Morgan Stanley is a firm that provides financial advisor, investment management, commercial bank, insurance agent or broker, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (although they are present in other states as well).
Most Morgan Stanley clients are health and welfare funds and grantmaking foundations with revenues ranging from $3.1 million to $106 million.
Previous legal names, trade names, or just variations of their name include: Morgan Stanley and Co LLC; Morgan Stanley and Co.; Morgan Stanley Co Inc; Morgan Stanley Domestic Holdings L; and Morgan Stanley Co. LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 2 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 3 | The Conservation Fund | 501(c)(3) | Arlington, VA | ||
| 4 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 5 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 6 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 7 | The Arhant Social Foundation | 501(c)(3) | Clifton, VA | ||
| 8 | Viewpoint Educational Foundation | 501(c)(3) | Calabasas, CA | ||
| 9 | Culp Family Foundation | 501(c)(3) | Mclean, VA | ||
| 10 | Robert H Murphy Foundation | 501(c)(3) | Santa Ana, CA | ||
| ... | and 371 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include The Segal Company, Adp, Ubs Financial Services, Minnesota Life Insurance Company, JP Morgan Chase, Global Retirement Partners LLC, Merrill Lynch, Wells Fargo Bank, The Vanguard Group, and Gallagher Benefit Services Inc.
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