Civic Intelligence

Morgan Stanley Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-1226280

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
1221 Ave Of The Americas-tax-fl 3New York, NY 10020

(212) 761-4000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE B • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE B • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2017 filings • NTEE B • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE B • $25M-$50M nonprofits • Source year 2017

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2017 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$31,915,262

Up $8,045,176 (+34%) from 2016

Net Assets

Up

$31,915,262

Up $8,045,176 (+34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin93rd percentile

Revenue

Up

$13,545,205

Up $1,800,511 (+15%) from 2016

Expenses

Up

$5,499,163

Up $4,447,153 (+423%) from 2016

Net Income

Down

$8,046,042

Down $2,646,642 (-25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2012: $13,554,658Liabilities 2012: $0Net Assets 2012: $13,554,6582012Assets 2013: $13,489,492Liabilities 2013: $0Net Assets 2013: $13,489,4922013Assets 2015: $13,177,402Liabilities 2015: $0Net Assets 2015: $13,177,4022015Assets 2016: $23,870,086Liabilities 2016: $0Net Assets 2016: $23,870,0862016Assets 2017: $31,915,262Liabilities 2017: $0Net Assets 2017: $31,915,2622017Assets 2018: $53,489,137Liabilities 2018: $5,046,916Net Assets 2018: $48,442,2212018Assets 2020: $89,290,177Liabilities 2020: $17,476,725Net Assets 2020: $71,813,4522020Assets 2021: $117,614,938Liabilities 2021: $11,665,195Net Assets 2021: $105,949,7432021Assets 2022: $97,449,294Liabilities 2022: $5,059,791Net Assets 2022: $92,389,5032022Assets 2024: $105,643,271Liabilities 2024: $27,811,815Net Assets 2024: $77,831,4562024

Highlighted filing

2017

Assets$31,915,262
Liabilities$0
Net Assets$31,915,262
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2012: $1,000,0002012Revenue 2013: $859,853Expenses 2013: $1,000,000Net Income 2013: -$140,1472013Revenue 2015: $1,407,739Expenses 2015: $1,018,817Net Income 2015: $388,9222015Revenue 2016: $11,744,694Expenses 2016: $1,052,010Net Income 2016: $10,692,6842016Revenue 2017: $13,545,205Expenses 2017: $5,499,163Net Income 2017: $8,046,0422017Revenue 2018: $8,302,937Expenses 2018: $4,775,122Net Income 2018: $3,527,8152018Revenue 2020: $38,239,021Expenses 2020: $12,387,552Net Income 2020: $25,851,4692020Revenue 2021: $39,846,453Expenses 2021: $7,378,929Net Income 2021: $32,467,5242021Revenue 2022: $7,618,491Expenses 2022: $4,395,933Net Income 2022: $3,222,5582022Revenue 2024: $11,446,843Expenses 2024: $25,386,456Net Income 2024: -$13,939,6132024

Highlighted filing

2017

Revenue$13,545,205
Expenses$5,499,163
Net Income$8,046,042
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA HARRISTrustee-$0--
CHARLES CHASINFinance Chair/Trustee-$0--
BILL MCMAHONBoard Chair-$0--
KATHLEEN MCCABETrustee-$0--
AUDREY CHOITrustee Until March 2017-$0--
JEN EASTERLYTrustee As Of March 2017-$0--
C DAN EWELLTrustee Until March 2017-$0--
SUSAN REIDTrustee-$0--
ANDY SAPERSTEINTrustee-$0--
JOAN STEINBERGPresidentPT$0--
MICHELLE DAVISTrustee-$0--
MARYALICE DUNNETrustee-$0--
ROSEANNE RICHTERTrustee-$0--
BILL HIRSHORNTrustee-$0--
VANESSA BARBONITrustee On Leave Most Of 2017-$0--
CRAIG ABRUZZOTrustee-$0--
CHRIS RANDAZZOTrustee As Of March 2017-$0--
ROY SWANTrustee From March Thru Dec 17-$0--
Filing and Contact Details

Filer

Filer Name
Morgan Stanley Foundation Inc
EIN
26-1226280
In Care Of
% GISELLE G LOPEZ
Phone
2127614000
Address
1221 AVE OF THE AMERICAS-TAX-FL 3, NEW YORK, NY 10020

Signing Officer

Name
Joan Steinberg
Title
President
Phone
2127614000
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
300 Madison Avenue, New York, NY 10017
Preparer
Meredith Monroe
Phone
6464713000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASPEN PHARMACARE HLDGS LTD ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT&T INC DIV: 1.960%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ATLAS COPCO AS A ADR A NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BAYERISCHE MOTOREN WERKE ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOEING CO DIV: 5.680%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BRIGHTHOUSE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BUNGE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CANADIAN NATL RAILWAY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHECK POINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHEVRON CORP DIV: 4.320%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHUBB LTD DIV: 2.760%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CISCO SYS INC DIV: 1.040%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CONOCOPHILLIPS DIV: 1.000%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CORNING INC DIV: 0.540%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CSL LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DASSAULT SYSTEMS SA ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DBS GROUP HOLDINGS LTD SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DIAGEO PLC SPON ADR NEW DIV: 3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DU PONT EI DE NEMOURS & CO DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ELI LILLY & CO DIV: 2.080%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ETFS PALLADIUM TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ETFS PLATINUM TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXXON MOBIL CORP DIV: 3.000%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FANUC CORPORATION UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FRESENIUS MEDICAL CARE AG&CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FUCHS PETROLUB AG UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GENERAL ELECTRIC CO DIV: 0.960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GENUINE PARTS CO DIV: 2.630%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GRIFOLS SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GRUPO TELEVISA S.A.GLOBAL DEP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HSBC HOLDINGS PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HSBC HOLDINGS PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ICICI BANK LTD DIV: 0.149%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INFINEON TECHNOLOGIES AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTEL CORP DIV: 1.040%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES SP SMALLCAP 600 INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON DIV: 3.200%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JOHNSON CTLS INTL PLC DIV: 1.0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57JPMORGAN CHASE & CO DIV: 1.920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KIMBERLY CLARK CORP DIV: 3.680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KUBOTA CP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LINDE AG SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61L'OREAL CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LVMH MOET HENNESSY LOUIS VUITT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MERCK & CO INC NEW COM DIV: 1.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64METLIFE INCORPORATED DIV: 1.60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORP DIV: 1.560%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MITSUBISHI EST ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MONOTARO CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MSIF EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MSIF GROWTH I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NESTLE SPON ADR REP REG SHR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVARTIS AG ADR DIV: 2.303%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PARK24 CO LTD SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PFIZER INC DIV: 1.280%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PHILIP MORRIS INTL INC DIV: 4.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79POWERSHARES DB COMM TRK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROCHE HOLDINGS ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ROYAL DUTCH SHELL PLC CL B DIV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SYSMEX CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TAIWAN SMCNDCTR MFG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TENARIS S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TRAVELERS COMPANIES INC COM DI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TURKIYE GARANTI BANKASI A S
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,915,262
Liabilities
$0
Net assets
$31,915,262
Revenue
$13,545,205
Expenses
$5,499,163
Net income
$8,046,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$27.8$77.8$11.4$25.4$13.9
2022Detailed filing. Detailed filing data is available for this year.$97.4$5.06$92.4$7.62$4.40$3.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$11.7$106$39.8$7.38$32.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.3$17.5$71.8$38.2$12.4$25.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.5$5.05$48.4$8.30$4.78$3.53
2017Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$13.5$5.50$8.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$11.7$1.05$10.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$1.41$1.02$0.39
2013Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.86$1.00$0.14
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.00