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 $66 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 | 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 | Boston Symphony Orchestra | 501(c)(3) | Boston, MA | ||
| 8 | The Queen's Health Systems | 501(c)(3) | Honolulu, HI | ||
| 9 | AtlantiCare | 501(c)(3) | Egg Harbor Township, NJ | ||
| 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 Principal Financial Group, Newport Trust Company, Newport Group, Inc., Charles Schwab Bank, Planpilot, LLC, Sei Investments, Bank Of New York Mellon, Brighthouse Life Insurance Company, Fidelity, and Principal.
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