Home > Alpine Bank > Gross Fiduciary and Related Services Income

Alpine Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,225,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,000160
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$648,000215
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,865,000238
Foundation and endowment and agency accounts income$342,000153
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$255,000155
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,575,000271
YTD fiduciary expense (Dec. only)$4,790,000217
YTD fiduciary net loss (Dec. only)$57,000106
YTD fiduciary intracompany income (Dec. only)$289,00077
YTD net fiduciary income (Dec. only)$17,000426
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$944,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000144
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$487,000204
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,402,000230
Foundation and endowment and agency accounts income$255,000146
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$196,000148
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,458,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$604,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000155
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$324,000214
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$921,000233
Foundation and endowment and agency accounts income$167,000152
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$135,000149
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,268,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$294,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000148
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$166,000209
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$446,000189
Foundation and endowment and agency accounts income$80,000149
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$73,000137
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,117,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$1,289,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$261,000165
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$730,000208
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,688,000206
Foundation and endowment and agency accounts income$317,000165
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$299,000135
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$4,584,000279
YTD fiduciary expense (Dec. only)$4,684,000224
YTD fiduciary net loss (Dec. only)$13,000135
YTD fiduciary intracompany income (Dec. only)$292,00086
YTD net fiduciary income (Dec. only)$179,000435
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,013,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$204,000156
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$671,000178
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,290,000201
Foundation and endowment and agency accounts income$244,000159
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$123,000184
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,545,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$660,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$146,000153
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$397,000187
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$894,000182
Foundation and endowment and agency accounts income$166,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,000117
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,414,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$321,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000142
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$208,000181
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$461,000178
Foundation and endowment and agency accounts income$86,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000116
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,233,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$1,236,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$304,000154
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$831,000184
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,794,000183
Foundation and endowment and agency accounts income$339,000151
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$344,000105
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$4,848,000241
YTD fiduciary expense (Dec. only)$4,308,000189
YTD fiduciary net loss (Dec. only)$13,000113
YTD fiduciary intracompany income (Dec. only)$283,00075
YTD net fiduciary income (Dec. only)$810,000310
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$915,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$226,000143
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$618,000179
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,341,000180
Foundation and endowment and agency accounts income$252,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$263,000103
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,615,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$612,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$149,000153
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$399,000184
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$877,000182
Foundation and endowment and agency accounts income$166,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,000106
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,380,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$275,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000145
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$195,000186
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$425,000182
Foundation and endowment and agency accounts income$80,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000107
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,131,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
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$1,018,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$279,000155
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$661,000188
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,556,000190
Foundation and endowment and agency accounts income$293,000153
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$307,000111
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$4,114,000241
YTD fiduciary expense (Dec. only)$4,218,000193
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$294,00075
YTD net fiduciary income (Dec. only)$190,000364
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$749,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000144
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$480,000184
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,154,000183
Foundation and endowment and agency accounts income$218,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$236,000109
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,037,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$503,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000154
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$307,000197
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$764,000186
Foundation and endowment and agency accounts income$145,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$169,000111
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,025,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$252,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000137
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$155,000190
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$398,000177
Foundation and endowment and agency accounts income$75,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000105
YTD Gross income other trust accounts$1,000157
Gross Fiduciary activities income$1,053,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$727,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$290,000155
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$574,000200
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,384,000195
Foundation and endowment and agency accounts income$242,000153
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$352,000107
YTD Gross income other trust accounts$3,000202
Gross Fiduciary activities income$3,572,000257
YTD fiduciary expense (Dec. only)$3,444,000217
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$287,00077
YTD net fiduciary income (Dec. only)$415,000324
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$502,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$219,000149
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$422,000198
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$994,000197
Foundation and endowment and agency accounts income$174,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$262,000107
YTD Gross income other trust accounts$3,000181
Gross Fiduciary activities income$2,576,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$291,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000155
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$270,000205
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$612,000206
Foundation and endowment and agency accounts income$109,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$171,000108
YTD Gross income other trust accounts$3,000184
Gross Fiduciary activities income$1,593,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$115,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000154
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$127,000212
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$276,000210
Foundation and endowment and agency accounts income$46,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000107
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$720,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$501,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$265,000167
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$593,000188
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,315,000204
Foundation and endowment and agency accounts income$256,000152
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$350,000108
YTD Gross income other trust accounts$22,000176
Gross Fiduciary activities income$3,302,000266
YTD fiduciary expense (Dec. only)$2,325,000263
YTD fiduciary net loss (Dec. only)$28,00098
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$949,000262
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$386,000329
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$203,000165
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$470,000180
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,034,000198
Foundation and endowment and agency accounts income$205,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$276,000108
YTD Gross income other trust accounts$17,000164
Gross Fiduciary activities income$2,591,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$272,000329
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000170
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$310,000181
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$673,000199
Foundation and endowment and agency accounts income$150,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,000108
YTD Gross income other trust accounts$15,000155
Gross Fiduciary activities income$1,741,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$125,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000175
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$154,000182
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$332,000198
Foundation and endowment and agency accounts income$76,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000102
YTD Gross income other trust accounts$10,000138
Gross Fiduciary activities income$861,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$498,000386
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$237,000178
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$618,000174
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,312,000195
Foundation and endowment and agency accounts income$279,000139
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$357,000106
YTD Gross income other trust accounts$46,000177
Gross Fiduciary activities income$3,347,000260
YTD fiduciary expense (Dec. only)$2,012,000283
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,335,000213
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$385,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000172
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$465,000169
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$982,000196
Foundation and endowment and agency accounts income$207,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$272,000100
YTD Gross income other trust accounts$39,000145
Gross Fiduciary activities income$2,524,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$271,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000171
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$308,000168
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$662,000194
Foundation and endowment and agency accounts income$135,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$187,00099
YTD Gross income other trust accounts$28,000137
Gross Fiduciary activities income$1,706,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$127,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000166
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$159,000165
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$344,000185
Foundation and endowment and agency accounts income$64,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,00092
YTD Gross income other trust accounts$22,000107
Gross Fiduciary activities income$872,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$488,000398
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000175
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$555,000176
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,412,000175
Foundation and endowment and agency accounts income$250,000136
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$348,000105
YTD Gross income other trust accounts$109,000132
Gross Fiduciary activities income$3,418,000251
YTD fiduciary expense (Dec. only)$1,942,000282
YTD fiduciary net loss (Dec. only)$6,000128
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,470,000186
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$372,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$198,000166
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$412,000169
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,059,000174
Foundation and endowment and agency accounts income$185,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$259,000104
YTD Gross income other trust accounts$93,000114
Gross Fiduciary activities income$2,578,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
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$255,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000166
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$277,000170
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$696,000176
Foundation and endowment and agency accounts income$120,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000103
YTD Gross income other trust accounts$43,000129
Gross Fiduciary activities income$1,693,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
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$115,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000169
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$145,000169
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$340,000180
Foundation and endowment and agency accounts income$59,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,00099
YTD Gross income other trust accounts$24,000114
Gross Fiduciary activities income$833,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$560,000377
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$270,000181
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$580,000165
YTD Gross Income corporate trust and agency$11,000124
Investment management and investment advisory agency accounts income$1,464,000173
Foundation and endowment and agency accounts income$252,000137
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$317,000121
YTD Gross income other trust accounts$102,000128
Gross Fiduciary activities income$3,556,000240
YTD fiduciary expense (Dec. only)$1,997,000276
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,559,000181
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$442,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$222,000165
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$431,000165
YTD Gross Income corporate trust and agency$11,00092
Investment management and investment advisory agency accounts income$1,114,000171
Foundation and endowment and agency accounts income$191,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$236,000120
YTD Gross income other trust accounts$74,000122
Gross Fiduciary activities income$2,721,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$305,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$151,000166
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$290,000167
YTD Gross Income corporate trust and agency$11,00090
Investment management and investment advisory agency accounts income$755,000172
Foundation and endowment and agency accounts income$128,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$157,000125
YTD Gross income other trust accounts$48,000123
Gross Fiduciary activities income$1,845,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$133,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000162
YTD Gross Income employee benefit defined benefit$6,000168
YTD Gross Income from other retirement accounts$144,000167
YTD Gross Income corporate trust and agency$11,00074
Investment management and investment advisory agency accounts income$385,000172
Foundation and endowment and agency accounts income$64,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000135
YTD Gross income other trust accounts$20,000123
Gross Fiduciary activities income$909,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$531,000382
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$437,000141
YTD Gross Income employee benefit defined benefit$24,000190
YTD Gross Income from other retirement accounts$414,000205
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,395,000179
Foundation and endowment and agency accounts income$257,000132
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$261,000135
YTD Gross income other trust accounts$64,000150
Gross Fiduciary activities income$3,383,000251
YTD fiduciary expense (Dec. only)$2,150,000261
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,233,000205
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$399,000329
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$329,000138
YTD Gross Income employee benefit defined benefit$18,000172
YTD Gross Income from other retirement accounts$311,000199
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,020,000180
Foundation and endowment and agency accounts income$192,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$195,000131
YTD Gross income other trust accounts$44,000147
Gross Fiduciary activities income$2,508,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$264,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$201,000144
YTD Gross Income employee benefit defined benefit$11,000173
YTD Gross Income from other retirement accounts$216,000195
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$661,000184
Foundation and endowment and agency accounts income$129,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$125,000136
YTD Gross income other trust accounts$19,000152
Gross Fiduciary activities income$1,626,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$128,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000138
YTD Gross Income employee benefit defined benefit$5,000177
YTD Gross Income from other retirement accounts$105,000194
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$321,000182
Foundation and endowment and agency accounts income$64,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000139
YTD Gross income other trust accounts$10,000143
Gross Fiduciary activities income$808,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$402,000420
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$369,000149
YTD Gross Income employee benefit defined benefit$18,000206
YTD Gross Income from other retirement accounts$455,000178
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,147,000187
Foundation and endowment and agency accounts income$284,000113
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$198,000153
YTD Gross income other trust accounts$29,000193
Gross Fiduciary activities income$2,902,000267
YTD fiduciary expense (Dec. only)$1,893,000273
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,009,000217
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$302,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$269,000151
YTD Gross Income employee benefit defined benefit$13,000183
YTD Gross Income from other retirement accounts$330,000175
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$832,000186
Foundation and endowment and agency accounts income$212,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,000142
YTD Gross income other trust accounts$17,000167
Gross Fiduciary activities income$2,124,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$246,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000151
YTD Gross Income employee benefit defined benefit$9,000177
YTD Gross Income from other retirement accounts$213,000178
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$501,000195
Foundation and endowment and agency accounts income$139,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000152
YTD Gross income other trust accounts$11,000169
Gross Fiduciary activities income$1,384,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$111,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000166
YTD Gross Income employee benefit defined benefit$4,000183
YTD Gross Income from other retirement accounts$95,000196
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$220,000207
Foundation and endowment and agency accounts income$66,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000160
YTD Gross income other trust accounts$5,000152
Gross Fiduciary activities income$614,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$344,000442
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$312,000163
YTD Gross Income employee benefit defined benefit$16,000211
YTD Gross Income from other retirement accounts$355,000200
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$808,000210
Foundation and endowment and agency accounts income$268,000111
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$185,000158
YTD Gross income other trust accounts$38,000180
Gross Fiduciary activities income$2,326,000284
YTD fiduciary expense (Dec. only)$1,623,000283
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$703,000239
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$252,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$230,000162
YTD Gross Income employee benefit defined benefit$12,000185
YTD Gross Income from other retirement accounts$203,000223
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$662,000201
Foundation and endowment and agency accounts income$200,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$132,000154
YTD Gross income other trust accounts$20,000155
Gross Fiduciary activities income$1,711,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$173,000329
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000161
YTD Gross Income employee benefit defined benefit$8,000184
YTD Gross Income from other retirement accounts$132,000226
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$435,000202
Foundation and endowment and agency accounts income$133,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000152
YTD Gross income other trust accounts$9,000167
Gross Fiduciary activities income$1,134,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$87,000326
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000167
YTD Gross Income employee benefit defined benefit$4,000178
YTD Gross Income from other retirement accounts$82,000198
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$204,000205
Foundation and endowment and agency accounts income$68,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000144
YTD Gross income other trust accounts$4,000158
Gross Fiduciary activities income$568,000291
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$350,000425
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$265,000171
YTD Gross Income employee benefit defined benefit$5,000238
YTD Gross Income from other retirement accounts$327,000198
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$888,000195
Foundation and endowment and agency accounts income$249,000111
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$166,000155
YTD Gross income other trust accounts$35,000192
Gross Fiduciary activities income$2,285,000245
YTD fiduciary expense (Dec. only)$1,612,000285
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$673,000233
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$260,000319
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$209,000166
YTD Gross Income employee benefit defined benefit$4,000206
YTD Gross Income from other retirement accounts$252,000190
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$687,000189
Foundation and endowment and agency accounts income$183,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$128,000150
YTD Gross income other trust accounts$29,000153
Gross Fiduciary activities income$1,752,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$185,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000171
YTD Gross Income employee benefit defined benefit$2,000209
YTD Gross Income from other retirement accounts$164,000193
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$460,000193
Foundation and endowment and agency accounts income$120,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000148
YTD Gross income other trust accounts$17,000167
Gross Fiduciary activities income$1,166,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$86,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000169
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$82,000197
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$228,000191
Foundation and endowment and agency accounts income$58,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000154
YTD Gross income other trust accounts$6,000162
Gross Fiduciary activities income$576,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$357,000406
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$273,000174
YTD Gross Income employee benefit defined benefit$8,000241
YTD Gross Income from other retirement accounts$278,000212
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$936,000182
Foundation and endowment and agency accounts income$197,000122
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$143,000178
YTD Gross income other trust accounts$24,000222
Gross Fiduciary activities income$2,216,000242
YTD fiduciary expense (Dec. only)$1,765,000260
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$109,000102
YTD net fiduciary income (Dec. only)$560,000259
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$264,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000171
YTD Gross Income employee benefit defined benefit$6,000205
YTD Gross Income from other retirement accounts$206,000199
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$699,000176
Foundation and endowment and agency accounts income$143,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000168
YTD Gross income other trust accounts$20,000168
Gross Fiduciary activities income$1,630,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$179,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000168
YTD Gross Income employee benefit defined benefit$4,000200
YTD Gross Income from other retirement accounts$137,000201
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$510,000174
Foundation and endowment and agency accounts income$43,000151
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000160
YTD Gross income other trust accounts$13,000170
Gross Fiduciary activities income$1,095,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$91,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000172
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$67,000206
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$224,000187
Foundation and endowment and agency accounts income$43,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000174
YTD Gross income other trust accounts$9,000154
Gross Fiduciary activities income$538,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$385,000383
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$249,000172
YTD Gross Income employee benefit defined benefit$3,000261
YTD Gross Income from other retirement accounts$250,000208
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$845,000190
Foundation and endowment and agency accounts income$162,000119
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$126,000205
YTD Gross income other trust accounts$102,000160
Gross Fiduciary activities income$2,122,000235
YTD fiduciary expense (Dec. only)$1,760,000250
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$184,00086
YTD net fiduciary income (Dec. only)$546,000263
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$327,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$180,000172
YTD Gross Income employee benefit defined benefit$2,000210
YTD Gross Income from other retirement accounts$184,000202
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000187
YTD Gross income other trust accounts$74,000136
Gross Fiduciary activities income$1,582,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$218,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$120,000176
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$120,000203
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000192
YTD Gross income other trust accounts$63,000134
Gross Fiduciary activities income$1,061,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
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$119,000287
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000170
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$59,000202
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000185
YTD Gross income other trust accounts$29,000133
Gross Fiduciary activities income$540,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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
2008-12-31Rank
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$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,286,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,746,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,179,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$580,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,145,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,596,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,032,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$489,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,747,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,284,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$813,000317
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$390,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,326,000346
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$980,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$643,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$315,000343
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,086,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$801,000369
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$523,000376
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$260,000374
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$882,000408
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$643,000416
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$416,000431
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$207,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$883,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$785,000470
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$632,000530
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$408,000698
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$96,0001,019
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$01,590
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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