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BancFirst, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,390,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$929,00091
YTD Gross Income employee benefit defined benefit$58,000168
YTD Gross Income from other retirement accounts$1,702,000110
YTD Gross Income corporate trust and agency$5,474,00023
Investment management and investment advisory agency accounts income$2,992,000191
Foundation and endowment and agency accounts income$1,647,00061
YTD Gross income other trust and agency accounts$15,00080
YTD Gross income custody and safekeeping agency accounts$1,577,00066
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$18,784,000122
YTD fiduciary expense (Dec. only)$8,565,000143
YTD fiduciary net loss (Dec. only)$68,000100
YTD fiduciary intracompany income (Dec. only)$217,00086
YTD net fiduciary income (Dec. only)$10,368,00086
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,152,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$693,00090
YTD Gross Income employee benefit defined benefit$44,000167
YTD Gross Income from other retirement accounts$1,261,000108
YTD Gross Income corporate trust and agency$3,864,00024
Investment management and investment advisory agency accounts income$2,263,000188
Foundation and endowment and agency accounts income$1,226,00062
YTD Gross income other trust and agency accounts$13,00065
YTD Gross income custody and safekeeping agency accounts$1,162,00067
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$13,678,000126
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
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,315,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$453,00092
YTD Gross Income employee benefit defined benefit$28,000178
YTD Gross Income from other retirement accounts$826,000108
YTD Gross Income corporate trust and agency$2,370,00023
Investment management and investment advisory agency accounts income$1,527,000183
Foundation and endowment and agency accounts income$838,00059
YTD Gross income other trust and agency accounts$9,00067
YTD Gross income custody and safekeeping agency accounts$446,00083
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$8,812,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,127,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,00095
YTD Gross Income employee benefit defined benefit$14,000128
YTD Gross Income from other retirement accounts$408,000117
YTD Gross Income corporate trust and agency$1,060,00026
Investment management and investment advisory agency accounts income$781,000146
Foundation and endowment and agency accounts income$428,00062
YTD Gross income other trust and agency accounts$4,00062
YTD Gross income custody and safekeeping agency accounts$177,00093
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$4,222,000131
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
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$4,282,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$876,000103
YTD Gross Income employee benefit defined benefit$51,000147
YTD Gross Income from other retirement accounts$1,629,000119
YTD Gross Income corporate trust and agency$3,529,00028
Investment management and investment advisory agency accounts income$2,855,000151
Foundation and endowment and agency accounts income$1,772,00062
YTD Gross income other trust and agency accounts$12,00091
YTD Gross income custody and safekeeping agency accounts$639,00099
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$15,645,000134
YTD fiduciary expense (Dec. only)$8,058,000149
YTD fiduciary net loss (Dec. only)$4,000176
YTD fiduciary intracompany income (Dec. only)$72,000114
YTD net fiduciary income (Dec. only)$7,655,000113
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,210,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$664,000103
YTD Gross Income employee benefit defined benefit$38,000141
YTD Gross Income from other retirement accounts$1,234,000121
YTD Gross Income corporate trust and agency$2,475,00031
Investment management and investment advisory agency accounts income$2,137,000152
Foundation and endowment and agency accounts income$1,341,00063
YTD Gross income other trust and agency accounts$7,00081
YTD Gross income custody and safekeeping agency accounts$474,00095
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$11,580,000137
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,120,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$453,00096
YTD Gross Income employee benefit defined benefit$26,000132
YTD Gross Income from other retirement accounts$836,000117
YTD Gross Income corporate trust and agency$1,351,00025
Investment management and investment advisory agency accounts income$1,433,000137
Foundation and endowment and agency accounts income$917,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$316,00085
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$7,455,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,037,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$232,00098
YTD Gross Income employee benefit defined benefit$13,000123
YTD Gross Income from other retirement accounts$422,000117
YTD Gross Income corporate trust and agency$455,00026
Investment management and investment advisory agency accounts income$704,000139
Foundation and endowment and agency accounts income$479,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,00084
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$3,506,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,946,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$780,000112
YTD Gross Income employee benefit defined benefit$51,000130
YTD Gross Income from other retirement accounts$1,587,000121
YTD Gross Income corporate trust and agency$1,536,00028
Investment management and investment advisory agency accounts income$2,638,000144
Foundation and endowment and agency accounts income$1,717,00055
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$657,00083
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$12,912,000127
YTD fiduciary expense (Dec. only)$7,364,000133
YTD fiduciary net loss (Dec. only)$21,00098
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$5,527,000113
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,947,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$577,000108
YTD Gross Income employee benefit defined benefit$38,000122
YTD Gross Income from other retirement accounts$1,171,000118
YTD Gross Income corporate trust and agency$1,197,00026
Investment management and investment advisory agency accounts income$1,948,000143
Foundation and endowment and agency accounts income$1,201,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$497,00082
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$9,576,000131
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
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,951,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$373,000111
YTD Gross Income employee benefit defined benefit$25,000132
YTD Gross Income from other retirement accounts$763,000122
YTD Gross Income corporate trust and agency$812,00027
Investment management and investment advisory agency accounts income$1,278,000143
Foundation and endowment and agency accounts income$832,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$331,00080
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$6,365,000126
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
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$924,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$178,000112
YTD Gross Income employee benefit defined benefit$21,000112
YTD Gross Income from other retirement accounts$366,000123
YTD Gross Income corporate trust and agency$460,00027
Investment management and investment advisory agency accounts income$621,000146
Foundation and endowment and agency accounts income$344,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,00079
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$3,102,000130
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
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$3,611,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$633,000114
YTD Gross Income employee benefit defined benefit$45,000135
YTD Gross Income from other retirement accounts$1,272,000128
YTD Gross Income corporate trust and agency$3,287,00026
Investment management and investment advisory agency accounts income$2,328,000148
Foundation and endowment and agency accounts income$1,264,00061
YTD Gross income other trust and agency accounts$15,00068
YTD Gross income custody and safekeeping agency accounts$675,00081
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$13,130,000120
YTD fiduciary expense (Dec. only)$6,786,000135
YTD fiduciary net loss (Dec. only)$132,00049
YTD fiduciary intracompany income (Dec. only)$26,000123
YTD net fiduciary income (Dec. only)$6,238,00094
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$2,725,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$471,000112
YTD Gross Income employee benefit defined benefit$34,000128
YTD Gross Income from other retirement accounts$936,000126
YTD Gross Income corporate trust and agency$2,772,00025
Investment management and investment advisory agency accounts income$1,730,000145
Foundation and endowment and agency accounts income$947,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$525,00079
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$10,154,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,851,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$313,000113
YTD Gross Income employee benefit defined benefit$22,000134
YTD Gross Income from other retirement accounts$617,000124
YTD Gross Income corporate trust and agency$2,076,00025
Investment management and investment advisory agency accounts income$1,146,000143
Foundation and endowment and agency accounts income$631,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$356,00078
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$7,023,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$991,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000109
YTD Gross Income employee benefit defined benefit$12,000126
YTD Gross Income from other retirement accounts$317,000122
YTD Gross Income corporate trust and agency$1,082,00024
Investment management and investment advisory agency accounts income$590,000142
Foundation and endowment and agency accounts income$323,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$167,00086
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$3,655,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,722,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$593,000119
YTD Gross Income employee benefit defined benefit$49,000140
YTD Gross Income from other retirement accounts$1,190,000122
YTD Gross Income corporate trust and agency$3,810,00025
Investment management and investment advisory agency accounts income$2,259,000145
Foundation and endowment and agency accounts income$1,304,00056
YTD Gross income other trust and agency accounts$22,00073
YTD Gross income custody and safekeeping agency accounts$650,00082
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$13,599,000119
YTD fiduciary expense (Dec. only)$6,908,000134
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$217,00084
YTD net fiduciary income (Dec. only)$6,907,00083
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$2,619,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$439,000116
YTD Gross Income employee benefit defined benefit$36,000132
YTD Gross Income from other retirement accounts$874,000121
YTD Gross Income corporate trust and agency$2,776,00026
Investment management and investment advisory agency accounts income$1,667,000145
Foundation and endowment and agency accounts income$981,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$509,00082
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$9,917,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,679,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,000120
YTD Gross Income employee benefit defined benefit$22,000139
YTD Gross Income from other retirement accounts$571,000123
YTD Gross Income corporate trust and agency$1,778,00027
Investment management and investment advisory agency accounts income$1,089,000145
Foundation and endowment and agency accounts income$660,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$327,00082
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,427,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$838,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000120
YTD Gross Income employee benefit defined benefit$10,000139
YTD Gross Income from other retirement accounts$279,000126
YTD Gross Income corporate trust and agency$876,00026
Investment management and investment advisory agency accounts income$521,000147
Foundation and endowment and agency accounts income$336,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$169,00079
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,177,000125
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
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$3,317,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$593,000127
YTD Gross Income employee benefit defined benefit$48,000149
YTD Gross Income from other retirement accounts$1,103,000124
YTD Gross Income corporate trust and agency$3,582,00025
Investment management and investment advisory agency accounts income$2,113,000149
Foundation and endowment and agency accounts income$1,494,00052
YTD Gross income other trust and agency accounts$20,00086
YTD Gross income custody and safekeeping agency accounts$560,00086
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$12,830,000124
YTD fiduciary expense (Dec. only)$6,578,000133
YTD fiduciary net loss (Dec. only)$105,00057
YTD fiduciary intracompany income (Dec. only)$213,00091
YTD net fiduciary income (Dec. only)$6,360,00092
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$2,500,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$446,000127
YTD Gross Income employee benefit defined benefit$36,000141
YTD Gross Income from other retirement accounts$820,000120
YTD Gross Income corporate trust and agency$2,764,00025
Investment management and investment advisory agency accounts income$1,609,000148
Foundation and endowment and agency accounts income$1,209,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$408,00089
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$9,806,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,650,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$302,000128
YTD Gross Income employee benefit defined benefit$24,000140
YTD Gross Income from other retirement accounts$536,000124
YTD Gross Income corporate trust and agency$1,841,00025
Investment management and investment advisory agency accounts income$1,068,000146
Foundation and endowment and agency accounts income$841,00048
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$253,00090
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$6,525,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$812,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$159,000117
YTD Gross Income employee benefit defined benefit$12,000137
YTD Gross Income from other retirement accounts$268,000124
YTD Gross Income corporate trust and agency$880,00028
Investment management and investment advisory agency accounts income$515,000153
Foundation and endowment and agency accounts income$356,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,00087
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,129,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,248,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$573,000128
YTD Gross Income employee benefit defined benefit$45,000156
YTD Gross Income from other retirement accounts$943,000131
YTD Gross Income corporate trust and agency$3,464,00026
Investment management and investment advisory agency accounts income$1,894,000155
Foundation and endowment and agency accounts income$1,454,00051
YTD Gross income other trust and agency accounts$6,000128
YTD Gross income custody and safekeeping agency accounts$375,000104
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$12,002,000118
YTD fiduciary expense (Dec. only)$6,374,000136
YTD fiduciary net loss (Dec. only)$319,00029
YTD fiduciary intracompany income (Dec. only)$90,000117
YTD net fiduciary income (Dec. only)$5,399,00094
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$2,458,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$424,000123
YTD Gross Income employee benefit defined benefit$34,000138
YTD Gross Income from other retirement accounts$694,000129
YTD Gross Income corporate trust and agency$2,554,00026
Investment management and investment advisory agency accounts income$1,390,000155
Foundation and endowment and agency accounts income$1,108,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$265,000102
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,929,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,564,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$277,000125
YTD Gross Income employee benefit defined benefit$22,000139
YTD Gross Income from other retirement accounts$457,000131
YTD Gross Income corporate trust and agency$1,630,00026
Investment management and investment advisory agency accounts income$930,000156
Foundation and endowment and agency accounts income$804,00047
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,000108
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,846,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$799,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000122
YTD Gross Income employee benefit defined benefit$11,000141
YTD Gross Income from other retirement accounts$226,000127
YTD Gross Income corporate trust and agency$827,00027
Investment management and investment advisory agency accounts income$463,000152
Foundation and endowment and agency accounts income$400,00047
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000107
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,952,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,715,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$531,000129
YTD Gross Income employee benefit defined benefit$51,000146
YTD Gross Income from other retirement accounts$854,000130
YTD Gross Income corporate trust and agency$2,972,00026
Investment management and investment advisory agency accounts income$1,845,000149
Foundation and endowment and agency accounts income$1,359,00054
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$303,000114
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$10,630,000120
YTD fiduciary expense (Dec. only)$5,911,000141
YTD fiduciary net loss (Dec. only)$73,00067
YTD fiduciary intracompany income (Dec. only)$27,000137
YTD net fiduciary income (Dec. only)$4,673,00092
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$1,996,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$395,000129
YTD Gross Income employee benefit defined benefit$39,000135
YTD Gross Income from other retirement accounts$634,000124
YTD Gross Income corporate trust and agency$2,200,00026
Investment management and investment advisory agency accounts income$1,389,000148
Foundation and endowment and agency accounts income$874,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$225,000114
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$7,752,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,338,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$258,000130
YTD Gross Income employee benefit defined benefit$28,000131
YTD Gross Income from other retirement accounts$413,000126
YTD Gross Income corporate trust and agency$1,404,00026
Investment management and investment advisory agency accounts income$913,000154
Foundation and endowment and agency accounts income$584,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000125
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$5,067,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$670,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$128,000130
YTD Gross Income employee benefit defined benefit$10,000148
YTD Gross Income from other retirement accounts$202,000124
YTD Gross Income corporate trust and agency$648,00026
Investment management and investment advisory agency accounts income$443,000153
Foundation and endowment and agency accounts income$299,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000125
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,465,000124
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
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,878,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$500,000135
YTD Gross Income employee benefit defined benefit$111,000127
YTD Gross Income from other retirement accounts$836,000124
YTD Gross Income corporate trust and agency$1,371,00030
Investment management and investment advisory agency accounts income$1,740,000154
Foundation and endowment and agency accounts income$1,364,00050
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$291,000129
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$9,091,000130
YTD fiduciary expense (Dec. only)$5,619,000145
YTD fiduciary net loss (Dec. only)$76,00056
YTD fiduciary intracompany income (Dec. only)$4,000153
YTD net fiduciary income (Dec. only)$3,400,000110
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,183,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$370,000137
YTD Gross Income employee benefit defined benefit$100,000105
YTD Gross Income from other retirement accounts$627,000121
YTD Gross Income corporate trust and agency$1,010,00030
Investment management and investment advisory agency accounts income$1,300,000153
Foundation and endowment and agency accounts income$1,028,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$219,000125
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$6,837,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,496,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$245,000138
YTD Gross Income employee benefit defined benefit$60,000115
YTD Gross Income from other retirement accounts$401,000128
YTD Gross Income corporate trust and agency$645,00032
Investment management and investment advisory agency accounts income$863,000157
Foundation and endowment and agency accounts income$688,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000131
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,542,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$795,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000135
YTD Gross Income employee benefit defined benefit$15,000136
YTD Gross Income from other retirement accounts$209,000122
YTD Gross Income corporate trust and agency$340,00029
Investment management and investment advisory agency accounts income$422,000164
Foundation and endowment and agency accounts income$369,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000134
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$2,342,000134
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
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,141,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$606,000123
YTD Gross Income employee benefit defined benefit$114,000123
YTD Gross Income from other retirement accounts$679,000146
YTD Gross Income corporate trust and agency$1,278,00030
Investment management and investment advisory agency accounts income$1,856,000140
Foundation and endowment and agency accounts income$1,231,00051
YTD Gross income other trust and agency accounts$33,00086
YTD Gross income custody and safekeeping agency accounts$242,000139
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$9,180,000128
YTD fiduciary expense (Dec. only)$6,123,000141
YTD fiduciary net loss (Dec. only)$-205,0006,507
YTD fiduciary intracompany income (Dec. only)$3,000156
YTD net fiduciary income (Dec. only)$3,265,000114
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,302,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$477,000116
YTD Gross Income employee benefit defined benefit$81,000118
YTD Gross Income from other retirement accounts$476,000148
YTD Gross Income corporate trust and agency$980,00031
Investment management and investment advisory agency accounts income$1,449,000138
Foundation and endowment and agency accounts income$868,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$180,000137
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$6,846,000127
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
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,393,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000113
YTD Gross Income employee benefit defined benefit$55,000116
YTD Gross Income from other retirement accounts$308,000153
YTD Gross Income corporate trust and agency$626,00028
Investment management and investment advisory agency accounts income$960,000140
Foundation and endowment and agency accounts income$592,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,000125
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,467,000131
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
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$692,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$175,000117
YTD Gross Income employee benefit defined benefit$26,000123
YTD Gross Income from other retirement accounts$146,000155
YTD Gross Income corporate trust and agency$294,00029
Investment management and investment advisory agency accounts income$467,000142
Foundation and endowment and agency accounts income$278,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000136
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,151,000134
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
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$2,541,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$601,000123
YTD Gross Income employee benefit defined benefit$114,000119
YTD Gross Income from other retirement accounts$555,000155
YTD Gross Income corporate trust and agency$1,236,00030
Investment management and investment advisory agency accounts income$1,803,000143
Foundation and endowment and agency accounts income$964,00052
YTD Gross income other trust and agency accounts$42,00071
YTD Gross income custody and safekeeping agency accounts$216,000147
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$8,072,000135
YTD fiduciary expense (Dec. only)$5,415,000145
YTD fiduciary net loss (Dec. only)$28,00093
YTD fiduciary intracompany income (Dec. only)$4,000155
YTD net fiduciary income (Dec. only)$2,633,000116
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$1,902,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$452,000121
YTD Gross Income employee benefit defined benefit$94,000108
YTD Gross Income from other retirement accounts$407,000149
YTD Gross Income corporate trust and agency$948,00030
Investment management and investment advisory agency accounts income$1,348,000137
Foundation and endowment and agency accounts income$711,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,000139
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,044,000135
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
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$1,263,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$300,000122
YTD Gross Income employee benefit defined benefit$24,000136
YTD Gross Income from other retirement accounts$267,000149
YTD Gross Income corporate trust and agency$609,00030
Investment management and investment advisory agency accounts income$878,000138
Foundation and endowment and agency accounts income$458,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000139
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,921,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$622,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000125
YTD Gross Income employee benefit defined benefit$10,000144
YTD Gross Income from other retirement accounts$129,000154
YTD Gross Income corporate trust and agency$302,00030
Investment management and investment advisory agency accounts income$426,000141
Foundation and endowment and agency accounts income$223,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000148
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,906,000137
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
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,338,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$517,000134
YTD Gross Income employee benefit defined benefit$67,000138
YTD Gross Income from other retirement accounts$478,000158
YTD Gross Income corporate trust and agency$1,237,00030
Investment management and investment advisory agency accounts income$1,554,000142
Foundation and endowment and agency accounts income$898,00050
YTD Gross income other trust and agency accounts$31,00095
YTD Gross income custody and safekeeping agency accounts$195,000148
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$7,315,000136
YTD fiduciary expense (Dec. only)$5,133,000142
YTD fiduciary net loss (Dec. only)$40,00079
YTD fiduciary intracompany income (Dec. only)$3,000159
YTD net fiduciary income (Dec. only)$2,145,000126
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$1,758,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$381,000129
YTD Gross Income employee benefit defined benefit$49,000130
YTD Gross Income from other retirement accounts$351,000156
YTD Gross Income corporate trust and agency$932,00032
Investment management and investment advisory agency accounts income$1,152,000141
Foundation and endowment and agency accounts income$669,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,000148
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,457,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,168,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$255,000128
YTD Gross Income employee benefit defined benefit$18,000151
YTD Gross Income from other retirement accounts$231,000158
YTD Gross Income corporate trust and agency$586,00032
Investment management and investment advisory agency accounts income$752,000143
Foundation and endowment and agency accounts income$406,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$98,000145
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,530,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$564,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000138
YTD Gross Income employee benefit defined benefit$9,000153
YTD Gross Income from other retirement accounts$112,000162
YTD Gross Income corporate trust and agency$301,00033
Investment management and investment advisory agency accounts income$362,000151
Foundation and endowment and agency accounts income$193,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000144
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,707,000141
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
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,393,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$501,000132
YTD Gross Income employee benefit defined benefit$52,000143
YTD Gross Income from other retirement accounts$441,000157
YTD Gross Income corporate trust and agency$997,00036
Investment management and investment advisory agency accounts income$1,264,000155
Foundation and endowment and agency accounts income$782,00052
YTD Gross income other trust and agency accounts$37,00088
YTD Gross income custody and safekeeping agency accounts$205,000138
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$6,672,000126
YTD fiduciary expense (Dec. only)$4,961,000137
YTD fiduciary net loss (Dec. only)$4,000156
YTD fiduciary intracompany income (Dec. only)$11,000149
YTD net fiduciary income (Dec. only)$1,718,000132
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$1,796,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$373,000132
YTD Gross Income employee benefit defined benefit$44,000133
YTD Gross Income from other retirement accounts$334,000153
YTD Gross Income corporate trust and agency$769,00035
Investment management and investment advisory agency accounts income$914,000158
Foundation and endowment and agency accounts income$587,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,000138
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,997,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,218,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$226,000141
YTD Gross Income employee benefit defined benefit$16,000158
YTD Gross Income from other retirement accounts$222,000149
YTD Gross Income corporate trust and agency$437,00038
Investment management and investment advisory agency accounts income$593,000163
Foundation and endowment and agency accounts income$386,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000141
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,218,000131
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
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$610,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000137
YTD Gross Income employee benefit defined benefit$8,000159
YTD Gross Income from other retirement accounts$109,000160
YTD Gross Income corporate trust and agency$208,00038
Investment management and investment advisory agency accounts income$280,000169
Foundation and endowment and agency accounts income$189,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000153
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,585,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,068,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$429,000146
YTD Gross Income employee benefit defined benefit$50,000151
YTD Gross Income from other retirement accounts$399,000158
YTD Gross Income corporate trust and agency$1,389,00035
Investment management and investment advisory agency accounts income$1,006,000178
Foundation and endowment and agency accounts income$707,00050
YTD Gross income other trust and agency accounts$49,00085
YTD Gross income custody and safekeeping agency accounts$191,000150
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$6,288,000127
YTD fiduciary expense (Dec. only)$4,993,000139
YTD fiduciary net loss (Dec. only)$202,00041
YTD fiduciary intracompany income (Dec. only)$6,000153
YTD net fiduciary income (Dec. only)$1,099,000176
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$1,541,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$317,000143
YTD Gross Income employee benefit defined benefit$42,000140
YTD Gross Income from other retirement accounts$293,000154
YTD Gross Income corporate trust and agency$1,102,00031
Investment management and investment advisory agency accounts income$749,000172
Foundation and endowment and agency accounts income$503,00048
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000145
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$4,719,000127
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
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$1,037,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000145
YTD Gross Income employee benefit defined benefit$17,000151
YTD Gross Income from other retirement accounts$193,000158
YTD Gross Income corporate trust and agency$555,00037
Investment management and investment advisory agency accounts income$496,000178
Foundation and endowment and agency accounts income$329,00048
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000151
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,945,000131
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
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$484,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000142
YTD Gross Income employee benefit defined benefit$9,000151
YTD Gross Income from other retirement accounts$94,000161
YTD Gross Income corporate trust and agency$248,00035
Investment management and investment advisory agency accounts income$245,000177
Foundation and endowment and agency accounts income$153,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000158
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,398,000135
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
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$1,787,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$384,000143
YTD Gross Income employee benefit defined benefit$52,000151
YTD Gross Income from other retirement accounts$346,000162
YTD Gross Income corporate trust and agency$1,471,00035
Investment management and investment advisory agency accounts income$976,000173
Foundation and endowment and agency accounts income$525,00051
YTD Gross income other trust and agency accounts$90,00058
YTD Gross income custody and safekeeping agency accounts$195,000160
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$5,826,000130
YTD fiduciary expense (Dec. only)$4,749,000136
YTD fiduciary net loss (Dec. only)$2,000183
YTD fiduciary intracompany income (Dec. only)$20,000137
YTD net fiduciary income (Dec. only)$1,095,000172
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$1,637,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$276,000147
YTD Gross Income employee benefit defined benefit$44,000139
YTD Gross Income from other retirement accounts$256,000164
YTD Gross Income corporate trust and agency$1,170,00033
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$160,000148
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$4,354,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,087,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000154
YTD Gross Income employee benefit defined benefit$18,000156
YTD Gross Income from other retirement accounts$169,000162
YTD Gross Income corporate trust and agency$626,00038
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$109,000151
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,722,000137
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
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$470,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000152
YTD Gross Income employee benefit defined benefit$9,000149
YTD Gross Income from other retirement accounts$85,000162
YTD Gross Income corporate trust and agency$308,00036
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$43,000168
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,315,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$135,00068
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,972,000139
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
2008-09-30Rank
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$4,481,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,864,000147
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
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$1,428,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$61,00093
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,077,000139
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
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$4,648,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,871,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,458,000147
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
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$60,00096
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,765,000139
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
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$4,363,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,939,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,477,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$92,00093
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,856,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,610,000162
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
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$2,361,000162
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
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$1,168,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$71,000102
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,490,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,279,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,124,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,034,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$92,00096
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,267,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,228,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,175,000176
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
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$1,049,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$88,000107
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,989,000191
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
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$94,000103
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,632,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,130,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,535,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,242,000299
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$423,000713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$325,000838
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$299,000903
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$363,000838
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$426,000820
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$407,000836
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA