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 $21 million to $470 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 (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 122 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 State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Voya Retirement Insurance and Annui, Trowe Price, TD Ameritrade, Merrill Lynch Pierce Fenner and Smith, Massachusetts Mutual Life Ins Company, Great-West Life and Annuity Insurance Co., National Financial Services, and Nationwide.
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