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Citibank, Gross Fiduciary and Related Services Income

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$28,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$1,000,00063
YTD Gross Income corporate trust and agency$5,000,00010
Investment management and investment advisory agency accounts income$72,000,00010
Foundation and endowment and agency accounts income$1,000,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$427,000,0005
YTD Gross income other trust accounts$65,000,0001
Gross Fiduciary activities income$615,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$425,000,0003
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$110,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$3,000,00076
YTD Gross Income corporate trust and agency$22,000,00011
Investment management and investment advisory agency accounts income$303,000,00010
Foundation and endowment and agency accounts income$4,000,00032
YTD Gross income other trust and agency accounts$56,000,0004
YTD Gross income custody and safekeeping agency accounts$1,720,000,0005
YTD Gross income other trust accounts$243,000,0001
Gross Fiduciary activities income$2,461,000,0005
YTD fiduciary expense (Dec. only)$913,000,0009
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$27,000,00012
YTD net fiduciary income (Dec. only)$1,575,000,0002
Memoranda:
YTD foreign offices total gross fiduciary income$1,718,000,0003
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$81,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$2,000,00079
YTD Gross Income corporate trust and agency$17,000,00010
Investment management and investment advisory agency accounts income$228,000,0009
Foundation and endowment and agency accounts income$3,000,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,305,000,0005
YTD Gross income other trust accounts$184,000,0001
Gross Fiduciary activities income$1,858,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,298,000,0003
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$53,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,000,00097
YTD Gross Income corporate trust and agency$11,000,00011
Investment management and investment advisory agency accounts income$148,000,0009
Foundation and endowment and agency accounts income$2,000,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$874,000,0005
YTD Gross income other trust accounts$123,000,0001
Gross Fiduciary activities income$1,238,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$862,000,0003
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$26,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$1,000,00059
YTD Gross Income corporate trust and agency$6,000,00011
Investment management and investment advisory agency accounts income$70,000,00010
Foundation and endowment and agency accounts income$1,000,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$420,000,0005
YTD Gross income other trust accounts$57,000,0001
Gross Fiduciary activities income$595,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$421,000,0002
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$102,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,000,00095
YTD Gross Income corporate trust and agency$21,000,00011
Investment management and investment advisory agency accounts income$226,000,00011
Foundation and endowment and agency accounts income$4,000,00030
YTD Gross income other trust and agency accounts$48,000,0004
YTD Gross income custody and safekeeping agency accounts$1,507,000,0005
YTD Gross income other trust accounts$220,000,0001
Gross Fiduciary activities income$2,130,000,0005
YTD fiduciary expense (Dec. only)$769,000,00010
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$21,000,00013
YTD net fiduciary income (Dec. only)$1,382,000,0001
Memoranda:
YTD foreign offices total gross fiduciary income$1,471,000,0003
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$76,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,000,000116
YTD Gross Income corporate trust and agency$16,000,00011
Investment management and investment advisory agency accounts income$161,000,00011
Foundation and endowment and agency accounts income$3,000,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,118,000,0005
YTD Gross income other trust accounts$163,000,0001
Gross Fiduciary activities income$1,573,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,085,000,0003
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$50,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$1,000,00089
YTD Gross Income corporate trust and agency$12,000,00010
Investment management and investment advisory agency accounts income$105,000,00011
Foundation and endowment and agency accounts income$2,000,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$722,000,0005
YTD Gross income other trust accounts$102,000,0001
Gross Fiduciary activities income$1,017,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$702,000,0003
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$27,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$0318
YTD Gross Income corporate trust and agency$8,000,00010
Investment management and investment advisory agency accounts income$55,000,00011
Foundation and endowment and agency accounts income$1,000,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$352,000,0005
YTD Gross income other trust accounts$49,000,0001
Gross Fiduciary activities income$504,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$348,000,0003
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$101,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$1,000,000142
YTD Gross Income corporate trust and agency$26,000,00010
Investment management and investment advisory agency accounts income$188,000,00011
Foundation and endowment and agency accounts income$4,000,00029
YTD Gross income other trust and agency accounts$61,000,0005
YTD Gross income custody and safekeeping agency accounts$1,404,000,0005
YTD Gross income other trust accounts$188,000,0001
Gross Fiduciary activities income$1,973,000,0006
YTD fiduciary expense (Dec. only)$750,000,00010
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$24,000,00014
YTD net fiduciary income (Dec. only)$1,247,000,0003
Memoranda:
YTD foreign offices total gross fiduciary income$1,344,000,0003
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$75,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$1,000,000114
YTD Gross Income corporate trust and agency$19,000,00010
Investment management and investment advisory agency accounts income$136,000,00011
Foundation and endowment and agency accounts income$3,000,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,068,000,0005
YTD Gross income other trust accounts$146,000,0001
Gross Fiduciary activities income$1,494,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,006,000,0004
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$50,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$13,000,00010
Investment management and investment advisory agency accounts income$85,000,00011
Foundation and endowment and agency accounts income$2,000,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$706,000,0005
YTD Gross income other trust accounts$97,000,0001
Gross Fiduciary activities income$984,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$650,000,0003
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$0366
YTD Gross Income corporate trust and agency$6,000,00010
Investment management and investment advisory agency accounts income$36,000,00011
Foundation and endowment and agency accounts income$1,000,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$331,000,0004
YTD Gross income other trust accounts$47,000,0001
Gross Fiduciary activities income$461,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$303,000,0003
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$102,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0365
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$1,000,000134
YTD Gross Income corporate trust and agency$20,000,00010
Investment management and investment advisory agency accounts income$174,000,00011
Foundation and endowment and agency accounts income$4,000,00030
YTD Gross income other trust and agency accounts$58,000,0005
YTD Gross income custody and safekeeping agency accounts$1,305,000,0005
YTD Gross income other trust accounts$191,000,0001
Gross Fiduciary activities income$1,855,000,0007
YTD fiduciary expense (Dec. only)$1,118,000,0008
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$47,000,00011
YTD net fiduciary income (Dec. only)$784,000,0005
Memoranda:
YTD foreign offices total gross fiduciary income$1,227,000,0003
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$76,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,000,000101
YTD Gross Income corporate trust and agency$14,000,00011
Investment management and investment advisory agency accounts income$132,000,00011
Foundation and endowment and agency accounts income$3,000,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$992,000,0005
YTD Gross income other trust accounts$141,000,0001
Gross Fiduciary activities income$1,402,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$931,000,0003
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$49,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$1,000,00073
YTD Gross Income corporate trust and agency$10,000,00010
Investment management and investment advisory agency accounts income$89,000,00011
Foundation and endowment and agency accounts income$2,000,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$668,000,0005
YTD Gross income other trust accounts$91,000,0001
Gross Fiduciary activities income$939,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$623,000,0004
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$5,000,00011
Investment management and investment advisory agency accounts income$44,000,00011
Foundation and endowment and agency accounts income$1,000,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$325,000,0005
YTD Gross income other trust accounts$41,000,0001
Gross Fiduciary activities income$455,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$312,000,0004
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$95,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00093
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$1,000,000122
YTD Gross Income corporate trust and agency$18,000,00011
Investment management and investment advisory agency accounts income$138,000,00011
Foundation and endowment and agency accounts income$4,000,00026
YTD Gross income other trust and agency accounts$52,000,0005
YTD Gross income custody and safekeeping agency accounts$1,337,000,0004
YTD Gross income other trust accounts$176,000,0001
Gross Fiduciary activities income$1,822,000,0007
YTD fiduciary expense (Dec. only)$982,000,0008
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$61,000,0009
YTD net fiduciary income (Dec. only)$901,000,0003
Memoranda:
YTD foreign offices total gross fiduciary income$1,212,000,0004
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$71,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0324
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$1,000,00095
YTD Gross Income corporate trust and agency$13,000,00012
Investment management and investment advisory agency accounts income$101,000,00011
Foundation and endowment and agency accounts income$3,000,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$998,000,0004
YTD Gross income other trust accounts$131,000,0001
Gross Fiduciary activities income$1,356,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$898,000,0003
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$47,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$1,000,00071
YTD Gross Income corporate trust and agency$9,000,00011
Investment management and investment advisory agency accounts income$64,000,00011
Foundation and endowment and agency accounts income$2,000,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$649,000,0004
YTD Gross income other trust accounts$81,000,0001
Gross Fiduciary activities income$878,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$590,000,0003
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$4,000,00012
Investment management and investment advisory agency accounts income$31,000,00011
Foundation and endowment and agency accounts income$1,000,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$305,000,0004
YTD Gross income other trust accounts$37,000,0001
Gross Fiduciary activities income$414,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$287,000,0003
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$94,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00089
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$1,000,000108
YTD Gross Income corporate trust and agency$15,000,00012
Investment management and investment advisory agency accounts income$116,000,00011
Foundation and endowment and agency accounts income$5,000,00024
YTD Gross income other trust and agency accounts$50,000,0005
YTD Gross income custody and safekeeping agency accounts$1,100,000,0005
YTD Gross income other trust accounts$153,000,0001
Gross Fiduciary activities income$1,535,000,0007
YTD fiduciary expense (Dec. only)$930,000,0008
YTD fiduciary net loss (Dec. only)$-2,000,0005,912
YTD fiduciary intracompany income (Dec. only)$105,000,0007
YTD net fiduciary income (Dec. only)$712,000,0003
Memoranda:
YTD foreign offices total gross fiduciary income$1,031,000,0004
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$69,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$11,000,00012
Investment management and investment advisory agency accounts income$85,000,00011
Foundation and endowment and agency accounts income$4,000,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$814,000,0005
YTD Gross income other trust accounts$123,000,0001
Gross Fiduciary activities income$1,144,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$753,000,0004
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$45,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$7,000,00013
Investment management and investment advisory agency accounts income$54,000,00011
Foundation and endowment and agency accounts income$3,000,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$520,000,0005
YTD Gross income other trust accounts$89,000,0001
Gross Fiduciary activities income$744,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$476,000,0003
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$3,000,00014
Investment management and investment advisory agency accounts income$25,000,00011
Foundation and endowment and agency accounts income$1,000,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$249,000,0005
YTD Gross income other trust accounts$47,000,0001
Gross Fiduciary activities income$361,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$240,000,0004
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$89,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0424
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$10,000,00020
YTD Gross Income corporate trust and agency$14,000,00013
Investment management and investment advisory agency accounts income$123,000,00011
Foundation and endowment and agency accounts income$3,000,00029
YTD Gross income other trust and agency accounts$63,000,0005
YTD Gross income custody and safekeeping agency accounts$1,066,000,0005
YTD Gross income other trust accounts$202,000,0001
Gross Fiduciary activities income$1,570,000,0007
YTD fiduciary expense (Dec. only)$1,711,000,0005
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$87,000,0007
YTD net fiduciary income (Dec. only)$-54,000,000580
Memoranda:
YTD foreign offices total gross fiduciary income$1,071,000,0004
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$68,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0327
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$9,000,00020
YTD Gross Income corporate trust and agency$11,000,00012
Investment management and investment advisory agency accounts income$94,000,00011
Foundation and endowment and agency accounts income$2,000,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$813,000,0005
YTD Gross income other trust accounts$151,000,0001
Gross Fiduciary activities income$1,198,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$820,000,0004
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$9,000,00016
YTD Gross Income corporate trust and agency$7,000,00013
Investment management and investment advisory agency accounts income$62,000,00011
Foundation and endowment and agency accounts income$1,000,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$550,000,0004
YTD Gross income other trust accounts$96,000,0001
Gross Fiduciary activities income$804,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$552,000,0004
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$9,000,00011
YTD Gross Income corporate trust and agency$3,000,00013
Investment management and investment advisory agency accounts income$30,000,00011
Foundation and endowment and agency accounts income$1,000,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$263,000,0004
YTD Gross income other trust accounts$37,000,0001
Gross Fiduciary activities income$381,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$276,000,0004
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$83,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0427
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$33,000,00011
YTD Gross Income corporate trust and agency$13,000,00011
Investment management and investment advisory agency accounts income$107,000,00012
Foundation and endowment and agency accounts income$1,000,00056
YTD Gross income other trust and agency accounts$54,000,0005
YTD Gross income custody and safekeeping agency accounts$1,076,000,0004
YTD Gross income other trust accounts$313,000,0001
Gross Fiduciary activities income$1,680,000,0007
YTD fiduciary expense (Dec. only)$1,676,000,0005
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$76,000,0008
YTD net fiduciary income (Dec. only)$80,000,00015
Memoranda:
YTD foreign offices total gross fiduciary income$1,116,000,0004
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$62,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$24,000,00011
YTD Gross Income corporate trust and agency$10,000,00011
Investment management and investment advisory agency accounts income$76,000,00012
Foundation and endowment and agency accounts income$1,000,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$816,000,0004
YTD Gross income other trust accounts$239,000,0001
Gross Fiduciary activities income$1,270,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$837,000,0004
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$41,000,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$16,000,00011
YTD Gross Income corporate trust and agency$7,000,0009
Investment management and investment advisory agency accounts income$46,000,00012
Foundation and endowment and agency accounts income$1,000,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$543,000,0004
YTD Gross income other trust accounts$145,000,0001
Gross Fiduciary activities income$826,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$544,000,0004
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$22,000,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$8,000,00011
YTD Gross Income corporate trust and agency$3,000,00011
Investment management and investment advisory agency accounts income$23,000,00012
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$262,000,0004
YTD Gross income other trust accounts$75,000,0002
Gross Fiduciary activities income$406,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$269,000,0004
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$85,000,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0437
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$43,000,0008
YTD Gross Income corporate trust and agency$19,000,0009
Investment management and investment advisory agency accounts income$80,000,00012
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$73,000,0005
YTD Gross income custody and safekeeping agency accounts$1,052,000,0004
YTD Gross income other trust accounts$292,000,0002
Gross Fiduciary activities income$1,644,000,0007
YTD fiduciary expense (Dec. only)$1,482,000,0006
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$69,000,0008
YTD net fiduciary income (Dec. only)$231,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$1,093,000,0004
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$66,000,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$36,000,0008
YTD Gross Income corporate trust and agency$15,000,0009
Investment management and investment advisory agency accounts income$56,000,00012
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$786,000,0004
YTD Gross income other trust accounts$214,000,0002
Gross Fiduciary activities income$1,232,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$823,000,0004
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$45,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$28,000,0006
YTD Gross Income corporate trust and agency$11,000,0007
Investment management and investment advisory agency accounts income$40,000,00011
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$538,000,0004
YTD Gross income other trust accounts$150,000,0002
Gross Fiduciary activities income$856,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$576,000,0004
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$24,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$14,000,0006
YTD Gross Income corporate trust and agency$8,000,0007
Investment management and investment advisory agency accounts income$23,000,00011
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$262,000,0004
YTD Gross income other trust accounts$59,000,0002
Gross Fiduciary activities income$414,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$290,000,0004
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$98,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0425
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$58,000,0005
YTD Gross Income corporate trust and agency$25,000,0007
Investment management and investment advisory agency accounts income$72,000,00013
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$139,000,0004
YTD Gross income custody and safekeeping agency accounts$905,000,0004
YTD Gross income other trust accounts$211,000,0002
Gross Fiduciary activities income$1,508,000,0007
YTD fiduciary expense (Dec. only)$1,493,000,0006
YTD fiduciary net loss (Dec. only)$2,000,00013
YTD fiduciary intracompany income (Dec. only)$52,000,0008
YTD net fiduciary income (Dec. only)$65,000,00012
Memoranda:
YTD foreign offices total gross fiduciary income$1,110,000,0004
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$75,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$44,000,0006
YTD Gross Income corporate trust and agency$17,000,0007
Investment management and investment advisory agency accounts income$49,000,00013
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$762,000,0004
YTD Gross income other trust accounts$156,000,0002
Gross Fiduciary activities income$1,175,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$893,000,0004
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$50,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$30,000,0006
YTD Gross Income corporate trust and agency$9,000,0008
Investment management and investment advisory agency accounts income$28,000,00013
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$482,000,0004
YTD Gross income other trust accounts$103,000,0003
Gross Fiduciary activities income$754,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$592,000,0004
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$15,000,0006
YTD Gross Income corporate trust and agency$4,000,0008
Investment management and investment advisory agency accounts income$14,000,00012
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$260,000,0004
YTD Gross income other trust accounts$33,000,0003
Gross Fiduciary activities income$371,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$293,000,0004
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$91,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0435
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$66,000,0006
YTD Gross Income corporate trust and agency$33,000,0007
Investment management and investment advisory agency accounts income$52,000,00014
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$83,000,0005
YTD Gross income custody and safekeeping agency accounts$912,000,0004
YTD Gross income other trust accounts$195,000,0003
Gross Fiduciary activities income$1,432,000,0007
YTD fiduciary expense (Dec. only)$1,260,000,0007
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$11,000,00013
YTD net fiduciary income (Dec. only)$183,000,0008
Memoranda:
YTD foreign offices total gross fiduciary income$1,107,000,0004
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$67,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$50,000,0006
YTD Gross Income corporate trust and agency$197,000,0002
Investment management and investment advisory agency accounts income$37,000,00016
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$648,000,0004
YTD Gross income other trust accounts$23,000,0008
Gross Fiduciary activities income$1,110,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$814,000,0004
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0320
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$32,000,0006
YTD Gross Income corporate trust and agency$95,000,0006
Investment management and investment advisory agency accounts income$22,000,00016
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$429,000,0004
YTD Gross income other trust accounts$63,000,0004
Gross Fiduciary activities income$736,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$528,000,0004
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$22,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$15,000,0006
YTD Gross Income corporate trust and agency$46,000,0006
Investment management and investment advisory agency accounts income$12,000,00016
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$220,000,0004
YTD Gross income other trust accounts$18,000,0005
Gross Fiduciary activities income$362,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$275,000,0004
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$141,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$63,000,0005
YTD Gross Income corporate trust and agency$153,000,0006
Investment management and investment advisory agency accounts income$107,000,00011
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$142,000,0005
YTD Gross income custody and safekeeping agency accounts$972,000,0004
YTD Gross income other trust accounts$53,000,0008
Gross Fiduciary activities income$1,631,000,0006
YTD fiduciary expense (Dec. only)$604,000,0008
YTD fiduciary net loss (Dec. only)$1,000,00014
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,026,000,0004
Memoranda:
YTD foreign offices total gross fiduciary income$1,341,000,0002
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$63,000,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$47,000,0005
YTD Gross Income corporate trust and agency$133,000,0005
Investment management and investment advisory agency accounts income$79,000,00011
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$701,000,0004
YTD Gross income other trust accounts$140,000,0004
Gross Fiduciary activities income$1,227,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$802,000,0004
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$77,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$30,000,0006
YTD Gross Income corporate trust and agency$76,000,0005
Investment management and investment advisory agency accounts income$64,000,00011
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$474,000,0004
YTD Gross income other trust accounts$40,000,0005
Gross Fiduciary activities income$834,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$622,000,0003
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$41,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$15,000,0005
YTD Gross Income corporate trust and agency$35,000,0005
Investment management and investment advisory agency accounts income$42,000,0007
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$222,000,0004
YTD Gross income other trust accounts$23,000,0005
Gross Fiduciary activities income$415,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$312,000,0003
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$161,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$59,000,0004
YTD Gross Income corporate trust and agency$251,000,0003
Investment management and investment advisory agency accounts income$142,000,0009
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$113,000,0005
YTD Gross income custody and safekeeping agency accounts$799,000,0004
YTD Gross income other trust accounts$102,000,0005
Gross Fiduciary activities income$1,627,000,0005
YTD fiduciary expense (Dec. only)$606,000,0008
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,021,000,0003
Memoranda:
YTD foreign offices total gross fiduciary income$1,207,000,0003
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$118,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$46,000,0003
YTD Gross Income corporate trust and agency$169,000,0005
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$598,000,0004
YTD Gross income other trust accounts$67,000,0005
Gross Fiduciary activities income$1,180,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$875,000,0003
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$79,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$31,000,0003
YTD Gross Income corporate trust and agency$103,000,0006
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$393,000,0003
YTD Gross income other trust accounts$39,000,0006
Gross Fiduciary activities income$761,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$549,000,0003
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$39,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$16,000,0003
YTD Gross Income corporate trust and agency$43,000,0006
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$182,000,0004
YTD Gross income other trust accounts$20,000,0006
Gross Fiduciary activities income$363,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$269,000,0003
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$183,000,0005
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,103,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,692,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,150,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$572,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$148,000,0005
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,281,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,786,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,149,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$531,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$122,000,0005
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,670,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,224,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$827,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$384,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$134,000,0005
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,597,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,211,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$815,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$414,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$159,000,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,483,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,055,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$677,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$381,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$157,000,0003
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,337,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$967,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$630,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$299,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$168,000,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,228,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$260,000,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,325,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$751,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$576,000,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$674,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$636,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$514,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$429,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$389,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$344,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$320,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA