State Street Bank and Trust is a firm that provides fiduciary trustee, investment management, commercial bank, financial advisor, and third party administration 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 and Trust clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $103 million to $552 million.
Previous legal names, trade names, or just variations of their name include: State Street Bank and Trust Co..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Conrad N. Hilton Foundation | 501(c)(3) | Westlake Village, CA | ||
| 2 | American Bar Association (ABA) | 501(c)(6) | Chicago, IL | ||
| 3 | Lahey Clinic Foundation | 501(c)(3) | Charlestown, MA | ||
| 4 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 5 | Beth Israel Lahey Health | 501(c)(3) | Cambridge, MA | ||
| 6 | Boston Symphony Orchestra | 501(c)(3) | Boston, MA | ||
| 7 | The Colorado Health Foundation | 501(c)(3) | Denver, CO | ||
| 8 | The Queen's Health Systems | 501(c)(3) | Honolulu, HI | ||
| 9 | Marshfield Medical Center-Beaver Dam (BDCH) | 501(c)(3) | Beaver Dam, WI | ||
| 10 | MaineGeneral Health | 501(c)(3) | Augusta, ME | ||
| ... | and 13 more State Street Bank and Trust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to State Street Bank and Trust in the nonprofit sector include Fiduciary Investment Advisors, Sei, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., State Street Global Advisors, Kestra Advisory Services LLC, Global Retirement Partners LLC, Matrix Trust Company, and Well and Good LLC.
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