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Regions Bank, Gross Fiduciary and Related Services Income

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$43,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00036
YTD Gross Income employee benefit defined benefit$1,000,00021
YTD Gross Income from other retirement accounts$8,000,00017
YTD Gross Income corporate trust and agency$4,000,00011
Investment management and investment advisory agency accounts income$1,000,000120
Foundation and endowment and agency accounts income$4,000,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000,00029
YTD Gross income other trust accounts$3,000,00013
Gross Fiduciary activities income$73,000,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$171,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00037
YTD Gross Income employee benefit defined benefit$4,000,00021
YTD Gross Income from other retirement accounts$32,000,00017
YTD Gross Income corporate trust and agency$14,000,00013
Investment management and investment advisory agency accounts income$5,000,000105
Foundation and endowment and agency accounts income$16,000,00014
YTD Gross income other trust and agency accounts$6,000,0007
YTD Gross income custody and safekeeping agency accounts$7,000,00037
YTD Gross income other trust accounts$10,000,00017
Gross Fiduciary activities income$269,000,00021
YTD fiduciary expense (Dec. only)$171,000,00020
YTD fiduciary net loss (Dec. only)$1,000,00014
YTD fiduciary intracompany income (Dec. only)$5,000,00021
YTD net fiduciary income (Dec. only)$102,000,00020
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$125,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000,00035
YTD Gross Income employee benefit defined benefit$3,000,00021
YTD Gross Income from other retirement accounts$24,000,00017
YTD Gross Income corporate trust and agency$10,000,00012
Investment management and investment advisory agency accounts income$4,000,00097
Foundation and endowment and agency accounts income$12,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000,00035
YTD Gross income other trust accounts$7,000,00019
Gross Fiduciary activities income$197,000,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$81,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00033
YTD Gross Income employee benefit defined benefit$2,000,00020
YTD Gross Income from other retirement accounts$15,000,00017
YTD Gross Income corporate trust and agency$7,000,00013
Investment management and investment advisory agency accounts income$3,000,00086
Foundation and endowment and agency accounts income$8,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000,00038
YTD Gross income other trust accounts$7,000,00014
Gross Fiduciary activities income$131,000,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$38,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00033
YTD Gross Income employee benefit defined benefit$2,000,0009
YTD Gross Income from other retirement accounts$7,000,00017
YTD Gross Income corporate trust and agency$4,000,00012
Investment management and investment advisory agency accounts income$2,000,00072
Foundation and endowment and agency accounts income$4,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000,00034
YTD Gross income other trust accounts$3,000,00015
Gross Fiduciary activities income$66,000,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$145,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000,00027
YTD Gross Income employee benefit defined benefit$6,000,00013
YTD Gross Income from other retirement accounts$27,000,00017
YTD Gross Income corporate trust and agency$13,000,00016
Investment management and investment advisory agency accounts income$14,000,00048
Foundation and endowment and agency accounts income$14,000,00015
YTD Gross income other trust and agency accounts$12,000,0005
YTD Gross income custody and safekeeping agency accounts$6,000,00037
YTD Gross income other trust accounts$11,000,00018
Gross Fiduciary activities income$253,000,00020
YTD fiduciary expense (Dec. only)$157,000,00021
YTD fiduciary net loss (Dec. only)$1,000,00020
YTD fiduciary intracompany income (Dec. only)$5,000,00022
YTD net fiduciary income (Dec. only)$100,000,00017
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$109,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000,00032
YTD Gross Income employee benefit defined benefit$4,000,00016
YTD Gross Income from other retirement accounts$20,000,00017
YTD Gross Income corporate trust and agency$9,000,00017
Investment management and investment advisory agency accounts income$12,000,00042
Foundation and endowment and agency accounts income$10,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000,00039
YTD Gross income other trust accounts$8,000,00017
Gross Fiduciary activities income$187,000,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$71,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00032
YTD Gross Income employee benefit defined benefit$3,000,00012
YTD Gross Income from other retirement accounts$13,000,00017
YTD Gross Income corporate trust and agency$6,000,00018
Investment management and investment advisory agency accounts income$9,000,00036
Foundation and endowment and agency accounts income$7,000,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000,00036
YTD Gross income other trust accounts$5,000,00017
Gross Fiduciary activities income$124,000,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$36,000,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00033
YTD Gross Income employee benefit defined benefit$1,000,00020
YTD Gross Income from other retirement accounts$7,000,00017
YTD Gross Income corporate trust and agency$3,000,00018
Investment management and investment advisory agency accounts income$5,000,00034
Foundation and endowment and agency accounts income$3,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000,00033
YTD Gross income other trust accounts$3,000,00016
Gross Fiduciary activities income$62,000,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$143,000,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000,00034
YTD Gross Income employee benefit defined benefit$5,000,00018
YTD Gross Income from other retirement accounts$26,000,00017
YTD Gross Income corporate trust and agency$12,000,00018
Investment management and investment advisory agency accounts income$16,000,00040
Foundation and endowment and agency accounts income$13,000,00014
YTD Gross income other trust and agency accounts$8,000,0007
YTD Gross income custody and safekeeping agency accounts$6,000,00037
YTD Gross income other trust accounts$10,000,00018
Gross Fiduciary activities income$243,000,00019
YTD fiduciary expense (Dec. only)$151,000,00021
YTD fiduciary net loss (Dec. only)$1,000,00015
YTD fiduciary intracompany income (Dec. only)$6,000,00023
YTD net fiduciary income (Dec. only)$97,000,00017
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$107,000,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000,00034
YTD Gross Income employee benefit defined benefit$3,000,00021
YTD Gross Income from other retirement accounts$19,000,00017
YTD Gross Income corporate trust and agency$9,000,00017
Investment management and investment advisory agency accounts income$12,000,00039
Foundation and endowment and agency accounts income$10,000,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000,00042
YTD Gross income other trust accounts$8,000,00016
Gross Fiduciary activities income$179,000,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$68,000,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00034
YTD Gross Income employee benefit defined benefit$2,000,00021
YTD Gross Income from other retirement accounts$12,000,00017
YTD Gross Income corporate trust and agency$6,000,00018
Investment management and investment advisory agency accounts income$8,000,00039
Foundation and endowment and agency accounts income$6,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000,00039
YTD Gross income other trust accounts$6,000,00016
Gross Fiduciary activities income$116,000,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$34,000,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000,00035
YTD Gross Income employee benefit defined benefit$1,000,00021
YTD Gross Income from other retirement accounts$6,000,00017
YTD Gross Income corporate trust and agency$3,000,00017
Investment management and investment advisory agency accounts income$4,000,00038
Foundation and endowment and agency accounts income$3,000,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000,00046
YTD Gross income other trust accounts$3,000,00016
Gross Fiduciary activities income$57,000,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-12-31Rank
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$142,532,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,816,00034
YTD Gross Income employee benefit defined benefit$4,772,00018
YTD Gross Income from other retirement accounts$23,839,00017
YTD Gross Income corporate trust and agency$12,490,00017
Investment management and investment advisory agency accounts income$16,091,00038
Foundation and endowment and agency accounts income$12,319,00014
YTD Gross income other trust and agency accounts$4,769,0009
YTD Gross income custody and safekeeping agency accounts$6,267,00040
YTD Gross income other trust accounts$7,444,00020
Gross Fiduciary activities income$235,339,00020
YTD fiduciary expense (Dec. only)$156,690,00022
YTD fiduciary net loss (Dec. only)$813,00016
YTD fiduciary intracompany income (Dec. only)$9,375,00016
YTD net fiduciary income (Dec. only)$87,211,00019
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$107,164,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,451,00035
YTD Gross Income employee benefit defined benefit$3,574,00019
YTD Gross Income from other retirement accounts$17,775,00017
YTD Gross Income corporate trust and agency$9,000,00017
Investment management and investment advisory agency accounts income$12,199,00038
Foundation and endowment and agency accounts income$9,115,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,724,00039
YTD Gross income other trust accounts$5,329,00021
Gross Fiduciary activities income$175,038,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-06-30Rank
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$65,799,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,182,00035
YTD Gross Income employee benefit defined benefit$2,187,00020
YTD Gross Income from other retirement accounts$11,767,00017
YTD Gross Income corporate trust and agency$6,059,00017
Investment management and investment advisory agency accounts income$11,856,00030
Foundation and endowment and agency accounts income$5,707,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,103,00039
YTD Gross income other trust accounts$5,394,00017
Gross Fiduciary activities income$115,952,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-03-31Rank
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$33,233,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$952,00038
YTD Gross Income employee benefit defined benefit$1,041,00023
YTD Gross Income from other retirement accounts$5,780,00017
YTD Gross Income corporate trust and agency$2,990,00018
Investment management and investment advisory agency accounts income$5,908,00031
Foundation and endowment and agency accounts income$2,871,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,476,00038
YTD Gross income other trust accounts$2,570,00017
Gross Fiduciary activities income$57,711,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$127,896,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,582,00034
YTD Gross Income employee benefit defined benefit$4,831,00019
YTD Gross Income from other retirement accounts$20,513,00017
YTD Gross Income corporate trust and agency$11,683,00015
Investment management and investment advisory agency accounts income$22,989,00029
Foundation and endowment and agency accounts income$12,839,00014
YTD Gross income other trust and agency accounts$5,690,00010
YTD Gross income custody and safekeeping agency accounts$6,751,00035
YTD Gross income other trust accounts$12,210,00014
Gross Fiduciary activities income$229,984,00020
YTD fiduciary expense (Dec. only)$150,115,00024
YTD fiduciary net loss (Dec. only)$102,00054
YTD fiduciary intracompany income (Dec. only)$14,536,00014
YTD net fiduciary income (Dec. only)$94,303,00014
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$94,773,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,518,00032
YTD Gross Income employee benefit defined benefit$3,642,00018
YTD Gross Income from other retirement accounts$15,275,00017
YTD Gross Income corporate trust and agency$8,534,00016
Investment management and investment advisory agency accounts income$17,163,00029
Foundation and endowment and agency accounts income$9,676,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,145,00034
YTD Gross income other trust accounts$8,749,00012
Gross Fiduciary activities income$170,946,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$62,690,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,353,00033
YTD Gross Income employee benefit defined benefit$2,407,00019
YTD Gross Income from other retirement accounts$10,123,00017
YTD Gross Income corporate trust and agency$5,775,00015
Investment management and investment advisory agency accounts income$10,741,00030
Foundation and endowment and agency accounts income$6,296,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,478,00033
YTD Gross income other trust accounts$5,634,00013
Gross Fiduciary activities income$112,708,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$31,300,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,198,00031
YTD Gross Income employee benefit defined benefit$1,230,00018
YTD Gross Income from other retirement accounts$5,029,00017
YTD Gross Income corporate trust and agency$2,813,00016
Investment management and investment advisory agency accounts income$5,362,00030
Foundation and endowment and agency accounts income$3,095,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,917,00032
YTD Gross income other trust accounts$2,987,00013
Gross Fiduciary activities income$56,281,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$106,791,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,457,00033
YTD Gross Income employee benefit defined benefit$4,809,00016
YTD Gross Income from other retirement accounts$18,700,00017
YTD Gross Income corporate trust and agency$11,015,00016
Investment management and investment advisory agency accounts income$32,093,00025
Foundation and endowment and agency accounts income$12,453,00012
YTD Gross income other trust and agency accounts$6,192,0009
YTD Gross income custody and safekeeping agency accounts$5,895,00037
YTD Gross income other trust accounts$10,156,00012
Gross Fiduciary activities income$212,561,00020
YTD fiduciary expense (Dec. only)$141,543,00023
YTD fiduciary net loss (Dec. only)$389,00024
YTD fiduciary intracompany income (Dec. only)$16,106,00013
YTD net fiduciary income (Dec. only)$86,735,00014
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$74,972,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,212,00034
YTD Gross Income employee benefit defined benefit$3,623,00016
YTD Gross Income from other retirement accounts$13,844,00017
YTD Gross Income corporate trust and agency$8,027,00016
Investment management and investment advisory agency accounts income$27,275,00025
Foundation and endowment and agency accounts income$9,220,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,307,00038
YTD Gross income other trust accounts$7,611,00013
Gross Fiduciary activities income$156,287,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$44,394,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,146,00035
YTD Gross Income employee benefit defined benefit$2,417,00016
YTD Gross Income from other retirement accounts$9,094,00017
YTD Gross Income corporate trust and agency$5,287,00016
Investment management and investment advisory agency accounts income$22,210,00023
Foundation and endowment and agency accounts income$6,018,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,805,00037
YTD Gross income other trust accounts$4,923,00017
Gross Fiduciary activities income$102,200,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$20,731,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,018,00036
YTD Gross Income employee benefit defined benefit$1,213,00017
YTD Gross Income from other retirement accounts$4,510,00017
YTD Gross Income corporate trust and agency$2,688,00015
Investment management and investment advisory agency accounts income$12,094,00020
Foundation and endowment and agency accounts income$2,935,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,401,00035
YTD Gross income other trust accounts$3,548,00013
Gross Fiduciary activities income$50,138,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$89,225,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,569,00034
YTD Gross Income employee benefit defined benefit$4,955,00016
YTD Gross Income from other retirement accounts$17,201,00016
YTD Gross Income corporate trust and agency$10,896,00016
Investment management and investment advisory agency accounts income$43,543,00022
Foundation and endowment and agency accounts income$12,887,00013
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$2,216,00049
YTD Gross income other trust accounts$5,220,00021
Gross Fiduciary activities income$190,712,00022
YTD fiduciary expense (Dec. only)$145,683,00021
YTD fiduciary net loss (Dec. only)$1,009,00016
YTD fiduciary intracompany income (Dec. only)$8,988,00015
YTD net fiduciary income (Dec. only)$53,008,00020
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$68,050,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,440,00034
YTD Gross Income employee benefit defined benefit$3,755,00017
YTD Gross Income from other retirement accounts$12,826,00016
YTD Gross Income corporate trust and agency$7,905,00015
Investment management and investment advisory agency accounts income$32,505,00022
Foundation and endowment and agency accounts income$9,752,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,568,00054
YTD Gross income other trust accounts$2,403,00025
Gross Fiduciary activities income$142,204,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$47,011,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,291,00034
YTD Gross Income employee benefit defined benefit$2,514,00017
YTD Gross Income from other retirement accounts$8,417,00017
YTD Gross Income corporate trust and agency$5,268,00014
Investment management and investment advisory agency accounts income$21,245,00022
Foundation and endowment and agency accounts income$6,528,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,020,00055
YTD Gross income other trust accounts$1,387,00026
Gross Fiduciary activities income$95,681,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$22,485,0009
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,197,00033
YTD Gross Income employee benefit defined benefit$1,274,00018
YTD Gross Income from other retirement accounts$4,171,00017
YTD Gross Income corporate trust and agency$2,464,00014
Investment management and investment advisory agency accounts income$10,392,00022
Foundation and endowment and agency accounts income$3,173,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$535,00054
YTD Gross income other trust accounts$2,470,00018
Gross Fiduciary activities income$48,161,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$90,500,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,544,00035
YTD Gross Income employee benefit defined benefit$4,591,00019
YTD Gross Income from other retirement accounts$15,163,00018
YTD Gross Income corporate trust and agency$9,413,00015
Investment management and investment advisory agency accounts income$38,708,00023
Foundation and endowment and agency accounts income$13,248,00011
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$1,616,00062
YTD Gross income other trust accounts$3,708,00026
Gross Fiduciary activities income$181,491,00023
YTD fiduciary expense (Dec. only)$137,294,00021
YTD fiduciary net loss (Dec. only)$1,314,00017
YTD fiduciary intracompany income (Dec. only)$9,623,00016
YTD net fiduciary income (Dec. only)$52,506,00019
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$67,853,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,447,00035
YTD Gross Income employee benefit defined benefit$3,466,00019
YTD Gross Income from other retirement accounts$11,283,00018
YTD Gross Income corporate trust and agency$6,596,00015
Investment management and investment advisory agency accounts income$28,740,00023
Foundation and endowment and agency accounts income$10,001,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,035,00061
YTD Gross income other trust accounts$3,275,00025
Gross Fiduciary activities income$135,696,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$46,331,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,286,00035
YTD Gross Income employee benefit defined benefit$2,376,00019
YTD Gross Income from other retirement accounts$7,536,00017
YTD Gross Income corporate trust and agency$4,193,00015
Investment management and investment advisory agency accounts income$18,784,00023
Foundation and endowment and agency accounts income$7,016,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$677,00063
YTD Gross income other trust accounts$2,172,00025
Gross Fiduciary activities income$91,371,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$22,019,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,194,00032
YTD Gross Income employee benefit defined benefit$1,268,00020
YTD Gross Income from other retirement accounts$3,790,00018
YTD Gross Income corporate trust and agency$2,137,00015
Investment management and investment advisory agency accounts income$9,325,00023
Foundation and endowment and agency accounts income$3,419,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$387,00062
YTD Gross income other trust accounts$2,886,00018
Gross Fiduciary activities income$46,425,00024
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$85,730,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,578,00035
YTD Gross Income employee benefit defined benefit$4,409,00023
YTD Gross Income from other retirement accounts$12,831,00020
YTD Gross Income corporate trust and agency$9,208,00013
Investment management and investment advisory agency accounts income$34,383,00022
Foundation and endowment and agency accounts income$13,374,00011
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$1,359,00063
YTD Gross income other trust accounts$19,780,00013
Gross Fiduciary activities income$185,652,00024
YTD fiduciary expense (Dec. only)$150,410,00022
YTD fiduciary net loss (Dec. only)$694,00016
YTD fiduciary intracompany income (Dec. only)$8,501,00016
YTD net fiduciary income (Dec. only)$43,049,00020
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$64,436,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,427,00034
YTD Gross Income employee benefit defined benefit$3,407,00023
YTD Gross Income from other retirement accounts$9,447,00019
YTD Gross Income corporate trust and agency$6,527,00014
Investment management and investment advisory agency accounts income$25,663,00021
Foundation and endowment and agency accounts income$9,938,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$888,00065
YTD Gross income other trust accounts$15,666,00013
Gross Fiduciary activities income$139,399,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,051,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,272,00033
YTD Gross Income employee benefit defined benefit$2,142,00024
YTD Gross Income from other retirement accounts$6,106,00019
YTD Gross Income corporate trust and agency$4,112,00015
Investment management and investment advisory agency accounts income$16,810,00021
Foundation and endowment and agency accounts income$6,574,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$478,00067
YTD Gross income other trust accounts$9,767,00015
Gross Fiduciary activities income$92,312,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$20,320,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,149,00034
YTD Gross Income employee benefit defined benefit$1,087,00023
YTD Gross Income from other retirement accounts$2,958,00019
YTD Gross Income corporate trust and agency$1,949,00015
Investment management and investment advisory agency accounts income$8,358,00022
Foundation and endowment and agency accounts income$3,183,00012
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$231,00067
YTD Gross income other trust accounts$6,478,00012
Gross Fiduciary activities income$45,713,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$84,129,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,694,00031
YTD Gross Income employee benefit defined benefit$4,689,00023
YTD Gross Income from other retirement accounts$12,896,00018
YTD Gross Income corporate trust and agency$8,582,00014
Investment management and investment advisory agency accounts income$33,493,00020
Foundation and endowment and agency accounts income$12,190,00012
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$726,00076
YTD Gross income other trust accounts$21,215,00013
Gross Fiduciary activities income$182,614,00022
YTD fiduciary expense (Dec. only)$151,851,00022
YTD fiduciary net loss (Dec. only)$340,00029
YTD fiduciary intracompany income (Dec. only)$38,776,0009
YTD net fiduciary income (Dec. only)$69,199,00011
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$64,313,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,511,00030
YTD Gross Income employee benefit defined benefit$3,531,00023
YTD Gross Income from other retirement accounts$9,890,00018
YTD Gross Income corporate trust and agency$6,085,00013
Investment management and investment advisory agency accounts income$25,084,00021
Foundation and endowment and agency accounts income$8,909,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$359,00091
YTD Gross income other trust accounts$16,098,00013
Gross Fiduciary activities income$137,780,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$44,310,00010
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,349,00030
YTD Gross Income employee benefit defined benefit$2,383,00024
YTD Gross Income from other retirement accounts$6,710,00018
YTD Gross Income corporate trust and agency$4,039,00014
Investment management and investment advisory agency accounts income$16,847,00021
Foundation and endowment and agency accounts income$5,946,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$115,000132
YTD Gross income other trust accounts$10,535,00011
Gross Fiduciary activities income$93,234,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$20,759,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,201,00029
YTD Gross Income employee benefit defined benefit$1,213,00025
YTD Gross Income from other retirement accounts$3,308,00017
YTD Gross Income corporate trust and agency$2,008,00014
Investment management and investment advisory agency accounts income$8,270,00021
Foundation and endowment and agency accounts income$2,781,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,00088
YTD Gross income other trust accounts$5,715,00011
Gross Fiduciary activities income$45,377,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$84,859,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,510,00027
YTD Gross Income employee benefit defined benefit$5,449,00021
YTD Gross Income from other retirement accounts$13,583,00014
YTD Gross Income corporate trust and agency$8,218,00012
Investment management and investment advisory agency accounts income$33,067,00020
Foundation and endowment and agency accounts income$12,728,00011
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$700,00073
YTD Gross income other trust accounts$20,943,00012
Gross Fiduciary activities income$185,057,00017
YTD fiduciary expense (Dec. only)$138,278,00020
YTD fiduciary net loss (Dec. only)$1,082,00016
YTD fiduciary intracompany income (Dec. only)$32,803,0008
YTD net fiduciary income (Dec. only)$78,500,00013
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$64,147,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,438,00026
YTD Gross Income employee benefit defined benefit$4,114,00019
YTD Gross Income from other retirement accounts$10,356,00014
YTD Gross Income corporate trust and agency$5,913,00012
Investment management and investment advisory agency accounts income$24,925,00022
Foundation and endowment and agency accounts income$9,880,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$584,00072
YTD Gross income other trust accounts$15,218,00012
Gross Fiduciary activities income$139,575,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$43,935,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,210,00024
YTD Gross Income employee benefit defined benefit$2,755,00021
YTD Gross Income from other retirement accounts$6,930,00014
YTD Gross Income corporate trust and agency$3,923,00013
Investment management and investment advisory agency accounts income$15,789,00022
Foundation and endowment and agency accounts income$6,936,0009
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$429,00069
YTD Gross income other trust accounts$10,365,00011
Gross Fiduciary activities income$94,272,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,645,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,506,00024
YTD Gross Income employee benefit defined benefit$1,419,00020
YTD Gross Income from other retirement accounts$3,529,00013
YTD Gross Income corporate trust and agency$2,078,00014
Investment management and investment advisory agency accounts income$8,066,00021
Foundation and endowment and agency accounts income$3,073,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$257,00064
YTD Gross income other trust accounts$6,424,00011
Gross Fiduciary activities income$46,997,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$82,183,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,082,00026
YTD Gross Income employee benefit defined benefit$5,437,00020
YTD Gross Income from other retirement accounts$12,794,00012
YTD Gross Income corporate trust and agency$8,325,00016
Investment management and investment advisory agency accounts income$30,477,00022
Foundation and endowment and agency accounts income$12,751,0006
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$1,829,00052
YTD Gross income other trust accounts$22,442,00012
Gross Fiduciary activities income$183,320,00019
YTD fiduciary expense (Dec. only)$126,469,00022
YTD fiduciary net loss (Dec. only)$1,576,00012
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$55,275,00016
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$62,510,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,199,00026
YTD Gross Income employee benefit defined benefit$4,064,00022
YTD Gross Income from other retirement accounts$9,716,00011
YTD Gross Income corporate trust and agency$6,014,00016
Investment management and investment advisory agency accounts income$22,870,00020
Foundation and endowment and agency accounts income$9,555,0008
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,310,00057
YTD Gross income other trust accounts$15,301,00012
Gross Fiduciary activities income$136,539,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$42,773,00011
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,386,00025
YTD Gross Income employee benefit defined benefit$2,719,00022
YTD Gross Income from other retirement accounts$6,506,00013
YTD Gross Income corporate trust and agency$4,017,00018
Investment management and investment advisory agency accounts income$15,391,00021
Foundation and endowment and agency accounts income$6,696,0008
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$821,00057
YTD Gross income other trust accounts$8,723,00013
Gross Fiduciary activities income$91,032,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$19,691,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,679,00025
YTD Gross Income employee benefit defined benefit$1,347,00023
YTD Gross Income from other retirement accounts$3,292,00011
YTD Gross Income corporate trust and agency$2,148,00016
Investment management and investment advisory agency accounts income$7,644,00020
Foundation and endowment and agency accounts income$3,143,0009
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$596,00047
YTD Gross income other trust accounts$5,149,00012
Gross Fiduciary activities income$44,689,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$80,475,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,269,00026
YTD Gross Income employee benefit defined benefit$4,763,00023
YTD Gross Income from other retirement accounts$12,420,00012
YTD Gross Income corporate trust and agency$8,451,00018
Investment management and investment advisory agency accounts income$33,468,00021
Foundation and endowment and agency accounts income$12,218,0007
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$2,566,00048
YTD Gross income other trust accounts$14,556,00014
Gross Fiduciary activities income$176,186,00020
YTD fiduciary expense (Dec. only)$133,201,00021
YTD fiduciary net loss (Dec. only)$1,205,00018
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$41,780,00023
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$65,912,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,451,00022
YTD Gross Income employee benefit defined benefit$3,456,00024
YTD Gross Income from other retirement accounts$9,186,00013
YTD Gross Income corporate trust and agency$6,221,00017
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,109,00051
YTD Gross income other trust accounts$10,760,00014
Gross Fiduciary activities income$131,609,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$41,262,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,585,00024
YTD Gross Income employee benefit defined benefit$2,193,00024
YTD Gross Income from other retirement accounts$6,177,00011
YTD Gross Income corporate trust and agency$4,234,00017
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$1,647,00046
YTD Gross income other trust accounts$8,385,00014
Gross Fiduciary activities income$85,402,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$20,888,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,771,00027
YTD Gross Income employee benefit defined benefit$1,092,00025
YTD Gross Income from other retirement accounts$3,246,00010
YTD Gross Income corporate trust and agency$2,211,00017
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$727,00051
YTD Gross income other trust accounts$2,608,00015
Gross Fiduciary activities income$41,525,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$206,876,00019
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
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$161,884,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
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$101,622,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$49,529,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$212,680,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$159,482,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$106,163,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$52,665,00024
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$127,027,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$83,154,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$55,020,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$27,277,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$85,882,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$61,875,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$36,521,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$17,211,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$67,318,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$50,662,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$32,798,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,992,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$56,234,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$42,293,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$27,779,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$14,056,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$60,104,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$57,069,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$58,054,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$53,906,00049
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
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$55,413,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$26,411,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,706,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,005,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$19,350,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$18,219,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,801,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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