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 $108 million to $1.2 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 | 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 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 6 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA | ||
| 7 | Boston Symphony Orchestra | 501(c)(3) | Boston, MA | ||
| 8 | The Colorado Health Foundation | 501(c)(3) | Denver, CO | ||
| 9 | The Queen's Health Systems | 501(c)(3) | Honolulu, HI | ||
| 10 | Marshfield Medical Center-Beaver Dam (BDCH) | 501(c)(3) | Beaver Dam, WI | ||
| ... | 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 Kestra Advisory Services LLC, Matrix Trust Company, Global Retirement Partners LLC, Fiduciary Investment Advisors, Oneamerica Retirement Services LLC, Voya Retirement Insurance and Annuity Co., Sei, Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., and State Street Global Advisors.
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