J P Morgan is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and North Dakota (although they are present in other states as well).
Most J P Morgan clients are hospitals, assisted living and continuing care retirement communities, and grantmaking foundations with revenues ranging from $20 million to $163 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 2 | by the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 3 | Plymouth Place | 501(c)(3) | La Grange Park, IL | ||
| 4 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 5 | New York Eye and Ear Infirmary of Mount Sinai (NYEE) | 501(c)(3) | New York, NY | ||
| 6 | The Conference Board | 501(c)(3) | New York, NY | ||
| 7 | Lions Clubs International Foundation (LCIF) | 501(c)(3) | Oak Brook, IL | ||
| 8 | Esmee Fairbairn Foundation | 501(c)(3) | United Kingdom, | ||
| 9 | Cornell Scott-Hill Health Corporation | 501(c)(3) | New Haven, CT | ||
| 10 | St George's School | 501(c)(3) | Newport, RI | ||
| ... | and 18 more J P Morgan not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to J P Morgan in the nonprofit sector include State Street Global Advisors, US Bank, Capfinancial Partners, LLC, State Street Bank, Merrill Lynch Pierce Fenner and Smith, Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, Raymond James and Associates, and Wilmington Trust.
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