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, Maryland, North Carolina, and New York (although they are present in other states as well).
Most State Street Bank clients are health and welfare funds, hospitals, colleges, universities, and professional schools, trade associations, labor unions, and grantmaking foundations with revenues ranging from $44 million to $768 million.
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) | Wellsley, 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 | Phoebe Putney Health System | 501(c)(3) | Albany, GA | ||
| 10 | Allied Pilots Association | 501(c)(5) | Fort Worth, TX | ||
| ... | and 7 more State Street Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to State Street Bank in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., RBC Capital Markets, Fiduciary Investment Advisors, State Street Global Advisors, Sei, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Matrix Trust Company.
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