Home > PNC Bank > Gross Fiduciary and Related Services Income

PNC Bank, Gross Fiduciary and Related Services Income

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$280,492,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,530,00018
YTD Gross Income employee benefit defined benefit$32,015,0005
YTD Gross Income from other retirement accounts$94,665,0006
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$421,332,0007
Foundation and endowment and agency accounts income$106,361,0004
YTD Gross income other trust and agency accounts$8,00085
YTD Gross income custody and safekeeping agency accounts$18,571,00024
YTD Gross income other trust accounts$994,00047
Gross Fiduciary activities income$963,968,00010
YTD fiduciary expense (Dec. only)$784,750,00010
YTD fiduciary net loss (Dec. only)$31,552,0003
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$147,666,00016
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$208,453,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,205,00018
YTD Gross Income employee benefit defined benefit$25,064,0005
YTD Gross Income from other retirement accounts$68,607,0006
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$296,484,0008
Foundation and endowment and agency accounts income$77,407,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,914,00020
YTD Gross income other trust accounts$478,00058
Gross Fiduciary activities income$698,612,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$138,251,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,867,00019
YTD Gross Income employee benefit defined benefit$16,618,0005
YTD Gross Income from other retirement accounts$44,281,0006
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$196,007,0008
Foundation and endowment and agency accounts income$51,087,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,777,00021
YTD Gross income other trust accounts$339,00059
Gross Fiduciary activities income$461,227,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$66,708,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,399,00018
YTD Gross Income employee benefit defined benefit$8,352,0005
YTD Gross Income from other retirement accounts$21,326,0006
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$97,275,0007
Foundation and endowment and agency accounts income$25,525,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,673,00022
YTD Gross income other trust accounts$267,00046
Gross Fiduciary activities income$226,526,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$257,246,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,487,00016
YTD Gross Income employee benefit defined benefit$29,136,0005
YTD Gross Income from other retirement accounts$75,972,0006
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$350,954,0007
Foundation and endowment and agency accounts income$91,401,0004
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$18,438,00022
YTD Gross income other trust accounts$2,735,00031
Gross Fiduciary activities income$835,369,00010
YTD fiduciary expense (Dec. only)$769,107,0009
YTD fiduciary net loss (Dec. only)$4,550,00012
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$61,712,00021
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$188,888,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,187,00015
YTD Gross Income employee benefit defined benefit$21,401,0005
YTD Gross Income from other retirement accounts$55,419,0007
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$258,151,0007
Foundation and endowment and agency accounts income$67,753,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,525,00022
YTD Gross income other trust accounts$2,314,00029
Gross Fiduciary activities income$614,637,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$120,981,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,705,00016
YTD Gross Income employee benefit defined benefit$14,211,0005
YTD Gross Income from other retirement accounts$35,863,0007
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$169,240,0008
Foundation and endowment and agency accounts income$44,336,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,722,00022
YTD Gross income other trust accounts$1,137,00034
Gross Fiduciary activities income$399,195,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$61,044,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,462,00015
YTD Gross Income employee benefit defined benefit$7,136,0005
YTD Gross Income from other retirement accounts$17,617,0007
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$83,812,0009
Foundation and endowment and agency accounts income$23,084,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,463,00024
YTD Gross income other trust accounts$575,00033
Gross Fiduciary activities income$200,193,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$260,154,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,642,00013
YTD Gross Income employee benefit defined benefit$28,679,0005
YTD Gross Income from other retirement accounts$70,660,0008
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$375,788,0005
Foundation and endowment and agency accounts income$88,593,0004
YTD Gross income other trust and agency accounts$242,00031
YTD Gross income custody and safekeeping agency accounts$19,056,00022
YTD Gross income other trust accounts$490,00070
Gross Fiduciary activities income$860,304,00010
YTD fiduciary expense (Dec. only)$866,065,0008
YTD fiduciary net loss (Dec. only)$6,343,00010
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$-12,104,0005,175
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$192,485,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,164,00012
YTD Gross Income employee benefit defined benefit$21,535,0005
YTD Gross Income from other retirement accounts$51,933,0008
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$284,755,0005
Foundation and endowment and agency accounts income$65,704,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,356,00022
YTD Gross income other trust accounts$385,00068
Gross Fiduciary activities income$645,430,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$128,198,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,884,0009
YTD Gross Income employee benefit defined benefit$14,307,0006
YTD Gross Income from other retirement accounts$34,108,0007
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$189,568,0005
Foundation and endowment and agency accounts income$43,530,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,605,00022
YTD Gross income other trust accounts$273,00064
Gross Fiduciary activities income$432,476,0009
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 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$59,541,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,344,0006
YTD Gross Income employee benefit defined benefit$7,004,0006
YTD Gross Income from other retirement accounts$16,810,0007
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$93,277,0005
Foundation and endowment and agency accounts income$20,629,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,666,00022
YTD Gross income other trust accounts$161,00056
Gross Fiduciary activities income$211,430,0009
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 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$264,031,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,334,0006
YTD Gross Income employee benefit defined benefit$30,566,0006
YTD Gross Income from other retirement accounts$65,189,0008
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$376,613,0005
Foundation and endowment and agency accounts income$87,206,0003
YTD Gross income other trust and agency accounts$2,000129
YTD Gross income custody and safekeeping agency accounts$19,740,00022
YTD Gross income other trust accounts$673,00056
Gross Fiduciary activities income$881,354,0009
YTD fiduciary expense (Dec. only)$824,646,0009
YTD fiduciary net loss (Dec. only)$8,427,0008
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$48,281,00026
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$200,027,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,844,0006
YTD Gross Income employee benefit defined benefit$23,559,0006
YTD Gross Income from other retirement accounts$49,221,0008
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$285,179,0005
Foundation and endowment and agency accounts income$65,769,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,946,00022
YTD Gross income other trust accounts$552,00058
Gross Fiduciary activities income$667,098,0009
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 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$133,065,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,073,0006
YTD Gross Income employee benefit defined benefit$16,461,0006
YTD Gross Income from other retirement accounts$32,294,0009
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$188,481,0005
Foundation and endowment and agency accounts income$43,512,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,733,00022
YTD Gross income other trust accounts$362,00056
Gross Fiduciary activities income$441,981,0009
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 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$67,481,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,804,0007
YTD Gross Income employee benefit defined benefit$8,026,0006
YTD Gross Income from other retirement accounts$15,991,0009
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$94,314,0005
Foundation and endowment and agency accounts income$21,975,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,918,00022
YTD Gross income other trust accounts$190,00053
Gross Fiduciary activities income$221,700,0009
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 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$269,640,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,415,0006
YTD Gross Income employee benefit defined benefit$31,665,0006
YTD Gross Income from other retirement accounts$59,399,0008
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$358,715,0005
Foundation and endowment and agency accounts income$85,336,0003
YTD Gross income other trust and agency accounts$26,00096
YTD Gross income custody and safekeeping agency accounts$20,206,00023
YTD Gross income other trust accounts$831,00054
Gross Fiduciary activities income$863,233,0009
YTD fiduciary expense (Dec. only)$769,314,0009
YTD fiduciary net loss (Dec. only)$8,406,0008
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$85,513,00015
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$201,253,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,330,0006
YTD Gross Income employee benefit defined benefit$23,730,0006
YTD Gross Income from other retirement accounts$43,826,0008
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$266,060,0005
Foundation and endowment and agency accounts income$63,733,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,313,00022
YTD Gross income other trust accounts$601,00055
Gross Fiduciary activities income$642,864,0009
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 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$134,557,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,092,0006
YTD Gross Income employee benefit defined benefit$15,772,0006
YTD Gross Income from other retirement accounts$28,816,0008
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$175,514,0005
Foundation and endowment and agency accounts income$42,725,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,606,00020
YTD Gross income other trust accounts$410,00053
Gross Fiduciary activities income$427,505,0009
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 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$67,266,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,663,0006
YTD Gross Income employee benefit defined benefit$8,053,0006
YTD Gross Income from other retirement accounts$14,238,0008
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$87,709,0005
Foundation and endowment and agency accounts income$22,143,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,244,00020
YTD Gross income other trust accounts$209,00047
Gross Fiduciary activities income$214,526,0009
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 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$269,205,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,401,0006
YTD Gross Income employee benefit defined benefit$33,174,0006
YTD Gross Income from other retirement accounts$53,994,0008
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$340,310,0005
Foundation and endowment and agency accounts income$81,507,0003
YTD Gross income other trust and agency accounts$48,00078
YTD Gross income custody and safekeeping agency accounts$20,222,00021
YTD Gross income other trust accounts$784,00052
Gross Fiduciary activities income$836,644,0009
YTD fiduciary expense (Dec. only)$738,649,0009
YTD fiduciary net loss (Dec. only)$4,560,0007
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$93,435,00013
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$201,868,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,192,0006
YTD Gross Income employee benefit defined benefit$25,074,0006
YTD Gross Income from other retirement accounts$40,369,0008
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$252,275,0005
Foundation and endowment and agency accounts income$60,235,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,216,00020
YTD Gross income other trust accounts$569,00054
Gross Fiduciary activities income$623,839,0009
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 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$132,776,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,875,0006
YTD Gross Income employee benefit defined benefit$16,940,0006
YTD Gross Income from other retirement accounts$26,457,0008
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$162,589,0005
Foundation and endowment and agency accounts income$39,434,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,264,00020
YTD Gross income other trust accounts$371,00057
Gross Fiduciary activities income$407,735,0009
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 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$65,558,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,165,0006
YTD Gross Income employee benefit defined benefit$8,239,0006
YTD Gross Income from other retirement accounts$12,856,0008
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$79,108,0005
Foundation and endowment and agency accounts income$19,445,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,009,00020
YTD Gross income other trust accounts$158,00053
Gross Fiduciary activities income$199,541,0009
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 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$285,578,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,453,0007
YTD Gross Income employee benefit defined benefit$31,376,0006
YTD Gross Income from other retirement accounts$52,516,0007
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$315,191,0005
Foundation and endowment and agency accounts income$112,201,0002
YTD Gross income other trust and agency accounts$30,00095
YTD Gross income custody and safekeeping agency accounts$17,597,00022
YTD Gross income other trust accounts$1,162,00038
Gross Fiduciary activities income$852,104,0009
YTD fiduciary expense (Dec. only)$708,646,0009
YTD fiduciary net loss (Dec. only)$7,962,0009
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$135,496,00010
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$214,739,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,521,0008
YTD Gross Income employee benefit defined benefit$22,532,0006
YTD Gross Income from other retirement accounts$39,116,0007
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$235,698,0005
Foundation and endowment and agency accounts income$90,790,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,612,00022
YTD Gross income other trust accounts$869,00040
Gross Fiduciary activities income$644,893,0009
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 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$146,326,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,514,0008
YTD Gross Income employee benefit defined benefit$13,930,0007
YTD Gross Income from other retirement accounts$26,005,0007
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$158,247,0005
Foundation and endowment and agency accounts income$68,475,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,592,00023
YTD Gross income other trust accounts$562,00040
Gross Fiduciary activities income$441,661,0009
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 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$71,119,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,668,0004
YTD Gross Income employee benefit defined benefit$4,617,0008
YTD Gross Income from other retirement accounts$12,665,0008
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$79,232,0005
Foundation and endowment and agency accounts income$18,344,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,281,00032
YTD Gross income other trust accounts$145,00058
Gross Fiduciary activities income$202,074,0009
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 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$293,891,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,639,00011
YTD Gross Income employee benefit defined benefit$33,663,0006
YTD Gross Income from other retirement accounts$47,497,0008
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$253,985,0006
Foundation and endowment and agency accounts income$91,348,0003
YTD Gross income other trust and agency accounts$27,00091
YTD Gross income custody and safekeeping agency accounts$33,961,00017
YTD Gross income other trust accounts$18,958,00013
Gross Fiduciary activities income$797,969,0009
YTD fiduciary expense (Dec. only)$658,843,0009
YTD fiduciary net loss (Dec. only)$6,752,0008
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$132,374,00012
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$221,224,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,042,00011
YTD Gross Income employee benefit defined benefit$25,916,0006
YTD Gross Income from other retirement accounts$35,055,0008
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$187,997,0007
Foundation and endowment and agency accounts income$69,006,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,732,00017
YTD Gross income other trust accounts$13,972,00013
Gross Fiduciary activities income$596,961,0009
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 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$148,570,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,876,00012
YTD Gross Income employee benefit defined benefit$17,706,0006
YTD Gross Income from other retirement accounts$22,949,0008
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$122,704,0007
Foundation and endowment and agency accounts income$45,837,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,800,00018
YTD Gross income other trust accounts$9,285,00013
Gross Fiduciary activities income$395,739,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$71,978,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,284,00014
YTD Gross Income employee benefit defined benefit$8,682,0006
YTD Gross Income from other retirement accounts$11,035,0008
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$60,508,0006
Foundation and endowment and agency accounts income$23,696,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,545,00018
YTD Gross income other trust accounts$3,909,00015
Gross Fiduciary activities income$193,641,0009
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 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$280,908,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,633,00015
YTD Gross Income employee benefit defined benefit$33,159,0006
YTD Gross Income from other retirement accounts$39,502,0009
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$199,765,0007
Foundation and endowment and agency accounts income$84,132,0003
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$33,376,00018
YTD Gross income other trust accounts$41,801,0008
Gross Fiduciary activities income$728,276,0009
YTD fiduciary expense (Dec. only)$609,569,0009
YTD fiduciary net loss (Dec. only)$4,204,00010
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$114,503,00011
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$208,385,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,614,00017
YTD Gross Income employee benefit defined benefit$25,608,0006
YTD Gross Income from other retirement accounts$28,641,0009
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$148,717,0007
Foundation and endowment and agency accounts income$59,687,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,839,00018
YTD Gross income other trust accounts$29,845,0008
Gross Fiduciary activities income$536,336,0009
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 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$138,964,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,841,00018
YTD Gross Income employee benefit defined benefit$15,579,0006
YTD Gross Income from other retirement accounts$18,743,0009
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$98,609,0007
Foundation and endowment and agency accounts income$38,494,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,770,00018
YTD Gross income other trust accounts$21,159,0008
Gross Fiduciary activities income$354,159,0009
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 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$69,037,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,610,00013
YTD Gross Income employee benefit defined benefit$7,416,0006
YTD Gross Income from other retirement accounts$8,939,00010
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$49,441,0007
Foundation and endowment and agency accounts income$16,037,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,520,00018
YTD Gross income other trust accounts$11,277,0008
Gross Fiduciary activities income$174,278,0009
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 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$255,900,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,926,0009
YTD Gross Income employee benefit defined benefit$29,561,0006
YTD Gross Income from other retirement accounts$31,426,00010
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$168,986,0007
Foundation and endowment and agency accounts income$73,731,0003
YTD Gross income other trust and agency accounts$302,00030
YTD Gross income custody and safekeeping agency accounts$29,416,00018
YTD Gross income other trust accounts$25,861,00012
Gross Fiduciary activities income$652,109,0009
YTD fiduciary expense (Dec. only)$602,200,0009
YTD fiduciary net loss (Dec. only)$10,306,0006
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$39,603,00019
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$191,106,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,235,0008
YTD Gross Income employee benefit defined benefit$22,465,0006
YTD Gross Income from other retirement accounts$23,136,0009
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$124,533,0007
Foundation and endowment and agency accounts income$54,536,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,436,00018
YTD Gross income other trust accounts$17,558,00012
Gross Fiduciary activities income$485,231,0009
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 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$127,155,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,514,0006
YTD Gross Income employee benefit defined benefit$15,704,0006
YTD Gross Income from other retirement accounts$15,105,0009
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$85,272,0007
Foundation and endowment and agency accounts income$35,148,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,695,00018
YTD Gross income other trust accounts$6,286,00015
Gross Fiduciary activities income$322,017,0009
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 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$64,991,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,459,0005
YTD Gross Income employee benefit defined benefit$7,181,0006
YTD Gross Income from other retirement accounts$7,544,0009
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$42,176,0007
Foundation and endowment and agency accounts income$18,101,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,560,00017
YTD Gross income other trust accounts$1,125,00020
Gross Fiduciary activities income$162,163,0009
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 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$255,279,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,992,0005
YTD Gross Income employee benefit defined benefit$29,414,0006
YTD Gross Income from other retirement accounts$28,001,0008
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$155,228,0008
Foundation and endowment and agency accounts income$68,296,0002
YTD Gross income other trust and agency accounts$183,00043
YTD Gross income custody and safekeeping agency accounts$28,190,00017
YTD Gross income other trust accounts$11,634,00016
Gross Fiduciary activities income$628,217,0009
YTD fiduciary expense (Dec. only)$572,325,0009
YTD fiduciary net loss (Dec. only)$7,741,0007
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$48,151,00017
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$192,210,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,613,0004
YTD Gross Income employee benefit defined benefit$22,309,0006
YTD Gross Income from other retirement accounts$21,263,0008
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$116,749,0008
Foundation and endowment and agency accounts income$50,591,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,268,00016
YTD Gross income other trust accounts$9,300,00014
Gross Fiduciary activities income$473,448,0009
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 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$130,126,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,458,0004
YTD Gross Income employee benefit defined benefit$15,262,0006
YTD Gross Income from other retirement accounts$14,386,0008
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$78,766,0008
Foundation and endowment and agency accounts income$33,889,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,359,00014
YTD Gross income other trust accounts$5,468,00016
Gross Fiduciary activities income$319,805,0009
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 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$65,506,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,538,0005
YTD Gross Income employee benefit defined benefit$7,471,0006
YTD Gross Income from other retirement accounts$7,164,0008
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$38,673,0008
Foundation and endowment and agency accounts income$16,491,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,497,00015
YTD Gross income other trust accounts$2,926,00016
Gross Fiduciary activities income$158,282,0009
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 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$244,067,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,334,0005
YTD Gross Income employee benefit defined benefit$27,976,0007
YTD Gross Income from other retirement accounts$23,428,0007
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$144,322,0009
Foundation and endowment and agency accounts income$58,265,0002
YTD Gross income other trust and agency accounts$339,00032
YTD Gross income custody and safekeeping agency accounts$32,761,00014
YTD Gross income other trust accounts$23,945,00011
Gross Fiduciary activities income$597,437,0009
YTD fiduciary expense (Dec. only)$546,280,0009
YTD fiduciary net loss (Dec. only)$9,319,0006
YTD fiduciary intracompany income (Dec. only)$2,460,00032
YTD net fiduciary income (Dec. only)$44,298,00018
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$180,223,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,352,0005
YTD Gross Income employee benefit defined benefit$20,269,0007
YTD Gross Income from other retirement accounts$16,786,0006
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$107,490,0009
Foundation and endowment and agency accounts income$42,756,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,302,00014
YTD Gross income other trust accounts$19,645,00011
Gross Fiduciary activities income$444,106,0009
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 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$128,554,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,711,0006
YTD Gross Income employee benefit defined benefit$7,030,00012
YTD Gross Income from other retirement accounts$13,872,0008
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$71,933,00010
Foundation and endowment and agency accounts income$26,932,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,774,00013
YTD Gross income other trust accounts$14,768,00011
Gross Fiduciary activities income$301,802,0009
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 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$69,090,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,445,0005
YTD Gross Income employee benefit defined benefit$6,384,0007
YTD Gross Income from other retirement accounts$6,399,0007
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$25,255,00011
Foundation and endowment and agency accounts income$11,732,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,013,00013
YTD Gross income other trust accounts$14,037,0009
Gross Fiduciary activities income$158,667,0009
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 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$269,057,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,854,0006
YTD Gross Income employee benefit defined benefit$19,569,00011
YTD Gross Income from other retirement accounts$25,242,0007
YTD Gross Income corporate trust and agency$6,630,00019
Investment management and investment advisory agency accounts income$97,904,00013
Foundation and endowment and agency accounts income$40,556,0001
YTD Gross income other trust and agency accounts$6,405,00011
YTD Gross income custody and safekeeping agency accounts$34,889,00013
YTD Gross income other trust accounts$51,698,0009
Gross Fiduciary activities income$598,804,00010
YTD fiduciary expense (Dec. only)$521,490,0009
YTD fiduciary net loss (Dec. only)$12,286,0007
YTD fiduciary intracompany income (Dec. only)$8,083,00017
YTD net fiduciary income (Dec. only)$73,111,00014
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$114,727,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,307,0005
YTD Gross Income employee benefit defined benefit$12,044,00012
YTD Gross Income from other retirement accounts$10,295,00011
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$23,171,00014
YTD Gross income other trust accounts$34,176,0009
Gross Fiduciary activities income$309,107,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$70,154,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,799,0006
YTD Gross Income employee benefit defined benefit$8,109,00012
YTD Gross Income from other retirement accounts$6,254,00010
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$8,860,00024
YTD Gross income other trust accounts$134,000105
Gross Fiduciary activities income$164,456,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$34,255,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,363,0006
YTD Gross Income employee benefit defined benefit$4,080,00012
YTD Gross Income from other retirement accounts$3,039,00011
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$4,360,00023
YTD Gross income other trust accounts$84,00096
Gross Fiduciary activities income$80,970,00011
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$34,666,0007
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$389,183,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$305,493,00014
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
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$205,989,00015
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$104,985,00013
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
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$38,457,0007
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$418,807,00014
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
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$308,272,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$173,959,00015
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$85,917,00015
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$28,750,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$328,572,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$243,179,00017
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 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$162,606,00017
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 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$80,598,00017
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 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$25,273,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$313,301,00018
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
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$233,213,00018
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
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$152,048,00018
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
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$75,432,00019
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
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$22,629,0008
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$296,226,00018
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
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$223,552,00017
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 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$151,025,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$77,283,00017
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 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$20,974,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$291,582,00018
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
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$216,626,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$143,541,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$70,457,00017
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 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$22,350,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$308,291,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$29,133,0008
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$365,434,00013
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
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$771,456,0006
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
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$634,045,0007
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
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$636,629,0009
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
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$462,220,0007
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
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$327,870,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$48,211,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$43,810,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$34,789,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$34,451,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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