Wellington Trust Company Na is a firm that provides investment management and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and New York (although they are present in other states as well).
Most Wellington Trust Company Na clients are health and welfare funds, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, museums, historical sites, and similar institutions, religious organizations, and grantmaking foundations with revenues ranging from $48 million to $864 million.
Previous legal names, trade names, or just variations of their name include: Wellington; Wellington Trust Co Na; and Wellington Small Cap.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Metropolitan Museum of Art | 501(c)(3) | New York, NY | ||
| 2 | The Jewish Federations of North America (JFNA) | 501(c)(3) | New York, NY | ||
| 3 | California Wellness Foundation | 501(c)(3) | Los Angeles, CA | ||
| 4 | Circle of Service Foundation | 501(c)(3) | Chicago, IL | ||
| 5 | Dr. Scholl Foundation | 501(c)(3) | Northbrook, IL | ||
| 6 | Dartmouth-Hitchcock (D-H) | 501(c)(3) | Lebanon, NH | ||
| 7 | Santafe Healthcare | 501(c)(3) | Gainesville, FL | ||
| 8 | The Vallee Foundation | 501(c)(3) | Cambridge, MA | ||
| 9 | Ameren Health and Welfare Trust | 501(c)(9) | Saint Louis, MO | ||
| 10 | Nba Players' Health and Welfare Benefit Plan | 501(c)(9) | North Chesterfield, VA | ||
| ... | and 1 more Wellington Trust Company Na not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company Na in the nonprofit sector include Minnesota Life Insurance Company, Transamerica, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Charles Schwab Investment Management Inc., Cambridge Investment Research, Capital Research and Management Company, Fiduciary Investment Advisors, Segall Bryant and Hamill, and Ameriprise Financial Services.
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