Home > Washington Trust Bank > Gross Fiduciary and Related Services Income

Washington Trust Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,517,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,000126
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$3,356,00065
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$10,585,000111
Foundation and endowment and agency accounts income$913,00085
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$359,000125
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$24,259,000101
YTD fiduciary expense (Dec. only)$21,650,00089
YTD fiduciary net loss (Dec. only)$57,000106
YTD fiduciary intracompany income (Dec. only)$577,00064
YTD net fiduciary income (Dec. only)$3,129,000163
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,145,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$396,000119
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$2,481,00065
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$7,864,000115
Foundation and endowment and agency accounts income$682,00085
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$260,000120
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$17,828,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,138,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$257,000122
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$1,621,00065
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$5,195,000111
Foundation and endowment and agency accounts income$455,00087
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$166,000124
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$11,832,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,942,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000123
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$783,00071
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$2,572,00070
Foundation and endowment and agency accounts income$221,00091
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$82,000132
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$5,724,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,639,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$392,000128
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,392,00072
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$6,948,00076
Foundation and endowment and agency accounts income$759,00086
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$165,000154
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$16,295,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,834,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$268,000122
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,606,00069
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$4,674,00067
Foundation and endowment and agency accounts income$530,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000142
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$11,018,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,826,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000127
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$802,00072
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$2,383,00067
Foundation and endowment and agency accounts income$263,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000144
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$5,438,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,713,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$681,000116
YTD Gross Income employee benefit defined benefit$7,000179
YTD Gross Income from other retirement accounts$3,180,00073
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$9,004,00066
Foundation and endowment and agency accounts income$989,00078
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$237,000137
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$21,811,00096
YTD fiduciary expense (Dec. only)$18,750,00079
YTD fiduciary net loss (Dec. only)$85,00060
YTD fiduciary intracompany income (Dec. only)$654,00053
YTD net fiduciary income (Dec. only)$3,630,000146
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,758,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$521,000114
YTD Gross Income employee benefit defined benefit$6,000160
YTD Gross Income from other retirement accounts$2,345,00074
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$6,635,00067
Foundation and endowment and agency accounts income$734,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$173,000134
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$16,172,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,893,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$361,000112
YTD Gross Income employee benefit defined benefit$4,000177
YTD Gross Income from other retirement accounts$1,543,00074
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$4,349,00067
Foundation and endowment and agency accounts income$483,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,000138
YTD Gross income other trust accounts$8,000157
Gross Fiduciary activities income$10,758,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,727,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000106
YTD Gross Income employee benefit defined benefit$2,000160
YTD Gross Income from other retirement accounts$766,00074
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$2,130,00067
Foundation and endowment and agency accounts income$234,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000139
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$5,113,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,755,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$444,000132
YTD Gross Income employee benefit defined benefit$11,000179
YTD Gross Income from other retirement accounts$2,691,00075
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$7,845,00067
Foundation and endowment and agency accounts income$860,00077
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$256,000132
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$18,862,00097
YTD fiduciary expense (Dec. only)$19,214,00074
YTD fiduciary net loss (Dec. only)$84,00061
YTD fiduciary intracompany income (Dec. only)$592,00052
YTD net fiduciary income (Dec. only)$156,000372
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,025,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$338,000124
YTD Gross Income employee benefit defined benefit$9,000161
YTD Gross Income from other retirement accounts$1,987,00074
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$5,863,00067
Foundation and endowment and agency accounts income$636,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$199,000121
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$14,057,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,284,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$239,000126
YTD Gross Income employee benefit defined benefit$8,000173
YTD Gross Income from other retirement accounts$1,306,00074
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$3,920,00067
Foundation and endowment and agency accounts income$421,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000121
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$9,322,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,572,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$121,000117
YTD Gross Income employee benefit defined benefit$4,000156
YTD Gross Income from other retirement accounts$686,00072
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$2,023,00068
Foundation and endowment and agency accounts income$209,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000114
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$4,691,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,162,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$440,000131
YTD Gross Income employee benefit defined benefit$19,000174
YTD Gross Income from other retirement accounts$2,588,00072
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$7,340,00068
Foundation and endowment and agency accounts income$879,00073
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$240,000131
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$17,668,000102
YTD fiduciary expense (Dec. only)$18,996,00075
YTD fiduciary net loss (Dec. only)$106,00050
YTD fiduciary intracompany income (Dec. only)$541,00056
YTD net fiduciary income (Dec. only)$-893,0005,169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,534,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$331,000126
YTD Gross Income employee benefit defined benefit$15,000162
YTD Gross Income from other retirement accounts$1,927,00071
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$5,473,00069
Foundation and endowment and agency accounts income$667,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$183,000126
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$13,130,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,083,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$233,000130
YTD Gross Income employee benefit defined benefit$11,000163
YTD Gross Income from other retirement accounts$1,222,00073
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$3,652,00069
Foundation and endowment and agency accounts income$445,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000127
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,769,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,415,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000130
YTD Gross Income employee benefit defined benefit$6,000156
YTD Gross Income from other retirement accounts$597,00074
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,797,00069
Foundation and endowment and agency accounts income$220,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000131
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$4,206,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,540,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$591,000128
YTD Gross Income employee benefit defined benefit$23,000176
YTD Gross Income from other retirement accounts$2,479,00070
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$7,249,00069
Foundation and endowment and agency accounts income$1,017,00067
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$239,000138
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$18,138,00098
YTD fiduciary expense (Dec. only)$17,890,00079
YTD fiduciary net loss (Dec. only)$67,00068
YTD fiduciary intracompany income (Dec. only)$647,00057
YTD net fiduciary income (Dec. only)$828,000280
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,458,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$377,000133
YTD Gross Income employee benefit defined benefit$15,000167
YTD Gross Income from other retirement accounts$1,724,00071
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$4,988,00076
Foundation and endowment and agency accounts income$711,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,000139
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$12,439,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,974,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000134
YTD Gross Income employee benefit defined benefit$10,000167
YTD Gross Income from other retirement accounts$1,147,00068
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$3,288,00076
Foundation and endowment and agency accounts income$475,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000140
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$8,260,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,407,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000132
YTD Gross Income employee benefit defined benefit$5,000165
YTD Gross Income from other retirement accounts$563,00070
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,617,00079
Foundation and endowment and agency accounts income$234,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000150
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,005,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,326,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$522,000133
YTD Gross Income employee benefit defined benefit$15,000199
YTD Gross Income from other retirement accounts$1,996,00072
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$5,657,00081
Foundation and endowment and agency accounts income$917,00068
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$210,000147
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$14,644,000107
YTD fiduciary expense (Dec. only)$15,705,00082
YTD fiduciary net loss (Dec. only)$93,00057
YTD fiduciary intracompany income (Dec. only)$593,00059
YTD net fiduciary income (Dec. only)$-561,0005,660
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,877,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$397,000126
YTD Gross Income employee benefit defined benefit$11,000180
YTD Gross Income from other retirement accounts$1,450,00074
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$4,136,00081
Foundation and endowment and agency accounts income$689,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$159,000135
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$10,719,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,474,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$275,000126
YTD Gross Income employee benefit defined benefit$7,000176
YTD Gross Income from other retirement accounts$938,00075
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,708,00082
Foundation and endowment and agency accounts income$453,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000132
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$6,961,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,261,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000126
YTD Gross Income employee benefit defined benefit$3,000177
YTD Gross Income from other retirement accounts$459,00073
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,322,00082
Foundation and endowment and agency accounts income$223,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000135
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$3,452,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,182,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$543,000127
YTD Gross Income employee benefit defined benefit$9,000211
YTD Gross Income from other retirement accounts$1,748,00072
YTD Gross Income corporate trust and agency$3,000152
Investment management and investment advisory agency accounts income$4,972,00082
Foundation and endowment and agency accounts income$895,00066
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$215,000148
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$13,567,000107
YTD fiduciary expense (Dec. only)$13,974,00084
YTD fiduciary net loss (Dec. only)$190,00038
YTD fiduciary intracompany income (Dec. only)$532,00060
YTD net fiduciary income (Dec. only)$-65,0005,879
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,890,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$404,000127
YTD Gross Income employee benefit defined benefit$6,000188
YTD Gross Income from other retirement accounts$1,301,00072
YTD Gross Income corporate trust and agency$3,000112
Investment management and investment advisory agency accounts income$3,708,00082
Foundation and endowment and agency accounts income$669,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$168,000139
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$10,149,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,613,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000120
YTD Gross Income employee benefit defined benefit$4,000188
YTD Gross Income from other retirement accounts$825,00075
YTD Gross Income corporate trust and agency$3,000104
Investment management and investment advisory agency accounts income$2,441,00083
Foundation and endowment and agency accounts income$454,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,000132
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$6,764,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,240,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000115
YTD Gross Income employee benefit defined benefit$2,000188
YTD Gross Income from other retirement accounts$417,00076
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$1,209,00083
Foundation and endowment and agency accounts income$229,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000122
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,327,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,498,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$650,000120
YTD Gross Income employee benefit defined benefit$5,000231
YTD Gross Income from other retirement accounts$1,684,00073
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$4,892,00081
Foundation and endowment and agency accounts income$948,00064
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$218,000154
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$13,895,000106
YTD fiduciary expense (Dec. only)$13,210,00085
YTD fiduciary net loss (Dec. only)$220,00033
YTD fiduciary intracompany income (Dec. only)$525,00058
YTD net fiduciary income (Dec. only)$990,000242
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,170,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$501,000116
YTD Gross Income employee benefit defined benefit$4,000201
YTD Gross Income from other retirement accounts$1,263,00073
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,672,00078
Foundation and endowment and agency accounts income$711,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000144
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$10,491,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,802,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$349,000118
YTD Gross Income employee benefit defined benefit$3,000194
YTD Gross Income from other retirement accounts$848,00075
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,434,00080
Foundation and endowment and agency accounts income$478,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000144
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$7,033,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,324,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$157,000120
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$424,00075
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$1,187,00079
Foundation and endowment and agency accounts income$233,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000140
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$3,387,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,516,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$681,000118
YTD Gross Income employee benefit defined benefit$1,000252
YTD Gross Income from other retirement accounts$1,387,00083
YTD Gross Income corporate trust and agency$2,000176
Investment management and investment advisory agency accounts income$4,225,00079
Foundation and endowment and agency accounts income$914,00061
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$305,000121
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$13,031,000105
YTD fiduciary expense (Dec. only)$12,367,00083
YTD fiduciary net loss (Dec. only)$-12,0006,503
YTD fiduciary intracompany income (Dec. only)$482,00061
YTD net fiduciary income (Dec. only)$1,158,000213
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,188,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$523,000112
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$995,00082
YTD Gross Income corporate trust and agency$3,000120
Investment management and investment advisory agency accounts income$3,092,00078
Foundation and endowment and agency accounts income$679,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$252,000110
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$9,732,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,693,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000140
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$613,00086
YTD Gross Income corporate trust and agency$3,000108
Investment management and investment advisory agency accounts income$1,994,00078
Foundation and endowment and agency accounts income$441,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,000101
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,161,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,266,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000131
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$281,00089
YTD Gross Income corporate trust and agency$3,00092
Investment management and investment advisory agency accounts income$994,00079
Foundation and endowment and agency accounts income$220,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$152,00084
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,050,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,772,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$613,000121
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$1,065,00087
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$3,443,00088
Foundation and endowment and agency accounts income$834,00059
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$609,00086
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$12,336,000106
YTD fiduciary expense (Dec. only)$11,538,00087
YTD fiduciary net loss (Dec. only)$175,00036
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$623,000283
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,290,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,000120
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$782,00085
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,615,00083
Foundation and endowment and agency accounts income$495,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$465,00083
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$9,101,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,957,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000130
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$509,00087
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,715,00081
Foundation and endowment and agency accounts income$328,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$313,00082
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$6,078,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,387,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$130,000126
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$249,00090
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$839,00084
Foundation and endowment and agency accounts income$163,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$153,00081
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,921,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,303,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$602,000121
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$857,00099
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$2,906,00093
Foundation and endowment and agency accounts income$699,00059
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$593,00086
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$10,960,000101
YTD fiduciary expense (Dec. only)$10,752,00090
YTD fiduciary net loss (Dec. only)$174,00041
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$34,000472
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,686,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$455,000118
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$627,00096
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,116,00092
Foundation and endowment and agency accounts income$532,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$438,00084
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$7,854,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,548,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$298,000119
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$392,000101
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,376,00093
Foundation and endowment and agency accounts income$346,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$312,00081
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$5,272,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,186,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000130
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$190,000101
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$680,00095
Foundation and endowment and agency accounts income$180,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,00079
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,514,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,474,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$579,000122
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$734,000103
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$2,581,00095
Foundation and endowment and agency accounts income$733,00054
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$648,00078
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$9,749,00096
YTD fiduciary expense (Dec. only)$8,235,000103
YTD fiduciary net loss (Dec. only)$57,00078
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,457,000149
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,349,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$429,000123
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$548,000104
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,924,00095
Foundation and endowment and agency accounts income$555,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$477,00083
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,282,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,292,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$297,000119
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$366,000103
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,277,00098
Foundation and endowment and agency accounts income$375,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$333,00077
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,940,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,038,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000208
YTD Gross Income employee benefit defined benefit$18,000129
YTD Gross Income from other retirement accounts$277,00071
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$609,000100
Foundation and endowment and agency accounts income$182,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,00084
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,319,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,249,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$116,000243
YTD Gross Income employee benefit defined benefit$57,000140
YTD Gross Income from other retirement accounts$1,053,00069
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$2,267,00098
Foundation and endowment and agency accounts income$753,00049
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$599,00085
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$9,094,00098
YTD fiduciary expense (Dec. only)$7,514,000104
YTD fiduciary net loss (Dec. only)$109,00051
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,471,000144
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,131,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$84,000214
YTD Gross Income employee benefit defined benefit$45,000138
YTD Gross Income from other retirement accounts$731,00073
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,674,00095
Foundation and endowment and agency accounts income$575,00047
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$452,00085
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$6,692,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,068,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000218
YTD Gross Income employee benefit defined benefit$29,000142
YTD Gross Income from other retirement accounts$535,00068
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,124,00097
Foundation and endowment and agency accounts income$386,00046
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$299,00086
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,495,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$900,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000223
YTD Gross Income employee benefit defined benefit$14,000139
YTD Gross Income from other retirement accounts$259,00069
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$551,00099
Foundation and endowment and agency accounts income$192,00043
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,00083
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,099,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,884,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000268
YTD Gross Income employee benefit defined benefit$54,000150
YTD Gross Income from other retirement accounts$1,010,00066
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,634,00081
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$636,00090
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$8,296,000100
YTD fiduciary expense (Dec. only)$7,864,000100
YTD fiduciary net loss (Dec. only)$125,00052
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$307,000334
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,947,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$338,000132
YTD Gross Income employee benefit defined benefit$55,000128
YTD Gross Income from other retirement accounts$394,000117
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$436,00093
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$6,163,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,992,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000143
YTD Gross Income employee benefit defined benefit$38,000126
YTD Gross Income from other retirement accounts$267,000113
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$307,00092
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$4,128,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$865,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000147
YTD Gross Income employee benefit defined benefit$19,000126
YTD Gross Income from other retirement accounts$123,000120
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,00093
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,934,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,462,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,985,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,728,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,255,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,092,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,611,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,507,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,196,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,851,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,685,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,821,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,078,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,764,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,805,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,245,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,704,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,905,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,266,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,864,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,456,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,416,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,989,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,778,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,548,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,148,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,643,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,994,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,626,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,738,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,254,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,795,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,340,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,059,000299
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,174,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,875,000314
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA