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 $484 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 | American Student Assistance (ASA) | 501(c)(3) | Boston, MA | ||
| 7 | Artcenter College of Design | 501(c)(3) | Pasadena, CA | ||
| 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 119 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 Ubs Financial Services, Inc., US Bank, Oneamerica Retirement Services LLC, Paychex, Inc., Transamerica Retirement Solutions, JP Morgan Chase, Minnesota Life Insurance Company, Adp, Healthcare Community Securities Cor, and Voya Retirement Insurance and Annuity Co..
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