Wellington Trust Company is a firm that provides investment management, financial advisor, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Ohio, and California (although they are present in other states as well).
Most Wellington Trust Company clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $18 million to $4.0 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | Cottage Health (CH) | 501(c)(3) | Santa Barbara, CA | ||
| 3 | Zellerbach Family Foundation | 501(c)(3) | San Francisco, CA | ||
| 4 | Banner Health | 501(c)(3) | Phoenix, AZ | ||
| 5 | Henry Ford Health (HFHS) | 501(c)(3) | Detroit, MI | ||
| 6 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 7 | Gordon E and Betty I Moore Foundation | 501(c)(3) | Palo Alto, CA | ||
| 8 | MedStar Health | 501(c)(3) | Columbia, MD | ||
| 9 | Margulf Foundation | 501(c)(3) | Glendale, CO | ||
| 10 | Concord Hospital | 501(c)(3) | Concord, NH | ||
| ... | and 18 more Wellington Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company in the nonprofit sector include Income Research and Management, Bank Of New York Mellon, Newport Trust Company, Charles Schwab Bank, Brighthouse Life Insurance Company, T Rowe Price RPS Inc, M&T Bank, Planpilot, LLC, Fiduciary Investment Advisors, and Healthcare Community Securities Cor.
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