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, outpatient health care practitioners and facilities, and elementary and secondary schools with revenues ranging from $21 million to $435 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 117 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 Capfinancial Partners, LLC, Paychex, Inc., Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., US Bank, Cambridge Investment Research Inc, Voya Retirement Insurance and Annuity Co., The Segal Company, State Street Global Advisors, and Benefit Plans Admin Services, Inc..
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