Home > Enterprise Bank & Trust > Gross Fiduciary and Related Services Income

Enterprise Bank & Trust, 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$2,327,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$921,00092
YTD Gross Income employee benefit defined benefit$32,000195
YTD Gross Income from other retirement accounts$110,000362
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$5,132,000157
Foundation and endowment and agency accounts income$44,000298
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$310,000139
YTD Gross income other trust accounts$185,000103
Gross Fiduciary activities income$9,061,000189
YTD fiduciary expense (Dec. only)$8,471,000145
YTD fiduciary net loss (Dec. only)$426,00052
YTD fiduciary intracompany income (Dec. only)$285,00079
YTD net fiduciary income (Dec. only)$449,000375
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$1,784,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$677,00092
YTD Gross Income employee benefit defined benefit$36,000177
YTD Gross Income from other retirement accounts$82,000291
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$3,892,000156
Foundation and endowment and agency accounts income$34,000253
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$232,000131
YTD Gross income other trust accounts$153,00097
Gross Fiduciary activities income$6,890,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,221,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$443,00094
YTD Gross Income employee benefit defined benefit$23,000183
YTD Gross Income from other retirement accounts$54,000355
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,500,000153
Foundation and endowment and agency accounts income$22,000295
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$154,000132
YTD Gross income other trust accounts$69,000112
Gross Fiduciary activities income$4,486,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$641,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,00098
YTD Gross Income employee benefit defined benefit$11,000132
YTD Gross Income from other retirement accounts$27,000301
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,250,000113
Foundation and endowment and agency accounts income$12,000252
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$77,000135
YTD Gross income other trust accounts$35,00098
Gross Fiduciary activities income$2,270,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,342,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$923,000102
YTD Gross Income employee benefit defined benefit$62,000139
YTD Gross Income from other retirement accounts$1,260,000139
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,899,000130
Foundation and endowment and agency accounts income$58,000296
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$319,000128
YTD Gross income other trust accounts$291,00096
Gross Fiduciary activities income$9,154,000189
YTD fiduciary expense (Dec. only)$6,125,000182
YTD fiduciary net loss (Dec. only)$24,000114
YTD fiduciary intracompany income (Dec. only)$564,00066
YTD net fiduciary income (Dec. only)$3,569,000166
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$1,793,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$701,000101
YTD Gross Income employee benefit defined benefit$52,000132
YTD Gross Income from other retirement accounts$1,040,000133
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,863,000134
Foundation and endowment and agency accounts income$45,000253
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$240,000124
YTD Gross income other trust accounts$195,00095
Gross Fiduciary activities income$6,929,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,231,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$474,00093
YTD Gross Income employee benefit defined benefit$38,000121
YTD Gross Income from other retirement accounts$708,000128
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,938,000121
Foundation and endowment and agency accounts income$30,000267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$163,000110
YTD Gross income other trust accounts$131,00083
Gross Fiduciary activities income$4,713,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$613,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$242,00094
YTD Gross Income employee benefit defined benefit$7,000139
YTD Gross Income from other retirement accounts$362,000127
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$994,000121
Foundation and endowment and agency accounts income$16,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000112
YTD Gross income other trust accounts$98,00063
Gross Fiduciary activities income$2,415,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,644,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$921,00099
YTD Gross Income employee benefit defined benefit$31,000150
YTD Gross Income from other retirement accounts$1,076,000159
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$4,186,000119
Foundation and endowment and agency accounts income$56,000265
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$424,00094
YTD Gross income other trust accounts$137,000101
Gross Fiduciary activities income$9,475,000161
YTD fiduciary expense (Dec. only)$7,517,000130
YTD fiduciary net loss (Dec. only)$15,000108
YTD fiduciary intracompany income (Dec. only)$339,00071
YTD net fiduciary income (Dec. only)$2,282,000199
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$1,960,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$684,00098
YTD Gross Income employee benefit defined benefit$20,000141
YTD Gross Income from other retirement accounts$708,000168
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$3,169,000116
Foundation and endowment and agency accounts income$43,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$336,00091
YTD Gross income other trust accounts$102,00098
Gross Fiduciary activities income$7,022,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,325,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$453,00099
YTD Gross Income employee benefit defined benefit$16,000147
YTD Gross Income from other retirement accounts$368,000195
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,146,000111
Foundation and endowment and agency accounts income$27,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$229,00091
YTD Gross income other trust accounts$69,000105
Gross Fiduciary activities income$4,633,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$666,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$226,000100
YTD Gross Income employee benefit defined benefit$8,000136
YTD Gross Income from other retirement accounts$148,000218
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,080,000108
Foundation and endowment and agency accounts income$13,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$121,00090
YTD Gross income other trust accounts$35,00094
Gross Fiduciary activities income$2,297,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,632,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$800,000100
YTD Gross Income employee benefit defined benefit$29,000150
YTD Gross Income from other retirement accounts$527,000225
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$3,761,000114
Foundation and endowment and agency accounts income$51,000258
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$552,00086
YTD Gross income other trust accounts$236,00086
Gross Fiduciary activities income$8,588,000160
YTD fiduciary expense (Dec. only)$6,937,000131
YTD fiduciary net loss (Dec. only)$39,00089
YTD fiduciary intracompany income (Dec. only)$635,00050
YTD net fiduciary income (Dec. only)$2,247,000163
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$1,974,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$579,000100
YTD Gross Income employee benefit defined benefit$21,000140
YTD Gross Income from other retirement accounts$385,000211
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$2,767,000113
Foundation and endowment and agency accounts income$38,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$418,00087
YTD Gross income other trust accounts$128,00099
Gross Fiduciary activities income$6,310,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,401,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$376,000106
YTD Gross Income employee benefit defined benefit$14,000151
YTD Gross Income from other retirement accounts$252,000226
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,818,000112
Foundation and endowment and agency accounts income$25,000252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$280,00086
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,166,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$712,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$199,000101
YTD Gross Income employee benefit defined benefit$6,000147
YTD Gross Income from other retirement accounts$127,000214
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$967,000111
Foundation and endowment and agency accounts income$13,000226
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,00092
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,163,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,058,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$761,000105
YTD Gross Income employee benefit defined benefit$29,000157
YTD Gross Income from other retirement accounts$491,000222
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$3,593,000113
Foundation and endowment and agency accounts income$54,000246
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$609,00084
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$8,595,000157
YTD fiduciary expense (Dec. only)$3,116,000231
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$663,00051
YTD net fiduciary income (Dec. only)$6,141,00090
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$2,258,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$559,000103
YTD Gross Income employee benefit defined benefit$22,000149
YTD Gross Income from other retirement accounts$370,000214
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$2,626,000114
Foundation and endowment and agency accounts income$41,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$452,00084
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$6,328,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,395,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$361,000108
YTD Gross Income employee benefit defined benefit$14,000150
YTD Gross Income from other retirement accounts$243,000222
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,650,000116
Foundation and endowment and agency accounts income$27,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$311,00084
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,001,000163
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
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$593,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000115
YTD Gross Income employee benefit defined benefit$9,000144
YTD Gross Income from other retirement accounts$121,000218
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$644,000131
Foundation and endowment and agency accounts income$13,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$146,00083
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,696,000178
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
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$2,733,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$714,000114
YTD Gross Income employee benefit defined benefit$42,000155
YTD Gross Income from other retirement accounts$486,000213
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$2,367,000142
Foundation and endowment and agency accounts income$80,000242
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$710,00079
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$7,132,000171
YTD fiduciary expense (Dec. only)$5,575,000150
YTD fiduciary net loss (Dec. only)$22,000107
YTD fiduciary intracompany income (Dec. only)$899,00043
YTD net fiduciary income (Dec. only)$2,434,000160
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$2,066,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$526,000114
YTD Gross Income employee benefit defined benefit$31,000144
YTD Gross Income from other retirement accounts$363,000212
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,804,000142
Foundation and endowment and agency accounts income$67,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$543,00078
YTD Gross income other trust accounts$23,000154
Gross Fiduciary activities income$5,423,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,415,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$347,000118
YTD Gross Income employee benefit defined benefit$18,000149
YTD Gross Income from other retirement accounts$234,000219
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,227,000135
Foundation and endowment and agency accounts income$46,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$365,00080
YTD Gross income other trust accounts$24,000145
Gross Fiduciary activities income$3,676,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$720,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$168,000114
YTD Gross Income employee benefit defined benefit$10,000142
YTD Gross Income from other retirement accounts$119,000222
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$630,000135
Foundation and endowment and agency accounts income$23,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,00078
YTD Gross income other trust accounts$8,000142
Gross Fiduciary activities income$1,855,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,796,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$616,000124
YTD Gross Income employee benefit defined benefit$40,000163
YTD Gross Income from other retirement accounts$431,000221
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$2,485,000133
Foundation and endowment and agency accounts income$118,000214
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$687,00079
YTD Gross income other trust accounts$4,000259
Gross Fiduciary activities income$7,177,000169
YTD fiduciary expense (Dec. only)$5,334,000152
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$757,00049
YTD net fiduciary income (Dec. only)$2,600,000143
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$2,048,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$443,000120
YTD Gross Income employee benefit defined benefit$30,000144
YTD Gross Income from other retirement accounts$318,000217
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,869,000131
Foundation and endowment and agency accounts income$88,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$510,00078
YTD Gross income other trust accounts$4,000191
Gross Fiduciary activities income$5,310,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,332,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$292,000122
YTD Gross Income employee benefit defined benefit$20,000145
YTD Gross Income from other retirement accounts$208,000216
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,238,000128
Foundation and endowment and agency accounts income$59,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$339,00080
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,488,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$597,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000123
YTD Gross Income employee benefit defined benefit$10,000145
YTD Gross Income from other retirement accounts$101,000220
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$608,000133
Foundation and endowment and agency accounts income$30,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,00083
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,644,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,032,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$507,000136
YTD Gross Income employee benefit defined benefit$43,000158
YTD Gross Income from other retirement accounts$392,000215
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$2,183,000134
Foundation and endowment and agency accounts income$132,000195
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$616,00083
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$5,905,000177
YTD fiduciary expense (Dec. only)$5,306,000150
YTD fiduciary net loss (Dec. only)$600,00021
YTD fiduciary intracompany income (Dec. only)$649,00051
YTD net fiduciary income (Dec. only)$648,000289
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$1,493,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,000133
YTD Gross Income employee benefit defined benefit$33,000143
YTD Gross Income from other retirement accounts$297,000210
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,626,000135
Foundation and endowment and agency accounts income$101,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$466,00084
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$4,383,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$992,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$241,000134
YTD Gross Income employee benefit defined benefit$24,000138
YTD Gross Income from other retirement accounts$196,000215
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,063,000138
Foundation and endowment and agency accounts income$72,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$315,00083
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,903,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$514,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000132
YTD Gross Income employee benefit defined benefit$12,000142
YTD Gross Income from other retirement accounts$99,000214
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$524,000138
Foundation and endowment and agency accounts income$44,000151
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,00084
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,461,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,994,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$500,000135
YTD Gross Income employee benefit defined benefit$45,000162
YTD Gross Income from other retirement accounts$435,000204
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$2,159,000132
Foundation and endowment and agency accounts income$245,000140
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$628,00086
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$6,006,000177
YTD fiduciary expense (Dec. only)$5,503,000148
YTD fiduciary net loss (Dec. only)$139,00040
YTD fiduciary intracompany income (Dec. only)$680,00053
YTD net fiduciary income (Dec. only)$1,044,000232
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$1,540,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$379,000135
YTD Gross Income employee benefit defined benefit$31,000153
YTD Gross Income from other retirement accounts$329,000193
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,611,000133
Foundation and endowment and agency accounts income$186,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$476,00085
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,552,000178
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
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$993,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$260,000135
YTD Gross Income employee benefit defined benefit$16,000163
YTD Gross Income from other retirement accounts$228,000190
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,081,000133
Foundation and endowment and agency accounts income$122,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$318,00084
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,018,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$509,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000126
YTD Gross Income employee benefit defined benefit$7,000160
YTD Gross Income from other retirement accounts$116,000193
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$535,000135
Foundation and endowment and agency accounts income$62,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$147,00087
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,517,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,941,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$415,000143
YTD Gross Income employee benefit defined benefit$31,000177
YTD Gross Income from other retirement accounts$477,000189
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$2,220,000127
Foundation and endowment and agency accounts income$247,000134
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$606,00083
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$5,937,000174
YTD fiduciary expense (Dec. only)$6,221,000138
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$609,00053
YTD net fiduciary income (Dec. only)$325,000399
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$1,447,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000144
YTD Gross Income employee benefit defined benefit$24,000161
YTD Gross Income from other retirement accounts$355,000182
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,680,000128
Foundation and endowment and agency accounts income$182,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$460,00084
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$4,454,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$985,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000149
YTD Gross Income employee benefit defined benefit$17,000160
YTD Gross Income from other retirement accounts$231,000184
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,143,000124
Foundation and endowment and agency accounts income$116,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$312,00082
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,991,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$482,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000135
YTD Gross Income employee benefit defined benefit$7,000167
YTD Gross Income from other retirement accounts$112,000189
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$603,000122
Foundation and endowment and agency accounts income$57,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,00089
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,530,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,054,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$461,000139
YTD Gross Income employee benefit defined benefit$32,000176
YTD Gross Income from other retirement accounts$596,000143
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$2,257,000123
Foundation and endowment and agency accounts income$229,000130
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$759,00079
YTD Gross income other trust accounts$7,000251
Gross Fiduciary activities income$6,395,000155
YTD fiduciary expense (Dec. only)$6,515,000128
YTD fiduciary net loss (Dec. only)$139,00042
YTD fiduciary intracompany income (Dec. only)$915,00042
YTD net fiduciary income (Dec. only)$656,000276
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$1,569,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$343,000139
YTD Gross Income employee benefit defined benefit$23,000159
YTD Gross Income from other retirement accounts$477,000133
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,706,000118
Foundation and endowment and agency accounts income$172,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$564,00077
YTD Gross income other trust accounts$4,000190
Gross Fiduciary activities income$4,858,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,053,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,000141
YTD Gross Income employee benefit defined benefit$16,000153
YTD Gross Income from other retirement accounts$349,000120
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,194,000112
Foundation and endowment and agency accounts income$110,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$372,00076
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,317,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$525,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000133
YTD Gross Income employee benefit defined benefit$6,000168
YTD Gross Income from other retirement accounts$180,000117
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$628,000110
Foundation and endowment and agency accounts income$54,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$167,00078
YTD Gross income other trust accounts$12,000131
Gross Fiduciary activities income$1,686,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,317,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$474,000137
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$589,000136
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$2,451,000108
Foundation and endowment and agency accounts income$178,000144
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$671,00081
YTD Gross income other trust accounts$18,000217
Gross Fiduciary activities income$6,698,000147
YTD fiduciary expense (Dec. only)$7,072,000118
YTD fiduciary net loss (Dec. only)$333,00030
YTD fiduciary intracompany income (Dec. only)$870,00043
YTD net fiduciary income (Dec. only)$163,000427
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$1,791,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000133
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$435,000130
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,810,000107
Foundation and endowment and agency accounts income$131,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$506,00076
YTD Gross income other trust accounts$18,000160
Gross Fiduciary activities income$5,053,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,229,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$239,000132
YTD Gross Income employee benefit defined benefit$6,000189
YTD Gross Income from other retirement accounts$416,00097
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,071,000111
Foundation and endowment and agency accounts income$82,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$349,00073
YTD Gross income other trust accounts$12,000162
Gross Fiduciary activities income$3,404,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$541,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000271
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$112,000162
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$780,00083
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$152,00078
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,592,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,915,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000353
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$340,000190
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$3,321,00071
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$571,00087
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$6,169,000131
YTD fiduciary expense (Dec. only)$6,280,000123
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$94,000109
YTD net fiduciary income (Dec. only)$-17,0007,298
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$1,475,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000285
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$257,000184
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,473,00071
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$444,00086
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,665,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$975,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000290
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$167,000191
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,557,00077
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$306,00084
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,016,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$483,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000262
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$197,00098
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$653,00095
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,00083
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,508,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,919,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000319
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$722,000100
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$2,084,000107
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$567,00093
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$5,338,000137
YTD fiduciary expense (Dec. only)$6,879,000112
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$102,000105
YTD net fiduciary income (Dec. only)$-1,439,0007,645
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$1,336,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000254
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$533,000100
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,556,000105
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$432,00090
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$3,891,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$931,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000265
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$357,000103
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,099,00099
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$305,00084
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,714,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$452,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000259
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$178,00098
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$574,00096
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,00086
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,363,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,564,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000338
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$202,000238
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,634,00081
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$502,000100
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$4,938,000145
YTD fiduciary expense (Dec. only)$6,806,000110
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$154,00092
YTD net fiduciary income (Dec. only)$-1,714,0007,996
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$1,164,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000263
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$133,000232
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$367,00099
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$3,832,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$763,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000272
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$84,000237
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$262,000100
YTD Gross income other trust accounts$232,00087
Gross Fiduciary activities income$2,606,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$347,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000276
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$46,000225
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$137,00095
YTD Gross income other trust accounts$124,00076
Gross Fiduciary activities income$1,310,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,341,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,822,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,243,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,624,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,988,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,207,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,461,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,645,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,350,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,585,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,010,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,419,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,484,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,925,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,595,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,279,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,682,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,383,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,192,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,031,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,423,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,489,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,605,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$757,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,616,000317
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$72,000115
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,149,000392
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$433,000642
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$138,000936
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,0001,349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,590
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA