Home > Central Pacific Bank > Gross Fiduciary and Related Services Income

Central Pacific 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$1,461,000255
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$8,000215
YTD Gross Income from other retirement accounts$287,000300
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,345,000280
Foundation and endowment and agency accounts income$127,000245
YTD Gross income other trust and agency accounts$19,00072
YTD Gross income custody and safekeeping agency accounts$1,396,00070
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,643,000268
YTD fiduciary expense (Dec. only)$5,854,000195
YTD fiduciary net loss (Dec. only)$30,000135
YTD fiduciary intracompany income (Dec. only)$2,667,00039
YTD net fiduciary income (Dec. only)$1,426,000248
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$1,076,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$6,000202
YTD Gross Income from other retirement accounts$216,000252
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$988,000263
Foundation and endowment and agency accounts income$101,000211
YTD Gross income other trust and agency accounts$13,00065
YTD Gross income custody and safekeeping agency accounts$1,060,00071
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,460,000271
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
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$732,000257
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$4,000216
YTD Gross Income from other retirement accounts$137,000301
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$631,000281
Foundation and endowment and agency accounts income$67,000235
YTD Gross income other trust and agency accounts$11,00061
YTD Gross income custody and safekeeping agency accounts$730,00067
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,312,000264
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
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$415,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$2,000156
YTD Gross Income from other retirement accounts$68,000262
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$306,000225
Foundation and endowment and agency accounts income$33,000211
YTD Gross income other trust and agency accounts$5,00057
YTD Gross income custody and safekeeping agency accounts$460,00068
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,289,000264
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
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$1,380,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$8,000187
YTD Gross Income from other retirement accounts$296,000308
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,382,000235
Foundation and endowment and agency accounts income$139,000243
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$1,331,00075
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$4,536,000282
YTD fiduciary expense (Dec. only)$5,789,000192
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$2,696,00041
YTD net fiduciary income (Dec. only)$1,443,000274
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$1,070,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$6,000172
YTD Gross Income from other retirement accounts$228,000271
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,065,000221
Foundation and endowment and agency accounts income$106,000216
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$1,023,00073
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,498,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$661,000255
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$4,000170
YTD Gross Income from other retirement accounts$157,000284
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$740,000205
Foundation and endowment and agency accounts income$73,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$707,00064
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,342,000245
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
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$302,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$4,000148
YTD Gross Income from other retirement accounts$81,000253
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$396,000193
Foundation and endowment and agency accounts income$38,000195
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$333,00069
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,154,000250
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
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$1,264,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$85,000120
YTD Gross Income from other retirement accounts$326,000283
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,455,000206
Foundation and endowment and agency accounts income$155,000214
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,790,00057
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$5,075,000233
YTD fiduciary expense (Dec. only)$5,055,000174
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$2,204,00033
YTD net fiduciary income (Dec. only)$2,224,000201
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$939,000239
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$64,000113
YTD Gross Income from other retirement accounts$243,000253
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,068,000197
Foundation and endowment and agency accounts income$111,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,367,00054
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,792,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$622,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$42,000120
YTD Gross Income from other retirement accounts$160,000281
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$701,000204
Foundation and endowment and agency accounts income$72,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$903,00056
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,500,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$303,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$21,000112
YTD Gross Income from other retirement accounts$79,000253
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$349,000196
Foundation and endowment and agency accounts income$33,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$446,00057
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,231,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,151,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$80,000121
YTD Gross Income from other retirement accounts$309,000276
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,349,000198
Foundation and endowment and agency accounts income$116,000218
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,824,00057
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$4,829,000226
YTD fiduciary expense (Dec. only)$4,796,000176
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$2,256,00031
YTD net fiduciary income (Dec. only)$2,289,000161
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$903,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$60,000114
YTD Gross Income from other retirement accounts$232,000245
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,021,000189
Foundation and endowment and agency accounts income$84,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,416,00055
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,716,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$656,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$40,000119
YTD Gross Income from other retirement accounts$155,000272
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$672,000195
Foundation and endowment and agency accounts income$52,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$992,00055
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,567,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$350,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$20,000112
YTD Gross Income from other retirement accounts$79,000242
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$337,000188
Foundation and endowment and agency accounts income$27,000195
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$484,00060
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,297,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,126,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$81,000123
YTD Gross Income from other retirement accounts$304,000268
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,223,000204
Foundation and endowment and agency accounts income$106,000212
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,555,00060
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$4,395,000230
YTD fiduciary expense (Dec. only)$4,468,000183
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$2,069,00033
YTD net fiduciary income (Dec. only)$1,996,000175
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$839,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$61,000120
YTD Gross Income from other retirement accounts$224,000248
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$907,000204
Foundation and endowment and agency accounts income$79,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,110,00062
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,220,000233
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
2019-06-30Rank
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$590,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$47,000118
YTD Gross Income from other retirement accounts$145,000268
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$592,000209
Foundation and endowment and agency accounts income$52,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$668,00063
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,094,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$252,000267
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$23,000115
YTD Gross Income from other retirement accounts$71,000270
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$292,000207
Foundation and endowment and agency accounts income$26,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$301,00062
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$965,000242
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
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$887,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000319
YTD Gross Income employee benefit defined benefit$99,000124
YTD Gross Income from other retirement accounts$262,000284
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,217,000211
Foundation and endowment and agency accounts income$116,000221
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$1,647,00061
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$4,245,000232
YTD fiduciary expense (Dec. only)$4,494,000173
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$2,875,00031
YTD net fiduciary income (Dec. only)$2,626,000153
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$681,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000280
YTD Gross Income employee benefit defined benefit$76,000121
YTD Gross Income from other retirement accounts$190,000274
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$886,000214
Foundation and endowment and agency accounts income$89,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,193,00061
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,132,000235
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
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$398,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000266
YTD Gross Income employee benefit defined benefit$52,000121
YTD Gross Income from other retirement accounts$126,000278
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$590,000215
Foundation and endowment and agency accounts income$62,000205
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$728,00062
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,973,000246
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
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$162,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000260
YTD Gross Income employee benefit defined benefit$26,000118
YTD Gross Income from other retirement accounts$63,000279
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$302,000208
Foundation and endowment and agency accounts income$35,000195
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$359,00061
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$956,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$657,000345
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000246
YTD Gross Income employee benefit defined benefit$103,000122
YTD Gross Income from other retirement accounts$239,000292
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,103,000216
Foundation and endowment and agency accounts income$137,000199
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$1,327,00061
YTD Gross income other trust accounts$16,000210
Gross Fiduciary activities income$3,674,000248
YTD fiduciary expense (Dec. only)$4,905,000162
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$2,147,00033
YTD net fiduciary income (Dec. only)$916,000259
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$496,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000213
YTD Gross Income employee benefit defined benefit$77,000117
YTD Gross Income from other retirement accounts$178,000272
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$804,000213
Foundation and endowment and agency accounts income$102,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$979,00062
YTD Gross income other trust accounts$23,000156
Gross Fiduciary activities income$2,739,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$340,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000217
YTD Gross Income employee benefit defined benefit$52,000117
YTD Gross Income from other retirement accounts$118,000269
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$531,000213
Foundation and endowment and agency accounts income$68,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$647,00063
YTD Gross income other trust accounts$24,000140
Gross Fiduciary activities income$1,828,000245
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
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$172,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000216
YTD Gross Income employee benefit defined benefit$26,000115
YTD Gross Income from other retirement accounts$58,000269
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$262,000216
Foundation and endowment and agency accounts income$34,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$288,00064
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$864,000258
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
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$700,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000230
YTD Gross Income employee benefit defined benefit$104,000120
YTD Gross Income from other retirement accounts$220,000297
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,058,000209
Foundation and endowment and agency accounts income$137,000188
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$1,087,00063
YTD Gross income other trust accounts$12,000241
Gross Fiduciary activities income$3,435,000248
YTD fiduciary expense (Dec. only)$4,097,000180
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$2,044,00031
YTD net fiduciary income (Dec. only)$1,382,000190
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$533,000293
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000210
YTD Gross Income employee benefit defined benefit$78,000118
YTD Gross Income from other retirement accounts$164,000271
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$790,000204
Foundation and endowment and agency accounts income$103,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$809,00066
YTD Gross income other trust accounts$15,000172
Gross Fiduciary activities income$2,577,000247
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
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$359,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000213
YTD Gross Income employee benefit defined benefit$52,000118
YTD Gross Income from other retirement accounts$107,000276
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$514,000208
Foundation and endowment and agency accounts income$68,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$530,00063
YTD Gross income other trust accounts$10,000173
Gross Fiduciary activities income$1,697,000252
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
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$175,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000210
YTD Gross Income employee benefit defined benefit$26,000121
YTD Gross Income from other retirement accounts$52,000281
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$243,000212
Foundation and endowment and agency accounts income$34,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$270,00062
YTD Gross income other trust accounts$11,000138
Gross Fiduciary activities income$840,000250
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
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$760,000319
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$136,000224
YTD Gross Income employee benefit defined benefit$109,000128
YTD Gross Income from other retirement accounts$199,000313
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$936,000222
Foundation and endowment and agency accounts income$143,000190
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$1,059,00063
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$3,343,000254
YTD fiduciary expense (Dec. only)$4,957,000159
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$2,298,00028
YTD net fiduciary income (Dec. only)$684,000296
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$584,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000205
YTD Gross Income employee benefit defined benefit$82,000121
YTD Gross Income from other retirement accounts$149,000281
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$693,000219
Foundation and endowment and agency accounts income$109,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$788,00066
YTD Gross income other trust accounts$8,000180
Gross Fiduciary activities income$2,518,000255
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
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$393,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000206
YTD Gross Income employee benefit defined benefit$55,000122
YTD Gross Income from other retirement accounts$99,000284
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$458,000224
Foundation and endowment and agency accounts income$73,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$513,00070
YTD Gross income other trust accounts$4,000183
Gross Fiduciary activities income$1,664,000259
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
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$198,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000210
YTD Gross Income employee benefit defined benefit$27,000116
YTD Gross Income from other retirement accounts$49,000285
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$228,000223
Foundation and endowment and agency accounts income$37,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$251,00069
YTD Gross income other trust accounts$10,000142
Gross Fiduciary activities income$834,000259
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
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$772,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000227
YTD Gross Income employee benefit defined benefit$80,000136
YTD Gross Income from other retirement accounts$199,000312
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$909,000223
Foundation and endowment and agency accounts income$145,000175
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$1,008,00068
YTD Gross income other trust accounts$302,00080
Gross Fiduciary activities income$3,552,000241
YTD fiduciary expense (Dec. only)$4,831,000160
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$981,00040
YTD net fiduciary income (Dec. only)$-298,0006,494
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$577,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000214
YTD Gross Income employee benefit defined benefit$52,000133
YTD Gross Income from other retirement accounts$146,000281
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$672,000223
Foundation and endowment and agency accounts income$109,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$753,00070
YTD Gross income other trust accounts$274,00079
Gross Fiduciary activities income$2,687,000241
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
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$377,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000211
YTD Gross Income employee benefit defined benefit$30,000135
YTD Gross Income from other retirement accounts$94,000284
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$444,000223
Foundation and endowment and agency accounts income$72,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$502,00070
YTD Gross income other trust accounts$300,00061
Gross Fiduciary activities income$1,890,000239
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
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$182,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000211
YTD Gross Income employee benefit defined benefit$15,000137
YTD Gross Income from other retirement accounts$44,000291
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$223,000222
Foundation and endowment and agency accounts income$35,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$241,00069
YTD Gross income other trust accounts$286,00039
Gross Fiduciary activities income$1,062,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$679,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$142,000216
YTD Gross Income employee benefit defined benefit$66,000139
YTD Gross Income from other retirement accounts$151,000328
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$783,000233
Foundation and endowment and agency accounts income$135,000174
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$899,00073
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,855,000273
YTD fiduciary expense (Dec. only)$4,685,000161
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$945,00041
YTD net fiduciary income (Dec. only)$-885,0006,807
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$509,000293
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000201
YTD Gross Income employee benefit defined benefit$50,000128
YTD Gross Income from other retirement accounts$109,000283
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$571,000223
Foundation and endowment and agency accounts income$100,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$660,00070
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,107,000269
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
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$339,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000200
YTD Gross Income employee benefit defined benefit$34,000122
YTD Gross Income from other retirement accounts$71,000285
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$374,000225
Foundation and endowment and agency accounts income$67,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$423,00071
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,383,000272
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
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$182,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000195
YTD Gross Income employee benefit defined benefit$17,000123
YTD Gross Income from other retirement accounts$34,000288
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$183,000226
Foundation and endowment and agency accounts income$33,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$205,00071
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$697,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$592,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$245,000185
YTD Gross Income employee benefit defined benefit$100,000118
YTD Gross Income from other retirement accounts$137,000329
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$659,000240
Foundation and endowment and agency accounts income$125,000173
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$741,00074
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$2,599,000268
YTD fiduciary expense (Dec. only)$4,546,000155
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$855,00046
YTD net fiduciary income (Dec. only)$-1,092,0007,071
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$520,000273
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$273,000150
YTD Gross Income employee benefit defined benefit$326,00068
YTD Gross Income from other retirement accounts$141,000263
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$485,000230
Foundation and endowment and agency accounts income$26,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$159,000140
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,930,000267
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
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$331,000278
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000153
YTD Gross Income employee benefit defined benefit$213,00067
YTD Gross Income from other retirement accounts$94,000263
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$322,000231
Foundation and endowment and agency accounts income$17,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000139
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,268,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$167,000278
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000153
YTD Gross Income employee benefit defined benefit$97,00069
YTD Gross Income from other retirement accounts$46,000260
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$165,000224
Foundation and endowment and agency accounts income$9,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000135
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$626,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$728,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$440,000141
YTD Gross Income employee benefit defined benefit$475,00066
YTD Gross Income from other retirement accounts$262,000230
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$633,000233
Foundation and endowment and agency accounts income$37,000245
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$219,000132
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,794,000210
YTD fiduciary expense (Dec. only)$3,764,000165
YTD fiduciary net loss (Dec. only)$158,00038
YTD fiduciary intracompany income (Dec. only)$2,000158
YTD net fiduciary income (Dec. only)$-1,126,0007,346
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$520,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$354,000135
YTD Gross Income employee benefit defined benefit$377,00067
YTD Gross Income from other retirement accounts$216,000210
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$480,000227
Foundation and endowment and agency accounts income$27,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,000133
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,136,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$354,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000127
YTD Gross Income employee benefit defined benefit$251,00064
YTD Gross Income from other retirement accounts$162,000195
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$335,000221
Foundation and endowment and agency accounts income$18,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000132
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,500,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$184,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000131
YTD Gross Income employee benefit defined benefit$164,00058
YTD Gross Income from other retirement accounts$40,000270
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$176,000220
Foundation and endowment and agency accounts income$9,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000134
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$761,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$868,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$505,000137
YTD Gross Income employee benefit defined benefit$545,00061
YTD Gross Income from other retirement accounts$294,000207
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$692,000213
Foundation and endowment and agency accounts income$52,000228
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$248,000127
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$3,204,000194
YTD fiduciary expense (Dec. only)$4,334,000154
YTD fiduciary net loss (Dec. only)$14,000105
YTD fiduciary intracompany income (Dec. only)$2,000158
YTD net fiduciary income (Dec. only)$-1,142,0007,644
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$608,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$378,000133
YTD Gross Income employee benefit defined benefit$455,00058
YTD Gross Income from other retirement accounts$217,000193
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$488,000211
Foundation and endowment and agency accounts income$39,000188
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,000127
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,373,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$415,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$254,000129
YTD Gross Income employee benefit defined benefit$340,00054
YTD Gross Income from other retirement accounts$145,000193
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$311,000215
Foundation and endowment and agency accounts income$27,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000128
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,622,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$203,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000118
YTD Gross Income employee benefit defined benefit$131,00064
YTD Gross Income from other retirement accounts$84,000173
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$159,000217
Foundation and endowment and agency accounts income$17,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000125
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$811,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$725,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$452,000131
YTD Gross Income employee benefit defined benefit$732,00050
YTD Gross Income from other retirement accounts$237,000215
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$742,000203
Foundation and endowment and agency accounts income$34,000223
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$775,00081
YTD Gross income other trust accounts$62,000192
Gross Fiduciary activities income$3,759,000171
YTD fiduciary expense (Dec. only)$3,876,000168
YTD fiduciary net loss (Dec. only)$12,000134
YTD fiduciary intracompany income (Dec. only)$8,000145
YTD net fiduciary income (Dec. only)$-121,0007,948
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$529,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$359,000127
YTD Gross Income employee benefit defined benefit$410,00056
YTD Gross Income from other retirement accounts$175,000209
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$666,00078
YTD Gross income other trust accounts$183,000103
Gross Fiduciary activities income$2,843,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$345,000259
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$304,000112
YTD Gross Income employee benefit defined benefit$275,00056
YTD Gross Income from other retirement accounts$110,000209
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$505,00079
YTD Gross income other trust accounts$28,000164
Gross Fiduciary activities income$1,969,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$188,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000140
YTD Gross Income employee benefit defined benefit$131,00056
YTD Gross Income from other retirement accounts$74,000176
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$276,00072
YTD Gross income other trust accounts$13,000159
Gross Fiduciary activities income$970,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,921,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,940,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,995,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,005,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$3,566,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,583,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,615,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$761,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,915,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,157,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,417,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$677,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$2,431,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,763,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,114,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$533,000258
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
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$50,000113
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,224,000243
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
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$1,690,000239
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
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$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
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$549,000253
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
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$170,00079
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,793,000281
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
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$1,290,000297
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$842,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$446,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$152,00091
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,380,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,225,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$1,079,000409
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$792,000517
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$644,000557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$440,000696
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$312,000847
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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$173,0001,036
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$79,0001,223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,0001,500
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (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