Home > American National Bank and Trust Company > Gross Fiduciary and Related Services Income

American National Bank and Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,222,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000265
YTD Gross Income employee benefit defined benefit$33,000192
YTD Gross Income from other retirement accounts$385,000278
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,583,000258
Foundation and endowment and agency accounts income$321,000161
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$165,000199
YTD Gross income other trust accounts$25,000160
Gross Fiduciary activities income$5,760,000242
YTD fiduciary expense (Dec. only)$2,382,000305
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$3,378,000157
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$2,380,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000219
YTD Gross Income employee benefit defined benefit$25,000184
YTD Gross Income from other retirement accounts$285,000242
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,200,000244
Foundation and endowment and agency accounts income$237,000151
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$125,000187
YTD Gross income other trust accounts$25,000132
Gross Fiduciary activities income$4,296,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,565,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000259
YTD Gross Income employee benefit defined benefit$17,000192
YTD Gross Income from other retirement accounts$184,000280
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$790,000254
Foundation and endowment and agency accounts income$154,000159
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$83,000188
YTD Gross income other trust accounts$2,000182
Gross Fiduciary activities income$2,807,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$729,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000225
YTD Gross Income employee benefit defined benefit$8,000140
YTD Gross Income from other retirement accounts$86,000253
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$384,000207
Foundation and endowment and agency accounts income$73,000157
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$41,000186
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,327,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,238,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000272
YTD Gross Income employee benefit defined benefit$36,000159
YTD Gross Income from other retirement accounts$329,000298
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,360,000236
Foundation and endowment and agency accounts income$306,000170
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$147,000198
YTD Gross income other trust accounts$24,000172
Gross Fiduciary activities income$5,467,000257
YTD fiduciary expense (Dec. only)$2,213,000323
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$3,254,000178
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$2,551,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000242
YTD Gross Income employee benefit defined benefit$27,000149
YTD Gross Income from other retirement accounts$250,000266
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$998,000228
Foundation and endowment and agency accounts income$234,000161
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$107,000194
YTD Gross income other trust accounts$23,000146
Gross Fiduciary activities income$4,211,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,846,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000259
YTD Gross Income employee benefit defined benefit$19,000142
YTD Gross Income from other retirement accounts$169,000277
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$651,000219
Foundation and endowment and agency accounts income$160,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000356
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,860,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,006,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000227
YTD Gross Income employee benefit defined benefit$9,000133
YTD Gross Income from other retirement accounts$84,000252
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$315,000211
Foundation and endowment and agency accounts income$82,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000193
YTD Gross income other trust accounts$1,000145
Gross Fiduciary activities income$1,534,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,016,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000264
YTD Gross Income employee benefit defined benefit$36,000145
YTD Gross Income from other retirement accounts$305,000287
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,168,000233
Foundation and endowment and agency accounts income$327,000154
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$114,000198
YTD Gross income other trust accounts$25,000148
Gross Fiduciary activities income$5,022,000235
YTD fiduciary expense (Dec. only)$2,096,000284
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$2,926,000168
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$2,264,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000231
YTD Gross Income employee benefit defined benefit$27,000135
YTD Gross Income from other retirement accounts$225,000255
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$863,000217
Foundation and endowment and agency accounts income$246,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000188
YTD Gross income other trust accounts$24,000129
Gross Fiduciary activities income$3,757,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,488,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000260
YTD Gross Income employee benefit defined benefit$18,000141
YTD Gross Income from other retirement accounts$145,000286
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$556,000235
Foundation and endowment and agency accounts income$166,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000196
YTD Gross income other trust accounts$2,000181
Gross Fiduciary activities income$2,446,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$743,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000232
YTD Gross Income employee benefit defined benefit$9,000134
YTD Gross Income from other retirement accounts$70,000256
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$263,000226
Foundation and endowment and agency accounts income$83,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000185
YTD Gross income other trust accounts$2,000144
Gross Fiduciary activities income$1,206,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,399,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000271
YTD Gross Income employee benefit defined benefit$42,000140
YTD Gross Income from other retirement accounts$252,000285
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$889,000250
Foundation and endowment and agency accounts income$299,000150
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$108,000204
YTD Gross income other trust accounts$25,000160
Gross Fiduciary activities income$4,044,000244
YTD fiduciary expense (Dec. only)$1,808,000299
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$2,236,000164
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,794,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000235
YTD Gross Income employee benefit defined benefit$31,000132
YTD Gross Income from other retirement accounts$186,000250
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$658,000230
Foundation and endowment and agency accounts income$223,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000195
YTD Gross income other trust accounts$24,000138
Gross Fiduciary activities income$3,019,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,173,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000264
YTD Gross Income employee benefit defined benefit$21,000137
YTD Gross Income from other retirement accounts$120,000283
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$434,000250
Foundation and endowment and agency accounts income$146,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000199
YTD Gross income other trust accounts$2,000183
Gross Fiduciary activities income$1,965,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$604,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000234
YTD Gross Income employee benefit defined benefit$11,000129
YTD Gross Income from other retirement accounts$62,000255
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$224,000229
Foundation and endowment and agency accounts income$75,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000194
YTD Gross income other trust accounts$1,000157
Gross Fiduciary activities income$1,012,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,229,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000267
YTD Gross Income employee benefit defined benefit$43,000143
YTD Gross Income from other retirement accounts$234,000287
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$892,000245
Foundation and endowment and agency accounts income$293,000144
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$102,000208
YTD Gross income other trust accounts$25,000163
Gross Fiduciary activities income$3,847,000248
YTD fiduciary expense (Dec. only)$1,778,000299
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,069,000172
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,616,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000241
YTD Gross Income employee benefit defined benefit$32,000135
YTD Gross Income from other retirement accounts$172,000263
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$669,000233
Foundation and endowment and agency accounts income$216,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000197
YTD Gross income other trust accounts$25,000146
Gross Fiduciary activities income$2,826,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,059,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000265
YTD Gross Income employee benefit defined benefit$21,000142
YTD Gross Income from other retirement accounts$112,000291
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$447,000244
Foundation and endowment and agency accounts income$144,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000205
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$1,847,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$532,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000263
YTD Gross Income employee benefit defined benefit$11,000135
YTD Gross Income from other retirement accounts$54,000292
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$216,000244
Foundation and endowment and agency accounts income$70,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000203
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$914,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,278,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000287
YTD Gross Income employee benefit defined benefit$51,000145
YTD Gross Income from other retirement accounts$222,000306
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$792,000263
Foundation and endowment and agency accounts income$292,000141
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$90,000222
YTD Gross income other trust accounts$26,000175
Gross Fiduciary activities income$3,783,000247
YTD fiduciary expense (Dec. only)$1,872,000289
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,911,000181
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,751,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000267
YTD Gross Income employee benefit defined benefit$39,000135
YTD Gross Income from other retirement accounts$167,000290
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$581,000259
Foundation and endowment and agency accounts income$220,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000217
YTD Gross income other trust accounts$25,000152
Gross Fiduciary activities income$2,875,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,148,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000265
YTD Gross Income employee benefit defined benefit$26,000135
YTD Gross Income from other retirement accounts$111,000290
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$381,000260
Foundation and endowment and agency accounts income$145,000139
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000218
YTD Gross income other trust accounts$1,000194
Gross Fiduciary activities income$1,874,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$569,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000269
YTD Gross Income employee benefit defined benefit$13,000132
YTD Gross Income from other retirement accounts$56,000289
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$190,000257
Foundation and endowment and agency accounts income$69,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000215
YTD Gross income other trust accounts$1,000181
Gross Fiduciary activities income$929,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,504,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000306
YTD Gross Income employee benefit defined benefit$48,000150
YTD Gross Income from other retirement accounts$188,000319
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$737,000269
Foundation and endowment and agency accounts income$301,000132
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$88,000239
YTD Gross income other trust accounts$28,000188
Gross Fiduciary activities income$3,926,000236
YTD fiduciary expense (Dec. only)$1,666,000317
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$2,260,000153
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$1,849,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000265
YTD Gross Income employee benefit defined benefit$39,000134
YTD Gross Income from other retirement accounts$140,000294
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$551,000262
Foundation and endowment and agency accounts income$224,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000224
YTD Gross income other trust accounts$28,000151
Gross Fiduciary activities income$2,918,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,133,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000263
YTD Gross Income employee benefit defined benefit$26,000134
YTD Gross Income from other retirement accounts$91,000298
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$363,000261
Foundation and endowment and agency accounts income$148,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000218
YTD Gross income other trust accounts$2,000189
Gross Fiduciary activities income$1,820,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$578,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000266
YTD Gross Income employee benefit defined benefit$13,000134
YTD Gross Income from other retirement accounts$45,000298
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$174,000264
Foundation and endowment and agency accounts income$73,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000223
YTD Gross income other trust accounts$1,000179
Gross Fiduciary activities income$912,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,460,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000310
YTD Gross Income employee benefit defined benefit$56,000139
YTD Gross Income from other retirement accounts$184,000322
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$676,000273
Foundation and endowment and agency accounts income$272,000131
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$82,000239
YTD Gross income other trust accounts$30,000199
Gross Fiduciary activities income$3,791,000235
YTD fiduciary expense (Dec. only)$1,416,000341
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,375,000145
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$1,828,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000266
YTD Gross Income employee benefit defined benefit$42,000130
YTD Gross Income from other retirement accounts$138,000289
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$505,000259
Foundation and endowment and agency accounts income$202,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000214
YTD Gross income other trust accounts$29,000158
Gross Fiduciary activities income$2,829,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,225,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000266
YTD Gross Income employee benefit defined benefit$28,000131
YTD Gross Income from other retirement accounts$92,000296
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$337,000259
Foundation and endowment and agency accounts income$134,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000221
YTD Gross income other trust accounts$3,000190
Gross Fiduciary activities income$1,891,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$603,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000270
YTD Gross Income employee benefit defined benefit$15,000131
YTD Gross Income from other retirement accounts$46,000291
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$167,000258
Foundation and endowment and agency accounts income$66,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000220
YTD Gross income other trust accounts$1,000187
Gross Fiduciary activities income$930,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,642,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000318
YTD Gross Income employee benefit defined benefit$66,000141
YTD Gross Income from other retirement accounts$179,000325
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$626,000283
Foundation and endowment and agency accounts income$267,000131
YTD Gross income other trust and agency accounts$16,000117
YTD Gross income custody and safekeeping agency accounts$74,000256
YTD Gross income other trust accounts$28,000189
Gross Fiduciary activities income$3,935,000230
YTD fiduciary expense (Dec. only)$1,500,000329
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,435,000142
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,004,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000267
YTD Gross Income employee benefit defined benefit$51,000132
YTD Gross Income from other retirement accounts$131,000293
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$458,000271
Foundation and endowment and agency accounts income$199,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000229
YTD Gross income other trust accounts$28,000154
Gross Fiduciary activities income$2,964,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,353,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000265
YTD Gross Income employee benefit defined benefit$35,000133
YTD Gross Income from other retirement accounts$84,000299
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$287,000280
Foundation and endowment and agency accounts income$132,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000226
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$1,957,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$666,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000287
YTD Gross Income employee benefit defined benefit$25,000121
YTD Gross Income from other retirement accounts$39,000298
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$135,000283
Foundation and endowment and agency accounts income$64,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000230
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$952,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,094,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000366
YTD Gross Income employee benefit defined benefit$103,000129
YTD Gross Income from other retirement accounts$146,000343
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$480,000311
Foundation and endowment and agency accounts income$253,000133
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$65,000272
YTD Gross income other trust accounts$34,000182
Gross Fiduciary activities income$4,196,000220
YTD fiduciary expense (Dec. only)$1,417,000329
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,779,000123
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,303,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000289
YTD Gross Income employee benefit defined benefit$78,000122
YTD Gross Income from other retirement accounts$107,000303
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$359,000288
Foundation and endowment and agency accounts income$187,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000242
YTD Gross income other trust accounts$34,000156
Gross Fiduciary activities income$3,131,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,612,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000291
YTD Gross Income employee benefit defined benefit$52,000122
YTD Gross Income from other retirement accounts$70,000301
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$240,000287
Foundation and endowment and agency accounts income$120,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000243
YTD Gross income other trust accounts$4,000189
Gross Fiduciary activities income$2,139,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$864,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000293
YTD Gross Income employee benefit defined benefit$26,000123
YTD Gross Income from other retirement accounts$34,000305
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$119,000289
Foundation and endowment and agency accounts income$58,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000245
YTD Gross income other trust accounts$2,000177
Gross Fiduciary activities income$1,122,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,722,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000361
YTD Gross Income employee benefit defined benefit$108,000122
YTD Gross Income from other retirement accounts$112,000359
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$428,000313
Foundation and endowment and agency accounts income$225,000132
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$45,000307
YTD Gross income other trust accounts$30,000189
Gross Fiduciary activities income$3,689,000227
YTD fiduciary expense (Dec. only)$1,246,000346
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,443,000122
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$1,893,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000288
YTD Gross Income employee benefit defined benefit$81,000111
YTD Gross Income from other retirement accounts$80,000303
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$312,000277
Foundation and endowment and agency accounts income$168,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000264
YTD Gross income other trust accounts$30,000148
Gross Fiduciary activities income$2,609,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,070,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000292
YTD Gross Income employee benefit defined benefit$55,000110
YTD Gross Income from other retirement accounts$53,000302
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$203,000278
Foundation and endowment and agency accounts income$124,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000278
YTD Gross income other trust accounts$1,000197
Gross Fiduciary activities income$1,532,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$364,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000285
YTD Gross Income employee benefit defined benefit$27,000111
YTD Gross Income from other retirement accounts$27,000301
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$101,000280
Foundation and endowment and agency accounts income$59,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000303
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$588,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,788,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000363
YTD Gross Income employee benefit defined benefit$104,000115
YTD Gross Income from other retirement accounts$110,000342
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$396,000304
Foundation and endowment and agency accounts income$243,000119
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$15,000393
YTD Gross income other trust accounts$30,000192
Gross Fiduciary activities income$3,703,000210
YTD fiduciary expense (Dec. only)$1,606,000286
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$2,097,000129
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$2,082,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000288
YTD Gross Income employee benefit defined benefit$77,000111
YTD Gross Income from other retirement accounts$82,000296
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$297,000269
Foundation and endowment and agency accounts income$183,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000308
YTD Gross income other trust accounts$29,000143
Gross Fiduciary activities income$2,774,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,410,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000291
YTD Gross Income employee benefit defined benefit$51,000113
YTD Gross Income from other retirement accounts$55,000297
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$192,000272
Foundation and endowment and agency accounts income$122,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000308
YTD Gross income other trust accounts$2,000188
Gross Fiduciary activities income$1,848,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$672,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000288
YTD Gross Income employee benefit defined benefit$25,000117
YTD Gross Income from other retirement accounts$28,000290
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$88,000271
Foundation and endowment and agency accounts income$60,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000307
YTD Gross income other trust accounts$2,000170
Gross Fiduciary activities income$882,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,713,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000372
YTD Gross Income employee benefit defined benefit$99,000118
YTD Gross Income from other retirement accounts$109,000347
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$353,000307
Foundation and endowment and agency accounts income$235,000115
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$0454
YTD Gross income other trust accounts$35,000192
Gross Fiduciary activities income$3,561,000173
YTD fiduciary expense (Dec. only)$1,355,000319
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$2,206,000113
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$2,081,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000293
YTD Gross Income employee benefit defined benefit$75,000117
YTD Gross Income from other retirement accounts$82,000291
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$265,000275
Foundation and endowment and agency accounts income$177,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0328
YTD Gross income other trust accounts$34,000148
Gross Fiduciary activities income$2,727,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,388,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000297
YTD Gross Income employee benefit defined benefit$51,000115
YTD Gross Income from other retirement accounts$55,000294
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$179,000278
Foundation and endowment and agency accounts income$120,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$5,000190
Gross Fiduciary activities income$1,806,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$728,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000295
YTD Gross Income employee benefit defined benefit$25,000120
YTD Gross Income from other retirement accounts$27,000301
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$82,000287
Foundation and endowment and agency accounts income$59,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$3,000177
Gross Fiduciary activities income$928,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,624,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000386
YTD Gross Income employee benefit defined benefit$94,000124
YTD Gross Income from other retirement accounts$112,000342
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$285,000331
Foundation and endowment and agency accounts income$219,000116
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$2,000452
YTD Gross income other trust accounts$40,000194
Gross Fiduciary activities income$3,391,000184
YTD fiduciary expense (Dec. only)$1,235,000338
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$2,156,000112
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$1,884,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000290
YTD Gross Income employee benefit defined benefit$70,000124
YTD Gross Income from other retirement accounts$79,000284
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$209,000278
Foundation and endowment and agency accounts income$163,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000331
YTD Gross income other trust accounts$37,000148
Gross Fiduciary activities income$2,455,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,256,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000296
YTD Gross Income employee benefit defined benefit$47,000125
YTD Gross Income from other retirement accounts$53,000284
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$145,000278
Foundation and endowment and agency accounts income$101,000109
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000332
YTD Gross income other trust accounts$3,000197
Gross Fiduciary activities income$1,613,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$635,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000291
YTD Gross Income employee benefit defined benefit$24,000123
YTD Gross Income from other retirement accounts$26,000287
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$76,000279
Foundation and endowment and agency accounts income$46,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$1,000191
Gross Fiduciary activities income$812,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,527,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000399
YTD Gross Income employee benefit defined benefit$91,000122
YTD Gross Income from other retirement accounts$82,000368
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$268,000329
Foundation and endowment and agency accounts income$132,000129
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$5,000441
YTD Gross income other trust accounts$39,000218
Gross Fiduciary activities income$3,153,000190
YTD fiduciary expense (Dec. only)$0494
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$3,153,00083
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$1,898,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000301
YTD Gross Income employee benefit defined benefit$66,000120
YTD Gross Income from other retirement accounts$58,000289
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000308
YTD Gross income other trust accounts$3,000208
Gross Fiduciary activities income$2,338,000187
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
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,316,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000311
YTD Gross Income employee benefit defined benefit$29,000139
YTD Gross Income from other retirement accounts$24,000309
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000318
YTD Gross income other trust accounts$2,000208
Gross Fiduciary activities income$1,525,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$597,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000304
YTD Gross Income employee benefit defined benefit$21,000120
YTD Gross Income from other retirement accounts$17,000294
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000305
YTD Gross income other trust accounts$2,000193
Gross Fiduciary activities income$758,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,467,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,697,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,796,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$880,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
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$3,578,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,664,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,803,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$879,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,374,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,483,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,640,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$755,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,012,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,218,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,487,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$720,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,976,000204
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
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$2,208,000210
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
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,471,000210
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
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$728,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,523,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,878,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,253,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$606,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,516,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,569,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,658,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,531,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,165,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,888,000335
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,896,000365
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,343,000467
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,396,000444
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,470,000448
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,351,000472
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA