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, New York, 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 $16 million to $3.4 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 | Avi Chai Foundation | 501(c)(3) | New York, NY | ||
| 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 | Gordon E and Betty I Moore Foundation | 501(c)(3) | Palo Alto, CA | ||
| 10 | Shirley Ryan AbilityLab | 501(c)(3) | Chicago, IL | ||
| ... | and 22 more Wellington Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fiduciary Investment Advisors, State Street Global Advisors, Sei, Capfinancial Partners, LLC, Charles Schwab Bank, M&T Bank, Newport Trust Company, Income Research and Management, and National Investment Services.
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