Home > BOKF > Gross Fiduciary and Related Services Income

BOKF, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$52,181,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,949,00012
YTD Gross Income employee benefit defined benefit$2,743,00027
YTD Gross Income from other retirement accounts$7,997,00034
YTD Gross Income corporate trust and agency$29,109,00012
Investment management and investment advisory agency accounts income$24,791,00076
Foundation and endowment and agency accounts income$17,880,00015
YTD Gross income other trust and agency accounts$9,311,0008
YTD Gross income custody and safekeeping agency accounts$11,582,00029
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$186,543,00028
YTD fiduciary expense (Dec. only)$169,613,00024
YTD fiduciary net loss (Dec. only)$169,00071
YTD fiduciary intracompany income (Dec. only)$21,903,00021
YTD net fiduciary income (Dec. only)$38,664,00038
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$39,157,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,981,00011
YTD Gross Income employee benefit defined benefit$2,066,00027
YTD Gross Income from other retirement accounts$5,933,00035
YTD Gross Income corporate trust and agency$21,893,00012
Investment management and investment advisory agency accounts income$18,762,00079
Foundation and endowment and agency accounts income$13,546,00014
YTD Gross income other trust and agency accounts$7,064,0008
YTD Gross income custody and safekeeping agency accounts$8,936,00028
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$140,338,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$26,876,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,584,00011
YTD Gross Income employee benefit defined benefit$1,291,00027
YTD Gross Income from other retirement accounts$3,992,00034
YTD Gross Income corporate trust and agency$13,946,00012
Investment management and investment advisory agency accounts income$12,542,00079
Foundation and endowment and agency accounts income$9,286,00013
YTD Gross income other trust and agency accounts$5,224,0007
YTD Gross income custody and safekeeping agency accounts$5,663,00029
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$93,406,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,088,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,208,00011
YTD Gross Income employee benefit defined benefit$658,00031
YTD Gross Income from other retirement accounts$1,911,00034
YTD Gross Income corporate trust and agency$7,070,00013
Investment management and investment advisory agency accounts income$6,165,00035
Foundation and endowment and agency accounts income$4,085,00014
YTD Gross income other trust and agency accounts$2,971,0007
YTD Gross income custody and safekeeping agency accounts$2,810,00033
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$45,966,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$56,417,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,734,00011
YTD Gross Income employee benefit defined benefit$2,842,00031
YTD Gross Income from other retirement accounts$7,902,00034
YTD Gross Income corporate trust and agency$22,111,00014
Investment management and investment advisory agency accounts income$20,617,00045
Foundation and endowment and agency accounts income$17,116,00014
YTD Gross income other trust and agency accounts$7,911,0009
YTD Gross income custody and safekeeping agency accounts$12,299,00029
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$175,949,00033
YTD fiduciary expense (Dec. only)$152,860,00028
YTD fiduciary net loss (Dec. only)$796,00027
YTD fiduciary intracompany income (Dec. only)$18,519,00019
YTD net fiduciary income (Dec. only)$40,812,00036
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,983,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,984,00011
YTD Gross Income employee benefit defined benefit$2,111,00031
YTD Gross Income from other retirement accounts$5,973,00033
YTD Gross Income corporate trust and agency$15,675,00014
Investment management and investment advisory agency accounts income$14,799,00047
Foundation and endowment and agency accounts income$13,023,00014
YTD Gross income other trust and agency accounts$5,506,0009
YTD Gross income custody and safekeeping agency accounts$8,935,00029
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$130,989,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$28,921,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,952,0009
YTD Gross Income employee benefit defined benefit$1,386,00026
YTD Gross Income from other retirement accounts$4,073,00030
YTD Gross Income corporate trust and agency$9,785,00010
Investment management and investment advisory agency accounts income$9,050,00042
Foundation and endowment and agency accounts income$8,784,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,518,00027
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$86,108,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,137,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,018,0009
YTD Gross Income employee benefit defined benefit$827,00026
YTD Gross Income from other retirement accounts$2,005,00030
YTD Gross Income corporate trust and agency$3,842,00012
Investment management and investment advisory agency accounts income$3,321,00054
Foundation and endowment and agency accounts income$4,344,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,966,00030
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$41,278,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$55,875,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,585,0009
YTD Gross Income employee benefit defined benefit$3,350,00025
YTD Gross Income from other retirement accounts$8,205,00028
YTD Gross Income corporate trust and agency$14,553,00012
Investment management and investment advisory agency accounts income$11,319,00059
Foundation and endowment and agency accounts income$17,834,00012
YTD Gross income other trust and agency accounts$5,538,0009
YTD Gross income custody and safekeeping agency accounts$9,467,00031
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$151,726,00028
YTD fiduciary expense (Dec. only)$145,635,00024
YTD fiduciary net loss (Dec. only)$480,00025
YTD fiduciary intracompany income (Dec. only)$4,712,00022
YTD net fiduciary income (Dec. only)$10,323,00076
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$40,952,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,401,0009
YTD Gross Income employee benefit defined benefit$2,503,00025
YTD Gross Income from other retirement accounts$6,069,00028
YTD Gross Income corporate trust and agency$10,798,00011
Investment management and investment advisory agency accounts income$8,408,00059
Foundation and endowment and agency accounts income$13,165,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,411,00031
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$111,778,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$26,853,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,904,0009
YTD Gross Income employee benefit defined benefit$1,507,00026
YTD Gross Income from other retirement accounts$4,060,00028
YTD Gross Income corporate trust and agency$7,070,00012
Investment management and investment advisory agency accounts income$5,325,00059
Foundation and endowment and agency accounts income$9,558,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,443,00036
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$73,463,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,898,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,325,0009
YTD Gross Income employee benefit defined benefit$675,00029
YTD Gross Income from other retirement accounts$1,935,00030
YTD Gross Income corporate trust and agency$3,700,00014
Investment management and investment advisory agency accounts income$2,514,00061
Foundation and endowment and agency accounts income$4,007,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,610,00037
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$35,056,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$49,609,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,716,00010
YTD Gross Income employee benefit defined benefit$2,455,00026
YTD Gross Income from other retirement accounts$6,958,00029
YTD Gross Income corporate trust and agency$19,075,00012
Investment management and investment advisory agency accounts income$13,376,00052
Foundation and endowment and agency accounts income$17,611,00013
YTD Gross income other trust and agency accounts$5,883,0008
YTD Gross income custody and safekeeping agency accounts$4,663,00042
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$143,346,00028
YTD fiduciary expense (Dec. only)$136,808,00025
YTD fiduciary net loss (Dec. only)$486,00027
YTD fiduciary intracompany income (Dec. only)$3,021,00025
YTD net fiduciary income (Dec. only)$9,073,00069
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$36,396,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,324,0009
YTD Gross Income employee benefit defined benefit$1,774,00028
YTD Gross Income from other retirement accounts$5,085,00028
YTD Gross Income corporate trust and agency$15,369,00012
Investment management and investment advisory agency accounts income$10,854,00047
Foundation and endowment and agency accounts income$12,987,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,566,00042
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$107,956,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$24,739,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,256,0009
YTD Gross Income employee benefit defined benefit$1,118,00027
YTD Gross Income from other retirement accounts$3,297,00028
YTD Gross Income corporate trust and agency$10,843,00011
Investment management and investment advisory agency accounts income$8,169,00041
Foundation and endowment and agency accounts income$8,701,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,318,00042
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$73,966,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,799,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,615,00010
YTD Gross Income employee benefit defined benefit$559,00027
YTD Gross Income from other retirement accounts$1,623,00032
YTD Gross Income corporate trust and agency$6,183,00011
Investment management and investment advisory agency accounts income$4,915,00035
Foundation and endowment and agency accounts income$4,353,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,297,00043
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$38,159,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$46,431,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,129,0009
YTD Gross Income employee benefit defined benefit$1,793,00033
YTD Gross Income from other retirement accounts$6,164,00032
YTD Gross Income corporate trust and agency$24,149,00011
Investment management and investment advisory agency accounts income$18,741,00033
Foundation and endowment and agency accounts income$16,672,00011
YTD Gross income other trust and agency accounts$5,783,0008
YTD Gross income custody and safekeeping agency accounts$5,157,00042
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$149,019,00027
YTD fiduciary expense (Dec. only)$129,532,00025
YTD fiduciary net loss (Dec. only)$242,00035
YTD fiduciary intracompany income (Dec. only)$2,728,00032
YTD net fiduciary income (Dec. only)$21,973,00034
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,951,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,796,0009
YTD Gross Income employee benefit defined benefit$1,364,00033
YTD Gross Income from other retirement accounts$5,734,00026
YTD Gross Income corporate trust and agency$15,979,00011
Investment management and investment advisory agency accounts income$20,666,00026
Foundation and endowment and agency accounts income$9,978,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,709,00036
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$111,171,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,056,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,887,00011
YTD Gross Income employee benefit defined benefit$1,198,00026
YTD Gross Income from other retirement accounts$4,108,00024
YTD Gross Income corporate trust and agency$10,510,00011
Investment management and investment advisory agency accounts income$14,100,00027
Foundation and endowment and agency accounts income$6,388,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,174,00034
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$74,350,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,547,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,584,00012
YTD Gross Income employee benefit defined benefit$867,00025
YTD Gross Income from other retirement accounts$1,685,00028
YTD Gross Income corporate trust and agency$5,109,00011
Investment management and investment advisory agency accounts income$6,912,00027
Foundation and endowment and agency accounts income$2,940,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,252,00035
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$36,180,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$40,824,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,099,00012
YTD Gross Income employee benefit defined benefit$3,659,00024
YTD Gross Income from other retirement accounts$6,610,00027
YTD Gross Income corporate trust and agency$20,941,0009
Investment management and investment advisory agency accounts income$27,126,00028
Foundation and endowment and agency accounts income$11,558,00015
YTD Gross income other trust and agency accounts$21,539,0006
YTD Gross income custody and safekeeping agency accounts$8,117,00034
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$158,473,00027
YTD fiduciary expense (Dec. only)$124,413,00026
YTD fiduciary net loss (Dec. only)$842,00015
YTD fiduciary intracompany income (Dec. only)$3,516,00028
YTD net fiduciary income (Dec. only)$36,734,00030
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$30,089,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,689,00012
YTD Gross Income employee benefit defined benefit$2,848,00024
YTD Gross Income from other retirement accounts$4,868,00028
YTD Gross Income corporate trust and agency$15,241,0009
Investment management and investment advisory agency accounts income$20,806,00028
Foundation and endowment and agency accounts income$8,718,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,848,00034
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$122,027,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,658,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,267,00011
YTD Gross Income employee benefit defined benefit$2,014,00022
YTD Gross Income from other retirement accounts$3,643,00027
YTD Gross Income corporate trust and agency$9,347,00011
Investment management and investment advisory agency accounts income$13,733,00028
Foundation and endowment and agency accounts income$5,837,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,307,00031
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$70,532,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,672,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,572,00012
YTD Gross Income employee benefit defined benefit$1,129,00021
YTD Gross Income from other retirement accounts$1,821,00029
YTD Gross Income corporate trust and agency$5,148,00010
Investment management and investment advisory agency accounts income$6,727,00029
Foundation and endowment and agency accounts income$2,791,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,997,00031
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$35,207,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$35,384,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,708,00033
YTD Gross Income employee benefit defined benefit$280,00086
YTD Gross Income from other retirement accounts$4,790,00038
YTD Gross Income corporate trust and agency$20,274,00010
Investment management and investment advisory agency accounts income$30,791,00027
Foundation and endowment and agency accounts income$19,017,00011
YTD Gross income other trust and agency accounts$8,622,0009
YTD Gross income custody and safekeeping agency accounts$12,160,00028
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$136,026,00027
YTD fiduciary expense (Dec. only)$121,137,00028
YTD fiduciary net loss (Dec. only)$884,00020
YTD fiduciary intracompany income (Dec. only)$2,915,00030
YTD net fiduciary income (Dec. only)$16,920,00045
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,844,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,228,00012
YTD Gross Income employee benefit defined benefit$2,360,00027
YTD Gross Income from other retirement accounts$4,882,00029
YTD Gross Income corporate trust and agency$15,144,00010
Investment management and investment advisory agency accounts income$20,655,00027
Foundation and endowment and agency accounts income$7,616,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,648,00031
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$100,818,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,046,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,786,00012
YTD Gross Income employee benefit defined benefit$1,496,00027
YTD Gross Income from other retirement accounts$3,289,00030
YTD Gross Income corporate trust and agency$9,742,00010
Investment management and investment advisory agency accounts income$14,312,00027
Foundation and endowment and agency accounts income$4,984,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,721,00030
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$67,073,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,111,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,356,00011
YTD Gross Income employee benefit defined benefit$757,00027
YTD Gross Income from other retirement accounts$1,592,00029
YTD Gross Income corporate trust and agency$4,276,00010
Investment management and investment advisory agency accounts income$6,885,00027
Foundation and endowment and agency accounts income$2,468,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,334,00031
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$32,056,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$28,812,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,979,00012
YTD Gross Income employee benefit defined benefit$2,775,00027
YTD Gross Income from other retirement accounts$7,560,00024
YTD Gross Income corporate trust and agency$16,076,00010
Investment management and investment advisory agency accounts income$19,275,00030
Foundation and endowment and agency accounts income$8,295,00015
YTD Gross income other trust and agency accounts$4,273,00010
YTD Gross income custody and safekeeping agency accounts$8,410,00031
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$111,455,00030
YTD fiduciary expense (Dec. only)$126,441,00026
YTD fiduciary net loss (Dec. only)$3,219,0008
YTD fiduciary intracompany income (Dec. only)$2,019,00032
YTD net fiduciary income (Dec. only)$-16,186,0005,913
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,822,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,563,00012
YTD Gross Income employee benefit defined benefit$2,192,00025
YTD Gross Income from other retirement accounts$5,154,00025
YTD Gross Income corporate trust and agency$11,462,00011
Investment management and investment advisory agency accounts income$14,570,00031
Foundation and endowment and agency accounts income$6,129,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,332,00031
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$82,386,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,713,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,587,00012
YTD Gross Income employee benefit defined benefit$1,530,00025
YTD Gross Income from other retirement accounts$3,320,00027
YTD Gross Income corporate trust and agency$7,478,00012
Investment management and investment advisory agency accounts income$9,605,00032
Foundation and endowment and agency accounts income$3,938,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,364,00033
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$54,552,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,939,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,664,00012
YTD Gross Income employee benefit defined benefit$795,00026
YTD Gross Income from other retirement accounts$1,563,00029
YTD Gross Income corporate trust and agency$3,862,00012
Investment management and investment advisory agency accounts income$4,210,00034
Foundation and endowment and agency accounts income$1,937,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,073,00032
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$26,122,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,409,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,931,00013
YTD Gross Income employee benefit defined benefit$2,793,00027
YTD Gross Income from other retirement accounts$6,792,00027
YTD Gross Income corporate trust and agency$14,639,00011
Investment management and investment advisory agency accounts income$14,228,00038
Foundation and endowment and agency accounts income$8,339,00014
YTD Gross income other trust and agency accounts$4,283,0009
YTD Gross income custody and safekeeping agency accounts$7,993,00032
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$104,407,00030
YTD fiduciary expense (Dec. only)$112,374,00025
YTD fiduciary net loss (Dec. only)$330,00028
YTD fiduciary intracompany income (Dec. only)$2,414,00025
YTD net fiduciary income (Dec. only)$-5,883,000577
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$22,364,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,771,00015
YTD Gross Income employee benefit defined benefit$3,799,00016
YTD Gross Income from other retirement accounts$5,102,00026
YTD Gross Income corporate trust and agency$11,325,00010
Investment management and investment advisory agency accounts income$11,387,00036
Foundation and endowment and agency accounts income$5,963,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,035,00034
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$79,077,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,225,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,245,00014
YTD Gross Income employee benefit defined benefit$1,617,00027
YTD Gross Income from other retirement accounts$3,289,00027
YTD Gross Income corporate trust and agency$7,143,00011
Investment management and investment advisory agency accounts income$7,987,00034
Foundation and endowment and agency accounts income$4,251,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,488,00035
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$53,344,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,191,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,946,00015
YTD Gross Income employee benefit defined benefit$788,00027
YTD Gross Income from other retirement accounts$1,573,00030
YTD Gross Income corporate trust and agency$3,334,00012
Investment management and investment advisory agency accounts income$3,945,00035
Foundation and endowment and agency accounts income$2,072,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,894,00036
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$25,886,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$28,504,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,884,00015
YTD Gross Income employee benefit defined benefit$3,203,00025
YTD Gross Income from other retirement accounts$5,831,00028
YTD Gross Income corporate trust and agency$11,480,00013
Investment management and investment advisory agency accounts income$14,028,00036
Foundation and endowment and agency accounts income$8,788,00014
YTD Gross income other trust and agency accounts$4,736,0009
YTD Gross income custody and safekeeping agency accounts$6,128,00037
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$97,582,00032
YTD fiduciary expense (Dec. only)$106,208,00026
YTD fiduciary net loss (Dec. only)$258,00031
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$-8,884,0006,509
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,903,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,303,00015
YTD Gross Income employee benefit defined benefit$2,167,00028
YTD Gross Income from other retirement accounts$4,495,00026
YTD Gross Income corporate trust and agency$8,241,00013
Investment management and investment advisory agency accounts income$10,523,00036
Foundation and endowment and agency accounts income$6,783,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,389,00036
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$72,291,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,886,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,347,00015
YTD Gross Income employee benefit defined benefit$1,420,00030
YTD Gross Income from other retirement accounts$3,034,00027
YTD Gross Income corporate trust and agency$5,177,00012
Investment management and investment advisory agency accounts income$8,466,00034
Foundation and endowment and agency accounts income$4,388,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,125,00037
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$47,747,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,386,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,613,00016
YTD Gross Income employee benefit defined benefit$711,00033
YTD Gross Income from other retirement accounts$1,354,00030
YTD Gross Income corporate trust and agency$2,413,00013
Investment management and investment advisory agency accounts income$3,756,00035
Foundation and endowment and agency accounts income$2,137,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,662,00037
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$22,439,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,486,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,581,00017
YTD Gross Income employee benefit defined benefit$2,791,00031
YTD Gross Income from other retirement accounts$4,825,00032
YTD Gross Income corporate trust and agency$9,454,00012
Investment management and investment advisory agency accounts income$13,445,00035
Foundation and endowment and agency accounts income$8,730,00013
YTD Gross income other trust and agency accounts$1,924,00014
YTD Gross income custody and safekeeping agency accounts$5,974,00037
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$84,210,00033
YTD fiduciary expense (Dec. only)$102,361,00029
YTD fiduciary net loss (Dec. only)$283,00026
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$-18,434,0006,812
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,351,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,670,00016
YTD Gross Income employee benefit defined benefit$1,939,00033
YTD Gross Income from other retirement accounts$3,503,00033
YTD Gross Income corporate trust and agency$7,029,00012
Investment management and investment advisory agency accounts income$9,761,00034
Foundation and endowment and agency accounts income$6,437,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,153,00037
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$62,305,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,553,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,812,00016
YTD Gross Income employee benefit defined benefit$1,455,00029
YTD Gross Income from other retirement accounts$2,501,00031
YTD Gross Income corporate trust and agency$4,609,00013
Investment management and investment advisory agency accounts income$6,742,00033
Foundation and endowment and agency accounts income$4,017,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,780,00037
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$41,526,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,338,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,395,00017
YTD Gross Income employee benefit defined benefit$639,00033
YTD Gross Income from other retirement accounts$1,095,00036
YTD Gross Income corporate trust and agency$2,112,00014
Investment management and investment advisory agency accounts income$3,278,00034
Foundation and endowment and agency accounts income$1,994,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,350,00038
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$19,665,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,618,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,692,00017
YTD Gross Income employee benefit defined benefit$2,321,00032
YTD Gross Income from other retirement accounts$4,221,00032
YTD Gross Income corporate trust and agency$10,288,00011
Investment management and investment advisory agency accounts income$10,825,00035
Foundation and endowment and agency accounts income$7,799,00013
YTD Gross income other trust and agency accounts$1,632,00016
YTD Gross income custody and safekeeping agency accounts$5,093,00039
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$75,489,00034
YTD fiduciary expense (Dec. only)$89,307,00029
YTD fiduciary net loss (Dec. only)$191,00037
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$-14,009,0007,082
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,362,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,430,00018
YTD Gross Income employee benefit defined benefit$1,864,00031
YTD Gross Income from other retirement accounts$3,246,00031
YTD Gross Income corporate trust and agency$7,877,00010
Investment management and investment advisory agency accounts income$7,405,00036
Foundation and endowment and agency accounts income$5,853,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,916,00038
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$56,135,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,463,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,921,00018
YTD Gross Income employee benefit defined benefit$1,335,00029
YTD Gross Income from other retirement accounts$2,176,00030
YTD Gross Income corporate trust and agency$5,177,00010
Investment management and investment advisory agency accounts income$5,148,00036
Foundation and endowment and agency accounts income$3,840,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,936,00035
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$37,792,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,986,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,991,00014
YTD Gross Income employee benefit defined benefit$565,00031
YTD Gross Income from other retirement accounts$1,054,00030
YTD Gross Income corporate trust and agency$2,620,00010
Investment management and investment advisory agency accounts income$1,216,00059
Foundation and endowment and agency accounts income$1,855,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,482,00034
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$18,148,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,876,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,848,00016
YTD Gross Income employee benefit defined benefit$2,335,00029
YTD Gross Income from other retirement accounts$3,952,00030
YTD Gross Income corporate trust and agency$7,595,00013
Investment management and investment advisory agency accounts income$8,115,00039
Foundation and endowment and agency accounts income$7,526,00012
YTD Gross income other trust and agency accounts$1,768,00018
YTD Gross income custody and safekeeping agency accounts$6,174,00033
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$72,189,00032
YTD fiduciary expense (Dec. only)$82,623,00030
YTD fiduciary net loss (Dec. only)$757,00018
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$-11,191,0007,356
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,183,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,718,00015
YTD Gross Income employee benefit defined benefit$2,030,00030
YTD Gross Income from other retirement accounts$3,008,00031
YTD Gross Income corporate trust and agency$5,439,00013
Investment management and investment advisory agency accounts income$6,697,00039
Foundation and endowment and agency accounts income$5,614,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,681,00034
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$54,638,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,278,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,672,00016
YTD Gross Income employee benefit defined benefit$1,109,00032
YTD Gross Income from other retirement accounts$2,052,00029
YTD Gross Income corporate trust and agency$3,416,00015
Investment management and investment advisory agency accounts income$5,076,00038
Foundation and endowment and agency accounts income$3,930,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,732,00034
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$37,056,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,162,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,858,00016
YTD Gross Income employee benefit defined benefit$544,00032
YTD Gross Income from other retirement accounts$1,047,00029
YTD Gross Income corporate trust and agency$1,552,00016
Investment management and investment advisory agency accounts income$2,607,00038
Foundation and endowment and agency accounts income$1,909,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,140,00036
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$18,162,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,543,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,917,00020
YTD Gross Income employee benefit defined benefit$2,169,00031
YTD Gross Income from other retirement accounts$2,195,00041
YTD Gross Income corporate trust and agency$5,264,00020
Investment management and investment advisory agency accounts income$5,791,00049
Foundation and endowment and agency accounts income$6,638,00013
YTD Gross income other trust and agency accounts$1,346,00019
YTD Gross income custody and safekeeping agency accounts$1,965,00051
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$43,828,00038
YTD fiduciary expense (Dec. only)$45,356,00041
YTD fiduciary net loss (Dec. only)$142,00044
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$-1,670,0007,647
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,335,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,019,00020
YTD Gross Income employee benefit defined benefit$1,671,00031
YTD Gross Income from other retirement accounts$1,668,00038
YTD Gross Income corporate trust and agency$3,790,00020
Investment management and investment advisory agency accounts income$4,246,00048
Foundation and endowment and agency accounts income$4,904,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,496,00051
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$32,116,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,466,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,717,00020
YTD Gross Income employee benefit defined benefit$1,020,00033
YTD Gross Income from other retirement accounts$1,173,00038
YTD Gross Income corporate trust and agency$2,608,00021
Investment management and investment advisory agency accounts income$2,585,00053
Foundation and endowment and agency accounts income$3,234,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$983,00052
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$21,435,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,010,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,618,00020
YTD Gross Income employee benefit defined benefit$529,00033
YTD Gross Income from other retirement accounts$233,00072
YTD Gross Income corporate trust and agency$1,309,00020
Investment management and investment advisory agency accounts income$1,073,00060
Foundation and endowment and agency accounts income$1,484,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$559,00050
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$10,119,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,812,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,157,00022
YTD Gross Income employee benefit defined benefit$1,988,00031
YTD Gross Income from other retirement accounts$820,00079
YTD Gross Income corporate trust and agency$6,007,00020
Investment management and investment advisory agency accounts income$7,783,00045
Foundation and endowment and agency accounts income$6,787,00012
YTD Gross income other trust and agency accounts$545,00025
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$42,899,00041
YTD fiduciary expense (Dec. only)$47,115,00040
YTD fiduciary net loss (Dec. only)$208,00039
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-4,424,0008,004
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,495,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,578,00019
YTD Gross Income employee benefit defined benefit$1,605,00031
YTD Gross Income from other retirement accounts$619,00080
YTD Gross Income corporate trust and agency$4,535,00020
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000295
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$32,083,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,087,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,349,00019
YTD Gross Income employee benefit defined benefit$1,222,00030
YTD Gross Income from other retirement accounts$408,00080
YTD Gross Income corporate trust and agency$3,102,00020
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$189,000118
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$21,488,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,655,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,694,00019
YTD Gross Income employee benefit defined benefit$485,00031
YTD Gross Income from other retirement accounts$203,00077
YTD Gross Income corporate trust and agency$1,659,00019
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$10,659,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$52,511,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$41,757,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$27,865,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,929,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$53,156,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$39,506,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$26,113,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,776,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$222,00052
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$47,745,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$35,605,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$24,004,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,147,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$2,164,00028
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$44,876,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$33,501,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$22,119,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,977,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$1,932,00027
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$39,142,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$29,084,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$19,333,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,673,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$1,413,00031
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$35,301,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$26,058,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$16,777,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,095,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$1,066,00043
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$32,501,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$827,00049
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$33,174,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$34,391,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$31,182,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$26,803,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$24,052,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$21,629,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$19,359,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$17,117,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$16,749,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$14,903,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA