Nonprofits/Organizations/52-7082731
Active
501(c)(3)
T90 · Philanthropy, Voluntarism & Grantmaking
Form 990

Morgan Stanley Global Impact Funding Trust Inc

EIN 52-7082731INDIANAPOLIS, IN 46268Founded 2001WebsiteIRS Tax Year 2024 · Period ending December 31, 2023
Mission Statement

TO FOSTER AND PROMOTE PHILANTHROPY ACROSS THE GLOBE.

IRS Tax Year 2023

Period ending December 31, 2023

Tax year 2024 filing not yet available. This is the most recent filing on record.

Total Revenue

$1.9B

+44.7%YoY

Total Expenses

$1.2B

+38.5%YoY

Net Assets

$7.0B

+26.1%YoY

Employees

0

Grants Paid

$1.2B

Program Expense Ratio

98.4%

This nonprofit profile presents IRS Form 990 tax filing data for Morgan Stanley Global Impact Funding Trust Inc (EIN: 52-7082731), based on the 2024 tax year annual return filed with the Internal Revenue Service.

Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, top independent contractors, governance policies and audit information, related tax-exempt organizations. All figures are reported in USD as filed.

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RoundPaper IndicatorsTax Year 2023

Financial Health

Revenue grew +44.7% to $1.9B
Program spending ratio of 98.4% — excellent
68.7 months of operating reserves — strong cushion
Expenses increased +38.5% year-over-year

Transparency

Conflict of interest policy adopted
Whistleblower policy in place
Financial statements independently audited
14-member board, 14 independent

Compensation

No Schedule J filed — standard compensation reporting only

Program Effectiveness

1 program reported
98.4% of spending goes to programs
No programs generate independent revenue
$1.2B in grants paid to other organizations

Financial Stability

Debt-to-asset ratio of 1.2% — low leverage
0.2 months cash runway — tight liquidity
Revenue diversification: concentrated in few sources
Net assets consistently growing over recent filings

Risk Flags

No insider or excess benefit transactions
No material diversion or misuse reported
Family or business relationships among officers/directors

Indicators derived from IRS Form 990 data. Not financial advice.

Organization Summary

Morgan Stanley Global Impact Funding Trust Inc is a 501(c)(3) nonprofit headquartered in INDIANAPOLIS, IN, founded in 2001. It is classified under NTEE code T90 (Named Trusts N.E.C.), within the Philanthropy, Voluntarism & Grantmaking category. The organization has held tax-exempt status since 2000. In its 2023 filing, the organization reported $1.9B in total revenue, a 44.7% increase from the prior year, and $1.2B in total expenses. The organization runs 1 program, totaling $1.2B in program expenses. 4 of 6 recommended governance policies are in place.

Morgan Stanley Global Impact Funding Trust Inc is classified under NTEE code T90 (Named Trusts N.E.C.), which falls within the Philanthropy, Voluntarism & Grantmaking category. Its foundation type is 15.

Programs(Tax Year 2023)

1 record

Programs Overview

Morgan Stanley Global Impact Funding Trust Inc operates 1 program, with total program expenses of $1.2B. Morgan Stanley Global Impact Funding Trust Inc's largest program accounts for 100% of total program spending.

1
Program 1Expenses: $1,198,809,812

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.

Financial Overview(Tax Years 2019–2023)

5 records

Financial Highlights

Over the past 5 years, Morgan Stanley Global Impact Funding Trust Inc's revenue has grown from $1.4B to $1.9B, a 35.8% increase. Program expenses represent 98% of total spending.

Revenue increased 44.7% year-over-year, while expenses grew 38.5%. net assets rose to $7.0B, up 26.1% from the prior year.

Morgan Stanley Global Impact Funding Trust Inc derives 100% from contributions and grants.

Morgan Stanley Global Impact Funding Trust Inc allocates 98% to programs, 2% to management and general.

Revenue grew by 44.7% while expenses grew by only 38.5%, suggesting improving operational efficiency.

Morgan Stanley Global Impact Funding Trust Inc distributed $1.2B in grants to other organizations and individuals, representing 98% of total expenses.

Over 5 filings from 2019–2023, Morgan Stanley Global Impact Funding Trust Inc grew revenue from $1.4B to $1.9B (+35.8%) while maintaining a program expense ratio of 98%.

Morgan Stanley Global Impact Funding Trust Inc holds $7.1B in total assets against $86.2M in liabilities (debt-to-asset ratio of 1%). The organization has 68.7 months of operating reserves. Cash and equivalents of $20.7M cover approximately 0.2 months of expenses.

Revenue

YearTotal RevenueContributionsGov't GrantsProgram RevenueInvestment
2023$1.9B$1.9B$0$0$-5.0M
2022$1.3B$1.3B$0$0$52.0M
2021$3.0B$2.4B$0$0$582.8M
2020$1.9B$1.8B$0$0$71.2M
2019$1.4B$1.1B$0$0$260.2M

Expenses

YearTotal ExpensesProgramManagementFundraisingGrants Paid
2023$1.2B$1.2B$19.4M$0$1.2B
2022$879.8M$860.6M$19.1M$0$860.6M
2021$970.6M$949.1M$21.5M$0$949.1M
2020$649.8M$635.6M$14.1M$0$635.6M
2019$447.5M$433.7M$13.8M$0$433.7M

Program Expense Ratio

98.4%

Admin Expense Ratio

1.6%

Fundraising Efficiency

Operating Reserve

68.7 mo

People & Compensation(Tax Year 2023)

14 records

Compensation Summary

Morgan Stanley Global Impact Funding Trust Inc reported compensation for 14 officers and key employees.

NameTitleTypeHours/wkComp from OrgRelated OrgsTotal
CHAIRPERSON
OfficerDirector
10.00$0$0$0
Assistant Secretary
OfficerDirector
10.00$0$0$0
PRESIDENT
OfficerDirector
10.00$0$0$0
SECRETARY
OfficerDirector
10.00$0$0$0
TREASURER
OfficerDirector
10.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0
DIRECTOR
Director
1.00$0$0$0

Top Contractors(Tax Year 2023)

4 records

Contractor Summary

Morgan Stanley Global Impact Funding Trust Inc reported 4 contractors receiving over $100,000, with total contractor payments of $15.7M.

NameServiceCompensation
RENPSGADMIN & LEGAL$11,949,715
MORGAN STANLEYINVESTMENT ADVISOR$3,483,535
ERNST & YOUNG US LLPTax & Audit services$161,839
Malka MediaIT services$139,050

Governance & Compliance(Tax Year 2023)

Governance Snapshot

Morgan Stanley Global Impact Funding Trust Inc has 4 of 6 recommended governance policies in place, including conflict of interest, whistleblower, document retention. Its board has 14 members, 14 of whom are independent.

Morgan Stanley Global Impact Funding Trust Inc's financial statements are audited, an audit committee oversees the process.

Morgan Stanley Global Impact Funding Trust Inc has family or business relationships among officers, directors, or key employees.

Policies & Oversight

Conflict of interest policy
Whistleblower policy
Document retention policy
CEO compensation review process
Other officer compensation review
990 provided to governing body
Board members14
Independent members14

Audit & Financial Oversight

Financial statements audited
Independent audit
Audit committee
Federal grant audit required

Grants Awarded(Tax Year 2023)

16056 records

Grantmaking Summary

Morgan Stanley Global Impact Funding Trust Inc awarded $1.1B across 16056 grants to organizations. Top recipients include Fidelity Investments Charitable Gift Fund (Cincinnati, OH) — $120.2M for unrestricted general support; National Philanthropic Tr (Jenkintown, PA) — $22.0M for unrestricted general support; UBS Donor Advised Fund (Jenkintown, PA) — $21.3M for unrestricted general support.

Organization Grants

RecipientLocationAmountPurpose
Fidelity Investments Charitable Gift Fund110303001Cincinnati, OH$120.2MUNRESTRICTED GENERAL SUPPORT
National Philanthropic Tr237825575Jenkintown, PA$22.0MUNRESTRICTED GENERAL SUPPORT
UBS Donor Advised Fund237825575Jenkintown, PA$21.3MUNRESTRICTED GENERAL SUPPORT
Fidelity Charitable Gift Fund110303001Cincinnati, OH$20.6MUNRESTRICTED GENERAL SUPPORT
Schwab Charitable Fund311640316Orlando, FL$13.2MUNRESTRICTED GENERAL SUPPORT
Children's Hospital Los Angeles951690977Los Angeles, CA$10.1MUNRESTRICTED GENERAL SUPPORT
SOME (So Others Might Eat)237098123Washington, DC$10.0MUNRESTRICTED GENERAL SUPPORT
Johns Hopkins University School of Medicine520595110Baltimore, MD$10.0MUNRESTRICTED GENERAL SUPPORT
National Philanthropic Trust237825575Jenkintown, PA$9.0MUNRESTRICTED GENERAL SUPPORT
Bioversity International Usa Inc462995999Washington, DC$9.0MUNRESTRICTED GENERAL SUPPORT
Catholic Diocese of Arlington540967542Arlington, VA$8.4MUNRESTRICTED GENERAL SUPPORT
Tampa Catholic High School Inc590974460Tampa, FL$7.2MUNRESTRICTED GENERAL SUPPORT
Fidelity Charity110303001Cincinnati, OH$6.5MUNRESTRICTED GENERAL SUPPORT
Aurora Humanitarian Initiative Foundation364808338Cambridge, MA$6.5MUNRESTRICTED GENERAL SUPPORT
University of Southern California951642394Los Angeles, CA$5.5MUNRESTRICTED GENERAL SUPPORT
The Board of Trustees of the Leland Stanford University941156365Redwood City, CA$5.2MUNRESTRICTED GENERAL SUPPORT
MIT Office of the Recording Secretary042103594Cambridge, MA$5.0MUNRESTRICTED GENERAL SUPPORT
WINDWARD FUND473522162Washington, DC$5.0MUNRESTRICTED GENERAL SUPPORT
Greenlatinos263386082Washington, DC$4.8MUNRESTRICTED GENERAL SUPPORT
Massachusetts Institute of Technology042103594Cambridge, MA$4.8MUNRESTRICTED GENERAL SUPPORT

Showing 20 of 16056 grants.

Foreign Activities(Tax Year 2023)

International Overview

Activities span Europe (Including Iceland and Greenland), South America, Central America and the Caribbean, Sub-Saharan Africa, North America (Canada & Mexico only).

Regions & Countries

Region / CountryActivityExpenditure
Europe (Including Iceland and Greenland)
South America
Central America and the Caribbean
Sub-Saharan Africa
North America (Canada & Mexico only)

Supplemental Financial Data(Tax Year 2023)

Schedule D Highlights

Morgan Stanley Global Impact Funding Trust Inc operates a donor-advised fund (DAF) program with 18,724 accounts.

Filing History(Tax Years 2000–2023)

5 records

Showing the 5 Form 990 filings currently in our system.

Tax YearFormPeriodRevenueExpensesNet Assets
2023
990
2023-01-01 – 2023-12-31$1.9B$1.2B$7.0B
2022
990
2022-01-01 – 2022-12-31$1.3B$879.8M$5.5B
2021
990
2021-01-01 – 2021-12-31$3.0B$970.6M$6.0B
2020
990
2020-01-01 – 2020-12-31$1.9B$649.8M$4.2B
2019
990
2019-01-01 – 2019-12-31$1.4B$447.5M$2.7B
2000–2018No filings acquired yet

Frequently Asked Questions

What does Morgan Stanley Global Impact Funding Trust Inc do?

TO FOSTER AND PROMOTE PHILANTHROPY ACROSS THE GLOBE.

How much revenue does Morgan Stanley Global Impact Funding Trust Inc have?

Morgan Stanley Global Impact Funding Trust Inc reported $1,884,733,937 in total revenue for tax year 2023, up 44.7% from the prior year.

Who is the highest-paid executive at Morgan Stanley Global Impact Funding Trust Inc?

, CHAIRPERSON, received $0 in total compensation as of tax year 2023.

Is Morgan Stanley Global Impact Funding Trust Inc a 501(c)(3)?

Yes, Morgan Stanley Global Impact Funding Trust Inc is classified as a 501(c)(3) tax-exempt organization.

Where is Morgan Stanley Global Impact Funding Trust Inc located?

Morgan Stanley Global Impact Funding Trust Inc is headquartered in INDIANAPOLIS, IN 46268.

What type of nonprofit is Morgan Stanley Global Impact Funding Trust Inc?

Morgan Stanley Global Impact Funding Trust Inc is classified under NTEE code T90 (Named Trusts N.E.C.), within the Philanthropy, Voluntarism & Grantmaking category. It is a 501(c)(3) tax-exempt organization.

Is Morgan Stanley Global Impact Funding Trust Inc audited?

Yes, Morgan Stanley Global Impact Funding Trust Inc's financial statements are audited, and the organization has an audit committee.

Does Morgan Stanley Global Impact Funding Trust Inc give grants?

Yes, Morgan Stanley Global Impact Funding Trust Inc distributed $1,198,809,812 in grants to other organizations and individuals in tax year 2023. Top recipients include Fidelity Investments Charitable Gift Fund, National Philanthropic Tr, UBS Donor Advised Fund.

Does Morgan Stanley Global Impact Funding Trust Inc operate internationally?

Yes, Morgan Stanley Global Impact Funding Trust Inc conducts activities outside the United States. Activities span Europe (Including Iceland and Greenland), South America, Central America and the Caribbean, Sub-Saharan Africa, North America (Canada & Mexico only).

Data Source

Prepared by: ERNST & YOUNG US LLP, NEW YORK, NY

IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.

Publicly available IRS data
Verified filing records
Updated quarterly
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