Home > BMO Bank > Gross Fiduciary and Related Services Income

BMO Bank, Gross Fiduciary and Related Services Income

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$48,491,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,496,00031
YTD Gross Income employee benefit defined benefit$4,504,00017
YTD Gross Income from other retirement accounts$25,850,00016
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$102,073,00049
Foundation and endowment and agency accounts income$6,065,00024
YTD Gross income other trust and agency accounts$3,00085
YTD Gross income custody and safekeeping agency accounts$5,686,00040
YTD Gross income other trust accounts$1,802,00038
Gross Fiduciary activities income$197,970,00024
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$31,900,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,171,00032
YTD Gross Income employee benefit defined benefit$3,005,00015
YTD Gross Income from other retirement accounts$17,038,00015
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$66,847,00054
Foundation and endowment and agency accounts income$3,983,00024
YTD Gross income other trust and agency accounts$3,00088
YTD Gross income custody and safekeeping agency accounts$3,656,00038
YTD Gross income other trust accounts$49,000128
Gross Fiduciary activities income$128,652,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,829,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,113,00029
YTD Gross Income employee benefit defined benefit$1,485,00020
YTD Gross Income from other retirement accounts$8,436,00015
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$31,909,00015
Foundation and endowment and agency accounts income$1,935,00024
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$1,790,00042
YTD Gross income other trust accounts$852,00034
Gross Fiduciary activities income$62,349,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$54,757,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,106,00036
YTD Gross Income employee benefit defined benefit$6,556,00017
YTD Gross Income from other retirement accounts$34,304,00017
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$121,389,00015
Foundation and endowment and agency accounts income$7,282,00024
YTD Gross income other trust and agency accounts$23,00079
YTD Gross income custody and safekeeping agency accounts$7,253,00038
YTD Gross income other trust accounts$3,189,00034
Gross Fiduciary activities income$238,859,00027
YTD fiduciary expense (Dec. only)$210,075,00021
YTD fiduciary net loss (Dec. only)$1,172,00015
YTD fiduciary intracompany income (Dec. only)$120,000107
YTD net fiduciary income (Dec. only)$27,732,00044
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,464,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,017,00038
YTD Gross Income employee benefit defined benefit$4,998,00017
YTD Gross Income from other retirement accounts$26,425,00016
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$92,386,00015
Foundation and endowment and agency accounts income$5,591,00025
YTD Gross income other trust and agency accounts$22,00065
YTD Gross income custody and safekeeping agency accounts$5,546,00039
YTD Gross income other trust accounts$2,365,00035
Gross Fiduciary activities income$182,814,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,295,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,290,00029
YTD Gross Income employee benefit defined benefit$3,357,00012
YTD Gross Income from other retirement accounts$18,206,00015
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$62,971,00014
Foundation and endowment and agency accounts income$3,824,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,858,00036
YTD Gross income other trust accounts$690,00043
Gross Fiduciary activities income$124,507,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,893,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,147,00030
YTD Gross Income employee benefit defined benefit$1,630,00014
YTD Gross Income from other retirement accounts$9,452,00016
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$32,189,00014
Foundation and endowment and agency accounts income$1,870,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,057,00036
YTD Gross income other trust accounts$1,207,00026
Gross Fiduciary activities income$64,452,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$61,486,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,531,00017
YTD Gross Income employee benefit defined benefit$6,801,00012
YTD Gross Income from other retirement accounts$37,439,00016
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$124,291,00015
Foundation and endowment and agency accounts income$7,156,00022
YTD Gross income other trust and agency accounts$43,00052
YTD Gross income custody and safekeeping agency accounts$11,325,00029
YTD Gross income other trust accounts$2,162,00036
Gross Fiduciary activities income$260,234,00022
YTD fiduciary expense (Dec. only)$189,691,00018
YTD fiduciary net loss (Dec. only)$527,00023
YTD fiduciary intracompany income (Dec. only)$39,000108
YTD net fiduciary income (Dec. only)$70,055,00025
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$46,385,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,126,00017
YTD Gross Income employee benefit defined benefit$5,110,00012
YTD Gross Income from other retirement accounts$27,807,00016
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$92,184,00014
Foundation and endowment and agency accounts income$5,333,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,910,00028
YTD Gross income other trust accounts$448,00060
Gross Fiduciary activities income$194,335,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$31,208,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,867,00014
YTD Gross Income employee benefit defined benefit$3,364,00013
YTD Gross Income from other retirement accounts$18,194,00016
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$60,478,00015
Foundation and endowment and agency accounts income$3,518,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,347,00029
YTD Gross income other trust accounts$90,00097
Gross Fiduciary activities income$128,088,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,664,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,068,00013
YTD Gross Income employee benefit defined benefit$1,675,00014
YTD Gross Income from other retirement accounts$8,924,00016
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$28,932,00016
Foundation and endowment and agency accounts income$1,731,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,759,00030
YTD Gross income other trust accounts$1,140,00026
Gross Fiduciary activities income$62,903,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$57,328,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,870,00014
YTD Gross Income employee benefit defined benefit$6,237,00011
YTD Gross Income from other retirement accounts$31,761,00016
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$107,600,00015
Foundation and endowment and agency accounts income$6,353,00021
YTD Gross income other trust and agency accounts$39,00049
YTD Gross income custody and safekeeping agency accounts$10,803,00030
YTD Gross income other trust accounts$2,099,00036
Gross Fiduciary activities income$233,090,00024
YTD fiduciary expense (Dec. only)$180,056,00020
YTD fiduciary net loss (Dec. only)$385,00029
YTD fiduciary intracompany income (Dec. only)$408,00063
YTD net fiduciary income (Dec. only)$53,057,00025
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,779,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,062,00014
YTD Gross Income employee benefit defined benefit$4,659,00011
YTD Gross Income from other retirement accounts$23,372,00016
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$80,257,00015
Foundation and endowment and agency accounts income$4,728,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,971,00030
YTD Gross income other trust accounts$1,675,00033
Gross Fiduciary activities income$173,532,00023
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,295,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,293,00014
YTD Gross Income employee benefit defined benefit$3,088,00011
YTD Gross Income from other retirement accounts$15,303,00016
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$53,325,00015
Foundation and endowment and agency accounts income$3,164,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,471,00029
YTD Gross income other trust accounts$564,00053
Gross Fiduciary activities income$115,523,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,474,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,655,00014
YTD Gross Income employee benefit defined benefit$1,567,00011
YTD Gross Income from other retirement accounts$7,862,00015
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$26,730,00015
Foundation and endowment and agency accounts income$1,657,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,797,00030
YTD Gross income other trust accounts$208,00049
Gross Fiduciary activities income$57,959,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$57,076,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,697,00015
YTD Gross Income employee benefit defined benefit$6,170,00012
YTD Gross Income from other retirement accounts$30,024,00015
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$103,816,00013
Foundation and endowment and agency accounts income$6,194,00022
YTD Gross income other trust and agency accounts$47,00056
YTD Gross income custody and safekeeping agency accounts$11,428,00026
YTD Gross income other trust accounts$3,391,00029
Gross Fiduciary activities income$228,844,00021
YTD fiduciary expense (Dec. only)$185,109,00018
YTD fiduciary net loss (Dec. only)$312,00030
YTD fiduciary intracompany income (Dec. only)$119,00098
YTD net fiduciary income (Dec. only)$43,542,00026
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,902,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,944,00016
YTD Gross Income employee benefit defined benefit$4,555,00013
YTD Gross Income from other retirement accounts$22,259,00015
YTD Gross Income corporate trust and agency$1,000107
Investment management and investment advisory agency accounts income$77,204,00013
Foundation and endowment and agency accounts income$4,461,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,548,00027
YTD Gross income other trust accounts$2,783,00027
Gross Fiduciary activities income$170,694,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,511,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,249,00016
YTD Gross Income employee benefit defined benefit$3,023,00013
YTD Gross Income from other retirement accounts$14,701,00015
YTD Gross Income corporate trust and agency$1,000113
Investment management and investment advisory agency accounts income$51,381,00013
Foundation and endowment and agency accounts income$2,813,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,905,00027
YTD Gross income other trust accounts$1,479,00032
Gross Fiduciary activities income$114,084,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$13,756,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,619,00017
YTD Gross Income employee benefit defined benefit$1,469,00013
YTD Gross Income from other retirement accounts$7,248,00015
YTD Gross Income corporate trust and agency$1,00097
Investment management and investment advisory agency accounts income$24,717,00014
Foundation and endowment and agency accounts income$1,149,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,794,00029
YTD Gross income other trust accounts$2,665,00018
Gross Fiduciary activities income$56,426,00021
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$61,342,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,510,00017
YTD Gross Income employee benefit defined benefit$6,477,00013
YTD Gross Income from other retirement accounts$29,225,00014
YTD Gross Income corporate trust and agency$1,000159
Investment management and investment advisory agency accounts income$101,191,00012
Foundation and endowment and agency accounts income$6,668,00019
YTD Gross income other trust and agency accounts$44,00069
YTD Gross income custody and safekeeping agency accounts$12,070,00026
YTD Gross income other trust accounts$3,668,00026
Gross Fiduciary activities income$232,196,00022
YTD fiduciary expense (Dec. only)$186,586,00018
YTD fiduciary net loss (Dec. only)$615,00025
YTD fiduciary intracompany income (Dec. only)$37,000128
YTD net fiduciary income (Dec. only)$45,032,00028
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$46,597,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,894,00017
YTD Gross Income employee benefit defined benefit$4,994,00012
YTD Gross Income from other retirement accounts$21,837,00014
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$76,332,00012
Foundation and endowment and agency accounts income$4,907,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,913,00026
YTD Gross income other trust accounts$2,255,00028
Gross Fiduciary activities income$174,763,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$31,948,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,926,00017
YTD Gross Income employee benefit defined benefit$3,359,00012
YTD Gross Income from other retirement accounts$14,332,00014
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$51,140,00013
Foundation and endowment and agency accounts income$3,145,00018
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,973,00027
YTD Gross income other trust accounts$559,00048
Gross Fiduciary activities income$116,406,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,855,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,998,00017
YTD Gross Income employee benefit defined benefit$1,656,00013
YTD Gross Income from other retirement accounts$7,094,00014
YTD Gross Income corporate trust and agency$1,000110
Investment management and investment advisory agency accounts income$25,359,00013
Foundation and endowment and agency accounts income$1,353,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,804,00027
YTD Gross income other trust accounts$2,002,00020
Gross Fiduciary activities income$58,132,00020
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$70,023,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,898,00015
YTD Gross Income employee benefit defined benefit$6,983,00013
YTD Gross Income from other retirement accounts$25,390,00014
YTD Gross Income corporate trust and agency$1,000179
Investment management and investment advisory agency accounts income$98,345,00012
Foundation and endowment and agency accounts income$6,366,00019
YTD Gross income other trust and agency accounts$39,00082
YTD Gross income custody and safekeeping agency accounts$38,365,00015
YTD Gross income other trust accounts$6,224,00020
Gross Fiduciary activities income$263,634,00016
YTD fiduciary expense (Dec. only)$204,707,00018
YTD fiduciary net loss (Dec. only)$938,00019
YTD fiduciary intracompany income (Dec. only)$111,000112
YTD net fiduciary income (Dec. only)$58,100,00023
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$53,457,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,406,00066
YTD Gross Income employee benefit defined benefit$6,347,00012
YTD Gross Income from other retirement accounts$18,638,00014
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$73,234,00012
Foundation and endowment and agency accounts income$4,612,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,454,00013
YTD Gross income other trust accounts$4,221,00020
Gross Fiduciary activities income$201,400,00016
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$36,692,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,095,00058
YTD Gross Income employee benefit defined benefit$4,085,00011
YTD Gross Income from other retirement accounts$12,305,00014
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$48,882,00012
Foundation and endowment and agency accounts income$3,018,00020
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,695,00013
YTD Gross income other trust accounts$2,959,00020
Gross Fiduciary activities income$134,753,00015
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,661,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$539,00057
YTD Gross Income employee benefit defined benefit$2,144,00012
YTD Gross Income from other retirement accounts$6,076,00014
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$23,822,00012
Foundation and endowment and agency accounts income$1,368,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,307,00013
YTD Gross income other trust accounts$1,525,00020
Gross Fiduciary activities income$66,453,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$72,674,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,025,00060
YTD Gross Income employee benefit defined benefit$7,941,00013
YTD Gross Income from other retirement accounts$23,904,00014
YTD Gross Income corporate trust and agency$1,000176
Investment management and investment advisory agency accounts income$95,698,00012
Foundation and endowment and agency accounts income$5,861,00019
YTD Gross income other trust and agency accounts$120,00049
YTD Gross income custody and safekeeping agency accounts$53,450,00013
YTD Gross income other trust accounts$7,217,00016
Gross Fiduciary activities income$268,891,00015
YTD fiduciary expense (Dec. only)$208,821,00017
YTD fiduciary net loss (Dec. only)$973,00016
YTD fiduciary intracompany income (Dec. only)$5,000148
YTD net fiduciary income (Dec. only)$59,102,00019
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$55,491,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,512,00058
YTD Gross Income employee benefit defined benefit$5,928,00013
YTD Gross Income from other retirement accounts$17,902,00014
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$72,288,00012
Foundation and endowment and agency accounts income$4,323,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,474,00013
YTD Gross income other trust accounts$5,380,00018
Gross Fiduciary activities income$203,390,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$37,763,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$953,00061
YTD Gross Income employee benefit defined benefit$3,968,00013
YTD Gross Income from other retirement accounts$11,854,00014
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$48,683,00012
Foundation and endowment and agency accounts income$2,718,00021
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,569,00013
YTD Gross income other trust accounts$3,286,00019
Gross Fiduciary activities income$135,855,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,050,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$449,00062
YTD Gross Income employee benefit defined benefit$1,931,00013
YTD Gross Income from other retirement accounts$5,875,00013
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$23,709,00012
Foundation and endowment and agency accounts income$1,162,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,758,00013
YTD Gross income other trust accounts$1,529,00019
Gross Fiduciary activities income$66,491,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$76,222,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,593,0008
YTD Gross Income employee benefit defined benefit$8,316,00012
YTD Gross Income from other retirement accounts$24,875,00012
YTD Gross Income corporate trust and agency$1,000185
Investment management and investment advisory agency accounts income$105,922,00012
Foundation and endowment and agency accounts income$6,507,00018
YTD Gross income other trust and agency accounts$230,00035
YTD Gross income custody and safekeeping agency accounts$51,963,00014
YTD Gross income other trust accounts$11,304,00016
Gross Fiduciary activities income$318,933,00014
YTD fiduciary expense (Dec. only)$247,603,00016
YTD fiduciary net loss (Dec. only)$1,376,00013
YTD fiduciary intracompany income (Dec. only)$209,00095
YTD net fiduciary income (Dec. only)$70,163,00016
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$57,519,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,606,0007
YTD Gross Income employee benefit defined benefit$6,997,00011
YTD Gross Income from other retirement accounts$18,857,00012
YTD Gross Income corporate trust and agency$1,000137
Investment management and investment advisory agency accounts income$81,935,00012
Foundation and endowment and agency accounts income$4,935,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,073,00013
YTD Gross income other trust accounts$8,810,00015
Gross Fiduciary activities income$249,932,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$38,938,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,646,0007
YTD Gross Income employee benefit defined benefit$4,642,00012
YTD Gross Income from other retirement accounts$12,733,00012
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$56,499,00012
Foundation and endowment and agency accounts income$3,282,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,417,00014
YTD Gross income other trust accounts$7,226,00014
Gross Fiduciary activities income$169,504,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,513,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,711,0008
YTD Gross Income employee benefit defined benefit$2,479,00012
YTD Gross Income from other retirement accounts$6,291,00012
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$27,230,00012
Foundation and endowment and agency accounts income$1,499,00019
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,177,00014
YTD Gross income other trust accounts$3,661,00014
Gross Fiduciary activities income$82,618,00014
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$79,725,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,648,0005
YTD Gross Income employee benefit defined benefit$10,045,00011
YTD Gross Income from other retirement accounts$24,151,00013
YTD Gross Income corporate trust and agency$1,000188
Investment management and investment advisory agency accounts income$107,584,00011
Foundation and endowment and agency accounts income$7,141,00017
YTD Gross income other trust and agency accounts$362,00028
YTD Gross income custody and safekeeping agency accounts$49,958,00014
YTD Gross income other trust accounts$17,967,00014
Gross Fiduciary activities income$342,582,00013
YTD fiduciary expense (Dec. only)$301,383,00013
YTD fiduciary net loss (Dec. only)$926,00019
YTD fiduciary intracompany income (Dec. only)$331,00072
YTD net fiduciary income (Dec. only)$40,604,00024
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$60,652,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,845,0005
YTD Gross Income employee benefit defined benefit$7,534,00011
YTD Gross Income from other retirement accounts$17,905,00013
YTD Gross Income corporate trust and agency$1,000135
Investment management and investment advisory agency accounts income$80,339,00011
Foundation and endowment and agency accounts income$5,260,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,538,00014
YTD Gross income other trust accounts$13,222,00014
Gross Fiduciary activities income$257,569,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$41,585,00012
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,793,0005
YTD Gross Income employee benefit defined benefit$4,996,00011
YTD Gross Income from other retirement accounts$11,739,00013
YTD Gross Income corporate trust and agency$1,000122
Investment management and investment advisory agency accounts income$53,532,00011
Foundation and endowment and agency accounts income$3,420,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,551,00014
YTD Gross income other trust accounts$8,716,00014
Gross Fiduciary activities income$172,514,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$20,217,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,224,0006
YTD Gross Income employee benefit defined benefit$2,486,00012
YTD Gross Income from other retirement accounts$5,804,00014
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$25,707,00011
Foundation and endowment and agency accounts income$1,641,00017
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,394,00013
YTD Gross income other trust accounts$4,189,00013
Gross Fiduciary activities income$84,753,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$80,668,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,916,0006
YTD Gross Income employee benefit defined benefit$9,988,00014
YTD Gross Income from other retirement accounts$21,752,00014
YTD Gross Income corporate trust and agency$2,000175
Investment management and investment advisory agency accounts income$98,518,00010
Foundation and endowment and agency accounts income$6,270,00016
YTD Gross income other trust and agency accounts$481,00023
YTD Gross income custody and safekeeping agency accounts$53,689,00013
YTD Gross income other trust accounts$18,000,00015
Gross Fiduciary activities income$336,284,00013
YTD fiduciary expense (Dec. only)$251,465,00015
YTD fiduciary net loss (Dec. only)$1,094,00013
YTD fiduciary intracompany income (Dec. only)$470,00061
YTD net fiduciary income (Dec. only)$84,195,00012
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$60,890,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,606,0006
YTD Gross Income employee benefit defined benefit$7,358,00014
YTD Gross Income from other retirement accounts$16,066,00014
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$73,321,00010
Foundation and endowment and agency accounts income$4,746,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,948,00013
YTD Gross income other trust accounts$13,304,00015
Gross Fiduciary activities income$249,548,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$39,547,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,803,0006
YTD Gross Income employee benefit defined benefit$5,069,00014
YTD Gross Income from other retirement accounts$10,682,00013
YTD Gross Income corporate trust and agency$1,000121
Investment management and investment advisory agency accounts income$48,173,00010
Foundation and endowment and agency accounts income$3,003,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,212,00013
YTD Gross income other trust accounts$12,849,00012
Gross Fiduciary activities income$168,607,00013
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,950,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,266,0005
YTD Gross Income employee benefit defined benefit$2,111,00017
YTD Gross Income from other retirement accounts$5,299,00013
YTD Gross Income corporate trust and agency$1,000111
Investment management and investment advisory agency accounts income$23,715,00010
Foundation and endowment and agency accounts income$1,533,00016
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,248,00012
YTD Gross income other trust accounts$4,253,00014
Gross Fiduciary activities income$84,535,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$75,932,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,347,0005
YTD Gross Income employee benefit defined benefit$11,134,00013
YTD Gross Income from other retirement accounts$26,214,00012
YTD Gross Income corporate trust and agency$10,000133
Investment management and investment advisory agency accounts income$90,382,00010
Foundation and endowment and agency accounts income$7,607,00014
YTD Gross income other trust and agency accounts$620,00022
YTD Gross income custody and safekeeping agency accounts$48,102,00014
YTD Gross income other trust accounts$27,941,00010
Gross Fiduciary activities income$340,289,00012
YTD fiduciary expense (Dec. only)$278,999,00011
YTD fiduciary net loss (Dec. only)$807,00022
YTD fiduciary intracompany income (Dec. only)$862,00045
YTD net fiduciary income (Dec. only)$61,345,00014
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$56,759,00013
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,370,0005
YTD Gross Income employee benefit defined benefit$8,296,00013
YTD Gross Income from other retirement accounts$20,816,00011
YTD Gross Income corporate trust and agency$10,00099
Investment management and investment advisory agency accounts income$67,442,00010
Foundation and endowment and agency accounts income$5,817,00014
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,203,00013
YTD Gross income other trust accounts$22,202,00010
Gross Fiduciary activities income$257,342,00012
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$23,431,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$191,000149
YTD Gross Income employee benefit defined benefit$53,000110
YTD Gross Income from other retirement accounts$6,759,00017
YTD Gross Income corporate trust and agency$10,00092
Investment management and investment advisory agency accounts income$25,582,00015
Foundation and endowment and agency accounts income$1,122,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,609,00048
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$58,758,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$11,147,00016
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000128
YTD Gross Income employee benefit defined benefit$27,000114
YTD Gross Income from other retirement accounts$3,354,00015
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$12,202,00016
Foundation and endowment and agency accounts income$553,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$767,00046
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$28,190,00028
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$49,579,00014
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,178,00079
YTD Gross Income employee benefit defined benefit$111,000114
YTD Gross Income from other retirement accounts$12,712,00015
YTD Gross Income corporate trust and agency$34,000105
Investment management and investment advisory agency accounts income$49,492,00015
Foundation and endowment and agency accounts income$2,338,00023
YTD Gross income other trust and agency accounts$5,000137
YTD Gross income custody and safekeeping agency accounts$3,120,00047
YTD Gross income other trust accounts$1,273,00042
Gross Fiduciary activities income$119,842,00024
YTD fiduciary expense (Dec. only)$97,130,00028
YTD fiduciary net loss (Dec. only)$115,00046
YTD fiduciary intracompany income (Dec. only)$660,00049
YTD net fiduciary income (Dec. only)$23,257,00028
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$38,616,00015
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$947,00077
YTD Gross Income employee benefit defined benefit$86,000113
YTD Gross Income from other retirement accounts$9,552,00016
YTD Gross Income corporate trust and agency$26,00083
Investment management and investment advisory agency accounts income$37,712,00015
Foundation and endowment and agency accounts income$1,782,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,412,00046
YTD Gross income other trust accounts$1,270,00037
Gross Fiduciary activities income$92,407,00022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$21,253,00017
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$677,00071
YTD Gross Income employee benefit defined benefit$58,000110
YTD Gross Income from other retirement accounts$4,984,00019
YTD Gross Income corporate trust and agency$18,00085
Investment management and investment advisory agency accounts income$19,676,00018
Foundation and endowment and agency accounts income$923,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,559,00047
YTD Gross income other trust accounts$783,00038
Gross Fiduciary activities income$49,934,00024
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,233,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$346,00069
YTD Gross Income employee benefit defined benefit$27,000115
YTD Gross Income from other retirement accounts$2,459,00019
YTD Gross Income corporate trust and agency$9,00084
Investment management and investment advisory agency accounts income$9,638,00018
Foundation and endowment and agency accounts income$452,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$844,00045
YTD Gross income other trust accounts$135,00059
Gross Fiduciary activities income$24,144,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$39,333,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$912,00089
YTD Gross Income employee benefit defined benefit$139,000109
YTD Gross Income from other retirement accounts$9,065,00018
YTD Gross Income corporate trust and agency$6,000176
Investment management and investment advisory agency accounts income$35,279,00019
Foundation and endowment and agency accounts income$1,588,00033
YTD Gross income other trust and agency accounts$17,000117
YTD Gross income custody and safekeeping agency accounts$3,019,00044
YTD Gross income other trust accounts$754,00054
Gross Fiduciary activities income$90,112,00026
YTD fiduciary expense (Dec. only)$82,917,00032
YTD fiduciary net loss (Dec. only)$214,00040
YTD fiduciary intracompany income (Dec. only)$569,00053
YTD net fiduciary income (Dec. only)$7,550,00047
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,362,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$768,00083
YTD Gross Income employee benefit defined benefit$74,000122
YTD Gross Income from other retirement accounts$6,645,00017
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$26,048,00019
Foundation and endowment and agency accounts income$1,177,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,307,00043
YTD Gross income other trust accounts$311,00073
Gross Fiduciary activities income$66,708,00026
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,557,00018
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$372,000104
YTD Gross Income employee benefit defined benefit$34,000133
YTD Gross Income from other retirement accounts$4,401,00019
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$17,108,00020
Foundation and endowment and agency accounts income$746,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,572,00041
YTD Gross income other trust accounts$199,00071
Gross Fiduciary activities income$43,995,00025
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,993,00019
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$2,147,00018
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$8,223,00019
Foundation and endowment and agency accounts income$332,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$780,00044
YTD Gross income other trust accounts$87,00071
Gross Fiduciary activities income$20,562,00027
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$35,285,00021
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000364
YTD Gross Income employee benefit defined benefit$5,000249
YTD Gross Income from other retirement accounts$8,000,00019
YTD Gross Income corporate trust and agency$102,00083
Investment management and investment advisory agency accounts income$30,179,00022
Foundation and endowment and agency accounts income$1,117,00031
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$3,022,00045
YTD Gross income other trust accounts$991,00052
Gross Fiduciary activities income$78,724,00029
YTD fiduciary expense (Dec. only)$75,155,00031
YTD fiduciary net loss (Dec. only)$228,00035
YTD fiduciary intracompany income (Dec. only)$624,00052
YTD net fiduciary income (Dec. only)$3,965,00072
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$26,444,00023
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000274
YTD Gross Income employee benefit defined benefit$12,000182
YTD Gross Income from other retirement accounts$6,003,00018
YTD Gross Income corporate trust and agency$100,00071
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$2,211,00047
YTD Gross income other trust accounts$533,00062
Gross Fiduciary activities income$57,886,00031
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$17,976,00020
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000269
YTD Gross Income employee benefit defined benefit$6,000188
YTD Gross Income from other retirement accounts$3,948,00017
YTD Gross Income corporate trust and agency$100,00065
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,495,00049
YTD Gross income other trust accounts$370,00066
Gross Fiduciary activities income$38,638,00030
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,408,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000264
YTD Gross Income employee benefit defined benefit$3,000183
YTD Gross Income from other retirement accounts$1,966,00017
YTD Gross Income corporate trust and agency$32,00074
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$866,00046
YTD Gross income other trust accounts$194,00059
Gross Fiduciary activities income$18,782,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$177,00056
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$87,164,00033
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
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$67,612,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$45,353,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$22,836,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
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$204,00056
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$92,827,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
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$69,030,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$45,986,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$21,992,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$126,00068
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$79,445,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
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$59,385,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$37,690,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
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$15,324,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
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$207,00065
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$92,213,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$69,655,00036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$47,093,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
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$01,418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,898
Fiduciary or related activity$01,821
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,908
Fiduciary or related activity$01,824
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$01,547
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
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$01,518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
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$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,641
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
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$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
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$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
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$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,948
Fiduciary or related activity$01,876
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$43,0001,135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$48,0001,178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$43,0001,260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$45,0001,304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$40,0001,350
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$59,0001,313
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$47,0001,375
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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