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Johnson Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,349,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,663,00026
YTD Gross Income employee benefit defined benefit$157,00090
YTD Gross Income from other retirement accounts$1,244,000137
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,296,000213
Foundation and endowment and agency accounts income$704,000106
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$113,000229
YTD Gross income other trust accounts$24,000163
Gross Fiduciary activities income$19,550,000117
YTD fiduciary expense (Dec. only)$32,754,00067
YTD fiduciary net loss (Dec. only)$131,00077
YTD fiduciary intracompany income (Dec. only)$1,103,00050
YTD net fiduciary income (Dec. only)$-12,232,0004,550
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$7,394,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,236,00026
YTD Gross Income employee benefit defined benefit$101,000101
YTD Gross Income from other retirement accounts$1,136,000118
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,930,000198
Foundation and endowment and agency accounts income$600,00089
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$88,000213
YTD Gross income other trust accounts$22,000134
Gross Fiduciary activities income$15,507,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,182,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,740,00026
YTD Gross Income employee benefit defined benefit$50,000154
YTD Gross Income from other retirement accounts$992,00097
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,504,000186
Foundation and endowment and agency accounts income$496,00082
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$61,000216
YTD Gross income other trust accounts$15,000151
Gross Fiduciary activities income$11,040,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,842,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,341,00024
YTD Gross Income employee benefit defined benefit$1,000161
YTD Gross Income from other retirement accounts$630,00087
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$827,000137
Foundation and endowment and agency accounts income$265,00084
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$35,000199
YTD Gross income other trust accounts$9,000124
Gross Fiduciary activities income$5,950,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$12,591,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,558,00028
YTD Gross Income employee benefit defined benefit$196,00096
YTD Gross Income from other retirement accounts$6,322,00043
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,532,000105
Foundation and endowment and agency accounts income$1,177,00080
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$171,000186
YTD Gross income other trust accounts$12,000184
Gross Fiduciary activities income$31,559,00090
YTD fiduciary expense (Dec. only)$29,857,00075
YTD fiduciary net loss (Dec. only)$28,000107
YTD fiduciary intracompany income (Dec. only)$1,702,00045
YTD net fiduciary income (Dec. only)$3,376,000175
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$9,947,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,217,00028
YTD Gross Income employee benefit defined benefit$149,00094
YTD Gross Income from other retirement accounts$5,356,00035
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$4,472,000102
Foundation and endowment and agency accounts income$904,00079
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$129,000177
YTD Gross income other trust accounts$5,000165
Gross Fiduciary activities income$25,179,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,492,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,796,00024
YTD Gross Income employee benefit defined benefit$104,00086
YTD Gross Income from other retirement accounts$3,690,00032
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$3,002,00092
Foundation and endowment and agency accounts income$618,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000166
YTD Gross income other trust accounts$3,000173
Gross Fiduciary activities income$16,790,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,286,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,486,00024
YTD Gross Income employee benefit defined benefit$53,00089
YTD Gross Income from other retirement accounts$1,932,00033
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,574,00088
Foundation and endowment and agency accounts income$319,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000162
YTD Gross income other trust accounts$2,000138
Gross Fiduciary activities income$8,696,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$12,853,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,168,00027
YTD Gross Income employee benefit defined benefit$226,00086
YTD Gross Income from other retirement accounts$7,903,00030
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$6,277,00087
Foundation and endowment and agency accounts income$1,221,00068
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$185,000154
YTD Gross income other trust accounts$14,000162
Gross Fiduciary activities income$34,847,00069
YTD fiduciary expense (Dec. only)$26,885,00064
YTD fiduciary net loss (Dec. only)$21,00098
YTD fiduciary intracompany income (Dec. only)$455,00064
YTD net fiduciary income (Dec. only)$8,396,00091
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$9,542,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,812,00026
YTD Gross Income employee benefit defined benefit$168,00084
YTD Gross Income from other retirement accounts$5,964,00031
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$4,747,00085
Foundation and endowment and agency accounts income$912,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,000145
YTD Gross income other trust accounts$12,000140
Gross Fiduciary activities income$26,298,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,010,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,265,00026
YTD Gross Income employee benefit defined benefit$111,00083
YTD Gross Income from other retirement accounts$3,948,00031
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,050,00085
Foundation and endowment and agency accounts income$599,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000147
YTD Gross income other trust accounts$9,000154
Gross Fiduciary activities income$17,091,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,355,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,544,00026
YTD Gross Income employee benefit defined benefit$55,00088
YTD Gross Income from other retirement accounts$1,931,00031
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$3,037,00055
Foundation and endowment and agency accounts income$294,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000151
YTD Gross income other trust accounts$4,000133
Gross Fiduciary activities income$8,266,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,461,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,181,00025
YTD Gross Income employee benefit defined benefit$220,00089
YTD Gross Income from other retirement accounts$6,842,00030
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$11,449,00057
Foundation and endowment and agency accounts income$1,050,00066
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$194,000151
YTD Gross income other trust accounts$12,000179
Gross Fiduciary activities income$31,409,00069
YTD fiduciary expense (Dec. only)$26,032,00062
YTD fiduciary net loss (Dec. only)$70,00066
YTD fiduciary intracompany income (Dec. only)$400,00064
YTD net fiduciary income (Dec. only)$5,707,00098
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$4,064,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,526,00025
YTD Gross Income employee benefit defined benefit$142,00090
YTD Gross Income from other retirement accounts$4,984,00031
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$8,423,00057
Foundation and endowment and agency accounts income$774,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000146
YTD Gross income other trust accounts$9,000155
Gross Fiduciary activities income$23,066,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,722,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,955,00025
YTD Gross Income employee benefit defined benefit$107,00090
YTD Gross Income from other retirement accounts$3,227,00029
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$5,478,00057
Foundation and endowment and agency accounts income$509,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000152
YTD Gross income other trust accounts$5,000169
Gross Fiduciary activities income$15,095,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,315,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,427,00026
YTD Gross Income employee benefit defined benefit$52,00085
YTD Gross Income from other retirement accounts$1,589,00033
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$2,706,00059
Foundation and endowment and agency accounts income$260,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000159
YTD Gross income other trust accounts$3,000146
Gross Fiduciary activities income$7,395,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,790,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,610,00027
YTD Gross Income employee benefit defined benefit$201,00090
YTD Gross Income from other retirement accounts$6,533,00029
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$10,861,00054
Foundation and endowment and agency accounts income$1,059,00065
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$232,000138
YTD Gross income other trust accounts$12,000176
Gross Fiduciary activities income$30,298,00067
YTD fiduciary expense (Dec. only)$26,730,00058
YTD fiduciary net loss (Dec. only)$68,00061
YTD fiduciary intracompany income (Dec. only)$484,00060
YTD net fiduciary income (Dec. only)$3,984,000116
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$4,363,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,152,00029
YTD Gross Income employee benefit defined benefit$147,00088
YTD Gross Income from other retirement accounts$4,823,00031
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$8,011,00055
Foundation and endowment and agency accounts income$778,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$175,000130
YTD Gross income other trust accounts$8,000165
Gross Fiduciary activities income$22,457,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,991,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,760,00029
YTD Gross Income employee benefit defined benefit$96,00091
YTD Gross Income from other retirement accounts$3,178,00031
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$5,347,00054
Foundation and endowment and agency accounts income$507,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,000131
YTD Gross income other trust accounts$7,000165
Gross Fiduciary activities income$15,004,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,487,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,374,00031
YTD Gross Income employee benefit defined benefit$46,00094
YTD Gross Income from other retirement accounts$1,562,00031
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,642,00055
Foundation and endowment and agency accounts income$251,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000129
YTD Gross income other trust accounts$4,000147
Gross Fiduciary activities income$7,426,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,891,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,220,00032
YTD Gross Income employee benefit defined benefit$172,000101
YTD Gross Income from other retirement accounts$6,102,00032
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$10,246,00056
Foundation and endowment and agency accounts income$1,014,00068
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$268,000127
YTD Gross income other trust accounts$10,000207
Gross Fiduciary activities income$28,923,00068
YTD fiduciary expense (Dec. only)$26,225,00058
YTD fiduciary net loss (Dec. only)$-30,0005,403
YTD fiduciary intracompany income (Dec. only)$584,00060
YTD net fiduciary income (Dec. only)$3,312,000133
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$4,604,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,949,00033
YTD Gross Income employee benefit defined benefit$148,00094
YTD Gross Income from other retirement accounts$4,620,00031
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$7,741,00055
Foundation and endowment and agency accounts income$769,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$197,000126
YTD Gross income other trust accounts$4,000192
Gross Fiduciary activities income$22,032,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,964,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,600,00033
YTD Gross Income employee benefit defined benefit$100,00095
YTD Gross Income from other retirement accounts$3,042,00033
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$5,122,00056
Foundation and endowment and agency accounts income$513,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000126
YTD Gross income other trust accounts$2,000187
Gross Fiduciary activities income$14,473,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,423,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,280,00033
YTD Gross Income employee benefit defined benefit$51,00095
YTD Gross Income from other retirement accounts$1,482,00035
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,468,00059
Foundation and endowment and agency accounts income$259,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000131
YTD Gross income other trust accounts$1,000181
Gross Fiduciary activities income$7,025,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,462,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,001,00031
YTD Gross Income employee benefit defined benefit$198,000100
YTD Gross Income from other retirement accounts$5,708,00032
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$9,446,00056
Foundation and endowment and agency accounts income$952,00066
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$252,000130
YTD Gross income other trust accounts$6,000247
Gross Fiduciary activities income$27,026,00068
YTD fiduciary expense (Dec. only)$24,929,00060
YTD fiduciary net loss (Dec. only)$15,000108
YTD fiduciary intracompany income (Dec. only)$821,00046
YTD net fiduciary income (Dec. only)$2,903,000139
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$4,026,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,710,00031
YTD Gross Income employee benefit defined benefit$146,00098
YTD Gross Income from other retirement accounts$4,199,00033
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$6,964,00054
Foundation and endowment and agency accounts income$701,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,000124
YTD Gross income other trust accounts$5,000186
Gross Fiduciary activities income$19,939,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,605,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,432,00032
YTD Gross Income employee benefit defined benefit$83,000101
YTD Gross Income from other retirement accounts$2,752,00032
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$4,577,00053
Foundation and endowment and agency accounts income$462,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,000122
YTD Gross income other trust accounts$5,000178
Gross Fiduciary activities income$13,049,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,288,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,188,00032
YTD Gross Income employee benefit defined benefit$40,000103
YTD Gross Income from other retirement accounts$1,352,00033
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,266,00054
Foundation and endowment and agency accounts income$229,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000122
YTD Gross income other trust accounts$2,000167
Gross Fiduciary activities income$6,430,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,873,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,634,00031
YTD Gross Income employee benefit defined benefit$143,000103
YTD Gross Income from other retirement accounts$5,026,00033
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$8,645,00057
Foundation and endowment and agency accounts income$764,00070
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$268,000126
YTD Gross income other trust accounts$16,000229
Gross Fiduciary activities income$24,369,00068
YTD fiduciary expense (Dec. only)$23,619,00061
YTD fiduciary net loss (Dec. only)$35,00090
YTD fiduciary intracompany income (Dec. only)$940,00040
YTD net fiduciary income (Dec. only)$1,655,000172
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$3,569,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,476,00030
YTD Gross Income employee benefit defined benefit$107,000100
YTD Gross Income from other retirement accounts$3,743,00034
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$6,430,00057
Foundation and endowment and agency accounts income$542,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$200,000124
YTD Gross income other trust accounts$13,000177
Gross Fiduciary activities income$18,080,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,309,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,312,00031
YTD Gross Income employee benefit defined benefit$70,000102
YTD Gross Income from other retirement accounts$2,458,00033
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$4,174,00059
Foundation and endowment and agency accounts income$331,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000125
YTD Gross income other trust accounts$12,000169
Gross Fiduciary activities income$11,795,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,090,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,186,00029
YTD Gross Income employee benefit defined benefit$35,000107
YTD Gross Income from other retirement accounts$1,217,00033
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,042,00059
Foundation and endowment and agency accounts income$148,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000125
YTD Gross income other trust accounts$5,000164
Gross Fiduciary activities income$5,788,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,926,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,973,00029
YTD Gross Income employee benefit defined benefit$131,000111
YTD Gross Income from other retirement accounts$4,841,00033
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$7,688,00059
Foundation and endowment and agency accounts income$453,00094
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$294,000126
YTD Gross income other trust accounts$19,000208
Gross Fiduciary activities income$22,325,00072
YTD fiduciary expense (Dec. only)$19,817,00066
YTD fiduciary net loss (Dec. only)$174,00037
YTD fiduciary intracompany income (Dec. only)$469,00063
YTD net fiduciary income (Dec. only)$2,803,000133
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$2,870,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,765,00030
YTD Gross Income employee benefit defined benefit$98,000107
YTD Gross Income from other retirement accounts$3,609,00033
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,674,00058
Foundation and endowment and agency accounts income$329,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$225,000122
YTD Gross income other trust accounts$13,000170
Gross Fiduciary activities income$16,583,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,902,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,498,00031
YTD Gross Income employee benefit defined benefit$67,000108
YTD Gross Income from other retirement accounts$2,398,00034
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,810,00059
Foundation and endowment and agency accounts income$193,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,000110
YTD Gross income other trust accounts$12,000163
Gross Fiduciary activities income$11,064,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$909,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,267,00029
YTD Gross Income employee benefit defined benefit$31,000111
YTD Gross Income from other retirement accounts$1,190,00036
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$1,872,00058
Foundation and endowment and agency accounts income$89,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000107
YTD Gross income other trust accounts$8,000147
Gross Fiduciary activities income$5,468,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,574,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,106,00030
YTD Gross Income employee benefit defined benefit$131,000112
YTD Gross Income from other retirement accounts$4,580,00034
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$7,152,00059
Foundation and endowment and agency accounts income$319,000115
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$377,000105
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$21,239,00075
YTD fiduciary expense (Dec. only)$19,412,00067
YTD fiduciary net loss (Dec. only)$116,00042
YTD fiduciary intracompany income (Dec. only)$302,00079
YTD net fiduciary income (Dec. only)$2,013,000157
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$2,489,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,956,00029
YTD Gross Income employee benefit defined benefit$98,000108
YTD Gross Income from other retirement accounts$3,418,00033
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$5,367,00057
Foundation and endowment and agency accounts income$214,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$277,000105
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$15,819,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,613,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,641,00028
YTD Gross Income employee benefit defined benefit$64,000108
YTD Gross Income from other retirement accounts$2,269,00033
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,553,00057
Foundation and endowment and agency accounts income$137,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$186,000106
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$10,463,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$786,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,308,00029
YTD Gross Income employee benefit defined benefit$31,000111
YTD Gross Income from other retirement accounts$1,151,00034
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$1,735,00059
Foundation and endowment and agency accounts income$66,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$98,000101
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$5,175,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,950,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,967,00032
YTD Gross Income employee benefit defined benefit$74,000133
YTD Gross Income from other retirement accounts$4,555,00035
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$6,997,00056
Foundation and endowment and agency accounts income$250,000120
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$363,000109
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$20,156,00075
YTD fiduciary expense (Dec. only)$16,665,00072
YTD fiduciary net loss (Dec. only)$144,00040
YTD fiduciary intracompany income (Dec. only)$208,00084
YTD net fiduciary income (Dec. only)$3,555,00095
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$2,112,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,469,00033
YTD Gross Income employee benefit defined benefit$44,000131
YTD Gross Income from other retirement accounts$3,732,00030
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$5,270,00054
Foundation and endowment and agency accounts income$181,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$278,000104
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$15,086,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,388,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,237,00034
YTD Gross Income employee benefit defined benefit$15,000157
YTD Gross Income from other retirement accounts$2,564,00030
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$3,554,00052
Foundation and endowment and agency accounts income$121,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$174,000104
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$10,053,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$682,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,115,00035
YTD Gross Income employee benefit defined benefit$7,000159
YTD Gross Income from other retirement accounts$1,308,00030
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,791,00051
Foundation and endowment and agency accounts income$61,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000103
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$5,050,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,341,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,217,00035
YTD Gross Income employee benefit defined benefit$28,000177
YTD Gross Income from other retirement accounts$4,448,00031
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$5,624,00060
Foundation and endowment and agency accounts income$247,000118
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$357,000105
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$17,262,00078
YTD fiduciary expense (Dec. only)$13,212,00077
YTD fiduciary net loss (Dec. only)$18,000106
YTD fiduciary intracompany income (Dec. only)$244,00077
YTD net fiduciary income (Dec. only)$4,276,00077
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$1,697,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,150,00033
YTD Gross Income employee benefit defined benefit$21,000159
YTD Gross Income from other retirement accounts$3,265,00030
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$4,153,00059
Foundation and endowment and agency accounts income$183,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$266,000105
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$12,735,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,096,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,101,00033
YTD Gross Income employee benefit defined benefit$11,000173
YTD Gross Income from other retirement accounts$2,172,00031
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,751,00058
Foundation and endowment and agency accounts income$112,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$181,000103
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$8,424,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$540,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$979,00033
YTD Gross Income employee benefit defined benefit$7,000161
YTD Gross Income from other retirement accounts$1,023,00031
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,338,00056
Foundation and endowment and agency accounts income$54,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000104
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$4,037,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,227,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,168,00033
YTD Gross Income employee benefit defined benefit$24,000188
YTD Gross Income from other retirement accounts$3,975,00029
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$5,236,00055
Foundation and endowment and agency accounts income$230,000117
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$372,000100
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$16,232,00067
YTD fiduciary expense (Dec. only)$11,831,00079
YTD fiduciary net loss (Dec. only)$16,000115
YTD fiduciary intracompany income (Dec. only)$283,00075
YTD net fiduciary income (Dec. only)$4,668,00067
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,708,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,291,00030
YTD Gross Income employee benefit defined benefit$23,000163
YTD Gross Income from other retirement accounts$3,034,00030
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$3,981,00056
Foundation and endowment and agency accounts income$176,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$280,000107
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$12,493,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,198,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,267,00030
YTD Gross Income employee benefit defined benefit$18,000151
YTD Gross Income from other retirement accounts$2,022,00030
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$2,648,00054
Foundation and endowment and agency accounts income$110,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$189,000106
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,452,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$629,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,241,00029
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$990,00030
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,307,00056
Foundation and endowment and agency accounts income$57,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000104
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$4,323,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,055,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,837,00033
YTD Gross Income employee benefit defined benefit$10,000232
YTD Gross Income from other retirement accounts$3,408,00031
YTD Gross Income corporate trust and agency$16,000132
Investment management and investment advisory agency accounts income$4,703,00059
Foundation and endowment and agency accounts income$185,000127
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$340,000114
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$14,554,00071
YTD fiduciary expense (Dec. only)$11,513,00084
YTD fiduciary net loss (Dec. only)$4,000150
YTD fiduciary intracompany income (Dec. only)$690,00050
YTD net fiduciary income (Dec. only)$3,727,00076
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,577,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,849,00033
YTD Gross Income employee benefit defined benefit$10,000194
YTD Gross Income from other retirement accounts$2,521,00030
YTD Gross Income corporate trust and agency$16,000102
Investment management and investment advisory agency accounts income$3,491,00060
Foundation and endowment and agency accounts income$136,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$255,000109
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$10,855,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,043,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,774,00036
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$1,672,00031
YTD Gross Income corporate trust and agency$16,00094
Investment management and investment advisory agency accounts income$2,353,00059
Foundation and endowment and agency accounts income$74,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$153,000118
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,085,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$476,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$861,00035
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$825,00030
YTD Gross Income corporate trust and agency$8,00093
Investment management and investment advisory agency accounts income$1,212,00054
Foundation and endowment and agency accounts income$29,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000133
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,474,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,990,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,350,00037
YTD Gross Income employee benefit defined benefit$50,000154
YTD Gross Income from other retirement accounts$2,853,00033
YTD Gross Income corporate trust and agency$41,000114
Investment management and investment advisory agency accounts income$4,108,00063
Foundation and endowment and agency accounts income$169,000114
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$325,000124
YTD Gross income other trust accounts$51,000205
Gross Fiduciary activities income$12,937,00077
YTD fiduciary expense (Dec. only)$11,433,00082
YTD fiduciary net loss (Dec. only)$17,000119
YTD fiduciary intracompany income (Dec. only)$823,00043
YTD net fiduciary income (Dec. only)$2,310,000103
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,417,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,425,00039
YTD Gross Income employee benefit defined benefit$39,000142
YTD Gross Income from other retirement accounts$1,822,00037
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$259,000121
YTD Gross income other trust accounts$48,000155
Gross Fiduciary activities income$9,209,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$944,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,547,00041
YTD Gross Income employee benefit defined benefit$14,000167
YTD Gross Income from other retirement accounts$1,131,00038
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$171,000125
YTD Gross income other trust accounts$38,000150
Gross Fiduciary activities income$5,888,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$363,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$800,00039
YTD Gross Income employee benefit defined benefit$5,000170
YTD Gross Income from other retirement accounts$497,00040
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$77,000125
YTD Gross income other trust accounts$19,000149
Gross Fiduciary activities income$2,735,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,182,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,247,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,837,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,457,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,859,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,375,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,997,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,105,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,622,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,672,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,919,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,663,000138
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
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$13,000162
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,520,000134
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
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$4,744,000133
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
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$3,147,000135
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
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$1,497,000144
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
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$3,000170
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,246,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,884,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,578,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,253,000156
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
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$3,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,411,000163
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
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$3,278,000169
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
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 income$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA