Merrill Lynch is a firm that provides investment management, financial advisor, outsourced management, insurance agent or broker, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey, New York, and California (although they are present in other states as well).
Most Merrill Lynch clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $2.1 million to $59 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch and Co., Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Food For The Poor (FFP) | 501(c)(3) | Coconut Creek, FL | ||
| 2 | United States Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | Hall-Perrine Foundation | 501(c)(3) | Cedar Rapids, IA | ||
| 4 | The Pittsburgh Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 5 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 6 | American Academy of Physician Associates (AAPA) | 501(c)(6) | Alexandria, VA | ||
| 7 | Pef Israel Endowment Funds | 501(c)(3) | New York, NY | ||
| 8 | by the Bay Health Formerly Hospice by the Bay (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 9 | The Keith Campbell Foundation for the Environment | 501(c)(3) | Bethesda, MD | ||
| 10 | Macmillan Family Foundation | 501(c)(3) | New York, NY | ||
| ... | and 173 more Merrill Lynch not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch in the nonprofit sector include Ubs Financial Services, Wells Fargo Bank, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Merrill Lynch Pierce Fenner and Smith, Morgan Stanley Smith Barney, Morgan Stanley, Pimco, US Bank, and JP Morgan Chase.
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