Morgan Stanley Foundation Inc is a corporate foundation located in New York, NY, established in 2008. It is a 501(c)(3) organization designated for educational, charitable, and scientific purposes. The foundation is supported by Morgan Stanley Inc and operates as part of the firm's broader philanthropic commitment to communities where Morgan Stanley lives and works.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$105.6M
+9.9% YoY
Annual Giving
$8.0M
-35.2% YoY
Grant Count
525
+5.2% YoY
Avg Grant Size
$15K
-38.4% YoY
Mission & Focus Areas
The Morgan Stanley Foundation is dedicated to giving children a healthy start to life and supporting diverse communities. The foundation's philanthropic efforts are led by a commitment to children's physical and mental health, recognizing that these issues affect all of us and our future world.
Key focus areas include:
- Children's Mental Health: The foundation established the Morgan Stanley Alliance for Children's Mental Health, which has reached 53 million people since its launch in 2020. The alliance supports innovative organizations addressing children's mental health challenges.
- Children's Physical Health: Supporting initiatives that promote healthy development in children.
- Community Support: Funding diverse communities and organizations that create meaningful impact.
- Education and Career Outcomes: Supporting initiatives to advance equity in education and career outcomes for underrepresented groups.
- Food Security: Supporting organizations addressing child and family hunger relief.
Grantmaking
The Morgan Stanley Foundation is an active grantmaker with significant annual giving:
Grant Range
$1,500
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Geographic Focus
Where this funder awards grants
The foundation focuses on communities where Morgan Stanley lives and works, with a global reach. The Morgan Stanley International Foundation, established more than 30 years ago, extends the foundation's reach to help children grow and thrive globally. Recent grant activity indicates funding in the United States, with specific support for organizations in New York and nationally.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
2024 Financial Summary
- Total Revenue: $11,446,843
- Total Expenses: $25,386,456
- Total Assets: $105,643,271
- Total Liabilities: $27,800,000
Revenue Breakdown (2024)
- Total grants and contributions: $10,998,812
- Investment income and dividends: $2,149,764
Historical Context
- The foundation has been operating for more than 60 years
- 2024 showed significant growth in contributions (380% increase from 2023's $2,291,326)
Broader Morgan Stanley Giving (2025)
- Morgan Stanley and its charitable foundations donated $127 million in 2025
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $105,643,271 | $96,112,177 | $97,449,294 |
| Revenue | $11,446,843 | $4,420,585 | $7,618,491 |
| Expenses | $25,386,456 | $18,850,355 | $4,395,933 |
| Qualifying Distributions | $7,980,792 | $12,317,083 | $10,787,641 |
| Net Investment Income | $2,054,423 | $2,100,278 | $1,943,070 |
| Distributable Amount | $4,695,849 | $4,586,774 | $4,812,524 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from Morgan Stanley Foundation Inc
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Directors and Key Personnel (as of 2024)
- Joan Steinberg - Director and President (8 hours/week)
- Charles Chasin - Director and Chair (0.5 hours/week)
- Matthew Slovik - Director and Finance Chair (0.25 hours/week)
- Craig Abruzzo - Director (0.5 hours/week)
- Carla A. Harris - Director (0.25 hours/week)
- William J. Dotson - Director (0.25 hours/week)
- Cynthia Chow-Coster - Director (0.25 hours/week)
- Wesley McDade - Director (0.25 hours/week)
- Ileana Musa - Director (0.25 hours/week)
- Susan Reid - Director (0.25 hours/week)
- Tatiana Segal - Director (0.25 hours/week)
- David Stark - Director (0.25 hours/week)
- Anne Tennant - Director (0.25 hours/week)
- Valerie Wong Fountain - Director (0.25 hours/week)
- Sharon Yeshaya - Director (0.25 hours/week)
- Michael Poser - Director (began June 2024, 0.25 hours/week)
- Andrea Zaretsky - Director (began March 2024)
The foundation operates with limited paid staffing, relying primarily on volunteer board members.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ABRUZZO CRAIG | DIRECTOR | 0.5 | — |
| AKWABOAH PETER | DIRECTOR (THRU MARCH 2024) | 0.25 | — |
| CHASIN CHARLES | DIRECTOR, CHAIR | 0.5 | — |
| CHOW-COSTER CYNTHIA | DIRECTOR | 0.25 | — |
| DOTSON WILLIAM J | DIRECTOR | 0.25 | — |
| HARRIS CARLA A | DIRECTOR | 0.25 | — |
| MCDADE WESLEY | DIRECTOR | 0.25 | — |
| MUSA ILEANA | DIRECTOR | 0.25 | — |
| POSER MICHAEL | DIRECTOR (BEGAN JUNE 2024) | 0.25 | — |
| REID SUSAN | DIRECTOR | 0.25 | — |
| SEGAL TATIANA | DIRECTOR | 0.25 | — |
| SLOVIK MATTHEW | DIRECTOR, FINANCE CHAIR | 0.25 | — |
| STARK DAVID | DIRECTOR | 0.25 | — |
| STEINBERG JOAN | DIRECTOR, PRESIDENT | 8 | — |
| TENNANT ANNE | DIRECTOR | 0.25 | — |
| WONG FOUNTAIN VALERIE | DIRECTOR | 0.25 | — |
| YESHAYA SHARON | DIRECTOR | 0.25 | — |
| ZARETSKY ANDREA | DIRECTOR (BEGAN MARCH 2024) | 0.25 | — |
Recent News & Activity
Recent developments and announcements
**2025**
Morgan Stanley Alliance for Children's Mental Health marked five years of operation with new grant announcements
The Child Mind Institute Secures $4.25 Million Grant From the Morgan StanleyContinued expansion of the alliance's impact on children's mental health initiatives
Morgan Stanley Alliance for Children\u2019s Mental Health Marks Five Years\**2024**
Made 829 grants totaling significant resources
Continued support for Feeding America and other food security organizations
Ongoing support for mental health initiatives through Sesame Workshop
Morgan Stanley Alliance for Children\u2019s Mental Health Marks Five Years\**2023**
Morgan Stanley Foundation partnered with Mindful Philanthropy to conduct a funders survey on children's mental health
The Child Mind Institute Secures $4.25 Million Grant From the Morgan Stanley**2022**
The Latino Commission on AIDS and The Duke of Edinburgh's Award Teams won Morgan Stanley's Annual Strategy Challenge
**2021**
Launched initiative to advance equity in education and career outcomes for underrepresented groups
Morgan Stanley Alliance for Children's Mental Health announced five winners of inaugural Innovation Awards
The Child Mind Institute Secures $4.25 Million Grant From the Morgan Stanley**Employee Engagement**
Employees have volunteered 3.4 million hours during Global Volunteer Month since 2006
Strategy Challenge pro bono program has generated 170,000 hours of service since 2009
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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