Home > The Northern Trust Company > Gross Fiduciary and Related Services Income

The Northern Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$405,444,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,247,0008
YTD Gross Income employee benefit defined benefit$172,025,0004
YTD Gross Income from other retirement accounts$113,834,0003
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,518,887,0005
Foundation and endowment and agency accounts income$82,909,0005
YTD Gross income other trust and agency accounts$110,162,0003
YTD Gross income custody and safekeeping agency accounts$1,736,304,0004
YTD Gross income other trust accounts$83,291,0005
Gross Fiduciary activities income$4,272,103,0004
YTD fiduciary expense (Dec. only)$3,824,455,0003
YTD fiduciary net loss (Dec. only)$48,625,0004
YTD fiduciary intracompany income (Dec. only)$1,266,590,0005
YTD net fiduciary income (Dec. only)$1,665,613,0003
Memoranda:
YTD foreign offices total gross fiduciary income$1,255,674,0004
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$309,970,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,709,0007
YTD Gross Income employee benefit defined benefit$131,360,0004
YTD Gross Income from other retirement accounts$84,477,0004
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,132,542,0007
Foundation and endowment and agency accounts income$62,278,0005
YTD Gross income other trust and agency accounts$83,047,0003
YTD Gross income custody and safekeeping agency accounts$1,303,446,0004
YTD Gross income other trust accounts$60,999,0005
Gross Fiduciary activities income$3,205,828,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$918,652,0005
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$206,249,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,627,0007
YTD Gross Income employee benefit defined benefit$87,799,0004
YTD Gross Income from other retirement accounts$54,079,0006
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$745,718,00014
Foundation and endowment and agency accounts income$42,004,0005
YTD Gross income other trust and agency accounts$55,390,0003
YTD Gross income custody and safekeeping agency accounts$859,682,0004
YTD Gross income other trust accounts$40,146,0005
Gross Fiduciary activities income$2,116,694,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$607,011,0005
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$97,646,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,322,0006
YTD Gross Income employee benefit defined benefit$29,423,0005
YTD Gross Income from other retirement accounts$26,477,0006
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$373,715,0002
Foundation and endowment and agency accounts income$19,650,0006
YTD Gross income other trust and agency accounts$27,181,0003
YTD Gross income custody and safekeeping agency accounts$435,953,0004
YTD Gross income other trust accounts$18,921,0006
Gross Fiduciary activities income$1,042,288,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$299,530,0005
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$423,239,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,281,0006
YTD Gross Income employee benefit defined benefit$192,990,0004
YTD Gross Income from other retirement accounts$119,752,0006
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,521,483,0002
Foundation and endowment and agency accounts income$81,859,0006
YTD Gross income other trust and agency accounts$115,010,0002
YTD Gross income custody and safekeeping agency accounts$1,755,439,0004
YTD Gross income other trust accounts$80,249,0006
Gross Fiduciary activities income$4,346,302,0004
YTD fiduciary expense (Dec. only)$3,679,298,0003
YTD fiduciary net loss (Dec. only)$31,108,0004
YTD fiduciary intracompany income (Dec. only)$1,176,149,0004
YTD net fiduciary income (Dec. only)$1,812,045,0001
Memoranda:
YTD foreign offices total gross fiduciary income$1,220,151,0005
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$325,683,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,282,0005
YTD Gross Income employee benefit defined benefit$150,310,0004
YTD Gross Income from other retirement accounts$90,465,0006
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,142,032,0002
Foundation and endowment and agency accounts income$61,972,0005
YTD Gross income other trust and agency accounts$87,565,0002
YTD Gross income custody and safekeeping agency accounts$1,364,780,0004
YTD Gross income other trust accounts$60,644,0006
Gross Fiduciary activities income$3,326,733,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$930,380,0004
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$228,464,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,668,0003
YTD Gross Income employee benefit defined benefit$105,008,0003
YTD Gross Income from other retirement accounts$63,281,0006
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$777,178,0002
Foundation and endowment and agency accounts income$43,243,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$918,936,0004
YTD Gross income other trust accounts$39,467,0004
Gross Fiduciary activities income$2,268,813,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$634,974,0005
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$114,579,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,182,0003
YTD Gross Income employee benefit defined benefit$56,220,0003
YTD Gross Income from other retirement accounts$33,268,0006
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$386,716,0002
Foundation and endowment and agency accounts income$21,839,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$465,292,0004
YTD Gross income other trust accounts$17,972,0005
Gross Fiduciary activities income$1,146,096,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$322,512,0005
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$432,257,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,832,0003
YTD Gross Income employee benefit defined benefit$222,471,0002
YTD Gross Income from other retirement accounts$132,182,0005
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,330,348,0002
Foundation and endowment and agency accounts income$81,990,0005
YTD Gross income other trust and agency accounts$130,832,0002
YTD Gross income custody and safekeeping agency accounts$1,815,053,0004
YTD Gross income other trust accounts$76,063,0004
Gross Fiduciary activities income$4,282,028,0004
YTD fiduciary expense (Dec. only)$3,957,088,0003
YTD fiduciary net loss (Dec. only)$32,390,0002
YTD fiduciary intracompany income (Dec. only)$503,705,0003
YTD net fiduciary income (Dec. only)$796,255,0006
Memoranda:
YTD foreign offices total gross fiduciary income$1,289,480,0005
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$319,977,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,864,0003
YTD Gross Income employee benefit defined benefit$167,558,0002
YTD Gross Income from other retirement accounts$98,010,0005
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$986,673,0002
Foundation and endowment and agency accounts income$61,837,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,355,460,0004
YTD Gross income other trust accounts$54,997,0004
Gross Fiduciary activities income$3,191,164,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$951,465,0004
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$214,043,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,444,0003
YTD Gross Income employee benefit defined benefit$114,382,0002
YTD Gross Income from other retirement accounts$64,800,0005
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$635,781,0002
Foundation and endowment and agency accounts income$40,421,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$897,419,0004
YTD Gross income other trust accounts$36,499,0004
Gross Fiduciary activities income$2,101,359,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$624,547,0004
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$100,020,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,746,0003
YTD Gross Income employee benefit defined benefit$61,971,0002
YTD Gross Income from other retirement accounts$33,855,0004
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$302,650,0002
Foundation and endowment and agency accounts income$19,852,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$461,135,0004
YTD Gross income other trust accounts$17,518,0004
Gross Fiduciary activities income$1,047,005,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$312,907,0003
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$388,032,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,478,0003
YTD Gross Income employee benefit defined benefit$227,998,0002
YTD Gross Income from other retirement accounts$124,531,0004
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,139,325,0002
Foundation and endowment and agency accounts income$74,671,0005
YTD Gross income other trust and agency accounts$121,147,0002
YTD Gross income custody and safekeeping agency accounts$1,706,691,0004
YTD Gross income other trust accounts$89,536,0002
Gross Fiduciary activities income$3,932,409,0004
YTD fiduciary expense (Dec. only)$3,869,550,0003
YTD fiduciary net loss (Dec. only)$78,655,0004
YTD fiduciary intracompany income (Dec. only)$572,532,0004
YTD net fiduciary income (Dec. only)$556,736,0007
Memoranda:
YTD foreign offices total gross fiduciary income$1,115,895,0004
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$292,014,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,919,0003
YTD Gross Income employee benefit defined benefit$169,719,0002
YTD Gross Income from other retirement accounts$90,926,0004
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$852,816,0002
Foundation and endowment and agency accounts income$55,817,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,256,301,0004
YTD Gross income other trust accounts$72,018,0002
Gross Fiduciary activities income$2,923,098,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$825,944,0004
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$186,927,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,163,0003
YTD Gross Income employee benefit defined benefit$115,246,0002
YTD Gross Income from other retirement accounts$59,294,0004
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$568,320,0002
Foundation and endowment and agency accounts income$36,812,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$827,991,0004
YTD Gross income other trust accounts$50,192,0002
Gross Fiduciary activities income$1,934,204,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$548,148,0004
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$97,318,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,238,0003
YTD Gross Income employee benefit defined benefit$60,038,0002
YTD Gross Income from other retirement accounts$31,361,0004
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$295,606,0002
Foundation and endowment and agency accounts income$19,607,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$414,573,0004
YTD Gross income other trust accounts$22,283,0003
Gross Fiduciary activities income$987,915,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$282,014,0004
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$393,590,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,849,0004
YTD Gross Income employee benefit defined benefit$221,386,0002
YTD Gross Income from other retirement accounts$123,539,0004
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,141,334,0001
Foundation and endowment and agency accounts income$73,259,0006
YTD Gross income other trust and agency accounts$133,695,0003
YTD Gross income custody and safekeeping agency accounts$1,562,628,0004
YTD Gross income other trust accounts$86,375,0003
Gross Fiduciary activities income$3,792,655,0004
YTD fiduciary expense (Dec. only)$3,775,421,0003
YTD fiduciary net loss (Dec. only)$33,345,0004
YTD fiduciary intracompany income (Dec. only)$677,689,0004
YTD net fiduciary income (Dec. only)$661,578,0006
Memoranda:
YTD foreign offices total gross fiduciary income$1,070,906,0005
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$288,522,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,117,0004
YTD Gross Income employee benefit defined benefit$166,191,0002
YTD Gross Income from other retirement accounts$90,078,0004
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$850,746,0001
Foundation and endowment and agency accounts income$54,579,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,157,318,0004
YTD Gross income other trust accounts$64,947,0003
Gross Fiduciary activities income$2,814,978,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$795,359,0005
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$199,198,0002
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,259,0004
YTD Gross Income employee benefit defined benefit$109,396,0002
YTD Gross Income from other retirement accounts$60,143,0004
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$563,585,0001
Foundation and endowment and agency accounts income$36,231,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$747,216,0004
YTD Gross income other trust accounts$44,774,0003
Gross Fiduciary activities income$1,855,278,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$527,710,0005
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$92,332,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,476,0004
YTD Gross Income employee benefit defined benefit$53,736,0002
YTD Gross Income from other retirement accounts$76,877,0002
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$287,272,0001
Foundation and endowment and agency accounts income$17,612,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$314,548,0005
YTD Gross income other trust accounts$22,827,0003
Gross Fiduciary activities income$914,512,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$259,513,0005
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$380,075,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,737,0004
YTD Gross Income employee benefit defined benefit$239,027,0002
YTD Gross Income from other retirement accounts$116,591,0004
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,042,922,0002
Foundation and endowment and agency accounts income$79,679,0004
YTD Gross income other trust and agency accounts$137,320,0003
YTD Gross income custody and safekeeping agency accounts$1,519,016,0004
YTD Gross income other trust accounts$102,832,0003
Gross Fiduciary activities income$3,678,199,0004
YTD fiduciary expense (Dec. only)$3,674,930,0003
YTD fiduciary net loss (Dec. only)$37,040,0003
YTD fiduciary intracompany income (Dec. only)$728,924,0004
YTD net fiduciary income (Dec. only)$695,153,0006
Memoranda:
YTD foreign offices total gross fiduciary income$1,015,682,0005
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$288,450,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,468,0004
YTD Gross Income employee benefit defined benefit$171,132,0002
YTD Gross Income from other retirement accounts$88,472,0004
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$779,344,0002
Foundation and endowment and agency accounts income$61,694,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,148,876,0004
YTD Gross income other trust accounts$80,888,0003
Gross Fiduciary activities income$2,763,290,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$770,048,0005
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$195,214,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,183,0004
YTD Gross Income employee benefit defined benefit$114,953,0002
YTD Gross Income from other retirement accounts$58,547,0004
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$511,628,0002
Foundation and endowment and agency accounts income$42,269,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$766,197,0004
YTD Gross income other trust accounts$56,623,0003
Gross Fiduciary activities income$1,843,654,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$518,499,0005
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$89,218,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,582,0004
YTD Gross Income employee benefit defined benefit$55,513,0002
YTD Gross Income from other retirement accounts$28,309,0004
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$260,275,0002
Foundation and endowment and agency accounts income$19,309,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$392,819,0004
YTD Gross income other trust accounts$26,191,0003
Gross Fiduciary activities income$919,052,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$258,228,0005
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$340,356,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,491,0004
YTD Gross Income employee benefit defined benefit$218,338,0003
YTD Gross Income from other retirement accounts$110,264,0004
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$999,277,0002
Foundation and endowment and agency accounts income$65,780,0005
YTD Gross income other trust and agency accounts$127,250,0003
YTD Gross income custody and safekeeping agency accounts$1,321,252,0005
YTD Gross income other trust accounts$97,366,0003
Gross Fiduciary activities income$3,337,374,0004
YTD fiduciary expense (Dec. only)$3,273,674,0003
YTD fiduciary net loss (Dec. only)$28,909,0004
YTD fiduciary intracompany income (Dec. only)$472,286,0005
YTD net fiduciary income (Dec. only)$507,077,0007
Memoranda:
YTD foreign offices total gross fiduciary income$884,126,0005
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$256,965,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,793,0004
YTD Gross Income employee benefit defined benefit$162,886,0003
YTD Gross Income from other retirement accounts$80,433,0004
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$740,558,0002
Foundation and endowment and agency accounts income$48,144,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$954,505,0005
YTD Gross income other trust accounts$71,923,0003
Gross Fiduciary activities income$2,451,612,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$621,199,0005
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$173,589,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,288,0004
YTD Gross Income employee benefit defined benefit$107,417,0003
YTD Gross Income from other retirement accounts$52,381,0004
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$481,886,0002
Foundation and endowment and agency accounts income$31,722,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$623,924,0005
YTD Gross income other trust accounts$48,765,0003
Gross Fiduciary activities income$1,608,560,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$399,736,0005
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$80,400,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,659,0004
YTD Gross Income employee benefit defined benefit$51,886,0003
YTD Gross Income from other retirement accounts$26,254,0004
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$239,995,0002
Foundation and endowment and agency accounts income$15,175,0004
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$302,568,0005
YTD Gross income other trust accounts$23,975,0003
Gross Fiduciary activities income$784,908,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$192,811,0005
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$328,097,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,067,0004
YTD Gross Income employee benefit defined benefit$212,955,0002
YTD Gross Income from other retirement accounts$103,014,0004
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$903,936,0002
Foundation and endowment and agency accounts income$61,559,0005
YTD Gross income other trust and agency accounts$119,518,0003
YTD Gross income custody and safekeeping agency accounts$1,145,303,0004
YTD Gross income other trust accounts$98,541,0003
Gross Fiduciary activities income$3,023,990,0004
YTD fiduciary expense (Dec. only)$2,643,987,0004
YTD fiduciary net loss (Dec. only)$81,815,0001
YTD fiduciary intracompany income (Dec. only)$369,698,0004
YTD net fiduciary income (Dec. only)$667,886,0005
Memoranda:
YTD foreign offices total gross fiduciary income$755,169,0005
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$246,798,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,537,0004
YTD Gross Income employee benefit defined benefit$157,112,0003
YTD Gross Income from other retirement accounts$75,989,0004
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$666,333,0002
Foundation and endowment and agency accounts income$45,586,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$857,485,0004
YTD Gross income other trust accounts$73,119,0003
Gross Fiduciary activities income$2,250,974,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$565,071,0005
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$166,710,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,479,0004
YTD Gross Income employee benefit defined benefit$104,889,0002
YTD Gross Income from other retirement accounts$50,389,0004
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$440,434,0002
Foundation and endowment and agency accounts income$30,352,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$557,294,0004
YTD Gross income other trust accounts$49,846,0003
Gross Fiduciary activities income$1,484,511,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$374,884,0004
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$80,710,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,443,0004
YTD Gross Income employee benefit defined benefit$55,317,0002
YTD Gross Income from other retirement accounts$26,507,0004
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$191,736,0002
Foundation and endowment and agency accounts income$15,309,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$291,172,0004
YTD Gross income other trust accounts$22,822,0003
Gross Fiduciary activities income$727,779,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$181,832,0005
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$356,174,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,650,0004
YTD Gross Income employee benefit defined benefit$225,226,0002
YTD Gross Income from other retirement accounts$110,658,0004
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$787,891,0002
Foundation and endowment and agency accounts income$64,729,0005
YTD Gross income other trust and agency accounts$128,708,0002
YTD Gross income custody and safekeeping agency accounts$1,095,504,0004
YTD Gross income other trust accounts$91,218,0003
Gross Fiduciary activities income$2,913,758,0004
YTD fiduciary expense (Dec. only)$2,591,715,0004
YTD fiduciary net loss (Dec. only)$21,947,0004
YTD fiduciary intracompany income (Dec. only)$188,837,0005
YTD net fiduciary income (Dec. only)$488,933,0004
Memoranda:
YTD foreign offices total gross fiduciary income$731,494,0005
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$267,842,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,539,0004
YTD Gross Income employee benefit defined benefit$170,503,0002
YTD Gross Income from other retirement accounts$82,246,0004
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$596,984,0002
Foundation and endowment and agency accounts income$48,588,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$814,617,0004
YTD Gross income other trust accounts$68,682,0003
Gross Fiduciary activities income$2,187,425,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$551,360,0005
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$182,698,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,004,0004
YTD Gross Income employee benefit defined benefit$115,679,0002
YTD Gross Income from other retirement accounts$55,080,0004
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$397,073,0002
Foundation and endowment and agency accounts income$32,415,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$533,569,0005
YTD Gross income other trust accounts$48,873,0003
Gross Fiduciary activities income$1,458,188,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$361,196,0005
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$86,819,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,601,0005
YTD Gross Income employee benefit defined benefit$59,142,0002
YTD Gross Income from other retirement accounts$27,432,0004
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$195,167,0002
Foundation and endowment and agency accounts income$15,451,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$261,006,0005
YTD Gross income other trust accounts$21,790,0003
Gross Fiduciary activities income$716,007,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$171,719,0005
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$373,642,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,966,0004
YTD Gross Income employee benefit defined benefit$205,617,0002
YTD Gross Income from other retirement accounts$121,003,0004
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$698,709,0002
Foundation and endowment and agency accounts income$61,737,0005
YTD Gross income other trust and agency accounts$136,656,0003
YTD Gross income custody and safekeeping agency accounts$1,043,760,0005
YTD Gross income other trust accounts$97,301,0003
Gross Fiduciary activities income$2,791,391,0004
YTD fiduciary expense (Dec. only)$2,444,180,0004
YTD fiduciary net loss (Dec. only)$17,513,0006
YTD fiduciary intracompany income (Dec. only)$183,880,0005
YTD net fiduciary income (Dec. only)$513,578,0004
Memoranda:
YTD foreign offices total gross fiduciary income$722,239,0005
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$281,181,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,807,0004
YTD Gross Income employee benefit defined benefit$153,105,0002
YTD Gross Income from other retirement accounts$88,800,0004
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$516,223,0002
Foundation and endowment and agency accounts income$46,281,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$772,691,0005
YTD Gross income other trust accounts$75,370,0003
Gross Fiduciary activities income$2,074,142,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$538,157,0005
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$189,081,0003
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,596,0004
YTD Gross Income employee benefit defined benefit$102,125,0002
YTD Gross Income from other retirement accounts$58,112,0004
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$337,283,0002
Foundation and endowment and agency accounts income$30,665,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$505,365,0005
YTD Gross income other trust accounts$52,917,0003
Gross Fiduciary activities income$1,367,368,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$359,555,0005
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$88,175,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,679,0005
YTD Gross Income employee benefit defined benefit$51,907,0002
YTD Gross Income from other retirement accounts$28,776,0004
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$169,178,0002
Foundation and endowment and agency accounts income$14,580,0005
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$249,307,0005
YTD Gross income other trust accounts$22,832,0004
Gross Fiduciary activities income$670,050,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$170,823,0005
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$331,679,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,564,0005
YTD Gross Income employee benefit defined benefit$194,416,0002
YTD Gross Income from other retirement accounts$104,071,0004
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$599,037,0002
Foundation and endowment and agency accounts income$38,099,0007
YTD Gross income other trust and agency accounts$121,955,0003
YTD Gross income custody and safekeeping agency accounts$867,334,0005
YTD Gross income other trust accounts$98,704,0004
Gross Fiduciary activities income$2,404,859,0004
YTD fiduciary expense (Dec. only)$2,278,736,0004
YTD fiduciary net loss (Dec. only)$47,983,0002
YTD fiduciary intracompany income (Dec. only)$139,415,0006
YTD net fiduciary income (Dec. only)$217,555,0009
Memoranda:
YTD foreign offices total gross fiduciary income$640,130,0005
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$247,286,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,650,0005
YTD Gross Income employee benefit defined benefit$148,451,0002
YTD Gross Income from other retirement accounts$76,904,0004
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$445,434,0002
Foundation and endowment and agency accounts income$24,722,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$639,435,0005
YTD Gross income other trust accounts$76,757,0004
Gross Fiduciary activities income$1,785,646,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$475,252,0005
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$164,540,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,884,0005
YTD Gross Income employee benefit defined benefit$101,919,0002
YTD Gross Income from other retirement accounts$50,654,0004
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$295,765,0002
Foundation and endowment and agency accounts income$16,802,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$419,579,0005
YTD Gross income other trust accounts$53,835,0004
Gross Fiduciary activities income$1,189,437,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$317,069,0005
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$78,968,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,785,0006
YTD Gross Income employee benefit defined benefit$50,684,0002
YTD Gross Income from other retirement accounts$24,527,0004
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$148,181,0002
Foundation and endowment and agency accounts income$7,946,0007
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$205,571,0005
YTD Gross income other trust accounts$22,506,0004
Gross Fiduciary activities income$582,181,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$151,462,0005
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$304,906,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,793,0006
YTD Gross Income employee benefit defined benefit$199,263,0002
YTD Gross Income from other retirement accounts$100,312,0004
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$554,634,0002
Foundation and endowment and agency accounts income$29,265,0007
YTD Gross income other trust and agency accounts$150,106,0003
YTD Gross income custody and safekeeping agency accounts$722,399,0005
YTD Gross income other trust accounts$97,547,0004
Gross Fiduciary activities income$2,208,225,0004
YTD fiduciary expense (Dec. only)$2,141,354,0004
YTD fiduciary net loss (Dec. only)$23,903,0005
YTD fiduciary intracompany income (Dec. only)$150,272,0006
YTD net fiduciary income (Dec. only)$193,240,0006
Memoranda:
YTD foreign offices total gross fiduciary income$602,291,0005
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$226,800,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,721,0006
YTD Gross Income employee benefit defined benefit$148,285,0002
YTD Gross Income from other retirement accounts$73,779,0002
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$411,937,0002
Foundation and endowment and agency accounts income$21,630,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$521,414,0005
YTD Gross income other trust accounts$76,790,0004
Gross Fiduciary activities income$1,636,468,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$452,944,0005
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$167,338,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,365,0005
YTD Gross Income employee benefit defined benefit$94,519,0002
YTD Gross Income from other retirement accounts$48,757,0002
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$272,521,0002
Foundation and endowment and agency accounts income$13,741,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$328,423,0005
YTD Gross income other trust accounts$52,626,0004
Gross Fiduciary activities income$1,085,780,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$298,377,0005
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$79,499,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,149,0006
YTD Gross Income employee benefit defined benefit$45,936,0002
YTD Gross Income from other retirement accounts$24,016,0002
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$136,439,0002
Foundation and endowment and agency accounts income$6,065,0006
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,251,0005
YTD Gross income other trust accounts$21,662,0004
Gross Fiduciary activities income$527,240,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$148,503,0005
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$302,089,0004
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,581,0006
YTD Gross Income employee benefit defined benefit$183,452,0003
YTD Gross Income from other retirement accounts$104,474,0002
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$489,413,0003
Foundation and endowment and agency accounts income$27,748,0005
YTD Gross income other trust and agency accounts$189,847,0003
YTD Gross income custody and safekeeping agency accounts$601,043,0005
YTD Gross income other trust accounts$88,943,0005
Gross Fiduciary activities income$2,034,590,0004
YTD fiduciary expense (Dec. only)$1,943,972,0004
YTD fiduciary net loss (Dec. only)$21,332,0003
YTD fiduciary intracompany income (Dec. only)$172,226,0005
YTD net fiduciary income (Dec. only)$241,512,0007
Memoranda:
YTD foreign offices total gross fiduciary income$556,857,0005
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$143,066,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,336,0005
YTD Gross Income employee benefit defined benefit$142,535,0003
YTD Gross Income from other retirement accounts$69,849,0002
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$235,811,0004
Foundation and endowment and agency accounts income$11,961,0008
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$453,920,0005
YTD Gross income other trust accounts$68,951,0004
Gross Fiduciary activities income$1,319,898,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$414,620,0005
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$90,443,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,577,0006
YTD Gross Income employee benefit defined benefit$84,253,0003
YTD Gross Income from other retirement accounts$43,937,0002
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$151,407,0004
Foundation and endowment and agency accounts income$6,902,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$275,694,0005
YTD Gross income other trust accounts$48,310,0005
Gross Fiduciary activities income$822,421,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$263,079,0005
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$43,455,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,112,0007
YTD Gross Income employee benefit defined benefit$41,515,0003
YTD Gross Income from other retirement accounts$21,223,0003
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$73,772,0004
Foundation and endowment and agency accounts income$3,261,0009
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,634,0005
YTD Gross income other trust accounts$17,137,0006
Gross Fiduciary activities income$392,826,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$120,108,0005
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$166,190,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,053,0007
YTD Gross Income employee benefit defined benefit$155,856,0003
YTD Gross Income from other retirement accounts$85,701,0002
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$272,525,0004
Foundation and endowment and agency accounts income$12,687,0007
YTD Gross income other trust and agency accounts$211,003,0003
YTD Gross income custody and safekeeping agency accounts$499,788,0005
YTD Gross income other trust accounts$196,347,0003
Gross Fiduciary activities income$1,639,150,0005
YTD fiduciary expense (Dec. only)$1,328,624,0005
YTD fiduciary net loss (Dec. only)$33,575,0004
YTD fiduciary intracompany income (Dec. only)$132,377,0004
YTD net fiduciary income (Dec. only)$409,328,0007
Memoranda:
YTD foreign offices total gross fiduciary income$459,453,0005
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$122,553,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,188,0008
YTD Gross Income employee benefit defined benefit$118,108,0003
YTD Gross Income from other retirement accounts$63,108,0002
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$204,566,0004
Foundation and endowment and agency accounts income$9,339,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$366,622,0005
YTD Gross income other trust accounts$179,356,0003
Gross Fiduciary activities income$1,250,819,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$338,992,0005
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$82,126,0006
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,668,0008
YTD Gross Income employee benefit defined benefit$78,112,0003
YTD Gross Income from other retirement accounts$43,122,0001
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$135,095,0004
Foundation and endowment and agency accounts income$6,312,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$243,327,0005
YTD Gross income other trust accounts$122,460,0003
Gross Fiduciary activities income$838,117,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$230,572,0005
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$39,505,0007
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,800,0008
YTD Gross Income employee benefit defined benefit$38,077,0003
YTD Gross Income from other retirement accounts$21,393,0002
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$63,201,0005
Foundation and endowment and agency accounts income$3,049,00010
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,372,0005
YTD Gross income other trust accounts$55,612,0003
Gross Fiduciary activities income$407,784,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$113,886,0005
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$148,758,0008
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,132,0009
YTD Gross Income employee benefit defined benefit$153,560,0003
YTD Gross Income from other retirement accounts$91,809,0002
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$244,790,0003
Foundation and endowment and agency accounts income$11,269,0009
YTD Gross income other trust and agency accounts$201,125,0003
YTD Gross income custody and safekeeping agency accounts$460,853,0005
YTD Gross income other trust accounts$339,741,0003
Gross Fiduciary activities income$1,688,037,0004
YTD fiduciary expense (Dec. only)$1,368,041,0005
YTD fiduciary net loss (Dec. only)$32,372,0005
YTD fiduciary intracompany income (Dec. only)$203,020,0004
YTD net fiduciary income (Dec. only)$490,644,0006
Memoranda:
YTD foreign offices total gross fiduciary income$436,818,0005
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$205,590,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,091,00010
YTD Gross Income employee benefit defined benefit$105,107,0004
YTD Gross Income from other retirement accounts$163,284,0001
YTD Gross Income corporate trust and agency$0161
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$32,342,00012
YTD Gross income other trust accounts$245,120,0003
Gross Fiduciary activities income$1,248,414,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$317,833,0005
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$137,981,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,458,0009
YTD Gross Income employee benefit defined benefit$71,559,0004
YTD Gross Income from other retirement accounts$106,404,0001
YTD Gross Income corporate trust and agency$0158
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$21,485,00012
YTD Gross income other trust accounts$162,760,0003
Gross Fiduciary activities income$825,827,0004
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$204,532,0005
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$68,580,0005
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,943,0009
YTD Gross Income employee benefit defined benefit$35,858,0004
YTD Gross Income from other retirement accounts$52,311,0001
YTD Gross Income corporate trust and agency$0147
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$10,784,00012
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$319,126,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$96,175,0005
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$435,284,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,682,698,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$1,288,167,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$930,961,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$407,824,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$431,541,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,605,297,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$1,179,733,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$789,240,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$375,217,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$344,408,0001
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,378,256,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$1,027,038,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$690,521,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$340,440,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$253,002,0002
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,174,151,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$869,355,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$569,164,0006
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$262,680,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$175,608,0001
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$976,998,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$729,770,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$491,059,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$241,857,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$153,798,0004
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$877,386,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$649,165,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$425,918,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$208,177,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$136,836,0003
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$854,905,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$128,600,0004
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$852,449,0005
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$748,536,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$599,721,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$522,947,00010
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$456,854,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$397,815,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$348,250,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$326,719,0008
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$297,845,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$273,294,0007
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA