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 hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $49 million to $1.3 billion.
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 | Lahey Clinic Foundation | 501(c)(3) | Charlestown, MA | ||
| 3 | Yawkey Foundation II | 501(c)(3) | Westwood, MA | ||
| 4 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 5 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 6 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA | ||
| 7 | The Queen's Health Systems | 501(c)(3) | Honolulu, HI | ||
| 8 | Marshfield Medical Center-Beaver Dam (BDCH) | 501(c)(3) | Beaver Dam, WI | ||
| 9 | AtlantiCare | 501(c)(3) | Egg Harbor Township, NJ | ||
| 10 | MaineGeneral Health | 501(c)(3) | Augusta, ME | ||
| ... | and 12 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, Oneamerica Retirement Services LLC, State Street Global Advisors, Benefit Plans Admin Services, Inc., Sei, Minnesota Life Insurance Company, Matrix Trust Company, Fidelity, Principal, and Kestra Advisory Services LLC.
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