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 California and New York (although they are present in other states as well).
Most Morgan Stanley clients are health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $2.0 million to $84 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 | Harvard University | 501(c)(3) | Cambridge, MA | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 4 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 5 | Peter and Carmen Lucia Buck Foundation (PCLB) | 501(c)(3) | New York, NY | ||
| 6 | David Geffen Foundation | 501(c)(3) | Los Angeles, CA | ||
| 7 | Viewpoint Educational Foundation | 501(c)(3) | Calabasas, CA | ||
| 8 | Robert H Murphy Foundation | 501(c)(3) | Santa Ana, CA | ||
| 9 | Richard K Lubin Family Foundation | 501(c)(3) | Boston, MA | ||
| 10 | United Way of Massachusetts Bay and Merrimack Valley | 501(c)(3) | Boston, MA | ||
| ... | and 337 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, Ubs Financial Services, JP Morgan Chase, Raymond James and Associates, The Vanguard Group, Global Retirement Partners LLC, Wells Fargo Bank, Merrill Lynch, Variable Annuity Life Insurance Co., and Variable Annuity Life Insurance Company.
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