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 $97 million to $553 million.
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 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 4 | Beth Israel Lahey Health | 501(c)(3) | Cambridge, MA | ||
| 5 | The Colorado Health Foundation | 501(c)(3) | Denver, CO | ||
| 6 | Boston Symphony Orchestra | 501(c)(3) | Boston, MA | ||
| 7 | The Queen's Health Systems | 501(c)(3) | Honolulu, HI | ||
| 8 | Marshfield Medical Center-Beaver Dam (BDCH) | 501(c)(3) | Beaver Dam, WI | ||
| 9 | MaineGeneral Health | 501(c)(3) | Augusta, ME | ||
| 10 | UC Health | 501(c)(3) | Cincinnati, OH | ||
| ... | and 12 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 Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, State Street Global Advisors, Sei, Capfinancial Partners, LLC, Kestra Advisory Services LLC, Global Retirement Partners LLC, Matrix Trust Company, and Charles Schwab Bank.
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