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KeyBank, Gross Fiduciary and Related Services Income

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$22,677,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$466,00065
YTD Gross Income employee benefit defined benefit$507,00031
YTD Gross Income from other retirement accounts$6,666,00018
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$27,042,00017
Foundation and endowment and agency accounts income$5,091,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,014,00028
YTD Gross income other trust accounts$2,003,00021
Gross Fiduciary activities income$67,466,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$87,070,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,720,00067
YTD Gross Income employee benefit defined benefit$1,940,00032
YTD Gross Income from other retirement accounts$25,196,00018
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$99,081,00017
Foundation and endowment and agency accounts income$17,992,00012
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$11,051,00029
YTD Gross income other trust accounts$10,719,00019
Gross Fiduciary activities income$254,769,00019
YTD fiduciary expense (Dec. only)$138,387,00024
YTD fiduciary net loss (Dec. only)$705,00021
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$115,677,00015
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$65,357,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,266,00068
YTD Gross Income employee benefit defined benefit$1,470,00032
YTD Gross Income from other retirement accounts$18,841,00018
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$73,955,00016
Foundation and endowment and agency accounts income$13,498,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,063,00029
YTD Gross income other trust accounts$8,313,00016
Gross Fiduciary activities income$190,763,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$41,901,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$831,00069
YTD Gross Income employee benefit defined benefit$970,00032
YTD Gross Income from other retirement accounts$11,771,00018
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$46,825,00017
Foundation and endowment and agency accounts income$8,711,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,167,00030
YTD Gross income other trust accounts$5,933,00016
Gross Fiduciary activities income$122,109,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$21,844,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$424,00070
YTD Gross Income employee benefit defined benefit$518,00029
YTD Gross Income from other retirement accounts$5,975,00018
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$23,899,00017
Foundation and endowment and agency accounts income$4,602,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,658,00031
YTD Gross income other trust accounts$2,732,00017
Gross Fiduciary activities income$62,652,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$82,563,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,658,00070
YTD Gross Income employee benefit defined benefit$1,882,00032
YTD Gross Income from other retirement accounts$22,753,00018
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$89,552,00016
Foundation and endowment and agency accounts income$18,047,00010
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$10,841,00028
YTD Gross income other trust accounts$10,150,00017
Gross Fiduciary activities income$237,446,00020
YTD fiduciary expense (Dec. only)$143,252,00024
YTD fiduciary net loss (Dec. only)$486,00024
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$93,708,00019
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$61,226,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,223,00072
YTD Gross Income employee benefit defined benefit$1,407,00032
YTD Gross Income from other retirement accounts$16,804,00018
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$66,398,00017
Foundation and endowment and agency accounts income$13,607,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,035,00028
YTD Gross income other trust accounts$7,043,00018
Gross Fiduciary activities income$175,743,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$40,397,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$808,00073
YTD Gross Income employee benefit defined benefit$922,00033
YTD Gross Income from other retirement accounts$11,003,00018
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$43,617,00018
Foundation and endowment and agency accounts income$9,195,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,265,00028
YTD Gross income other trust accounts$4,648,00018
Gross Fiduciary activities income$115,854,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$19,624,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$380,00076
YTD Gross Income employee benefit defined benefit$446,00031
YTD Gross Income from other retirement accounts$5,407,00018
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$21,080,00018
Foundation and endowment and agency accounts income$4,285,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,556,00031
YTD Gross income other trust accounts$2,589,00019
Gross Fiduciary activities income$56,367,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$83,754,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,477,00078
YTD Gross Income employee benefit defined benefit$2,519,00029
YTD Gross Income from other retirement accounts$21,567,00018
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$86,414,00017
Foundation and endowment and agency accounts income$18,248,00011
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$9,513,00030
YTD Gross income other trust accounts$10,447,00017
Gross Fiduciary activities income$233,938,00021
YTD fiduciary expense (Dec. only)$146,355,00024
YTD fiduciary net loss (Dec. only)$872,00014
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$86,711,00020
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$63,219,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,075,00078
YTD Gross Income employee benefit defined benefit$1,973,00028
YTD Gross Income from other retirement accounts$16,083,00018
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$64,221,00018
Foundation and endowment and agency accounts income$13,706,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,931,00031
YTD Gross income other trust accounts$7,901,00016
Gross Fiduciary activities income$175,109,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$42,691,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$660,00080
YTD Gross Income employee benefit defined benefit$1,404,00028
YTD Gross Income from other retirement accounts$10,529,00018
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$42,044,00018
Foundation and endowment and agency accounts income$9,132,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,197,00032
YTD Gross income other trust accounts$5,539,00016
Gross Fiduciary activities income$116,196,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$20,502,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,000104
YTD Gross Income employee benefit defined benefit$784,00028
YTD Gross Income from other retirement accounts$5,287,00018
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$20,405,00019
Foundation and endowment and agency accounts income$4,682,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,768,00033
YTD Gross income other trust accounts$2,769,00016
Gross Fiduciary activities income$56,421,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$81,153,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,181,00058
YTD Gross Income employee benefit defined benefit$2,754,00028
YTD Gross Income from other retirement accounts$18,201,00018
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$75,635,00017
Foundation and endowment and agency accounts income$17,816,00012
YTD Gross income other trust and agency accounts$27,00094
YTD Gross income custody and safekeeping agency accounts$10,416,00030
YTD Gross income other trust accounts$11,069,00015
Gross Fiduciary activities income$219,253,00022
YTD fiduciary expense (Dec. only)$145,724,00025
YTD fiduciary net loss (Dec. only)$727,00023
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$72,802,00018
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$60,190,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,614,00058
YTD Gross Income employee benefit defined benefit$2,189,00028
YTD Gross Income from other retirement accounts$13,520,00018
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$55,787,00017
Foundation and endowment and agency accounts income$13,186,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,369,00029
YTD Gross income other trust accounts$8,222,00013
Gross Fiduciary activities income$162,098,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$40,110,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,049,00060
YTD Gross Income employee benefit defined benefit$1,558,00026
YTD Gross Income from other retirement accounts$8,886,00018
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$36,642,00017
Foundation and endowment and agency accounts income$8,566,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,945,00029
YTD Gross income other trust accounts$5,520,00014
Gross Fiduciary activities income$107,291,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$19,774,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$513,00061
YTD Gross Income employee benefit defined benefit$778,00026
YTD Gross Income from other retirement accounts$4,371,00018
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$18,050,00018
Foundation and endowment and agency accounts income$4,373,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,432,00029
YTD Gross income other trust accounts$2,699,00014
Gross Fiduciary activities income$52,997,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$76,886,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,745,00066
YTD Gross Income employee benefit defined benefit$3,175,00024
YTD Gross Income from other retirement accounts$16,018,00018
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$67,920,00018
Foundation and endowment and agency accounts income$15,817,00011
YTD Gross income other trust and agency accounts$33,00087
YTD Gross income custody and safekeeping agency accounts$10,122,00029
YTD Gross income other trust accounts$11,834,00011
Gross Fiduciary activities income$203,550,00022
YTD fiduciary expense (Dec. only)$137,356,00024
YTD fiduciary net loss (Dec. only)$324,00025
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$65,870,00018
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$55,872,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,201,00068
YTD Gross Income employee benefit defined benefit$2,261,00024
YTD Gross Income from other retirement accounts$11,749,00018
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$49,288,00019
Foundation and endowment and agency accounts income$11,937,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,606,00030
YTD Gross income other trust accounts$9,193,00012
Gross Fiduciary activities income$149,130,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$36,795,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$855,00066
YTD Gross Income employee benefit defined benefit$1,627,00023
YTD Gross Income from other retirement accounts$7,832,00018
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$32,584,00019
Foundation and endowment and agency accounts income$8,077,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,191,00029
YTD Gross income other trust accounts$6,354,00012
Gross Fiduciary activities income$99,332,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$18,572,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$457,00061
YTD Gross Income employee benefit defined benefit$842,00024
YTD Gross Income from other retirement accounts$3,873,00018
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$16,273,00017
Foundation and endowment and agency accounts income$4,337,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,716,00028
YTD Gross income other trust accounts$3,100,00014
Gross Fiduciary activities income$50,178,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$81,150,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,612,00067
YTD Gross Income employee benefit defined benefit$3,126,00025
YTD Gross Income from other retirement accounts$15,865,00017
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$59,576,00018
Foundation and endowment and agency accounts income$18,445,00011
YTD Gross income other trust and agency accounts$74,00062
YTD Gross income custody and safekeeping agency accounts$10,262,00030
YTD Gross income other trust accounts$12,084,00014
Gross Fiduciary activities income$202,194,00021
YTD fiduciary expense (Dec. only)$117,480,00024
YTD fiduciary net loss (Dec. only)$788,00019
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$83,926,00013
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$63,113,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,211,00067
YTD Gross Income employee benefit defined benefit$2,330,00028
YTD Gross Income from other retirement accounts$11,922,00017
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$43,403,00018
Foundation and endowment and agency accounts income$14,108,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,767,00031
YTD Gross income other trust accounts$8,918,00014
Gross Fiduciary activities income$152,826,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$42,189,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$786,00069
YTD Gross Income employee benefit defined benefit$1,621,00026
YTD Gross Income from other retirement accounts$7,921,00018
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$30,183,00018
Foundation and endowment and agency accounts income$9,412,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,261,00032
YTD Gross income other trust accounts$5,557,00016
Gross Fiduciary activities income$102,966,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$19,920,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$370,00070
YTD Gross Income employee benefit defined benefit$805,00026
YTD Gross Income from other retirement accounts$3,895,00018
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$16,532,00017
Foundation and endowment and agency accounts income$4,744,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,786,00031
YTD Gross income other trust accounts$2,747,00015
Gross Fiduciary activities income$51,815,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-12-31Rank
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$79,407,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,226,00054
YTD Gross Income employee benefit defined benefit$4,148,00021
YTD Gross Income from other retirement accounts$15,682,00017
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$66,386,00017
Foundation and endowment and agency accounts income$14,758,00010
YTD Gross income other trust and agency accounts$556,00018
YTD Gross income custody and safekeeping agency accounts$8,685,00033
YTD Gross income other trust accounts$11,346,00016
Gross Fiduciary activities income$203,194,00022
YTD fiduciary expense (Dec. only)$108,236,00025
YTD fiduciary net loss (Dec. only)$562,00023
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$94,396,00013
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$59,138,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,579,00054
YTD Gross Income employee benefit defined benefit$3,030,00021
YTD Gross Income from other retirement accounts$11,522,00017
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$48,997,00016
Foundation and endowment and agency accounts income$10,161,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,470,00033
YTD Gross income other trust accounts$8,315,00016
Gross Fiduciary activities income$149,732,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,606,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$925,00062
YTD Gross Income employee benefit defined benefit$1,857,00024
YTD Gross Income from other retirement accounts$7,439,00018
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$30,269,00016
Foundation and endowment and agency accounts income$5,911,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,508,00033
YTD Gross income other trust accounts$5,590,00017
Gross Fiduciary activities income$99,590,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,320,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,00068
YTD Gross Income employee benefit defined benefit$959,00024
YTD Gross Income from other retirement accounts$3,503,00020
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$15,520,00016
Foundation and endowment and agency accounts income$1,198,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,436,00032
YTD Gross income other trust accounts$2,854,00019
Gross Fiduciary activities income$50,601,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$89,804,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,723,00026
YTD Gross Income employee benefit defined benefit$4,851,00021
YTD Gross Income from other retirement accounts$12,928,00019
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$57,815,00017
Foundation and endowment and agency accounts income$5,185,00020
YTD Gross income other trust and agency accounts$1,862,00015
YTD Gross income custody and safekeeping agency accounts$8,860,00033
YTD Gross income other trust accounts$11,138,00018
Gross Fiduciary activities income$199,167,00020
YTD fiduciary expense (Dec. only)$136,409,00024
YTD fiduciary net loss (Dec. only)$348,00024
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$62,410,00018
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$67,366,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,205,00022
YTD Gross Income employee benefit defined benefit$3,785,00021
YTD Gross Income from other retirement accounts$9,559,00018
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$42,768,00016
Foundation and endowment and agency accounts income$3,909,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,549,00033
YTD Gross income other trust accounts$8,512,00017
Gross Fiduciary activities income$150,012,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,834,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,632,00021
YTD Gross Income employee benefit defined benefit$2,620,00021
YTD Gross Income from other retirement accounts$6,305,00018
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$28,155,00016
Foundation and endowment and agency accounts income$2,614,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,416,00033
YTD Gross income other trust accounts$6,456,00017
Gross Fiduciary activities income$100,989,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$22,455,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,921,00022
YTD Gross Income employee benefit defined benefit$1,150,00021
YTD Gross Income from other retirement accounts$3,076,00018
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$14,100,00015
Foundation and endowment and agency accounts income$1,320,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,107,00033
YTD Gross income other trust accounts$3,304,00018
Gross Fiduciary activities income$49,869,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$88,345,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,353,00021
YTD Gross Income employee benefit defined benefit$6,843,00018
YTD Gross Income from other retirement accounts$11,441,00019
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$51,220,00017
Foundation and endowment and agency accounts income$5,087,00018
YTD Gross income other trust and agency accounts$1,813,00015
YTD Gross income custody and safekeeping agency accounts$8,659,00031
YTD Gross income other trust accounts$10,109,00018
Gross Fiduciary activities income$191,874,00019
YTD fiduciary expense (Dec. only)$130,667,00025
YTD fiduciary net loss (Dec. only)$293,00032
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$60,914,00015
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$66,168,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,163,00022
YTD Gross Income employee benefit defined benefit$5,569,00018
YTD Gross Income from other retirement accounts$8,401,00019
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$37,838,00016
Foundation and endowment and agency accounts income$3,785,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,540,00030
YTD Gross income other trust accounts$7,700,00018
Gross Fiduciary activities income$143,458,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,288,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,131,00022
YTD Gross Income employee benefit defined benefit$4,084,00016
YTD Gross Income from other retirement accounts$5,507,00019
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$24,950,00016
Foundation and endowment and agency accounts income$2,528,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,449,00030
YTD Gross income other trust accounts$3,985,00018
Gross Fiduciary activities income$94,790,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$22,692,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,925,00022
YTD Gross Income employee benefit defined benefit$2,000,00016
YTD Gross Income from other retirement accounts$2,699,00019
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$12,825,00015
Foundation and endowment and agency accounts income$1,249,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,215,00030
YTD Gross income other trust accounts$1,778,00017
Gross Fiduciary activities income$47,798,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$91,628,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,630,00021
YTD Gross Income employee benefit defined benefit$9,666,00014
YTD Gross Income from other retirement accounts$10,733,00018
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$48,257,00016
Foundation and endowment and agency accounts income$4,990,00015
YTD Gross income other trust and agency accounts$1,719,00019
YTD Gross income custody and safekeeping agency accounts$9,631,00031
YTD Gross income other trust accounts$7,977,00018
Gross Fiduciary activities income$193,231,00015
YTD fiduciary expense (Dec. only)$109,666,00025
YTD fiduciary net loss (Dec. only)$268,00029
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$83,297,00012
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$68,708,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,627,00020
YTD Gross Income employee benefit defined benefit$7,530,00014
YTD Gross Income from other retirement accounts$8,100,00019
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$36,211,00017
Foundation and endowment and agency accounts income$3,783,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,415,00030
YTD Gross income other trust accounts$5,914,00018
Gross Fiduciary activities income$145,617,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$47,110,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,504,00020
YTD Gross Income employee benefit defined benefit$5,180,00014
YTD Gross Income from other retirement accounts$5,398,00018
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$24,248,00015
Foundation and endowment and agency accounts income$2,500,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,036,00029
YTD Gross income other trust accounts$4,117,00018
Gross Fiduciary activities income$99,023,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,445,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,006,00021
YTD Gross Income employee benefit defined benefit$2,513,00015
YTD Gross Income from other retirement accounts$2,669,00018
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$12,052,00015
Foundation and endowment and agency accounts income$1,140,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,537,00029
YTD Gross income other trust accounts$2,169,00018
Gross Fiduciary activities income$48,949,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$92,472,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,098,00025
YTD Gross Income employee benefit defined benefit$11,083,00014
YTD Gross Income from other retirement accounts$9,789,00017
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$44,196,00017
Foundation and endowment and agency accounts income$5,213,00015
YTD Gross income other trust and agency accounts$2,083,00017
YTD Gross income custody and safekeeping agency accounts$9,770,00029
YTD Gross income other trust accounts$10,525,00018
Gross Fiduciary activities income$192,229,00017
YTD fiduciary expense (Dec. only)$109,342,00027
YTD fiduciary net loss (Dec. only)$109,00051
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$82,778,00011
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$69,005,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,219,00025
YTD Gross Income employee benefit defined benefit$8,652,00014
YTD Gross Income from other retirement accounts$7,208,00016
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$32,717,00017
Foundation and endowment and agency accounts income$3,731,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,264,00030
YTD Gross income other trust accounts$7,976,00017
Gross Fiduciary activities income$143,431,00017
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$45,933,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,489,00024
YTD Gross Income employee benefit defined benefit$5,949,00014
YTD Gross Income from other retirement accounts$4,826,00017
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$22,151,00018
Foundation and endowment and agency accounts income$2,533,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,938,00030
YTD Gross income other trust accounts$5,618,00014
Gross Fiduciary activities income$96,567,00017
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,189,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,684,00024
YTD Gross Income employee benefit defined benefit$3,012,00013
YTD Gross Income from other retirement accounts$2,377,00016
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$10,987,00017
Foundation and endowment and agency accounts income$1,274,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,617,00029
YTD Gross income other trust accounts$2,860,00015
Gross Fiduciary activities income$48,556,00017
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$88,835,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,947,00028
YTD Gross Income employee benefit defined benefit$11,485,00015
YTD Gross Income from other retirement accounts$8,985,00018
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$38,837,00019
Foundation and endowment and agency accounts income$4,557,00014
YTD Gross income other trust and agency accounts$2,285,00014
YTD Gross income custody and safekeeping agency accounts$9,874,00030
YTD Gross income other trust accounts$15,882,00013
Gross Fiduciary activities income$185,687,00019
YTD fiduciary expense (Dec. only)$109,203,00026
YTD fiduciary net loss (Dec. only)$462,00026
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$76,022,00013
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$68,748,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,212,00029
YTD Gross Income employee benefit defined benefit$7,434,00016
YTD Gross Income from other retirement accounts$6,589,00017
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,296,00030
YTD Gross income other trust accounts$12,675,00012
Gross Fiduciary activities income$137,336,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$45,568,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,072,00032
YTD Gross Income employee benefit defined benefit$4,770,00017
YTD Gross Income from other retirement accounts$4,285,00016
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,821,00031
YTD Gross income other trust accounts$9,799,00012
Gross Fiduciary activities income$91,786,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,791,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$969,00033
YTD Gross Income employee benefit defined benefit$2,288,00019
YTD Gross Income from other retirement accounts$2,107,00015
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,385,00030
YTD Gross income other trust accounts$5,613,00012
Gross Fiduciary activities income$44,912,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$5,410,00015
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$220,694,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$166,112,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$112,678,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$56,369,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$6,126,00018
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$225,440,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$165,805,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$111,138,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$55,130,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$5,854,00019
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$210,921,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$156,689,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$104,674,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$51,934,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$273,00057
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$207,692,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$155,794,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$104,111,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$52,087,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$353,00048
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$206,988,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$154,708,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$103,930,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$51,656,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$230,00069
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$204,682,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$150,366,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$95,228,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$48,767,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$88,000107
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$247,089,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$331,00065
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$276,329,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$272,362,00024
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$254,765,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$309,425,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$253,908,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$55,412,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$41,309,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$164,186,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$157,065,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$135,655,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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