Finance Score: -1
Governance Score: 5
Support Score: 0
  • Excess liquidity: -1
  • Volatile income: -3
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 4 ?

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.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • There are 15 trustees whereas the Charities Commission recommends a maximum of 12
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
  • Income has been volatile recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£1,681£1,754£-73£0£3,044£3,04420.800
31/12/21£2,693£2,168£525£0£3,451£3,45119.100
31/12/20£1,353£1,004£349£0£2,800£2,80033.500
31/12/19£1,812£2,310£-498£0£2,397£2,39712.500
31/12/18£2,433£1,551£883£0£2,544£2,54419.700
31/12/17£1,642£2,022£-381£0£1,903£1,90311.300
31/12/16£1,868£1,340£527£0£2,085£2,08518.700
31/12/15*£1,663£1,831£-168£0£1,388£1,3889.100
31/12/14£1,360£1,417£-58£0£1,556£1,55613.200
31/12/13£1,342£1,712£-370£1£1,478£1,47810.400
31/12/12£1,688£1,595£93£0£1,727£1,7271300
31/12/11*£1,309£1,831£-522£0£1,504£1,5049.900
31/12/10£1,784£1,926£-143£4£2,128£2,12813.300
31/12/09£1,123£3,705£-2,582£14£2,148£2,148700
31/12/08£1,407£1,263£145£9£4,514£2,30221.900
31/12/07*£5,870£3,684£2,186£15£4,907£2,6958.830
31/12/06£1,508£1,853£-345£0£0£0n/a00
31/12/05£1,488£1,808£-320£0£0£0n/a00
31/12/04£1,183£1,492£-309£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 35%
Liabilities/Income: 96%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4
Asset Split ?
Established: 29 years

http://www.morganstanley.com/about-us-ir/givi

communityaffairslondon@morganstanley.com

02074258000

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Organisations
Where it operates
  • France, Germany, Hungary, Ireland, Italy, Scotland, Spain, Throughout London,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)
Current Trustees appointed
Gender Split
Based on 14/15 persons

Legal constitution
  • Charity registered in England & Wales on 20/12/1994, number: 1042671
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR15: 1 days late, AR11: 0 days late, AR07: 0 days late,
Main office

MORGAN STANLEY
20 BANK STREET
LONDON
E14 4AD

Objectives

FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SANE AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great