MORGAN STANLEY INTERNATIONAL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 20 December 1994
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £3,614,066
Latest expenditure: £3,366,876
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: MORGAN STANLEY INTERNATIONAL, 25 CABOT SQUARE, LONDON, E14 4QA

Website recorded by the regulator: http://www.morganstanley.com/about-us-ir/giving-back/msif_guidelines.html#6 (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 14 October 2026
Date Accounts Received: 14 October 2026
Total Gross Income: £3,614,066
Total Gross Expenditure: £3,366,876

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 30 October 2025
Date Accounts Received: 10 October 2025
Total Gross Income: £3,543,963
Total Gross Expenditure: £2,917,723

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 23 October 2024
Date Accounts Received: 23 October 2024
Total Gross Income: £1,436,733
Total Gross Expenditure: £456,477

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 13 October 2023
Date Accounts Received: 13 October 2023
Total Gross Income: £1,680,840
Total Gross Expenditure: £1,753,830

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 25 October 2022
Date Accounts Received: 25 October 2022
Total Gross Income: £2,693,000
Total Gross Expenditure: £2,168,211

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 14 October 2026
Total Gross Income: £3,614,066
Total Gross Expenditure: £3,366,876
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 30 October 2025
Total Gross Income: £3,543,963
Total Gross Expenditure: £2,917,723
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 23 October 2024
Total Gross Income: £1,436,733
Total Gross Expenditure: £456,477
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 13 October 2023
Total Gross Income: £1,680,840
Total Gross Expenditure: £1,753,830
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 25 October 2022
Total Gross Income: £2,693,000
Total Gross Expenditure: £2,168,211
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 14 October 2026
Income Donations And Legacies: 3376653
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 104634
Income Other: 132779
Income Total Income And Endowments: 3614066
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £28,771
Expenditure Charitable Expenditure: £3,338,105
Expenditure Other: 0
Expenditure Total: 3366876
Expenditure Investment Management: 28771
Expenditure Grants Institution: 3337943
Expenditure Governance: 162
Expenditure Support Costs: 162
Expenditure Depreciation: 0
Gain Loss Investment: 123484
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 20959
Reserves: £5,472,189
Assets Total Fixed: 3876861
Assets Own Use: 0
Assets Long Term Investment: 3876861
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,932,444
Assets Total Liabilities: £1,337,116
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,472,189
Creditors One Year Total Current: 1137116
Creditors Falling Due After One Year: 200000
Assets Cash: £2,900,963
Funds Endowment: 0
Funds Unrestricted: 5472189
Funds Restricted: 0
Funds Total: 5472189
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 30 October 2025
Income Donations And Legacies: 3280060
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 103249
Income Other: 160654
Income Total Income And Endowments: 3543963
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £27,101
Expenditure Charitable Expenditure: £2,890,622
Expenditure Other: 0
Expenditure Total: 2917723
Expenditure Investment Management: 27101
Expenditure Grants Institution: 2890586
Expenditure Governance: 36
Expenditure Support Costs: 36
Expenditure Depreciation: 0
Gain Loss Investment: 263197
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -6190
Reserves: £5,080,556
Assets Total Fixed: 3668874
Assets Own Use: 0
Assets Long Term Investment: 3668874
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,752,305
Assets Total Liabilities: £1,340,623
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,080,556
Creditors One Year Total Current: 940623
Creditors Falling Due After One Year: 400000
Assets Cash: £2,690,988
Funds Endowment: 0
Funds Unrestricted: 5080556
Funds Restricted: 0
Funds Total: 5080556
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 23 October 2024
Income Donations And Legacies: 1246604
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 96646
Income Other: 93483
Income Total Income And Endowments: 1436733
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £24,747
Expenditure Charitable Expenditure: £431,730
Expenditure Other: 0
Expenditure Total: 456477
Expenditure Investment Management: 24747
Expenditure Grants Institution: 431566
Expenditure Governance: 164
Expenditure Support Costs: 164
Expenditure Depreciation: 0
Gain Loss Investment: 178153
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: -5483
Reserves: £4,197,309
Assets Total Fixed: 3321386
Assets Own Use: 0
Assets Long Term Investment: 3321386
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,043,647
Assets Total Liabilities: £1,167,724
Assets Current Investment: 0
Assets Total Assets And Liabilities: £4,197,309
Creditors One Year Total Current: 567724
Creditors Falling Due After One Year: 600000
Assets Cash: £2,043,647
Funds Endowment: 0
Funds Unrestricted: 4197309
Funds Restricted: 0
Funds Total: 4197309
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 13 October 2023
Income Donations And Legacies: 1587685
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 69770
Income Other: 23385
Income Total Income And Endowments: 1680840
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £17,831
Expenditure Charitable Expenditure: £1,735,999
Expenditure Other: 0
Expenditure Total: 1753830
Expenditure Investment Management: 17831
Expenditure Grants Institution: 1734739
Expenditure Governance: 1260
Expenditure Support Costs: 1260
Expenditure Depreciation: 0
Gain Loss Investment: -335110
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 1584
Reserves: £3,044,383
Assets Total Fixed: 3071334
Assets Own Use: 0
Assets Long Term Investment: 3071334
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,594,338
Assets Total Liabilities: £1,621,289
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,044,383
Creditors One Year Total Current: 1121289
Creditors Falling Due After One Year: 500000
Assets Cash: £1,594,093
Funds Endowment: 0
Funds Unrestricted: 3044383
Funds Restricted: 0
Funds Total: 3044383
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 25 October 2022
Income Donations And Legacies: 2657973
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 34777
Income Other: 250
Income Total Income And Endowments: 2693000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £35,445
Expenditure Charitable Expenditure: £2,132,766
Expenditure Other: 0
Expenditure Total: 2168211
Expenditure Investment Management: 35445
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 1434
Expenditure Depreciation: 0
Gain Loss Investment: 141710
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -15768
Gain Loss Other: 0
Reserves: £3,450,899
Assets Total Fixed: 2855208
Assets Own Use: 0
Assets Long Term Investment: 2855208
Defined Benefit Pension Scheme: 0
Assets Other Assets: £3,105,747
Assets Total Liabilities: £2,510,056
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,450,899
Creditors One Year Total Current: 2260056
Creditors Falling Due After One Year: 250000
Assets Cash: £3,105,737
Funds Endowment: 0
Funds Unrestricted: 3450899
Funds Restricted: 0
Funds Total: 3450899
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Scotland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Ireland
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Hungary
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Spain
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout London
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Italy
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Germany
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: France
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

08 Official extract

Charity Event History

Charity Name: MORGAN STANLEY INTERNATIONAL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-12-20T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 18/11/1994AS AMENDED BY DEED DATED 10/07/2014
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.
Area Of Benefit: NOT DEFINED.

10 Official extract

Charity Other Names

Charity Name Id: 181643
Charity Name Type: Working name
Charity Name: MSI FOUNDATION

11 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling