Home > Wells Fargo Bank > Gross Fiduciary and Related Services Income

Wells Fargo Bank, Gross Fiduciary and Related Services Income

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$97,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00021
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$16,000,0007
YTD Gross Income corporate trust and agency$77,000,0002
Investment management and investment advisory agency accounts income$121,000,0005
Foundation and endowment and agency accounts income$32,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000,0009
YTD Gross income other trust accounts$13,000,0007
Gross Fiduciary activities income$381,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$370,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000,00015
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$58,000,0007
YTD Gross Income corporate trust and agency$323,000,0002
Investment management and investment advisory agency accounts income$463,000,0004
Foundation and endowment and agency accounts income$115,000,0003
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$84,000,0009
YTD Gross income other trust accounts$51,000,0007
Gross Fiduciary activities income$1,474,000,0007
YTD fiduciary expense (Dec. only)$1,815,000,0005
YTD fiduciary net loss (Dec. only)$107,000,0001
YTD fiduciary intracompany income (Dec. only)$338,000,0005
YTD net fiduciary income (Dec. only)$-110,000,0005,001
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$272,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000,00016
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$43,000,0008
YTD Gross Income corporate trust and agency$241,000,0002
Investment management and investment advisory agency accounts income$346,000,0004
Foundation and endowment and agency accounts income$85,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000,0009
YTD Gross income other trust accounts$38,000,0006
Gross Fiduciary activities income$1,095,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$177,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000,00015
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$29,000,0008
YTD Gross Income corporate trust and agency$161,000,0002
Investment management and investment advisory agency accounts income$231,000,0004
Foundation and endowment and agency accounts income$56,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000,0009
YTD Gross income other trust accounts$25,000,0007
Gross Fiduciary activities income$724,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$91,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000,00018
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$14,000,0008
YTD Gross Income corporate trust and agency$83,000,0002
Investment management and investment advisory agency accounts income$117,000,0004
Foundation and endowment and agency accounts income$28,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000,00010
YTD Gross income other trust accounts$12,000,0007
Gross Fiduciary activities income$367,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$392,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000,0003
YTD Gross Income employee benefit defined benefit$20,000,0007
YTD Gross Income from other retirement accounts$75,000,0007
YTD Gross Income corporate trust and agency$318,000,0003
Investment management and investment advisory agency accounts income$493,000,0004
Foundation and endowment and agency accounts income$117,000,0003
YTD Gross income other trust and agency accounts$3,000,00012
YTD Gross income custody and safekeeping agency accounts$108,000,0009
YTD Gross income other trust accounts$51,000,0006
Gross Fiduciary activities income$1,692,000,0007
YTD fiduciary expense (Dec. only)$1,902,000,0005
YTD fiduciary net loss (Dec. only)$267,000,0001
YTD fiduciary intracompany income (Dec. only)$429,000,0005
YTD net fiduciary income (Dec. only)$-48,000,0005,177
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$295,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000,0003
YTD Gross Income employee benefit defined benefit$20,000,0006
YTD Gross Income from other retirement accounts$60,000,0006
YTD Gross Income corporate trust and agency$235,000,0003
Investment management and investment advisory agency accounts income$372,000,0004
Foundation and endowment and agency accounts income$88,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000,0009
YTD Gross income other trust accounts$40,000,0006
Gross Fiduciary activities income$1,311,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0009
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$199,000,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000,0002
YTD Gross Income employee benefit defined benefit$20,000,0005
YTD Gross Income from other retirement accounts$45,000,0006
YTD Gross Income corporate trust and agency$156,000,0003
Investment management and investment advisory agency accounts income$250,000,0004
Foundation and endowment and agency accounts income$59,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000,0009
YTD Gross income other trust accounts$28,000,0005
Gross Fiduciary activities income$938,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0009
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$99,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000,0002
YTD Gross Income employee benefit defined benefit$10,000,0005
YTD Gross Income from other retirement accounts$23,000,0006
YTD Gross Income corporate trust and agency$78,000,0003
Investment management and investment advisory agency accounts income$128,000,0004
Foundation and endowment and agency accounts income$30,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000,0009
YTD Gross income other trust accounts$14,000,0005
Gross Fiduciary activities income$472,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0008
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$425,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$239,000,0002
YTD Gross Income employee benefit defined benefit$45,000,0005
YTD Gross Income from other retirement accounts$96,000,0006
YTD Gross Income corporate trust and agency$312,000,0003
Investment management and investment advisory agency accounts income$530,000,0004
Foundation and endowment and agency accounts income$122,000,0002
YTD Gross income other trust and agency accounts$8,000,0008
YTD Gross income custody and safekeeping agency accounts$132,000,0009
YTD Gross income other trust accounts$52,000,0005
Gross Fiduciary activities income$1,961,000,0006
YTD fiduciary expense (Dec. only)$1,770,000,0005
YTD fiduciary net loss (Dec. only)$19,000,0007
YTD fiduciary intracompany income (Dec. only)$462,000,0005
YTD net fiduciary income (Dec. only)$634,000,0007
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$326,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000,0002
YTD Gross Income employee benefit defined benefit$34,000,0005
YTD Gross Income from other retirement accounts$72,000,0006
YTD Gross Income corporate trust and agency$236,000,0003
Investment management and investment advisory agency accounts income$402,000,0004
Foundation and endowment and agency accounts income$93,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000,0009
YTD Gross income other trust accounts$38,000,0006
Gross Fiduciary activities income$1,490,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$217,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000,0002
YTD Gross Income employee benefit defined benefit$23,000,0005
YTD Gross Income from other retirement accounts$49,000,0006
YTD Gross Income corporate trust and agency$158,000,0001
Investment management and investment advisory agency accounts income$269,000,0004
Foundation and endowment and agency accounts income$62,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000,0009
YTD Gross income other trust accounts$24,000,0006
Gross Fiduciary activities income$995,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$111,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000,0002
YTD Gross Income employee benefit defined benefit$11,000,0005
YTD Gross Income from other retirement accounts$24,000,0006
YTD Gross Income corporate trust and agency$81,000,0001
Investment management and investment advisory agency accounts income$135,000,0004
Foundation and endowment and agency accounts income$31,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000,0009
YTD Gross income other trust accounts$10,000,0008
Gross Fiduciary activities income$504,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0008
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$456,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$241,000,0002
YTD Gross Income employee benefit defined benefit$46,000,0005
YTD Gross Income from other retirement accounts$89,000,0006
YTD Gross Income corporate trust and agency$405,000,0001
Investment management and investment advisory agency accounts income$517,000,0004
Foundation and endowment and agency accounts income$121,000,0002
YTD Gross income other trust and agency accounts$19,000,0007
YTD Gross income custody and safekeeping agency accounts$127,000,0009
YTD Gross income other trust accounts$40,000,0006
Gross Fiduciary activities income$2,061,000,0005
YTD fiduciary expense (Dec. only)$1,754,000,0005
YTD fiduciary net loss (Dec. only)$32,000,0003
YTD fiduciary intracompany income (Dec. only)$507,000,0004
YTD net fiduciary income (Dec. only)$782,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$339,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$178,000,0002
YTD Gross Income employee benefit defined benefit$35,000,0005
YTD Gross Income from other retirement accounts$65,000,0006
YTD Gross Income corporate trust and agency$303,000,0001
Investment management and investment advisory agency accounts income$384,000,0004
Foundation and endowment and agency accounts income$90,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000,0009
YTD Gross income other trust accounts$30,000,0006
Gross Fiduciary activities income$1,534,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$222,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$116,000,0002
YTD Gross Income employee benefit defined benefit$23,000,0005
YTD Gross Income from other retirement accounts$41,000,0006
YTD Gross Income corporate trust and agency$201,000,0001
Investment management and investment advisory agency accounts income$253,000,0004
Foundation and endowment and agency accounts income$60,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000,0009
YTD Gross income other trust accounts$20,000,0006
Gross Fiduciary activities income$1,011,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$110,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000,0002
YTD Gross Income employee benefit defined benefit$12,000,0005
YTD Gross Income from other retirement accounts$16,000,0007
YTD Gross Income corporate trust and agency$99,000,0001
Investment management and investment advisory agency accounts income$127,000,0004
Foundation and endowment and agency accounts income$30,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000,0009
YTD Gross income other trust accounts$10,000,0006
Gross Fiduciary activities income$503,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0008
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$436,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,000,0002
YTD Gross Income employee benefit defined benefit$51,000,0005
YTD Gross Income from other retirement accounts$66,000,0006
YTD Gross Income corporate trust and agency$378,000,0001
Investment management and investment advisory agency accounts income$487,000,0004
Foundation and endowment and agency accounts income$116,000,0002
YTD Gross income other trust and agency accounts$37,000,0006
YTD Gross income custody and safekeeping agency accounts$119,000,0009
YTD Gross income other trust accounts$38,000,0007
Gross Fiduciary activities income$1,952,000,0005
YTD fiduciary expense (Dec. only)$1,681,000,0005
YTD fiduciary net loss (Dec. only)$-73,000,0005,913
YTD fiduciary intracompany income (Dec. only)$348,000,0005
YTD net fiduciary income (Dec. only)$692,000,0004
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$325,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000,0002
YTD Gross Income employee benefit defined benefit$39,000,0005
YTD Gross Income from other retirement accounts$49,000,0006
YTD Gross Income corporate trust and agency$281,000,0001
Investment management and investment advisory agency accounts income$364,000,0004
Foundation and endowment and agency accounts income$88,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000,0009
YTD Gross income other trust accounts$28,000,0008
Gross Fiduciary activities income$1,458,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$214,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000,0002
YTD Gross Income employee benefit defined benefit$26,000,0005
YTD Gross Income from other retirement accounts$33,000,0006
YTD Gross Income corporate trust and agency$187,000,0001
Investment management and investment advisory agency accounts income$239,000,0004
Foundation and endowment and agency accounts income$55,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000,0009
YTD Gross income other trust accounts$18,000,0008
Gross Fiduciary activities income$958,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$107,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000,0002
YTD Gross Income employee benefit defined benefit$14,000,0005
YTD Gross Income from other retirement accounts$16,000,0006
YTD Gross Income corporate trust and agency$88,000,0001
Investment management and investment advisory agency accounts income$119,000,0004
Foundation and endowment and agency accounts income$27,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000,0009
YTD Gross income other trust accounts$9,000,0007
Gross Fiduciary activities income$472,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0008
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$459,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$189,000,0002
YTD Gross Income employee benefit defined benefit$52,000,0005
YTD Gross Income from other retirement accounts$67,000,0006
YTD Gross Income corporate trust and agency$338,000,0001
Investment management and investment advisory agency accounts income$480,000,0004
Foundation and endowment and agency accounts income$111,000,0003
YTD Gross income other trust and agency accounts$36,000,0006
YTD Gross income custody and safekeeping agency accounts$101,000,0009
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$1,833,000,0005
YTD fiduciary expense (Dec. only)$1,641,000,0006
YTD fiduciary net loss (Dec. only)$165,000,0001
YTD fiduciary intracompany income (Dec. only)$230,000,0004
YTD net fiduciary income (Dec. only)$257,000,0007
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$346,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000,0002
YTD Gross Income employee benefit defined benefit$40,000,0005
YTD Gross Income from other retirement accounts$51,000,0006
YTD Gross Income corporate trust and agency$254,000,0001
Investment management and investment advisory agency accounts income$361,000,0004
Foundation and endowment and agency accounts income$84,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000,0009
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,379,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$234,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000,0002
YTD Gross Income employee benefit defined benefit$28,000,0005
YTD Gross Income from other retirement accounts$34,000,0006
YTD Gross Income corporate trust and agency$181,000,0001
Investment management and investment advisory agency accounts income$241,000,0004
Foundation and endowment and agency accounts income$56,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000,0009
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$921,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$117,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000,0002
YTD Gross Income employee benefit defined benefit$14,000,0005
YTD Gross Income from other retirement accounts$17,000,0006
YTD Gross Income corporate trust and agency$90,000,0001
Investment management and investment advisory agency accounts income$119,000,0004
Foundation and endowment and agency accounts income$28,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000,00010
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$458,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0008
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$478,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$171,000,0002
YTD Gross Income employee benefit defined benefit$52,000,0005
YTD Gross Income from other retirement accounts$66,000,0006
YTD Gross Income corporate trust and agency$333,000,0001
Investment management and investment advisory agency accounts income$447,000,0004
Foundation and endowment and agency accounts income$112,000,0002
YTD Gross income other trust and agency accounts$33,000,0006
YTD Gross income custody and safekeeping agency accounts$69,000,0009
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$1,761,000,0006
YTD fiduciary expense (Dec. only)$1,613,000,0006
YTD fiduciary net loss (Dec. only)$26,000,0004
YTD fiduciary intracompany income (Dec. only)$226,000,0004
YTD net fiduciary income (Dec. only)$348,000,0006
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0009
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$357,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000,0002
YTD Gross Income employee benefit defined benefit$41,000,0005
YTD Gross Income from other retirement accounts$49,000,0006
YTD Gross Income corporate trust and agency$244,000,0001
Investment management and investment advisory agency accounts income$333,000,0004
Foundation and endowment and agency accounts income$84,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000,0009
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$1,309,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0009
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$237,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000,0002
YTD Gross Income employee benefit defined benefit$28,000,0005
YTD Gross Income from other retirement accounts$31,000,0006
YTD Gross Income corporate trust and agency$159,000,0001
Investment management and investment advisory agency accounts income$219,000,0004
Foundation and endowment and agency accounts income$57,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000,00010
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$865,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0009
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$118,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000,0002
YTD Gross Income employee benefit defined benefit$13,000,0005
YTD Gross Income from other retirement accounts$15,000,0006
YTD Gross Income corporate trust and agency$77,000,0001
Investment management and investment advisory agency accounts income$107,000,0004
Foundation and endowment and agency accounts income$28,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000,0009
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$434,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$476,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$158,000,0002
YTD Gross Income employee benefit defined benefit$48,000,0005
YTD Gross Income from other retirement accounts$57,000,0005
YTD Gross Income corporate trust and agency$359,000,0001
Investment management and investment advisory agency accounts income$416,000,0004
Foundation and endowment and agency accounts income$97,000,0002
YTD Gross income other trust and agency accounts$33,000,0006
YTD Gross income custody and safekeeping agency accounts$62,000,00011
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,706,000,0005
YTD fiduciary expense (Dec. only)$1,637,000,0005
YTD fiduciary net loss (Dec. only)$33,000,0005
YTD fiduciary intracompany income (Dec. only)$199,000,0005
YTD net fiduciary income (Dec. only)$235,000,0005
Memoranda:
YTD foreign offices total gross fiduciary income$3,000,0008
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$356,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000,0002
YTD Gross Income employee benefit defined benefit$36,000,0005
YTD Gross Income from other retirement accounts$42,000,0006
YTD Gross Income corporate trust and agency$268,000,0001
Investment management and investment advisory agency accounts income$307,000,0004
Foundation and endowment and agency accounts income$69,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000,00011
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,267,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$3,000,0008
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$240,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000,0002
YTD Gross Income employee benefit defined benefit$25,000,0005
YTD Gross Income from other retirement accounts$28,000,0006
YTD Gross Income corporate trust and agency$177,000,0001
Investment management and investment advisory agency accounts income$204,000,0004
Foundation and endowment and agency accounts income$46,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000,00011
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$845,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0008
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$113,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000,0002
YTD Gross Income employee benefit defined benefit$10,000,0005
YTD Gross Income from other retirement accounts$14,000,0006
YTD Gross Income corporate trust and agency$84,000,0001
Investment management and investment advisory agency accounts income$102,000,0004
Foundation and endowment and agency accounts income$22,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000,00011
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$409,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$1,000,0008
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$471,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000,0003
YTD Gross Income employee benefit defined benefit$38,000,0005
YTD Gross Income from other retirement accounts$54,000,0007
YTD Gross Income corporate trust and agency$324,000,0001
Investment management and investment advisory agency accounts income$385,000,0004
Foundation and endowment and agency accounts income$86,000,0002
YTD Gross income other trust and agency accounts$28,000,0006
YTD Gross income custody and safekeeping agency accounts$57,000,00011
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$1,556,000,0005
YTD fiduciary expense (Dec. only)$1,526,000,0005
YTD fiduciary net loss (Dec. only)$26,000,0004
YTD fiduciary intracompany income (Dec. only)$184,000,0005
YTD net fiduciary income (Dec. only)$188,000,0007
Memoranda:
YTD foreign offices total gross fiduciary income$8,000,0008
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$353,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000,0002
YTD Gross Income employee benefit defined benefit$39,000,0005
YTD Gross Income from other retirement accounts$41,000,0007
YTD Gross Income corporate trust and agency$243,000,0001
Investment management and investment advisory agency accounts income$285,000,0004
Foundation and endowment and agency accounts income$65,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$204,000,0006
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,371,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$7,000,0008
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$241,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000,0002
YTD Gross Income employee benefit defined benefit$25,000,0005
YTD Gross Income from other retirement accounts$27,000,0007
YTD Gross Income corporate trust and agency$162,000,0001
Investment management and investment advisory agency accounts income$189,000,0004
Foundation and endowment and agency accounts income$43,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000,0006
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$913,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$9,000,0007
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$117,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000,0002
YTD Gross Income employee benefit defined benefit$13,000,0005
YTD Gross Income from other retirement accounts$14,000,0007
YTD Gross Income corporate trust and agency$79,000,0001
Investment management and investment advisory agency accounts income$94,000,0004
Foundation and endowment and agency accounts income$21,000,0002
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000,0006
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$452,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$4,000,0007
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$513,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$159,000,0002
YTD Gross Income employee benefit defined benefit$52,000,0005
YTD Gross Income from other retirement accounts$67,000,0005
YTD Gross Income corporate trust and agency$277,000,0002
Investment management and investment advisory agency accounts income$365,000,0004
Foundation and endowment and agency accounts income$65,000,0003
YTD Gross income other trust and agency accounts$26,000,0006
YTD Gross income custody and safekeeping agency accounts$268,000,0007
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,792,000,0005
YTD fiduciary expense (Dec. only)$1,468,000,0005
YTD fiduciary net loss (Dec. only)$67,000,0001
YTD fiduciary intracompany income (Dec. only)$151,000,0006
YTD net fiduciary income (Dec. only)$408,000,0005
Memoranda:
YTD foreign offices total gross fiduciary income$4,000,0008
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$396,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000,0001
YTD Gross Income employee benefit defined benefit$41,000,0005
YTD Gross Income from other retirement accounts$53,000,0005
YTD Gross Income corporate trust and agency$192,000,0004
Investment management and investment advisory agency accounts income$275,000,0003
Foundation and endowment and agency accounts income$45,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,000,0007
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,343,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0009
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$271,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000,0001
YTD Gross Income employee benefit defined benefit$23,000,0005
YTD Gross Income from other retirement accounts$39,000,0005
YTD Gross Income corporate trust and agency$122,000,0004
Investment management and investment advisory agency accounts income$182,000,0003
Foundation and endowment and agency accounts income$23,000,0003
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000,0007
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$888,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0008
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$136,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000,0001
YTD Gross Income employee benefit defined benefit$13,000,0005
YTD Gross Income from other retirement accounts$25,000,0002
YTD Gross Income corporate trust and agency$58,000,0004
Investment management and investment advisory agency accounts income$87,000,0003
Foundation and endowment and agency accounts income$3,000,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000,0006
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$440,000,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$551,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000,0002
YTD Gross Income employee benefit defined benefit$57,000,0006
YTD Gross Income from other retirement accounts$92,000,0001
YTD Gross Income corporate trust and agency$241,000,0003
Investment management and investment advisory agency accounts income$320,000,0003
Foundation and endowment and agency accounts income$11,000,00010
YTD Gross income other trust and agency accounts$13,000,0008
YTD Gross income custody and safekeeping agency accounts$229,000,0007
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$1,666,000,0004
YTD fiduciary expense (Dec. only)$698,000,0007
YTD fiduciary net loss (Dec. only)$5,000,0007
YTD fiduciary intracompany income (Dec. only)$94,000,0006
YTD net fiduciary income (Dec. only)$1,057,000,0003
Memoranda:
YTD foreign offices total gross fiduciary income$3,800,0007
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$415,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000,0002
YTD Gross Income employee benefit defined benefit$44,000,0006
YTD Gross Income from other retirement accounts$67,000,0001
YTD Gross Income corporate trust and agency$180,000,0003
Investment management and investment advisory agency accounts income$237,000,0003
Foundation and endowment and agency accounts income$9,000,00011
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,000,0007
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$1,234,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$3,000,0007
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$283,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000,0001
YTD Gross Income employee benefit defined benefit$31,000,0006
YTD Gross Income from other retirement accounts$43,000,0002
YTD Gross Income corporate trust and agency$121,000,0003
Investment management and investment advisory agency accounts income$159,000,0003
Foundation and endowment and agency accounts income$7,000,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000,0007
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$833,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$2,000,0007
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$130,000,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000,0001
YTD Gross Income employee benefit defined benefit$21,000,0006
YTD Gross Income from other retirement accounts$19,000,0003
YTD Gross Income corporate trust and agency$60,000,0003
Investment management and investment advisory agency accounts income$73,000,0003
Foundation and endowment and agency accounts income$5,000,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000,0007
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$414,000,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,000,0007
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$247,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000,0007
YTD Gross Income employee benefit defined benefit$27,000,0007
YTD Gross Income from other retirement accounts$51,000,0005
YTD Gross Income corporate trust and agency$229,000,0004
Investment management and investment advisory agency accounts income$177,000,0007
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$22,000,0007
YTD Gross income custody and safekeeping agency accounts$185,000,0007
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$981,000,0008
YTD fiduciary expense (Dec. only)$883,000,0006
YTD fiduciary net loss (Dec. only)$3,000,00011
YTD fiduciary intracompany income (Dec. only)$137,000,0006
YTD net fiduciary income (Dec. only)$232,000,0009
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$182,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000,0006
YTD Gross Income employee benefit defined benefit$20,000,0007
YTD Gross Income from other retirement accounts$36,000,0005
YTD Gross Income corporate trust and agency$171,000,0004
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$125,000,0006
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$711,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
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$123,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000,0007
YTD Gross Income employee benefit defined benefit$12,000,0007
YTD Gross Income from other retirement accounts$23,000,0005
YTD Gross Income corporate trust and agency$114,000,0004
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$80,000,0006
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$467,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$58,000,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000,0007
YTD Gross Income employee benefit defined benefit$6,000,0006
YTD Gross Income from other retirement accounts$10,000,0005
YTD Gross Income corporate trust and agency$57,000,0004
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$38,000,0006
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$225,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$32,000,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,037,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
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$802,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
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$536,000,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$263,000,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$35,000,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,126,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$845,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$573,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$258,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$38,000,0007
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$982,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$725,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$482,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$233,000,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$35,000,0007
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$892,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
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$662,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
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$437,000,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
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$213,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,000,0009
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$790,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$585,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$389,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$190,000,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
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$10,000,00011
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$380,000,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$207,000,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
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$132,000,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$70,000,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000,00046
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$280,000,00019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$1,000,00043
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$280,000,00018
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$291,000,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$284,000,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$279,000,00015
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$446,738,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$363,427,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$244,399,0009
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$207,729,00011
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$195,003,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$172,182,00011
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA