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, Massachusetts, and Ohio (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 $30 million to $643 million.
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 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 4 | Sandler Foundation | 501(c)(3) | San Francisco, CA | ||
| 5 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 6 | Exeter Health Resources | 501(c)(3) | Charlestown, MA | ||
| 7 | The Cullen Foundation | 501(c)(3) | Houston, TX | ||
| 8 | MaineHealth | 501(c)(3) | Portland, ME | ||
| 9 | Mary Hitchcock Memorial Hospital | 501(c)(3) | Lebanon, NH | ||
| 10 | Norton Healthcare | 501(c)(3) | Louisville, KY | ||
| ... | and 28 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, Benefit Plans Admin Services, Inc., Cambridge Investment Research Inc, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Well and Good LLC, Milliman, Oppenheimer, Bank Of New York Mellon, and Vanguard Group, Inc..
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