J P Morgan is a firm that provides investment management, commercial bank, financial advisor, fiduciary trustee, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California, North Dakota, and New York (although they are present in other states as well).
Most J P Morgan clients are colleges, universities, and professional schools, hospitals, grantmaking foundations, assisted living and continuing care retirement communities, and civic and social organizations with revenues ranging from $17 million to $472 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Boy Scouts of America - Scouting America (BSA) | 501(c)(3) | Irving, TX | ||
| 2 | San Francisco Symphony (SFS) | 501(c)(3) | San Francisco, CA | ||
| 3 | The Trustees of the Stevens Institute of Technology (SIT) | 501(c)(3) | Hoboken, NJ | ||
| 4 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 5 | BY the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 6 | Duquesne University | 501(c)(3) | Pittsburgh, PA | ||
| 7 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 8 | Lewis and Clark College | 501(c)(3) | Portland, OR | ||
| 9 | The Conference Board | 501(c)(3) | New York, NY | ||
| 10 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| ... | and 16 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to J P Morgan in the nonprofit sector include Capfinancial Partners, LLC, US Bank, State Street Global Advisors, Merrill Lynch Pierce Fenner and Smith, State Street Bank, Fiduciary Investment Advisors, Oneamerica Retirement Services LLC, Paychex, Inc., Voya Retirement Insurance and Annuity Co., and Benefit Plans Admin Services, Inc..
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