Home > U.S. Bank > Gross Fiduciary and Related Services Income

U.S. Bank, Gross Fiduciary and Related Services Income

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$252,834,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,146,00065
YTD Gross Income employee benefit defined benefit$19,149,0007
YTD Gross Income from other retirement accounts$61,589,0008
YTD Gross Income corporate trust and agency$448,951,0001
Investment management and investment advisory agency accounts income$271,569,00011
Foundation and endowment and agency accounts income$66,586,0006
YTD Gross income other trust and agency accounts$2,202,00014
YTD Gross income custody and safekeeping agency accounts$304,111,0006
YTD Gross income other trust accounts$78,091,0003
Gross Fiduciary activities income$1,507,228,0007
YTD fiduciary expense (Dec. only)$1,203,304,0008
YTD fiduciary net loss (Dec. only)$13,542,0007
YTD fiduciary intracompany income (Dec. only)$318,085,0004
YTD net fiduciary income (Dec. only)$608,467,0007
Memoranda:
YTD foreign offices total gross fiduciary income$48,890,0006
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$189,473,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,601,00066
YTD Gross Income employee benefit defined benefit$14,323,0007
YTD Gross Income from other retirement accounts$45,693,0009
YTD Gross Income corporate trust and agency$325,696,0001
Investment management and investment advisory agency accounts income$200,862,00011
Foundation and endowment and agency accounts income$49,407,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$227,381,0006
YTD Gross income other trust accounts$58,718,0003
Gross Fiduciary activities income$1,114,813,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$34,450,0006
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$126,267,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,051,00063
YTD Gross Income employee benefit defined benefit$9,216,0007
YTD Gross Income from other retirement accounts$30,042,0008
YTD Gross Income corporate trust and agency$215,896,0001
Investment management and investment advisory agency accounts income$133,681,00011
Foundation and endowment and agency accounts income$32,089,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,119,0006
YTD Gross income other trust accounts$38,062,0003
Gross Fiduciary activities income$736,541,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,993,0006
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$61,669,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$515,00064
YTD Gross Income employee benefit defined benefit$4,600,0008
YTD Gross Income from other retirement accounts$14,886,0008
YTD Gross Income corporate trust and agency$105,251,0001
Investment management and investment advisory agency accounts income$69,505,00011
Foundation and endowment and agency accounts income$15,862,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,017,0006
YTD Gross income other trust accounts$19,920,0003
Gross Fiduciary activities income$364,805,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,649,0006
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$230,657,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,077,00060
YTD Gross Income employee benefit defined benefit$17,384,0008
YTD Gross Income from other retirement accounts$53,023,0009
YTD Gross Income corporate trust and agency$394,429,0001
Investment management and investment advisory agency accounts income$316,014,0009
Foundation and endowment and agency accounts income$57,578,0006
YTD Gross income other trust and agency accounts$2,211,00014
YTD Gross income custody and safekeeping agency accounts$259,892,0006
YTD Gross income other trust accounts$87,695,0003
Gross Fiduciary activities income$1,420,960,0008
YTD fiduciary expense (Dec. only)$1,273,699,0007
YTD fiduciary net loss (Dec. only)$54,019,0005
YTD fiduciary intracompany income (Dec. only)$670,153,0003
YTD net fiduciary income (Dec. only)$763,395,0005
Memoranda:
YTD foreign offices total gross fiduciary income$37,881,0006
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$169,794,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,570,00057
YTD Gross Income employee benefit defined benefit$12,966,0008
YTD Gross Income from other retirement accounts$39,002,0009
YTD Gross Income corporate trust and agency$288,886,0001
Investment management and investment advisory agency accounts income$244,927,0009
Foundation and endowment and agency accounts income$42,719,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,076,0006
YTD Gross income other trust accounts$66,034,0003
Gross Fiduciary activities income$1,059,629,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$26,716,0006
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$112,602,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,069,00056
YTD Gross Income employee benefit defined benefit$8,557,0008
YTD Gross Income from other retirement accounts$25,669,0009
YTD Gross Income corporate trust and agency$189,204,0001
Investment management and investment advisory agency accounts income$167,799,0009
Foundation and endowment and agency accounts income$28,022,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,368,0006
YTD Gross income other trust accounts$42,838,0004
Gross Fiduciary activities income$703,247,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,664,0006
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$55,260,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$540,00058
YTD Gross Income employee benefit defined benefit$4,401,0008
YTD Gross Income from other retirement accounts$13,475,0009
YTD Gross Income corporate trust and agency$93,125,0001
Investment management and investment advisory agency accounts income$85,039,0008
Foundation and endowment and agency accounts income$14,547,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,036,0008
YTD Gross income other trust accounts$21,217,0004
Gross Fiduciary activities income$350,231,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$8,193,0006
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$234,426,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,127,00058
YTD Gross Income employee benefit defined benefit$16,973,0008
YTD Gross Income from other retirement accounts$50,519,0009
YTD Gross Income corporate trust and agency$368,881,0001
Investment management and investment advisory agency accounts income$325,290,0009
Foundation and endowment and agency accounts income$56,464,0007
YTD Gross income other trust and agency accounts$2,157,00014
YTD Gross income custody and safekeeping agency accounts$237,714,0008
YTD Gross income other trust accounts$77,612,0004
Gross Fiduciary activities income$1,372,163,0008
YTD fiduciary expense (Dec. only)$1,789,204,0006
YTD fiduciary net loss (Dec. only)$34,690,0003
YTD fiduciary intracompany income (Dec. only)$1,547,640,0003
YTD net fiduciary income (Dec. only)$1,095,909,0004
Memoranda:
YTD foreign offices total gross fiduciary income$32,610,0006
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$170,199,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,552,00058
YTD Gross Income employee benefit defined benefit$12,592,0008
YTD Gross Income from other retirement accounts$37,200,0009
YTD Gross Income corporate trust and agency$266,840,0002
Investment management and investment advisory agency accounts income$241,410,0008
Foundation and endowment and agency accounts income$42,188,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,519,0008
YTD Gross income other trust accounts$57,776,0004
Gross Fiduciary activities income$1,008,871,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$23,031,0006
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$112,695,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,065,00058
YTD Gross Income employee benefit defined benefit$8,404,0008
YTD Gross Income from other retirement accounts$24,440,0009
YTD Gross Income corporate trust and agency$173,998,0001
Investment management and investment advisory agency accounts income$159,585,0008
Foundation and endowment and agency accounts income$27,953,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,578,0008
YTD Gross income other trust accounts$38,503,0004
Gross Fiduciary activities income$665,296,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,649,0006
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$55,649,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$522,00057
YTD Gross Income employee benefit defined benefit$4,102,0008
YTD Gross Income from other retirement accounts$12,072,0009
YTD Gross Income corporate trust and agency$83,461,0002
Investment management and investment advisory agency accounts income$78,714,0008
Foundation and endowment and agency accounts income$13,679,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,165,0008
YTD Gross income other trust accounts$19,228,0004
Gross Fiduciary activities income$326,177,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$6,977,0006
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$230,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,350,00055
YTD Gross Income employee benefit defined benefit$16,912,0008
YTD Gross Income from other retirement accounts$49,051,00010
YTD Gross Income corporate trust and agency$328,515,0001
Investment management and investment advisory agency accounts income$309,291,00010
Foundation and endowment and agency accounts income$56,601,0007
YTD Gross income other trust and agency accounts$2,091,00014
YTD Gross income custody and safekeeping agency accounts$238,435,0008
YTD Gross income other trust accounts$87,243,0004
Gross Fiduciary activities income$1,320,489,0008
YTD fiduciary expense (Dec. only)$1,623,895,0006
YTD fiduciary net loss (Dec. only)$60,811,0001
YTD fiduciary intracompany income (Dec. only)$1,233,371,0003
YTD net fiduciary income (Dec. only)$869,154,0003
Memoranda:
YTD foreign offices total gross fiduciary income$29,656,0006
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$174,376,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,872,00054
YTD Gross Income employee benefit defined benefit$12,468,0008
YTD Gross Income from other retirement accounts$36,652,00010
YTD Gross Income corporate trust and agency$240,600,0001
Investment management and investment advisory agency accounts income$229,943,00010
Foundation and endowment and agency accounts income$42,543,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$179,936,0008
YTD Gross income other trust accounts$65,638,0004
Gross Fiduciary activities income$985,681,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,466,0006
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$117,914,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,336,00051
YTD Gross Income employee benefit defined benefit$8,487,0008
YTD Gross Income from other retirement accounts$24,403,00011
YTD Gross Income corporate trust and agency$157,726,0002
Investment management and investment advisory agency accounts income$152,003,00010
Foundation and endowment and agency accounts income$28,199,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,608,0008
YTD Gross income other trust accounts$42,970,0004
Gross Fiduciary activities income$653,754,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,531,0006
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$60,265,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$756,00046
YTD Gross Income employee benefit defined benefit$4,138,0008
YTD Gross Income from other retirement accounts$12,443,00010
YTD Gross Income corporate trust and agency$77,094,0002
Investment management and investment advisory agency accounts income$75,788,00010
Foundation and endowment and agency accounts income$14,131,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,115,0008
YTD Gross income other trust accounts$21,084,0004
Gross Fiduciary activities income$325,420,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,059,0006
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$231,766,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,585,00052
YTD Gross Income employee benefit defined benefit$16,973,0008
YTD Gross Income from other retirement accounts$45,744,00011
YTD Gross Income corporate trust and agency$299,938,0002
Investment management and investment advisory agency accounts income$279,189,0009
Foundation and endowment and agency accounts income$52,178,0007
YTD Gross income other trust and agency accounts$2,168,00014
YTD Gross income custody and safekeeping agency accounts$223,884,0008
YTD Gross income other trust accounts$82,919,0004
Gross Fiduciary activities income$1,237,344,0008
YTD fiduciary expense (Dec. only)$1,249,307,0007
YTD fiduciary net loss (Dec. only)$17,121,0007
YTD fiduciary intracompany income (Dec. only)$833,693,0003
YTD net fiduciary income (Dec. only)$804,609,0005
Memoranda:
YTD foreign offices total gross fiduciary income$23,806,0006
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$172,971,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,913,00053
YTD Gross Income employee benefit defined benefit$12,692,0008
YTD Gross Income from other retirement accounts$33,633,00011
YTD Gross Income corporate trust and agency$219,995,0003
Investment management and investment advisory agency accounts income$206,472,0009
Foundation and endowment and agency accounts income$38,507,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,596,0008
YTD Gross income other trust accounts$61,473,0004
Gross Fiduciary activities income$916,047,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,455,0006
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$116,665,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,325,00048
YTD Gross Income employee benefit defined benefit$8,495,0008
YTD Gross Income from other retirement accounts$22,215,00011
YTD Gross Income corporate trust and agency$145,743,0002
Investment management and investment advisory agency accounts income$140,419,0008
Foundation and endowment and agency accounts income$25,225,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,625,0008
YTD Gross income other trust accounts$40,436,0004
Gross Fiduciary activities income$612,282,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,576,0006
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$58,301,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$612,00052
YTD Gross Income employee benefit defined benefit$4,270,0008
YTD Gross Income from other retirement accounts$11,080,00011
YTD Gross Income corporate trust and agency$69,707,0002
Investment management and investment advisory agency accounts income$69,351,0008
Foundation and endowment and agency accounts income$12,354,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,624,0008
YTD Gross income other trust accounts$20,314,0004
Gross Fiduciary activities income$304,128,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$5,148,0006
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$228,862,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,608,00045
YTD Gross Income employee benefit defined benefit$16,706,0008
YTD Gross Income from other retirement accounts$42,179,00011
YTD Gross Income corporate trust and agency$278,784,0003
Investment management and investment advisory agency accounts income$255,304,0008
Foundation and endowment and agency accounts income$47,805,0006
YTD Gross income other trust and agency accounts$2,176,00013
YTD Gross income custody and safekeeping agency accounts$217,299,0008
YTD Gross income other trust accounts$85,683,0004
Gross Fiduciary activities income$1,177,406,0008
YTD fiduciary expense (Dec. only)$996,181,0007
YTD fiduciary net loss (Dec. only)$12,878,0006
YTD fiduciary intracompany income (Dec. only)$452,200,0003
YTD net fiduciary income (Dec. only)$620,547,0006
Memoranda:
YTD foreign offices total gross fiduciary income$19,288,0006
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$171,162,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,008,00044
YTD Gross Income employee benefit defined benefit$12,508,0008
YTD Gross Income from other retirement accounts$31,279,00011
YTD Gross Income corporate trust and agency$204,490,0002
Investment management and investment advisory agency accounts income$188,141,0008
Foundation and endowment and agency accounts income$35,747,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,327,0008
YTD Gross income other trust accounts$65,207,0005
Gross Fiduciary activities income$873,399,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$15,052,0006
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$114,489,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,313,00044
YTD Gross Income employee benefit defined benefit$8,316,0008
YTD Gross Income from other retirement accounts$20,780,00011
YTD Gross Income corporate trust and agency$133,540,0003
Investment management and investment advisory agency accounts income$121,839,0008
Foundation and endowment and agency accounts income$23,456,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$105,838,0008
YTD Gross income other trust accounts$43,073,0004
Gross Fiduciary activities income$573,639,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$9,218,0006
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$56,372,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$698,00041
YTD Gross Income employee benefit defined benefit$4,285,0008
YTD Gross Income from other retirement accounts$10,400,00011
YTD Gross Income corporate trust and agency$64,115,0003
Investment management and investment advisory agency accounts income$57,958,0008
Foundation and endowment and agency accounts income$11,505,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,261,0008
YTD Gross income other trust accounts$20,942,0004
Gross Fiduciary activities income$278,965,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$4,724,0006
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$233,958,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,829,00039
YTD Gross Income employee benefit defined benefit$17,884,0008
YTD Gross Income from other retirement accounts$42,852,0009
YTD Gross Income corporate trust and agency$259,920,0003
Investment management and investment advisory agency accounts income$192,055,0008
Foundation and endowment and agency accounts income$49,258,0006
YTD Gross income other trust and agency accounts$2,228,00011
YTD Gross income custody and safekeeping agency accounts$216,359,0008
YTD Gross income other trust accounts$70,589,0004
Gross Fiduciary activities income$1,087,932,0008
YTD fiduciary expense (Dec. only)$951,821,0008
YTD fiduciary net loss (Dec. only)$11,921,0007
YTD fiduciary intracompany income (Dec. only)$308,035,0003
YTD net fiduciary income (Dec. only)$432,225,0005
Memoranda:
YTD foreign offices total gross fiduciary income$16,605,0006
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$175,148,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,133,00040
YTD Gross Income employee benefit defined benefit$13,405,0008
YTD Gross Income from other retirement accounts$32,103,0009
YTD Gross Income corporate trust and agency$190,989,0003
Investment management and investment advisory agency accounts income$142,381,0008
Foundation and endowment and agency accounts income$37,092,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,689,0008
YTD Gross income other trust accounts$53,409,0004
Gross Fiduciary activities income$810,135,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,719,0006
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$120,537,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,452,00041
YTD Gross Income employee benefit defined benefit$8,941,0009
YTD Gross Income from other retirement accounts$21,560,0009
YTD Gross Income corporate trust and agency$124,953,0003
Investment management and investment advisory agency accounts income$93,712,0008
Foundation and endowment and agency accounts income$24,747,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,638,0008
YTD Gross income other trust accounts$35,786,0005
Gross Fiduciary activities income$540,520,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,947,0006
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$59,419,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$727,00040
YTD Gross Income employee benefit defined benefit$4,517,0009
YTD Gross Income from other retirement accounts$10,820,00010
YTD Gross Income corporate trust and agency$60,187,0003
Investment management and investment advisory agency accounts income$45,676,0007
Foundation and endowment and agency accounts income$12,238,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,073,0009
YTD Gross income other trust accounts$18,363,0005
Gross Fiduciary activities income$265,619,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,906,0006
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$240,471,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,153,00040
YTD Gross Income employee benefit defined benefit$17,982,0009
YTD Gross Income from other retirement accounts$41,929,0009
YTD Gross Income corporate trust and agency$240,270,0003
Investment management and investment advisory agency accounts income$168,961,0008
Foundation and endowment and agency accounts income$48,302,0007
YTD Gross income other trust and agency accounts$2,208,00013
YTD Gross income custody and safekeeping agency accounts$206,713,0008
YTD Gross income other trust accounts$63,964,0005
Gross Fiduciary activities income$1,033,953,0008
YTD fiduciary expense (Dec. only)$889,770,0008
YTD fiduciary net loss (Dec. only)$2,695,00011
YTD fiduciary intracompany income (Dec. only)$276,609,0003
YTD net fiduciary income (Dec. only)$418,097,0005
Memoranda:
YTD foreign offices total gross fiduciary income$13,113,0006
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$180,618,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,464,00041
YTD Gross Income employee benefit defined benefit$13,448,0009
YTD Gross Income from other retirement accounts$30,985,0009
YTD Gross Income corporate trust and agency$175,420,0003
Investment management and investment advisory agency accounts income$125,663,0008
Foundation and endowment and agency accounts income$36,019,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,378,0008
YTD Gross income other trust accounts$46,050,0005
Gross Fiduciary activities income$767,680,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,100,0006
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$121,074,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,750,00040
YTD Gross Income employee benefit defined benefit$8,954,0009
YTD Gross Income from other retirement accounts$20,452,0009
YTD Gross Income corporate trust and agency$114,464,0003
Investment management and investment advisory agency accounts income$82,480,0008
Foundation and endowment and agency accounts income$23,849,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,030,0008
YTD Gross income other trust accounts$30,202,0005
Gross Fiduciary activities income$507,352,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$6,184,0006
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$60,282,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$903,00042
YTD Gross Income employee benefit defined benefit$4,440,0009
YTD Gross Income from other retirement accounts$10,148,0009
YTD Gross Income corporate trust and agency$57,611,0002
Investment management and investment advisory agency accounts income$40,253,0008
Foundation and endowment and agency accounts income$11,824,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,732,0008
YTD Gross income other trust accounts$14,688,0005
Gross Fiduciary activities income$251,429,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,377,0006
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$237,502,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,781,00028
YTD Gross Income employee benefit defined benefit$18,513,00011
YTD Gross Income from other retirement accounts$38,281,00010
YTD Gross Income corporate trust and agency$221,648,0002
Investment management and investment advisory agency accounts income$158,042,0008
Foundation and endowment and agency accounts income$45,409,0005
YTD Gross income other trust and agency accounts$2,257,00012
YTD Gross income custody and safekeeping agency accounts$187,712,0007
YTD Gross income other trust accounts$83,711,0005
Gross Fiduciary activities income$998,856,0008
YTD fiduciary expense (Dec. only)$917,988,0008
YTD fiduciary net loss (Dec. only)$6,086,0008
YTD fiduciary intracompany income (Dec. only)$290,682,0003
YTD net fiduciary income (Dec. only)$365,464,0004
Memoranda:
YTD foreign offices total gross fiduciary income$45,467,0006
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$176,543,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,864,00027
YTD Gross Income employee benefit defined benefit$13,901,00010
YTD Gross Income from other retirement accounts$27,916,00010
YTD Gross Income corporate trust and agency$161,046,0003
Investment management and investment advisory agency accounts income$117,292,0008
Foundation and endowment and agency accounts income$33,644,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,430,0007
YTD Gross income other trust accounts$62,831,0005
Gross Fiduciary activities income$739,159,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$33,075,0006
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$119,415,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,465,00027
YTD Gross Income employee benefit defined benefit$9,239,00010
YTD Gross Income from other retirement accounts$18,576,00010
YTD Gross Income corporate trust and agency$105,737,0003
Investment management and investment advisory agency accounts income$79,935,0008
Foundation and endowment and agency accounts income$22,335,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,345,0007
YTD Gross income other trust accounts$24,304,0007
Gross Fiduciary activities income$494,483,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,609,0006
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$59,358,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,723,00026
YTD Gross Income employee benefit defined benefit$4,541,0009
YTD Gross Income from other retirement accounts$9,217,0009
YTD Gross Income corporate trust and agency$53,107,0004
Investment management and investment advisory agency accounts income$39,901,0008
Foundation and endowment and agency accounts income$10,943,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,272,0007
YTD Gross income other trust accounts$11,398,0007
Gross Fiduciary activities income$245,032,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,478,0006
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$229,657,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,900,00039
YTD Gross Income employee benefit defined benefit$22,337,0007
YTD Gross Income from other retirement accounts$34,497,0009
YTD Gross Income corporate trust and agency$219,255,0003
Investment management and investment advisory agency accounts income$157,056,0008
Foundation and endowment and agency accounts income$38,079,0006
YTD Gross income other trust and agency accounts$1,866,00014
YTD Gross income custody and safekeeping agency accounts$175,861,0007
YTD Gross income other trust accounts$49,472,0005
Gross Fiduciary activities income$931,980,0008
YTD fiduciary expense (Dec. only)$768,364,0008
YTD fiduciary net loss (Dec. only)$5,875,0009
YTD fiduciary intracompany income (Dec. only)$294,331,0003
YTD net fiduciary income (Dec. only)$452,072,0004
Memoranda:
YTD foreign offices total gross fiduciary income$9,066,0007
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$172,136,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,193,00040
YTD Gross Income employee benefit defined benefit$17,921,0007
YTD Gross Income from other retirement accounts$25,131,0008
YTD Gross Income corporate trust and agency$183,321,0002
Investment management and investment advisory agency accounts income$114,113,0008
Foundation and endowment and agency accounts income$27,348,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$105,975,0008
YTD Gross income other trust accounts$37,684,0005
Gross Fiduciary activities income$689,527,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,135,0007
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$114,873,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,290,00041
YTD Gross Income employee benefit defined benefit$11,382,0007
YTD Gross Income from other retirement accounts$16,633,0008
YTD Gross Income corporate trust and agency$121,405,0002
Investment management and investment advisory agency accounts income$74,057,0008
Foundation and endowment and agency accounts income$17,370,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,910,0009
YTD Gross income other trust accounts$25,758,0005
Gross Fiduciary activities income$455,071,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$4,848,0008
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$58,950,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$616,00044
YTD Gross Income employee benefit defined benefit$4,468,0009
YTD Gross Income from other retirement accounts$8,318,0008
YTD Gross Income corporate trust and agency$60,919,0002
Investment management and investment advisory agency accounts income$35,545,0008
Foundation and endowment and agency accounts income$7,520,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,332,0009
YTD Gross income other trust accounts$12,759,0005
Gross Fiduciary activities income$224,616,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,190,0008
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$226,192,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,459,00043
YTD Gross Income employee benefit defined benefit$11,720,00012
YTD Gross Income from other retirement accounts$33,260,0007
YTD Gross Income corporate trust and agency$256,885,0003
Investment management and investment advisory agency accounts income$182,375,0007
Foundation and endowment and agency accounts income$23,271,0006
YTD Gross income other trust and agency accounts$4,093,00010
YTD Gross income custody and safekeeping agency accounts$129,318,0009
YTD Gross income other trust accounts$50,076,0008
Gross Fiduciary activities income$919,649,0008
YTD fiduciary expense (Dec. only)$771,034,0008
YTD fiduciary net loss (Dec. only)$8,213,0006
YTD fiduciary intracompany income (Dec. only)$312,677,0003
YTD net fiduciary income (Dec. only)$453,079,0004
Memoranda:
YTD foreign offices total gross fiduciary income$12,831,0007
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$170,297,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,876,00043
YTD Gross Income employee benefit defined benefit$8,905,00012
YTD Gross Income from other retirement accounts$23,183,0007
YTD Gross Income corporate trust and agency$192,695,0003
Investment management and investment advisory agency accounts income$138,648,0007
Foundation and endowment and agency accounts income$17,365,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,004,0009
YTD Gross income other trust accounts$42,150,0006
Gross Fiduciary activities income$755,844,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,775,0007
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$117,723,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,272,00042
YTD Gross Income employee benefit defined benefit$5,938,00012
YTD Gross Income from other retirement accounts$15,487,0007
YTD Gross Income corporate trust and agency$130,144,0002
Investment management and investment advisory agency accounts income$92,994,0007
Foundation and endowment and agency accounts income$11,507,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,672,0009
YTD Gross income other trust accounts$28,970,0007
Gross Fiduciary activities income$510,246,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$728,0009
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$57,489,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$568,00046
YTD Gross Income employee benefit defined benefit$2,884,00013
YTD Gross Income from other retirement accounts$7,565,0007
YTD Gross Income corporate trust and agency$64,965,0002
Investment management and investment advisory agency accounts income$46,052,0007
Foundation and endowment and agency accounts income$5,585,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,360,0009
YTD Gross income other trust accounts$14,671,0008
Gross Fiduciary activities income$251,582,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,686,0007
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$213,444,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,005,00055
YTD Gross Income employee benefit defined benefit$10,752,00015
YTD Gross Income from other retirement accounts$27,689,0006
YTD Gross Income corporate trust and agency$202,455,0004
Investment management and investment advisory agency accounts income$236,215,0006
Foundation and endowment and agency accounts income$20,136,0005
YTD Gross income other trust and agency accounts$106,533,0006
YTD Gross income custody and safekeeping agency accounts$82,905,0009
YTD Gross income other trust accounts$53,021,0007
Gross Fiduciary activities income$955,155,0008
YTD fiduciary expense (Dec. only)$761,909,0006
YTD fiduciary net loss (Dec. only)$2,246,00010
YTD fiduciary intracompany income (Dec. only)$296,430,0003
YTD net fiduciary income (Dec. only)$487,430,0006
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$246,022,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,552,00037
YTD Gross Income employee benefit defined benefit$8,046,00015
YTD Gross Income from other retirement accounts$3,776,00021
YTD Gross Income corporate trust and agency$148,589,0004
Investment management and investment advisory agency accounts income$108,677,0008
Foundation and endowment and agency accounts income$12,387,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,659,0009
YTD Gross income other trust accounts$39,773,0008
Gross Fiduciary activities income$709,277,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$166,863,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,686,00037
YTD Gross Income employee benefit defined benefit$5,430,00015
YTD Gross Income from other retirement accounts$2,473,00022
YTD Gross Income corporate trust and agency$97,867,0004
Investment management and investment advisory agency accounts income$74,152,0009
Foundation and endowment and agency accounts income$8,277,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,450,0009
YTD Gross income other trust accounts$27,602,0008
Gross Fiduciary activities income$477,011,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$82,754,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$807,00036
YTD Gross Income employee benefit defined benefit$2,720,00015
YTD Gross Income from other retirement accounts$1,182,00021
YTD Gross Income corporate trust and agency$48,875,0004
Investment management and investment advisory agency accounts income$37,729,0009
Foundation and endowment and agency accounts income$3,896,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,098,0009
YTD Gross income other trust accounts$14,922,0007
Gross Fiduciary activities income$238,682,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$322,725,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,847,00034
YTD Gross Income employee benefit defined benefit$9,478,00017
YTD Gross Income from other retirement accounts$4,295,00023
YTD Gross Income corporate trust and agency$227,258,0005
Investment management and investment advisory agency accounts income$179,839,0006
Foundation and endowment and agency accounts income$13,039,0006
YTD Gross income other trust and agency accounts$89,591,0006
YTD Gross income custody and safekeeping agency accounts$81,010,0009
YTD Gross income other trust accounts$58,460,0007
Gross Fiduciary activities income$989,542,0007
YTD fiduciary expense (Dec. only)$700,092,0007
YTD fiduciary net loss (Dec. only)$2,894,00012
YTD fiduciary intracompany income (Dec. only)$326,693,0002
YTD net fiduciary income (Dec. only)$613,249,0004
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$242,015,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,905,00033
YTD Gross Income employee benefit defined benefit$7,414,00017
YTD Gross Income from other retirement accounts$2,517,00031
YTD Gross Income corporate trust and agency$172,960,0003
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$42,391,0009
YTD Gross income other trust accounts$52,558,0007
Gross Fiduciary activities income$745,530,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$155,890,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,984,00033
YTD Gross Income employee benefit defined benefit$4,874,00016
YTD Gross Income from other retirement accounts$1,674,00033
YTD Gross Income corporate trust and agency$117,270,0003
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$27,969,0009
YTD Gross income other trust accounts$35,719,0007
Gross Fiduciary activities income$494,666,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$70,510,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$950,00034
YTD Gross Income employee benefit defined benefit$2,515,00016
YTD Gross Income from other retirement accounts$868,00030
YTD Gross Income corporate trust and agency$59,392,0003
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$14,723,0008
YTD Gross income other trust accounts$17,603,0007
Gross Fiduciary activities income$242,046,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$134,039,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,103,295,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$847,508,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$573,718,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$280,723,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$147,399,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,122,253,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$832,709,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$562,647,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$272,419,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$121,281,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,057,944,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$782,965,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$517,715,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$250,313,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$103,467,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$732,789,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$546,527,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$364,661,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$179,402,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$82,719,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$715,278,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$520,119,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$351,648,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$174,477,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$74,243,0006
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$665,921,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$493,967,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$327,295,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$158,370,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,908,00011
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$609,113,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$249,00074
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$733,610,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$440,617,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$268,112,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$73,140,00041
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
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$56,722,00047
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
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$46,978,00051
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
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$39,220,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$34,358,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$33,629,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$28,669,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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