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ANB Bank, Gross Fiduciary and Related Services Income

2025-03-31Rank
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$501,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0291
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$55,000282
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$359,000227
Foundation and endowment and agency accounts income$100,000155
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$47,000185
YTD Gross income other trust accounts$1,000157
Gross Fiduciary activities income$1,063,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,847,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0354
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$160,000356
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,351,000248
Foundation and endowment and agency accounts income$410,000159
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$201,000190
YTD Gross income other trust accounts$106,000138
Gross Fiduciary activities income$4,075,000327
YTD fiduciary expense (Dec. only)$3,651,000263
YTD fiduciary net loss (Dec. only)$1,000177
YTD fiduciary intracompany income (Dec. only)$216,00094
YTD net fiduciary income (Dec. only)$639,000377
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-09-30Rank
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$1,470,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0308
YTD Gross Income employee benefit defined benefit$0183
YTD Gross Income from other retirement accounts$110,000296
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$993,000233
Foundation and endowment and agency accounts income$303,000150
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$141,000189
YTD Gross income other trust accounts$0178
Gross Fiduciary activities income$3,017,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,012,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0350
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$74,000353
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$639,000253
Foundation and endowment and agency accounts income$201,000156
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$99,000185
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,025,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$444,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0257
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$38,000293
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$301,000285
Foundation and endowment and agency accounts income$97,000147
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$55,000176
YTD Gross income other trust accounts$1,000159
Gross Fiduciary activities income$936,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-12-31Rank
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$1,822,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$137,000352
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,100,000308
Foundation and endowment and agency accounts income$405,000144
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$177,000193
YTD Gross income other trust accounts$98,000125
Gross Fiduciary activities income$3,739,000300
YTD fiduciary expense (Dec. only)$3,466,000257
YTD fiduciary net loss (Dec. only)$1,000203
YTD fiduciary intracompany income (Dec. only)$188,00090
YTD net fiduciary income (Dec. only)$460,000373
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,250,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$114,000280
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$915,000269
Foundation and endowment and agency accounts income$330,000134
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$139,000180
YTD Gross income other trust accounts$94,000107
Gross Fiduciary activities income$2,842,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,477
Fiduciary power exercised$1,3672
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$0428
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefit$63,616139
YTD Gross Income from other retirement accounts$0405
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts income$1,707,121,3338
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$0377
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$0931
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)$032
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$399,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$37,000288
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$315,000223
Foundation and endowment and agency accounts income$105,000137
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$45,000177
YTD Gross income other trust accounts$5,000133
Gross Fiduciary activities income$906,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,739,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$147,000357
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,234,000248
Foundation and endowment and agency accounts income$300,000172
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$224,000156
YTD Gross income other trust accounts$95,000135
Gross Fiduciary activities income$3,739,000310
YTD fiduciary expense (Dec. only)$3,614,000262
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$144,000103
YTD net fiduciary income (Dec. only)$269,000417
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,321,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$111,000302
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$897,000236
Foundation and endowment and agency accounts income$219,000165
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$160,000157
YTD Gross income other trust accounts$94,000110
Gross Fiduciary activities income$2,802,000306
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
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$919,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$75,000334
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$618,000227
Foundation and endowment and agency accounts income$135,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000141
YTD Gross income other trust accounts$88,00095
Gross Fiduciary activities income$1,945,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$499,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$39,000287
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$330,000209
Foundation and endowment and agency accounts income$46,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000126
YTD Gross income other trust accounts$7,000119
Gross Fiduciary activities income$990,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,934,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$160,000328
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,389,000210
Foundation and endowment and agency accounts income$203,000189
YTD Gross income other trust and agency accounts$1,00095
YTD Gross income custody and safekeeping agency accounts$240,000136
YTD Gross income other trust accounts$120,000106
Gross Fiduciary activities income$4,047,000259
YTD fiduciary expense (Dec. only)$3,583,000215
YTD fiduciary net loss (Dec. only)$6,000133
YTD fiduciary intracompany income (Dec. only)$154,00087
YTD net fiduciary income (Dec. only)$612,000343
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,472,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$121,000278
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,040,000199
Foundation and endowment and agency accounts income$153,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$183,000127
YTD Gross income other trust accounts$115,00095
Gross Fiduciary activities income$3,085,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$987,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$78,000327
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$687,000208
Foundation and endowment and agency accounts income$103,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$136,000122
YTD Gross income other trust accounts$113,00090
Gross Fiduciary activities income$2,105,000253
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
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$509,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$39,000280
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$339,000199
Foundation and endowment and agency accounts income$47,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000115
YTD Gross income other trust accounts$18,000102
Gross Fiduciary activities income$1,025,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,579,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000196
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$162,000316
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,154,000218
Foundation and endowment and agency accounts income$226,000164
YTD Gross income other trust and agency accounts$2,00098
YTD Gross income custody and safekeeping agency accounts$205,000144
YTD Gross income other trust accounts$253,00083
Gross Fiduciary activities income$3,729,000255
YTD fiduciary expense (Dec. only)$4,001,000199
YTD fiduciary net loss (Dec. only)$7,000133
YTD fiduciary intracompany income (Dec. only)$179,00086
YTD net fiduciary income (Dec. only)$-100,0004,978
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$1,148,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000165
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$119,000276
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$821,000208
Foundation and endowment and agency accounts income$183,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$152,000143
YTD Gross income other trust accounts$240,00078
Gross Fiduciary activities income$2,804,000250
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
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$776,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000195
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$81,000309
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$539,000221
Foundation and endowment and agency accounts income$124,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$111,000138
YTD Gross income other trust accounts$158,00086
Gross Fiduciary activities income$1,863,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$376,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000170
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$44,000271
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$274,000209
Foundation and endowment and agency accounts income$61,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000124
YTD Gross income other trust accounts$46,00088
Gross Fiduciary activities income$909,000258
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
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,590,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000198
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$157,000310
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,119,000214
Foundation and endowment and agency accounts income$260,000148
YTD Gross income other trust and agency accounts$173,00036
YTD Gross income custody and safekeeping agency accounts$241,000130
YTD Gross income other trust accounts$204,00095
Gross Fiduciary activities income$3,873,000245
YTD fiduciary expense (Dec. only)$4,310,000185
YTD fiduciary net loss (Dec. only)$8,000113
YTD fiduciary intracompany income (Dec. only)$209,00086
YTD net fiduciary income (Dec. only)$-236,0005,164
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$1,206,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000187
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$112,000281
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$799,000212
Foundation and endowment and agency accounts income$200,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$183,000126
YTD Gross income other trust accounts$166,00091
Gross Fiduciary activities income$2,932,000247
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
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$819,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000196
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$63,000318
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$482,000232
Foundation and endowment and agency accounts income$141,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,000117
YTD Gross income other trust accounts$130,00087
Gross Fiduciary activities income$2,008,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$411,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000194
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$16,000340
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$168,000267
Foundation and endowment and agency accounts income$64,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000112
YTD Gross income other trust accounts$36,00096
Gross Fiduciary activities income$975,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,862,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$136,000205
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$170,000326
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$846,000255
Foundation and endowment and agency accounts income$285,000144
YTD Gross income other trust and agency accounts$223,00038
YTD Gross income custody and safekeeping agency accounts$253,000131
YTD Gross income other trust accounts$232,00089
Gross Fiduciary activities income$4,007,000240
YTD fiduciary expense (Dec. only)$4,410,000176
YTD fiduciary net loss (Dec. only)$3,000163
YTD fiduciary intracompany income (Dec. only)$198,00093
YTD net fiduciary income (Dec. only)$-208,0005,392
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$1,436,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000204
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$126,000305
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$521,000269
Foundation and endowment and agency accounts income$224,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$185,000131
YTD Gross income other trust accounts$187,00090
Gross Fiduciary activities income$3,003,000243
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
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$980,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000203
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$84,000311
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$438,000247
Foundation and endowment and agency accounts income$160,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000130
YTD Gross income other trust accounts$149,00086
Gross Fiduciary activities income$2,006,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$535,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000222
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$43,000312
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$173,000272
Foundation and endowment and agency accounts income$77,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000135
YTD Gross income other trust accounts$35,000102
Gross Fiduciary activities income$951,000251
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
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,742,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000216
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$183,000322
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$949,000238
Foundation and endowment and agency accounts income$318,000127
YTD Gross income other trust and agency accounts$4,000134
YTD Gross income custody and safekeeping agency accounts$260,000127
YTD Gross income other trust accounts$215,00097
Gross Fiduciary activities income$3,800,000241
YTD fiduciary expense (Dec. only)$4,367,000178
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$218,00093
YTD net fiduciary income (Dec. only)$-351,0005,657
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$1,317,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000203
YTD Gross Income employee benefit defined benefit$0208
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$689,000239
Foundation and endowment and agency accounts income$244,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$193,000121
YTD Gross income other trust accounts$174,00087
Gross Fiduciary activities income$2,857,000241
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
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$879,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000200
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$93,000295
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$448,000240
Foundation and endowment and agency accounts income$173,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000117
YTD Gross income other trust accounts$138,00086
Gross Fiduciary activities income$1,933,000239
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
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$424,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000206
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$47,000292
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$211,000245
Foundation and endowment and agency accounts income$76,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000117
YTD Gross income other trust accounts$29,000101
Gross Fiduciary activities income$884,000253
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
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,707,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000219
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$205,000310
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$621,000282
Foundation and endowment and agency accounts income$294,000125
YTD Gross income other trust and agency accounts$120,00049
YTD Gross income custody and safekeeping agency accounts$245,000136
YTD Gross income other trust accounts$167,000106
Gross Fiduciary activities income$3,488,000246
YTD fiduciary expense (Dec. only)$4,365,000165
YTD fiduciary net loss (Dec. only)$6,000128
YTD fiduciary intracompany income (Dec. only)$187,00095
YTD net fiduciary income (Dec. only)$-696,0005,900
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$1,303,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000203
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$158,000275
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$423,000275
Foundation and endowment and agency accounts income$223,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000137
YTD Gross income other trust accounts$137,00098
Gross Fiduciary activities income$2,630,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$913,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000201
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$109,000274
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$237,000291
Foundation and endowment and agency accounts income$148,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000140
YTD Gross income other trust accounts$108,00094
Gross Fiduciary activities income$1,810,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$448,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000207
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$54,000275
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$174,000254
Foundation and endowment and agency accounts income$62,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000151
YTD Gross income other trust accounts$20,000122
Gross Fiduciary activities income$836,000251
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
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,598,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000302
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$250,000284
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$680,000275
Foundation and endowment and agency accounts income$311,000120
YTD Gross income other trust and agency accounts$7,000151
YTD Gross income custody and safekeeping agency accounts$290,000130
YTD Gross income other trust accounts$229,00086
Gross Fiduciary activities income$3,409,000250
YTD fiduciary expense (Dec. only)$4,598,000166
YTD fiduciary net loss (Dec. only)$31,00081
YTD fiduciary intracompany income (Dec. only)$249,00087
YTD net fiduciary income (Dec. only)$-971,000573
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$1,178,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000229
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$159,000276
YTD Gross Income corporate trust and agency$7,000104
Investment management and investment advisory agency accounts income$504,000260
Foundation and endowment and agency accounts income$239,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$226,000121
YTD Gross income other trust accounts$202,00080
Gross Fiduciary activities income$2,582,000249
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
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$772,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000237
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$113,000271
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$325,000264
Foundation and endowment and agency accounts income$169,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$171,000114
YTD Gross income other trust accounts$171,00076
Gross Fiduciary activities income$1,761,000249
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
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$375,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000216
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$55,000271
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$159,000264
Foundation and endowment and agency accounts income$81,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000106
YTD Gross income other trust accounts$50,00083
Gross Fiduciary activities income$853,000255
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
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,613,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000224
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$237,000288
YTD Gross Income corporate trust and agency$21,000112
Investment management and investment advisory agency accounts income$670,000267
Foundation and endowment and agency accounts income$357,000108
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$321,000116
YTD Gross income other trust accounts$152,000110
Gross Fiduciary activities income$3,518,000244
YTD fiduciary expense (Dec. only)$4,362,000167
YTD fiduciary net loss (Dec. only)$8,000131
YTD fiduciary intracompany income (Dec. only)$221,00089
YTD net fiduciary income (Dec. only)$-631,0006,502
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$1,262,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000210
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$181,000264
YTD Gross Income corporate trust and agency$15,00090
Investment management and investment advisory agency accounts income$495,000257
Foundation and endowment and agency accounts income$273,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$238,000115
YTD Gross income other trust accounts$102,000112
Gross Fiduciary activities income$2,672,000244
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
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$834,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000207
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$123,000260
YTD Gross Income corporate trust and agency$12,00083
Investment management and investment advisory agency accounts income$325,000262
Foundation and endowment and agency accounts income$185,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$173,000111
YTD Gross income other trust accounts$30,000135
Gross Fiduciary activities income$1,756,000251
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
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$404,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000203
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$59,000267
YTD Gross Income corporate trust and agency$7,00076
Investment management and investment advisory agency accounts income$157,000255
Foundation and endowment and agency accounts income$94,000100
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000104
YTD Gross income other trust accounts$9,000146
Gross Fiduciary activities income$860,000251
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
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$2,082,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$277,000168
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$181,000312
YTD Gross Income corporate trust and agency$96,00073
Investment management and investment advisory agency accounts income$542,000277
Foundation and endowment and agency accounts income$452,00089
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$290,000122
YTD Gross income other trust accounts$97,000133
Gross Fiduciary activities income$4,017,000212
YTD fiduciary expense (Dec. only)$4,347,000166
YTD fiduciary net loss (Dec. only)$23,00099
YTD fiduciary intracompany income (Dec. only)$278,00077
YTD net fiduciary income (Dec. only)$-75,0006,780
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$1,528,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$203,000167
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$126,000276
YTD Gross Income corporate trust and agency$92,00058
Investment management and investment advisory agency accounts income$378,000260
Foundation and endowment and agency accounts income$358,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$205,000122
YTD Gross income other trust accounts$89,000110
Gross Fiduciary activities income$2,979,000207
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
2013-06-30Rank
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$1,085,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000164
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$82,000281
YTD Gross Income corporate trust and agency$78,00056
Investment management and investment advisory agency accounts income$221,000272
Foundation and endowment and agency accounts income$244,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000116
YTD Gross income other trust accounts$19,000151
Gross Fiduciary activities income$2,017,000207
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
2013-03-31Rank
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$459,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000168
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$36,000286
YTD Gross Income corporate trust and agency$67,00051
Investment management and investment advisory agency accounts income$83,000292
Foundation and endowment and agency accounts income$122,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000118
YTD Gross income other trust accounts$10,000135
Gross Fiduciary activities income$923,000221
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
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$1,943,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$333,000160
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$209,000280
YTD Gross Income corporate trust and agency$94,00075
Investment management and investment advisory agency accounts income$539,000263
Foundation and endowment and agency accounts income$517,00074
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$387,000100
YTD Gross income other trust accounts$143,000108
Gross Fiduciary activities income$4,165,000195
YTD fiduciary expense (Dec. only)$4,205,000159
YTD fiduciary net loss (Dec. only)$20,000100
YTD fiduciary intracompany income (Dec. only)$169,00087
YTD net fiduciary income (Dec. only)$109,000446
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$1,477,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000156
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$158,000252
YTD Gross Income corporate trust and agency$88,00064
Investment management and investment advisory agency accounts income$402,000247
Foundation and endowment and agency accounts income$386,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$293,000101
YTD Gross income other trust accounts$133,00093
Gross Fiduciary activities income$3,190,000191
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
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$939,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$236,000133
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$104,000253
YTD Gross Income corporate trust and agency$80,00059
Investment management and investment advisory agency accounts income$263,000251
Foundation and endowment and agency accounts income$263,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$212,00096
YTD Gross income other trust accounts$126,00085
Gross Fiduciary activities income$2,223,000189
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
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$466,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000155
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$52,000247
YTD Gross Income corporate trust and agency$78,00054
Investment management and investment advisory agency accounts income$102,000263
Foundation and endowment and agency accounts income$125,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,00093
YTD Gross income other trust accounts$24,000107
Gross Fiduciary activities income$1,051,000193
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
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,817,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$444,000140
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$224,000258
YTD Gross Income corporate trust and agency$129,00067
Investment management and investment advisory agency accounts income$673,000218
Foundation and endowment and agency accounts income$482,00073
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$519,00088
YTD Gross income other trust accounts$156,000115
Gross Fiduciary activities income$4,444,000149
YTD fiduciary expense (Dec. only)$4,366,000149
YTD fiduciary net loss (Dec. only)$6,000142
YTD fiduciary intracompany income (Dec. only)$226,00085
YTD net fiduciary income (Dec. only)$298,000360
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$1,344,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$346,000137
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$170,000237
YTD Gross Income corporate trust and agency$128,00058
Investment management and investment advisory agency accounts income$500,000220
Foundation and endowment and agency accounts income$365,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$371,00093
YTD Gross income other trust accounts$142,00096
Gross Fiduciary activities income$3,366,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$900,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000144
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$113,000242
YTD Gross Income corporate trust and agency$19,00084
Investment management and investment advisory agency accounts income$327,000224
Foundation and endowment and agency accounts income$251,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$258,00090
YTD Gross income other trust accounts$135,00087
Gross Fiduciary activities income$2,210,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$452,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000135
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$55,000243
YTD Gross Income corporate trust and agency$13,00075
Investment management and investment advisory agency accounts income$154,000231
Foundation and endowment and agency accounts income$119,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,00093
YTD Gross income other trust accounts$27,000115
Gross Fiduciary activities income$1,081,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,957,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$468,000141
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$190,000267
YTD Gross Income corporate trust and agency$268,00059
Investment management and investment advisory agency accounts income$600,000227
Foundation and endowment and agency accounts income$470,00064
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$551,00094
YTD Gross income other trust accounts$82,000158
Gross Fiduciary activities income$4,586,000149
YTD fiduciary expense (Dec. only)$5,258,000135
YTD fiduciary net loss (Dec. only)$421,00027
YTD fiduciary intracompany income (Dec. only)$3,144,00028
YTD net fiduciary income (Dec. only)$2,051,000119
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$1,536,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$345,000137
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$139,000233
YTD Gross Income corporate trust and agency$266,00053
Investment management and investment advisory agency accounts income$454,000215
Foundation and endowment and agency accounts income$355,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$400,00093
YTD Gross income other trust accounts$69,000124
Gross Fiduciary activities income$3,564,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,081,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$199,000148
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$94,000232
YTD Gross Income corporate trust and agency$263,00049
Investment management and investment advisory agency accounts income$302,000217
Foundation and endowment and agency accounts income$245,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$274,00091
YTD Gross income other trust accounts$60,000114
Gross Fiduciary activities income$2,518,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$415,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000168
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$37,000259
YTD Gross Income corporate trust and agency$26,00070
Investment management and investment advisory agency accounts income$290,000154
Foundation and endowment and agency accounts income$215,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000119
YTD Gross income other trust accounts$185,00047
Gross Fiduciary activities income$1,317,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,992,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000206
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$133,000308
YTD Gross Income corporate trust and agency$1,020,00039
Investment management and investment advisory agency accounts income$749,000202
Foundation and endowment and agency accounts income$613,00044
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$237,000136
YTD Gross income other trust accounts$702,00059
Gross Fiduciary activities income$5,616,000133
YTD fiduciary expense (Dec. only)$6,475,000116
YTD fiduciary net loss (Dec. only)$22,000107
YTD fiduciary intracompany income (Dec. only)$502,00056
YTD net fiduciary income (Dec. only)$-379,0007,977
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$1,698,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000220
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$99,000260
YTD Gross Income corporate trust and agency$1,263,00032
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$190,000137
YTD Gross income other trust accounts$463,00070
Gross Fiduciary activities income$4,227,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$977,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000222
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$66,000259
YTD Gross Income corporate trust and agency$877,00032
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$141,000134
YTD Gross income other trust accounts$382,00064
Gross Fiduciary activities income$2,878,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$519,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000226
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$33,000257
YTD Gross Income corporate trust and agency$327,00034
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000146
YTD Gross income other trust accounts$82,00097
Gross Fiduciary activities income$1,270,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,383,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,810,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,407,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,488,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,128,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,348,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,881,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,868,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,685,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,856,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,321,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,537,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,101,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,449,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,025,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,430,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,809,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,247,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,935,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,421,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,742,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,519,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,368,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,165,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,493,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$29,000153
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$561,000557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$447,000630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$359,000729
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$260,000815
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$162,000948
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$16,0001,366
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,590
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA