Home > BBVA USA > Gross Fiduciary and Related Services Income

BBVA USA, Gross Fiduciary and Related Services Income

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$8,455,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000225
YTD Gross Income employee benefit defined benefit$66,000112
YTD Gross Income from other retirement accounts$840,000151
YTD Gross Income corporate trust and agency$71,00052
Investment management and investment advisory agency accounts income$838,000224
Foundation and endowment and agency accounts income$278,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$525,00079
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$11,599,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,847,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$0375
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0353
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,847,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$6,372,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000194
YTD Gross Income employee benefit defined benefit$60,00086
YTD Gross Income from other retirement accounts$540,00093
YTD Gross Income corporate trust and agency$62,00045
Investment management and investment advisory agency accounts income$304,000207
Foundation and endowment and agency accounts income$178,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$330,00063
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$8,743,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$16,827,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000223
YTD Gross Income employee benefit defined benefit$257,00081
YTD Gross Income from other retirement accounts$2,176,00085
YTD Gross Income corporate trust and agency$125,00059
Investment management and investment advisory agency accounts income$9,076,00064
Foundation and endowment and agency accounts income$931,00075
YTD Gross income other trust and agency accounts$3,061,00010
YTD Gross income custody and safekeeping agency accounts$1,505,00060
YTD Gross income other trust accounts$76,000138
Gross Fiduciary activities income$34,130,00064
YTD fiduciary expense (Dec. only)$18,036,00078
YTD fiduciary net loss (Dec. only)$40,00088
YTD fiduciary intracompany income (Dec. only)$850,00045
YTD net fiduciary income (Dec. only)$16,904,00042
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$12,587,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000198
YTD Gross Income employee benefit defined benefit$198,00079
YTD Gross Income from other retirement accounts$1,609,00084
YTD Gross Income corporate trust and agency$103,00053
Investment management and investment advisory agency accounts income$6,743,00064
Foundation and endowment and agency accounts income$696,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,050,00061
YTD Gross income other trust accounts$67,000117
Gross Fiduciary activities income$25,403,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$8,264,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000218
YTD Gross Income employee benefit defined benefit$135,00080
YTD Gross Income from other retirement accounts$1,061,00082
YTD Gross Income corporate trust and agency$67,00054
Investment management and investment advisory agency accounts income$4,434,00064
Foundation and endowment and agency accounts income$444,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$829,00060
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$16,854,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$4,125,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000192
YTD Gross Income employee benefit defined benefit$72,00075
YTD Gross Income from other retirement accounts$540,00082
YTD Gross Income corporate trust and agency$32,00051
Investment management and investment advisory agency accounts income$2,229,00064
Foundation and endowment and agency accounts income$223,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$432,00062
YTD Gross income other trust accounts$59,00082
Gross Fiduciary activities income$8,588,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,787,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000175
YTD Gross Income employee benefit defined benefit$370,00070
YTD Gross Income from other retirement accounts$1,898,00087
YTD Gross Income corporate trust and agency$188,00054
Investment management and investment advisory agency accounts income$8,044,00064
Foundation and endowment and agency accounts income$878,00074
YTD Gross income other trust and agency accounts$3,178,00011
YTD Gross income custody and safekeeping agency accounts$2,014,00056
YTD Gross income other trust accounts$2,193,00033
Gross Fiduciary activities income$33,742,00065
YTD fiduciary expense (Dec. only)$17,973,00077
YTD fiduciary net loss (Dec. only)$63,00064
YTD fiduciary intracompany income (Dec. only)$707,00048
YTD net fiduciary income (Dec. only)$16,413,00042
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$10,844,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000163
YTD Gross Income employee benefit defined benefit$301,00068
YTD Gross Income from other retirement accounts$1,376,00088
YTD Gross Income corporate trust and agency$151,00052
Investment management and investment advisory agency accounts income$5,915,00065
Foundation and endowment and agency accounts income$641,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,578,00056
YTD Gross income other trust accounts$2,075,00031
Gross Fiduciary activities income$25,389,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,859,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000153
YTD Gross Income employee benefit defined benefit$231,00064
YTD Gross Income from other retirement accounts$988,00081
YTD Gross Income corporate trust and agency$117,00054
Investment management and investment advisory agency accounts income$4,252,00063
Foundation and endowment and agency accounts income$439,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,090,00056
YTD Gross income other trust accounts$695,00045
Gross Fiduciary activities income$17,465,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$4,015,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000204
YTD Gross Income employee benefit defined benefit$167,00049
YTD Gross Income from other retirement accounts$494,00081
YTD Gross Income corporate trust and agency$50,00051
Investment management and investment advisory agency accounts income$2,151,00063
Foundation and endowment and agency accounts income$189,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$537,00055
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$8,320,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$15,534,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$577,000130
YTD Gross Income employee benefit defined benefit$620,00052
YTD Gross Income from other retirement accounts$1,948,00079
YTD Gross Income corporate trust and agency$201,00055
Investment management and investment advisory agency accounts income$8,860,00064
Foundation and endowment and agency accounts income$812,00074
YTD Gross income other trust and agency accounts$3,261,00011
YTD Gross income custody and safekeeping agency accounts$2,170,00054
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$33,983,00060
YTD fiduciary expense (Dec. only)$23,615,00061
YTD fiduciary net loss (Dec. only)$6,000145
YTD fiduciary intracompany income (Dec. only)$706,00054
YTD net fiduciary income (Dec. only)$11,068,00062
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$11,878,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$378,000132
YTD Gross Income employee benefit defined benefit$466,00052
YTD Gross Income from other retirement accounts$1,448,00078
YTD Gross Income corporate trust and agency$160,00052
Investment management and investment advisory agency accounts income$6,710,00063
Foundation and endowment and agency accounts income$631,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,603,00055
YTD Gross income other trust accounts$7,000182
Gross Fiduciary activities income$25,752,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,012,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000134
YTD Gross Income employee benefit defined benefit$316,00056
YTD Gross Income from other retirement accounts$932,00077
YTD Gross Income corporate trust and agency$107,00051
Investment management and investment advisory agency accounts income$4,475,00063
Foundation and endowment and agency accounts income$440,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,020,00056
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$17,138,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,967,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000132
YTD Gross Income employee benefit defined benefit$164,00054
YTD Gross Income from other retirement accounts$444,00081
YTD Gross Income corporate trust and agency$49,00053
Investment management and investment advisory agency accounts income$2,190,00064
Foundation and endowment and agency accounts income$202,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$524,00057
YTD Gross income other trust accounts$12,000132
Gross Fiduciary activities income$8,537,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$15,115,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$550,000130
YTD Gross Income employee benefit defined benefit$645,00053
YTD Gross Income from other retirement accounts$1,745,00079
YTD Gross Income corporate trust and agency$192,00059
Investment management and investment advisory agency accounts income$8,691,00063
Foundation and endowment and agency accounts income$843,00070
YTD Gross income other trust and agency accounts$3,267,00011
YTD Gross income custody and safekeeping agency accounts$2,385,00050
YTD Gross income other trust accounts$107,000130
Gross Fiduciary activities income$33,540,00060
YTD fiduciary expense (Dec. only)$24,077,00062
YTD fiduciary net loss (Dec. only)$54,00068
YTD fiduciary intracompany income (Dec. only)$735,00050
YTD net fiduciary income (Dec. only)$10,144,00060
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$11,297,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$402,000125
YTD Gross Income employee benefit defined benefit$484,00054
YTD Gross Income from other retirement accounts$1,303,00078
YTD Gross Income corporate trust and agency$132,00058
Investment management and investment advisory agency accounts income$6,525,00062
Foundation and endowment and agency accounts income$644,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,721,00050
YTD Gross income other trust accounts$301,00071
Gross Fiduciary activities income$25,228,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,506,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$265,000128
YTD Gross Income employee benefit defined benefit$323,00053
YTD Gross Income from other retirement accounts$867,00078
YTD Gross Income corporate trust and agency$97,00058
Investment management and investment advisory agency accounts income$4,341,00060
Foundation and endowment and agency accounts income$436,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,001,00057
YTD Gross income other trust accounts$257,00067
Gross Fiduciary activities income$16,720,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,765,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000127
YTD Gross Income employee benefit defined benefit$160,00052
YTD Gross Income from other retirement accounts$443,00076
YTD Gross Income corporate trust and agency$41,00056
Investment management and investment advisory agency accounts income$2,188,00057
Foundation and endowment and agency accounts income$200,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$434,00060
YTD Gross income other trust accounts$132,00060
Gross Fiduciary activities income$8,292,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$13,651,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$597,000121
YTD Gross Income employee benefit defined benefit$602,00054
YTD Gross Income from other retirement accounts$1,590,00079
YTD Gross Income corporate trust and agency$144,00063
Investment management and investment advisory agency accounts income$7,974,00062
Foundation and endowment and agency accounts income$752,00072
YTD Gross income other trust and agency accounts$3,080,00011
YTD Gross income custody and safekeeping agency accounts$1,681,00060
YTD Gross income other trust accounts$58,000160
Gross Fiduciary activities income$30,129,00061
YTD fiduciary expense (Dec. only)$26,506,00057
YTD fiduciary net loss (Dec. only)$41,00086
YTD fiduciary intracompany income (Dec. only)$771,00046
YTD net fiduciary income (Dec. only)$4,353,00097
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,315,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$464,000117
YTD Gross Income employee benefit defined benefit$438,00056
YTD Gross Income from other retirement accounts$1,176,00078
YTD Gross Income corporate trust and agency$111,00058
Investment management and investment advisory agency accounts income$5,943,00061
Foundation and endowment and agency accounts income$558,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,258,00061
YTD Gross income other trust accounts$56,000137
Gross Fiduciary activities income$22,579,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,011,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$333,000114
YTD Gross Income employee benefit defined benefit$255,00061
YTD Gross Income from other retirement accounts$770,00077
YTD Gross Income corporate trust and agency$88,00058
Investment management and investment advisory agency accounts income$3,925,00062
Foundation and endowment and agency accounts income$377,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$831,00060
YTD Gross income other trust accounts$18,000159
Gross Fiduciary activities income$15,084,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,665,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000105
YTD Gross Income employee benefit defined benefit$145,00057
YTD Gross Income from other retirement accounts$377,00078
YTD Gross Income corporate trust and agency$36,00057
Investment management and investment advisory agency accounts income$1,977,00062
Foundation and endowment and agency accounts income$171,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$415,00059
YTD Gross income other trust accounts$9,000145
Gross Fiduciary activities income$7,764,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,429,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$482,000138
YTD Gross Income employee benefit defined benefit$609,00056
YTD Gross Income from other retirement accounts$1,601,00075
YTD Gross Income corporate trust and agency$154,00063
Investment management and investment advisory agency accounts income$7,847,00058
Foundation and endowment and agency accounts income$740,00070
YTD Gross income other trust and agency accounts$2,493,00010
YTD Gross income custody and safekeeping agency accounts$2,178,00051
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$29,533,00062
YTD fiduciary expense (Dec. only)$24,801,00059
YTD fiduciary net loss (Dec. only)$60,00063
YTD fiduciary intracompany income (Dec. only)$789,00044
YTD net fiduciary income (Dec. only)$5,461,00079
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,191,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$424,000127
YTD Gross Income employee benefit defined benefit$466,00057
YTD Gross Income from other retirement accounts$1,208,00074
YTD Gross Income corporate trust and agency$144,00056
Investment management and investment advisory agency accounts income$5,938,00056
Foundation and endowment and agency accounts income$564,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,667,00051
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$22,520,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,948,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$286,000129
YTD Gross Income employee benefit defined benefit$313,00057
YTD Gross Income from other retirement accounts$821,00076
YTD Gross Income corporate trust and agency$105,00055
Investment management and investment advisory agency accounts income$4,004,00057
Foundation and endowment and agency accounts income$384,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$971,00057
YTD Gross income other trust accounts$198,00074
Gross Fiduciary activities income$15,365,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,623,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000124
YTD Gross Income employee benefit defined benefit$154,00059
YTD Gross Income from other retirement accounts$413,00076
YTD Gross Income corporate trust and agency$41,00054
Investment management and investment advisory agency accounts income$2,040,00055
Foundation and endowment and agency accounts income$173,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$497,00057
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$7,745,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,050,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,851,00061
YTD Gross Income employee benefit defined benefit$625,00060
YTD Gross Income from other retirement accounts$1,505,00075
YTD Gross Income corporate trust and agency$120,00067
Investment management and investment advisory agency accounts income$7,168,00058
Foundation and endowment and agency accounts income$689,00069
YTD Gross income other trust and agency accounts$2,570,00010
YTD Gross income custody and safekeeping agency accounts$2,006,00056
YTD Gross income other trust accounts$47,000167
Gross Fiduciary activities income$28,631,00063
YTD fiduciary expense (Dec. only)$24,565,00062
YTD fiduciary net loss (Dec. only)$29,00083
YTD fiduciary intracompany income (Dec. only)$737,00049
YTD net fiduciary income (Dec. only)$4,774,00088
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,977,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,395,00060
YTD Gross Income employee benefit defined benefit$472,00059
YTD Gross Income from other retirement accounts$1,138,00073
YTD Gross Income corporate trust and agency$69,00063
Investment management and investment advisory agency accounts income$5,307,00058
Foundation and endowment and agency accounts income$520,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,374,00058
YTD Gross income other trust accounts$251,00082
Gross Fiduciary activities income$21,430,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,088,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$965,00059
YTD Gross Income employee benefit defined benefit$313,00060
YTD Gross Income from other retirement accounts$758,00074
YTD Gross Income corporate trust and agency$50,00058
Investment management and investment advisory agency accounts income$3,536,00058
Foundation and endowment and agency accounts income$362,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$867,00061
YTD Gross income other trust accounts$135,00084
Gross Fiduciary activities income$14,352,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,094,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$479,00059
YTD Gross Income employee benefit defined benefit$159,00061
YTD Gross Income from other retirement accounts$392,00070
YTD Gross Income corporate trust and agency$29,00055
Investment management and investment advisory agency accounts income$1,800,00057
Foundation and endowment and agency accounts income$165,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$452,00059
YTD Gross income other trust accounts$62,00082
Gross Fiduciary activities income$7,282,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$11,454,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,907,00059
YTD Gross Income employee benefit defined benefit$622,00058
YTD Gross Income from other retirement accounts$1,397,00072
YTD Gross Income corporate trust and agency$102,00071
Investment management and investment advisory agency accounts income$6,531,00059
Foundation and endowment and agency accounts income$753,00061
YTD Gross income other trust and agency accounts$2,600,00010
YTD Gross income custody and safekeeping agency accounts$2,322,00051
YTD Gross income other trust accounts$131,000112
Gross Fiduciary activities income$27,819,00064
YTD fiduciary expense (Dec. only)$29,383,00054
YTD fiduciary net loss (Dec. only)$100,00054
YTD fiduciary intracompany income (Dec. only)$731,00048
YTD net fiduciary income (Dec. only)$-933,0006,808
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,618,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,438,00058
YTD Gross Income employee benefit defined benefit$468,00061
YTD Gross Income from other retirement accounts$1,035,00069
YTD Gross Income corporate trust and agency$82,00061
Investment management and investment advisory agency accounts income$4,853,00057
Foundation and endowment and agency accounts income$569,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,733,00050
YTD Gross income other trust accounts$657,00048
Gross Fiduciary activities income$21,486,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,746,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$979,00056
YTD Gross Income employee benefit defined benefit$314,00060
YTD Gross Income from other retirement accounts$680,00068
YTD Gross Income corporate trust and agency$65,00058
Investment management and investment advisory agency accounts income$3,199,00058
Foundation and endowment and agency accounts income$422,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$828,00056
YTD Gross income other trust accounts$650,00040
Gross Fiduciary activities income$14,343,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,953,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$478,00055
YTD Gross Income employee benefit defined benefit$152,00058
YTD Gross Income from other retirement accounts$339,00071
YTD Gross Income corporate trust and agency$28,00057
Investment management and investment advisory agency accounts income$1,606,00057
Foundation and endowment and agency accounts income$228,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$306,00060
YTD Gross income other trust accounts$150,00057
Gross Fiduciary activities income$6,987,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,737,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,044,00053
YTD Gross Income employee benefit defined benefit$614,00060
YTD Gross Income from other retirement accounts$1,266,00070
YTD Gross Income corporate trust and agency$197,00061
Investment management and investment advisory agency accounts income$5,690,00059
Foundation and endowment and agency accounts income$855,00054
YTD Gross income other trust and agency accounts$2,734,00012
YTD Gross income custody and safekeeping agency accounts$1,130,00062
YTD Gross income other trust accounts$154,000105
Gross Fiduciary activities income$25,421,00061
YTD fiduciary expense (Dec. only)$27,033,00052
YTD fiduciary net loss (Dec. only)$5,000143
YTD fiduciary intracompany income (Dec. only)$765,00048
YTD net fiduciary income (Dec. only)$-852,0007,068
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,115,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,466,00050
YTD Gross Income employee benefit defined benefit$454,00061
YTD Gross Income from other retirement accounts$947,00069
YTD Gross Income corporate trust and agency$147,00056
Investment management and investment advisory agency accounts income$4,247,00058
Foundation and endowment and agency accounts income$561,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$818,00063
YTD Gross income other trust accounts$150,00089
Gross Fiduciary activities income$19,142,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,633,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$951,00052
YTD Gross Income employee benefit defined benefit$306,00059
YTD Gross Income from other retirement accounts$633,00069
YTD Gross Income corporate trust and agency$101,00054
Investment management and investment advisory agency accounts income$2,860,00055
Foundation and endowment and agency accounts income$358,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$514,00063
YTD Gross income other trust accounts$166,00077
Gross Fiduciary activities income$13,089,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,004,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$458,00052
YTD Gross Income employee benefit defined benefit$156,00059
YTD Gross Income from other retirement accounts$321,00069
YTD Gross Income corporate trust and agency$46,00058
Investment management and investment advisory agency accounts income$1,484,00052
Foundation and endowment and agency accounts income$177,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$234,00063
YTD Gross income other trust accounts$147,00049
Gross Fiduciary activities income$6,811,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,281,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,369,00047
YTD Gross Income employee benefit defined benefit$569,00059
YTD Gross Income from other retirement accounts$1,272,00065
YTD Gross Income corporate trust and agency$181,00059
Investment management and investment advisory agency accounts income$5,743,00051
Foundation and endowment and agency accounts income$736,00053
YTD Gross income other trust and agency accounts$2,450,00015
YTD Gross income custody and safekeeping agency accounts$984,00064
YTD Gross income other trust accounts$126,000125
Gross Fiduciary activities income$25,711,00052
YTD fiduciary expense (Dec. only)$26,425,00049
YTD fiduciary net loss (Dec. only)$12,000122
YTD fiduciary intracompany income (Dec. only)$820,00047
YTD net fiduciary income (Dec. only)$94,000449
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,620,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,741,00046
YTD Gross Income employee benefit defined benefit$436,00061
YTD Gross Income from other retirement accounts$965,00067
YTD Gross Income corporate trust and agency$140,00055
Investment management and investment advisory agency accounts income$4,402,00051
Foundation and endowment and agency accounts income$532,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$749,00066
YTD Gross income other trust accounts$60,000129
Gross Fiduciary activities income$19,424,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,874,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,173,00046
YTD Gross Income employee benefit defined benefit$299,00059
YTD Gross Income from other retirement accounts$648,00066
YTD Gross Income corporate trust and agency$88,00060
Investment management and investment advisory agency accounts income$2,968,00052
Foundation and endowment and agency accounts income$323,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$543,00063
YTD Gross income other trust accounts$29,000142
Gross Fiduciary activities income$13,077,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,049,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$561,00047
YTD Gross Income employee benefit defined benefit$149,00061
YTD Gross Income from other retirement accounts$231,00083
YTD Gross Income corporate trust and agency$33,00062
Investment management and investment advisory agency accounts income$1,473,00052
Foundation and endowment and agency accounts income$161,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$275,00063
YTD Gross income other trust accounts$11,000142
Gross Fiduciary activities income$6,450,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,198,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,034,00053
YTD Gross Income employee benefit defined benefit$600,00059
YTD Gross Income from other retirement accounts$1,328,00059
YTD Gross Income corporate trust and agency$302,00058
Investment management and investment advisory agency accounts income$5,942,00047
Foundation and endowment and agency accounts income$655,00052
YTD Gross income other trust and agency accounts$2,097,00016
YTD Gross income custody and safekeeping agency accounts$1,122,00063
YTD Gross income other trust accounts$117,000130
Gross Fiduciary activities income$26,395,00048
YTD fiduciary expense (Dec. only)$25,103,00055
YTD fiduciary net loss (Dec. only)$27,00087
YTD fiduciary intracompany income (Dec. only)$2,201,00033
YTD net fiduciary income (Dec. only)$3,466,00083
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,459,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,575,00051
YTD Gross Income employee benefit defined benefit$449,00060
YTD Gross Income from other retirement accounts$1,020,00060
YTD Gross Income corporate trust and agency$243,00055
Investment management and investment advisory agency accounts income$4,537,00047
Foundation and endowment and agency accounts income$466,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$853,00064
YTD Gross income other trust accounts$63,000130
Gross Fiduciary activities income$20,276,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,579,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,028,00054
YTD Gross Income employee benefit defined benefit$304,00059
YTD Gross Income from other retirement accounts$767,00053
YTD Gross Income corporate trust and agency$152,00058
Investment management and investment advisory agency accounts income$3,115,00048
Foundation and endowment and agency accounts income$313,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$577,00064
YTD Gross income other trust accounts$23,000151
Gross Fiduciary activities income$13,948,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,352,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$549,00050
YTD Gross Income employee benefit defined benefit$147,00060
YTD Gross Income from other retirement accounts$325,00059
YTD Gross Income corporate trust and agency$88,00052
Investment management and investment advisory agency accounts income$1,591,00046
Foundation and endowment and agency accounts income$94,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$301,00063
YTD Gross income other trust accounts$1,000191
Gross Fiduciary activities income$6,966,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,218,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,828,00056
YTD Gross Income employee benefit defined benefit$531,00060
YTD Gross Income from other retirement accounts$1,213,00056
YTD Gross Income corporate trust and agency$362,00063
Investment management and investment advisory agency accounts income$6,164,00049
Foundation and endowment and agency accounts income$402,00063
YTD Gross income other trust and agency accounts$2,120,00016
YTD Gross income custody and safekeeping agency accounts$1,586,00059
YTD Gross income other trust accounts$61,000193
Gross Fiduciary activities income$28,485,00050
YTD fiduciary expense (Dec. only)$27,022,00050
YTD fiduciary net loss (Dec. only)$138,00049
YTD fiduciary intracompany income (Dec. only)$1,911,00031
YTD net fiduciary income (Dec. only)$3,236,00081
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$11,347,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,311,00056
YTD Gross Income employee benefit defined benefit$436,00054
YTD Gross Income from other retirement accounts$873,00061
YTD Gross Income corporate trust and agency$418,00053
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,323,00064
YTD Gross income other trust accounts$43,000161
Gross Fiduciary activities income$22,316,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,989,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$871,00058
YTD Gross Income employee benefit defined benefit$243,00060
YTD Gross Income from other retirement accounts$499,00063
YTD Gross Income corporate trust and agency$338,00048
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,013,00062
YTD Gross income other trust accounts$36,000154
Gross Fiduciary activities income$15,788,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$5,433,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$428,00058
YTD Gross Income employee benefit defined benefit$120,00058
YTD Gross Income from other retirement accounts$245,00063
YTD Gross Income corporate trust and agency$177,00047
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$555,00058
YTD Gross income other trust accounts$25,000140
Gross Fiduciary activities income$7,886,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$2,249,00021
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$38,036,00046
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
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$29,269,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$19,829,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,334,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$731,00033
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,762,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,375,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$14,548,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,371,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,911,00025
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$25,973,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$18,978,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$12,595,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$6,050,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,679,00023
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$28,689,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$21,093,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$13,707,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$7,061,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,555,00030
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$22,666,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,898,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$11,419,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,735,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,251,00034
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$21,994,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$16,273,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,798,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$5,346,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$389,00062
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$20,149,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$257,00071
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$20,614,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$20,090,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$18,586,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,769,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,140,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$9,969,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,028,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$10,121,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,925,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,286,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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