Home > 1st Source Bank > Gross Fiduciary and Related Services Income

1st Source 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$4,985,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,160,00033
YTD Gross Income employee benefit defined benefit$497,00059
YTD Gross Income from other retirement accounts$3,346,00066
YTD Gross Income corporate trust and agency$4,000111
Investment management and investment advisory agency accounts income$8,798,000121
Foundation and endowment and agency accounts income$582,000116
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$350,000128
YTD Gross income other trust accounts$984,00053
Gross Fiduciary activities income$23,706,000105
YTD fiduciary expense (Dec. only)$15,197,000106
YTD fiduciary net loss (Dec. only)$37,000126
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$8,472,00099
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$3,776,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,048,00036
YTD Gross Income employee benefit defined benefit$375,00063
YTD Gross Income from other retirement accounts$2,474,00066
YTD Gross Income corporate trust and agency$3,00085
Investment management and investment advisory agency accounts income$6,511,000125
Foundation and endowment and agency accounts income$437,000113
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$251,000123
YTD Gross income other trust accounts$919,00052
Gross Fiduciary activities income$17,794,000105
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
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$2,597,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,056,00034
YTD Gross Income employee benefit defined benefit$253,00059
YTD Gross Income from other retirement accounts$1,649,00063
YTD Gross Income corporate trust and agency$1,000105
Investment management and investment advisory agency accounts income$4,275,000121
Foundation and endowment and agency accounts income$292,000114
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$159,000128
YTD Gross income other trust accounts$864,00049
Gross Fiduciary activities income$12,146,00097
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
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$1,372,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$979,00037
YTD Gross Income employee benefit defined benefit$126,00063
YTD Gross Income from other retirement accounts$818,00069
YTD Gross Income corporate trust and agency$5,00070
Investment management and investment advisory agency accounts income$2,113,00080
Foundation and endowment and agency accounts income$146,000114
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$53,000163
YTD Gross income other trust accounts$67,00086
Gross Fiduciary activities income$5,679,000111
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
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,091,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,447,00033
YTD Gross Income employee benefit defined benefit$497,00069
YTD Gross Income from other retirement accounts$3,300,00070
YTD Gross Income corporate trust and agency$3,000121
Investment management and investment advisory agency accounts income$8,156,00084
Foundation and endowment and agency accounts income$661,000109
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$197,000167
YTD Gross income other trust accounts$755,00066
Gross Fiduciary activities income$23,107,000107
YTD fiduciary expense (Dec. only)$14,346,000112
YTD fiduciary net loss (Dec. only)$37,000100
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$8,724,000102
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$3,837,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,358,00033
YTD Gross Income employee benefit defined benefit$373,00069
YTD Gross Income from other retirement accounts$2,461,00071
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$6,104,00086
Foundation and endowment and agency accounts income$519,000110
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$139,000171
YTD Gross income other trust accounts$708,00056
Gross Fiduciary activities income$17,499,000107
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
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$2,563,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,318,00028
YTD Gross Income employee benefit defined benefit$255,00059
YTD Gross Income from other retirement accounts$1,668,00068
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$4,068,00078
Foundation and endowment and agency accounts income$377,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000160
YTD Gross income other trust accounts$661,00044
Gross Fiduciary activities income$12,001,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,296,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,252,00029
YTD Gross Income employee benefit defined benefit$132,00059
YTD Gross Income from other retirement accounts$860,00069
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$2,085,00077
Foundation and endowment and agency accounts income$203,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000159
YTD Gross income other trust accounts$41,00082
Gross Fiduciary activities income$5,914,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,469,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,516,00033
YTD Gross Income employee benefit defined benefit$558,00054
YTD Gross Income from other retirement accounts$3,460,00068
YTD Gross Income corporate trust and agency$6,000101
Investment management and investment advisory agency accounts income$7,961,00074
Foundation and endowment and agency accounts income$814,00086
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$201,000148
YTD Gross income other trust accounts$797,00050
Gross Fiduciary activities income$23,782,00088
YTD fiduciary expense (Dec. only)$14,388,00090
YTD fiduciary net loss (Dec. only)$84,00061
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$9,310,00086
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$4,148,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,317,00032
YTD Gross Income employee benefit defined benefit$418,00056
YTD Gross Income from other retirement accounts$2,564,00067
YTD Gross Income corporate trust and agency$3,00094
Investment management and investment advisory agency accounts income$5,867,00074
Foundation and endowment and agency accounts income$606,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$147,000143
YTD Gross income other trust accounts$763,00047
Gross Fiduciary activities income$17,833,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,755,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,202,00031
YTD Gross Income employee benefit defined benefit$282,00056
YTD Gross Income from other retirement accounts$1,680,00067
YTD Gross Income corporate trust and agency$3,00098
Investment management and investment advisory agency accounts income$3,816,00074
Foundation and endowment and agency accounts income$400,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000146
YTD Gross income other trust accounts$709,00043
Gross Fiduciary activities income$11,947,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,317,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,042,00030
YTD Gross Income employee benefit defined benefit$139,00054
YTD Gross Income from other retirement accounts$814,00070
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,856,00076
Foundation and endowment and agency accounts income$197,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000146
YTD Gross income other trust accounts$68,00078
Gross Fiduciary activities income$5,481,00092
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
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,245,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,931,00033
YTD Gross Income employee benefit defined benefit$491,00057
YTD Gross Income from other retirement accounts$2,948,00071
YTD Gross Income corporate trust and agency$2,000134
Investment management and investment advisory agency accounts income$6,785,00077
Foundation and endowment and agency accounts income$722,00086
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$196,000150
YTD Gross income other trust accounts$794,00057
Gross Fiduciary activities income$21,114,00086
YTD fiduciary expense (Dec. only)$13,837,00089
YTD fiduciary net loss (Dec. only)$11,000123
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$7,266,00081
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$3,796,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,885,00035
YTD Gross Income employee benefit defined benefit$356,00058
YTD Gross Income from other retirement accounts$2,126,00069
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$4,999,00077
Foundation and endowment and agency accounts income$537,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,000149
YTD Gross income other trust accounts$752,00053
Gross Fiduciary activities income$15,590,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,508,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,901,00036
YTD Gross Income employee benefit defined benefit$233,00060
YTD Gross Income from other retirement accounts$1,378,00070
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$3,267,00077
Foundation and endowment and agency accounts income$357,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000154
YTD Gross income other trust accounts$703,00046
Gross Fiduciary activities income$10,437,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,274,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$911,00039
YTD Gross Income employee benefit defined benefit$103,00063
YTD Gross Income from other retirement accounts$672,00074
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,614,00080
Foundation and endowment and agency accounts income$183,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000165
YTD Gross income other trust accounts$52,00086
Gross Fiduciary activities income$4,848,00095
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
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,521,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,809,00037
YTD Gross Income employee benefit defined benefit$435,00065
YTD Gross Income from other retirement accounts$2,811,00067
YTD Gross Income corporate trust and agency$2,000120
Investment management and investment advisory agency accounts income$6,412,00079
Foundation and endowment and agency accounts income$742,00082
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$172,000158
YTD Gross income other trust accounts$788,00057
Gross Fiduciary activities income$20,692,00089
YTD fiduciary expense (Dec. only)$13,854,00090
YTD fiduciary net loss (Dec. only)$62,00065
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$6,776,00085
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$4,060,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,820,00039
YTD Gross Income employee benefit defined benefit$322,00067
YTD Gross Income from other retirement accounts$2,059,00068
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$4,747,00079
Foundation and endowment and agency accounts income$552,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000163
YTD Gross income other trust accounts$744,00053
Gross Fiduciary activities income$15,423,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,687,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,882,00038
YTD Gross Income employee benefit defined benefit$215,00066
YTD Gross Income from other retirement accounts$1,363,00068
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$3,150,00078
Foundation and endowment and agency accounts income$370,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000170
YTD Gross income other trust accounts$696,00044
Gross Fiduciary activities income$10,441,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,354,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$888,00041
YTD Gross Income employee benefit defined benefit$110,00065
YTD Gross Income from other retirement accounts$667,00069
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,555,00079
Foundation and endowment and agency accounts income$184,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000167
YTD Gross income other trust accounts$62,00079
Gross Fiduciary activities income$4,858,00092
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
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,892,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,788,00038
YTD Gross Income employee benefit defined benefit$468,00070
YTD Gross Income from other retirement accounts$2,727,00066
YTD Gross Income corporate trust and agency$5,000127
Investment management and investment advisory agency accounts income$6,303,00079
Foundation and endowment and agency accounts income$747,00080
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$183,000159
YTD Gross income other trust accounts$958,00050
Gross Fiduciary activities income$21,071,00088
YTD fiduciary expense (Dec. only)$14,235,00090
YTD fiduciary net loss (Dec. only)$270,00037
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$6,566,00088
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$4,477,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,840,00038
YTD Gross Income employee benefit defined benefit$367,00067
YTD Gross Income from other retirement accounts$2,042,00065
YTD Gross Income corporate trust and agency$2,000114
Investment management and investment advisory agency accounts income$4,757,00078
Foundation and endowment and agency accounts income$571,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000155
YTD Gross income other trust accounts$907,00045
Gross Fiduciary activities income$16,097,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,026,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,892,00039
YTD Gross Income employee benefit defined benefit$237,00071
YTD Gross Income from other retirement accounts$1,344,00064
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$3,152,00078
Foundation and endowment and agency accounts income$380,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000153
YTD Gross income other trust accounts$862,00039
Gross Fiduciary activities income$10,988,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,550,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$926,00039
YTD Gross Income employee benefit defined benefit$114,00073
YTD Gross Income from other retirement accounts$670,00063
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,558,00080
Foundation and endowment and agency accounts income$187,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000150
YTD Gross income other trust accounts$133,00066
Gross Fiduciary activities income$5,188,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,184,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,737,00039
YTD Gross Income employee benefit defined benefit$563,00059
YTD Gross Income from other retirement accounts$2,620,00060
YTD Gross Income corporate trust and agency$3,000155
Investment management and investment advisory agency accounts income$5,842,00080
Foundation and endowment and agency accounts income$713,00074
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$216,000146
YTD Gross income other trust accounts$1,102,00044
Gross Fiduciary activities income$20,980,00085
YTD fiduciary expense (Dec. only)$14,012,00089
YTD fiduciary net loss (Dec. only)$45,00071
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$6,923,00080
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,593,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,776,00038
YTD Gross Income employee benefit defined benefit$421,00059
YTD Gross Income from other retirement accounts$1,907,00061
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$4,320,00080
Foundation and endowment and agency accounts income$530,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,000138
YTD Gross income other trust accounts$963,00043
Gross Fiduciary activities income$15,665,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,094,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,857,00038
YTD Gross Income employee benefit defined benefit$284,00059
YTD Gross Income from other retirement accounts$1,259,00061
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,850,00079
Foundation and endowment and agency accounts income$352,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$101,000138
YTD Gross income other trust accounts$831,00036
Gross Fiduciary activities income$10,628,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,570,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$886,00039
YTD Gross Income employee benefit defined benefit$141,00060
YTD Gross Income from other retirement accounts$615,00061
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,391,00078
Foundation and endowment and agency accounts income$173,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000135
YTD Gross income other trust accounts$173,00052
Gross Fiduciary activities income$5,001,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,602,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,904,00040
YTD Gross Income employee benefit defined benefit$528,00060
YTD Gross Income from other retirement accounts$2,373,00062
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$5,177,00080
Foundation and endowment and agency accounts income$671,00074
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$231,000139
YTD Gross income other trust accounts$1,770,00030
Gross Fiduciary activities income$19,256,00086
YTD fiduciary expense (Dec. only)$13,027,00090
YTD fiduciary net loss (Dec. only)$78,00063
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$6,151,00072
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$4,154,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,042,00041
YTD Gross Income employee benefit defined benefit$393,00060
YTD Gross Income from other retirement accounts$1,731,00063
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$3,821,00080
Foundation and endowment and agency accounts income$492,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000137
YTD Gross income other trust accounts$1,619,00028
Gross Fiduciary activities income$14,422,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,738,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,177,00051
YTD Gross Income employee benefit defined benefit$259,00059
YTD Gross Income from other retirement accounts$1,137,00064
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,511,00080
Foundation and endowment and agency accounts income$327,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,000134
YTD Gross income other trust accounts$1,466,00027
Gross Fiduciary activities income$9,731,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,368,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$500,00056
YTD Gross Income employee benefit defined benefit$128,00061
YTD Gross Income from other retirement accounts$559,00066
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,239,00079
Foundation and endowment and agency accounts income$160,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000132
YTD Gross income other trust accounts$609,00028
Gross Fiduciary activities income$4,623,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,610,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,474,00071
YTD Gross Income employee benefit defined benefit$560,00059
YTD Gross Income from other retirement accounts$2,331,00063
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$4,830,00082
Foundation and endowment and agency accounts income$650,00076
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$248,000138
YTD Gross income other trust accounts$3,423,00025
Gross Fiduciary activities income$19,126,00084
YTD fiduciary expense (Dec. only)$11,715,00096
YTD fiduciary net loss (Dec. only)$137,00041
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$7,274,00064
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$4,202,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,119,00072
YTD Gross Income employee benefit defined benefit$426,00059
YTD Gross Income from other retirement accounts$1,694,00066
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,587,00080
Foundation and endowment and agency accounts income$487,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$187,000137
YTD Gross income other trust accounts$2,736,00024
Gross Fiduciary activities income$14,438,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,852,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$763,00071
YTD Gross Income employee benefit defined benefit$295,00059
YTD Gross Income from other retirement accounts$1,134,00065
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,338,00081
Foundation and endowment and agency accounts income$324,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000141
YTD Gross income other trust accounts$1,975,00024
Gross Fiduciary activities income$9,804,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,416,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$360,00073
YTD Gross Income employee benefit defined benefit$148,00061
YTD Gross Income from other retirement accounts$547,00067
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$1,113,00080
Foundation and endowment and agency accounts income$160,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000147
YTD Gross income other trust accounts$757,00027
Gross Fiduciary activities income$4,557,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,542,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,126,00041
YTD Gross Income employee benefit defined benefit$617,00061
YTD Gross Income from other retirement accounts$2,257,00061
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$4,331,00077
Foundation and endowment and agency accounts income$684,00070
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$220,000148
YTD Gross income other trust accounts$1,734,00033
Gross Fiduciary activities income$18,511,00083
YTD fiduciary expense (Dec. only)$10,850,00099
YTD fiduciary net loss (Dec. only)$80,00055
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$7,581,00066
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$3,932,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,542,00040
YTD Gross Income employee benefit defined benefit$598,00054
YTD Gross Income from other retirement accounts$1,701,00061
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$3,390,00076
Foundation and endowment and agency accounts income$504,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,000144
YTD Gross income other trust accounts$1,101,00038
Gross Fiduciary activities income$13,930,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,645,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,716,00041
YTD Gross Income employee benefit defined benefit$423,00052
YTD Gross Income from other retirement accounts$1,150,00059
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,202,00075
Foundation and endowment and agency accounts income$335,00067
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000142
YTD Gross income other trust accounts$847,00036
Gross Fiduciary activities income$9,431,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,339,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$817,00043
YTD Gross Income employee benefit defined benefit$216,00051
YTD Gross Income from other retirement accounts$599,00058
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$1,085,00075
Foundation and endowment and agency accounts income$165,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000132
YTD Gross income other trust accounts$193,00049
Gross Fiduciary activities income$4,476,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,275,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,780,00044
YTD Gross Income employee benefit defined benefit$212,00098
YTD Gross Income from other retirement accounts$1,853,00063
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$4,153,00072
Foundation and endowment and agency accounts income$640,00068
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$261,000129
YTD Gross income other trust accounts$2,209,00028
Gross Fiduciary activities income$17,383,00081
YTD fiduciary expense (Dec. only)$11,588,00086
YTD fiduciary net loss (Dec. only)$123,00048
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$5,672,00074
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$4,463,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,868,00047
YTD Gross Income employee benefit defined benefit$208,00082
YTD Gross Income from other retirement accounts$1,380,00062
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,285,00069
Foundation and endowment and agency accounts income$477,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$230,000113
YTD Gross income other trust accounts$1,889,00028
Gross Fiduciary activities income$13,800,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,325,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,171,00049
YTD Gross Income employee benefit defined benefit$204,00070
YTD Gross Income from other retirement accounts$991,00056
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,962,00073
Foundation and endowment and agency accounts income$314,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000128
YTD Gross income other trust accounts$1,451,00027
Gross Fiduciary activities income$8,540,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,218,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$596,00047
YTD Gross Income employee benefit defined benefit$98,00070
YTD Gross Income from other retirement accounts$513,00053
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$970,00075
Foundation and endowment and agency accounts income$155,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000124
YTD Gross income other trust accounts$480,00031
Gross Fiduciary activities income$4,101,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,942,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,341,00048
YTD Gross Income employee benefit defined benefit$334,00078
YTD Gross Income from other retirement accounts$1,844,00055
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$3,630,00076
Foundation and endowment and agency accounts income$625,00063
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$239,000133
YTD Gross income other trust accounts$2,543,00025
Gross Fiduciary activities income$16,498,00080
YTD fiduciary expense (Dec. only)$12,021,00083
YTD fiduciary net loss (Dec. only)$10,000125
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$4,467,00073
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$3,623,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,804,00043
YTD Gross Income employee benefit defined benefit$231,00080
YTD Gross Income from other retirement accounts$1,381,00056
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,663,00075
Foundation and endowment and agency accounts income$471,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$189,000124
YTD Gross income other trust accounts$2,045,00025
Gross Fiduciary activities income$12,407,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,355,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,181,00044
YTD Gross Income employee benefit defined benefit$156,00077
YTD Gross Income from other retirement accounts$927,00055
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,771,00076
Foundation and endowment and agency accounts income$315,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000117
YTD Gross income other trust accounts$1,510,00024
Gross Fiduciary activities income$8,352,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,180,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$546,00048
YTD Gross Income employee benefit defined benefit$86,00072
YTD Gross Income from other retirement accounts$480,00052
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$888,00077
Foundation and endowment and agency accounts income$153,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000114
YTD Gross income other trust accounts$563,00027
Gross Fiduciary activities income$3,973,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,929,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,203,00050
YTD Gross Income employee benefit defined benefit$356,00076
YTD Gross Income from other retirement accounts$1,843,00049
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$3,424,00069
Foundation and endowment and agency accounts income$694,00056
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$239,000126
YTD Gross income other trust accounts$2,639,00028
Gross Fiduciary activities income$16,327,00066
YTD fiduciary expense (Dec. only)$11,052,00084
YTD fiduciary net loss (Dec. only)$11,000125
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$5,264,00061
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$3,597,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,676,00048
YTD Gross Income employee benefit defined benefit$274,00076
YTD Gross Income from other retirement accounts$1,384,00049
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,554,00068
Foundation and endowment and agency accounts income$522,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$181,000128
YTD Gross income other trust accounts$2,117,00028
Gross Fiduciary activities income$12,305,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,413,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,177,00045
YTD Gross Income employee benefit defined benefit$177,00075
YTD Gross Income from other retirement accounts$927,00047
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,677,00072
Foundation and endowment and agency accounts income$343,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000126
YTD Gross income other trust accounts$1,565,00025
Gross Fiduciary activities income$8,403,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,335,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,00053
YTD Gross Income employee benefit defined benefit$92,00078
YTD Gross Income from other retirement accounts$478,00048
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$753,00080
Foundation and endowment and agency accounts income$174,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000121
YTD Gross income other trust accounts$565,00034
Gross Fiduciary activities income$3,992,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,123,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,979,00056
YTD Gross Income employee benefit defined benefit$363,00075
YTD Gross Income from other retirement accounts$1,717,00047
YTD Gross Income corporate trust and agency$35,000110
Investment management and investment advisory agency accounts income$3,026,00077
Foundation and endowment and agency accounts income$657,00051
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$213,000141
YTD Gross income other trust accounts$2,725,00031
Gross Fiduciary activities income$15,838,00067
YTD fiduciary expense (Dec. only)$10,843,00086
YTD fiduciary net loss (Dec. only)$232,00038
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$4,763,00063
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$3,635,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,448,00058
YTD Gross Income employee benefit defined benefit$274,00075
YTD Gross Income from other retirement accounts$1,190,00050
YTD Gross Income corporate trust and agency$31,00091
Investment management and investment advisory agency accounts income$2,271,00075
Foundation and endowment and agency accounts income$486,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000138
YTD Gross income other trust accounts$2,178,00030
Gross Fiduciary activities income$11,677,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,334,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$981,00058
YTD Gross Income employee benefit defined benefit$175,00076
YTD Gross Income from other retirement accounts$795,00051
YTD Gross Income corporate trust and agency$30,00084
Investment management and investment advisory agency accounts income$1,492,00078
Foundation and endowment and agency accounts income$318,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,000136
YTD Gross income other trust accounts$1,566,00026
Gross Fiduciary activities income$7,807,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,216,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$478,00057
YTD Gross Income employee benefit defined benefit$73,00080
YTD Gross Income from other retirement accounts$412,00045
YTD Gross Income corporate trust and agency$25,00071
Investment management and investment advisory agency accounts income$716,00080
Foundation and endowment and agency accounts income$154,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000121
YTD Gross income other trust accounts$601,00033
Gross Fiduciary activities income$3,745,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,786,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,743,00059
YTD Gross Income employee benefit defined benefit$336,00074
YTD Gross Income from other retirement accounts$1,706,00047
YTD Gross Income corporate trust and agency$55,000104
Investment management and investment advisory agency accounts income$2,763,00078
Foundation and endowment and agency accounts income$598,00045
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$227,000140
YTD Gross income other trust accounts$2,822,00029
Gross Fiduciary activities income$15,036,00068
YTD fiduciary expense (Dec. only)$10,618,00086
YTD fiduciary net loss (Dec. only)$33,00089
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$4,385,00066
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$3,984,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,734,00051
YTD Gross Income employee benefit defined benefit$105,000101
YTD Gross Income from other retirement accounts$1,305,00045
YTD Gross Income corporate trust and agency$34,00092
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$176,000141
YTD Gross income other trust accounts$1,977,00031
Gross Fiduciary activities income$11,473,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,726,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,047,00053
YTD Gross Income employee benefit defined benefit$72,000100
YTD Gross Income from other retirement accounts$909,00045
YTD Gross Income corporate trust and agency$19,00093
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$115,000148
YTD Gross income other trust accounts$1,523,00030
Gross Fiduciary activities income$7,852,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,473,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$475,00056
YTD Gross Income employee benefit defined benefit$36,00099
YTD Gross Income from other retirement accounts$532,00039
YTD Gross Income corporate trust and agency$9,00093
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$54,000146
YTD Gross income other trust accounts$520,00036
Gross Fiduciary activities income$3,804,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$18,599,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$14,155,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,216,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,262,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,432,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,232,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,378,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,643,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,806,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,320,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,049,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,391,00092
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
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$12,877,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,670,00092
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
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$6,531,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,246,00092
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
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$12,361,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,302,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,230,00099
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
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$3,090,00097
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
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$10,664,000105
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
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$8,019,000108
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
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$5,376,000109
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
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$2,640,000112
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
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$10,252,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,672,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,612,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,954,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,257,000152
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
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$7,312,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,732,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,639,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,125,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,803,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,089,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA