Capital Bank and Trust is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Oklahoma (although they are present in other states as well).
Most Capital Bank and Trust clients are outpatient health care practitioners and facilities, community housing services, civic and social organizations, inpatient nursing, hospice, and rehabilitative care facilities, residential intellectual and developmental disability facilities, religious organizations, and grantmaking foundations with revenues ranging from $18 million to $57 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | African American Planning Commission (AAPC) | 501(c)(3) | Brooklyn, NY | ||
| 2 | Northeastern Oklahoma Community Health Centers (NeoHealth) | 501(c)(3) | Hulbert, OK | ||
| 3 | Suffolk Y Jewish Community Center | 501(c)(3) | Commack, NY | ||
| 4 | Living Resources Corporation | 501(c)(3) | Albany, NY | ||
| 5 | SouthBay Bay Family Healthcare Center | 501(c)(3) | Torrance, CA | ||
| 6 | Central Massachusetts Housing Alliance (CMHA) | 501(c)(3) | Worcester, MA | ||
| 7 | Islands Hospice | 501(c)(3) | Tulsa, OK | ||
| 8 | Lake Naomi Club (LNC) | 501(c)(7) | Pocono Pines, PA | ||
| 9 | Free & Accepted Masons of Florida Most Worshipful Grand Lodge | 501(c)(10) | Jacksonville, FL | ||
| 10 | The Abelard Foundation | 501(c)(3) | Seattle, WA | ||
| ... | and 1 more Capital Bank and Trust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Bank and Trust in the nonprofit sector include U.s. Bank National Association, Principal, Capital Group Retirement Plan Services, Well and Good LLC, Newport Group, Metlife Insurance Company, The Standard, TD Ameritrade, Massachusetts Mutual Life Ins Company, and Cambridge Investment Research Inc.
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