Home > UMB Bank > Gross Fiduciary and Related Services Income

UMB Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,781,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,193,00083
YTD Gross Income employee benefit defined benefit$86,000131
YTD Gross Income from other retirement accounts$7,387,00035
YTD Gross Income corporate trust and agency$57,518,00010
Investment management and investment advisory agency accounts income$24,281,00078
Foundation and endowment and agency accounts income$4,494,00035
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$18,805,00024
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$128,545,00036
YTD fiduciary expense (Dec. only)$154,251,00027
YTD fiduciary net loss (Dec. only)$219,00067
YTD fiduciary intracompany income (Dec. only)$45,343,00015
YTD net fiduciary income (Dec. only)$19,418,00061
Memoranda:
YTD foreign offices total gross fiduciary income$370,00010
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,128,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$936,00084
YTD Gross Income employee benefit defined benefit$79,000131
YTD Gross Income from other retirement accounts$5,586,00036
YTD Gross Income corporate trust and agency$42,866,00010
Investment management and investment advisory agency accounts income$18,130,00082
Foundation and endowment and agency accounts income$3,385,00035
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$13,686,00024
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$95,796,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$259,00010
2023-06-30Rank
Fiduciary powers granted$01,477
Fiduciary power exercised$01,118
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$0428
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$66,147135
YTD Gross Income from other retirement accounts$0405
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$21,778,307,3332
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0377
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$49920
YTD fiduciary expense (Dec. only)$01
YTD fiduciary net loss (Dec. only)$8,619,0002
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2023-03-31Rank
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$3,620,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$275,00089
YTD Gross Income employee benefit defined benefit$25,000110
YTD Gross Income from other retirement accounts$1,903,00035
YTD Gross Income corporate trust and agency$14,480,0009
Investment management and investment advisory agency accounts income$5,889,00040
Foundation and endowment and agency accounts income$1,119,00034
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$4,546,00024
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$31,857,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$48,00010
2022-12-31Rank
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$15,763,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,037,00093
YTD Gross Income employee benefit defined benefit$104,000119
YTD Gross Income from other retirement accounts$7,285,00035
YTD Gross Income corporate trust and agency$49,731,00010
Investment management and investment advisory agency accounts income$22,811,00039
Foundation and endowment and agency accounts income$4,622,00034
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$19,642,00022
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$120,995,00041
YTD fiduciary expense (Dec. only)$141,428,00031
YTD fiduciary net loss (Dec. only)$245,00040
YTD fiduciary intracompany income (Dec. only)$5,931,00036
YTD net fiduciary income (Dec. only)$-14,747,000480
Memoranda:
YTD foreign offices total gross fiduciary income$77,00010
2022-09-30Rank
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$11,863,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$820,00094
YTD Gross Income employee benefit defined benefit$82,000114
YTD Gross Income from other retirement accounts$5,666,00034
YTD Gross Income corporate trust and agency$37,042,00010
Investment management and investment advisory agency accounts income$17,247,00038
Foundation and endowment and agency accounts income$3,535,00035
YTD Gross income other trust and agency accounts$110,00037
YTD Gross income custody and safekeeping agency accounts$15,265,00022
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$91,630,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$34,00010
2022-06-30Rank
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$8,119,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$534,00087
YTD Gross Income employee benefit defined benefit$57,000107
YTD Gross Income from other retirement accounts$3,899,00031
YTD Gross Income corporate trust and agency$24,576,0007
Investment management and investment advisory agency accounts income$11,674,00033
Foundation and endowment and agency accounts income$2,346,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,803,00022
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$62,035,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$25,00010
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,257,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,00099
YTD Gross Income employee benefit defined benefit$28,000105
YTD Gross Income from other retirement accounts$2,041,00029
YTD Gross Income corporate trust and agency$12,160,0007
Investment management and investment advisory agency accounts income$5,825,00032
Foundation and endowment and agency accounts income$1,155,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,749,00023
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$31,438,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$20,00010
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$17,846,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$409,00069
YTD Gross Income from other retirement accounts$8,086,00029
YTD Gross Income corporate trust and agency$43,799,0008
Investment management and investment advisory agency accounts income$21,012,00036
Foundation and endowment and agency accounts income$6,706,00024
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$20,273,00022
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$118,131,00031
YTD fiduciary expense (Dec. only)$119,586,00026
YTD fiduciary net loss (Dec. only)$682,00020
YTD fiduciary intracompany income (Dec. only)$21,933,00013
YTD net fiduciary income (Dec. only)$19,796,00050
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,300,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$289,00068
YTD Gross Income from other retirement accounts$5,980,00030
YTD Gross Income corporate trust and agency$32,431,0007
Investment management and investment advisory agency accounts income$15,549,00036
Foundation and endowment and agency accounts income$4,915,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,899,00021
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$87,363,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,703,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$198,00068
YTD Gross Income from other retirement accounts$3,910,00032
YTD Gross Income corporate trust and agency$21,563,0008
Investment management and investment advisory agency accounts income$10,038,00035
Foundation and endowment and agency accounts income$3,237,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,674,00022
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$57,323,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,289,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$87,00071
YTD Gross Income from other retirement accounts$1,807,00032
YTD Gross Income corporate trust and agency$10,625,0008
Investment management and investment advisory agency accounts income$4,817,00037
Foundation and endowment and agency accounts income$1,574,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,517,00024
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$27,716,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$15,916,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$323,00073
YTD Gross Income from other retirement accounts$6,706,00031
YTD Gross Income corporate trust and agency$38,096,0008
Investment management and investment advisory agency accounts income$17,875,00036
Foundation and endowment and agency accounts income$5,839,00023
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$13,630,00026
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$98,385,00035
YTD fiduciary expense (Dec. only)$111,481,00027
YTD fiduciary net loss (Dec. only)$1,576,00018
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$-14,672,0004,999
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$13,776,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$189,00080
YTD Gross Income from other retirement accounts$2,953,00053
YTD Gross Income corporate trust and agency$26,299,0008
Investment management and investment advisory agency accounts income$15,792,00033
Foundation and endowment and agency accounts income$3,600,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,029,00025
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$72,638,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,023,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$123,00082
YTD Gross Income from other retirement accounts$1,885,00053
YTD Gross Income corporate trust and agency$17,231,0008
Investment management and investment advisory agency accounts income$10,452,00033
Foundation and endowment and agency accounts income$2,375,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,360,00026
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$47,449,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,160,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$56,00082
YTD Gross Income from other retirement accounts$876,00057
YTD Gross Income corporate trust and agency$8,876,0008
Investment management and investment advisory agency accounts income$4,898,00036
Foundation and endowment and agency accounts income$1,136,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,049,00027
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$24,051,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$19,140,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$236,00083
YTD Gross Income from other retirement accounts$3,615,00053
YTD Gross Income corporate trust and agency$28,757,0009
Investment management and investment advisory agency accounts income$19,719,00032
Foundation and endowment and agency accounts income$4,632,00026
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$10,253,00029
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$86,352,00036
YTD fiduciary expense (Dec. only)$62,220,00038
YTD fiduciary net loss (Dec. only)$-29,0005,174
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$24,161,00032
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$14,676,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$173,00081
YTD Gross Income from other retirement accounts$2,614,00057
YTD Gross Income corporate trust and agency$20,503,0009
Investment management and investment advisory agency accounts income$14,246,00034
Foundation and endowment and agency accounts income$3,430,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,737,00031
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$63,379,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$9,631,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$113,00083
YTD Gross Income from other retirement accounts$1,701,00056
YTD Gross Income corporate trust and agency$13,024,0009
Investment management and investment advisory agency accounts income$9,109,00034
Foundation and endowment and agency accounts income$2,506,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,034,00029
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$41,118,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$4,819,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$54,00086
YTD Gross Income from other retirement accounts$821,00057
YTD Gross Income corporate trust and agency$6,144,0009
Investment management and investment advisory agency accounts income$4,484,00034
Foundation and endowment and agency accounts income$1,234,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,874,00028
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$20,430,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$19,964,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0365
YTD Gross Income employee benefit defined benefit$242,00089
YTD Gross Income from other retirement accounts$3,522,00051
YTD Gross Income corporate trust and agency$21,813,0008
Investment management and investment advisory agency accounts income$18,138,00034
Foundation and endowment and agency accounts income$5,485,00026
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$10,398,00028
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$79,562,00038
YTD fiduciary expense (Dec. only)$66,185,00038
YTD fiduciary net loss (Dec. only)$181,00040
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$13,196,00055
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,502,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$198,00084
YTD Gross Income from other retirement accounts$2,828,00046
YTD Gross Income corporate trust and agency$15,791,0008
Investment management and investment advisory agency accounts income$12,598,00036
Foundation and endowment and agency accounts income$4,474,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,893,00028
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$59,284,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,963,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$130,00088
YTD Gross Income from other retirement accounts$1,801,00049
YTD Gross Income corporate trust and agency$10,266,0008
Investment management and investment advisory agency accounts income$7,827,00037
Foundation and endowment and agency accounts income$2,941,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,403,00028
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$39,332,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,327,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$60,00089
YTD Gross Income from other retirement accounts$807,00053
YTD Gross Income corporate trust and agency$4,895,00012
Investment management and investment advisory agency accounts income$3,509,00043
Foundation and endowment and agency accounts income$1,338,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,784,00028
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$19,720,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$25,191,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0404
YTD Gross Income employee benefit defined benefit$212,00097
YTD Gross Income from other retirement accounts$2,828,00057
YTD Gross Income corporate trust and agency$17,818,00012
Investment management and investment advisory agency accounts income$11,693,00048
Foundation and endowment and agency accounts income$4,765,00024
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$11,729,00029
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$74,236,00039
YTD fiduciary expense (Dec. only)$46,738,00042
YTD fiduciary net loss (Dec. only)$278,00032
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$27,220,00032
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$18,678,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0324
YTD Gross Income employee benefit defined benefit$158,00094
YTD Gross Income from other retirement accounts$2,087,00057
YTD Gross Income corporate trust and agency$13,197,00011
Investment management and investment advisory agency accounts income$8,674,00047
Foundation and endowment and agency accounts income$3,565,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,861,00028
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$55,220,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$11,296,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$115,00091
YTD Gross Income from other retirement accounts$1,517,00051
YTD Gross Income corporate trust and agency$8,649,00012
Investment management and investment advisory agency accounts income$6,298,00042
Foundation and endowment and agency accounts income$2,578,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,792,00028
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$36,245,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,517,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$55,00091
YTD Gross Income from other retirement accounts$699,00056
YTD Gross Income corporate trust and agency$4,169,00011
Investment management and investment advisory agency accounts income$2,974,00044
Foundation and endowment and agency accounts income$1,420,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,658,00028
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$17,492,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$20,900,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0406
YTD Gross Income employee benefit defined benefit$203,00094
YTD Gross Income from other retirement accounts$2,562,00056
YTD Gross Income corporate trust and agency$16,063,00011
Investment management and investment advisory agency accounts income$10,832,00046
Foundation and endowment and agency accounts income$5,373,00021
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$11,441,00028
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$67,374,00040
YTD fiduciary expense (Dec. only)$44,617,00041
YTD fiduciary net loss (Dec. only)$217,00034
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$22,540,00036
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,198,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$153,00093
YTD Gross Income from other retirement accounts$1,888,00057
YTD Gross Income corporate trust and agency$11,906,00010
Investment management and investment advisory agency accounts income$8,079,00047
Foundation and endowment and agency accounts income$4,046,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,523,00028
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$49,793,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,738,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$102,00092
YTD Gross Income from other retirement accounts$1,225,00059
YTD Gross Income corporate trust and agency$7,882,00011
Investment management and investment advisory agency accounts income$5,368,00048
Foundation and endowment and agency accounts income$2,614,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,680,00026
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$32,609,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,722,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$50,00092
YTD Gross Income from other retirement accounts$592,00059
YTD Gross Income corporate trust and agency$4,052,00010
Investment management and investment advisory agency accounts income$2,645,00048
Foundation and endowment and agency accounts income$1,253,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,769,00027
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$16,083,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$20,046,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0424
YTD Gross Income employee benefit defined benefit$227,00094
YTD Gross Income from other retirement accounts$2,425,00061
YTD Gross Income corporate trust and agency$14,408,00012
Investment management and investment advisory agency accounts income$13,084,00040
Foundation and endowment and agency accounts income$3,874,00024
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$10,996,00028
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$65,060,00039
YTD fiduciary expense (Dec. only)$41,101,00042
YTD fiduciary net loss (Dec. only)$116,00046
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$23,843,00028
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$14,006,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0327
YTD Gross Income employee benefit defined benefit$85,000118
YTD Gross Income from other retirement accounts$2,012,00054
YTD Gross Income corporate trust and agency$10,821,00013
Investment management and investment advisory agency accounts income$10,464,00038
Foundation and endowment and agency accounts income$3,133,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,455,00029
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$48,976,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,481,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$60,000115
YTD Gross Income from other retirement accounts$1,384,00051
YTD Gross Income corporate trust and agency$7,102,00012
Investment management and investment advisory agency accounts income$6,910,00039
Foundation and endowment and agency accounts income$2,007,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,669,00031
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$32,613,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,718,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$30,000112
YTD Gross Income from other retirement accounts$671,00052
YTD Gross Income corporate trust and agency$3,404,00011
Investment management and investment advisory agency accounts income$3,482,00039
Foundation and endowment and agency accounts income$1,013,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,979,00030
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$16,297,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$19,194,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0427
YTD Gross Income employee benefit defined benefit$116,000119
YTD Gross Income from other retirement accounts$2,684,00050
YTD Gross Income corporate trust and agency$12,916,00012
Investment management and investment advisory agency accounts income$12,917,00038
Foundation and endowment and agency accounts income$4,048,00025
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$12,201,00029
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$64,076,00041
YTD fiduciary expense (Dec. only)$42,886,00040
YTD fiduciary net loss (Dec. only)$122,00040
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$21,068,00035
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$14,955,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$84,000114
YTD Gross Income from other retirement accounts$1,941,00050
YTD Gross Income corporate trust and agency$9,578,00012
Investment management and investment advisory agency accounts income$9,157,00039
Foundation and endowment and agency accounts income$2,915,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,355,00029
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$47,985,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,544,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$64,000108
YTD Gross Income from other retirement accounts$1,343,00050
YTD Gross Income corporate trust and agency$6,221,00011
Investment management and investment advisory agency accounts income$6,258,00038
Foundation and endowment and agency accounts income$1,992,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,189,00029
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$31,611,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,603,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$34,000109
YTD Gross Income from other retirement accounts$702,00051
YTD Gross Income corporate trust and agency$3,027,00010
Investment management and investment advisory agency accounts income$3,180,00038
Foundation and endowment and agency accounts income$1,046,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,006,00030
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$15,598,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$17,727,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0437
YTD Gross Income employee benefit defined benefit$131,000110
YTD Gross Income from other retirement accounts$2,662,00044
YTD Gross Income corporate trust and agency$10,121,00011
Investment management and investment advisory agency accounts income$12,151,00036
Foundation and endowment and agency accounts income$3,952,00024
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$10,303,00031
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$57,047,00044
YTD fiduciary expense (Dec. only)$41,005,00042
YTD fiduciary net loss (Dec. only)$36,00080
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$16,006,00037
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$12,796,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$96,000107
YTD Gross Income from other retirement accounts$1,944,00043
YTD Gross Income corporate trust and agency$7,295,00011
Investment management and investment advisory agency accounts income$8,942,00036
Foundation and endowment and agency accounts income$2,944,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,549,00031
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$41,566,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,925,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$62,000107
YTD Gross Income from other retirement accounts$1,250,00044
YTD Gross Income corporate trust and agency$4,790,00012
Investment management and investment advisory agency accounts income$5,741,00036
Foundation and endowment and agency accounts income$1,934,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,088,00030
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$27,790,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,510,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$31,000109
YTD Gross Income from other retirement accounts$623,00045
YTD Gross Income corporate trust and agency$2,404,00012
Investment management and investment advisory agency accounts income$2,842,00037
Foundation and endowment and agency accounts income$954,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,735,00029
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$14,099,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$17,017,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0425
YTD Gross Income employee benefit defined benefit$120,000109
YTD Gross Income from other retirement accounts$2,359,00042
YTD Gross Income corporate trust and agency$8,923,00012
Investment management and investment advisory agency accounts income$10,687,00036
Foundation and endowment and agency accounts income$3,656,00023
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$12,479,00027
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$55,241,00041
YTD fiduciary expense (Dec. only)$40,592,00041
YTD fiduciary net loss (Dec. only)$402,00027
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$14,247,00037
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,055,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$95,000105
YTD Gross Income from other retirement accounts$1,831,00039
YTD Gross Income corporate trust and agency$6,526,00012
Investment management and investment advisory agency accounts income$7,832,00035
Foundation and endowment and agency accounts income$2,774,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,023,00026
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$39,136,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,802,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$64,000106
YTD Gross Income from other retirement accounts$1,207,00039
YTD Gross Income corporate trust and agency$4,228,00013
Investment management and investment advisory agency accounts income$5,305,00035
Foundation and endowment and agency accounts income$1,878,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,378,00025
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$26,862,00041
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
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$3,428,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$34,000103
YTD Gross Income from other retirement accounts$614,00038
YTD Gross Income corporate trust and agency$2,416,00011
Investment management and investment advisory agency accounts income$2,683,00035
Foundation and endowment and agency accounts income$945,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,009,00025
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$14,129,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,078,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0435
YTD Gross Income employee benefit defined benefit$525,00062
YTD Gross Income from other retirement accounts$2,410,00038
YTD Gross Income corporate trust and agency$9,243,00010
Investment management and investment advisory agency accounts income$10,302,00035
Foundation and endowment and agency accounts income$3,729,00019
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$17,318,00021
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$58,605,00033
YTD fiduciary expense (Dec. only)$35,741,00043
YTD fiduciary net loss (Dec. only)$171,00035
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$22,693,00030
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,748,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$416,00063
YTD Gross Income from other retirement accounts$1,889,00039
YTD Gross Income corporate trust and agency$7,009,00011
Investment management and investment advisory agency accounts income$7,807,00037
Foundation and endowment and agency accounts income$2,946,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,647,00021
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$44,462,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,230,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0320
YTD Gross Income employee benefit defined benefit$617,00044
YTD Gross Income from other retirement accounts$1,252,00040
YTD Gross Income corporate trust and agency$4,578,00012
Investment management and investment advisory agency accounts income$5,139,00037
Foundation and endowment and agency accounts income$2,011,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,348,00020
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$30,175,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$3,687,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000173
YTD Gross Income employee benefit defined benefit$318,00045
YTD Gross Income from other retirement accounts$650,00039
YTD Gross Income corporate trust and agency$2,570,00012
Investment management and investment advisory agency accounts income$2,601,00039
Foundation and endowment and agency accounts income$1,011,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,661,00020
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$15,566,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,246,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$1,162,00046
YTD Gross Income from other retirement accounts$1,453,00055
YTD Gross Income corporate trust and agency$11,815,00013
Investment management and investment advisory agency accounts income$5,865,00048
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$20,242,00021
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$56,783,00034
YTD fiduciary expense (Dec. only)$35,713,00046
YTD fiduciary net loss (Dec. only)$679,00018
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$20,391,00028
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,472,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$885,00045
YTD Gross Income from other retirement accounts$1,077,00055
YTD Gross Income corporate trust and agency$8,489,00013
Investment management and investment advisory agency accounts income$601,000196
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,313,00020
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$41,837,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,821,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$615,00044
YTD Gross Income from other retirement accounts$799,00049
YTD Gross Income corporate trust and agency$5,706,00015
Investment management and investment advisory agency accounts income$829,000120
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,482,00020
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$28,252,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,031,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$239,00046
YTD Gross Income from other retirement accounts$408,00047
YTD Gross Income corporate trust and agency$2,602,00014
Investment management and investment advisory agency accounts income$1,106,00059
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,150,00020
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$13,536,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,351,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$1,125,00045
YTD Gross Income from other retirement accounts$1,992,00040
YTD Gross Income corporate trust and agency$11,119,00015
Investment management and investment advisory agency accounts income$5,401,00053
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$28,016,00014
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$64,004,00036
YTD fiduciary expense (Dec. only)$45,664,00042
YTD fiduciary net loss (Dec. only)$734,00022
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$17,606,00028
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$12,070,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$894,00046
YTD Gross Income from other retirement accounts$1,484,00041
YTD Gross Income corporate trust and agency$8,935,00015
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,301,00013
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$50,834,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,375,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$577,00047
YTD Gross Income from other retirement accounts$959,00044
YTD Gross Income corporate trust and agency$6,273,00015
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$19,155,00013
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$38,128,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$3,647,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$262,00047
YTD Gross Income from other retirement accounts$440,00044
YTD Gross Income corporate trust and agency$3,330,00014
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,574,00013
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$18,055,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$94,075,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
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$74,210,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$49,755,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$23,844,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$89,904,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$66,167,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$43,735,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,229,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$76,538,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$56,637,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$37,224,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$17,578,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$63,962,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$47,470,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$31,800,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,569,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$63,105,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$46,887,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$31,414,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,604,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$76,672,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
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$57,147,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$37,325,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$17,898,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$76,306,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$73,304,00041
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
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$73,241,00041
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
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$68,520,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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