Charles Schwab Trust Company is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, Arizona, California, and Illinois (although they are present in other states as well).
Most Charles Schwab Trust Company clients are hospitals, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, individual and family services, community food services, community housing services, and museums, historical sites, and similar institutions with revenues ranging from $26 million to $213 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mid-Ohio Foodbank Collective | 501(c)(3) | Grove City, OH | ||
| 2 | San Francisco-Marin Food Bank | 501(c)(3) | San Francisco, CA | ||
| 3 | Green Dot Public Schools | 501(c)(3) | Los Angeles, CA | ||
| 4 | Horizon House | 501(c)(3) | Seattle, WA | ||
| 5 | Polish National Alliance of the US of NA | 501(c)(8) | Chicago, IL | ||
| 6 | Desert Botanical Garden | 501(c)(3) | Phoenix, AZ | ||
| 7 | Shorehaven | 501(c)(3) | Oconomowoc, WI | ||
| 8 | Mental Health Association of Essex and Morris | 501(c)(3) | Montclair, NJ | ||
| 9 | Backus Hospital | 501(c)(3) | Norwich, CT | ||
| 10 | National Youth Advocate Program | 501(c)(3) | Columbus, OH | ||
| ... | and 15 more Charles Schwab Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Trust Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., State Street Global Advisors, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Capital Research and Management Company, Capfinancial Partners, LLC, Capital Research and Management, Matrix Trust Company, Fidelity, and Charles Schwab Trust Bank.
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