Home > Truist Bank > Gross Fiduciary and Related Services Income

Truist Bank, Gross Fiduciary and Related Services Income

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$85,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000,0005
YTD Gross Income employee benefit defined benefit$10,000,0007
YTD Gross Income from other retirement accounts$6,000,00021
YTD Gross Income corporate trust and agency$4,000,00021
Investment management and investment advisory agency accounts income$77,000,00012
Foundation and endowment and agency accounts income$18,000,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000,00023
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$229,000,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$42,000,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000,0005
YTD Gross Income employee benefit defined benefit$5,000,0007
YTD Gross Income from other retirement accounts$4,000,00020
YTD Gross Income corporate trust and agency$2,000,00021
Investment management and investment advisory agency accounts income$40,000,00012
Foundation and endowment and agency accounts income$9,000,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000,00022
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$118,000,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$65,000,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000,0008
YTD Gross Income employee benefit defined benefit$10,000,00010
YTD Gross Income from other retirement accounts$5,000,00037
YTD Gross Income corporate trust and agency$3,000,00026
Investment management and investment advisory agency accounts income$66,000,00020
Foundation and endowment and agency accounts income$11,000,00015
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$6,000,00037
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$194,000,00025
YTD fiduciary expense (Dec. only)$189,000,00017
YTD fiduciary net loss (Dec. only)$1,000,00015
YTD fiduciary intracompany income (Dec. only)$28,000,00012
YTD net fiduciary income (Dec. only)$32,000,00028
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$47,000,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000,0008
YTD Gross Income employee benefit defined benefit$7,000,00010
YTD Gross Income from other retirement accounts$3,000,00046
YTD Gross Income corporate trust and agency$2,000,00027
Investment management and investment advisory agency accounts income$44,000,00021
Foundation and endowment and agency accounts income$7,000,00016
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$0196
Gross Fiduciary activities income$134,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$31,000,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000,0008
YTD Gross Income employee benefit defined benefit$5,000,00010
YTD Gross Income from other retirement accounts$2,000,00045
YTD Gross Income corporate trust and agency$1,000,00030
Investment management and investment advisory agency accounts income$29,000,00021
Foundation and endowment and agency accounts income$5,000,00016
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$0207
Gross Fiduciary activities income$89,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,000,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000,0009
YTD Gross Income employee benefit defined benefit$2,000,00011
YTD Gross Income from other retirement accounts$1,000,00046
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$14,000,00021
Foundation and endowment and agency accounts income$2,000,00018
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$0188
Gross Fiduciary activities income$43,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$64,000,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000,0009
YTD Gross Income employee benefit defined benefit$9,000,00011
YTD Gross Income from other retirement accounts$4,000,00044
YTD Gross Income corporate trust and agency$2,000,00030
Investment management and investment advisory agency accounts income$56,000,00021
Foundation and endowment and agency accounts income$10,000,00016
YTD Gross income other trust and agency accounts$1,000,00020
YTD Gross income custody and safekeeping agency accounts$6,000,00041
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$179,000,00026
YTD fiduciary expense (Dec. only)$166,000,00021
YTD fiduciary net loss (Dec. only)$1,000,00013
YTD fiduciary intracompany income (Dec. only)$28,000,00013
YTD net fiduciary income (Dec. only)$40,000,00029
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$48,000,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000,0009
YTD Gross Income employee benefit defined benefit$7,000,00011
YTD Gross Income from other retirement accounts$3,000,00044
YTD Gross Income corporate trust and agency$1,000,00030
Investment management and investment advisory agency accounts income$42,000,00021
Foundation and endowment and agency accounts income$8,000,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000,00043
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$135,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$33,000,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000,0008
YTD Gross Income employee benefit defined benefit$5,000,00011
YTD Gross Income from other retirement accounts$2,000,00045
YTD Gross Income corporate trust and agency$1,000,00029
Investment management and investment advisory agency accounts income$28,000,00021
Foundation and endowment and agency accounts income$5,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000,00040
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$91,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$17,000,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000,0008
YTD Gross Income employee benefit defined benefit$2,000,00011
YTD Gross Income from other retirement accounts$1,000,00045
YTD Gross Income corporate trust and agency$1,000,00026
Investment management and investment advisory agency accounts income$14,000,00021
Foundation and endowment and agency accounts income$3,000,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000,00044
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$46,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$61,000,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000,0008
YTD Gross Income employee benefit defined benefit$9,000,00011
YTD Gross Income from other retirement accounts$5,000,00036
YTD Gross Income corporate trust and agency$2,000,00030
Investment management and investment advisory agency accounts income$52,000,00021
Foundation and endowment and agency accounts income$10,000,00015
YTD Gross income other trust and agency accounts$1,000,00020
YTD Gross income custody and safekeeping agency accounts$6,000,00036
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$173,000,00026
YTD fiduciary expense (Dec. only)$165,000,00022
YTD fiduciary net loss (Dec. only)$1,000,00017
YTD fiduciary intracompany income (Dec. only)$30,000,00012
YTD net fiduciary income (Dec. only)$37,000,00029
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$46,000,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000,0009
YTD Gross Income employee benefit defined benefit$7,000,00011
YTD Gross Income from other retirement accounts$3,000,00041
YTD Gross Income corporate trust and agency$1,000,00031
Investment management and investment advisory agency accounts income$39,000,00020
Foundation and endowment and agency accounts income$7,000,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000,00036
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$128,000,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$31,000,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000,0009
YTD Gross Income employee benefit defined benefit$4,000,00012
YTD Gross Income from other retirement accounts$2,000,00040
YTD Gross Income corporate trust and agency$1,000,00029
Investment management and investment advisory agency accounts income$26,000,00021
Foundation and endowment and agency accounts income$5,000,00014
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$0196
Gross Fiduciary activities income$85,000,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,978,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,587,0008
YTD Gross Income employee benefit defined benefit$2,232,00011
YTD Gross Income from other retirement accounts$1,116,00038
YTD Gross Income corporate trust and agency$320,00032
Investment management and investment advisory agency accounts income$12,703,00021
Foundation and endowment and agency accounts income$2,378,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,702,00035
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$42,238,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$63,381,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,825,00010
YTD Gross Income employee benefit defined benefit$8,642,00011
YTD Gross Income from other retirement accounts$4,899,00035
YTD Gross Income corporate trust and agency$1,426,00032
Investment management and investment advisory agency accounts income$47,267,00021
Foundation and endowment and agency accounts income$8,863,00014
YTD Gross income other trust and agency accounts$535,00026
YTD Gross income custody and safekeeping agency accounts$5,234,00041
YTD Gross income other trust accounts$17,000225
Gross Fiduciary activities income$166,089,00025
YTD fiduciary expense (Dec. only)$155,185,00021
YTD fiduciary net loss (Dec. only)$-1,020,0005,911
YTD fiduciary intracompany income (Dec. only)$30,432,00011
YTD net fiduciary income (Dec. only)$42,356,00025
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$47,130,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,065,00010
YTD Gross Income employee benefit defined benefit$6,368,00011
YTD Gross Income from other retirement accounts$3,762,00032
YTD Gross Income corporate trust and agency$1,200,00031
Investment management and investment advisory agency accounts income$34,828,00021
Foundation and endowment and agency accounts income$6,472,00013
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,541,00043
YTD Gross income other trust accounts$17,000168
Gross Fiduciary activities income$122,762,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$30,158,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,150,0009
YTD Gross Income employee benefit defined benefit$4,183,00011
YTD Gross Income from other retirement accounts$2,670,00031
YTD Gross Income corporate trust and agency$637,00035
Investment management and investment advisory agency accounts income$22,787,00022
Foundation and endowment and agency accounts income$4,183,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,547,00040
YTD Gross income other trust accounts$17,000162
Gross Fiduciary activities income$80,613,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,388,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,806,00010
YTD Gross Income employee benefit defined benefit$1,946,00012
YTD Gross Income from other retirement accounts$960,00038
YTD Gross Income corporate trust and agency$237,00036
Investment management and investment advisory agency accounts income$10,245,00023
Foundation and endowment and agency accounts income$1,728,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,205,00040
YTD Gross income other trust accounts$3,000177
Gross Fiduciary activities income$36,613,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$55,265,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,742,00012
YTD Gross Income employee benefit defined benefit$8,025,00013
YTD Gross Income from other retirement accounts$4,185,00038
YTD Gross Income corporate trust and agency$1,038,00034
Investment management and investment advisory agency accounts income$42,225,00023
Foundation and endowment and agency accounts income$7,967,00015
YTD Gross income other trust and agency accounts$411,00023
YTD Gross income custody and safekeeping agency accounts$4,632,00040
YTD Gross income other trust accounts$69,000147
Gross Fiduciary activities income$147,559,00024
YTD fiduciary expense (Dec. only)$141,642,00022
YTD fiduciary net loss (Dec. only)$961,00018
YTD fiduciary intracompany income (Dec. only)$20,667,00011
YTD net fiduciary income (Dec. only)$25,623,00027
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$42,015,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,569,00012
YTD Gross Income employee benefit defined benefit$6,020,00013
YTD Gross Income from other retirement accounts$3,027,00038
YTD Gross Income corporate trust and agency$935,00033
Investment management and investment advisory agency accounts income$30,945,00023
Foundation and endowment and agency accounts income$5,970,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,154,00041
YTD Gross income other trust accounts$7,000183
Gross Fiduciary activities income$109,947,00024
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$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$27,184,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,658,00012
YTD Gross Income employee benefit defined benefit$3,946,00014
YTD Gross Income from other retirement accounts$1,946,00039
YTD Gross Income corporate trust and agency$588,00035
Investment management and investment advisory agency accounts income$20,525,00023
Foundation and endowment and agency accounts income$3,878,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,030,00043
YTD Gross income other trust accounts$5,000181
Gross Fiduciary activities income$71,971,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$13,498,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,814,00013
YTD Gross Income employee benefit defined benefit$1,968,00014
YTD Gross Income from other retirement accounts$970,00040
YTD Gross Income corporate trust and agency$200,00038
Investment management and investment advisory agency accounts income$10,175,00023
Foundation and endowment and agency accounts income$1,912,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$988,00045
YTD Gross income other trust accounts$2,000177
Gross Fiduciary activities income$35,632,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$52,780,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,491,00013
YTD Gross Income employee benefit defined benefit$7,569,00016
YTD Gross Income from other retirement accounts$3,784,00038
YTD Gross Income corporate trust and agency$877,00037
Investment management and investment advisory agency accounts income$39,316,00021
Foundation and endowment and agency accounts income$7,984,00015
YTD Gross income other trust and agency accounts$399,00027
YTD Gross income custody and safekeeping agency accounts$3,727,00044
YTD Gross income other trust accounts$239,00089
Gross Fiduciary activities income$139,166,00025
YTD fiduciary expense (Dec. only)$136,878,00022
YTD fiduciary net loss (Dec. only)$5,916,0009
YTD fiduciary intracompany income (Dec. only)$18,917,00011
YTD net fiduciary income (Dec. only)$15,289,00041
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$39,493,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,865,00012
YTD Gross Income employee benefit defined benefit$5,679,00016
YTD Gross Income from other retirement accounts$2,840,00038
YTD Gross Income corporate trust and agency$673,00037
Investment management and investment advisory agency accounts income$29,271,00022
Foundation and endowment and agency accounts income$6,043,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,734,00045
YTD Gross income other trust accounts$215,00086
Gross Fiduciary activities income$104,112,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$26,194,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,091,00011
YTD Gross Income employee benefit defined benefit$3,748,00016
YTD Gross Income from other retirement accounts$1,874,00039
YTD Gross Income corporate trust and agency$416,00034
Investment management and investment advisory agency accounts income$19,301,00022
Foundation and endowment and agency accounts income$4,087,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,843,00044
YTD Gross income other trust accounts$162,00076
Gross Fiduciary activities income$68,906,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,919,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,494,00012
YTD Gross Income employee benefit defined benefit$1,865,00017
YTD Gross Income from other retirement accounts$933,00038
YTD Gross Income corporate trust and agency$163,00039
Investment management and investment advisory agency accounts income$9,518,00022
Foundation and endowment and agency accounts income$2,030,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$921,00047
YTD Gross income other trust accounts$81,00074
Gross Fiduciary activities income$34,014,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$47,901,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,972,00013
YTD Gross Income employee benefit defined benefit$7,005,00018
YTD Gross Income from other retirement accounts$3,502,00037
YTD Gross Income corporate trust and agency$908,00037
Investment management and investment advisory agency accounts income$35,748,00021
Foundation and endowment and agency accounts income$7,724,00014
YTD Gross income other trust and agency accounts$452,00027
YTD Gross income custody and safekeeping agency accounts$3,953,00044
YTD Gross income other trust accounts$463,00070
Gross Fiduciary activities income$127,628,00027
YTD fiduciary expense (Dec. only)$134,454,00025
YTD fiduciary net loss (Dec. only)$869,00015
YTD fiduciary intracompany income (Dec. only)$15,054,00011
YTD net fiduciary income (Dec. only)$7,359,00062
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$35,883,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,764,00013
YTD Gross Income employee benefit defined benefit$5,201,00018
YTD Gross Income from other retirement accounts$2,593,00036
YTD Gross Income corporate trust and agency$700,00036
Investment management and investment advisory agency accounts income$26,391,00020
Foundation and endowment and agency accounts income$5,773,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,895,00042
YTD Gross income other trust accounts$350,00068
Gross Fiduciary activities income$94,889,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$24,500,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,880,00013
YTD Gross Income employee benefit defined benefit$3,440,00018
YTD Gross Income from other retirement accounts$1,720,00036
YTD Gross Income corporate trust and agency$510,00035
Investment management and investment advisory agency accounts income$17,292,00020
Foundation and endowment and agency accounts income$3,854,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,836,00044
YTD Gross income other trust accounts$233,00072
Gross Fiduciary activities income$63,485,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,366,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,019,00014
YTD Gross Income employee benefit defined benefit$1,724,00018
YTD Gross Income from other retirement accounts$862,00037
YTD Gross Income corporate trust and agency$181,00038
Investment management and investment advisory agency accounts income$8,490,00021
Foundation and endowment and agency accounts income$1,790,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$807,00047
YTD Gross income other trust accounts$117,00064
Gross Fiduciary activities income$31,463,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$48,238,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,060,00013
YTD Gross Income employee benefit defined benefit$7,744,00017
YTD Gross Income from other retirement accounts$3,872,00035
YTD Gross Income corporate trust and agency$865,00036
Investment management and investment advisory agency accounts income$30,129,00023
Foundation and endowment and agency accounts income$5,576,00016
YTD Gross income other trust and agency accounts$880,00020
YTD Gross income custody and safekeeping agency accounts$4,614,00040
YTD Gross income other trust accounts$562,00059
Gross Fiduciary activities income$127,540,00027
YTD fiduciary expense (Dec. only)$139,810,00023
YTD fiduciary net loss (Dec. only)$1,065,00017
YTD fiduciary intracompany income (Dec. only)$15,549,00012
YTD net fiduciary income (Dec. only)$2,214,000124
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$36,228,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,683,00013
YTD Gross Income employee benefit defined benefit$5,766,00017
YTD Gross Income from other retirement accounts$2,883,00034
YTD Gross Income corporate trust and agency$883,00034
Investment management and investment advisory agency accounts income$22,317,00023
Foundation and endowment and agency accounts income$4,255,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,307,00040
YTD Gross income other trust accounts$468,00056
Gross Fiduciary activities income$95,447,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$23,715,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,612,00012
YTD Gross Income employee benefit defined benefit$3,885,00017
YTD Gross Income from other retirement accounts$1,942,00034
YTD Gross Income corporate trust and agency$511,00034
Investment management and investment advisory agency accounts income$14,768,00023
Foundation and endowment and agency accounts income$2,860,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,292,00038
YTD Gross income other trust accounts$372,00050
Gross Fiduciary activities income$63,375,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$11,929,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,280,00011
YTD Gross Income employee benefit defined benefit$1,932,00017
YTD Gross Income from other retirement accounts$966,00033
YTD Gross Income corporate trust and agency$194,00036
Investment management and investment advisory agency accounts income$7,250,00023
Foundation and endowment and agency accounts income$1,397,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,221,00038
YTD Gross income other trust accounts$203,00041
Gross Fiduciary activities income$31,569,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$47,686,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,768,00011
YTD Gross Income employee benefit defined benefit$7,327,00017
YTD Gross Income from other retirement accounts$3,663,00033
YTD Gross Income corporate trust and agency$1,100,00034
Investment management and investment advisory agency accounts income$26,722,00024
Foundation and endowment and agency accounts income$5,721,00014
YTD Gross income other trust and agency accounts$406,00030
YTD Gross income custody and safekeeping agency accounts$4,193,00038
YTD Gross income other trust accounts$558,00061
Gross Fiduciary activities income$121,144,00022
YTD fiduciary expense (Dec. only)$119,086,00023
YTD fiduciary net loss (Dec. only)$701,00020
YTD fiduciary intracompany income (Dec. only)$17,138,00010
YTD net fiduciary income (Dec. only)$18,495,00032
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$36,144,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,798,00011
YTD Gross Income employee benefit defined benefit$5,507,00017
YTD Gross Income from other retirement accounts$2,754,00033
YTD Gross Income corporate trust and agency$770,00034
Investment management and investment advisory agency accounts income$20,168,00026
Foundation and endowment and agency accounts income$4,142,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,244,00038
YTD Gross income other trust accounts$431,00062
Gross Fiduciary activities income$91,280,00024
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$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$24,092,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,871,00011
YTD Gross Income employee benefit defined benefit$3,674,00018
YTD Gross Income from other retirement accounts$1,837,00032
YTD Gross Income corporate trust and agency$597,00036
Investment management and investment advisory agency accounts income$13,764,00025
Foundation and endowment and agency accounts income$2,509,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,287,00036
YTD Gross income other trust accounts$287,00061
Gross Fiduciary activities income$61,131,00022
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
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$11,190,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,874,00012
YTD Gross Income employee benefit defined benefit$1,819,00018
YTD Gross Income from other retirement accounts$910,00032
YTD Gross Income corporate trust and agency$379,00031
Investment management and investment advisory agency accounts income$6,890,00026
Foundation and endowment and agency accounts income$1,168,00015
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,077,00038
YTD Gross income other trust accounts$144,00057
Gross Fiduciary activities income$29,557,00023
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$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$41,883,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,340,00013
YTD Gross Income employee benefit defined benefit$6,726,00019
YTD Gross Income from other retirement accounts$3,363,00032
YTD Gross Income corporate trust and agency$1,445,00034
Investment management and investment advisory agency accounts income$25,750,00026
Foundation and endowment and agency accounts income$4,002,00018
YTD Gross income other trust and agency accounts$1,619,00018
YTD Gross income custody and safekeeping agency accounts$3,030,00043
YTD Gross income other trust accounts$1,318,00042
Gross Fiduciary activities income$109,476,00024
YTD fiduciary expense (Dec. only)$103,785,00029
YTD fiduciary net loss (Dec. only)$295,00033
YTD fiduciary intracompany income (Dec. only)$15,046,00012
YTD net fiduciary income (Dec. only)$20,442,00027
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$31,377,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,154,00014
YTD Gross Income employee benefit defined benefit$4,945,00019
YTD Gross Income from other retirement accounts$2,472,00031
YTD Gross Income corporate trust and agency$1,023,00033
Investment management and investment advisory agency accounts income$18,892,00026
Foundation and endowment and agency accounts income$2,983,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,166,00045
YTD Gross income other trust accounts$1,009,00041
Gross Fiduciary activities income$81,001,00024
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$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$19,347,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,983,00014
YTD Gross Income employee benefit defined benefit$3,215,00021
YTD Gross Income from other retirement accounts$1,607,00032
YTD Gross Income corporate trust and agency$737,00032
Investment management and investment advisory agency accounts income$14,335,00024
Foundation and endowment and agency accounts income$1,965,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,303,00046
YTD Gross income other trust accounts$673,00044
Gross Fiduciary activities income$53,597,00024
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$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$10,620,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,079,00014
YTD Gross Income employee benefit defined benefit$1,612,00021
YTD Gross Income from other retirement accounts$806,00031
YTD Gross Income corporate trust and agency$383,00028
Investment management and investment advisory agency accounts income$6,031,00026
Foundation and endowment and agency accounts income$990,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$522,00053
YTD Gross income other trust accounts$337,00039
Gross Fiduciary activities income$26,539,00024
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$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$39,704,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,178,00014
YTD Gross Income employee benefit defined benefit$8,068,00018
YTD Gross Income from other retirement accounts$4,034,00026
YTD Gross Income corporate trust and agency$2,000,00029
Investment management and investment advisory agency accounts income$19,890,00031
Foundation and endowment and agency accounts income$3,060,00018
YTD Gross income other trust and agency accounts$350,00029
YTD Gross income custody and safekeeping agency accounts$2,469,00049
YTD Gross income other trust accounts$1,420,00041
Gross Fiduciary activities income$106,173,00025
YTD fiduciary expense (Dec. only)$109,395,00025
YTD fiduciary net loss (Dec. only)$305,00031
YTD fiduciary intracompany income (Dec. only)$13,295,00011
YTD net fiduciary income (Dec. only)$9,768,00039
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$27,890,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,912,00011
YTD Gross Income employee benefit defined benefit$5,974,00021
YTD Gross Income from other retirement accounts$2,987,00025
YTD Gross Income corporate trust and agency$1,609,00030
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$1,925,00053
YTD Gross income other trust accounts$1,109,00043
Gross Fiduciary activities income$77,944,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$17,923,00021
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,508,00010
YTD Gross Income employee benefit defined benefit$3,859,00021
YTD Gross Income from other retirement accounts$1,930,00027
YTD Gross Income corporate trust and agency$1,158,00029
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$1,376,00052
YTD Gross income other trust accounts$740,00046
Gross Fiduciary activities income$50,322,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$8,694,00021
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,488,00012
YTD Gross Income employee benefit defined benefit$1,854,00020
YTD Gross Income from other retirement accounts$927,00027
YTD Gross Income corporate trust and agency$626,00027
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$871,00045
YTD Gross income other trust accounts$370,00044
Gross Fiduciary activities income$24,553,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$295,00044
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$109,653,00024
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
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$85,936,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$57,942,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$28,794,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$276,00047
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$116,984,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$86,835,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$57,769,00031
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
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$28,573,00031
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
2006-12-31Rank
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$297,00045
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$112,721,00031
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
2006-09-30Rank
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$67,124,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$43,475,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,494,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$222,00062
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$84,514,00040
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
2005-09-30Rank
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$62,918,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$41,778,00038
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
2005-03-31Rank
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$21,033,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$142,00075
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$85,372,00038
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
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$65,239,00038
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
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$45,111,00038
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
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$21,788,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$5,000169
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$75,719,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$56,711,00041
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
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$36,714,00041
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
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$18,326,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$66,492,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$79,205,00038
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
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$66,568,00044
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
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$44,850,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$33,919,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$29,140,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,717,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$17,476,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,538,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,859,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$9,432,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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