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 California, Illinois, and Ohio (although they are present in other states as well).
Most Wellington Trust Company clients are hospitals, grantmaking foundations, and health and welfare funds with revenues ranging from $29 million to $4.1 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | Art Institute of Chicago (AIC) | 501(c)(3) | Chicago, IL | ||
| 3 | Cottage Health (CH) | 501(c)(3) | Santa Barbara, CA | ||
| 4 | Zellerbach Family Foundation | 501(c)(3) | San Francisco, CA | ||
| 5 | Banner Health | 501(c)(3) | Phoenix, AZ | ||
| 6 | Memorial Hermann Health System | 501(c)(3) | Houston, TX | ||
| 7 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 8 | Rady Children's Hospital San Diego (RCHSD) | 501(c)(3) | San Diego, CA | ||
| 9 | Shirley Ryan AbilityLab | 501(c)(3) | Chicago, IL | ||
| 10 | Gordon E and Betty I Moore Foundation | 501(c)(3) | Palo Alto, CA | ||
| ... | and 21 more Wellington Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company in the nonprofit sector include Newport Trust Company, Charles Schwab Bank, Income Research and Management, M&T Bank, Bank Of New York Mellon, Planpilot, LLC, Fiduciary Investment Advisors, Sei, Capfinancial Partners, LLC, and State Street Global Advisors.
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