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up-to-date

Data for financial year ending 31 December 2017

Morgan Stanley International Foundation

  • Income

    £1.6M

  • Spending

    £2.0M

  • Status

    Up-to-date

Charity no. 1042671

Public address

  • Morgan Stanley, 20 Bank Street, London, E14 4AD

Aims & activities

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.

What the charity does

  • Education/training
  • The advancement of health or saving of lives
  • Economic/community development/employment

Who the charity helps

  • Children/young people
  • Other charities or voluntary bodies

How the charity works

  • Makes grants to organisations

Income and Endowments:

£1.6M

* £199.1K investment gains(losses)

Expenditure:

£2.0M

Assets and liabilities

  • £0.0K Own use assets
  • £2.5M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £575.8K Other assets
  • £1.2M Total liabilities
Financial history
Compliance history

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

121%
2%
0%

Charitable objects

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.

Governing document

TRUST DEED DATED 18/11/1994 AS AMENDED BY DEED DATED 10/07/2014

Area of benefit

Not Defined.

Organisation type

Standard registration

Other names

Msi Foundation

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
  • 11 Trustees
  • 0 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Clare Woodman None on record
Hanns Christoph Seibold None on record
Maryann Mcmahon The International Law Book Facility Up-to-date
Stephen Mavin None on record
Fergus O'sullivan None on record
Sue Watts (Chair) None on record
Oliver Stuart None on record
Jon Bendall None on record
Simon Evenson None on record
Mandy Defilippo The Global Fund For Children Uk Trust Up-to-date
The Monteverdi Choir And Orchestras Limited Up-to-date
William Chalmers None on record

Areas of operation

List of regions

  • France
  • Germany
  • Hungary
  • Italy
  • Scotland
  • South Africa
  • Spain
  • Throughout London