Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
NEWTON CENTRE
State or province
MA
Country  
ZIP or foreign postal code
02459
A Employer identification number

04-3339572
B Telephone number (see instructions)

6172442800
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$49,727,977J 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) 12,466,000
2 Check .................
3 Interest on savings and temporary cash investments 16,427 16,427  
4 Dividends and interest from securities...      
5a Gross rents............ 2,000,948 2,000,948  
b Net rental income or (loss) 207,364
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 14,483,375 2,017,375  
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
1,916 1,916   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,600 65,600   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,844 16,818   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
504,822 504,822  
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
1,290,361 1,289,057   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,897,543 1,878,213   0
25 Contributions, gifts, grants paid....... 19,178,500 19,178,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 21,076,043 1,878,213   19,178,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,592,668
b Net investment income (if negative, enter -0-) 139,162
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,717,700 2,019,331 2,019,331
2 Savings and temporary cash investments.........      
3 Accounts receivable 84,075
Less: allowance for doubtful accounts   64,125 84,075 84,075
4 Pledges receivable  
Less: allowance for doubtful accounts        
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) 1,900
Less: allowance for doubtful accounts 0 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 		2,201,500
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis 23,749,593
Less: accumulated depreciation (attach schedule) 12,301,245 11,657,839 Click to see attachment
List of Attached Documents:
// Content
11,448,348 		45,335,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,166,808 Click to see attachment
List of Attached Documents:
// Content
4,166,802 		0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
101,405 		Click to see attachment
List of Attached Documents:
// Content
86,171 		Click to see attachment
List of Attached Documents:
// Content
86,171
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,968,526 23,065,376 49,727,977
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)......   5,700,000
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
297,113 		Click to see attachment
List of Attached Documents:
// Content
286,631
23 Total liabilities (add lines 17 through 22)......... 297,113 5,986,631
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 23,671,413 17,078,745
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 23,671,413 17,078,745
30 Total liabilities and net assets/fund balances (see instructions). 23,968,526 23,065,376
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
23,671,413
2
Enter amount from Part I, line 27a .....................
2
-6,592,668
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,078,745
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,078,745
Form 990-PF (2025)
Form 990-PF (2025)
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 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 1,934
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 1,934
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 1,934
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,720
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 9,720
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,783
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax7,783 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
DE, 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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofPAULA E TURNBULL Telephone no. (617) 244-2800

Located at1188 CENTRE STREETNEWTON CENTREMA ZIP+4024590529
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
COZY PROPERTIES PROPERTY MGMT 227,059
18 SCHOOL STREET
NATICK,MA01760
BOSTON QUALITY CLEANING INC CLEANING & CONSTRUCTION 164,373
1 SHIPYARD WAY 306
MEDFORD,MA02155
PRAGUE & COMPANY PC ACCOUNTING & TAX SERVICES 65,600
15 WALNUT STREET STE 150
WELLESLEY,MA02481
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,786,313
b
Average of monthly cash balances.......................
1b
4,150,318
c
Fair market value of all other assets (see instructions)................
1c
45,336,900
d
Total (add lines 1a, 1b, and 1c).......................
1d
51,273,531
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
51,273,531
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
769,103
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
50,504,428
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,525,221
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,525,221
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,934
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,934
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,523,287
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,523,287
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
2,523,287
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, line 26, column (d) ..........
1a
19,178,500
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
19,178,500
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,523,287
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 8,280,621
b From 2021...... 43,677,163
c From 2022...... 62,742,689
d From 2023...... 57,061,843
e From 2024...... 2,787,346
f Total of lines 3a through e ........ 174,549,662
4Qualifying distributions for 2025 from Part
XI, line 4: $ 19,178,500
a Applied to 2024, 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 2025 distributable amount..... 2,523,287
e Remaining amount distributed out of corpus 16,655,213
5 Excess distributions carryover applied to 2025. 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 5 191,204,875
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		8,280,621
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		182,924,254
10 Analysis of line 9:
a Excess from 2021 .... 43,677,163
b Excess from 2022 .... 62,742,689
c Excess from 2023 .... 57,061,843
d Excess from 2024 .... 2,787,346
e Excess from 2025 .... 16,655,213
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

ARIZONA STATE UNIVERSITY FOUNDATION

300 E UNIVERSITY DRIVE
TEMPE,AZ85281 		NONE   GENERAL USE - RESEARCH 30,000

MORNINGSIDE MUSIC BRIDGE

1188 CENTRE STREET
NEWTON CENTRE,MA02459 		NONE   GENERAL USE - RESEARCH 7,000

DU BOIS ORCHESTRA

66 WINTHROP STREET
CAMBRIDGE,MA02138 		NONE   GENERAL USE - EDUCATION 20,000

THE CHURCH IN ANAHEIMLME

2411 W LA PALMA AVENUE
ANAHEIM,CA92801 		NONE   GENERAL USE - RELIGIOUS 60,500

THE CHURCH OF CAMBRIDGE

380 GREEN STREET
CAMBRIDGE,MA02139 		NONE   GENERAL USE - RELIGIOUS 420,000

THE COLRAIN MEETING FOUNDATION

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

NEWTON HIGH PEAK INC

160 HERRICK ROAD
NEWTON CENTRE,MA02459 		NONE   GENERAL USE - EDUCATION 2,965,162

ACS HOPE HOSTEL - REFUND

125 SOUTH HUNTINGTON AVE
BOSTON,MA02130 		NONE   GENERAL USE - EDUCATION -50,000

MIT

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE   GENERAL USE - EDUCATION 6,000,000

THE UNIVERSITY OF MASSACHUSETTS FOUNDATION

100 CARLSON AVE
NEWTON,MA02459 		NONE   GENERAL USE - EDUCATION 8,000,000

WPS INSTITUTE INC

1188 CENTRE STREET
NEWTON,MA02459 		NONE   GENERAL USE - EDUCATION 1,675,838
Total ................................. 3a 19,178,500
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 16,427  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531120 16,734      
bNot debt-financed property..... 531120 326,599      
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) .. 343,333 16,427 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
359,760
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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
MAGNOLIA TRUST
 
225 EAST 11TH STREET STE 210
 
SIOUX FALLS, SD57104

$ 12,466,000


(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.)
(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 2025 AccountingFeesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 65,600 65,600   0

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TY 2025 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 5,510 480.000000000000 279 279   5,789
LOAN COSTS 2006-04-10 33,004 33,000 120.000000000000   0   33,000
63 DANA STREET LOAN COSTS 2006-06-27 25,084 25,080 120.000000000000   0   25,080
FINANCING COSTS 2011-07-21 6,897 4,629 240.000000000000 345 345   4,974
LOAN COSTS 2025-11-21 72,966   360.000000000000 203 203   203

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TY 2025 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 4,050 SL 27.500000000000 0 0    
BUILDING 1998-09-02 745 710 SL 27.500000000000 27 27    
BUILDING 1998-10-01 3,600 3,433 SL 27.500000000000 131 131    
IMPROVEMENTS 2001-06-13 9,540 8,168 SL 27.500000000000 347 347    
IMPROVEMENTS 2001-07-11 10,300 8,796 SL 27.500000000000 375 375    
EQUIPMENT 1995-01-01 1,046 1,046 200DB 5.000000000000 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    
APPLIANCES 2005-11-01 319 319 200DB 5.000000000000 0 0    
CONDOMINIUM UNITS 2005-04-07 3,234,000 2,317,700 SL 27.500000000000 117,600 117,600    
CONDOMINIUM UNIT 2005-06-01 375,000 266,470 SL 27.500000000000 13,636 13,636    
CONDOMINIUM UNIT 2005-06-28 375,000 266,470 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    
11-13 STORY UNIT 2 PURCHASE 2007-04-19 350,000 225,374 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 1,040 666 SL 27.500000000000 38 38    
11-13 STORY APPLIANCES 2007-07-17 1,733 1,733 200DB 5.000000000000 0 0    
HAMMOND IMPROVEMENTS 2008-02-21 5,089 3,122 SL 27.500000000000 185 185    
509 BOILER 2009-08-21 10,900 10,900 200DB 5.000000000000 0 0    
HAMMOND IMPROVEMENTS (NEW ROOF) 2011-07-19 30,670 15,006 SL 27.500000000000 1,115 1,115    
11-13 STORY APPLIANCES 2013-06-06 1,023 511 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 4,505 SL 27.500000000000 424 424    
HAMMOND APPLIANCES 2014-07-09 685 342 200DB 5.000000000000 0 0    
HAMMOND GARAGE 2015-12-10 54,500 17,921 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 10,165 SL 27.500000000000 1,094 1,094    
11-13 STORY IMPROVEMENTS 2016-12-21 24,625 7,197 SL 27.500000000000 895 895    
HAMMOND - DRIVEWAY PAVING 2017-08-15 38,700 10,377 SL 27.500000000000 1,407 1,407    
HAMMOND - IMPROVEMENTS 2017-09-30 60,500 16,042 SL 27.500000000000 2,200 2,200    
HAMMOND - IMPROVEMENTS 2018-02-01 63,879 15,971 SL 27.500000000000 2,323 2,323    
HAMMOND - IMPROVEMENTS 2021-06-30 107,923 13,898 SL 27.500000000000 3,924 3,924    
HAMMOND - IMPROVEMENTS 2021-11-30 53,694 6,103 SL 27.500000000000 1,953 1,953    
11-13 STORY IMPROVEMENTS 2021-06-30 18,690 2,408 SL 27.500000000000 680 680    
HAMMOND - IMPROVEMENTS 2022-06-30 100,757 9,313 SL 27.500000000000 3,664 3,664    
11-13 STORY IMPROVEMENTS 2023-06-30 11,529 646 SL 27.500000000000 419 419    
11-13 STORY IMPROVEMENTS 2024-06-30 250,920 4,942 SL 27.500000000000 9,124 9,124    
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 497 HAMMOND STREET 1992-06-04 464,318   L   0 0    
LAND 1993-07-21 75,673   L   0 0    
BUILDING 1993-07-21 320,750 320,271 SL 27.500000000000 0 0    
HOT WATER HEATER 2008-08-20 1,024 1,024 SL 5.000000000000 0 0    
IMPROVEMENTS 2013-10-30 4,532 1,849 SL 27.500000000000 165 165    
BUILDING 1993-06-03 213,150 213,150 SL 27.500000000000 0 0    
LAND 1993-06-03 64,174   L   0 0    
HVAC 2004-12-15 5,350 2,675 200DB 5.000000000000 0 0    
PAULINE DRIVE IMPROVEMENTS 2007-12-14 4,901 3,033 SL 27.500000000000 178 178    
DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 2012-10-19 6,210 2,759 SL 27.500000000000 226 226    
63 DANA STREET LAND 2006-03-02 985,800   L   0 0    
63 DANA STREET BUILDING 2006-03-02 1,814,200 1,239,705 SL 27.500000000000 65,971 65,971    
63 DANA STREET IMPROVEMENTS 2006-09-30 132,706 88,275 SL 27.500000000000 4,826 4,826    
63 DANA STREET CLOSING COSTS 2006-03-02 3,235 2,217 SL 27.500000000000 118 118    
APPLIANCES 2010-08-01 1,581 1,581 200DB 5.000000000000 0 0    
IMPROVEMENTS 2010-06-30 48,198 25,491 SL 27.500000000000 1,753 1,753    
ROOF REPLACEMENT 2018-07-27 39,980 9,390 SL 27.500000000000 1,454 1,454    
IMPROVEMENTS 2020-06-30 100,337 16,572 SL 27.500000000000 3,649 3,649    
IMPROVEMENTS 2021-09-30 113,115 13,539 SL 27.500000000000 4,113 4,113    
30 ATHENS STREET LAND 2006-03-15 718,600   L   0 0    
30 ATHENS STREET BUILDING 2006-03-15 701,400 479,282 SL 27.500000000000 25,505 25,505    
30 ATHENS STREET IMPROVEMENTS 2006-06-30 9,700 6,545 SL 27.500000000000 353 353    
30 ATHENS STREET CLOSING COSTS 2006-03-15 2,300 1,578 SL 27.500000000000 84 84    
30 ATHENS STREET IMPROVEMENTS 2007-09-26 500 311 SL 27.500000000000 18 18    
30 ATHENS STREET IMPROVEMENTS 2007-11-19 20,781 12,946 SL 27.500000000000 756 756    
30 ATHENS STREET IMPROVEMENTS 2008-10-09 18,156 10,698 SL 27.500000000000 660 660    
30 ATHENS STREET IMPROVEMENTS 2013-10-30 8,024 3,273 SL 27.500000000000 292 292    
30 ATHENS STREET APPLIANCES 2013-10-30 516 258 200DB 5.000000000000 0 0    
30 ATHENS STREET IMPROVEMENTS 2021-02-25 59,950 8,448 SL 27.500000000000 2,180 2,180    
30 ATHENS STREET IMPROVEMENTS 2022-06-30 15,980 1,477 SL 27.500000000000 581 581    
30 ATHENS STREET IMPROVEMENTS 2023-06-30 17,980 1,008 SL 27.500000000000 654 654    
LAND 2009-03-05 491,300   L   0 0    
BUILDING 2009-03-05 4,421,700 2,539,126 SL 27.500000000000 160,789 160,789    
1-11 GRAY STREET CLOSING COSTS 2009-03-05 5,300 3,048 SL 27.500000000000 193 193    
ASBESTOS ABATEMENT 2009-03-19 3,600 2,069 SL 27.500000000000 131 131    
IMPROVEMENTS 2009-06-10 37,400 21,137 SL 27.500000000000 1,360 1,360    
IMPROVEMENTS 2010-01-22 2,962 1,615 SL 27.500000000000 108 108    
IMPROVEMENTS 2010-09-30 4,500 2,344 SL 27.500000000000 164 164    
IMPROVEMENTS 2011-09-21 54,653 26,411 SL 27.500000000000 1,987 1,987    
APPLIANCES 2012-07-31 2,456 1,228 200DB 5.000000000000 0 0    
NEW BOILER 2012-02-23 33,930 15,888 SL 27.500000000000 1,234 1,234    
PATIO 2012-09-10 2,700 1,205 SL 27.500000000000 98 98    
PORTICO 2012-02-23 1,255 592 SL 27.500000000000 46 46    
UNIT RENOVAIONS 2012-03-01 17,594 8,186 SL 27.500000000000 640 640    
BATH REMODEL (1-2 GRAY) 2013-02-20 4,425 1,912 SL 27.500000000000 161 161    
REWIRE APARTMENT (1-6 GRAY) 2013-06-14 5,200 2,181 SL 27.500000000000 189 189    
REMODEL BATHROOM (11-8 GRAY) 2013-07-03 4,720 1,971 SL 27.500000000000 172 172    
LIGHTTING 2014-03-05 3,900 1,532 SL 27.500000000000 142 142    
REMODEL BATHROOM (1-8 GRAY) 2014-03-20 10,067 3,950 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 10,113 SL 27.500000000000 967 967    
IMPROVEMENTS (1-5 GRAY) 2014-08-28 38,750 14,618 SL 27.500000000000 1,409 1,409    
IMPROVEMENTS (1-5 GRAY) 2021-07-01 19,630 2,469 SL 27.500000000000 714 714    
IMPROVEMENTS (1-5 GRAY) 2022-07-01 41,280 3,690 SL 27.500000000000 1,501 1,501    
IMPROVEMENTS (1-5 GRAY) 2023-06-30 73,349 4,112 SL 27.500000000000 2,667 2,667    
LAND 2011-03-01 275,000   L   0 0    
BUILDING 2011-03-01 75,000 37,610 SL 27.500000000000 2,727 2,727    
IMPROVEMENTS 2011-05-18 11,144 5,518 SL 27.500000000000 405 405    
LAND 2011-07-21 1,330,000   L   0 0    
BUILDING 2011-07-21 301,000 147,302 SL 27.500000000000 10,945 10,945    
IMPROVEMENTS 2011-12-07 20,000 9,481 SL 27.500000000000 727 727    
BOILER 2012-08-13 18,750 8,440 SL 27.500000000000 682 682    
DECK 2012-01-11 10,700 5,041 SL 27.500000000000 389 389    
IMPROVEMENTS UNIT #1 2012-07-31 26,293 11,910 SL 27.500000000000 956 956    
IMPROVEMENTS UNIT #2 2012-09-30 12,565 5,617 SL 27.500000000000 457 457    
IMPROVEMENTS UNIT #3 2012-09-30 27,848 12,451 SL 27.500000000000 1,013 1,013    
IMPROVEMENTS UNIT #5 2012-10-11 7,020 3,113 SL 27.500000000000 255 255    
ASBESTOS REMOVAL 2012-07-16 1,793 810 SL 27.500000000000 65 65    
IMPROVEMENTS - OTHER 2012-09-30 11,163 4,990 SL 27.500000000000 406 406    
IMPROVEMENTS - UNIT 5 2013-11-20 24,034 9,723 SL 27.500000000000 874 874    
IMPROVEMENTS - OTHER 2013-04-05 3,250 1,382 SL 27.500000000000 118 118    
HVAC 2015-08-05 38,150 13,003 SL 27.500000000000 1,387 1,387    
IMPROVEMENTS 2023-07-14 11,615 616 SL 27.500000000000 422 422    
HVAC 2024-05-16 8,633 196 SL 27.500000000000 314 314    
HAMMOND - IMPROVEMENTS 2025-06-30 22,804   SL 27.500000000000 449 449    
IMPROVEMENTS (GRAY ST) 2025-06-30 67,928   SL 27.500000000000 1,338 1,338    
DEMO - UNITS 1 & 2 2025-04-04 22,600   SL 27.500000000000 582 582    
30 ATHENS STREET IMPROVEMENTS 2025-07-02 109,860   SL 27.500000000000 1,831 1,831    

TY 2025 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 2,201,500

TY 2025 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 745 737 8  
BUILDING 3,600 3,564 36  
IMPROVEMENTS 9,540 8,515 1,025  
IMPROVEMENTS 10,300 9,171 1,129  
EQUIPMENT 24,429 24,429 0  
EQUIPMENT 1,046 1,046 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  
APPLIANCES 319 319 0  
CONDOMINIUM UNITS 3,234,000 2,435,300 798,700  
CONDOMINIUM UNIT 375,000 280,106 94,894  
CONDOMINIUM UNIT 375,000 280,106 94,894  
APPLIANCES 424 424 0  
11-13 STORY CLOSING COSTS 11,166 5,789 5,377  
11-13 APPLIANCES 701 701 0  
HAMMOND FENCE 6,500 6,500 0  
HAMMOND APPLIANCES 2,202 2,202 0  
LOAN COSTS 33,004 33,000 4  
11-13 STORY UNIT 2 PURCHASE 350,000 238,101 111,899  
HAMMOND IMPROVEMENTS 25,783 25,783 0  
11-13 STORY UNIT 2 CLOSING COSTS 1,040 704 336  
11-13 STORY APPLIANCES 1,733 1,733 0  
HAMMOND IMPROVEMENTS 5,089 3,307 1,782  
509 BOILER 10,900 10,900 0  
HAMMOND IMPROVEMENTS (NEW ROOF) 30,670 16,121 14,549  
11-13 STORY APPLIANCES 1,023 1,023 0  
11-13 STORY APPLIANCES 2,066 2,066 0  
HAMMOND APPLIANCES 765 765 0  
HAMMOND IMPROVEMENTS 11,670 4,929 6,741  
HAMMOND APPLIANCES 685 685 0  
HAMMOND GARAGE 54,500 19,903 34,597  
HAMMOND APPLIANCES 2,867 2,867 0  
11-13 STORY APPLIANCES 940 940 0  
11-13 STORY IMPROVEMENTS 30,075 11,259 18,816  
11-13 STORY IMPROVEMENTS 24,625 8,092 16,533  
HAMMOND - DRIVEWAY PAVING 38,700 11,784 26,916  
HAMMOND - IMPROVEMENTS 60,500 18,242 42,258  
HAMMOND - IMPROVEMENTS 63,879 18,294 45,585  
HAMMOND - IMPROVEMENTS 107,923 17,822 90,101  
HAMMOND - IMPROVEMENTS 53,694 8,056 45,638  
11-13 STORY IMPROVEMENTS 18,690 3,088 15,602  
HAMMOND - IMPROVEMENTS 100,757 12,977 87,780  
11-13 STORY IMPROVEMENTS 11,529 1,065 10,464  
11-13 STORY IMPROVEMENTS 250,920 14,066 236,854  
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 497 HAMMOND STREET 464,318 0 464,318  
LAND 75,673 0 75,673  
BUILDING 320,750 320,271 479  
HOT WATER HEATER 1,024 1,024 0  
IMPROVEMENTS 4,532 2,014 2,518  
BUILDING 213,150 213,150 0  
LAND 64,174 0 64,174  
HVAC 5,350 5,350 0  
PAULINE DRIVE IMPROVEMENTS 4,901 3,211 1,690  
DRIVEWAY, WALKWAY & PATIO IMPROMEMENTS 6,210 2,985 3,225  
63 DANA STREET LAND 985,800 0 985,800  
63 DANA STREET BUILDING 1,814,200 1,305,676 508,524  
63 DANA STREET IMPROVEMENTS 132,706 93,101 39,605  
63 DANA STREET LOAN COSTS 25,084 25,080 4  
63 DANA STREET CLOSING COSTS 3,235 2,335 900  
APPLIANCES 1,581 1,581 0  
IMPROVEMENTS 48,198 27,244 20,954  
ROOF REPLACEMENT 39,980 10,844 29,136  
IMPROVEMENTS 100,337 20,221 80,116  
IMPROVEMENTS 113,115 17,652 95,463  
30 ATHENS STREET LAND 718,600 0 718,600  
30 ATHENS STREET BUILDING 701,400 504,787 196,613  
30 ATHENS STREET IMPROVEMENTS 9,700 6,898 2,802  
30 ATHENS STREET CLOSING COSTS 2,300 1,662 638  
30 ATHENS STREET IMPROVEMENTS 500 329 171  
30 ATHENS STREET IMPROVEMENTS 20,781 13,702 7,079  
30 ATHENS STREET IMPROVEMENTS 18,156 11,358 6,798  
30 ATHENS STREET IMPROVEMENTS 8,024 3,565 4,459  
30 ATHENS STREET APPLIANCES 516 516 0  
30 ATHENS STREET IMPROVEMENTS 59,950 10,628 49,322  
30 ATHENS STREET IMPROVEMENTS 15,980 2,058 13,922  
30 ATHENS STREET IMPROVEMENTS 17,980 1,662 16,318  
LAND 491,300 0 491,300  
BUILDING 4,421,700 2,699,915 1,721,785  
1-11 GRAY STREET CLOSING COSTS 5,300 3,241 2,059  
ASBESTOS ABATEMENT 3,600 2,200 1,400  
IMPROVEMENTS 37,400 22,497 14,903  
IMPROVEMENTS 2,962 1,723 1,239  
IMPROVEMENTS 4,500 2,508 1,992  
IMPROVEMENTS 54,653 28,398 26,255  
APPLIANCES 2,456 2,456 0  
NEW BOILER 33,930 17,122 16,808  
PATIO 2,700 1,303 1,397  
PORTICO 1,255 638 617  
UNIT RENOVAIONS 17,594 8,826 8,768  
BATH REMODEL (1-2 GRAY) 4,425 2,073 2,352  
REWIRE APARTMENT (1-6 GRAY) 5,200 2,370 2,830  
REMODEL BATHROOM (11-8 GRAY) 4,720 2,143 2,577  
LIGHTTING 3,900 1,674 2,226  
REMODEL BATHROOM (1-8 GRAY) 10,067 4,316 5,751  
APPLIANCES 550 550 0  
IMPROVEMENTS (11-3 GRAY) 26,590 11,080 15,510  
IMPROVEMENTS (1-5 GRAY) 38,750 16,027 22,723  
IMPROVEMENTS (1-5 GRAY) 19,630 3,183 16,447  
IMPROVEMENTS (1-5 GRAY) 41,280 5,191 36,089  
IMPROVEMENTS (1-5 GRAY) 73,349 6,779 66,570  
LAND 275,000 0 275,000  
BUILDING 75,000 40,337 34,663  
IMPROVEMENTS 11,144 5,923 5,221  
LAND 1,330,000 0 1,330,000  
BUILDING 301,000 158,247 142,753  
IMPROVEMENTS 20,000 10,208 9,792  
FINANCING COSTS 6,897 4,974 1,923  
BOILER 18,750 9,122 9,628  
DECK 10,700 5,430 5,270  
IMPROVEMENTS UNIT #1 26,293 12,866 13,427  
IMPROVEMENTS UNIT #2 12,565 6,074 6,491  
IMPROVEMENTS UNIT #3 27,848 13,464 14,384  
IMPROVEMENTS UNIT #5 7,020 3,368 3,652  
ASBESTOS REMOVAL 1,793 875 918  
IMPROVEMENTS - OTHER 11,163 5,396 5,767  
IMPROVEMENTS - UNIT 5 24,034 10,597 13,437  
IMPROVEMENTS - OTHER 3,250 1,500 1,750  
HVAC 38,150 14,390 23,760  
IMPROVEMENTS 11,615 1,038 10,577  
HVAC 8,633 510 8,123  
HAMMOND - IMPROVEMENTS 22,804 449 22,355  
IMPROVEMENTS (GRAY ST) 67,928 1,338 66,590  
DEMO - UNITS 1 & 2 22,600 582 22,018  
30 ATHENS STREET IMPROVEMENTS 109,860 1,831 108,029  
LOAN COSTS 72,966 203 72,763  

TY 2025 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 4,166,802 0

TY 2025 LegalFeesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,916 1,916   0


TY 2025 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 101,405 86,171 86,171


TY 2025 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 295 295   0
OTHER EXPENSES 1,304 0   0
OPERATING EXPENSES - ROSEMARY 433,477 433,477   0
OPERATING EXPENSES - ELDERBERRY 105,893 105,893   0
OPERATING EXPENSES - TURMERIC 26,332 26,332   0
OPERATING EXPENSES - CLOVE 27,000 27,000   0
OPERATING EXPENSES - MEDJOOL 141,476 141,476   0
OPERATING EXPENSES - WILLOWBARK 64,626 64,626   0
OPERATING EXPENSES - CORKTREE 347,023 347,023   0
OPERATING EXPENSES - GINGERGOLD 28,420 28,420   0
OPERATING EXPENSES - TACCA 113,688 113,688   0
AMORTIZATION 827 827   0


TY 2025 OtherLiabilitiesSchedule
Name:
THE MORNINGSIDE FOUNDATION
EIN:
04-3339572
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS AND OTHER LIABILITIES 270,353 259,871
ACCRUED DONATIONS 26,760 26,760


TY 2025 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 610 610   0
IRS 990-PF 18,026 0   0
MA 990-T 7,381 7,381   0
CA FRANCHISE TAX BOARD 7,257 7,257   0
DE FILING FEES 1,570 1,570   0