State Street Bank is a company that provides commercial bank, fiduciary trustee, investment management, third party administration, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and North Carolina (although they are present in other states as well).
Most State Street Bank clients are hospitals, health and welfare funds, colleges, universities, and professional schools, trade associations, labor unions, and grantmaking foundations with revenues ranging from $72 million to $2.4 billion.
Previous legal names, trade names, or just variations of their name include: State Street; and State Street Bank and.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Massachusetts Institute of Technology (MIT) | 501(c)(3) | Cambridge, MA | ||
| 2 | Woods Hole Oceanographic Institution | 501(c)(3) | Woods Hole, MA | ||
| 3 | Wellesley College | 501(c)(3) | Wellesley, MA | ||
| 4 | Shelby Cullom Davis Charitable Fund | 501(c)(3) | Wilmington, DE | ||
| 5 | The Healthcare Foundation of New Jersey | 501(c)(3) | Millburn, NJ | ||
| 6 | Sheppard Pratt Health System | 501(c)(3) | Baltimore, MD | ||
| 7 | Atrium Health Wake Forest Baptist Me | 501(c)(3) | Winstonsalem, NC | ||
| 8 | Washington State University Foundation (WSU) | 501(c)(3) | Pullman, WA | ||
| 9 | Allied Pilots Association | 501(c)(5) | Fort Worth, TX | ||
| 10 | Burroughs Wellcome Fund | 501(c)(3) | Durham, NC | ||
| ... | and 3 more State Street Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to State Street Bank in the nonprofit sector include Fiduciary Investment Advisors, RBC Capital Markets, Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, Sei, State Street Global Advisors, Benefit Plans Admin Services, Inc., Raymond James and Associates, Kestra Advisory Services LLC, and Fidelity.
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