,202 0  
    63 DANA STREET LAND 985,800 0 985,800  
    63 DANA STREET BUILDING 1,814,200 1,041,792 772,408  
    63 DANA STREET IMPROVEMENTS 132,706 73,797 58,909  
    63 DANA STREET LOAN COSTS 25,084 25,080 4  
    30 ATHENS STREET LAND 718,600 0 718,600  
    30 ATHENS STREET BUILDING 701,400 402,767 298,633  
    30 ATHENS STREET IMPROVEMENTS 9,700 5,486 4,214  
    30 ATHENS STREET CLOSING COSTS 2,300 1,326 974  
    LOAN COSTS 33,004 33,000 4  
    63 DANA STREET CLOSING COSTS 3,235 1,863 1,372  
    30 ATHENS STREET IMPROVEMENTS 500 257 243  
    30 ATHENS STREET IMPROVEMENTS 20,781 10,678 10,103  
    PAULINE DRIVE IMPROVEMENTS 4,901 2,499 2,402  
    11-13 STORY UNIT 2 PURCHASE 350,000 187,193 162,807  
    HAMMOND IMPROVEMENTS 25,783 24,281 1,502  
    11-13 STORY UNIT 2 CLOSING COSTS 1,040 552 488  
    11-13 STORY APPLIANCES 1,733 1,733 0  
    HOT WATER HEATER 1,024 1,024 0  
    HAMMOND IMPROVEMENTS 5,089 2,567 2,522  
    30 ATHENS STREET IMPROVEMENTS 18,156 8,718 9,438  
    509 BOILER 10,900 10,900 0  
    LAND 491,300 0 491,300  
    BUILDING 4,421,700 2,056,759 2,364,941  
    1-11 GRAY STREET CLOSING COSTS 5,300 2,469 2,831  
    ASBESTOS ABATEMENT 3,600 1,676 1,924  
    IMPROVEMENTS 37,400 17,057 20,343  
    APPLIANCES 1,581 1,581 0  
    IMPROVEMENTS 48,198 20,232 27,966  
    IMPROVEMENTS 2,962 1,291 1,671  
    IMPROVEMENTS 4,500 1,852 2,648  
    HAMMOND IMPROVEMENTS (NEW ROOF) 30,670 11,661 19,009  
    IMPROVEMENTS 54,653 20,450 34,203  
    APPLIANCES 2,456 2,456 0  
    LAND 275,000 0 275,000  
    BUILDING 75,000 29,429 45,571  
    IMPROVEMENTS 11,144 4,303 6,841  
    LAND 1,330,000 0 1,330,000  
    BUILDING 301,000 114,467 186,533  
    IMPROVEMENTS 20,000 7,300 12,700  
    FINANCING COSTS 6,897 3,594 3,303  
    DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 6,210 2,081 4,129  
    NEW BOILER 33,930 12,186 21,744  
    PATIO 2,700 911 1,789  
    PORTICO 1,255 454 801  
    UNIT RENOVAIONS 17,594 6,266 11,328  
    BOILER 18,750 6,394 12,356  
    DECK 10,700 3,874 6,826  
    IMPROVEMENTS UNIT #1 26,293 9,042 17,251  
    IMPROVEMENTS UNIT #2 12,565 4,246 8,319  
    IMPROVEMENTS UNIT #3 27,848 9,412 18,436  
    IMPROVEMENTS UNIT #5 7,020 2,348 4,672  
    ASBESTOS REMOVAL 1,793 615 1,178  
    IMPROVEMENTS - OTHER 11,163 3,772 7,391  
    11-13 STORY APPLIANCES 1,023 1,023 0  
    IMPROVEMENTS 4,532 1,354 3,178  
    30 ATHENS STREET IMPROVEMENTS 8,024 2,397 5,627  
    BATH REMODEL (1-2 GRAY) 4,425 1,429 2,996  
    REWIRE APARTMENT (1-6 GRAY) 5,200 1,614 3,586  
    REMODEL BATHROOM (11-8 GRAY) 4,720 1,455 3,265  
    IMPROVEMENTS - UNIT 5 24,034 7,101 16,933  
    IMPROVEMENTS - OTHER 3,250 1,028 2,222  
    30 ATHENS STREET APPLIANCES 516 516 0  
    11-13 STORY APPLIANCES 2,066 2,066 0  
    HAMMOND APPLIANCES 765 765 0  
    HAMMOND IMPROVEMENTS 11,670 3,233 8,437  
    HAMMOND APPLIANCES 685 685 0  
    LIGHTTING 3,900 1,106 2,794  
    REMODEL BATHROOM (1-8 GRAY) 10,067 2,852 7,215  
    APPLIANCES 550 550 0  
    IMPROVEMENTS (11-3 GRAY) 26,590 7,212 19,378  
    IMPROVEMENTS (1-5 GRAY) 38,750 10,391 28,359  
    HAMMOND GARAGE 54,500 11,975 42,525  
    HAMMOND APPLIANCES 2,867 2,867 0  
    11-13 STORY APPLIANCES 940 940 0  
    11-13 STORY IMPROVEMENTS 30,075 6,883 23,192  
    HVAC 38,150 8,842 29,308  
    11-13 STORY IMPROVEMENTS 24,625 4,512 20,113  
    HAMMOND - DRIVEWAY PAVING 38,700 6,156 32,544  
    HAMMOND - IMPROVEMENTS 60,500 9,442 51,058  
    LAND 497 HAMMOND STREET 464,318 0 464,318  
    HAMMOND - IMPROVEMENTS 63,879 9,002 54,877  
    ROOF REPLACEMENT 39,980 5,028 34,952  
    IMPROVEMENTS 100,337 5,625 94,712  
    HAMMOND - IMPROVEMENTS 107,923 2,126 105,797  
    HAMMOND - IMPROVEMENTS 53,694 244 53,450  
    11-13 STORY IMPROVEMENTS 18,690 368 18,322  
    IMPROVEMENTS 113,115 1,200 111,915  
    IMPROVEMENTS (1-5 GRAY) 19,630 327 19,303  
    30 ATHENS STREET IMPROVEMENTS 59,950 1,908 58,042  

    TY 2021 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 4,166,792 0

    TY 2021 LegalFeesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 43,555 43,555   0


    TY 2021 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
    PREPAID INSURANCE   40,548 40,548
    DUE FROM MORNINGSDIE MUSIC BRIDGE   6,341 6,341


    TY 2021 OtherExpensesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 712 0   0
    INSURANCE 324 0   0
    OPERATING EXPENSES - ROSEMARY 412,349 412,349   0
    OPERATING EXPENSES - ELDERBERRY 80,921 80,921   0
    OPERATING EXPENSES - TURMERIC 40,359 40,359   0
    OPERATING EXPENSES - CLOVE 28,462 28,462   0
    OPERATING EXPENSES - MEDJOOL 168,650 168,650   0
    OPERATING EXPENSES - WILLOWBARK 53,577 53,577   0
    OPERATING EXPENSES - CORKTREE 206,310 206,310   0
    OPERATING EXPENSES - GINGERGOLD 57,123 57,123   0
    OPERATING EXPENSES - TACCA 88,271 88,271   0
    AMORTIZATION 624 624   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS AND OTHER LIABILITIES 131,142 257,555
    ACCRUED DONATIONS 26,760 26,760


    TY 2021 TaxesSchedule
    Name:
    THE MORNINGSIDE FOUNDATION
    EIN:
    04-3339572
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FORM PC 1,000 1,000   0