Home > The Fauquier Bank > Gross Fiduciary and Related Services Income
The Fauquier Bank, Gross Fiduciary and Related Services Income
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 263 |
| YTD Gross Income employee benefit defined benefit | $0 | 169 |
| YTD Gross Income from other retirement accounts | $0 | 315 |
| YTD Gross Income corporate trust and agency | $0 | 108 |
| Investment management and investment advisory agency accounts income | $0 | 310 |
| Foundation and endowment and agency accounts income | $0 | 262 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 299 |
| YTD Gross income other trust accounts | $0 | 158 |
| Gross Fiduciary activities income | $578,000 | 338 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $847,000 | 295 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $300,000 | 277 |
| YTD Gross Income corporate trust and agency | $0 | 151 |
| Investment management and investment advisory agency accounts income | $854,000 | 255 |
| Foundation and endowment and agency accounts income | $121,000 | 213 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $109,000 | 203 |
| YTD Gross income other trust accounts | $18,000 | 169 |
| Gross Fiduciary activities income | $2,249,000 | 324 |
| YTD fiduciary expense (Dec. only) | $1,297,000 | 345 |
| YTD fiduciary net loss (Dec. only) | $0 | 180 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
| YTD net fiduciary income (Dec. only) | $952,000 | 251 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 271 |
| YTD Gross Income employee benefit defined benefit | $0 | 181 |
| YTD Gross Income from other retirement accounts | $0 | 317 |
| YTD Gross Income corporate trust and agency | $0 | 122 |
| Investment management and investment advisory agency accounts income | $0 | 313 |
| Foundation and endowment and agency accounts income | $0 | 263 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 300 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $1,641,000 | 326 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $295,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 201 |
| YTD Gross Income from other retirement accounts | $142,000 | 277 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $396,000 | 259 |
| Foundation and endowment and agency accounts income | $60,000 | 212 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $52,000 | 201 |
| YTD Gross income other trust accounts | $15,000 | 145 |
| Gross Fiduciary activities income | $960,000 | 353 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 267 |
| YTD Gross Income employee benefit defined benefit | $0 | 176 |
| YTD Gross Income from other retirement accounts | $0 | 318 |
| YTD Gross Income corporate trust and agency | $0 | 109 |
| Investment management and investment advisory agency accounts income | $0 | 313 |
| Foundation and endowment and agency accounts income | $0 | 260 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 300 |
| YTD Gross income other trust accounts | $0 | 171 |
| Gross Fiduciary activities income | $461,000 | 363 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $477,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 314 |
| YTD Gross Income employee benefit defined benefit | $0 | 203 |
| YTD Gross Income from other retirement accounts | $271,000 | 279 |
| YTD Gross Income corporate trust and agency | $0 | 143 |
| Investment management and investment advisory agency accounts income | $837,000 | 250 |
| Foundation and endowment and agency accounts income | $124,000 | 205 |
| YTD Gross income other trust and agency accounts | $0 | 108 |
| YTD Gross income custody and safekeeping agency accounts | $34,000 | 289 |
| YTD Gross income other trust accounts | $0 | 219 |
| Gross Fiduciary activities income | $1,743,000 | 372 |
| YTD fiduciary expense (Dec. only) | $1,250,000 | 343 |
| YTD fiduciary net loss (Dec. only) | $0 | 159 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 122 |
| YTD net fiduciary income (Dec. only) | $508,000 | 312 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 281 |
| YTD Gross Income employee benefit defined benefit | $0 | 184 |
| YTD Gross Income from other retirement accounts | $0 | 326 |
| YTD Gross Income corporate trust and agency | $0 | 117 |
| Investment management and investment advisory agency accounts income | $0 | 320 |
| Foundation and endowment and agency accounts income | $0 | 267 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 310 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $1,285,000 | 377 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $224,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 310 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $126,000 | 281 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $408,000 | 255 |
| Foundation and endowment and agency accounts income | $64,000 | 205 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $21,000 | 275 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $843,000 | 379 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $119,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $0 | 193 |
| YTD Gross Income from other retirement accounts | $57,000 | 291 |
| YTD Gross Income corporate trust and agency | $0 | 114 |
| Investment management and investment advisory agency accounts income | $197,000 | 253 |
| Foundation and endowment and agency accounts income | $32,000 | 203 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $11,000 | 268 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $416,000 | 379 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $358,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 365 |
| YTD Gross Income employee benefit defined benefit | $0 | 225 |
| YTD Gross Income from other retirement accounts | $239,000 | 299 |
| YTD Gross Income corporate trust and agency | $0 | 175 |
| Investment management and investment advisory agency accounts income | $768,000 | 269 |
| Foundation and endowment and agency accounts income | $137,000 | 208 |
| YTD Gross income other trust and agency accounts | $0 | 139 |
| YTD Gross income custody and safekeeping agency accounts | $39,000 | 309 |
| YTD Gross income other trust accounts | $0 | 246 |
| Gross Fiduciary activities income | $1,541,000 | 397 |
| YTD fiduciary expense (Dec. only) | $1,365,000 | 341 |
| YTD fiduciary net loss (Dec. only) | $0 | 192 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 139 |
| YTD net fiduciary income (Dec. only) | $191,000 | 420 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $264,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 207 |
| YTD Gross Income from other retirement accounts | $178,000 | 285 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $575,000 | 263 |
| Foundation and endowment and agency accounts income | $105,000 | 197 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $32,000 | 275 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $1,154,000 | 393 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $184,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 323 |
| YTD Gross Income employee benefit defined benefit | $0 | 206 |
| YTD Gross Income from other retirement accounts | $118,000 | 288 |
| YTD Gross Income corporate trust and agency | $0 | 134 |
| Investment management and investment advisory agency accounts income | $378,000 | 262 |
| Foundation and endowment and agency accounts income | $70,000 | 193 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,000 | 262 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $775,000 | 392 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $81,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 202 |
| YTD Gross Income from other retirement accounts | $60,000 | 283 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $186,000 | 263 |
| Foundation and endowment and agency accounts income | $34,000 | 198 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $11,000 | 269 |
| YTD Gross income other trust accounts | $0 | 191 |
| Gross Fiduciary activities income | $372,000 | 402 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $350,000 | 441 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 404 |
| YTD Gross Income employee benefit defined benefit | $0 | 247 |
| YTD Gross Income from other retirement accounts | $221,000 | 302 |
| YTD Gross Income corporate trust and agency | $0 | 195 |
| Investment management and investment advisory agency accounts income | $789,000 | 261 |
| Foundation and endowment and agency accounts income | $119,000 | 212 |
| YTD Gross income other trust and agency accounts | $0 | 159 |
| YTD Gross income custody and safekeeping agency accounts | $48,000 | 299 |
| YTD Gross income other trust accounts | $0 | 290 |
| Gross Fiduciary activities income | $1,527,000 | 387 |
| YTD fiduciary expense (Dec. only) | $1,282,000 | 359 |
| YTD fiduciary net loss (Dec. only) | $0 | 182 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 144 |
| YTD net fiduciary income (Dec. only) | $260,000 | 419 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $269,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 324 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $164,000 | 278 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $599,000 | 252 |
| Foundation and endowment and agency accounts income | $84,000 | 201 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $35,000 | 263 |
| YTD Gross income other trust accounts | $0 | 207 |
| Gross Fiduciary activities income | $1,151,000 | 384 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $186,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $0 | 204 |
| YTD Gross Income from other retirement accounts | $109,000 | 276 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $397,000 | 250 |
| Foundation and endowment and agency accounts income | $57,000 | 201 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $23,000 | 261 |
| YTD Gross income other trust accounts | $0 | 196 |
| Gross Fiduciary activities income | $772,000 | 384 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $77,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $0 | 198 |
| YTD Gross Income from other retirement accounts | $55,000 | 273 |
| YTD Gross Income corporate trust and agency | $0 | 121 |
| Investment management and investment advisory agency accounts income | $191,000 | 252 |
| Foundation and endowment and agency accounts income | $26,000 | 203 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $11,000 | 267 |
| YTD Gross income other trust accounts | $0 | 186 |
| Gross Fiduciary activities income | $360,000 | 398 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $329,000 | 448 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 406 |
| YTD Gross Income employee benefit defined benefit | $0 | 250 |
| YTD Gross Income from other retirement accounts | $222,000 | 294 |
| YTD Gross Income corporate trust and agency | $0 | 193 |
| Investment management and investment advisory agency accounts income | $710,000 | 268 |
| Foundation and endowment and agency accounts income | $104,000 | 214 |
| YTD Gross income other trust and agency accounts | $0 | 162 |
| YTD Gross income custody and safekeeping agency accounts | $44,000 | 309 |
| YTD Gross income other trust accounts | $0 | 295 |
| Gross Fiduciary activities income | $1,409,000 | 398 |
| YTD fiduciary expense (Dec. only) | $1,240,000 | 362 |
| YTD fiduciary net loss (Dec. only) | $0 | 176 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 140 |
| YTD net fiduciary income (Dec. only) | $184,000 | 442 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 397 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $0 | 370 |
| YTD Gross Income corporate trust and agency | $0 | 141 |
| Investment management and investment advisory agency accounts income | $0 | 371 |
| Foundation and endowment and agency accounts income | $0 | 277 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 354 |
| YTD Gross income other trust accounts | $0 | 216 |
| Gross Fiduciary activities income | $1,052,000 | 401 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $0 | 370 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $0 | 372 |
| Foundation and endowment and agency accounts income | $0 | 278 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 352 |
| YTD Gross income other trust accounts | $0 | 212 |
| Gross Fiduciary activities income | $700,000 | 399 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 319 |
| YTD Gross Income employee benefit defined benefit | $0 | 212 |
| YTD Gross Income from other retirement accounts | $0 | 369 |
| YTD Gross Income corporate trust and agency | $0 | 124 |
| Investment management and investment advisory agency accounts income | $0 | 368 |
| Foundation and endowment and agency accounts income | $0 | 274 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 340 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $347,000 | 399 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $340,000 | 458 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 424 |
| YTD Gross Income employee benefit defined benefit | $0 | 254 |
| YTD Gross Income from other retirement accounts | $362,000 | 226 |
| YTD Gross Income corporate trust and agency | $0 | 200 |
| Investment management and investment advisory agency accounts income | $1,080,000 | 205 |
| Foundation and endowment and agency accounts income | $106,000 | 213 |
| YTD Gross income other trust and agency accounts | $0 | 179 |
| YTD Gross income custody and safekeeping agency accounts | $49,000 | 306 |
| YTD Gross income other trust accounts | $2,000 | 271 |
| Gross Fiduciary activities income | $1,939,000 | 344 |
| YTD fiduciary expense (Dec. only) | $1,554,000 | 325 |
| YTD fiduciary net loss (Dec. only) | $0 | 194 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 138 |
| YTD net fiduciary income (Dec. only) | $400,000 | 372 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $263,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 327 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $263,000 | 226 |
| YTD Gross Income corporate trust and agency | $0 | 150 |
| Investment management and investment advisory agency accounts income | $791,000 | 208 |
| Foundation and endowment and agency accounts income | $79,000 | 200 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $37,000 | 268 |
| YTD Gross income other trust accounts | $2,000 | 201 |
| Gross Fiduciary activities income | $1,435,000 | 345 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $187,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 325 |
| YTD Gross Income employee benefit defined benefit | $0 | 209 |
| YTD Gross Income from other retirement accounts | $172,000 | 235 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $518,000 | 212 |
| Foundation and endowment and agency accounts income | $52,000 | 201 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $25,000 | 269 |
| YTD Gross income other trust accounts | $0 | 208 |
| Gross Fiduciary activities income | $954,000 | 346 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $80,000 | 358 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 206 |
| YTD Gross Income from other retirement accounts | $83,000 | 236 |
| YTD Gross Income corporate trust and agency | $0 | 131 |
| Investment management and investment advisory agency accounts income | $257,000 | 211 |
| Foundation and endowment and agency accounts income | $26,000 | 200 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $12,000 | 270 |
| YTD Gross income other trust accounts | $0 | 198 |
| Gross Fiduciary activities income | $458,000 | 358 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $372,000 | 453 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 427 |
| YTD Gross Income employee benefit defined benefit | $0 | 259 |
| YTD Gross Income from other retirement accounts | $288,000 | 261 |
| YTD Gross Income corporate trust and agency | $0 | 208 |
| Investment management and investment advisory agency accounts income | $1,005,000 | 209 |
| Foundation and endowment and agency accounts income | $106,000 | 208 |
| YTD Gross income other trust and agency accounts | $0 | 174 |
| YTD Gross income custody and safekeeping agency accounts | $40,000 | 326 |
| YTD Gross income other trust accounts | $0 | 296 |
| Gross Fiduciary activities income | $1,811,000 | 351 |
| YTD fiduciary expense (Dec. only) | $1,377,000 | 337 |
| YTD fiduciary net loss (Dec. only) | $0 | 188 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 142 |
| YTD net fiduciary income (Dec. only) | $449,000 | 355 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $291,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 326 |
| YTD Gross Income employee benefit defined benefit | $0 | 220 |
| YTD Gross Income from other retirement accounts | $203,000 | 251 |
| YTD Gross Income corporate trust and agency | $0 | 146 |
| Investment management and investment advisory agency accounts income | $743,000 | 215 |
| Foundation and endowment and agency accounts income | $79,000 | 198 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $33,000 | 273 |
| YTD Gross income other trust accounts | $0 | 217 |
| Gross Fiduciary activities income | $1,349,000 | 356 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $193,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 326 |
| YTD Gross Income employee benefit defined benefit | $0 | 216 |
| YTD Gross Income from other retirement accounts | $130,000 | 255 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $495,000 | 212 |
| Foundation and endowment and agency accounts income | $37,000 | 212 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $21,000 | 273 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $876,000 | 358 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $93,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 328 |
| YTD Gross Income employee benefit defined benefit | $0 | 216 |
| YTD Gross Income from other retirement accounts | $64,000 | 262 |
| YTD Gross Income corporate trust and agency | $0 | 126 |
| Investment management and investment advisory agency accounts income | $232,000 | 217 |
| Foundation and endowment and agency accounts income | $26,000 | 194 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $9,000 | 284 |
| YTD Gross income other trust accounts | $1,000 | 186 |
| Gross Fiduciary activities income | $425,000 | 366 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $340,000 | 446 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 437 |
| YTD Gross Income employee benefit defined benefit | $0 | 260 |
| YTD Gross Income from other retirement accounts | $214,000 | 294 |
| YTD Gross Income corporate trust and agency | $0 | 201 |
| Investment management and investment advisory agency accounts income | $837,000 | 221 |
| Foundation and endowment and agency accounts income | $56,000 | 241 |
| YTD Gross income other trust and agency accounts | $0 | 172 |
| YTD Gross income custody and safekeeping agency accounts | $45,000 | 307 |
| YTD Gross income other trust accounts | $5,000 | 262 |
| Gross Fiduciary activities income | $1,497,000 | 376 |
| YTD fiduciary expense (Dec. only) | $1,419,000 | 328 |
| YTD fiduciary net loss (Dec. only) | $0 | 189 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 142 |
| YTD net fiduciary income (Dec. only) | $93,000 | 481 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $0 | 356 |
| YTD Gross Income corporate trust and agency | $0 | 135 |
| Investment management and investment advisory agency accounts income | $0 | 354 |
| Foundation and endowment and agency accounts income | $0 | 259 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 345 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $1,087,000 | 381 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 216 |
| YTD Gross Income from other retirement accounts | $0 | 356 |
| YTD Gross Income corporate trust and agency | $0 | 136 |
| Investment management and investment advisory agency accounts income | $0 | 354 |
| Foundation and endowment and agency accounts income | $0 | 259 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 346 |
| YTD Gross income other trust accounts | $0 | 203 |
| Gross Fiduciary activities income | $723,000 | 385 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $0 | 213 |
| YTD Gross Income from other retirement accounts | $0 | 358 |
| YTD Gross Income corporate trust and agency | $0 | 123 |
| Investment management and investment advisory agency accounts income | $0 | 358 |
| Foundation and endowment and agency accounts income | $0 | 262 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 345 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $338,000 | 392 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $424,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 425 |
| YTD Gross Income employee benefit defined benefit | $0 | 262 |
| YTD Gross Income from other retirement accounts | $161,000 | 309 |
| YTD Gross Income corporate trust and agency | $0 | 213 |
| Investment management and investment advisory agency accounts income | $685,000 | 231 |
| Foundation and endowment and agency accounts income | $0 | 335 |
| YTD Gross income other trust and agency accounts | $45,000 | 82 |
| YTD Gross income custody and safekeeping agency accounts | $0 | 465 |
| YTD Gross income other trust accounts | $93,000 | 122 |
| Gross Fiduciary activities income | $1,408,000 | 378 |
| YTD fiduciary expense (Dec. only) | $1,234,000 | 342 |
| YTD fiduciary net loss (Dec. only) | $0 | 188 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 144 |
| YTD net fiduciary income (Dec. only) | $189,000 | 415 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 312 |
| YTD Gross Income employee benefit defined benefit | $0 | 217 |
| YTD Gross Income from other retirement accounts | $0 | 345 |
| YTD Gross Income corporate trust and agency | $0 | 142 |
| Investment management and investment advisory agency accounts income | $0 | 338 |
| Foundation and endowment and agency accounts income | $0 | 252 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $1,079,000 | 376 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 312 |
| YTD Gross Income employee benefit defined benefit | $0 | 213 |
| YTD Gross Income from other retirement accounts | $0 | 346 |
| YTD Gross Income corporate trust and agency | $0 | 137 |
| Investment management and investment advisory agency accounts income | $0 | 340 |
| Foundation and endowment and agency accounts income | $0 | 253 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $742,000 | 370 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 306 |
| YTD Gross Income employee benefit defined benefit | $0 | 205 |
| YTD Gross Income from other retirement accounts | $0 | 343 |
| YTD Gross Income corporate trust and agency | $0 | 127 |
| Investment management and investment advisory agency accounts income | $0 | 334 |
| Foundation and endowment and agency accounts income | $0 | 251 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
| YTD Gross income other trust accounts | $0 | 188 |
| Gross Fiduciary activities income | $341,000 | 379 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $391,000 | 402 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 435 |
| YTD Gross Income employee benefit defined benefit | $0 | 264 |
| YTD Gross Income from other retirement accounts | $128,000 | 329 |
| YTD Gross Income corporate trust and agency | $0 | 228 |
| Investment management and investment advisory agency accounts income | $669,000 | 219 |
| Foundation and endowment and agency accounts income | $0 | 331 |
| YTD Gross income other trust and agency accounts | $0 | 167 |
| YTD Gross income custody and safekeeping agency accounts | $41,000 | 312 |
| YTD Gross income other trust accounts | $14,000 | 235 |
| Gross Fiduciary activities income | $1,243,000 | 353 |
| YTD fiduciary expense (Dec. only) | $1,356,000 | 318 |
| YTD fiduciary net loss (Dec. only) | $0 | 203 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 142 |
| YTD net fiduciary income (Dec. only) | $-98,000 | 7,314 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 317 |
| YTD Gross Income employee benefit defined benefit | $0 | 227 |
| YTD Gross Income from other retirement accounts | $0 | 346 |
| YTD Gross Income corporate trust and agency | $0 | 157 |
| Investment management and investment advisory agency accounts income | $0 | 336 |
| Foundation and endowment and agency accounts income | $0 | 252 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 328 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $944,000 | 348 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 375 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 320 |
| YTD Gross Income employee benefit defined benefit | $0 | 222 |
| YTD Gross Income from other retirement accounts | $0 | 348 |
| YTD Gross Income corporate trust and agency | $0 | 154 |
| Investment management and investment advisory agency accounts income | $0 | 340 |
| Foundation and endowment and agency accounts income | $0 | 253 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $648,000 | 353 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 322 |
| YTD Gross Income employee benefit defined benefit | $0 | 221 |
| YTD Gross Income from other retirement accounts | $0 | 349 |
| YTD Gross Income corporate trust and agency | $0 | 138 |
| Investment management and investment advisory agency accounts income | $0 | 343 |
| Foundation and endowment and agency accounts income | $0 | 250 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 329 |
| YTD Gross income other trust accounts | $0 | 200 |
| Gross Fiduciary activities income | $302,000 | 363 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $334,000 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 438 |
| YTD Gross Income employee benefit defined benefit | $0 | 279 |
| YTD Gross Income from other retirement accounts | $95,000 | 359 |
| YTD Gross Income corporate trust and agency | $0 | 246 |
| Investment management and investment advisory agency accounts income | $534,000 | 247 |
| Foundation and endowment and agency accounts income | $0 | 329 |
| YTD Gross income other trust and agency accounts | $0 | 170 |
| YTD Gross income custody and safekeeping agency accounts | $39,000 | 328 |
| YTD Gross income other trust accounts | $57,000 | 182 |
| Gross Fiduciary activities income | $1,059,000 | 385 |
| YTD fiduciary expense (Dec. only) | $1,342,000 | 319 |
| YTD fiduciary net loss (Dec. only) | $0 | 194 |
| YTD fiduciary intracompany income (Dec. only) | $15,000 | 140 |
| YTD net fiduciary income (Dec. only) | $-268,000 | 7,617 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 316 |
| YTD Gross Income employee benefit defined benefit | $0 | 233 |
| YTD Gross Income from other retirement accounts | $0 | 346 |
| YTD Gross Income corporate trust and agency | $0 | 164 |
| Investment management and investment advisory agency accounts income | $0 | 335 |
| Foundation and endowment and agency accounts income | $0 | 245 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
| YTD Gross income other trust accounts | $0 | 210 |
| Gross Fiduciary activities income | $786,000 | 384 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $0 | 230 |
| YTD Gross Income from other retirement accounts | $0 | 344 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | $0 | 335 |
| Foundation and endowment and agency accounts income | $0 | 240 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
| YTD Gross income other trust accounts | $0 | 209 |
| Gross Fiduciary activities income | $532,000 | 384 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 317 |
| YTD Gross Income employee benefit defined benefit | $0 | 224 |
| YTD Gross Income from other retirement accounts | $0 | 348 |
| YTD Gross Income corporate trust and agency | $0 | 148 |
| Investment management and investment advisory agency accounts income | $0 | 339 |
| Foundation and endowment and agency accounts income | $0 | 236 |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 334 |
| YTD Gross income other trust accounts | $0 | 202 |
| Gross Fiduciary activities income | $247,000 | 407 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $345,000 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $1,000 | 431 |
| YTD Gross Income employee benefit defined benefit | $0 | 277 |
| YTD Gross Income from other retirement accounts | $64,000 | 393 |
| YTD Gross Income corporate trust and agency | $0 | 248 |
| Investment management and investment advisory agency accounts income | $445,000 | 260 |
| Foundation and endowment and agency accounts income | $0 | 304 |
| YTD Gross income other trust and agency accounts | $0 | 173 |
| YTD Gross income custody and safekeeping agency accounts | $42,000 | 321 |
| YTD Gross income other trust accounts | $2,000 | 298 |
| Gross Fiduciary activities income | $899,000 | 405 |
| YTD fiduciary expense (Dec. only) | $1,440,000 | 294 |
| YTD fiduciary net loss (Dec. only) | $0 | 207 |
| YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
| YTD net fiduciary income (Dec. only) | $-541,000 | 7,982 |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 219 |
| YTD Gross Income from other retirement accounts | $0 | 338 |
| YTD Gross Income corporate trust and agency | $0 | 161 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $661,000 | 408 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 318 |
| YTD Gross Income employee benefit defined benefit | $0 | 219 |
| YTD Gross Income from other retirement accounts | $0 | 341 |
| YTD Gross Income corporate trust and agency | $0 | 158 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
| YTD Gross income other trust accounts | $0 | 218 |
| Gross Fiduciary activities income | $427,000 | 421 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | $0 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | $0 | 313 |
| YTD Gross Income employee benefit defined benefit | $0 | 208 |
| YTD Gross Income from other retirement accounts | $0 | 341 |
| YTD Gross Income corporate trust and agency | $0 | 147 |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | $0 | 331 |
| YTD Gross income other trust accounts | $0 | 211 |
| Gross Fiduciary activities income | $204,000 | 436 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 187 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,039,000 | 402 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $810,000 | 401 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $554,000 | 401 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $287,000 | 392 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,118,000 | 390 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $845,000 | 384 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $558,000 | 393 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $315,000 | 368 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 197 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $1,039,000 | 390 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $759,000 | 390 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $502,000 | 399 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $240,000 | 415 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 220 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $976,000 | 396 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $734,000 | 388 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $399,000 | 441 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $207,000 | 442 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 199 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $882,000 | 403 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $675,000 | 401 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $448,000 | 406 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $232,000 | 396 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 203 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $802,000 | 428 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $594,000 | 440 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $390,000 | 447 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $197,000 | 447 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 218 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $607,000 | 510 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | $0 | 240 |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $570,000 | 552 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $547,000 | 573 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $566,000 | 602 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $555,000 | 607 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $522,000 | 637 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $500,000 | 703 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $427,000 | 785 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $367,000 | 835 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $520,000 | 750 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| YTD Gross Income from Personal trust and agency accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| YTD Gross Income employee benefit defined contribution | NA | NA |
| YTD Gross Income employee benefit defined benefit | NA | NA |
| YTD Gross Income from other retirement accounts | NA | NA |
| YTD Gross Income corporate trust and agency | NA | NA |
| Investment management and investment advisory agency accounts income | NA | NA |
| Foundation and endowment and agency accounts income | NA | NA |
| YTD Gross income other trust and agency accounts | NA | NA |
| YTD Gross income custody and safekeeping agency accounts | NA | NA |
| YTD Gross income other trust accounts | NA | NA |
| Gross Fiduciary activities income | $410,000 | 832 |
| YTD fiduciary expense (Dec. only) | NA | NA |
| YTD fiduciary net loss (Dec. only) | NA | NA |
| YTD fiduciary intracompany income (Dec. only) | NA | NA |
| YTD net fiduciary income (Dec. only) | NA | NA |
| Memoranda: | ||
| YTD foreign offices total gross fiduciary income | NA | NA |