Charles Schwab Trust Bank is a firm that provides fiduciary trustee, commercial bank, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois (although they are present in other states as well).
Most Charles Schwab Trust Bank clients are hospitals, elementary and secondary schools, and outpatient health care practitioners and facilities with revenues ranging from $27 million to $558 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The American Legion | 501(c)(19) | Indianapolis, IN | ||
| 2 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 3 | Motion Picture and Television Fund (MPTF) | 501(c)(3) | Woodland Hills, CA | ||
| 4 | Ladies Professional Golf Association (LPGA) | 501(c)(6) | Daytona Beach, FL | ||
| 5 | Academy of Motion Picture Arts and Sciences | 501(c)(6) | Beverly Hills, CA | ||
| 6 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 7 | Mather | 501(c)(3) | Evanston, IL | ||
| 8 | Wesley Homes | 501(c)(3) | Des Moines, WA | ||
| 9 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 10 | Plymouth Place | 501(c)(3) | La Grange Park, IL | ||
| ... | and 73 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, State Street Global Advisors, Capital Research and Management Company, Ubs Financial Services, Inc., Ubs Financial Services, US Bank, Voya Retirement Insurance and Annuity Co., The Segal Company, Benefit Plans Admin Services, Inc., and Capital Research and Management.
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