Home > Bessemer Trust Company > Gross Fiduciary and Related Services Income

Bessemer Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,593,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,356,00079
YTD Gross Income employee benefit defined benefit$493,00060
YTD Gross Income from other retirement accounts$0413
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,637,000251
Foundation and endowment and agency accounts income$370,000151
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$575,000103
YTD Gross income other trust accounts$76,153,0006
Gross Fiduciary activities income$106,177,00041
YTD fiduciary expense (Dec. only)$84,211,00040
YTD fiduciary net loss (Dec. only)$16,000152
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$21,950,00053
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,966,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$971,00082
YTD Gross Income employee benefit defined benefit$354,00065
YTD Gross Income from other retirement accounts$0335
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,158,000253
Foundation and endowment and agency accounts income$264,000144
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$448,000103
YTD Gross income other trust accounts$57,793,0006
Gross Fiduciary activities income$79,954,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,168,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$637,00080
YTD Gross Income employee benefit defined benefit$234,00061
YTD Gross Income from other retirement accounts$0405
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$816,000246
Foundation and endowment and agency accounts income$163,000153
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$286,00099
YTD Gross income other trust accounts$38,235,0006
Gross Fiduciary activities income$52,539,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,949,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$300,00087
YTD Gross Income employee benefit defined benefit$112,00067
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$392,000202
Foundation and endowment and agency accounts income$78,000150
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$141,000103
YTD Gross income other trust accounts$18,798,0007
Gross Fiduciary activities income$25,770,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,200,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,159,00090
YTD Gross Income employee benefit defined benefit$461,00073
YTD Gross Income from other retirement accounts$0434
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,623,000212
Foundation and endowment and agency accounts income$324,000164
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$543,000105
YTD Gross income other trust accounts$70,741,0007
Gross Fiduciary activities income$100,051,00043
YTD fiduciary expense (Dec. only)$77,752,00043
YTD fiduciary net loss (Dec. only)$9,000153
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$22,290,00056
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,396,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$799,00096
YTD Gross Income employee benefit defined benefit$325,00072
YTD Gross Income from other retirement accounts$0353
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,139,000213
Foundation and endowment and agency accounts income$229,000163
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$365,000106
YTD Gross income other trust accounts$53,366,0007
Gross Fiduciary activities income$74,619,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,314,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$555,00085
YTD Gross Income employee benefit defined benefit$224,00063
YTD Gross Income from other retirement accounts$0392
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$778,000197
Foundation and endowment and agency accounts income$158,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$246,00093
YTD Gross income other trust accounts$37,692,0005
Gross Fiduciary activities income$51,967,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,318,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$312,00082
YTD Gross Income employee benefit defined benefit$124,00062
YTD Gross Income from other retirement accounts$0324
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$448,000180
Foundation and endowment and agency accounts income$83,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,00093
YTD Gross income other trust accounts$18,765,0003
Gross Fiduciary activities income$26,173,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$27,219,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,322,00081
YTD Gross Income employee benefit defined benefit$558,00054
YTD Gross Income from other retirement accounts$0386
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,905,000178
Foundation and endowment and agency accounts income$365,000145
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$231,000139
YTD Gross income other trust accounts$68,658,0005
Gross Fiduciary activities income$100,258,00036
YTD fiduciary expense (Dec. only)$75,993,00034
YTD fiduciary net loss (Dec. only)$15,000108
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$24,250,00041
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,488,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$966,00082
YTD Gross Income employee benefit defined benefit$414,00057
YTD Gross Income from other retirement accounts$0313
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,375,000179
Foundation and endowment and agency accounts income$250,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$178,000131
YTD Gross income other trust accounts$49,076,0005
Gross Fiduciary activities income$71,747,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,040,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$660,00082
YTD Gross Income employee benefit defined benefit$283,00055
YTD Gross Income from other retirement accounts$0375
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$941,000178
Foundation and endowment and agency accounts income$173,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$114,000140
YTD Gross income other trust accounts$31,261,0005
Gross Fiduciary activities income$46,472,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,597,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$329,00084
YTD Gross Income employee benefit defined benefit$142,00051
YTD Gross Income from other retirement accounts$0315
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$473,000176
Foundation and endowment and agency accounts income$88,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000134
YTD Gross income other trust accounts$15,385,0005
Gross Fiduciary activities income$23,072,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,604,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,720,00067
YTD Gross Income employee benefit defined benefit$949,00042
YTD Gross Income from other retirement accounts$0386
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,856,000167
Foundation and endowment and agency accounts income$336,000142
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$270,000122
YTD Gross income other trust accounts$60,940,0005
Gross Fiduciary activities income$89,675,00038
YTD fiduciary expense (Dec. only)$71,144,00035
YTD fiduciary net loss (Dec. only)$2,000160
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$18,529,00039
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,434,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,000106
YTD Gross Income employee benefit defined benefit$407,00054
YTD Gross Income from other retirement accounts$0317
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,358,000164
Foundation and endowment and agency accounts income$254,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000139
YTD Gross income other trust accounts$43,384,0005
Gross Fiduciary activities income$63,524,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,605,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$520,00090
YTD Gross Income employee benefit defined benefit$234,00059
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$840,000175
Foundation and endowment and agency accounts income$155,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000144
YTD Gross income other trust accounts$27,840,0005
Gross Fiduciary activities income$40,302,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,022,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$230,00095
YTD Gross Income employee benefit defined benefit$104,00062
YTD Gross Income from other retirement accounts$0318
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$401,000176
Foundation and endowment and agency accounts income$78,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000137
YTD Gross income other trust accounts$14,302,0005
Gross Fiduciary activities income$20,191,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,374,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,098,00086
YTD Gross Income employee benefit defined benefit$526,00057
YTD Gross Income from other retirement accounts$0374
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,991,000160
Foundation and endowment and agency accounts income$397,000124
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$214,000145
YTD Gross income other trust accounts$53,954,0005
Gross Fiduciary activities income$81,554,00037
YTD fiduciary expense (Dec. only)$69,232,00036
YTD fiduciary net loss (Dec. only)$6,000118
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$12,316,00055
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$16,733,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$776,00088
YTD Gross Income employee benefit defined benefit$371,00061
YTD Gross Income from other retirement accounts$0326
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,395,000163
Foundation and endowment and agency accounts income$284,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$171,000133
YTD Gross income other trust accounts$40,290,0005
Gross Fiduciary activities income$60,020,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,972,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$510,00089
YTD Gross Income employee benefit defined benefit$244,00063
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$925,000165
Foundation and endowment and agency accounts income$186,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000140
YTD Gross income other trust accounts$26,672,0006
Gross Fiduciary activities income$39,613,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,008,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$233,00098
YTD Gross Income employee benefit defined benefit$112,00064
YTD Gross Income from other retirement accounts$0366
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$437,000167
Foundation and endowment and agency accounts income$85,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000118
YTD Gross income other trust accounts$12,786,0006
Gross Fiduciary activities income$18,730,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,054,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$960,00097
YTD Gross Income employee benefit defined benefit$500,00067
YTD Gross Income from other retirement accounts$0445
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,916,000161
Foundation and endowment and agency accounts income$389,000123
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$410,000102
YTD Gross income other trust accounts$51,547,0006
Gross Fiduciary activities income$78,776,00040
YTD fiduciary expense (Dec. only)$67,580,00037
YTD fiduciary net loss (Dec. only)$110,00053
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$11,086,00061
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,771,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$696,00098
YTD Gross Income employee benefit defined benefit$362,00068
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,430,000162
Foundation and endowment and agency accounts income$283,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$327,00098
YTD Gross income other trust accounts$38,596,0005
Gross Fiduciary activities income$57,465,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,775,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$496,00095
YTD Gross Income employee benefit defined benefit$258,00068
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,011,000154
Foundation and endowment and agency accounts income$202,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000114
YTD Gross income other trust accounts$25,619,0005
Gross Fiduciary activities income$38,531,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,369,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$249,00090
YTD Gross Income employee benefit defined benefit$130,00069
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$517,000151
Foundation and endowment and agency accounts income$101,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000121
YTD Gross income other trust accounts$13,003,0005
Gross Fiduciary activities income$19,441,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,502,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$952,00095
YTD Gross Income employee benefit defined benefit$529,00063
YTD Gross Income from other retirement accounts$0492
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$2,202,000140
Foundation and endowment and agency accounts income$414,000108
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$395,000101
YTD Gross income other trust accounts$48,494,0005
Gross Fiduciary activities income$74,488,00038
YTD fiduciary expense (Dec. only)$65,209,00035
YTD fiduciary net loss (Dec. only)$1,000170
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$9,278,00066
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,071,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$663,00097
YTD Gross Income employee benefit defined benefit$371,00066
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,542,000147
Foundation and endowment and agency accounts income$298,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,000144
YTD Gross income other trust accounts$36,241,0005
Gross Fiduciary activities income$54,329,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,844,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$425,000103
YTD Gross Income employee benefit defined benefit$236,00068
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$968,000150
Foundation and endowment and agency accounts income$194,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$197,00097
YTD Gross income other trust accounts$23,827,0005
Gross Fiduciary activities income$35,691,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,178,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$227,00099
YTD Gross Income employee benefit defined benefit$123,00067
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$439,000157
Foundation and endowment and agency accounts income$103,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000105
YTD Gross income other trust accounts$11,567,0005
Gross Fiduciary activities income$17,720,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,754,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$819,000103
YTD Gross Income employee benefit defined benefit$472,00066
YTD Gross Income from other retirement accounts$0502
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,753,000155
Foundation and endowment and agency accounts income$396,000105
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$311,000112
YTD Gross income other trust accounts$45,222,0005
Gross Fiduciary activities income$68,727,00038
YTD fiduciary expense (Dec. only)$61,003,00034
YTD fiduciary net loss (Dec. only)$7,000125
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$7,717,00066
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,018,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$581,000107
YTD Gross Income employee benefit defined benefit$337,00068
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,266,000159
Foundation and endowment and agency accounts income$276,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$168,000139
YTD Gross income other trust accounts$33,860,0006
Gross Fiduciary activities income$50,506,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,094,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$171,000153
YTD Gross Income employee benefit defined benefit$99,00094
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$369,000247
Foundation and endowment and agency accounts income$90,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,000123
YTD Gross income other trust accounts$22,209,0006
Gross Fiduciary activities income$33,165,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,024,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000152
YTD Gross Income employee benefit defined benefit$49,00096
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$184,000246
Foundation and endowment and agency accounts income$43,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000137
YTD Gross income other trust accounts$11,185,0006
Gross Fiduciary activities income$16,629,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,346,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$321,000164
YTD Gross Income employee benefit defined benefit$203,00099
YTD Gross Income from other retirement accounts$0517
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$762,000255
Foundation and endowment and agency accounts income$180,000165
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$414,00098
YTD Gross income other trust accounts$43,398,0007
Gross Fiduciary activities income$65,624,00037
YTD fiduciary expense (Dec. only)$58,505,00033
YTD fiduciary net loss (Dec. only)$348,00027
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$6,771,00066
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,993,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$231,000162
YTD Gross Income employee benefit defined benefit$148,00097
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$542,000251
Foundation and endowment and agency accounts income$135,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$307,000100
YTD Gross income other trust accounts$32,814,0008
Gross Fiduciary activities income$49,170,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,967,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000160
YTD Gross Income employee benefit defined benefit$103,00099
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$385,000244
Foundation and endowment and agency accounts income$94,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$244,00093
YTD Gross income other trust accounts$21,938,0008
Gross Fiduciary activities income$32,893,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,060,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000157
YTD Gross Income employee benefit defined benefit$54,00096
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$210,000232
Foundation and endowment and agency accounts income$50,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,00092
YTD Gross income other trust accounts$10,789,0009
Gross Fiduciary activities income$16,371,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,446,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$327,000162
YTD Gross Income employee benefit defined benefit$225,00094
YTD Gross Income from other retirement accounts$0512
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$893,000226
Foundation and endowment and agency accounts income$322,000113
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$516,00092
YTD Gross income other trust accounts$41,609,0008
Gross Fiduciary activities income$65,338,00039
YTD fiduciary expense (Dec. only)$54,738,00036
YTD fiduciary net loss (Dec. only)$9,000123
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$10,591,00056
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,418,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,000160
YTD Gross Income employee benefit defined benefit$168,00094
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$664,000224
Foundation and endowment and agency accounts income$221,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$392,00093
YTD Gross income other trust accounts$30,901,0009
Gross Fiduciary activities income$49,004,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,030,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000153
YTD Gross Income employee benefit defined benefit$121,00088
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$494,000213
Foundation and endowment and agency accounts income$154,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$263,00095
YTD Gross income other trust accounts$20,719,0009
Gross Fiduciary activities income$32,960,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,472,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000156
YTD Gross Income employee benefit defined benefit$59,00091
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$242,000213
Foundation and endowment and agency accounts income$73,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,00098
YTD Gross income other trust accounts$10,315,0008
Gross Fiduciary activities income$16,366,00040
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
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$20,858,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$404,000144
YTD Gross Income employee benefit defined benefit$224,00094
YTD Gross Income from other retirement accounts$0504
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,074,000192
Foundation and endowment and agency accounts income$117,000185
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$470,00098
YTD Gross income other trust accounts$36,464,00010
Gross Fiduciary activities income$59,611,00042
YTD fiduciary expense (Dec. only)$49,744,00040
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$9,860,00051
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,615,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$269,000151
YTD Gross Income employee benefit defined benefit$164,00089
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$803,000190
Foundation and endowment and agency accounts income$77,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$343,00095
YTD Gross income other trust accounts$27,216,00010
Gross Fiduciary activities income$44,487,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,503,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000150
YTD Gross Income employee benefit defined benefit$107,00091
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$543,000183
Foundation and endowment and agency accounts income$50,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$226,00094
YTD Gross income other trust accounts$19,027,0009
Gross Fiduciary activities income$30,635,00040
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
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,261,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000147
YTD Gross Income employee benefit defined benefit$56,00091
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$288,000180
Foundation and endowment and agency accounts income$27,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$115,00091
YTD Gross income other trust accounts$9,267,0009
Gross Fiduciary activities income$15,108,00040
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
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,933,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$415,000148
YTD Gross Income employee benefit defined benefit$235,00091
YTD Gross Income from other retirement accounts$0487
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,242,000167
Foundation and endowment and agency accounts income$113,000178
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$466,00095
YTD Gross income other trust accounts$31,255,0008
Gross Fiduciary activities income$54,659,00042
YTD fiduciary expense (Dec. only)$50,422,00037
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$4,234,00078
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,474,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$278,000148
YTD Gross Income employee benefit defined benefit$171,00093
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$921,000171
Foundation and endowment and agency accounts income$60,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$359,00091
YTD Gross income other trust accounts$23,451,0009
Gross Fiduciary activities income$40,714,00041
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
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,519,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$203,000145
YTD Gross Income employee benefit defined benefit$120,00090
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$668,000163
Foundation and endowment and agency accounts income$43,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$245,00089
YTD Gross income other trust accounts$15,917,0009
Gross Fiduciary activities income$27,715,00040
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
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$5,512,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000141
YTD Gross Income employee benefit defined benefit$64,00082
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$366,000150
Foundation and endowment and agency accounts income$12,000205
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,00088
YTD Gross income other trust accounts$7,815,0009
Gross Fiduciary activities income$14,000,00041
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
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$23,222,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$458,000139
YTD Gross Income employee benefit defined benefit$265,00085
YTD Gross Income from other retirement accounts$0494
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$2,901,00086
Foundation and endowment and agency accounts income$59,000217
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$451,00094
YTD Gross income other trust accounts$24,936,00011
Gross Fiduciary activities income$52,292,00035
YTD fiduciary expense (Dec. only)$51,747,00038
YTD fiduciary net loss (Dec. only)$25,000101
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$520,000274
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$18,067,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$324,000140
YTD Gross Income employee benefit defined benefit$205,00082
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,079,00090
Foundation and endowment and agency accounts income$46,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$339,00097
YTD Gross income other trust accounts$18,840,00010
Gross Fiduciary activities income$39,900,00036
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
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$12,223,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$230,000140
YTD Gross Income employee benefit defined benefit$144,00080
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,415,00092
Foundation and endowment and agency accounts income$34,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$232,00094
YTD Gross income other trust accounts$12,599,00010
Gross Fiduciary activities income$26,877,00035
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
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,995,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000139
YTD Gross Income employee benefit defined benefit$72,00085
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$699,00091
Foundation and endowment and agency accounts income$17,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000100
YTD Gross income other trust accounts$6,172,00012
Gross Fiduciary activities income$13,181,00036
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
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$24,952,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$505,000137
YTD Gross Income employee benefit defined benefit$303,00081
YTD Gross Income from other retirement accounts$0493
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$2,726,00087
Foundation and endowment and agency accounts income$69,000203
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$420,000105
YTD Gross income other trust accounts$20,438,00013
Gross Fiduciary activities income$49,413,00036
YTD fiduciary expense (Dec. only)$53,972,00039
YTD fiduciary net loss (Dec. only)$-142,0007,655
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$-4,417,0007,655
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$19,772,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000273
YTD Gross Income employee benefit defined benefit$106,000103
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$2,103,00082
Foundation and endowment and agency accounts income$163,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,000124
YTD Gross income other trust accounts$14,726,00013
Gross Fiduciary activities income$37,085,00036
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
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$13,391,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000279
YTD Gross Income employee benefit defined benefit$64,000110
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,274,00090
Foundation and endowment and agency accounts income$17,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$198,000103
YTD Gross income other trust accounts$9,798,00012
Gross Fiduciary activities income$24,755,00036
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
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$6,638,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000282
YTD Gross Income employee benefit defined benefit$34,000106
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$644,00086
Foundation and endowment and agency accounts income$9,000194
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000104
YTD Gross income other trust accounts$4,171,00013
Gross Fiduciary activities income$11,610,00037
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
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$24,945,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$518,000123
YTD Gross Income employee benefit defined benefit$258,00083
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,315,00091
Foundation and endowment and agency accounts income$38,000216
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$439,000105
YTD Gross income other trust accounts$16,206,00012
Gross Fiduciary activities income$44,719,00040
YTD fiduciary expense (Dec. only)$50,839,00039
YTD fiduciary net loss (Dec. only)$181,00040
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-6,301,0008,007
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$18,058,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$361,000126
YTD Gross Income employee benefit defined benefit$175,00082
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
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$350,000102
YTD Gross income other trust accounts$12,102,00013
Gross Fiduciary activities income$32,711,00041
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
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$11,699,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$231,000129
YTD Gross Income employee benefit defined benefit$106,00088
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
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$228,000107
YTD Gross income other trust accounts$8,000,00015
Gross Fiduciary activities income$21,480,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,121,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000127
YTD Gross Income employee benefit defined benefit$51,00088
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
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$128,00099
YTD Gross income other trust accounts$3,925,00014
Gross Fiduciary activities income$10,942,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$54,758,00041
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$42,662,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
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$28,433,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
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$14,124,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$58,373,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$42,925,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$28,430,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,928,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$55,365,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$41,313,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$27,659,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$13,669,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$55,225,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
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$42,315,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
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$28,293,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$14,204,00051
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$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$60,925,00047
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$45,269,00047
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$30,004,00047
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$14,880,00047
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$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$55,143,00048
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$40,965,00048
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$27,047,00048
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$13,458,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$55,276,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$56,594,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$73,735,00040
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$51,578,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$43,382,00060
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$36,393,00064
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$28,848,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$25,928,00079
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$25,973,00081
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$24,247,00085
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$25,209,00085
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