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 hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $101 million to $1.4 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 | Kaiser Foundation Health Plan (KFHP) | 501(c)(3) | Oakland, CA | ||
| 4 | Mass General Brigham Incorporated | 501(c)(3) | Somerville, MA | ||
| 5 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA | ||
| 6 | The Colorado Health Foundation | 501(c)(3) | Denver, CO | ||
| 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 | AtlantiCare | 501(c)(3) | Egg Harbor Township, NJ | ||
| 10 | MaineGeneral Health | 501(c)(3) | Augusta, ME | ||
| ... | and 11 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 Oneamerica Retirement Services LLC, Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Capfinancial Partners, LLC, Sei, Minnesota Life Insurance Company, State Street Global Advisors, Planpilot, LLC, Newport Trust Company, and Charles Schwab Bank.
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