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 California and Massachusetts (although they are present in other states as well).
Most State Street Bank clients are health and welfare funds, grantmaking foundations, hospitals, trade associations, and labor unions with revenues ranging from $72 million to $339 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 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 3 | Shelby Cullom Davis Charitable Fund | 501(c)(3) | Wilmington, DE | ||
| 4 | The Healthcare Foundation of New Jersey | 501(c)(3) | Millburn, NJ | ||
| 5 | Sheppard Pratt Health System | 501(c)(3) | Baltimore, MD | ||
| 6 | Washington State University Foundation (WSU) | 501(c)(3) | Pullman, WA | ||
| 7 | Allied Pilots Association | 501(c)(5) | Fort Worth, TX | ||
| 8 | Burroughs Wellcome Fund | 501(c)(3) | Durham, NC | ||
| 9 | Phoebe Putney Health System | 501(c)(3) | Albany, GA | ||
| 10 | Massachusetts Institute of Technology Welfare Benefit Plans Trust | 501(c)(3) | Cambridge, MA | ||
| ... | 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 Oneamerica Retirement Services LLC, Minnesota Life Insurance Company, Fiduciary Investment Advisors, RBC Capital Markets, State Street Global Advisors, Benefit Plans Admin Services, Inc., Sei, Fidelity, Matrix Trust Company, and Kestra Advisory Services LLC.
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