MORGAN STANLEY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MORGAN STANLEY FOUNDATION (EIN 13-6155650)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-15
IRS object ID: 201433199349100408
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Compensation Explanation
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Income Schedule2
Other Increases Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-15T16:33:55-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133858615	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHARON L SPUTH CPA PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	763 CHESTER RD	AddressLine1
City	SAYVILLE	City
State	NY	State
ZIP Code	11782	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136155650	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MORGAN STANLEY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	MORG	BusinessNameControlTxt
Phone	2127614000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1221 AVE OF THE AMERICAS-TAX DEPT	AddressLine1
Address Line2	ROOM/SUITE 3RD FL	AddressLine2
City	NEW YORK	City
State	NY	State
ZIP Code	10020	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CARLA HARRIS	PersonNm
Person Title	BOARD CHAIR	PersonTitleTxt
Phone	2127614000	PhoneNum
Signature	2014-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHARON L SPUTH	PreparerPersonNm
PTIN	P01368237	PTIN
Phone	6315890098	PhoneNum
Preparation	2014-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$42,597,988	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$4,966,218	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$99,400	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$99,400	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$352,494	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$352,494	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,314,925	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,391,448	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,314,925	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$11,958	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$11,958	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$7,744,995	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,778,777	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,026,357	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,026,357	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,026,357	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$9,026,357	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,281,362	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,778,777	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,579,461	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,220,374	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,220,374	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$391,947	AcctRcvblAmt
Acct Rcvbl BOY	$734,896	AcctRcvblBOYAmt
Acct Rcvbl EOY	$391,947	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$391,947	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$2,146,320	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,843,309	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,815,787	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$24,842,795	CorporateStockBOYAmt
Corporate Stock EOY	$23,133,368	CorporateStockEOYAmt
Corporate Stock EOYFMV	$30,811,894	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$6,671,430	CorporateBondsBOYAmt
Corporate Bonds EOY	$6,357,364	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$6,357,986	CorporateBondsEOYFMVAmt
Total Assets BOY	$35,974,902	TotalAssetsBOYAmt
Total Assets EOY	$34,946,362	TotalAssetsEOYAmt
Total Assets EOYFMV	$42,597,988	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$35,974,902	UnrestrictedBOYAmt
Unrestricted EOY	$34,946,362	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$35,974,902	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$34,946,362	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$35,974,902	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$34,946,362	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$35,974,902	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,281,362	ExcessRevenueOverExpensesAmt
Other Increases	$252,822	OtherIncreasesAmt
Subtotal	$34,946,362	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$34,946,362	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
150000 UST NOTE .5% DUE 10/15/13	P	2013-05-03	2013-10-15	$150,000	$150,281	-$281	-$281
2240 SPDR S&P 500 ETF TRUST	P	2009-11-24	2013-11-21	$402,058	$248,059	$153,999	$153,999
.86 ISHARES TR S&P SMCP 600 INDX FD	P	2008-09-29	2013-05-20	$76	$50	$26	$26
43817.527 MSIF ACTIV INTL ALLOCATION	P	2009-04-13	2013-04-01	$528,878	$365,000	$163,878	$163,878
375000 FEDERAL HOME LOAN BANKS .25%	P	2013-02-25	2013-12-03	$375,143	$374,577	$566	$566
15000 UST TIPS 2% DUE 7/15/14	P	2011-02-24	2013-01-31	$19,442	$18,937	$505	$505
26938.077 MSIF US LARGE GROWTH FND	P	2004-04-01	2013-03-22	$761,270	$431,009	$330,261	$330,261
745.662 MSIF ACTIVE INTL ALLOCATION	P	2009-07-02	2013-04-01	$9,000	$7,047	$1,953	$1,953
450000 AMERICAN EXPRESS DUE 5/22/18	P	2013-05-16	2013-07-15	$448,736	$450,000	-$1,264	-$1,264
15000 UST TIPS 2% DUE 7/15/14	P	2011-03-30	2013-01-31	$12,962	$12,686	$276	$276
1230.645 MSIF US LARGE GROWTH FND	P	2004-12-27	2013-03-22	$34,778	$20,650	$14,128	$14,128
6200.162 MSIF ACTIVE INTL ALLOCATION	P	2009-12-18	2013-04-01	$74,836	$68,512	$6,324	$6,324
225000 GOOGLE INCE 1.25% DUE 5/19/14	P	2011-05-16	2013-09-17	$226,355	$225,061	$1,294	$1,294
600000 FEDERAL HOME LOAN BANK .45%	P	2012-07-12	2013-02-07	$600,000	$600,300	-$300	-$300
390.19 MSIF US LARGE GROWTH FND	P	2005-07-08	2013-03-22	$11,027	$6,664	$4,363	$4,363
173.435 MSIF ACTIVE INTL ALLOCATION	P	2010-07-07	2013-04-01	$2,093	$1,781	$312	$312
250000 GOOGLE 2.125% DUE 5/19/16	P	2012-01-17	2013-06-04	$260,373	$261,730	-$1,357	-$1,357
600000 FEDERAL HOME LOAN BANK .6%	P	2012-09-28	2013-04-25	$450,000	$449,910	$90	$90
199.043 MSIF US LARGE GROWTH FND	P	2005-12-23	2013-03-22	$5,625	$3,963	$1,662	$1,662
5558.075 MSIF ACTIVE INTL ALLOCATION	P	2010-12-17	2013-04-01	$67,086	$65,641	$1,445	$1,445
450000 JOHN DEERE CAP 1.85%	P	2012-01-18	2013-06-04	$463,118	$458,645	$4,473	$4,473
230000 AT&T INC 2.5% DUE 8/15/15	P	2011-03-22	2013-05-15	$238,395	$229,655	$8,740	$8,740
44.081 MSIF US LARGE GROWTH FND	P	2006-12-21	2013-03-22	$1,246	$891	$355	$355
2564.389 MSIF ACTIVE INTL ALLOCATION	P	2011-12-16	2013-04-01	$30,952	$25,131	$5,821	$5,821
50000 JPMORGAN CHASE 2.6%	P	2011-03-21	2013-07-15	$51,346	$48,670	$2,676	$2,676
250000 TARGET CORP 1.125% DUE 7/18/1	P	2012-01-18	2013-01-08	$252,360	$254,123	-$1,763	-$1,763
985.857 MSIF US LARGE GROWTH FND	P	2007-12-20	2013-03-22	$27,860	$23,986	$3,874	$3,874
1576.094 MSIF ACTIVE INTL ALLOCATION	P	2012-12-17	2013-04-01	$19,023	$18,062	$961	$961
375000 MICROSOFT 2.95% DUE 6/1/14	P	2011-11-14	2013-09-17	$381,806	$397,778	-$15,972	-$15,972
275000 ONTARIO PROVINCE 1.65%	P	2012-09-20	2013-03-01	$275,087	$274,241	$846	$846
40983.515 MSIF US LARGE GROWTH FND	P	2008-03-12	2013-03-22	$1,158,194	$863,523	$294,671	$294,671
THRU MS BROKERAGE	P	2013-12-31	2013-12-31	$693,602	$734,563	-$40,961	-$40,961
375000 ONTARIO PROVINCE DUE 8/13/15	P	2013-01-31	2013-09-17	$374,438	$375,000	-$562	-$562
225000 BHP FINANCE USA 1.125%	P	2011-11-16	2013-05-03	$227,545	$224,201	$3,344	$3,344
5807.471 MSIF ACTIVE INTL ALLOCATION	P	2007-08-31	2013-04-01	$70,096	$95,591	-$25,495	-$25,495
8336.372 MSIF EMERGING MARKETS FUND	P	2007-12-28	2013-11-21	$211,160	$275,684	-$64,524	-$64,524
250000 NOVA SCOTIA 2.375%	P	2011-03-22	2013-02-25	$260,923	$252,393	$8,530	$8,530
15950.97 MSIF ACTIVE INTL ALLOCATION	P	2007-12-20	2013-04-01	$192,528	$245,964	-$53,436	-$53,436
8141.995 MSIF EMERGING MARKETS FUND	P	2007-12-28	2013-11-21	$206,237	$269,256	-$63,019	-$63,019
.9 ISHARES BARCLAYS AGGREGATE BOND	P	2008-09-26	2013-05-20	$110	$98	$12	$12
2857.17 MSIF ACTIVE INTL ALLOCATION	P	2007-12-20	2013-04-01	$34,486	$44,058	-$9,572	-$9,572
827.699 MSIF EMERGING MARKETS FUND	P	2007-12-28	2013-11-21	$20,966	$27,372	-$6,406	-$6,406
.23 ISHARES IBOXX INV GRADE CORP	P	2009-01-12	2013-05-20	$28	$23	$5	$5
9969.877 MSIF ACTIVE INTL ALLOCATION	P	2007-12-20	2013-04-01	$120,336	$153,736	-$33,400	-$33,400
22172.813 MSIF EMERGING MARKETS FUND	P	2008-02-01	2013-11-21	$561,637	$677,823	-$116,186	-$116,186
.64 SPDR S&P MIDCAP 400	P	2008-05-30	2013-05-20	$136	$103	$33	$33
15877.147 MSIF ACTIV INTL ALLOCATION	P	2008-07-02	2013-04-01	$191,637	$213,230	-$21,593	-$21,593
17000 SPDR S&P 500 ETF TRUST	P	2009-11-09	2013-09-17	$2,904,303	$1,864,050	$1,040,253	$1,040,253
6805 SPDR S&P 500 ETF TRUST	P	2009-11-09	2013-01-16	$1,000,507	$746,168	$254,339	$254,339
388.456 MSIF ACTIVE INTL ALLOCATION	P	2008-07-02	2013-04-01	$4,689	$5,217	-$528	-$528
4440 SPDR S&P 500 ETF TRUST	P	2009-11-09	2013-11-21	$796,936	$486,846	$310,090	$310,090
.2 SPDR S&P 500 ETF TRUST	P	2009-11-09	2013-05-20	$32	$22	$10	$10
3212.831 MSIF ACTIVE INTL ALLOCATION	P	2008-12-19	2013-04-01	$38,779	$28,562	$10,217	$10,217

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,314,925	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$42,668	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$8,923,163	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$43,706,974	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.204159	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$9,341,111	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$45,831,845	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.203813	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$7,066,352	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$39,242,296	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.180070	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$10,591,107	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$38,008,489	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.278651	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$5,765,304	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$61,400,544	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.093897	DistributionYr5Rt
Total Distribution	0.960590	TotalDistributionRt
Average Distribution	0.192118	AverageDistributionRt
Net Vl Noncharitable Assets	$42,188,201	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$8,105,113	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$27,788	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$8,132,901	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$9,026,357	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$27,788	InvestmentIncomeExciseTaxAmt
Subtotal	$27,788	SubtotalAmt
Tax Based On Investment Income	$27,788	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$15,704	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$45,000	AppliedToEsTaxAmt
Total Payments And Credits	$60,704	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$188	EsPenaltyAmt
Overpayment	$32,728	OverpaymentAmt
Applied To ES Tax	$32,728	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.MORGANSTANLEY.COM	WebsiteAddressTxt
Individual With Books	JOAN STEINBERG	IndividualWithBooksNm
Phone	2127614000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1633 BROADWAY	AddressLine1
Address Line2	25TH FL	AddressLine2
City	NEW YORK	City
State	NY	State
ZIP Code	10019	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLA HARRIS
MORGAN STANLEY 1585 BROADWAY 39TH F	NEW YORK	NY	10036	BOARD CHAIR	1.00	$0	$0	$0
MARILYN BOOKER
MORGAN STANLEY 1221 AVE OF AMERICAS	NEW YORK	NY	10019	TRUSTEE	0.50	$0	$0	$0
CHARLES CHASIN
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
BILL MCMAHON
MORGAN STANLEY 2000 WESTCHESTER AVE	PURCHASE	NY	10577	TRUSTEE	1.00	$0	$0	$0
SHELLEY O'CONNOR
MORGAN STANLEY 2000 WESTCHESTER AVE	PURCHASE	NY	10577	TRUSTEE	0.50	$0	$0	$0
JEFF BRODSKY
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
MATT BERKE
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
KATHLEEN MCCABE
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
AUDREY CHOI
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
MARY LOU PETERS
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
JIM ROSENTHAL
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0
C DAN EWELL
MORGAN STANLEY 555 CALIFORNIA ST	SAN FRANCISCO	CA	94104	TRUSTEE	0.50	$0	$0	$0
TOM NIDES
MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	TRUSTEE	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$38,586,426	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,244,235	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$42,830,661	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$42,830,661	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$642,460	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$42,188,201	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,109,410	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,109,410	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$27,788	TaxBasedOnInvestmentIncomeAmt
Total Tax	$27,788	TotalTaxAmt
Distributable Before Adj	$2,081,622	DistributableBeforeAdjAmt
Distributable Before Ded	$2,081,622	DistributableBeforeDedAmt
Distributable As Adjusted	$2,081,622	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,026,357	ExpensesAndContributionsAmt
Qualifying Distributions	$9,026,357	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$27,788	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$8,998,569	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,081,622	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$2,711,380	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$8,680,878	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,133,557	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,061,833	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,765,600	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$30,353,248	TotalExcessDistributionCyovAmt
Qualifying Distributions	$9,026,357	QualifyingDistributionsAmt
Applied To Current Year	$2,081,622	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,944,735	RemainingDistriFromCorpusAmt
Total Corpus	$37,297,983	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,711,380	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$34,586,603	ExcessDistriCyovToNextYrAmt
Excess From Year4	$8,680,878	ExcessFromYear4Amt
Excess From Year3	$5,133,557	ExcessFromYear3Amt
Excess From Year2	$7,061,833	ExcessFromYear2Amt
Excess From Year1	$6,765,600	ExcessFromYear1Amt
Excess From Current Year	$6,944,735	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHILDREN'S HEALTH INITIATIVE
SEE ATTACHED STATEMENT	NEW YORK	NY	10019	CHARITABLE	$4,887,500
DISASTER RELIEF
SEE ATTACHED STATEMENT	NEW YORK	NY	10019	CHARITABLE	$750,857
SCHOLARSHIP PROGRAM GRANTS
SEE ATTACHED STATEMENT	NEW YORK	NY	10019	CHARITABLE	$735,000
VOLUNTEER INCENTIVE PROGRAM
SEE ATTACHED STATEMENT	NEW YORK	NY	10019	CHARITABLE	$2,653,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,026,357	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$99,400	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$352,494	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11,958	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,314,925	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,778,777	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,778,777	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1	CityContributorUSAddress/City	StateContributorUSAddress/State	ZIP CodeContributorUSAddress/ZIPCode	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Payroll ContributionPayrollContributionInd
MORGAN STANLEY CO
1	1585 BROADWAY	NEW YORK	NY	10036	$1,000,000	Yes (X)
AVAILABLE UPON REQUEST
2	MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	$99,904		Yes (X)
AVAILABLE UPON REQUEST
3	MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	$10,000	Yes (X)
AVAILABLE UPON REQUEST
4	MORGAN STANLEY 1585 BROADWAY	NEW YORK	NY	10036	$41,000	Yes (X)

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (13 entries)

CARLA HARRIS
MARILYN BOOKER
CHARLES CHASIN
BILL MCMAHON
SHELLEY O'CONNOR
JEFF BRODSKY
MATT BERKE
KATHLEEN MCCABE
AUDREY CHOI
MARY LOU PETERS
JIM ROSENTHAL
C DAN EWELL
TOM NIDES

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SEC. LEASED OBLIGATIONS-ALEX HAM LIF	$596
SEC. LEASED OBLIGATIONS-BEAVER VALLE	$850
SEC. LEASED OBLIGATIONS-BEAVER VL II	$803
SEC. LEASED OBLIGATIONS-CHRYSLER CON	$620
SEC. LEASED OBLIGATIONS-PERRY ONE DE	$8
GEN ELEC CAP CRP	$225,000	$225,360
CNOOC FIN 2013 1.125% DUE 5/9/16	$499,970	$498,160
ANHEUSER-BUSCH 1.5% DUE 7/14/14	$324,990	$326,852
AT&T INC 2.5% DUE 8/15/15
APPLE INC .45% DUE 5/3/16	$299,457	$297,822
GOOGLE INC 1.25% DUE 5/19/14
EMC CORP 1.875% DUE 6/1/18	$275,732	$271,876
JPMORGAN CHASE 2.6% DUE 1/15/16	$243,659	$257,498
MICROSOFT 2.95% DUE 6/1/14
MICROSOFT CORP 1.625% DUE 12/6/18	$497,115	$493,185
NYSE EURONEXT GLOBAL 2% DUE 10/5/17	$174,038	$175,228
BHP FINANCE USA 1.125% DUE 11/21/14
HYDRO QUEBIC 2% DUE 6/30/16	$249,953	$256,700
NOVA SCOTIA 2.375% DUE 7/21/15
JOHN DEERE CAP 1.85% DUE 11/17/14
TOYOTA MTR CRED SER B 1% DUE 2/17/15	$452,005	$453,046
CONOCO 1.5% DUE 12/15/17	$299,313	$292,737
GEN ELEC CAP CRP SER A 2.9%	$252,267	$260,992
GENERAL DYNAMICS 1% DUE 11/15/17	$298,128	$290,676
GOOGLE INC 2.125% DUE 5/19/16
PEPSICO INC 2.5% DUE 5/10/16	$257,741	$259,382
TARGET CORP 1.125% DUE 7/18/14
MANITOBA 1.3% DUE 4/3/17	$500,002	$503,990
ONTARIO PROVINCE 1.65% DUE 9/27/19
PROVINCE OF ALBERTA CAN 1% 6/21/17	$502,764	$499,075
NIPPON TEL & TEL 7/18/17	$449,393	$444,582
ROYAL BK CANADA SER E 1.5% DUE	$224,719	$220,606
WELLS FARGO CO SUB DEB 5.125%	$328,241	$330,219

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MSIF ACTIVE INTL ALLOCATION FUND
MSIF EMERGING MKTS FUND	$2,265,214	$2,122,235
MSIF U.S. LARGE GROWTH FUND	$908,154	$1,831,641
ISHARES TR S&P SMCP 600 INDX FD	$1,131,747	$1,892,314
S&P DEPOSITORY RECEIPTS TR UNIT SER	$4,780,292	$7,934,282
MSIF INTERNATIONAL EQUITY FUND	$1,705,594	$1,851,545
MIDCAP SPDR TRUST UNIT SER 1 ETFS	$1,847,987	$2,959,704
MSIF CAYMAN FUND LP	$3,969,773	$5,193,201
ISHARES BARCLAYS AGGRESSIVE BOND FD
ISHARES IBOXX INVESTMENT GRADE
ETFS PHY PLDM	$65,391	$80,063
ISHARES SILVER TRUST	$54,958	$36,297
SPDR GOLD TRUST	$119,724	$98,702
GREENHAVEN CONT CMDTY	$329,912	$301,975
ETFS PHY PTNM	$65,620	$52,217
POWERSHARES DB CMDTY INDX	$328,633	$346,410
POWERSHARES DB AGRICULTURAL	$328,610	$298,275
GEM REALTY SECURITIES	$1,500,000	$1,636,942
3M	$52,218	$70,826
AIA GROUP LTD SPON ADR	$48,368	$55,775
AIR LIQUIDE ADR	$55,047	$61,676
ALLIANZ SE ADR	$52,747	$67,498
ALTRIA	$67,454	$77,356
ANHEUSER BUSCH INBEV SA SPONS	$41,355	$44,394
ARM HOLDINGS PLC CAMBRIDGE ADR	$39,185	$50,517
ASTRA ZENECA	$63,899	$77,478
ATLAS COPCO AB ADR NEW REP	$32,749	$32,406
AT&T INC	$62,973	$61,706
BAIDU ADR	$31,828	$51,229
BANCO BILBAO VIZCAYA ARGE	$28,137	$37,405
BAYERISCHE MOTOREN WERKE AG	$38,751	$47,198
BCE INC	$66,346	$64,069
BG GROUP PLC SPONS ADR	$30,057	$36,851
BOEING CO	$51,601	$85,306
BUNGE LTD	$36,870	$42,122
CANADIAN NATIONAL RAILWAY CO	$34,354	$40,028
CHEVRON	$66,678	$70,574
CISCO	$57,236	$59,440
COCHLEAR LTD ADR	$22,363	$18,742
CONOCO PHILLIPS	$68,822	$80,894
CSL LTD ADR	$33,340	$33,570
DASSAULT SYS SA ADR	$65,328	$68,365
DBS GROUP HOLDINGS LTD ADR	$28,699	$30,445
DIAGEO PLC	$52,237	$56,941
DIAMOND OFFSHORE	$65,186	$53,505
DOMINION RES INC	$41,652	$48,518
DUPONT	$52,559	$70,492
ELI LILLY	$63,233	$58,905
FANUC LTD UNSPONSORED ADR	$56,014	$64,215
FRESENIUS MED CARE	$39,495	$39,387
OAO GAZPROM ADR LEVEL 1 ADR	$17,986	$18,399
GE	$56,906	$70,495
GENUINE PARTS CO	$50,782	$57,401
HCP INC REIT	$62,788	$47,398
HEALTH CARE REIT	$63,020	$51,963
HONG KONG EXCHANGES & CLRG ADR	$21,947	$22,882
HSBC HOLDINGS PLC ADR	$53,602	$55,130
ICICI BANK LTD SPON ADR	$35,479	$35,274
IMPERIAL OIL LTD CAD COM NPV	$25,304	$27,600
INTEL	$64,282	$78,125
ITAU UNIBANCO HLDING SA	$54,461	$49,517
JGC CORP F UNSPONSORED ADR	$43,060	$54,904
JOHNSON AND JOHNSON	$67,270	$79,683
JPMORGAN CHASE	$41,834	$50,878
KIMBERLY CLARK	$53,708	$60,064
LOREAL S A PARIS ADR	$49,527	$52,936
LVMH MOET HENNESSY LOUIS VUITTON	$23,304	$23,900
MERCK	$74,188	$85,335
METLIFE	$48,178	$64,974
MICROSOFT	$63,012	$85,108
MITSUBISHI ESTATE CO LTK TOKYO ADR	$30,972	$31,104
MONOTARO CO LTD ADR	$9,584	$8,702
MTN GROUP LTD SPN ADR	$16,701	$19,131
NESTLE SA CHF 10 SPONS ADR	$74,133	$76,092
NEXTERA ENERGY	$62,615	$71,493
NOKIAN TYRES OYJ UNSPONSORED ADR	$29,017	$30,167
NOVO NORDISK A/S ADR	$22,016	$24,388
PETRO BRASIL ADR	$14,736	$12,678
PHILIP MORRIS	$63,507	$60,991
RAYTHEON	$64,420	$101,584
ROCHE HOLDING AG BASEL ADR	$56,506	$64,584
ROYAL DUTCH SHELL	$66,676	$73,608
SAP AG WALDORF/BADEN ADR	$72,955	$82,696
SASOL LIMITED SPONSORED ADR.	$15,601	$17,209
SCHLUMBERGER LTD	$37,084	$42,712
SCHNEIDER ELEC SA ADR	$43,277	$49,473
SONOVA HLDG AG ADR	$20,879	$23,215
SVENSKA HANDELSBANKEN UNSPONSORED	$19,862	$22,706
SWATCH GROUP AG	$25,982	$29,548
SYSMEX CORPORATION UNSPONSORED	$41,834	$38,206
TAIWAN SEMICONDUCTOR MANUFACT	$51,822	$53,070
TESCO SPONS ADR	$23,022	$22,212
TRAVELERS	$56,486	$63,378
TURKIYE GARANTI BANKASI AS ADR	$41,081	$26,560
UNICHARM CORP SPONSORED ADR	$44,487	$43,050
UNILEVER	$57,651	$57,730
UNILEVER PLC SPONS ADR	$22,022	$21,836
VODAFONE GP PLC ADS NEW	$66,419	$93,361
WPP PLC ST HELIER ADR	$53,904	$72,477
XINYI GLASS HLDGS LTD ADR	$9,089	$12,331

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,843,309	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,815,787	USGovtObligationsEOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Revenue And Expenses Per Books	$11,958	RevenueAndExpensesPerBooksAmt
Net Investment Income	$11,958	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Description	COST BASIS ADJUSTMENT	Description
Amount	$252,822	Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	MORGAN STANLEY CO INC	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1585 BROADWAY	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10036	ZIPCode

MORGAN STANLEY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (4 entries)

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (13 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Comments