Charles Schwab Trust Bank is a company that provides commercial bank, fiduciary trustee, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and California (although they are present in other states as well).
Most Charles Schwab Trust Bank clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $21 million to $437 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | National Fish and Wildlife Foundation | 501(c)(3) | Washington, DC | ||
| 4 | Motion Picture and Television Fund (MPTF) | 501(c)(3) | Woodland Hills, CA | ||
| 5 | St. Mark's School | 501(c)(3) | Southborough, MA | ||
| 6 | Artcenter College of Design | 501(c)(3) | Pasadena, CA | ||
| 7 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 8 | Element Care | 501(c)(3) | Lynn, MA | ||
| 9 | Wesley Homes | 501(c)(3) | Des Moines, WA | ||
| 10 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| ... | and 116 more Charles Schwab Trust Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Bank in the nonprofit sector include Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., US Bank, JP Morgan Chase, Adp, and The Segal Company.
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