Home > Quad City Bank and Trust Company > Gross Fiduciary and Related Services Income

Quad City Bank and Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,470,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000277
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$872,000178
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$3,327,000182
Foundation and endowment and agency accounts income$428,000138
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$661,00094
YTD Gross income other trust accounts$240,00095
Gross Fiduciary activities income$8,017,000204
YTD fiduciary expense (Dec. only)$4,630,000221
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$3,387,000156
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,821,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000229
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$655,000170
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,477,000180
Foundation and endowment and agency accounts income$345,000131
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$492,00093
YTD Gross income other trust accounts$232,00085
Gross Fiduciary activities income$6,037,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,188,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000265
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$435,000174
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,640,000178
Foundation and endowment and agency accounts income$240,000126
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$328,00091
YTD Gross income other trust accounts$209,00085
Gross Fiduciary activities income$4,051,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$555,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000218
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$215,000178
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$802,000141
Foundation and endowment and agency accounts income$128,000124
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$196,00090
YTD Gross income other trust accounts$152,00067
Gross Fiduciary activities income$2,055,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,252,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000253
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$844,000185
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,261,000139
Foundation and endowment and agency accounts income$402,000151
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$624,000102
YTD Gross income other trust accounts$234,000103
Gross Fiduciary activities income$7,665,000217
YTD fiduciary expense (Dec. only)$4,180,000241
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$3,485,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,693,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000227
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$633,000183
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,460,000140
Foundation and endowment and agency accounts income$305,000145
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$450,00099
YTD Gross income other trust accounts$222,00091
Gross Fiduciary activities income$5,800,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,163,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000239
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$425,000174
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,691,000126
Foundation and endowment and agency accounts income$204,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$294,00089
YTD Gross income other trust accounts$208,00075
Gross Fiduciary activities income$4,010,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$690,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000215
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$218,000172
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$876,000129
Foundation and endowment and agency accounts income$105,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$150,00088
YTD Gross income other trust accounts$142,00054
Gross Fiduciary activities income$2,194,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,436,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000239
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$890,000176
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$3,474,000127
Foundation and endowment and agency accounts income$437,000135
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$555,00090
YTD Gross income other trust accounts$241,00086
Gross Fiduciary activities income$8,086,000180
YTD fiduciary expense (Dec. only)$3,788,000211
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$4,298,000136
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,817,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000217
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$665,000173
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,568,000128
Foundation and endowment and agency accounts income$325,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$423,00086
YTD Gross income other trust accounts$209,00084
Gross Fiduciary activities income$6,047,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,247,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000240
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$440,000174
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,711,000127
Foundation and endowment and agency accounts income$215,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$290,00084
YTD Gross income other trust accounts$198,00077
Gross Fiduciary activities income$4,129,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$609,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000214
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$215,000174
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$840,000130
Foundation and endowment and agency accounts income$103,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,00082
YTD Gross income other trust accounts$124,00063
Gross Fiduciary activities income$2,067,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,725,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000242
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$737,000180
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,703,000135
Foundation and endowment and agency accounts income$370,000137
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$701,00078
YTD Gross income other trust accounts$213,00095
Gross Fiduciary activities income$6,513,000192
YTD fiduciary expense (Dec. only)$3,680,000208
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$2,833,000146
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,269,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000214
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$541,000174
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,964,000136
Foundation and endowment and agency accounts income$271,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$528,00078
YTD Gross income other trust accounts$207,00083
Gross Fiduciary activities income$4,828,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$817,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000233
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$355,000182
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,286,000136
Foundation and endowment and agency accounts income$177,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$360,00077
YTD Gross income other trust accounts$191,00079
Gross Fiduciary activities income$3,219,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$448,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000215
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$174,000179
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$641,000136
Foundation and endowment and agency accounts income$88,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$186,00082
YTD Gross income other trust accounts$116,00068
Gross Fiduciary activities income$1,667,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,760,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000234
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$677,000181
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$2,565,000134
Foundation and endowment and agency accounts income$319,000138
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$237,000133
YTD Gross income other trust accounts$474,00072
Gross Fiduciary activities income$6,090,000195
YTD fiduciary expense (Dec. only)$3,481,000211
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,609,000147
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$1,300,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000219
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$496,000180
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,919,000134
Foundation and endowment and agency accounts income$231,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$168,000135
YTD Gross income other trust accounts$403,00065
Gross Fiduciary activities income$4,560,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$895,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000234
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$321,000184
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,272,000134
Foundation and endowment and agency accounts income$147,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000138
YTD Gross income other trust accounts$322,00058
Gross Fiduciary activities income$3,093,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$424,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000238
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$151,000186
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$627,000135
Foundation and endowment and agency accounts income$83,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000109
YTD Gross income other trust accounts$193,00053
Gross Fiduciary activities income$1,573,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,529,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000251
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$544,000198
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$2,498,000137
Foundation and endowment and agency accounts income$222,000159
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$242,000136
YTD Gross income other trust accounts$462,00072
Gross Fiduciary activities income$5,559,000203
YTD fiduciary expense (Dec. only)$3,364,000213
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$2,195,000166
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$1,089,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000238
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$399,000204
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,858,000139
Foundation and endowment and agency accounts income$184,000151
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$186,000130
YTD Gross income other trust accounts$382,00067
Gross Fiduciary activities income$4,146,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$703,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000240
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$259,000204
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,227,000135
Foundation and endowment and agency accounts income$122,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000134
YTD Gross income other trust accounts$304,00059
Gross Fiduciary activities income$2,767,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$367,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000243
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$132,000209
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$621,000138
Foundation and endowment and agency accounts income$61,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000110
YTD Gross income other trust accounts$197,00052
Gross Fiduciary activities income$1,480,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,207,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000251
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$415,000227
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$2,325,000137
Foundation and endowment and agency accounts income$249,000147
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$224,000142
YTD Gross income other trust accounts$289,00080
Gross Fiduciary activities income$4,795,000215
YTD fiduciary expense (Dec. only)$3,065,000225
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,730,000184
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$915,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000218
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$296,000227
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,710,000139
Foundation and endowment and agency accounts income$186,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000136
YTD Gross income other trust accounts$225,00080
Gross Fiduciary activities income$3,559,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$599,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000215
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$194,000228
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,130,000135
Foundation and endowment and agency accounts income$124,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000131
YTD Gross income other trust accounts$196,00075
Gross Fiduciary activities income$2,399,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$305,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000216
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$96,000228
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$561,000137
Foundation and endowment and agency accounts income$63,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000138
YTD Gross income other trust accounts$142,00058
Gross Fiduciary activities income$1,240,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,166,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000234
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$376,000220
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,925,000144
Foundation and endowment and agency accounts income$218,000151
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$209,000150
YTD Gross income other trust accounts$209,00097
Gross Fiduciary activities income$4,212,000221
YTD fiduciary expense (Dec. only)$2,945,000220
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,267,000201
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$856,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000210
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$278,000217
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,409,000144
Foundation and endowment and agency accounts income$161,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000142
YTD Gross income other trust accounts$188,00089
Gross Fiduciary activities income$3,135,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$570,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000207
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$183,000222
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$915,000150
Foundation and endowment and agency accounts income$107,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000138
YTD Gross income other trust accounts$169,00080
Gross Fiduciary activities income$2,119,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$284,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000192
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$90,000225
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$449,000151
Foundation and endowment and agency accounts income$54,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000131
YTD Gross income other trust accounts$100,00068
Gross Fiduciary activities income$1,079,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,398,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000229
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$349,000237
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,970,000142
Foundation and endowment and agency accounts income$18,000329
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$197,000163
YTD Gross income other trust accounts$164,00097
Gross Fiduciary activities income$4,220,000225
YTD fiduciary expense (Dec. only)$2,692,000237
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,528,000186
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$892,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000219
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$258,000229
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,493,000139
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$146,000152
YTD Gross income other trust accounts$336,00075
Gross Fiduciary activities income$3,208,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$604,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000227
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$173,000234
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$995,000141
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000154
YTD Gross income other trust accounts$227,00071
Gross Fiduciary activities income$2,149,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$302,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000228
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$83,000236
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$486,000147
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000137
YTD Gross income other trust accounts$181,00052
Gross Fiduciary activities income$1,140,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,127,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000246
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$298,000256
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,769,000145
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$159,000172
YTD Gross income other trust accounts$265,00087
Gross Fiduciary activities income$3,728,000235
YTD fiduciary expense (Dec. only)$2,508,000237
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$142,000104
YTD net fiduciary income (Dec. only)$1,362,000191
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$836,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000221
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$219,000241
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,293,000149
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,000164
YTD Gross income other trust accounts$255,00081
Gross Fiduciary activities income$2,814,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$549,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000218
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$144,000244
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$850,000156
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000154
YTD Gross income other trust accounts$255,00068
Gross Fiduciary activities income$1,949,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$275,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000219
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$70,000250
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$416,000158
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000140
YTD Gross income other trust accounts$152,00058
Gross Fiduciary activities income$998,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,068,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000231
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$242,000278
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,513,000157
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$166,000165
YTD Gross income other trust accounts$219,00091
Gross Fiduciary activities income$3,319,000241
YTD fiduciary expense (Dec. only)$2,063,000257
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,256,000190
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$807,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000214
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$176,000254
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,110,000153
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$131,000151
YTD Gross income other trust accounts$195,00084
Gross Fiduciary activities income$2,500,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$536,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000217
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$122,000247
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$732,000156
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$98,000145
YTD Gross income other trust accounts$154,00082
Gross Fiduciary activities income$1,695,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$272,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000230
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$59,000253
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$361,000160
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000131
YTD Gross income other trust accounts$81,00072
Gross Fiduciary activities income$861,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$985,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000237
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$221,000271
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,290,000163
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$177,000161
YTD Gross income other trust accounts$275,00080
Gross Fiduciary activities income$3,056,000235
YTD fiduciary expense (Dec. only)$1,820,000262
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,236,000172
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$731,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$82,000212
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$164,000249
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$954,000167
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,000148
YTD Gross income other trust accounts$191,00075
Gross Fiduciary activities income$2,265,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$485,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000217
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$109,000245
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$618,000171
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000139
YTD Gross income other trust accounts$119,00089
Gross Fiduciary activities income$1,491,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$249,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000218
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$55,000243
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$308,000170
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000144
YTD Gross income other trust accounts$88,00063
Gross Fiduciary activities income$775,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,076,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000240
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$223,000260
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,200,000160
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$171,000152
YTD Gross income other trust accounts$117,000130
Gross Fiduciary activities income$2,894,000203
YTD fiduciary expense (Dec. only)$1,706,000277
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,188,000170
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$835,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000215
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$168,000240
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$895,000163
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$131,000147
YTD Gross income other trust accounts$111,000104
Gross Fiduciary activities income$2,221,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$587,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000217
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$115,000238
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$605,000159
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000140
YTD Gross income other trust accounts$94,00094
Gross Fiduciary activities income$1,554,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$324,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000220
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$58,000231
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$301,000161
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000126
YTD Gross income other trust accounts$35,000104
Gross Fiduciary activities income$809,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$962,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000235
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$206,000257
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,144,000159
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$140,000181
YTD Gross income other trust accounts$201,000105
Gross Fiduciary activities income$2,780,000209
YTD fiduciary expense (Dec. only)$1,583,000287
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,197,000168
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$705,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000203
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$152,000227
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$846,000156
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$111,000164
YTD Gross income other trust accounts$166,00094
Gross Fiduciary activities income$2,076,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
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$445,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000212
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$107,000222
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$555,000161
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000139
YTD Gross income other trust accounts$132,00088
Gross Fiduciary activities income$1,412,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$252,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000212
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$70,000201
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$276,000160
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000124
YTD Gross income other trust accounts$88,00070
Gross Fiduciary activities income$784,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$852,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000251
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$209,000231
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,017,000167
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$144,000187
YTD Gross income other trust accounts$230,000108
Gross Fiduciary activities income$2,553,000212
YTD fiduciary expense (Dec. only)$1,581,000270
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$972,000182
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$623,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000217
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$151,000220
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$118,000166
YTD Gross income other trust accounts$201,00099
Gross Fiduciary activities income$1,910,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$380,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000222
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$103,000217
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$83,000166
YTD Gross income other trust accounts$189,00092
Gross Fiduciary activities income$1,255,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$175,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000239
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$64,000193
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$27,000203
YTD Gross income other trust accounts$126,00075
Gross Fiduciary activities income$628,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,953,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,259,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,566,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$838,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,435,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,624,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,757,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$869,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000186
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,916,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,223,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,470,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$763,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000207
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,770,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,100,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,438,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$729,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,000187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,502,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,882,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,271,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$672,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000190
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,243,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,692,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,142,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$561,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,209,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,052,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,039,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,697,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,299,000400
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,011,000469
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA