Home > Bank of America > Gross Fiduciary and Related Services Income

Bank of America, Gross Fiduciary and Related Services Income

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$166,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00018
YTD Gross Income employee benefit defined benefit$6,000,0005
YTD Gross Income from other retirement accounts$78,000,0002
YTD Gross Income corporate trust and agency$3,000,00015
Investment management and investment advisory agency accounts income$261,000,0003
Foundation and endowment and agency accounts income$69,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000,0009
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$604,000,0006
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$4,000,0007
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$659,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00023
YTD Gross Income employee benefit defined benefit$23,000,0006
YTD Gross Income from other retirement accounts$306,000,0002
YTD Gross Income corporate trust and agency$11,000,00016
Investment management and investment advisory agency accounts income$991,000,0003
Foundation and endowment and agency accounts income$273,000,0001
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$70,000,00011
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$2,341,000,0006
YTD fiduciary expense (Dec. only)$1,412,000,0006
YTD fiduciary net loss (Dec. only)$12,000,0008
YTD fiduciary intracompany income (Dec. only)$8,000,00017
YTD net fiduciary income (Dec. only)$925,000,0005
Memoranda:
YTD foreign offices total gross fiduciary income$14,000,0007
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$489,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00023
YTD Gross Income employee benefit defined benefit$18,000,0006
YTD Gross Income from other retirement accounts$227,000,0002
YTD Gross Income corporate trust and agency$8,000,00016
Investment management and investment advisory agency accounts income$731,000,0003
Foundation and endowment and agency accounts income$203,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000,00011
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$1,735,000,0006
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$11,000,0007
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$320,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00023
YTD Gross Income employee benefit defined benefit$12,000,0006
YTD Gross Income from other retirement accounts$149,000,0002
YTD Gross Income corporate trust and agency$5,000,00018
Investment management and investment advisory agency accounts income$477,000,0003
Foundation and endowment and agency accounts income$133,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000,00011
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,136,000,0006
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$7,000,0007
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$157,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00021
YTD Gross Income employee benefit defined benefit$6,000,0006
YTD Gross Income from other retirement accounts$73,000,0002
YTD Gross Income corporate trust and agency$3,000,00017
Investment management and investment advisory agency accounts income$231,000,0003
Foundation and endowment and agency accounts income$65,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000,00011
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$555,000,0006
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$3,000,0007
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$591,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00019
YTD Gross Income employee benefit defined benefit$25,000,0006
YTD Gross Income from other retirement accounts$255,000,0002
YTD Gross Income corporate trust and agency$12,000,00018
Investment management and investment advisory agency accounts income$841,000,0003
Foundation and endowment and agency accounts income$230,000,0001
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$61,000,00011
YTD Gross income other trust accounts$1,000,00050
Gross Fiduciary activities income$2,024,000,0006
YTD fiduciary expense (Dec. only)$1,487,000,0006
YTD fiduciary net loss (Dec. only)$12,000,0009
YTD fiduciary intracompany income (Dec. only)$33,000,00011
YTD net fiduciary income (Dec. only)$558,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$13,000,0007
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$436,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00020
YTD Gross Income employee benefit defined benefit$18,000,0006
YTD Gross Income from other retirement accounts$187,000,0002
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$623,000,0003
Foundation and endowment and agency accounts income$171,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000,00016
YTD Gross income other trust accounts$1,000,00047
Gross Fiduciary activities income$1,465,000,0006
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$10,000,0007
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$288,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00018
YTD Gross Income employee benefit defined benefit$13,000,0006
YTD Gross Income from other retirement accounts$122,000,0002
YTD Gross Income corporate trust and agency$7,000,00015
Investment management and investment advisory agency accounts income$411,000,0003
Foundation and endowment and agency accounts income$113,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000,00011
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$989,000,0006
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$7,000,0007
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$148,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00018
YTD Gross Income employee benefit defined benefit$6,000,0006
YTD Gross Income from other retirement accounts$64,000,0002
YTD Gross Income corporate trust and agency$4,000,00014
Investment management and investment advisory agency accounts income$211,000,0003
Foundation and endowment and agency accounts income$58,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000,00011
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$508,000,0005
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$3,000,0007
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$599,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00018
YTD Gross Income employee benefit defined benefit$24,000,0006
YTD Gross Income from other retirement accounts$232,000,0002
YTD Gross Income corporate trust and agency$14,000,00015
Investment management and investment advisory agency accounts income$804,000,0003
Foundation and endowment and agency accounts income$232,000,0001
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$58,000,00012
YTD Gross income other trust accounts$14,000,00015
Gross Fiduciary activities income$1,985,000,0005
YTD fiduciary expense (Dec. only)$1,398,000,0007
YTD fiduciary net loss (Dec. only)$15,000,0007
YTD fiduciary intracompany income (Dec. only)$28,000,00012
YTD net fiduciary income (Dec. only)$600,000,0007
Memoranda:
YTD foreign offices total gross fiduciary income$15,000,0007
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$442,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00019
YTD Gross Income employee benefit defined benefit$19,000,0007
YTD Gross Income from other retirement accounts$170,000,0002
YTD Gross Income corporate trust and agency$9,000,00017
Investment management and investment advisory agency accounts income$597,000,0003
Foundation and endowment and agency accounts income$174,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000,00012
YTD Gross income other trust accounts$11,000,00014
Gross Fiduciary activities income$1,472,000,0006
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$10,000,0007
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$294,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00019
YTD Gross Income employee benefit defined benefit$12,000,0007
YTD Gross Income from other retirement accounts$111,000,0002
YTD Gross Income corporate trust and agency$6,000,00018
Investment management and investment advisory agency accounts income$395,000,0003
Foundation and endowment and agency accounts income$115,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000,00012
YTD Gross income other trust accounts$7,000,00014
Gross Fiduciary activities income$973,000,0006
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$7,000,0007
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$146,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00020
YTD Gross Income employee benefit defined benefit$6,000,0007
YTD Gross Income from other retirement accounts$54,000,0003
YTD Gross Income corporate trust and agency$3,000,00017
Investment management and investment advisory agency accounts income$194,000,0003
Foundation and endowment and agency accounts income$56,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000,00012
YTD Gross income other trust accounts$4,000,00014
Gross Fiduciary activities income$479,000,0005
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$4,000,0007
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$628,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00020
YTD Gross Income employee benefit defined benefit$28,000,0007
YTD Gross Income from other retirement accounts$217,000,0002
YTD Gross Income corporate trust and agency$14,000,00014
Investment management and investment advisory agency accounts income$785,000,0003
Foundation and endowment and agency accounts income$234,000,0001
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$58,000,00012
YTD Gross income other trust accounts$18,000,00013
Gross Fiduciary activities income$1,990,000,0005
YTD fiduciary expense (Dec. only)$1,406,000,0007
YTD fiduciary net loss (Dec. only)$53,000,0002
YTD fiduciary intracompany income (Dec. only)$33,000,00012
YTD net fiduciary income (Dec. only)$564,000,0008
Memoranda:
YTD foreign offices total gross fiduciary income$14,000,0007
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$471,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00020
YTD Gross Income employee benefit defined benefit$22,000,0007
YTD Gross Income from other retirement accounts$161,000,0002
YTD Gross Income corporate trust and agency$11,000,00014
Investment management and investment advisory agency accounts income$586,000,0003
Foundation and endowment and agency accounts income$176,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000,00013
YTD Gross income other trust accounts$14,000,00013
Gross Fiduciary activities income$1,490,000,0005
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$11,000,0007
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$314,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00020
YTD Gross Income employee benefit defined benefit$14,000,0007
YTD Gross Income from other retirement accounts$106,000,0002
YTD Gross Income corporate trust and agency$7,000,00015
Investment management and investment advisory agency accounts income$388,000,0003
Foundation and endowment and agency accounts income$118,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000,00013
YTD Gross income other trust accounts$10,000,00012
Gross Fiduciary activities income$990,000,0006
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$8,000,0007
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$160,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00020
YTD Gross Income employee benefit defined benefit$7,000,0007
YTD Gross Income from other retirement accounts$53,000,0003
YTD Gross Income corporate trust and agency$4,000,00013
Investment management and investment advisory agency accounts income$194,000,0003
Foundation and endowment and agency accounts income$59,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000,00012
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$494,000,0006
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$4,000,0007
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$632,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00019
YTD Gross Income employee benefit defined benefit$26,000,0007
YTD Gross Income from other retirement accounts$184,000,0003
YTD Gross Income corporate trust and agency$11,000,00018
Investment management and investment advisory agency accounts income$720,000,0003
Foundation and endowment and agency accounts income$221,000,0001
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$50,000,00013
YTD Gross income other trust accounts$1,000,00049
Gross Fiduciary activities income$1,853,000,0006
YTD fiduciary expense (Dec. only)$1,432,000,0006
YTD fiduciary net loss (Dec. only)$42,000,0002
YTD fiduciary intracompany income (Dec. only)$48,000,00011
YTD net fiduciary income (Dec. only)$427,000,0008
Memoranda:
YTD foreign offices total gross fiduciary income$11,000,0007
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$473,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00019
YTD Gross Income employee benefit defined benefit$19,000,0007
YTD Gross Income from other retirement accounts$134,000,0003
YTD Gross Income corporate trust and agency$7,000,00018
Investment management and investment advisory agency accounts income$531,000,0003
Foundation and endowment and agency accounts income$164,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000,00014
YTD Gross income other trust accounts$1,000,00041
Gross Fiduciary activities income$1,371,000,0006
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$8,000,0007
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$315,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00019
YTD Gross Income employee benefit defined benefit$13,000,0007
YTD Gross Income from other retirement accounts$87,000,0003
YTD Gross Income corporate trust and agency$5,000,00017
Investment management and investment advisory agency accounts income$350,000,0003
Foundation and endowment and agency accounts income$109,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000,00014
YTD Gross income other trust accounts$1,000,00033
Gross Fiduciary activities income$908,000,0006
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$5,000,0007
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$157,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00017
YTD Gross Income employee benefit defined benefit$6,000,0007
YTD Gross Income from other retirement accounts$42,000,0003
YTD Gross Income corporate trust and agency$3,000,00014
Investment management and investment advisory agency accounts income$173,000,0003
Foundation and endowment and agency accounts income$52,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000,00014
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$447,000,0006
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$3,000,0007
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$645,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,00018
YTD Gross Income employee benefit defined benefit$24,000,0007
YTD Gross Income from other retirement accounts$155,000,0003
YTD Gross Income corporate trust and agency$13,000,00014
Investment management and investment advisory agency accounts income$683,000,0003
Foundation and endowment and agency accounts income$188,000,0001
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$50,000,00014
YTD Gross income other trust accounts$1,000,00045
Gross Fiduciary activities income$1,767,000,0006
YTD fiduciary expense (Dec. only)$1,456,000,0006
YTD fiduciary net loss (Dec. only)$29,000,0005
YTD fiduciary intracompany income (Dec. only)$53,000,00010
YTD net fiduciary income (Dec. only)$335,000,0008
Memoranda:
YTD foreign offices total gross fiduciary income$9,000,0007
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$487,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00017
YTD Gross Income employee benefit defined benefit$18,000,0007
YTD Gross Income from other retirement accounts$115,000,0003
YTD Gross Income corporate trust and agency$11,000,00012
Investment management and investment advisory agency accounts income$510,000,0003
Foundation and endowment and agency accounts income$141,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000,00014
YTD Gross income other trust accounts$1,000,00036
Gross Fiduciary activities income$1,326,000,0006
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$7,000,0007
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$327,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00018
YTD Gross Income employee benefit defined benefit$12,000,0007
YTD Gross Income from other retirement accounts$77,000,0003
YTD Gross Income corporate trust and agency$9,000,00010
Investment management and investment advisory agency accounts income$336,000,0003
Foundation and endowment and agency accounts income$95,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000,00014
YTD Gross income other trust accounts$1,000,00031
Gross Fiduciary activities income$887,000,0006
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$5,000,0007
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$164,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00019
YTD Gross Income employee benefit defined benefit$6,000,0007
YTD Gross Income from other retirement accounts$38,000,0003
YTD Gross Income corporate trust and agency$4,000,00011
Investment management and investment advisory agency accounts income$168,000,0003
Foundation and endowment and agency accounts income$47,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000,00014
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$442,000,0006
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$2,000,0007
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$681,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000,00018
YTD Gross Income employee benefit defined benefit$25,000,0007
YTD Gross Income from other retirement accounts$144,000,0003
YTD Gross Income corporate trust and agency$11,000,00015
Investment management and investment advisory agency accounts income$677,000,0003
Foundation and endowment and agency accounts income$199,000,0001
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$52,000,00013
YTD Gross income other trust accounts$1,000,00046
Gross Fiduciary activities income$1,799,000,0006
YTD fiduciary expense (Dec. only)$1,439,000,0007
YTD fiduciary net loss (Dec. only)$13,000,0005
YTD fiduciary intracompany income (Dec. only)$32,000,00010
YTD net fiduciary income (Dec. only)$379,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$9,000,0007
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$516,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000,00019
YTD Gross Income employee benefit defined benefit$19,000,0007
YTD Gross Income from other retirement accounts$108,000,0003
YTD Gross Income corporate trust and agency$7,000,00016
Investment management and investment advisory agency accounts income$509,000,0003
Foundation and endowment and agency accounts income$151,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000,00014
YTD Gross income other trust accounts$1,000,00037
Gross Fiduciary activities income$1,355,000,0006
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$7,000,0007
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$349,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00019
YTD Gross Income employee benefit defined benefit$13,000,0008
YTD Gross Income from other retirement accounts$71,000,0003
YTD Gross Income corporate trust and agency$4,000,00016
Investment management and investment advisory agency accounts income$339,000,0003
Foundation and endowment and agency accounts income$101,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000,00013
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$907,000,0006
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$4,000,0007
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$173,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00019
YTD Gross Income employee benefit defined benefit$7,000,0007
YTD Gross Income from other retirement accounts$35,000,0003
YTD Gross Income corporate trust and agency$2,000,00016
Investment management and investment advisory agency accounts income$167,000,0003
Foundation and endowment and agency accounts income$47,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000,00013
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$446,000,0006
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$2,000,0007
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$707,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000,00019
YTD Gross Income employee benefit defined benefit$24,000,0008
YTD Gross Income from other retirement accounts$129,000,0003
YTD Gross Income corporate trust and agency$8,000,00016
Investment management and investment advisory agency accounts income$649,000,0003
Foundation and endowment and agency accounts income$196,000,0001
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$51,000,00013
YTD Gross income other trust accounts$1,000,00044
Gross Fiduciary activities income$1,774,000,0005
YTD fiduciary expense (Dec. only)$1,460,000,0007
YTD fiduciary net loss (Dec. only)$46,000,0001
YTD fiduciary intracompany income (Dec. only)$26,000,00010
YTD net fiduciary income (Dec. only)$294,000,0007
Memoranda:
YTD foreign offices total gross fiduciary income$10,000,0007
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$533,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000,00019
YTD Gross Income employee benefit defined benefit$18,000,0008
YTD Gross Income from other retirement accounts$95,000,0003
YTD Gross Income corporate trust and agency$6,000,00016
Investment management and investment advisory agency accounts income$481,000,0003
Foundation and endowment and agency accounts income$150,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000,00013
YTD Gross income other trust accounts$1,000,00042
Gross Fiduciary activities income$1,329,000,0005
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$8,000,0007
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$357,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000,00019
YTD Gross Income employee benefit defined benefit$13,000,0008
YTD Gross Income from other retirement accounts$62,000,0003
YTD Gross Income corporate trust and agency$5,000,00013
Investment management and investment advisory agency accounts income$316,000,0003
Foundation and endowment and agency accounts income$102,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000,00013
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$885,000,0005
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$6,000,0007
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$179,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00021
YTD Gross Income employee benefit defined benefit$6,000,0008
YTD Gross Income from other retirement accounts$30,000,0003
YTD Gross Income corporate trust and agency$3,000,00011
Investment management and investment advisory agency accounts income$154,000,0003
Foundation and endowment and agency accounts income$48,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000,00014
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$434,000,0005
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$3,000,0007
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$686,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000,00021
YTD Gross Income employee benefit defined benefit$22,000,0008
YTD Gross Income from other retirement accounts$113,000,0003
YTD Gross Income corporate trust and agency$6,000,00016
Investment management and investment advisory agency accounts income$569,000,0003
Foundation and endowment and agency accounts income$197,000,0001
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$49,000,00015
YTD Gross income other trust accounts$1,000,00042
Gross Fiduciary activities income$1,652,000,0006
YTD fiduciary expense (Dec. only)$1,398,000,0007
YTD fiduciary net loss (Dec. only)$48,000,0001
YTD fiduciary intracompany income (Dec. only)$25,000,0009
YTD net fiduciary income (Dec. only)$231,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$8,000,0007
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$523,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000,00020
YTD Gross Income employee benefit defined benefit$17,000,0007
YTD Gross Income from other retirement accounts$82,000,0003
YTD Gross Income corporate trust and agency$7,000,00013
Investment management and investment advisory agency accounts income$444,000,0003
Foundation and endowment and agency accounts income$116,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000,00014
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,233,000,0006
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$7,000,0007
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$352,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000,00019
YTD Gross Income employee benefit defined benefit$11,000,0007
YTD Gross Income from other retirement accounts$54,000,0003
YTD Gross Income corporate trust and agency$5,000,00011
Investment management and investment advisory agency accounts income$294,000,0003
Foundation and endowment and agency accounts income$78,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000,00014
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$824,000,0007
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$5,000,0007
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$170,000,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00021
YTD Gross Income employee benefit defined benefit$6,000,0007
YTD Gross Income from other retirement accounts$27,000,0003
YTD Gross Income corporate trust and agency$3,000,00011
Investment management and investment advisory agency accounts income$143,000,0003
Foundation and endowment and agency accounts income$38,000,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000,00014
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$402,000,0007
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$2,000,0007
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$677,802,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,799,00019
YTD Gross Income employee benefit defined benefit$21,466,0008
YTD Gross Income from other retirement accounts$101,064,0002
YTD Gross Income corporate trust and agency$8,245,00015
Investment management and investment advisory agency accounts income$540,404,0003
Foundation and endowment and agency accounts income$143,206,0001
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$43,838,00015
YTD Gross income other trust accounts$1,130,00038
Gross Fiduciary activities income$1,548,954,0006
YTD fiduciary expense (Dec. only)$1,386,214,0007
YTD fiduciary net loss (Dec. only)$38,559,0003
YTD fiduciary intracompany income (Dec. only)$26,402,00010
YTD net fiduciary income (Dec. only)$150,583,0008
Memoranda:
YTD foreign offices total gross fiduciary income$6,840,0009
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$484,916,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,385,00016
YTD Gross Income employee benefit defined benefit$15,393,0008
YTD Gross Income from other retirement accounts$65,355,0004
YTD Gross Income corporate trust and agency$4,069,00017
Investment management and investment advisory agency accounts income$387,023,0003
Foundation and endowment and agency accounts income$91,577,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,683,00014
YTD Gross income other trust accounts$721,00039
Gross Fiduciary activities income$1,090,122,0007
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$2,730,0009
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$327,531,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,395,00016
YTD Gross Income employee benefit defined benefit$10,343,0008
YTD Gross Income from other retirement accounts$43,202,0004
YTD Gross Income corporate trust and agency$1,857,00018
Investment management and investment advisory agency accounts income$257,633,0003
Foundation and endowment and agency accounts income$62,266,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,125,00014
YTD Gross income other trust accounts$463,00043
Gross Fiduciary activities income$728,815,0007
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$1,862,0009
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$155,723,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,769,00015
YTD Gross Income employee benefit defined benefit$5,274,0007
YTD Gross Income from other retirement accounts$21,436,0004
YTD Gross Income corporate trust and agency$725,00021
Investment management and investment advisory agency accounts income$126,761,0003
Foundation and endowment and agency accounts income$30,779,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,481,00014
YTD Gross income other trust accounts$229,00039
Gross Fiduciary activities income$354,177,0007
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$665,018,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,186,00013
YTD Gross Income employee benefit defined benefit$22,344,0008
YTD Gross Income from other retirement accounts$85,412,0004
YTD Gross Income corporate trust and agency$3,088,00018
Investment management and investment advisory agency accounts income$511,778,0002
Foundation and endowment and agency accounts income$129,326,0001
YTD Gross income other trust and agency accounts$31,00094
YTD Gross income custody and safekeeping agency accounts$42,070,00013
YTD Gross income other trust accounts$1,840,00033
Gross Fiduciary activities income$1,479,093,0006
YTD fiduciary expense (Dec. only)$1,326,786,0006
YTD fiduciary net loss (Dec. only)$17,565,0004
YTD fiduciary intracompany income (Dec. only)$32,802,0009
YTD net fiduciary income (Dec. only)$167,544,0009
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$502,069,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,945,00013
YTD Gross Income employee benefit defined benefit$17,319,0008
YTD Gross Income from other retirement accounts$64,259,0004
YTD Gross Income corporate trust and agency$2,002,00018
Investment management and investment advisory agency accounts income$387,147,0002
Foundation and endowment and agency accounts income$98,843,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,487,00013
YTD Gross income other trust accounts$1,631,00033
Gross Fiduciary activities income$1,119,736,0006
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$341,653,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,649,00014
YTD Gross Income employee benefit defined benefit$11,472,0008
YTD Gross Income from other retirement accounts$42,726,0003
YTD Gross Income corporate trust and agency$1,305,00019
Investment management and investment advisory agency accounts income$258,200,0002
Foundation and endowment and agency accounts income$67,403,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,147,00012
YTD Gross income other trust accounts$1,404,00029
Gross Fiduciary activities income$755,990,0006
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$162,335,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,787,00014
YTD Gross Income employee benefit defined benefit$5,597,0008
YTD Gross Income from other retirement accounts$20,865,0004
YTD Gross Income corporate trust and agency$644,00023
Investment management and investment advisory agency accounts income$125,348,0002
Foundation and endowment and agency accounts income$32,484,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,658,00013
YTD Gross income other trust accounts$1,126,00024
Gross Fiduciary activities income$363,879,0006
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$668,717,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,100,0009
YTD Gross Income employee benefit defined benefit$20,747,0008
YTD Gross Income from other retirement accounts$76,270,0003
YTD Gross Income corporate trust and agency$58,580,0007
Investment management and investment advisory agency accounts income$474,483,0002
Foundation and endowment and agency accounts income$119,453,0001
YTD Gross income other trust and agency accounts$120,00054
YTD Gross income custody and safekeeping agency accounts$42,916,00012
YTD Gross income other trust accounts$8,256,00019
Gross Fiduciary activities income$1,505,642,0007
YTD fiduciary expense (Dec. only)$1,406,802,0004
YTD fiduciary net loss (Dec. only)$111,362,0001
YTD fiduciary intracompany income (Dec. only)$91,684,0007
YTD net fiduciary income (Dec. only)$79,162,00012
Memoranda:
YTD foreign offices total gross fiduciary income$1,00010
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$495,921,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,592,0007
YTD Gross Income employee benefit defined benefit$15,351,0009
YTD Gross Income from other retirement accounts$55,933,0003
YTD Gross Income corporate trust and agency$43,420,0007
Investment management and investment advisory agency accounts income$352,047,0002
Foundation and endowment and agency accounts income$88,833,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,567,00012
YTD Gross income other trust accounts$6,594,00018
Gross Fiduciary activities income$1,119,363,0007
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$1,00010
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$342,794,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,058,0007
YTD Gross Income employee benefit defined benefit$10,390,0008
YTD Gross Income from other retirement accounts$36,434,0003
YTD Gross Income corporate trust and agency$29,328,0007
Investment management and investment advisory agency accounts income$237,463,0002
Foundation and endowment and agency accounts income$60,640,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,985,00012
YTD Gross income other trust accounts$4,483,00020
Gross Fiduciary activities income$763,630,0007
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$1,00010
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$165,400,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,176,0007
YTD Gross Income employee benefit defined benefit$5,289,00010
YTD Gross Income from other retirement accounts$18,022,0004
YTD Gross Income corporate trust and agency$15,342,0007
Investment management and investment advisory agency accounts income$118,150,0002
Foundation and endowment and agency accounts income$27,954,0001
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,537,00012
YTD Gross income other trust accounts$2,375,00019
Gross Fiduciary activities income$373,245,0007
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$1,00010
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$718,757,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,422,0005
YTD Gross Income employee benefit defined benefit$19,599,00010
YTD Gross Income from other retirement accounts$66,318,0003
YTD Gross Income corporate trust and agency$56,044,0008
Investment management and investment advisory agency accounts income$472,207,0001
Foundation and endowment and agency accounts income$33,098,0002
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$47,019,00012
YTD Gross income other trust accounts$6,237,00022
Gross Fiduciary activities income$1,468,701,0006
YTD fiduciary expense (Dec. only)$1,487,447,0004
YTD fiduciary net loss (Dec. only)$73,825,0002
YTD fiduciary intracompany income (Dec. only)$140,250,0005
YTD net fiduciary income (Dec. only)$47,679,00019
Memoranda:
YTD foreign offices total gross fiduciary income$1,00010
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$520,113,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,385,00026
YTD Gross Income employee benefit defined benefit$13,567,00011
YTD Gross Income from other retirement accounts$39,375,0004
YTD Gross Income corporate trust and agency$41,381,0008
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$32,442,00011
YTD Gross income other trust accounts$4,886,00023
Gross Fiduciary activities income$984,520,0006
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$1,00010
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$343,725,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,981,00028
YTD Gross Income employee benefit defined benefit$8,762,00011
YTD Gross Income from other retirement accounts$24,983,0004
YTD Gross Income corporate trust and agency$41,320,0008
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$23,954,00011
YTD Gross income other trust accounts$4,642,00018
Gross Fiduciary activities income$669,397,0006
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$1,00010
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$164,367,0001
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,568,00029
YTD Gross Income employee benefit defined benefit$4,272,00011
YTD Gross Income from other retirement accounts$12,672,0004
YTD Gross Income corporate trust and agency$21,308,0008
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$11,513,00011
YTD Gross income other trust accounts$2,602,00016
Gross Fiduciary activities income$326,928,0005
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$1,00010
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$224,00053
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,643,154,0006
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$1,162,328,0006
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$797,292,0006
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$403,298,0006
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$1,151,676,0006
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$866,204,0006
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$584,144,0006
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$282,377,0006
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$8,000148
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,208,677,0006
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$855,141,0006
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$631,314,0006
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$303,885,0006
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$3,279,00025
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,192,089,0005
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$899,547,0005
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$605,382,0005
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$171,858,0009
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$980,00036
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$686,279,0009
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$519,739,0009
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$358,715,0008
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$168,274,0009
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$1,122,00036
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$647,303,0008
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$488,358,0007
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$335,000,0006
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$158,000,0007
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$1,000,00046
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$704,000,0006
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$2,000,00032
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$796,000,0006
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$1,090,000,0004
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$1,018,000,0004
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$271,000,00016
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$241,000,00015
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$113,000,00024
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$141,000,00016
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$165,000,00012
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$201,000,00011
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$146,000,00012
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