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 California (although they are present in other states as well).
Most State Street Bank clients are health and welfare funds, grantmaking foundations, scientific research and development services, colleges, universities, and professional schools, hospitals, and labor unions with revenues ranging from $63 million to $486 million.
Previous legal names, trade names, or just variations of their name include: State Street; and State Street Bank and.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Woods Hole Oceanographic Institution | 501(c)(3) | Woods Hole, MA | ||
| 2 | Shelby Cullom Davis Charitable Fund | 501(c)(3) | Wilmington, DE | ||
| 3 | Wellesley College | 501(c)(3) | Wellesley, MA | ||
| 4 | The Healthcare Foundation of New Jersey | 501(c)(3) | Millburn, NJ | ||
| 5 | Phoebe Putney Health System | 501(c)(3) | Albany, GA | ||
| 6 | Burroughs Wellcome Fund | 501(c)(3) | Durham, NC | ||
| 7 | Allied Pilots Association | 501(c)(5) | Fort Worth, TX | ||
| 8 | Massachusetts Institute of Technology Welfare Benefit Plans Trust | 501(c)(3) | Cambridge, MA | ||
| 9 | Columbia University Retiree Medical and Life Insurance Benefits Trust | 501(c)(3) | New York, NY | ||
| 10 | Writers Guild-Industry Health Fund | 501(c)(9) | Burbank, CA | ||
| ... | and 1 more State Street Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to State Street Bank in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Newport Trust Company, Charles Schwab Bank, Principal Financial Group, Sei Investments, Planpilot, LLC, Bank Of New York Mellon, Brighthouse Life Insurance Company, Newport Group, Inc., and Fiduciary Investment Advisors.
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