Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (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 $31 million to $1.6 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 | Nyu Langone Hospitals | 501(c)(3) | New York, NY | ||
| 3 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 4 | University of Pennsylvania (Penn) | 501(c)(3) | Philadelphia, PA | ||
| 5 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Sandler Foundation | 501(c)(3) | San Francisco, CA | ||
| 7 | Exeter Hospital | 501(c)(3) | Charlestown, MA | ||
| 8 | The Cullen Foundation | 501(c)(3) | Houston, TX | ||
| 9 | MaineHealth | 501(c)(3) | Portland, ME | ||
| 10 | Highland Hospital | 501(c)(3) | Rochester, NY | ||
| ... | and 29 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, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Capfinancial Partners, LLC, Fiduciary Investment Advisors, LLC, State Street Bank and Trust, State Street Bank and Trust Company, Kestra Advisory Services LLC, and Principal.
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