Morgan Stanley is a firm that provides investment management, financial advisor, commercial bank, consulting services, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Morgan Stanley clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, labor unions, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $3.6 million to $119 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 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 3 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 4 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 5 | GS1 Us | 501(c)(6) | Lawrenceville, NJ | ||
| 6 | Marin Country Day School (MCDS) | 501(c)(3) | Corte Madera, CA | ||
| 7 | TVT Community Day School (TVT) | 501(c)(3) | Irvine, CA | ||
| 8 | CSULB 49er Foundation | 501(c)(3) | Long Beach, CA | ||
| 9 | William K. Bowes Jr. Foundation | 501(c)(3) | San Francisco, CA | ||
| 10 | Liz Claiborne and Art Ortenberg Foundation (LCAOF) | 501(c)(3) | New York, NY | ||
| ... | and 169 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley in the nonprofit sector include Ubs Financial Services, Wells Fargo Bank, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Pimco, Neuberger Berman, Fidelity Investments, Prudential, and JP Morgan Chase.
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