Contractor
Morgan Stanley
21 customers • 63 returns • Latest tax year 2024 • New York, NY
Investment ServicesInvestment ManagementInvestment MgmtConsulting ServicesInvestment ManagerInvestment Management FeesInvestment Management Servicespower marketing services
Customers
21
Returns
63
Total Compensation
$24,453,798
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Navistar Inc Retiree Supplemental | 34-1778431 | 8 | 2023 | Consulting Services • consulting service | $6,493,520 |
| University of Wisconsin Foundation | 39-0743975 | 5 | 2018 | Investment Manager • alt investment advisor • alt investmt advisor | $4,848,212 |
| Exelon Corp Employees Benefits Trust | 36-3978080 | 3 | 2017 | Investment Management | $1,414,099 |
| United Steel Paper and Forestry | 25-0818080 | 2 | 2023 | Investment Services | $1,382,347 |
| American Anti-Vivisection Society Inc | 23-0341990 | 6 | 2024 | Investment Services | $1,340,165 |
| Foundation for a Healthy Kentucky Inc | 31-1784753 | 5 | 2024 | Investment Services | $1,104,029 |
| Apostolic Christian Lifepoints Inc | 23-7033585 | 6 | 2024 | Investment Mgmt | $983,265 |
| Buckeye Power Inc | 31-0676582 | 1 | 2024 | power marketing services | $981,075 |
| Peco Energy Company Retiree Medical | 25-1755733 | 2 | 2016 | Investment Management | $810,029 |
| Community Based Services Inc | 13-3070655 | 1 | 2016 | Financial | $790,500 |
| Alternatives Research and Development Fo | 23-2740843 | 6 | 2024 | Investment Services | $752,164 |
| The Biophysical Society | 52-6050847 | 4 | 2024 | Investment Management | $645,738 |
| Pheaa Student Loan Foundation Inc | 51-0423553 | 1 | 2016 | Broker/Dealer | $616,712 |
| Telford Foundation Inc | 59-6194413 | 2 | 2024 | Investment Management Fees | $427,040 |
| Middlesex College Foundation Inc | 22-6079662 | 3 | 2023 | Investment Management Services • Investment Services | $407,599 |
| Partnership for Better Health | 23-1352161 | 2 | 2015 | Investment Mgmt | $393,590 |
| Massachusetts Museum of Contemporary Art | 04-3113688 | 2 | 2019 | Investment Services | $273,824 |
| American Institute of Baking | 36-2166946 | 1 | 2024 | Investment Management | $263,263 |
| Executive Leadership Council | 52-1631358 | 1 | 2017 | Investment Management Services | $209,092 |
| USO Foundation | 20-8861567 | 1 | 2014 | Financial Services | $199,176 |
| Gmp Member Death Benefit Fund | 82-6787909 | 1 | 2020 | Investment Advisor | $118,359 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Buckeye Power Inc | 990 | power marketing services | 1585 Broadway, Suite 1700, New York, NY 10036 | $981,075 | View return |
| 2024 | American Institute of Baking | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036-8200 | $263,263 | View return |
| 2024 | Telford Foundation Inc | 990 | Investment Management Fees | 1 NEW YORK PLAZA, New York, NY 10004 | $231,704 | View return |
| 2024 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $224,754 | View return |
| 2024 | Foundation for a Healthy Kentucky Inc | 990 | Investment Services | 1585 BROADWAY AVENUE, New York, NY 10036 | $207,746 | View return |
| 2024 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $184,254 | View return |
| 2024 | The Biophysical Society | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $164,523 | View return |
| 2024 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $142,930 | View return |
| 2023 | United Steel Paper and Forestry | 990 | Investment Services | PO BOX 5394, New York, NY 10185 | $809,086 | View return |
| 2023 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $503,336 | View return |
| 2023 | Foundation for a Healthy Kentucky Inc | 990 | Investment Services | 1585 BROADWAY AVENUE, New York, NY 10036 | $198,454 | View return |
| 2023 | Telford Foundation Inc | 990 | Investment Management Fees | 1 NEW YORK PLAZA, New York, NY 10004 | $195,336 | View return |
| 2023 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $185,820 | View return |
| 2023 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $155,037 | View return |
| 2023 | The Biophysical Society | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $153,910 | View return |
| 2023 | Middlesex College Foundation Inc | 990 | Investment Management Services | 1 NEW YORK PLAZA, New York, NY 10004 | $124,125 | View return |
| 2023 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $121,976 | View return |
| 2022 | United Steel Paper and Forestry | 990 | Investment Services | PO BOX 5394, New York, NY 10185 | $573,261 | View return |
| 2022 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 Broadway, New York, NY 10036 | $397,121 | View return |
| 2022 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $235,059 | View return |
| 2022 | Foundation for a Healthy Kentucky Inc | 990 | Investment Services | 1585 BROADWAY AVENUE, New York, NY 10036 | $213,883 | View return |
| 2022 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $160,725 | View return |
| 2022 | The Biophysical Society | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $156,754 | View return |
| 2022 | Middlesex College Foundation Inc | 990 | Investment Services | 1 NEW YORK PLAZA, New York, NY 10004 | $130,670 | View return |
| 2022 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $125,548 | View return |
| 2021 | Foundation for a Healthy Kentucky Inc | 990 | Investment Services | 1585 BROADWAY AVENUE, New York, NY 10036 | $302,698 | View return |
| 2021 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $295,642 | View return |
| 2021 | The Biophysical Society | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $170,551 | View return |
| 2021 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $165,164 | View return |
| 2021 | Middlesex College Foundation Inc | 990 | Investment Services | 1 NEW YORK PLAZA, New York, NY 10004 | $152,804 | View return |
| 2021 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $143,356 | View return |
| 2020 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $268,891 | View return |
| 2020 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $250,863 | View return |
| 2020 | Foundation for a Healthy Kentucky Inc | 990 | Investment Services | 1585 BROADWAY AVENUE, New York, NY 10036 | $181,248 | View return |
| 2020 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $133,039 | View return |
| 2020 | Gmp Member Death Benefit Fund | 990 | Investment Advisor | 1585 BROADWAY, New York, NY 10036 | $118,359 | View return |
| 2020 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $113,827 | View return |
| 2019 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $1,072,056 | View return |
| 2019 | American Anti-Vivisection Society Inc | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $219,310 | View return |
| 2019 | Massachusetts Museum of Contemporary Art | 990 | Investment Services | PO Box 286, New York, NY 10274-0286 | $155,319 | View return |
| 2019 | Apostolic Christian Lifepoints Inc | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $113,763 | View return |
| 2019 | Alternatives Research and Development Fo | 990 | Investment Services | 1585 BROADWAY, New York, NY 10036 | $104,527 | View return |
| 2018 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $1,085,322 | View return |
| 2018 | University of Wisconsin Foundation | 990 | Investment Manager | 1585 BROADWAY, New York, NY 10036 | $893,115 | View return |
| 2018 | Massachusetts Museum of Contemporary Art | 990 | Investment Services | PO Box 286, New York, NY 10274-0286 | $118,505 | View return |
| 2017 | Navistar Inc Retiree Supplemental | 990 | consulting service | 1585 BROADWAY, New York, NY 10036 | $959,458 | View return |
| 2017 | University of Wisconsin Foundation | 990 | Investment Manager | 1585 Broadway, New York, NY 10036 | $797,128 | View return |
| 2017 | Exelon Corp Employees Benefits Trust | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $482,126 | View return |
| 2017 | Executive Leadership Council | 990 | Investment Management Services | 1290 AVE OF AMERICAS 13TH FLOOR, New York, NY 10104 | $209,092 | View return |
| 2016 | University of Wisconsin Foundation | 990 | Investment Manager | 1585 Broadway, New York, NY 10036 | $1,050,417 | View return |
| 2016 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $939,221 | View return |
| 2016 | Community Based Services Inc | 990 | Financial | 1585 BROADWAY, New York, NY 10036 | $790,500 | View return |
| 2016 | Pheaa Student Loan Foundation Inc | 990 | Broker/Dealer | 1585 Broadway 11th Floor, New York, NY 10036 | $616,712 | View return |
| 2016 | Exelon Corp Employees Benefits Trust | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $473,147 | View return |
| 2016 | Peco Energy Company Retiree Medical | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $362,018 | View return |
| 2015 | Navistar Inc Retiree Supplemental | 990 | Consulting Services | 1585 BROADWAY, New York, NY 10036 | $1,268,115 | View return |
| 2015 | University of Wisconsin Foundation | 990 | alt investment advisor | 1585 Broadway, New York, NY 10036 | $1,039,267 | View return |
| 2015 | Exelon Corp Employees Benefits Trust | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $458,826 | View return |
| 2015 | Peco Energy Company Retiree Medical | 990 | Investment Management | 1585 BROADWAY, New York, NY 10036 | $448,011 | View return |
| 2015 | Partnership for Better Health | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $175,324 | View return |
| 2014 | University of Wisconsin Foundation | 990 | alt investmt advisor | 1585 Broadway, New York, NY 10036 | $1,068,285 | View return |
| 2014 | Partnership for Better Health | 990 | Investment Mgmt | 1585 BROADWAY, New York, NY 10036 | $218,266 | View return |
| 2014 | USO Foundation | 990 | Financial Services | 1585 BROADWAY, New York, NY 10036 | $199,176 | View return |