Income Research and Management is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (although they are present in other states as well).
Most Income Research and Management clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $33 million to $1.0 billion.
Previous legal names, trade names, or just variations of their name include: Income Research Management; Income and Research Management; and Income Research and Management Co..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 2 | Museum of Modern Art | 501(c)(3) | New York, NY | ||
| 3 | National Hockey League | 501(c)(6) | New York, NY | ||
| 4 | Nyu Langone Hospitals | 501(c)(3) | New York, NY | ||
| 5 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 6 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 7 | Building Service 32bj Health Fund | 501(c)(5) | New York, NY | ||
| 8 | Temple University Health System (TUHS) | 501(c)(3) | Philadelphia, PA | ||
| 9 | Exeter Health Resources | 501(c)(3) | Charlestown, MA | ||
| 10 | MaineHealth | 501(c)(3) | Portland, ME | ||
| ... | and 32 more Income Research and Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Income Research and Management in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Capfinancial Partners, LLC, Cambridge Investment Research Inc, Newport Trust Company, Raymond James and Associates, Inc., M&T Bank, Planpilot, LLC, and Vanguard Group, Inc..
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