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Nonprofit · EIN 52-7082731

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

Tax-exempt · WESTFIELD, NY 14787

Financials

$1.9B$1.2B2023$3.1B$1.7B2024
Revenue Expenses · by fiscal year end
Financials of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,082,075,235$1,671,736,830$1,410,338,405$9,109,107,748$133,374,179$8,975,733,569
December 31, 2023990$1,884,733,937$1,218,256,530$666,477,407$7,062,576,748$86,231,558$6,976,345,190
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,969,506,320
Program service revenue
$0
Investment income
$112,568,915
Net gain from sales of assets
$109,178,347
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,649,055,373
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$63,170
Accounting fees
$185,460
Program services (functional)
$1,649,055,373
Management and general (functional)
$22,681,457

Balance sheet and other

Total assets, start of year
$7,062,576,748
Total assets, end of year
$9,109,107,748
Total liabilities, end of year
$133,374,179
Net assets, end of year
$8,975,733,569
Publicly traded securities
$7,917,142,572
Net assets without donor restrictions
$8,975,733,569
Gross unrelated business income
-$15,678
Gross receipts
$6,928,887,257
Employees
0
Volunteers
0
Year formed
2001
State of legal domicile
MD

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROL VAN ATTENCHAIRPERSON
Trustee or director, Officer
10$0
Laura AssomullAssistant Secretary
Trustee or director, Officer
10$0
MELANIE SCHNOLL-BEGUNPRESIDENT
Trustee or director, Officer
10$0
SHELLEY GOODESECRETARY
Trustee or director, Officer
10$0
SUNDEEP VIRATREASURER
Trustee or director, Officer
10$0
ALLYSON MCDONALDDIRECTOR
Trustee or director
1$0
Diahann Billings-BurfordDIRECTOR
Trustee or director
1$0
JAMES TRACYDIRECTOR
Trustee or director
1$0
JANE O'CONNELLDIRECTOR
Trustee or director
1$0
Katharine LEONBERGERDIRECTOR
Trustee or director
1$0
PATRICIA BIGGERSDIRECTOR
Trustee or director
1$0
ROBERT B SEABERGDIRECTOR
Trustee or director
1$0
ROGER PARADISODIRECTOR
Trustee or director
1$0
ROSS RICHARDSDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
CAROL VAN ATTENCHAIRPERSON
Trustee or director, Officer
10$0
Laura AssomullAssistant Secretary
Trustee or director, Officer
10$0
MELANIE SCHNOLL-BEGUNPRESIDENT
Trustee or director, Officer
10$0
SHELLEY GOODESECRETARY
Trustee or director, Officer
10$0
SUNDEEP VIRATREASURER
Trustee or director, Officer
10$0
ALLYSON MCDONALDDIRECTOR
Trustee or director
1$0
Diahann Billings-BurfordDIRECTOR
Trustee or director
1$0
JAMES TRACYDIRECTOR
Trustee or director
1$0
JANE O'CONNELLDIRECTOR
Trustee or director
1$0
Katharine LEONBERGERDIRECTOR
Trustee or director
1$0
PATRICIA BIGGERSDIRECTOR
Trustee or director
1$0
ROBERT B SEABERGDIRECTOR
Trustee or director
1$0
ROGER PARADISODIRECTOR
Trustee or director
1$0
ROSS RICHARDSDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
90 S PORTAGE ST, WESTFIELD, NY 14787-1455
In care of
% RENPSG
Mailing address (990-N for 2025)
90 S Portage St, Westfield NY 14787
Principal officer (990 for 2024)
MELANIE SCHNOLL-BEGUN, C/O RENPSG 8910 PURDUE RD 500, INDIANAPOLIS, IN 46268
Principal officer (990-N for 2025)
DAVID MARTIN, 90 S Portage St, Westfield NY 14787
Signed the 990
MELANIE SCHNOLL-BEGUN, president
Phone
(800) 843-0050
Return prepared by
ERNST & YOUNG US LLP

Mission

TO INCREASE CHARITABLE GIVING BY PROVIDING INDIVIDUAL DONORS WITH A PLATFORM THROUGH WHICH THEY CAN MAKE TAX-DEDUCTIBLE CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS. MORGAN STANLEY GIFT ALSO SUPPORTS AND CONDUCTS EDUCATIONAL ACTIVITIES TO ENCOURAGE THE MAKING OF CHARITABLE CONTRIBUTIONS AND WORKS WITH OTHER CHARITABLE ORGANIZATIONS TO CREATE STRATEGIES FOR DONORS' PLACEMENT OF CHARITABLE GIFTS.

990 for the year ended December 31, 2024

Program accomplishments

  • MS GIFT IS A SPONSORING ORGANIZATION OF DONOR ADVISED FUNDS AND FACILITATES GRANTS TO MORE THAN 6,900 CHARITABLE ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) WITHIN THE UNITED STATES, AS WELL AS CHARITABLE ORGANIZATIONS AROUND THE WORLD. DONORS ARE AFFORDED ADVISORY PRIVILEGES AND PROVIDE ADVICE TO MS GIFT ON WHICH RECIPIENT ORGANIZATIONS WILL RECEIVE GRANT FUNDING. MS GIFT'S GRANT FUNDS PROVIDE SELECTED ORGANIZATIONS WITH RESOURCES NECESSARY TO FURTHER THEIR PROGRAMMATIC ACTIVITIES IN AN EFFORT TO ACHIEVE THEIR CHARITABLE MISSION.
    Expenses $1,649,055,373 · grants $1,649,055,373

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-N on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-7082731
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Group exemption
Exempt since
2000
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Group exemption
6174 (3 member organizations)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: DAVID MARTIN
December 31, 2025≤ $50,000 receipts––e-Postcard
990December 2024$3,082,075,235$1,671,736,830$9,109,107,748XML
990-TDecember 2024–––IRS
990December 2023$1,884,733,937$1,218,256,530$7,062,576,748XML
990-TDecember 2023–––IRS
990December 2022$1,302,409,552$879,753,656$5,629,724,104IRS
990-TDecember 2022–––IRS
990December 2021$2,993,172,517$970,630,961$6,133,745,382IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 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 52-7082731).

Questions about MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

What is the EIN of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC?
The employer identification number (EIN) of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC is 52-7082731.
Is MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC?
The 990 for the year ended December 31, 2024 names MELANIE SCHNOLL-BEGUN.
Who are the officers and directors of MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,082,075,235, expenses of $1,671,736,830 and total assets of $9,109,107,748 at year end.

Organizations in its group exemption (3)

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