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Nonprofit · EIN 26-1226280

MORGAN STANLEY FOUNDATION INC

Tax-exempt · NEW YORK, NY 10004

Financials

$4.4M$18.9M2023$11.4M$25.4M2024
Revenue Expenses · by fiscal year end
Financials of MORGAN STANLEY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$11,446,843$25,386,456-$13,939,613$105,643,271$27,811,815$77,831,456
December 31, 2023990-PF$4,420,585$18,850,355-$14,429,770$96,112,177$10,973,996$85,138,181
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,998,812
Dividends
$2,136,374
Interest
$13,390
Net gain from sales of assets
-$1,701,733

Expenses

Grants and similar amounts paid
$25,298,466
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,980,792
Excise tax on investment income
$28,556

Balance sheet and other

Total assets, start of year
$96,112,177
Total assets, end of year
$105,643,271
Total liabilities, end of year
$27,811,815
Net assets, end of year
$77,831,456
Fair market value of assets
$105,643,271
Qualifying distributions
$7,980,792
Net investment income
$2,185,900

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.

NameTitleHours / weekCompensation
ABRUZZO CRAIG
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.5$0
AKWABOAH PETER
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (THRU MARCH 2024)0.25$0
CHASIN CHARLES
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, CHAIR0.5$0
CHOW-COSTER CYNTHIA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
DOTSON WILLIAM J
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
HARRIS CARLA A
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
MCDADE WESLEY
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
MUSA ILEANA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
POSER MICHAEL
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (BEGAN JUNE 2024)0.25$0
REID SUSAN
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
SEGAL TATIANA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
SLOVIK MATTHEW
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, FINANCE CHAIR0.25$0
STARK DAVID
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
STEINBERG JOAN
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, PRESIDENT8$0
TENNANT ANNE
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
3 more people on this return
NameTitleHours / weekCompensation
WONG FOUNTAIN VALERIE
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
YESHAYA SHARON
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
ZARETSKY ANDREA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (BEGAN MARCH 2024)0.25$0
990-PF for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensation
ABRUZZO CRAIG
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, FINANCE CHAIR0.5$0
AKWABOAH PETER
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
CHASIN CHARLES
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, CHAIR0.5$0
CHOW-COSTER CYNTHIA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (AS OF MARCH 2023)0.25$0
DOTSON WILLIAM J
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
GOLIA LISA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (THRU DECEMBER 2023)0.25$0
HARRIS CARLA A
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
MCDADE WESLEY
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
MUSA ILEANA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
PRUZAN JONATHAN
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (THRU MARCH 2023)0.25$0
REID SUSAN
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
SEGAL TATIANA
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
SLOVIK MATTHEW
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
STARK DAVID
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
TENNANT ANNE
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
WONG FOUNTAIN VALERIE
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR0.25$0
YESHAYA SHARON
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR (AS OF MARCH 2023)0.25$0
STEINBERG JOAN
1585 BROADWAY, NEW YORK, NY 100361001
DIRECTOR, PRESIDENT8$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
JOAN STEINBERG, PRESIDENT
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-1226280
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
2008
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$105,643,271
Income (IRS master file)
$48,821,252

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$11,446,843$25,386,456$105,643,271XML
990-PFDecember 2023$4,420,585$18,850,355$96,112,177XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2017–––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 26-1226280).

Questions about MORGAN STANLEY FOUNDATION INC

What is the EIN of MORGAN STANLEY FOUNDATION INC?
The employer identification number (EIN) of MORGAN STANLEY FOUNDATION INC is 26-1226280.
Is MORGAN STANLEY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to MORGAN STANLEY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MORGAN STANLEY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MORGAN STANLEY FOUNDATION INC 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 INC 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 INC?
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 INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,446,843, expenses of $25,386,456 and total assets of $105,643,271 at year end.

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