Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Ohio (although they are present in other states as well).
Most Income Research and Management clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $28 million to $581 million.
Previous legal names, trade names, or just variations of their name include: Income Research Management; and Income and Research Management.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 2 | Museum of Modern Art | 501(c)(3) | New York, NY | ||
| 3 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 4 | Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy | 501(c)(3) | Sewickley, PA | ||
| 5 | Cullen Foundation | 501(c)(3) | Houston, TX | ||
| 6 | Exeter Hospital | 501(c)(3) | Exeter, NH | ||
| 7 | MaineHealth (MMC) | 501(c)(3) | Portland, ME | ||
| 8 | Dartmouth-Hitchcock (D-H) | 501(c)(3) | Lebanon, NH | ||
| 9 | Norton Healthcare | 501(c)(3) | Louisville, KY | ||
| 10 | Southern Ohio Medical Center (SOMC) | 501(c)(3) | Portsmouth, OH | ||
| ... | and 29 more Income Research and Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Income Research and Management in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Fiduciary Investment Advisors, Capfinancial Partners, LLC, M&T Bank, Newport Trust Company, Newport Group, Inc., Sei Investments, Vanguard Group, Inc., and Bank Of New York Mellon.
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