Nonprofit · EIN 13-6155650
MORGAN STANLEY FOUNDATION
Tax-exempt · NEW YORK, NY 10004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $609,712 | $129,751 | $479,961 | $15,848,073 | $2,970,151 | $12,877,922 |
| December 31, 2023 | 990-PF | $1,023,579 | $147,055 | $876,524 | $18,553,048 | $6,499,881 | $12,053,167 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $569,779
- Interest
- $1,551
- Net gain from sales of assets
- $37,982
- Other income
- $400
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,889,000
- Excise tax on investment income
- $8,507
Balance sheet and other
- Total assets, start of year
- $18,553,048
- Total assets, end of year
- $15,848,073
- Total liabilities, end of year
- $2,970,151
- Net assets, end of year
- $12,877,922
- Fair market value of assets
- $15,848,073
- Qualifying distributions
- $3,889,000
- Net investment income
- $617,405
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABRUZZO CRAIG 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.5 | $0 |
| AKWABOAH PETER 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (THRU MARCH 2024) | 0.25 | $0 |
| CHASIN CHARLES 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE, CHAIR | 0.5 | $0 |
| CHOW-COSTER CYNTHIA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| DOTSON WILLIAM J 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| HARRIS CARLA A 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| MCDADE WESLEY 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| MUSA ILEANA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| POSER MICHAEL 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (BEGAN JUNE 2024) | 0.25 | $0 |
| REID SUSAN 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| SEGAL TATIANA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| SLOVIK MATTHEW 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE, FINANCE CHAIR | 0.25 | $0 |
| STARK DAVID 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| TENNANT ANNE 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| WONG FOUNTAIN VALERIE 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YESHAYA SHARON 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| ZARETSKY ANDREA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (BEGAN MARCH 2024) | 0.25 | $0 |
| STEINBERG JOAN 1585 BROADWAY, NEW YORK, NY 100361001 | PRESIDENT | 8 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABRUZZO CRAIG 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE, FINANCE CHAIR | 0.5 | $0 |
| AKWABOAH PETER 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| CHASIN CHARLES 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE, CHAIR | 0.5 | $0 |
| CHOW-COSTER CYNTHIA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (AS OF MARCH 2023) | 0.25 | $0 |
| DOTSON WILLIAM J 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| GOLIA LISA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (THRU DECEMBER 2023) | 0.25 | $0 |
| HARRIS CARLA A 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| MCDADE WESLEY 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| MUSA ILEANA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| PRUZAN JONATHAN 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (THRU MARCH 2023) | 0.25 | $0 |
| REID SUSAN 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| SEGAL TATIANA 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| SLOVIK MATTHEW 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| STARK DAVID 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| TENNANT ANNE 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (AS OF MARCH 2022) | 0.25 | $0 |
| WONG FOUNTAIN VALERIE 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE | 0.25 | $0 |
| YESHAYA SHARON 1585 BROADWAY, NEW YORK, NY 100361001 | TRUSTEE (AS OF MARCH 2023) | 0.25 | $0 |
| STEINBERG JOAN 1585 BROADWAY, NEW YORK, NY 100361001 | PRESIDENT | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 1 NEW YORK PLAZA 5TH FLOOR, NEW YORK, NY 10004-1901
- In care of
- % GISELLE G LOPEZ
- Signed the 990-PF
- CHARLES CHASIN, TRUSTEE, CHAIR
- Phone
- (212) 761-4000
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6155650
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $15,848,073
- Income (IRS master file)
- $10,243,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $609,712 | $129,751 | $15,848,073 | XML |
| 990-PF | December 2023 | $1,023,579 | $147,055 | $18,553,048 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6155650).
Questions about MORGAN STANLEY FOUNDATION
- What is the EIN of MORGAN STANLEY FOUNDATION?
- The employer identification number (EIN) of MORGAN STANLEY FOUNDATION is 13-6155650.
- Is MORGAN STANLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to MORGAN STANLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORGAN STANLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORGAN STANLEY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORGAN STANLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MORGAN STANLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does MORGAN STANLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $609,712, expenses of $129,751 and total assets of $15,848,073 at year end.
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