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 California and Illinois (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 $22 million to $460 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 | Artcenter College of Design | 501(c)(3) | Pasadena, CA | ||
| 6 | Academy of Motion Picture Arts and Sciences | 501(c)(6) | Beverly Hills, CA | ||
| 7 | American Student Assistance | 501(c)(3) | Boston, MA | ||
| 8 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 9 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 10 | Western Growers Association | 501(c)(6) | Irvine, CA | ||
| ... | and 125 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 Massachusetts Mutual Life Ins Company, Metlife, State Street Corporation, Nationwide, State Street Bank and Trust, National Financial Services, Merrill Lynch Pierce Fenner and Smith, Nationwide Life Insurance Company, Trowe Price, and Reliance Trust Company.
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