MORGAN STANLEY GLOBAL IMPACT FUNDI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Phone

8008430050

Tax Period

2024-01-01 to 2024-12-31

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC, founded in 2001, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $3.1B in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4B, a strong 46% operating margin.

Mission

TO INCREASE CHARITABLE GIVING BY PROVIDING INDIVIDUAL DONORS WITH A PLATFORM THROUGH WHICH THEY CAN MAKE TAX-DEDUCTIBLE CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS. MORGAN STANLEY GIFT ALSO SUPPORTS AND CONDUCTS EDUCATIONAL ACTIVITIES TO ENCOURAGE THE MAKING OF CHARITABLE CONTRIBUTIONS AND WORKS WITH OTHER CHARITABLE ORGANIZATIONS TO CREATE STRATEGIES FOR DONORS' PLACEMENT OF CHARITABLE GIFTS.

Program Service Accomplishments

Program 1

Expenses: $1,649,055,373 Revenue: $0

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,969,506,320

Program Service Revenue $0

Investment Income $112,568,915

Other Revenue $0

TOTAL REVENUE $3,082,075,235

Expense Breakdown

Grants Paid $1,649,055,373

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,649,055,373

Other Expenses $22,681,457

TOTAL EXPENSES $1,671,736,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,082,075,235	$1,884,733,937	+0.6%
Expenses	$1,671,736,830	$1,218,256,530	+0.4%
Net Income	$1,410,338,405	$666,477,407	+1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL VAN ATTEN	CHAIRPERSON	10.0	Officer Director	$0	$0	$0
Laura Assomull	Assistant Secretary	10.0	Officer Director	$0	$0	$0
MELANIE SCHNOLL-BEGUN	PRESIDENT	10.0	Officer Director	$0	$0	$0
SHELLEY GOODE	SECRETARY	10.0	Officer Director	$0	$0	$0
SUNDEEP VIRA	TREASURER	10.0	Officer Director	$0	$0	$0
ALLYSON MCDONALD	DIRECTOR	1.0	Director	$0	$0	$0
Diahann Billings-Burford	DIRECTOR	1.0	Director	$0	$0	$0
JAMES TRACY	DIRECTOR	1.0	Director	$0	$0	$0
JANE O'CONNELL	DIRECTOR	1.0	Director	$0	$0	$0
Katharine LEONBERGER	DIRECTOR	1.0	Director	$0	$0	$0
PATRICIA BIGGERS	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT B SEABERG	DIRECTOR	1.0	Director	$0	$0	$0
ROGER PARADISO	DIRECTOR	1.0	Director	$0	$0	$0
ROSS RICHARDS	DIRECTOR	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,082,075,235	$1,671,736,830	$9,109,107,748	$1,410,338,405
2023	$1,884,733,937	$1,218,256,530	$7,062,576,748	$666,477,407
2022	$1,302,409,552	$879,753,656	$5,629,724,104	$422,655,896
2021	$2,993,172,517	$970,630,961	$6,133,745,382	$2,022,541,556
2020	$1,899,440,776	$649,784,748	$4,235,199,287	$1,249,656,028
2019	$1,387,889,904	$447,456,510	$2,735,064,539	$940,433,394
2018	$751,860,799	$371,403,141	$1,814,357,446	$380,457,658

MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC