Home > MUFG Union Bank > Gross Fiduciary and Related Services Income

MUFG Union Bank, Gross Fiduciary and Related Services Income

2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,404,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$1,173,00050
YTD Gross Income corporate trust and agency$2,215,00022
Investment management and investment advisory agency accounts income$8,713,00028
Foundation and endowment and agency accounts income$1,868,00026
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$1,957,00040
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$22,332,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,028,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$408,000285
YTD Gross Income corporate trust and agency$840,00043
Investment management and investment advisory agency accounts income$3,025,000146
Foundation and endowment and agency accounts income$612,000113
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$703,00094
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$7,617,000220
YTD fiduciary expense (Dec. only)$3,574,000264
YTD fiduciary net loss (Dec. only)$39,00095
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$4,004,000154
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,852,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000279
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$3,747,00052
YTD Gross Income corporate trust and agency$6,779,00022
Investment management and investment advisory agency accounts income$26,563,00027
Foundation and endowment and agency accounts income$5,682,00024
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$5,973,00038
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$67,601,00047
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,045,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000286
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,567,00046
YTD Gross Income corporate trust and agency$4,353,00019
Investment management and investment advisory agency accounts income$17,919,00022
Foundation and endowment and agency accounts income$3,890,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,835,00037
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$45,616,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,751,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000237
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$1,323,00046
YTD Gross Income corporate trust and agency$2,193,00018
Investment management and investment advisory agency accounts income$9,090,00022
Foundation and endowment and agency accounts income$1,994,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,327,00042
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$22,684,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$25,592,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000233
YTD Gross Income employee benefit defined benefit$5,000185
YTD Gross Income from other retirement accounts$5,257,00044
YTD Gross Income corporate trust and agency$10,227,00018
Investment management and investment advisory agency accounts income$34,743,00024
Foundation and endowment and agency accounts income$8,015,00020
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$7,286,00035
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$91,185,00037
YTD fiduciary expense (Dec. only)$66,307,00038
YTD fiduciary net loss (Dec. only)$349,00030
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$24,529,00040
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,211,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000207
YTD Gross Income employee benefit defined benefit$5,000162
YTD Gross Income from other retirement accounts$3,915,00044
YTD Gross Income corporate trust and agency$8,099,00015
Investment management and investment advisory agency accounts income$25,622,00024
Foundation and endowment and agency accounts income$5,995,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,405,00032
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$69,302,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$12,780,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000224
YTD Gross Income employee benefit defined benefit$5,000171
YTD Gross Income from other retirement accounts$2,557,00044
YTD Gross Income corporate trust and agency$5,792,00016
Investment management and investment advisory agency accounts income$16,460,00025
Foundation and endowment and agency accounts income$3,970,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,279,00030
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$46,882,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$5,986,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000190
YTD Gross Income employee benefit defined benefit$4,000149
YTD Gross Income from other retirement accounts$1,249,00044
YTD Gross Income corporate trust and agency$3,627,00015
Investment management and investment advisory agency accounts income$7,977,00025
Foundation and endowment and agency accounts income$1,969,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,601,00023
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$25,441,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$23,886,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000228
YTD Gross Income employee benefit defined benefit$25,000157
YTD Gross Income from other retirement accounts$4,455,00045
YTD Gross Income corporate trust and agency$16,645,00013
Investment management and investment advisory agency accounts income$29,322,00024
Foundation and endowment and agency accounts income$7,372,00018
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$25,331,00019
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$107,117,00032
YTD fiduciary expense (Dec. only)$63,972,00037
YTD fiduciary net loss (Dec. only)$-5,198,0005,001
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$48,343,00027
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$17,885,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000209
YTD Gross Income employee benefit defined benefit$19,000148
YTD Gross Income from other retirement accounts$3,274,00044
YTD Gross Income corporate trust and agency$12,758,00013
Investment management and investment advisory agency accounts income$21,800,00024
Foundation and endowment and agency accounts income$5,379,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,221,00019
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$80,392,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$11,865,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000229
YTD Gross Income employee benefit defined benefit$12,000159
YTD Gross Income from other retirement accounts$2,117,00044
YTD Gross Income corporate trust and agency$8,400,00013
Investment management and investment advisory agency accounts income$14,306,00024
Foundation and endowment and agency accounts income$3,524,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,502,00019
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$52,764,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,909,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000206
YTD Gross Income employee benefit defined benefit$6,000147
YTD Gross Income from other retirement accounts$1,087,00045
YTD Gross Income corporate trust and agency$4,156,00013
Investment management and investment advisory agency accounts income$7,264,00024
Foundation and endowment and agency accounts income$1,795,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,630,00021
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$25,867,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$53,669,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000221
YTD Gross Income employee benefit defined benefit$18,000175
YTD Gross Income from other retirement accounts$4,059,00046
YTD Gross Income corporate trust and agency$17,598,00014
Investment management and investment advisory agency accounts income$0365
Foundation and endowment and agency accounts income$6,807,00019
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$23,835,00021
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$106,065,00031
YTD fiduciary expense (Dec. only)$80,367,00032
YTD fiduciary net loss (Dec. only)$7,710,0009
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$17,988,00040
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$39,876,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000211
YTD Gross Income employee benefit defined benefit$13,000164
YTD Gross Income from other retirement accounts$2,970,00048
YTD Gross Income corporate trust and agency$13,346,00013
Investment management and investment advisory agency accounts income$0320
Foundation and endowment and agency accounts income$5,033,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,011,00020
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$79,307,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$26,511,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000224
YTD Gross Income employee benefit defined benefit$8,000173
YTD Gross Income from other retirement accounts$1,937,00047
YTD Gross Income corporate trust and agency$8,912,00013
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$3,288,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,895,00021
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$52,589,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,940,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000229
YTD Gross Income employee benefit defined benefit$4,000166
YTD Gross Income from other retirement accounts$961,00049
YTD Gross Income corporate trust and agency$4,547,00013
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$1,623,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,184,00020
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$26,277,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$46,067,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000261
YTD Gross Income employee benefit defined benefit$11,000195
YTD Gross Income from other retirement accounts$3,478,00052
YTD Gross Income corporate trust and agency$19,485,00011
Investment management and investment advisory agency accounts income$0443
Foundation and endowment and agency accounts income$5,557,00025
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$24,110,00020
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$98,761,00036
YTD fiduciary expense (Dec. only)$78,469,00033
YTD fiduciary net loss (Dec. only)$-178,0005,405
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$20,470,00039
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$33,222,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000254
YTD Gross Income employee benefit defined benefit$7,000186
YTD Gross Income from other retirement accounts$2,529,00054
YTD Gross Income corporate trust and agency$14,982,00010
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$3,982,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,336,00020
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$73,089,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,047,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000295
YTD Gross Income employee benefit defined benefit$4,000189
YTD Gross Income from other retirement accounts$1,536,00057
YTD Gross Income corporate trust and agency$10,243,0009
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$2,347,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,252,00019
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$46,437,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,147,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000297
YTD Gross Income employee benefit defined benefit$2,000187
YTD Gross Income from other retirement accounts$745,00060
YTD Gross Income corporate trust and agency$5,204,0009
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$1,114,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,806,00019
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$22,021,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$35,474,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000351
YTD Gross Income employee benefit defined benefit$7,000217
YTD Gross Income from other retirement accounts$2,590,00062
YTD Gross Income corporate trust and agency$21,582,0009
Investment management and investment advisory agency accounts income$0500
Foundation and endowment and agency accounts income$4,254,00025
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$22,869,00020
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$86,788,00036
YTD fiduciary expense (Dec. only)$62,977,00037
YTD fiduciary net loss (Dec. only)$714,00024
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$23,097,00038
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$26,438,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000296
YTD Gross Income employee benefit defined benefit$6,000186
YTD Gross Income from other retirement accounts$1,883,00062
YTD Gross Income corporate trust and agency$16,395,0009
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$3,152,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,880,00019
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$64,763,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,748,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000294
YTD Gross Income employee benefit defined benefit$4,000185
YTD Gross Income from other retirement accounts$1,293,00060
YTD Gross Income corporate trust and agency$10,134,0009
Investment management and investment advisory agency accounts income$0367
Foundation and endowment and agency accounts income$2,095,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,763,00019
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$42,043,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,581,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000293
YTD Gross Income employee benefit defined benefit$2,000180
YTD Gross Income from other retirement accounts$630,00060
YTD Gross Income corporate trust and agency$4,797,0009
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$1,052,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,489,00019
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$20,554,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$33,319,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000352
YTD Gross Income employee benefit defined benefit$13,000203
YTD Gross Income from other retirement accounts$2,156,00065
YTD Gross Income corporate trust and agency$23,058,0009
Investment management and investment advisory agency accounts income$0497
Foundation and endowment and agency accounts income$3,947,00027
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$23,580,00018
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$86,087,00036
YTD fiduciary expense (Dec. only)$62,060,00033
YTD fiduciary net loss (Dec. only)$-179,0005,908
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$24,206,00033
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$24,493,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000290
YTD Gross Income employee benefit defined benefit$11,000178
YTD Gross Income from other retirement accounts$1,543,00066
YTD Gross Income corporate trust and agency$18,681,0009
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$2,928,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,054,00018
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$65,721,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$16,234,00021
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000296
YTD Gross Income employee benefit defined benefit$7,000179
YTD Gross Income from other retirement accounts$981,00068
YTD Gross Income corporate trust and agency$13,411,0008
Investment management and investment advisory agency accounts income$0372
Foundation and endowment and agency accounts income$1,906,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,453,00018
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$45,000,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$7,834,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000287
YTD Gross Income employee benefit defined benefit$4,000175
YTD Gross Income from other retirement accounts$490,00069
YTD Gross Income corporate trust and agency$7,746,0007
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$931,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,164,00018
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$23,174,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$32,306,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000318
YTD Gross Income employee benefit defined benefit$18,000200
YTD Gross Income from other retirement accounts$1,524,00079
YTD Gross Income corporate trust and agency$18,525,0009
Investment management and investment advisory agency accounts income$0512
Foundation and endowment and agency accounts income$3,286,00027
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$20,627,00020
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$76,323,00036
YTD fiduciary expense (Dec. only)$60,518,00031
YTD fiduciary net loss (Dec. only)$-1,666,000579
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$17,471,00036
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$24,329,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000258
YTD Gross Income employee benefit defined benefit$13,000181
YTD Gross Income from other retirement accounts$1,062,00084
YTD Gross Income corporate trust and agency$12,981,0009
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$2,353,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,339,00020
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$56,109,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$16,692,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000259
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$676,00085
YTD Gross Income corporate trust and agency$8,765,0009
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$1,456,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,089,00020
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$37,711,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$8,278,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000256
YTD Gross Income employee benefit defined benefit$5,000172
YTD Gross Income from other retirement accounts$327,00086
YTD Gross Income corporate trust and agency$5,214,0009
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$701,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,063,00020
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$19,600,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$34,999,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000287
YTD Gross Income employee benefit defined benefit$22,000194
YTD Gross Income from other retirement accounts$1,403,00082
YTD Gross Income corporate trust and agency$14,145,00010
Investment management and investment advisory agency accounts income$0510
Foundation and endowment and agency accounts income$1,915,00039
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$18,353,00022
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$70,899,00037
YTD fiduciary expense (Dec. only)$61,225,00034
YTD fiduciary net loss (Dec. only)$-1,579,0006,508
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$11,253,00053
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$26,710,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000247
YTD Gross Income employee benefit defined benefit$16,000178
YTD Gross Income from other retirement accounts$1,078,00078
YTD Gross Income corporate trust and agency$10,618,00010
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$1,213,00045
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,512,00022
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$53,197,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$18,051,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000242
YTD Gross Income employee benefit defined benefit$11,000173
YTD Gross Income from other retirement accounts$704,00080
YTD Gross Income corporate trust and agency$6,927,00010
Investment management and investment advisory agency accounts income$0370
Foundation and endowment and agency accounts income$797,00047
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,827,00022
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$35,355,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$8,806,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000225
YTD Gross Income employee benefit defined benefit$5,000177
YTD Gross Income from other retirement accounts$365,00080
YTD Gross Income corporate trust and agency$3,764,0009
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$426,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,300,00023
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$17,692,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$29,791,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000361
YTD Gross Income employee benefit defined benefit$16,000213
YTD Gross Income from other retirement accounts$1,171,00083
YTD Gross Income corporate trust and agency$12,864,00010
Investment management and investment advisory agency accounts income$0501
Foundation and endowment and agency accounts income$1,797,00038
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$26,066,00019
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$71,724,00036
YTD fiduciary expense (Dec. only)$60,877,00034
YTD fiduciary net loss (Dec. only)$5,856,0009
YTD fiduciary intracompany income (Dec. only)$775,00045
YTD net fiduciary income (Dec. only)$5,766,00072
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$22,209,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000294
YTD Gross Income employee benefit defined benefit$13,000183
YTD Gross Income from other retirement accounts$893,00081
YTD Gross Income corporate trust and agency$9,394,00010
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$1,293,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,517,00019
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$53,330,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$15,171,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000303
YTD Gross Income employee benefit defined benefit$8,000181
YTD Gross Income from other retirement accounts$616,00077
YTD Gross Income corporate trust and agency$6,213,00010
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$820,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,945,00019
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$35,776,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$8,617,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000256
YTD Gross Income employee benefit defined benefit$6,000168
YTD Gross Income from other retirement accounts$362,00070
YTD Gross Income corporate trust and agency$3,009,00010
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$506,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,648,00019
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$18,161,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$21,714,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$241,000189
YTD Gross Income employee benefit defined benefit$1,284,00044
YTD Gross Income from other retirement accounts$1,211,00073
YTD Gross Income corporate trust and agency$10,630,00010
Investment management and investment advisory agency accounts income$80,000447
Foundation and endowment and agency accounts income$1,253,00041
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$28,300,00019
YTD Gross income other trust accounts$425,00068
Gross Fiduciary activities income$65,138,00036
YTD fiduciary expense (Dec. only)$73,341,00031
YTD fiduciary net loss (Dec. only)$8,967,0008
YTD fiduciary intracompany income (Dec. only)$1,322,00035
YTD net fiduciary income (Dec. only)$-15,848,0007,083
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$14,829,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000172
YTD Gross Income employee benefit defined benefit$1,288,00037
YTD Gross Income from other retirement accounts$906,00072
YTD Gross Income corporate trust and agency$6,051,00014
Investment management and investment advisory agency accounts income$7,000334
Foundation and endowment and agency accounts income$840,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,967,00017
YTD Gross income other trust accounts$422,00061
Gross Fiduciary activities income$47,510,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$10,400,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000196
YTD Gross Income employee benefit defined benefit$1,247,00031
YTD Gross Income from other retirement accounts$732,00066
YTD Gross Income corporate trust and agency$4,269,00012
Investment management and investment advisory agency accounts income$5,000336
Foundation and endowment and agency accounts income$601,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,729,00017
YTD Gross income other trust accounts$348,00054
Gross Fiduciary activities income$32,423,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$5,046,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000132
YTD Gross Income employee benefit defined benefit$1,242,00024
YTD Gross Income from other retirement accounts$385,00063
YTD Gross Income corporate trust and agency$2,362,00012
Investment management and investment advisory agency accounts income$2,000331
Foundation and endowment and agency accounts income$304,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,338,00018
YTD Gross income other trust accounts$150,00047
Gross Fiduciary activities income$16,954,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$19,971,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,917,00039
YTD Gross Income employee benefit defined benefit$8,539,00016
YTD Gross Income from other retirement accounts$2,174,00040
YTD Gross Income corporate trust and agency$9,011,00011
Investment management and investment advisory agency accounts income$0485
Foundation and endowment and agency accounts income$1,278,00036
YTD Gross income other trust and agency accounts$3,219,00013
YTD Gross income custody and safekeeping agency accounts$31,113,00014
YTD Gross income other trust accounts$1,313,00041
Gross Fiduciary activities income$79,535,00029
YTD fiduciary expense (Dec. only)$85,188,00029
YTD fiduciary net loss (Dec. only)$2,096,0009
YTD fiduciary intracompany income (Dec. only)$4,215,00024
YTD net fiduciary income (Dec. only)$-3,534,0007,354
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$12,449,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$958,00074
YTD Gross Income employee benefit defined benefit$3,987,00022
YTD Gross Income from other retirement accounts$529,000111
YTD Gross Income corporate trust and agency$7,364,00010
Investment management and investment advisory agency accounts income$483,000224
Foundation and endowment and agency accounts income$1,154,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,891,00014
YTD Gross income other trust accounts$1,799,00031
Gross Fiduciary activities income$60,841,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$8,424,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$639,00076
YTD Gross Income employee benefit defined benefit$2,693,00022
YTD Gross Income from other retirement accounts$356,000107
YTD Gross Income corporate trust and agency$4,931,00011
Investment management and investment advisory agency accounts income$281,000240
Foundation and endowment and agency accounts income$784,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,168,00013
YTD Gross income other trust accounts$1,209,00031
Gross Fiduciary activities income$40,840,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$4,037,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$326,00076
YTD Gross Income employee benefit defined benefit$1,338,00022
YTD Gross Income from other retirement accounts$173,000111
YTD Gross Income corporate trust and agency$2,255,00013
Investment management and investment advisory agency accounts income$214,000199
Foundation and endowment and agency accounts income$441,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,371,00014
YTD Gross income other trust accounts$586,00031
Gross Fiduciary activities income$20,062,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$15,750,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,223,00072
YTD Gross Income employee benefit defined benefit$5,377,00022
YTD Gross Income from other retirement accounts$652,000113
YTD Gross Income corporate trust and agency$9,202,00014
Investment management and investment advisory agency accounts income$689,000214
Foundation and endowment and agency accounts income$1,680,00032
YTD Gross income other trust and agency accounts$3,430,00013
YTD Gross income custody and safekeeping agency accounts$37,762,00013
YTD Gross income other trust accounts$2,953,00030
Gross Fiduciary activities income$78,718,00029
YTD fiduciary expense (Dec. only)$105,110,00028
YTD fiduciary net loss (Dec. only)$20,472,0005
YTD fiduciary intracompany income (Dec. only)$4,400,00022
YTD net fiduciary income (Dec. only)$-42,464,0007,658
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$11,997,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$855,00075
YTD Gross Income employee benefit defined benefit$4,136,00021
YTD Gross Income from other retirement accounts$478,000112
YTD Gross Income corporate trust and agency$6,811,00015
Investment management and investment advisory agency accounts income$477,000213
Foundation and endowment and agency accounts income$1,231,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,440,00013
YTD Gross income other trust accounts$1,890,00031
Gross Fiduciary activities income$58,627,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$8,597,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$859,00062
YTD Gross Income employee benefit defined benefit$6,321,00013
YTD Gross Income from other retirement accounts$441,00078
YTD Gross Income corporate trust and agency$5,038,00016
Investment management and investment advisory agency accounts income$2,930,00049
Foundation and endowment and agency accounts income$5,000226
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,944,00015
YTD Gross income other trust accounts$1,136,00034
Gross Fiduciary activities income$38,904,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$4,140,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$426,00063
YTD Gross Income employee benefit defined benefit$2,968,00014
YTD Gross Income from other retirement accounts$211,00080
YTD Gross Income corporate trust and agency$2,321,00015
Investment management and investment advisory agency accounts income$1,408,00048
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,224,00015
YTD Gross income other trust accounts$618,00032
Gross Fiduciary activities income$18,544,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$16,287,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,055,00054
YTD Gross Income employee benefit defined benefit$12,312,00014
YTD Gross Income from other retirement accounts$790,00085
YTD Gross Income corporate trust and agency$12,553,00014
Investment management and investment advisory agency accounts income$5,589,00051
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$863,00021
YTD Gross income custody and safekeeping agency accounts$24,538,00018
YTD Gross income other trust accounts$2,706,00030
Gross Fiduciary activities income$77,693,00030
YTD fiduciary expense (Dec. only)$100,850,00028
YTD fiduciary net loss (Dec. only)$-45,0008,010
YTD fiduciary intracompany income (Dec. only)$5,558,00024
YTD net fiduciary income (Dec. only)$-17,554,0008,010
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$12,038,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,597,00053
YTD Gross Income employee benefit defined benefit$9,710,00014
YTD Gross Income from other retirement accounts$581,00086
YTD Gross Income corporate trust and agency$10,163,00013
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$18,821,00017
YTD Gross income other trust accounts$2,144,00030
Gross Fiduciary activities income$59,949,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$7,873,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,101,00052
YTD Gross Income employee benefit defined benefit$6,411,00013
YTD Gross Income from other retirement accounts$387,00084
YTD Gross Income corporate trust and agency$7,114,00013
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$12,535,00016
YTD Gross income other trust accounts$1,172,00034
Gross Fiduciary activities income$39,767,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$3,949,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$535,00052
YTD Gross Income employee benefit defined benefit$3,091,00014
YTD Gross Income from other retirement accounts$189,00083
YTD Gross Income corporate trust and agency$3,680,00013
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$6,076,00017
YTD Gross income other trust accounts$485,00037
Gross Fiduciary activities income$19,518,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$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$765,00029
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$97,162,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
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$75,001,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$51,659,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$25,525,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
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$620,00035
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$97,671,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$103,640,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$68,533,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
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$32,993,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$942,00032
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$133,830,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$100,222,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$67,976,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$35,431,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$939,00040
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$122,477,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$96,842,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$63,813,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$36,194,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$424,00044
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$129,546,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$94,019,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$60,706,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$29,938,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$670,00046
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$115,715,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$85,699,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$55,181,00032
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$27,347,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$119,840,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$701,00051
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$127,874,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$128,162,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$118,919,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$115,624,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$86,658,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$93,480,00029
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$50,261,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$49,586,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$52,106,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$49,478,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA