Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, 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 $29 million to $644 million.
Previous legal names, trade names, or just variations of their name include: Income Research Management; and Income and Research Management.
| 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 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 5 | Exeter Health Resources | 501(c)(3) | Exeter, NH | ||
| 6 | The Cullen Foundation | 501(c)(3) | Houston, TX | ||
| 7 | MaineHealth | 501(c)(3) | Portland, ME | ||
| 8 | Mary Hitchcock Memorial Hospital | 501(c)(3) | Lebanon, NH | ||
| 9 | Norton Healthcare | 501(c)(3) | Louisville, KY | ||
| 10 | Southern Ohio Medical Center (SOMC) | 501(c)(3) | Portsmouth, OH | ||
| ... | and 27 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 Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, State Street Bank and Trust, Fiduciary Investment Advisors, LLC, State Street Bank and Trust Company, Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, and Newport Trust Company.
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