2024-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $53,000,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 350 |
YTD Gross Income employee benefit defined benefit | $0 | 193 |
YTD Gross Income from other retirement accounts | $2,000,000 | 65 |
YTD Gross Income corporate trust and agency | $4,000,000 | 21 |
Investment management and investment advisory agency accounts income | $145,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 32 |
YTD Gross income other trust and agency accounts | $41,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $810,000,000 | 5 |
YTD Gross income other trust accounts | $284,000,000 | 2 |
Gross Fiduciary activities income | $1,342,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $817,000,000 | 3 |
2024-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $26,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 257 |
YTD Gross Income employee benefit defined benefit | $0 | 220 |
YTD Gross Income from other retirement accounts | $1,000,000 | 63 |
YTD Gross Income corporate trust and agency | $2,000,000 | 20 |
Investment management and investment advisory agency accounts income | $73,000,000 | 53 |
Foundation and endowment and agency accounts income | $1,000,000 | 38 |
YTD Gross income other trust and agency accounts | $22,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $375,000,000 | 5 |
YTD Gross income other trust accounts | $162,000,000 | 1 |
Gross Fiduciary activities income | $662,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $402,000,000 | 3 |
2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $102,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 319 |
YTD Gross Income employee benefit defined benefit | $0 | 242 |
YTD Gross Income from other retirement accounts | $3,000,000 | 73 |
YTD Gross Income corporate trust and agency | $13,000,000 | 18 |
Investment management and investment advisory agency accounts income | $263,000,000 | 31 |
Foundation and endowment and agency accounts income | $5,000,000 | 31 |
YTD Gross income other trust and agency accounts | $83,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,549,000,000 | 5 |
YTD Gross income other trust accounts | $403,000,000 | 3 |
Gross Fiduciary activities income | $2,421,000,000 | 5 |
YTD fiduciary expense (Dec. only) | $938,000,000 | 10 |
YTD fiduciary net loss (Dec. only) | $0 | 213 |
YTD fiduciary intracompany income (Dec. only) | $26,000,000 | 20 |
YTD net fiduciary income (Dec. only) | $1,509,000,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,550,000,000 | 3 |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $76,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 262 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $2,000,000 | 77 |
YTD Gross Income corporate trust and agency | $10,000,000 | 19 |
Investment management and investment advisory agency accounts income | $194,000,000 | 37 |
Foundation and endowment and agency accounts income | $4,000,000 | 29 |
YTD Gross income other trust and agency accounts | $65,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,203,000,000 | 5 |
YTD Gross income other trust accounts | $283,000,000 | 3 |
Gross Fiduciary activities income | $1,837,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,170,000,000 | 3 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $50,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 306 |
YTD Gross Income employee benefit defined benefit | $0 | 231 |
YTD Gross Income from other retirement accounts | $1,000,000 | 96 |
YTD Gross Income corporate trust and agency | $8,000,000 | 15 |
Investment management and investment advisory agency accounts income | $126,000,000 | 44 |
Foundation and endowment and agency accounts income | $2,000,000 | 35 |
YTD Gross income other trust and agency accounts | $47,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $828,000,000 | 5 |
YTD Gross income other trust accounts | $166,000,000 | 3 |
Gross Fiduciary activities income | $1,228,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $773,000,000 | 3 |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $25,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 262 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $1,000,000 | 61 |
YTD Gross Income corporate trust and agency | $4,000,000 | 16 |
Investment management and investment advisory agency accounts income | $62,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 39 |
YTD Gross income other trust and agency accounts | $18,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $398,000,000 | 5 |
YTD Gross income other trust accounts | $74,000,000 | 3 |
Gross Fiduciary activities income | $583,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $376,000,000 | 3 |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $106,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 334 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $3,000,000 | 75 |
YTD Gross Income corporate trust and agency | $19,000,000 | 16 |
Investment management and investment advisory agency accounts income | $257,000,000 | 11 |
Foundation and endowment and agency accounts income | $5,000,000 | 33 |
YTD Gross income other trust and agency accounts | $61,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,691,000,000 | 5 |
YTD Gross income other trust accounts | $295,000,000 | 3 |
Gross Fiduciary activities income | $2,437,000,000 | 5 |
YTD fiduciary expense (Dec. only) | $1,178,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $25,000,000 | 16 |
YTD net fiduciary income (Dec. only) | $1,284,000,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,603,000,000 | 3 |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $80,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 284 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $2,000,000 | 81 |
YTD Gross Income corporate trust and agency | $15,000,000 | 15 |
Investment management and investment advisory agency accounts income | $202,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 33 |
YTD Gross income other trust and agency accounts | $47,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,305,000,000 | 5 |
YTD Gross income other trust accounts | $221,000,000 | 3 |
Gross Fiduciary activities income | $1,876,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,246,000,000 | 3 |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $54,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $2,000,000 | 59 |
YTD Gross Income corporate trust and agency | $9,000,000 | 11 |
Investment management and investment advisory agency accounts income | $139,000,000 | 10 |
Foundation and endowment and agency accounts income | $3,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $901,000,000 | 5 |
YTD Gross income other trust accounts | $151,000,000 | 1 |
Gross Fiduciary activities income | $1,291,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $859,000,000 | 3 |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $28,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 264 |
YTD Gross Income employee benefit defined benefit | $0 | 165 |
YTD Gross Income from other retirement accounts | $1,000,000 | 63 |
YTD Gross Income corporate trust and agency | $5,000,000 | 10 |
Investment management and investment advisory agency accounts income | $72,000,000 | 10 |
Foundation and endowment and agency accounts income | $1,000,000 | 32 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $427,000,000 | 5 |
YTD Gross income other trust accounts | $65,000,000 | 1 |
Gross Fiduciary activities income | $615,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $425,000,000 | 3 |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $110,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 316 |
YTD Gross Income employee benefit defined benefit | $0 | 196 |
YTD Gross Income from other retirement accounts | $3,000,000 | 76 |
YTD Gross Income corporate trust and agency | $22,000,000 | 11 |
Investment management and investment advisory agency accounts income | $303,000,000 | 10 |
Foundation and endowment and agency accounts income | $4,000,000 | 32 |
YTD Gross income other trust and agency accounts | $56,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,720,000,000 | 5 |
YTD Gross income other trust accounts | $243,000,000 | 1 |
Gross Fiduciary activities income | $2,461,000,000 | 5 |
YTD fiduciary expense (Dec. only) | $913,000,000 | 9 |
YTD fiduciary net loss (Dec. only) | $0 | 181 |
YTD fiduciary intracompany income (Dec. only) | $27,000,000 | 12 |
YTD net fiduciary income (Dec. only) | $1,575,000,000 | 2 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,718,000,000 | 3 |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $81,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 266 |
YTD Gross Income employee benefit defined benefit | $0 | 173 |
YTD Gross Income from other retirement accounts | $2,000,000 | 79 |
YTD Gross Income corporate trust and agency | $17,000,000 | 10 |
Investment management and investment advisory agency accounts income | $228,000,000 | 9 |
Foundation and endowment and agency accounts income | $3,000,000 | 32 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,305,000,000 | 5 |
YTD Gross income other trust accounts | $184,000,000 | 1 |
Gross Fiduciary activities income | $1,858,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,298,000,000 | 3 |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $53,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 307 |
YTD Gross Income employee benefit defined benefit | $0 | 192 |
YTD Gross Income from other retirement accounts | $1,000,000 | 97 |
YTD Gross Income corporate trust and agency | $11,000,000 | 11 |
Investment management and investment advisory agency accounts income | $148,000,000 | 9 |
Foundation and endowment and agency accounts income | $2,000,000 | 32 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $874,000,000 | 5 |
YTD Gross income other trust accounts | $123,000,000 | 1 |
Gross Fiduciary activities income | $1,238,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $862,000,000 | 3 |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $26,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 263 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $1,000,000 | 59 |
YTD Gross Income corporate trust and agency | $6,000,000 | 11 |
Investment management and investment advisory agency accounts income | $70,000,000 | 10 |
Foundation and endowment and agency accounts income | $1,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $420,000,000 | 5 |
YTD Gross income other trust accounts | $57,000,000 | 1 |
Gross Fiduciary activities income | $595,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $421,000,000 | 2 |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $102,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $2,000,000 | 95 |
YTD Gross Income corporate trust and agency | $21,000,000 | 11 |
Investment management and investment advisory agency accounts income | $226,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 30 |
YTD Gross income other trust and agency accounts | $48,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $1,507,000,000 | 5 |
YTD Gross income other trust accounts | $220,000,000 | 1 |
Gross Fiduciary activities income | $2,130,000,000 | 5 |
YTD fiduciary expense (Dec. only) | $769,000,000 | 10 |
YTD fiduciary net loss (Dec. only) | $0 | 180 |
YTD fiduciary intracompany income (Dec. only) | $21,000,000 | 13 |
YTD net fiduciary income (Dec. only) | $1,382,000,000 | 1 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,471,000,000 | 3 |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $76,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 271 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $1,000,000 | 116 |
YTD Gross Income corporate trust and agency | $16,000,000 | 11 |
Investment management and investment advisory agency accounts income | $161,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,118,000,000 | 5 |
YTD Gross income other trust accounts | $163,000,000 | 1 |
Gross Fiduciary activities income | $1,573,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,085,000,000 | 3 |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $50,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $1,000,000 | 89 |
YTD Gross Income corporate trust and agency | $12,000,000 | 10 |
Investment management and investment advisory agency accounts income | $105,000,000 | 11 |
Foundation and endowment and agency accounts income | $2,000,000 | 29 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $722,000,000 | 5 |
YTD Gross income other trust accounts | $102,000,000 | 1 |
Gross Fiduciary activities income | $1,017,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $702,000,000 | 3 |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $27,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 267 |
YTD Gross Income employee benefit defined benefit | $0 | 176 |
YTD Gross Income from other retirement accounts | $0 | 318 |
YTD Gross Income corporate trust and agency | $8,000,000 | 10 |
Investment management and investment advisory agency accounts income | $55,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $352,000,000 | 5 |
YTD Gross income other trust accounts | $49,000,000 | 1 |
Gross Fiduciary activities income | $504,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $348,000,000 | 3 |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $101,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 314 |
YTD Gross Income employee benefit defined benefit | $0 | 203 |
YTD Gross Income from other retirement accounts | $1,000,000 | 142 |
YTD Gross Income corporate trust and agency | $26,000,000 | 10 |
Investment management and investment advisory agency accounts income | $188,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 29 |
YTD Gross income other trust and agency accounts | $61,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,404,000,000 | 5 |
YTD Gross income other trust accounts | $188,000,000 | 1 |
Gross Fiduciary activities income | $1,973,000,000 | 6 |
YTD fiduciary expense (Dec. only) | $750,000,000 | 10 |
YTD fiduciary net loss (Dec. only) | $0 | 159 |
YTD fiduciary intracompany income (Dec. only) | $24,000,000 | 14 |
YTD net fiduciary income (Dec. only) | $1,247,000,000 | 3 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,344,000,000 | 3 |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $75,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 281 |
YTD Gross Income employee benefit defined benefit | $0 | 184 |
YTD Gross Income from other retirement accounts | $1,000,000 | 114 |
YTD Gross Income corporate trust and agency | $19,000,000 | 10 |
Investment management and investment advisory agency accounts income | $136,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,068,000,000 | 5 |
YTD Gross income other trust accounts | $146,000,000 | 1 |
Gross Fiduciary activities income | $1,494,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,006,000,000 | 4 |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $50,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 310 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $0 | 364 |
YTD Gross Income corporate trust and agency | $13,000,000 | 10 |
Investment management and investment advisory agency accounts income | $85,000,000 | 11 |
Foundation and endowment and agency accounts income | $2,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $706,000,000 | 5 |
YTD Gross income other trust accounts | $97,000,000 | 1 |
Gross Fiduciary activities income | $984,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $650,000,000 | 3 |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $25,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 306 |
YTD Gross Income employee benefit defined benefit | $0 | 193 |
YTD Gross Income from other retirement accounts | $0 | 366 |
YTD Gross Income corporate trust and agency | $6,000,000 | 10 |
Investment management and investment advisory agency accounts income | $36,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $331,000,000 | 4 |
YTD Gross income other trust accounts | $47,000,000 | 1 |
Gross Fiduciary activities income | $461,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $303,000,000 | 3 |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $102,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 365 |
YTD Gross Income employee benefit defined benefit | $0 | 225 |
YTD Gross Income from other retirement accounts | $1,000,000 | 134 |
YTD Gross Income corporate trust and agency | $20,000,000 | 10 |
Investment management and investment advisory agency accounts income | $174,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 30 |
YTD Gross income other trust and agency accounts | $58,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,305,000,000 | 5 |
YTD Gross income other trust accounts | $191,000,000 | 1 |
Gross Fiduciary activities income | $1,855,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,118,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $0 | 192 |
YTD fiduciary intracompany income (Dec. only) | $47,000,000 | 11 |
YTD net fiduciary income (Dec. only) | $784,000,000 | 5 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,227,000,000 | 3 |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $76,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $1,000,000 | 101 |
YTD Gross Income corporate trust and agency | $14,000,000 | 11 |
Investment management and investment advisory agency accounts income | $132,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 29 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $992,000,000 | 5 |
YTD Gross income other trust accounts | $141,000,000 | 1 |
Gross Fiduciary activities income | $1,402,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $931,000,000 | 3 |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $49,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 323 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $1,000,000 | 73 |
YTD Gross Income corporate trust and agency | $10,000,000 | 10 |
Investment management and investment advisory agency accounts income | $89,000,000 | 11 |
Foundation and endowment and agency accounts income | $2,000,000 | 28 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $668,000,000 | 5 |
YTD Gross income other trust accounts | $91,000,000 | 1 |
Gross Fiduciary activities income | $939,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $623,000,000 | 4 |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $25,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 202 |
YTD Gross Income from other retirement accounts | $0 | 370 |
YTD Gross Income corporate trust and agency | $5,000,000 | 11 |
Investment management and investment advisory agency accounts income | $44,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 27 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $325,000,000 | 5 |
YTD Gross income other trust accounts | $41,000,000 | 1 |
Gross Fiduciary activities income | $455,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $312,000,000 | 4 |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $95,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,000,000 | 93 |
YTD Gross Income employee benefit defined benefit | $0 | 247 |
YTD Gross Income from other retirement accounts | $1,000,000 | 122 |
YTD Gross Income corporate trust and agency | $18,000,000 | 11 |
Investment management and investment advisory agency accounts income | $138,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 26 |
YTD Gross income other trust and agency accounts | $52,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,337,000,000 | 4 |
YTD Gross income other trust accounts | $176,000,000 | 1 |
Gross Fiduciary activities income | $1,822,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $982,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $61,000,000 | 9 |
YTD net fiduciary income (Dec. only) | $901,000,000 | 3 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,212,000,000 | 4 |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $71,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 324 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $1,000,000 | 95 |
YTD Gross Income corporate trust and agency | $13,000,000 | 12 |
Investment management and investment advisory agency accounts income | $101,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $998,000,000 | 4 |
YTD Gross income other trust accounts | $131,000,000 | 1 |
Gross Fiduciary activities income | $1,356,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $898,000,000 | 3 |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $47,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 319 |
YTD Gross Income employee benefit defined benefit | $0 | 204 |
YTD Gross Income from other retirement accounts | $1,000,000 | 71 |
YTD Gross Income corporate trust and agency | $9,000,000 | 11 |
Investment management and investment advisory agency accounts income | $64,000,000 | 11 |
Foundation and endowment and agency accounts income | $2,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $649,000,000 | 4 |
YTD Gross income other trust accounts | $81,000,000 | 1 |
Gross Fiduciary activities income | $878,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $590,000,000 | 3 |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $23,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 316 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $0 | 365 |
YTD Gross Income corporate trust and agency | $4,000,000 | 12 |
Investment management and investment advisory agency accounts income | $31,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $305,000,000 | 4 |
YTD Gross income other trust accounts | $37,000,000 | 1 |
Gross Fiduciary activities income | $414,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $287,000,000 | 3 |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $94,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,000,000 | 89 |
YTD Gross Income employee benefit defined benefit | $0 | 250 |
YTD Gross Income from other retirement accounts | $1,000,000 | 108 |
YTD Gross Income corporate trust and agency | $15,000,000 | 12 |
Investment management and investment advisory agency accounts income | $116,000,000 | 11 |
Foundation and endowment and agency accounts income | $5,000,000 | 24 |
YTD Gross income other trust and agency accounts | $50,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,100,000,000 | 5 |
YTD Gross income other trust accounts | $153,000,000 | 1 |
Gross Fiduciary activities income | $1,535,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $930,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $-2,000,000 | 5,912 |
YTD fiduciary intracompany income (Dec. only) | $105,000,000 | 7 |
YTD net fiduciary income (Dec. only) | $712,000,000 | 3 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,031,000,000 | 4 |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $69,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 325 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $0 | 370 |
YTD Gross Income corporate trust and agency | $11,000,000 | 12 |
Investment management and investment advisory agency accounts income | $85,000,000 | 11 |
Foundation and endowment and agency accounts income | $4,000,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $814,000,000 | 5 |
YTD Gross income other trust accounts | $123,000,000 | 1 |
Gross Fiduciary activities income | $1,144,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $753,000,000 | 4 |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $45,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 325 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $0 | 370 |
YTD Gross Income corporate trust and agency | $7,000,000 | 13 |
Investment management and investment advisory agency accounts income | $54,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $520,000,000 | 5 |
YTD Gross income other trust accounts | $89,000,000 | 1 |
Gross Fiduciary activities income | $744,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $476,000,000 | 3 |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $23,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 319 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $0 | 369 |
YTD Gross Income corporate trust and agency | $3,000,000 | 14 |
Investment management and investment advisory agency accounts income | $25,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 25 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $249,000,000 | 5 |
YTD Gross income other trust accounts | $47,000,000 | 1 |
Gross Fiduciary activities income | $361,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $240,000,000 | 4 |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $89,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 424 |
YTD Gross Income employee benefit defined benefit | $0 | 254 |
YTD Gross Income from other retirement accounts | $10,000,000 | 20 |
YTD Gross Income corporate trust and agency | $14,000,000 | 13 |
Investment management and investment advisory agency accounts income | $123,000,000 | 11 |
Foundation and endowment and agency accounts income | $3,000,000 | 29 |
YTD Gross income other trust and agency accounts | $63,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,066,000,000 | 5 |
YTD Gross income other trust accounts | $202,000,000 | 1 |
Gross Fiduciary activities income | $1,570,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,711,000,000 | 5 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $87,000,000 | 7 |
YTD net fiduciary income (Dec. only) | $-54,000,000 | 580 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,071,000,000 | 4 |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $68,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 327 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $9,000,000 | 20 |
YTD Gross Income corporate trust and agency | $11,000,000 | 12 |
Investment management and investment advisory agency accounts income | $94,000,000 | 11 |
Foundation and endowment and agency accounts income | $2,000,000 | 30 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $813,000,000 | 5 |
YTD Gross income other trust accounts | $151,000,000 | 1 |
Gross Fiduciary activities income | $1,198,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $820,000,000 | 4 |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 325 |
YTD Gross Income employee benefit defined benefit | $0 | 209 |
YTD Gross Income from other retirement accounts | $9,000,000 | 16 |
YTD Gross Income corporate trust and agency | $7,000,000 | 13 |
Investment management and investment advisory agency accounts income | $62,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 41 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $550,000,000 | 4 |
YTD Gross income other trust accounts | $96,000,000 | 1 |
Gross Fiduciary activities income | $804,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $552,000,000 | 4 |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $9,000,000 | 11 |
YTD Gross Income corporate trust and agency | $3,000,000 | 13 |
Investment management and investment advisory agency accounts income | $30,000,000 | 11 |
Foundation and endowment and agency accounts income | $1,000,000 | 26 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $263,000,000 | 4 |
YTD Gross income other trust accounts | $37,000,000 | 1 |
Gross Fiduciary activities income | $381,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $276,000,000 | 4 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $83,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 427 |
YTD Gross Income employee benefit defined benefit | $0 | 259 |
YTD Gross Income from other retirement accounts | $33,000,000 | 11 |
YTD Gross Income corporate trust and agency | $13,000,000 | 11 |
Investment management and investment advisory agency accounts income | $107,000,000 | 12 |
Foundation and endowment and agency accounts income | $1,000,000 | 56 |
YTD Gross income other trust and agency accounts | $54,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,076,000,000 | 4 |
YTD Gross income other trust accounts | $313,000,000 | 1 |
Gross Fiduciary activities income | $1,680,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,676,000,000 | 5 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $76,000,000 | 8 |
YTD net fiduciary income (Dec. only) | $80,000,000 | 15 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,116,000,000 | 4 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $62,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 326 |
YTD Gross Income employee benefit defined benefit | $0 | 220 |
YTD Gross Income from other retirement accounts | $24,000,000 | 11 |
YTD Gross Income corporate trust and agency | $10,000,000 | 11 |
Investment management and investment advisory agency accounts income | $76,000,000 | 12 |
Foundation and endowment and agency accounts income | $1,000,000 | 49 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $816,000,000 | 4 |
YTD Gross income other trust accounts | $239,000,000 | 1 |
Gross Fiduciary activities income | $1,270,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $837,000,000 | 4 |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,000,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 326 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $16,000,000 | 11 |
YTD Gross Income corporate trust and agency | $7,000,000 | 9 |
Investment management and investment advisory agency accounts income | $46,000,000 | 12 |
Foundation and endowment and agency accounts income | $1,000,000 | 36 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $543,000,000 | 4 |
YTD Gross income other trust accounts | $145,000,000 | 1 |
Gross Fiduciary activities income | $826,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $544,000,000 | 4 |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,000,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 328 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $8,000,000 | 11 |
YTD Gross Income corporate trust and agency | $3,000,000 | 11 |
Investment management and investment advisory agency accounts income | $23,000,000 | 12 |
Foundation and endowment and agency accounts income | $0 | 270 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $262,000,000 | 4 |
YTD Gross income other trust accounts | $75,000,000 | 2 |
Gross Fiduciary activities income | $406,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $269,000,000 | 4 |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $85,000,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 437 |
YTD Gross Income employee benefit defined benefit | $0 | 260 |
YTD Gross Income from other retirement accounts | $43,000,000 | 8 |
YTD Gross Income corporate trust and agency | $19,000,000 | 9 |
Investment management and investment advisory agency accounts income | $80,000,000 | 12 |
Foundation and endowment and agency accounts income | $0 | 342 |
YTD Gross income other trust and agency accounts | $73,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $1,052,000,000 | 4 |
YTD Gross income other trust accounts | $292,000,000 | 2 |
Gross Fiduciary activities income | $1,644,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,482,000,000 | 6 |
YTD fiduciary net loss (Dec. only) | $0 | 189 |
YTD fiduciary intracompany income (Dec. only) | $69,000,000 | 8 |
YTD net fiduciary income (Dec. only) | $231,000,000 | 6 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,093,000,000 | 4 |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $66,000,000 | 11 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $36,000,000 | 8 |
YTD Gross Income corporate trust and agency | $15,000,000 | 9 |
Investment management and investment advisory agency accounts income | $56,000,000 | 12 |
Foundation and endowment and agency accounts income | $0 | 259 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $786,000,000 | 4 |
YTD Gross income other trust accounts | $214,000,000 | 2 |
Gross Fiduciary activities income | $1,232,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $823,000,000 | 4 |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $45,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $28,000,000 | 6 |
YTD Gross Income corporate trust and agency | $11,000,000 | 7 |
Investment management and investment advisory agency accounts income | $40,000,000 | 11 |
Foundation and endowment and agency accounts income | $0 | 259 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $538,000,000 | 4 |
YTD Gross income other trust accounts | $150,000,000 | 2 |
Gross Fiduciary activities income | $856,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $576,000,000 | 4 |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $24,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $14,000,000 | 6 |
YTD Gross Income corporate trust and agency | $8,000,000 | 7 |
Investment management and investment advisory agency accounts income | $23,000,000 | 11 |
Foundation and endowment and agency accounts income | $0 | 262 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $262,000,000 | 4 |
YTD Gross income other trust accounts | $59,000,000 | 2 |
Gross Fiduciary activities income | $414,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $290,000,000 | 4 |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $98,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 425 |
YTD Gross Income employee benefit defined benefit | $0 | 262 |
YTD Gross Income from other retirement accounts | $58,000,000 | 5 |
YTD Gross Income corporate trust and agency | $25,000,000 | 7 |
Investment management and investment advisory agency accounts income | $72,000,000 | 13 |
Foundation and endowment and agency accounts income | $0 | 335 |
YTD Gross income other trust and agency accounts | $139,000,000 | 4 |
YTD Gross income custody and safekeeping agency accounts | $905,000,000 | 4 |
YTD Gross income other trust accounts | $211,000,000 | 2 |
Gross Fiduciary activities income | $1,508,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,493,000,000 | 6 |
YTD fiduciary net loss (Dec. only) | $2,000,000 | 13 |
YTD fiduciary intracompany income (Dec. only) | $52,000,000 | 8 |
YTD net fiduciary income (Dec. only) | $65,000,000 | 12 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,110,000,000 | 4 |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $75,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 312 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $44,000,000 | 6 |
YTD Gross Income corporate trust and agency | $17,000,000 | 7 |
Investment management and investment advisory agency accounts income | $49,000,000 | 13 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $762,000,000 | 4 |
YTD Gross income other trust accounts | $156,000,000 | 2 |
Gross Fiduciary activities income | $1,175,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $893,000,000 | 4 |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $50,000,000 | 9 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 312 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $30,000,000 | 6 |
YTD Gross Income corporate trust and agency | $9,000,000 | 8 |
Investment management and investment advisory agency accounts income | $28,000,000 | 13 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $482,000,000 | 4 |
YTD Gross income other trust accounts | $103,000,000 | 3 |
Gross Fiduciary activities income | $754,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $592,000,000 | 4 |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 306 |
YTD Gross Income employee benefit defined benefit | $0 | 205 |
YTD Gross Income from other retirement accounts | $15,000,000 | 6 |
YTD Gross Income corporate trust and agency | $4,000,000 | 8 |
Investment management and investment advisory agency accounts income | $14,000,000 | 12 |
Foundation and endowment and agency accounts income | $0 | 251 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $260,000,000 | 4 |
YTD Gross income other trust accounts | $33,000,000 | 3 |
Gross Fiduciary activities income | $371,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $293,000,000 | 4 |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $91,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 435 |
YTD Gross Income employee benefit defined benefit | $0 | 264 |
YTD Gross Income from other retirement accounts | $66,000,000 | 6 |
YTD Gross Income corporate trust and agency | $33,000,000 | 7 |
Investment management and investment advisory agency accounts income | $52,000,000 | 14 |
Foundation and endowment and agency accounts income | $0 | 331 |
YTD Gross income other trust and agency accounts | $83,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $912,000,000 | 4 |
YTD Gross income other trust accounts | $195,000,000 | 3 |
Gross Fiduciary activities income | $1,432,000,000 | 7 |
YTD fiduciary expense (Dec. only) | $1,260,000,000 | 7 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $11,000,000 | 13 |
YTD net fiduciary income (Dec. only) | $183,000,000 | 8 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,107,000,000 | 4 |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $67,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 227 |
YTD Gross Income from other retirement accounts | $50,000,000 | 6 |
YTD Gross Income corporate trust and agency | $197,000,000 | 2 |
Investment management and investment advisory agency accounts income | $37,000,000 | 16 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $648,000,000 | 4 |
YTD Gross income other trust accounts | $23,000,000 | 8 |
Gross Fiduciary activities income | $1,110,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $814,000,000 | 4 |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 320 |
YTD Gross Income employee benefit defined benefit | $0 | 222 |
YTD Gross Income from other retirement accounts | $32,000,000 | 6 |
YTD Gross Income corporate trust and agency | $95,000,000 | 6 |
Investment management and investment advisory agency accounts income | $22,000,000 | 16 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $429,000,000 | 4 |
YTD Gross income other trust accounts | $63,000,000 | 4 |
Gross Fiduciary activities income | $736,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $528,000,000 | 4 |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 221 |
YTD Gross Income from other retirement accounts | $15,000,000 | 6 |
YTD Gross Income corporate trust and agency | $46,000,000 | 6 |
Investment management and investment advisory agency accounts income | $12,000,000 | 16 |
Foundation and endowment and agency accounts income | $0 | 250 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $220,000,000 | 4 |
YTD Gross income other trust accounts | $18,000,000 | 5 |
Gross Fiduciary activities income | $362,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $275,000,000 | 4 |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $141,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 438 |
YTD Gross Income employee benefit defined benefit | $0 | 279 |
YTD Gross Income from other retirement accounts | $63,000,000 | 5 |
YTD Gross Income corporate trust and agency | $153,000,000 | 6 |
Investment management and investment advisory agency accounts income | $107,000,000 | 11 |
Foundation and endowment and agency accounts income | $0 | 329 |
YTD Gross income other trust and agency accounts | $142,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $972,000,000 | 4 |
YTD Gross income other trust accounts | $53,000,000 | 8 |
Gross Fiduciary activities income | $1,631,000,000 | 6 |
YTD fiduciary expense (Dec. only) | $604,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $1,000,000 | 14 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $1,026,000,000 | 4 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,341,000,000 | 2 |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $63,000,000 | 10 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 316 |
YTD Gross Income employee benefit defined benefit | $0 | 233 |
YTD Gross Income from other retirement accounts | $47,000,000 | 5 |
YTD Gross Income corporate trust and agency | $133,000,000 | 5 |
Investment management and investment advisory agency accounts income | $79,000,000 | 11 |
Foundation and endowment and agency accounts income | $0 | 245 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $701,000,000 | 4 |
YTD Gross income other trust accounts | $140,000,000 | 4 |
Gross Fiduciary activities income | $1,227,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $802,000,000 | 4 |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $77,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 230 |
YTD Gross Income from other retirement accounts | $30,000,000 | 6 |
YTD Gross Income corporate trust and agency | $76,000,000 | 5 |
Investment management and investment advisory agency accounts income | $64,000,000 | 11 |
Foundation and endowment and agency accounts income | $0 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $474,000,000 | 4 |
YTD Gross income other trust accounts | $40,000,000 | 5 |
Gross Fiduciary activities income | $834,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $622,000,000 | 3 |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,000,000 | 6 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 224 |
YTD Gross Income from other retirement accounts | $15,000,000 | 5 |
YTD Gross Income corporate trust and agency | $35,000,000 | 5 |
Investment management and investment advisory agency accounts income | $42,000,000 | 7 |
Foundation and endowment and agency accounts income | $0 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $222,000,000 | 4 |
YTD Gross income other trust accounts | $23,000,000 | 5 |
Gross Fiduciary activities income | $415,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $312,000,000 | 3 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $161,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 438 |
YTD Gross Income employee benefit defined benefit | $0 | 277 |
YTD Gross Income from other retirement accounts | $59,000,000 | 4 |
YTD Gross Income corporate trust and agency | $251,000,000 | 3 |
Investment management and investment advisory agency accounts income | $142,000,000 | 9 |
Foundation and endowment and agency accounts income | $0 | 304 |
YTD Gross income other trust and agency accounts | $113,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | $799,000,000 | 4 |
YTD Gross income other trust accounts | $102,000,000 | 5 |
Gross Fiduciary activities income | $1,627,000,000 | 5 |
YTD fiduciary expense (Dec. only) | $606,000,000 | 8 |
YTD fiduciary net loss (Dec. only) | $0 | 207 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $1,021,000,000 | 3 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $1,207,000,000 | 3 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $118,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $46,000,000 | 3 |
YTD Gross Income corporate trust and agency | $169,000,000 | 5 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $598,000,000 | 4 |
YTD Gross income other trust accounts | $67,000,000 | 5 |
Gross Fiduciary activities income | $1,180,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $875,000,000 | 3 |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $79,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $31,000,000 | 3 |
YTD Gross Income corporate trust and agency | $103,000,000 | 6 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $393,000,000 | 3 |
YTD Gross income other trust accounts | $39,000,000 | 6 |
Gross Fiduciary activities income | $761,000,000 | 5 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $549,000,000 | 3 |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $39,000,000 | 7 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $16,000,000 | 3 |
YTD Gross Income corporate trust and agency | $43,000,000 | 6 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $182,000,000 | 4 |
YTD Gross income other trust accounts | $20,000,000 | 6 |
Gross Fiduciary activities income | $363,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $269,000,000 | 3 |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $183,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,103,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,692,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,150,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $572,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $148,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,281,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,786,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,149,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $531,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $122,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,670,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,224,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $827,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $384,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $134,000,000 | 5 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,597,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,211,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $815,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $414,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $159,000,000 | 2 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,483,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,055,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $677,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $381,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $157,000,000 | 3 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,337,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $967,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $630,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $299,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $168,000,000 | 2 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,228,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $260,000,000 | 2 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,325,000,000 | 4 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $751,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $576,000,000 | 9 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $674,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $636,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $514,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $429,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $389,000,000 | 7 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $344,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $320,000,000 | 6 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |