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 New York, Ohio, California, and New Hampshire (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 $21 million to $4.1 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | Cottage Health (CH) | 501(c)(3) | Santa Barbara, CA | ||
| 3 | Zellerbach Family Foundation | 501(c)(3) | San Francisco, CA | ||
| 4 | Banner Health | 501(c)(3) | Phoenix, AZ | ||
| 5 | Henry Ford Health (HFHS) | 501(c)(3) | Detroit, MI | ||
| 6 | North Shore University Hospital (NSUH) | 501(c)(3) | Westbury, NY | ||
| 7 | Gordon E and Betty I Moore Foundation | 501(c)(3) | Palo Alto, CA | ||
| 8 | MedStar Health | 501(c)(3) | Columbia, MD | ||
| 9 | Margulf Foundation | 501(c)(3) | Glendale, CO | ||
| 10 | Concord Hospital | 501(c)(3) | Concord, NH | ||
| ... | and 19 more Wellington Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company in the nonprofit sector include Metlife, J P Morgan, TD Ameritrade, State Street Bank and Trust Company, State Street Bank and Trust, Fiduciary Investment Advisors, LLC, Healthcare Community Securities Cor, Fiduciary Investment Advisors, State Street Global Advisors, and Capfinancial Partners, LLC.
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