Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$50,572,130J 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) 5,086,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,145 3,145  
4 Dividends and interest from securities... 405,974 405,974  
5a Gross rents............ 1,984,444 1,984,444  
b Net rental income or (loss) 332,974
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........ 7,479,563 2,393,563  
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)......... Click to see attachment
List of Attached Documents:
// Content
5,198 5,198   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,511 38,511   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,528 1,000   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
496,456 496,456  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,155,342 1,155,342   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,704,035 1,696,507   0
25 Contributions, gifts, grants paid....... 5,295,500 5,295,500
26 Total expenses and disbursements. Add lines 24 and 25 6,999,535 1,696,507   5,295,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 480,028
b Net investment income (if negative, enter -0-) 697,056
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 4,268,824 2,717,700 2,717,700
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow64,125
Less: allowance for doubtful accounts right arrow     64,125 64,125
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow1,900
Less: allowance for doubtful accounts right arrow0 1,900 1,900 1,900
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)....... 5,258,749 Click to see attachment
List of Attached Documents:
// Content
5,258,749 		2,352,000
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow23,453,435
Less: accumulated depreciation (attach schedule) right arrow11,795,596 11,895,366 Click to see attachment
List of Attached Documents:
// Content
11,657,839 		45,335,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,166,808 Click to see attachment
List of Attached Documents:
// Content
4,166,808 		0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
95,841 		Click to see attachment
List of Attached Documents:
// Content
101,405 		Click to see attachment
List of Attached Documents:
// Content
101,405
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,687,488 23,968,526 50,572,130
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)...... 2,230,107  
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
265,996 		Click to see attachment
List of Attached Documents:
// Content
297,113
23 Total liabilities (add lines 17 through 22)......... 2,496,103 297,113
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 23,191,385 23,671,413
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 23,191,385 23,671,413
30 Total liabilities and net assets/fund balances (see instructions). 25,687,488 23,968,526
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
23,191,385
2
Enter amount from Part I, line 27a .....................
2
480,028
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,671,413
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,671,413
Form 990-PF (2024)
Form 990-PF (2024)
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,689
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 9,689
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 9,689
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 619
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
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)
right arrowDE, 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 2024 or the taxable year beginning in 2024? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPAULA E TURNBULL Telephone no.right arrow (617) 244-2800

Located atright arrow1188 CENTRE STREETNEWTON CENTREMA ZIP+4right arrow024590529
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 294,575
1 SHIPYARD WAY 306
MEDFORD,MA02155
COZY PROPERTIES PROPERTY MGMT 204,857
18 SCHOOL STREET
NATICK,MA01760
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,737,321
b
Average of monthly cash balances.......................
1b
3,049,500
c
Fair market value of all other assets (see instructions)................
1c
45,336,900
d
Total (add lines 1a, b, and c).........................
1d
51,123,721
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
51,123,721
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
766,856
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,356,865
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,517,843
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
2,517,843
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,689
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,689
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,508,154
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,508,154
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
2,508,154
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
5,295,500
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,295,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,508,154
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 75,207,299
b From 2020...... 8,280,621
c From 2021...... 43,677,163
d From 2022...... 62,742,689
e From 2023...... 57,061,843
f Total of lines 3a through e ........ 246,969,615
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,295,500
a Applied to 2023, 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 2024 distributable amount..... 2,508,154
e Remaining amount distributed out of corpus 2,787,346
5 Excess distributions carryover applied to 2024. 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 5 249,756,961
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		75,207,299
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		174,549,662
10 Analysis of line 9:
a Excess from 2020.... 8,280,621
b Excess from 2021.... 43,677,163
c Excess from 2022.... 62,742,689
d Excess from 2023.... 57,061,843
e Excess from 2024.... 2,787,346
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

COMMITTEE OF 100

28 WEST 44TH STREET
NEW YORK,NY10036 		NONE PUBLIC GENERAL USE - RESEARCH 25,000

DEFENSE AND CONFIRMATION PROJECT

1853 W BALL ROAD
ANAHEIM,CA92804 		NONE PUBLIC GENERAL USE - RESEARCH 100,000

EMORY UNIVERSITY DONOR ACCOUNT

201 DOWMAN DRIVE
ATLANTA,GA30322 		NONE PUBLIC GENERAL USE - EDUCATION 100,000

DU BOIS ORCHESTRA

66 WINTHROP STREET
CAMBRIDGE,MA02138 		NONE PUBLIC GENERAL USE - EDUCATION 16,000

EMGS

12627 SAN JOSE BLVD
JACKSONVILLE,FL32223 		NONE PUBLIC GENERAL USE - EDUCATION 25,000

PRESIDENT AND FELLOWS-HARVARD

MASSACHUSETTS HALL
CAMBRIDGE,MA02138 		NONE PUBLIC GENERAL USE - RELIGIOUS 30,000

THE CHURCH IN ANAHEIM

2528 W LA PALMA AVENUE
ANAHEIM,CA92801 		NONE PUBLIC GENERAL USE - RELIGIOUS 300,000

THE CHURCH IN ANAHEIMLME

2411 W LA PALMA AVENUE
ANAHEIM,CA92801 		NONE PUBLIC GENERAL USE - RELIGIOUS 66,000

THE CHURCH IN SANTA ANA

2006 N BROADWAY
SANTA ANA,CA92706 		NONE PUBLIC GENERAL USE - RELIGIOUS 80,000

THE CHURCH OF CAMBRIDGE

380 GREEN STREET
CAMBRIDGE,MA02139 		NONE PUBLIC GENERAL USE - RELIGIOUS 600,000

THE COLRAIN MEETING FOUNDATION

22 BRACEBRIDGE ROAD
NEWTON,MA02459 		NONE PUBLIC GENERAL USE - EDUCATION 50,000

WINTHROP PARK SCHOOL INC

160 HERRICK ROAD
NEWTON CENTRE,MA02459 		NONE PUBLIC GENERAL USE - EDUCATION 3,903,500
Total .................................right arrow 3a 5,295,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,145  
4 Dividends and interest from securities ....     14 405,974  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 69,937      
bNot debt-financed property..... 531120 263,037      
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) .. 332,974 409,119 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
742,093
(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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE MORNINGSIDE FOUNDATION
 
Employer identification number

04-3339572
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) 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
ADRIEL CHAN
22/FHANG LUNG CENTRE2-20 PATERSON S
 
CAUSEWAY BAY, HONG KONG   CH

$ 3,586,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MAGNOLIA TRUST
 
225 EAST 11TH STREET STE 210
 
SIOUX FALLS, SD57104

$ 1,500,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 38,511 38,511   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 5,231 480.000000000000 279 279   5,510
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 4,284 240.000000000000 345 345   4,629

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 1,270 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-08-29 24,762 24,641 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-09-01 3,103 3,103 200DB 7.000000000000 0 0    
IMPROVEMENTS 1994-10-20 4,352 4,301 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-11-14 3,945 3,882 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-11-14 13,675 13,483 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-11-14 6,369 6,290 SL 27.500000000000 0 0    
IMPROVEMENTS 1994-11-28 1,200 1,191 SL 27.500000000000 0 0    
IMPROVEMENTS 1997-05-22 4,050 3,916 SL 27.500000000000 134 134    
BUILDING 1998-09-02 745 683 SL 27.500000000000 27 27    
BUILDING 1998-10-01 3,600 3,302 SL 27.500000000000 131 131    
IMPROVEMENTS 2001-06-13 9,540 7,821 SL 27.500000000000 347 347    
IMPROVEMENTS 2001-07-11 10,300 8,421 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 1,150 SL 27.500000000000 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    
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 2,200,100 SL 27.500000000000 117,600 117,600    
CONDOMINIUM UNIT 2005-06-01 375,000 252,834 SL 27.500000000000 13,636 13,636    
CONDOMINIUM UNIT 2005-06-28 375,000 252,834 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 6,500 SL 15.000000000000 0 0    
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 1,173,734 SL 27.500000000000 65,971 65,971    
63 DANA STREET IMPROVEMENTS 2006-09-30 132,706 83,449 SL 27.500000000000 4,826 4,826    
30 ATHENS STREET LAND 2006-03-15 718,600   L   0 0    
30 ATHENS STREET BUILDING 2006-03-15 701,400 453,777 SL 27.500000000000 25,505 25,505    
30 ATHENS STREET IMPROVEMENTS 2006-06-30 9,700 6,192 SL 27.500000000000 353 353    
30 ATHENS STREET CLOSING COSTS 2006-03-15 2,300 1,494 SL 27.500000000000 84 84    
63 DANA STREET CLOSING COSTS 2006-03-02 3,235 2,099 SL 27.500000000000 118 118    
30 ATHENS STREET IMPROVEMENTS 2007-09-26 500 293 SL 27.500000000000 18 18    
30 ATHENS STREET IMPROVEMENTS 2007-11-19 20,781 12,190 SL 27.500000000000 756 756    
PAULINE DRIVE IMPROVEMENTS 2007-12-14 4,901 2,855 SL 27.500000000000 178 178    
11-13 STORY UNIT 2 PURCHASE 2007-04-19 350,000 212,647 SL 27.500000000000 12,727 12,727    
HAMMOND IMPROVEMENTS 2007-11-28 25,783 25,783 SL 15.000000000000 0 0    
11-13 STORY UNIT 2 CLOSING COSTS 2007-06-30 1,040 628 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 2,937 SL 27.500000000000 185 185    
30 ATHENS STREET IMPROVEMENTS 2008-10-09 18,156 10,038 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 2,378,337 SL 27.500000000000 160,789 160,789    
1-11 GRAY STREET CLOSING COSTS 2009-03-05 5,300 2,855 SL 27.500000000000 193 193    
ASBESTOS ABATEMENT 2009-03-19 3,600 1,938 SL 27.500000000000 131 131    
IMPROVEMENTS 2009-06-10 37,400 19,777 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 23,738 SL 27.500000000000 1,753 1,753    
IMPROVEMENTS 2010-01-22 2,962 1,507 SL 27.500000000000 108 108    
IMPROVEMENTS 2010-09-30 4,500 2,180 SL 27.500000000000 164 164    
HAMMOND IMPROVEMENTS (NEW ROOF) 2011-07-19 30,670 13,891 SL 27.500000000000 1,115 1,115    
IMPROVEMENTS 2011-09-21 54,653 24,424 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 34,883 SL 27.500000000000 2,727 2,727    
IMPROVEMENTS 2011-05-18 11,144 5,113 SL 27.500000000000 405 405    
LAND 2011-07-21 1,330,000   L   0 0    
BUILDING 2011-07-21 301,000 136,357 SL 27.500000000000 10,945 10,945    
IMPROVEMENTS 2011-12-07 20,000 8,754 SL 27.500000000000 727 727    
DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 2012-10-19 6,210 2,533 SL 27.500000000000 226 226    
NEW BOILER 2012-02-23 33,930 14,654 SL 27.500000000000 1,234 1,234    
PATIO 2012-09-10 2,700 1,107 SL 27.500000000000 98 98    
PORTICO 2012-02-23 1,255 546 SL 27.500000000000 46 46    
UNIT RENOVAIONS 2012-03-01 17,594 7,546 SL 27.500000000000 640 640    
BOILER 2012-08-13 18,750 7,758 SL 27.500000000000 682 682    
DECK 2012-01-11 10,700 4,652 SL 27.500000000000 389 389    
IMPROVEMENTS UNIT #1 2012-07-31 26,293 10,954 SL 27.500000000000 956 956    
IMPROVEMENTS UNIT #2 2012-09-30 12,565 5,160 SL 27.500000000000 457 457    
IMPROVEMENTS UNIT #3 2012-09-30 27,848 11,438 SL 27.500000000000 1,013 1,013    
IMPROVEMENTS UNIT #5 2012-10-11 7,020 2,858 SL 27.500000000000 255 255    
ASBESTOS REMOVAL 2012-07-16 1,793 745 SL 27.500000000000 65 65    
IMPROVEMENTS - OTHER 2012-09-30 11,163 4,584 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 1,684 SL 27.500000000000 165 165    
30 ATHENS STREET IMPROVEMENTS 2013-10-30 8,024 2,981 SL 27.500000000000 292 292    
BATH REMODEL (1-2 GRAY) 2013-02-20 4,425 1,751 SL 27.500000000000 161 161    
REWIRE APARTMENT (1-6 GRAY) 2013-06-14 5,200 1,992 SL 27.500000000000 189 189    
REMODEL BATHROOM (11-8 GRAY) 2013-07-03 4,720 1,799 SL 27.500000000000 172 172    
IMPROVEMENTS - UNIT 5 2013-11-20 24,034 8,849 SL 27.500000000000 874 874    
IMPROVEMENTS - OTHER 2013-04-05 3,250 1,264 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 4,081 SL 27.500000000000 424 424    
HAMMOND APPLIANCES 2014-07-09 685 342 200DB 5.000000000000 0 0    
LIGHTTING 2014-03-05 3,900 1,390 SL 27.500000000000 142 142    
REMODEL BATHROOM (1-8 GRAY) 2014-03-20 10,067 3,584 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 9,146 SL 27.500000000000 967 967    
IMPROVEMENTS (1-5 GRAY) 2014-08-28 38,750 13,209 SL 27.500000000000 1,409 1,409    
HAMMOND GARAGE 2015-12-10 54,500 15,939 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 9,071 SL 27.500000000000 1,094 1,094    
HVAC 2015-08-05 38,150 11,616 SL 27.500000000000 1,387 1,387    
11-13 STORY IMPROVEMENTS 2016-12-21 24,625 6,302 SL 27.500000000000 895 895    
HAMMOND - DRIVEWAY PAVING 2017-08-15 38,700 8,970 SL 27.500000000000 1,407 1,407    
HAMMOND - IMPROVEMENTS 2017-09-30 60,500 13,842 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 13,648 SL 27.500000000000 2,323 2,323    
ROOF REPLACEMENT 2018-07-27 39,980 7,936 SL 27.500000000000 1,454 1,454    
IMPROVEMENTS 2020-06-30 100,337 12,923 SL 27.500000000000 3,649 3,649    
HAMMOND - IMPROVEMENTS 2021-06-30 107,923 9,974 SL 27.500000000000 3,924 3,924    
HAMMOND - IMPROVEMENTS 2021-11-30 53,694 4,150 SL 27.500000000000 1,953 1,953    
11-13 STORY IMPROVEMENTS 2021-06-30 18,690 1,728 SL 27.500000000000 680 680    
IMPROVEMENTS 2021-09-30 113,115 9,426 SL 27.500000000000 4,113 4,113    
IMPROVEMENTS (1-5 GRAY) 2021-07-01 19,630 1,755 SL 27.500000000000 714 714    
30 ATHENS STREET IMPROVEMENTS 2021-02-25 59,950 6,268 SL 27.500000000000 2,180 2,180    
IMPROVEMENTS (1-5 GRAY) 2022-07-01 41,280 2,189 SL 27.500000000000 1,501 1,501    
HAMMOND - IMPROVEMENTS 2022-06-30 100,757 5,649 SL 27.500000000000 3,664 3,664    
30 ATHENS STREET IMPROVEMENTS 2022-06-30 15,980 896 SL 27.500000000000 581 581    
11-13 STORY IMPROVEMENTS 2023-06-30 11,529 227 SL 27.500000000000 419 419    
IMPROVEMENTS (1-5 GRAY) 2023-06-30 73,349 1,445 SL 27.500000000000 2,667 2,667    
IMPROVEMENTS 2023-07-14 11,615 194 SL 27.500000000000 422 422    
30 ATHENS STREET IMPROVEMENTS 2023-06-30 17,980 354 SL 27.500000000000 654 654    
11-13 STORY IMPROVEMENTS 2024-06-30 250,920   SL 27.500000000000 4,942 4,942    
HVAC 2024-05-16 8,633   SL 27.500000000000 196 196    

TY 2024 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 5,258,749 2,352,000

TY 2024 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 4,050 0  
BUILDING 745 710 35  
BUILDING 3,600 3,433 167  
IMPROVEMENTS 9,540 8,168 1,372  
IMPROVEMENTS 10,300 8,796 1,504  
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 2,317,700 916,300  
CONDOMINIUM UNIT 375,000 266,470 108,530  
CONDOMINIUM UNIT 375,000 266,470 108,530  
APPLIANCES 424 424 0  
11-13 STORY CLOSING COSTS 11,166 5,510 5,656  
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 1,239,705 574,495  
63 DANA STREET IMPROVEMENTS 132,706 88,275 44,431  
63 DANA STREET LOAN COSTS 25,084 25,080 4  
30 ATHENS STREET LAND 718,600 0 718,600  
30 ATHENS STREET BUILDING 701,400 479,282 222,118  
30 ATHENS STREET IMPROVEMENTS 9,700 6,545 3,155  
30 ATHENS STREET CLOSING COSTS 2,300 1,578 722  
LOAN COSTS 33,004 33,000 4  
63 DANA STREET CLOSING COSTS 3,235 2,217 1,018  
30 ATHENS STREET IMPROVEMENTS 500 311 189  
30 ATHENS STREET IMPROVEMENTS 20,781 12,946 7,835  
PAULINE DRIVE IMPROVEMENTS 4,901 3,033 1,868  
11-13 STORY UNIT 2 PURCHASE 350,000 225,374 124,626  
HAMMOND IMPROVEMENTS 25,783 25,783 0  
11-13 STORY UNIT 2 CLOSING COSTS 1,040 666 374  
11-13 STORY APPLIANCES 1,733 1,733 0  
HOT WATER HEATER 1,024 1,024 0  
HAMMOND IMPROVEMENTS 5,089 3,122 1,967  
30 ATHENS STREET IMPROVEMENTS 18,156 10,698 7,458  
509 BOILER 10,900 10,900 0  
LAND 491,300 0 491,300  
BUILDING 4,421,700 2,539,126 1,882,574  
1-11 GRAY STREET CLOSING COSTS 5,300 3,048 2,252  
ASBESTOS ABATEMENT 3,600 2,069 1,531  
IMPROVEMENTS 37,400 21,137 16,263  
APPLIANCES 1,581 1,581 0  
IMPROVEMENTS 48,198 25,491 22,707  
IMPROVEMENTS 2,962 1,615 1,347  
IMPROVEMENTS 4,500 2,344 2,156  
HAMMOND IMPROVEMENTS (NEW ROOF) 30,670 15,006 15,664  
IMPROVEMENTS 54,653 26,411 28,242  
APPLIANCES 2,456 2,456 0  
LAND 275,000 0 275,000  
BUILDING 75,000 37,610 37,390  
IMPROVEMENTS 11,144 5,518 5,626  
LAND 1,330,000 0 1,330,000  
BUILDING 301,000 147,302 153,698  
IMPROVEMENTS 20,000 9,481 10,519  
FINANCING COSTS 6,897 4,629 2,268  
DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 6,210 2,759 3,451  
NEW BOILER 33,930 15,888 18,042  
PATIO 2,700 1,205 1,495  
PORTICO 1,255 592 663  
UNIT RENOVAIONS 17,594 8,186 9,408  
BOILER 18,750 8,440 10,310  
DECK 10,700 5,041 5,659  
IMPROVEMENTS UNIT #1 26,293 11,910 14,383  
IMPROVEMENTS UNIT #2 12,565 5,617 6,948  
IMPROVEMENTS UNIT #3 27,848 12,451 15,397  
IMPROVEMENTS UNIT #5 7,020 3,113 3,907  
ASBESTOS REMOVAL 1,793 810 983  
IMPROVEMENTS - OTHER 11,163 4,990 6,173  
11-13 STORY APPLIANCES 1,023 1,023 0  
IMPROVEMENTS 4,532 1,849 2,683  
30 ATHENS STREET IMPROVEMENTS 8,024 3,273 4,751  
BATH REMODEL (1-2 GRAY) 4,425 1,912 2,513  
REWIRE APARTMENT (1-6 GRAY) 5,200 2,181 3,019  
REMODEL BATHROOM (11-8 GRAY) 4,720 1,971 2,749  
IMPROVEMENTS - UNIT 5 24,034 9,723 14,311  
IMPROVEMENTS - OTHER 3,250 1,382 1,868  
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 4,505 7,165  
HAMMOND APPLIANCES 685 685 0  
LIGHTTING 3,900 1,532 2,368  
REMODEL BATHROOM (1-8 GRAY) 10,067 3,950 6,117  
APPLIANCES 550 550 0  
IMPROVEMENTS (11-3 GRAY) 26,590 10,113 16,477  
IMPROVEMENTS (1-5 GRAY) 38,750 14,618 24,132  
HAMMOND GARAGE 54,500 17,921 36,579  
HAMMOND APPLIANCES 2,867 2,867 0  
11-13 STORY APPLIANCES 940 940 0  
11-13 STORY IMPROVEMENTS 30,075 10,165 19,910  
HVAC 38,150 13,003 25,147  
11-13 STORY IMPROVEMENTS 24,625 7,197 17,428  
HAMMOND - DRIVEWAY PAVING 38,700 10,377 28,323  
HAMMOND - IMPROVEMENTS 60,500 16,042 44,458  
LAND 497 HAMMOND STREET 464,318 0 464,318  
HAMMOND - IMPROVEMENTS 63,879 15,971 47,908  
ROOF REPLACEMENT 39,980 9,390 30,590  
IMPROVEMENTS 100,337 16,572 83,765  
HAMMOND - IMPROVEMENTS 107,923 13,898 94,025  
HAMMOND - IMPROVEMENTS 53,694 6,103 47,591  
11-13 STORY IMPROVEMENTS 18,690 2,408 16,282  
IMPROVEMENTS 113,115 13,539 99,576  
IMPROVEMENTS (1-5 GRAY) 19,630 2,469 17,161  
30 ATHENS STREET IMPROVEMENTS 59,950 8,448 51,502  
IMPROVEMENTS (1-5 GRAY) 41,280 3,690 37,590  
HAMMOND - IMPROVEMENTS 100,757 9,313 91,444  
30 ATHENS STREET IMPROVEMENTS 15,980 1,477 14,503  
11-13 STORY IMPROVEMENTS 11,529 646 10,883  
IMPROVEMENTS (1-5 GRAY) 73,349 4,112 69,237  
IMPROVEMENTS 11,615 616 10,999  
30 ATHENS STREET IMPROVEMENTS 17,980 1,008 16,972  
11-13 STORY IMPROVEMENTS 250,920 4,942 245,978  
HVAC 8,633 196 8,437  

TY 2024 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 4,166,808 0

TY 2024 LegalFeesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 5,198 5,198   0


TY 2024 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 95,841 101,405 101,405


TY 2024 OtherExpensesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 308 308   0
OTHER EXPENSES 20 20   0
OPERATING EXPENSES - ROSEMARY 398,431 398,431   0
OPERATING EXPENSES - ELDERBERRY 104,177 104,177   0
OPERATING EXPENSES - TURMERIC 24,522 24,522   0
OPERATING EXPENSES - CLOVE 25,198 25,198   0
OPERATING EXPENSES - MEDJOOL 151,558 151,558   0
OPERATING EXPENSES - WILLOWBARK 57,793 57,793   0
OPERATING EXPENSES - CORKTREE 283,889 283,889   0
OPERATING EXPENSES - GINGERGOLD 27,093 27,093   0
OPERATING EXPENSES - TACCA 81,729 81,729   0
AMORTIZATION 624 624   0


TY 2024 OtherLiabilitiesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS AND OTHER LIABILITIES 239,236 270,353
ACCRUED DONATIONS 26,760 26,760


TY 2024 TaxesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA FORM PC FILING FEE 1,000 1,000   0
IRS 990-PF 7,528 0   0