MORGAN STANLEY INTERNATIONAL FOUNDATION
To make a sustainable impact to children's welfare in disadvantaged communities across the Europe, Middle East and Africa region. Focussing primarily on child health and education, the Morgan Stanley International Foundation works in partnership with charitable organisations to direct funding and utilise expertise of Morgan Stanley employees to benefit the communities in which the Firm operates.
Financial health, per its FY2024 accounts
The accounts state that total funds increased to £5,080,556, with unrestricted reserves significantly exceeding the stated policy target of 100% of budgeted expenditure. The charity reports a net inflow of funds and maintains adequate liquid assets to continue in operational existence for the foreseeable future.
What the accounts disclose
“As at 2024, the Foundation’s reserve policy is to maintain a level of reserves greater than 100% of current year budgeted expenditure in liquid assets”
“In 2024, the Foundation received from MSIP, a subsidiary of Morgan Stanley, donations totalling £2,994,990 (2023: £1,143,927) to unrestricted funds.” — page 21
“The audit fee of £20,000 (2023: £20,000) has been borne by a Morgan Stanley Group company in both the current and prior years and not charged to the Foundation.” — page 21
“In 2024, the Foundation received from MSIP, a subsidiary of Morgan Stanley, donations totalling £2,994,990 (2023: £1,143,927) to unrestricted funds.” — page 21
“The audit fee of £20,000 (2023: £20,000) has been borne by a Morgan Stanley Group company in both the current and prior years and not charged to the Foundation.” — page 21
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- Jessica Alsfordchair
- Andre Munkelt
- Clare Woodman
- Daniel Mayer
- Emily Laino
- Imran Ansari
- Jean-Francois Mazaud
- Jessica Wright
- Liezel McCord
- Lisa Potter
- Navindu Katugampola
- Russell Weinberg
- Sinead Wilson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £3.5m | £2.9m |
| 31/12/2023 | £1.4m | £456k |
| 31/12/2022 | £1.7m | £1.8m |
| 31/12/2021 | £2.7m | £2.2m |
| 31/12/2020 | £1.4m | £1.0m |
Common questions
Is MORGAN STANLEY INTERNATIONAL FOUNDATION financially healthy?
Per its FY2024 accounts: The accounts state that total funds increased to £5,080,556, with unrestricted reserves significantly exceeding the stated policy target of 100% of budgeted expenditure. The charity reports a net inflow of funds and maintains adequate liquid assets to continue in operational existence for the foreseeable future. Its FY2024 accounts were audited by Deloitte LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| JUVENILE DIABETES RESEARCH FOUNDATION LIMITED | 1 | £245k |
| PERSONAL ASSURANCE CHARITABLE TRUST | 1 | £227k |
| THE CARMELA & RONNIE PIGNATELLI FOUNDATION | 1 | £5k |
| GILCHRIST EDUCATIONAL TRUST | 1 | £1k |
Charities like this
- THE MORGAN CHARITABLE FOUNDATION
- THE STEVE MORGAN FOUNDATION
- MORGAN'S ARMY CHARITABLE FOUNDATION
- M ST J WAY CHARITABLE TRUST
- THE WEST FOUNDATION
- LONDON INTERNATIONAL MODEL UNITED NATIONS FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MORGAN STANLEY INTERNATIONAL FOUNDATION | £3.5m | — | 0 | above | — | no doubt |
| THE MORGAN CHARITABLE FOUNDATION | £140k | — | 0 | above | — | no doubt |
| THE STEVE MORGAN FOUNDATION | £7.3m | £80,001 - £90,000 | 1 | above | — | no doubt |
| MORGAN'S ARMY CHARITABLE FOUNDATION | £250k | — | 0 | unclear | — | no doubt |
| M ST J WAY CHARITABLE TRUST | £334k | — | 0 | unclear | — | no doubt |
| THE WEST FOUNDATION | £77k | — | 0 | above | — | no doubt |