Home > Bangor Savings Bank > Gross Fiduciary and Related Services Income

Bangor Savings Bank, Gross Fiduciary and Related Services Income

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$329,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000216
YTD Gross Income employee benefit defined benefit$8,000135
YTD Gross Income from other retirement accounts$810,00080
YTD Gross Income corporate trust and agency$39,00050
Investment management and investment advisory agency accounts income$1,305,000122
Foundation and endowment and agency accounts income$272,00091
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$16,000246
YTD Gross income other trust accounts$0172
Gross Fiduciary activities income$2,812,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,244,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000194
YTD Gross Income employee benefit defined benefit$35,000141
YTD Gross Income from other retirement accounts$2,990,00079
YTD Gross Income corporate trust and agency$155,00054
Investment management and investment advisory agency accounts income$4,887,000122
Foundation and endowment and agency accounts income$1,035,00090
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$65,000277
YTD Gross income other trust accounts$0215
Gross Fiduciary activities income$10,540,000201
YTD fiduciary expense (Dec. only)$6,668,000189
YTD fiduciary net loss (Dec. only)$7,000151
YTD fiduciary intracompany income (Dec. only)$516,00072
YTD net fiduciary income (Dec. only)$4,381,000151
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$930,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000173
YTD Gross Income employee benefit defined benefit$26,000139
YTD Gross Income from other retirement accounts$2,197,00079
YTD Gross Income corporate trust and agency$116,00054
Investment management and investment advisory agency accounts income$3,593,000123
Foundation and endowment and agency accounts income$762,00089
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$48,000249
YTD Gross income other trust accounts$0178
Gross Fiduciary activities income$7,778,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$616,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000192
YTD Gross Income employee benefit defined benefit$17,000147
YTD Gross Income from other retirement accounts$1,440,00080
YTD Gross Income corporate trust and agency$77,00054
Investment management and investment advisory agency accounts income$2,353,000124
Foundation and endowment and agency accounts income$489,00092
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$32,000274
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,109,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$301,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000159
YTD Gross Income employee benefit defined benefit$9,000184
YTD Gross Income from other retirement accounts$709,00082
YTD Gross Income corporate trust and agency$39,00051
Investment management and investment advisory agency accounts income$1,172,000172
Foundation and endowment and agency accounts income$228,00091
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$16,000252
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$2,522,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,259,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$149,000184
YTD Gross Income employee benefit defined benefit$27,000199
YTD Gross Income from other retirement accounts$2,575,00085
YTD Gross Income corporate trust and agency$155,00055
Investment management and investment advisory agency accounts income$4,154,000169
Foundation and endowment and agency accounts income$659,000109
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$82,000258
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$9,060,000190
YTD fiduciary expense (Dec. only)$6,271,000186
YTD fiduciary net loss (Dec. only)$22,000145
YTD fiduciary intracompany income (Dec. only)$732,00056
YTD net fiduciary income (Dec. only)$3,499,000153
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$958,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000162
YTD Gross Income employee benefit defined benefit$18,000189
YTD Gross Income from other retirement accounts$1,917,00085
YTD Gross Income corporate trust and agency$117,00051
Investment management and investment advisory agency accounts income$3,117,000169
Foundation and endowment and agency accounts income$466,000111
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$53,000245
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$6,764,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$640,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000181
YTD Gross Income employee benefit defined benefit$10,000199
YTD Gross Income from other retirement accounts$1,259,00082
YTD Gross Income corporate trust and agency$78,00052
Investment management and investment advisory agency accounts income$2,050,000167
Foundation and endowment and agency accounts income$304,000113
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$36,000255
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$4,452,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$314,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000163
YTD Gross Income employee benefit defined benefit$5,000147
YTD Gross Income from other retirement accounts$623,00088
YTD Gross Income corporate trust and agency$39,00049
Investment management and investment advisory agency accounts income$983,000130
Foundation and endowment and agency accounts income$145,000115
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$19,000238
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,168,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,634,000259
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$310,000155
YTD Gross Income employee benefit defined benefit$24,000168
YTD Gross Income from other retirement accounts$2,381,00092
YTD Gross Income corporate trust and agency$154,00056
Investment management and investment advisory agency accounts income$3,315,000138
Foundation and endowment and agency accounts income$480,000137
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$171,000186
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$8,469,000199
YTD fiduciary expense (Dec. only)$5,335,000206
YTD fiduciary net loss (Dec. only)$1,000193
YTD fiduciary intracompany income (Dec. only)$1,204,00048
YTD net fiduciary income (Dec. only)$4,337,000143
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,278,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$265,000138
YTD Gross Income employee benefit defined benefit$19,000156
YTD Gross Income from other retirement accounts$1,802,00091
YTD Gross Income corporate trust and agency$115,00057
Investment management and investment advisory agency accounts income$2,401,000143
Foundation and endowment and agency accounts income$356,000137
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$150,000163
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$6,386,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$863,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$196,000132
YTD Gross Income employee benefit defined benefit$13,000150
YTD Gross Income from other retirement accounts$1,210,00090
YTD Gross Income corporate trust and agency$77,00051
Investment management and investment advisory agency accounts income$1,540,000132
Foundation and endowment and agency accounts income$243,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$105,000144
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,247,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$440,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000130
YTD Gross Income employee benefit defined benefit$7,000139
YTD Gross Income from other retirement accounts$611,00093
YTD Gross Income corporate trust and agency$39,00049
Investment management and investment advisory agency accounts income$745,000135
Foundation and endowment and agency accounts income$130,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000122
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,140,000173
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
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,708,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,000171
YTD Gross Income employee benefit defined benefit$28,000152
YTD Gross Income from other retirement accounts$2,142,00098
YTD Gross Income corporate trust and agency$156,00053
Investment management and investment advisory agency accounts income$3,457,000128
Foundation and endowment and agency accounts income$525,000119
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$366,000102
YTD Gross income other trust accounts$10,000172
Gross Fiduciary activities income$8,616,000170
YTD fiduciary expense (Dec. only)$4,630,000183
YTD fiduciary net loss (Dec. only)$19,000103
YTD fiduciary intracompany income (Dec. only)$954,00046
YTD net fiduciary income (Dec. only)$4,921,000123
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,240,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$165,000159
YTD Gross Income employee benefit defined benefit$21,000139
YTD Gross Income from other retirement accounts$1,550,00098
YTD Gross Income corporate trust and agency$117,00047
Investment management and investment advisory agency accounts income$2,600,000126
Foundation and endowment and agency accounts income$393,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$309,00094
YTD Gross income other trust accounts$10,000144
Gross Fiduciary activities income$6,405,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$800,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000171
YTD Gross Income employee benefit defined benefit$14,000148
YTD Gross Income from other retirement accounts$996,00098
YTD Gross Income corporate trust and agency$78,00051
Investment management and investment advisory agency accounts income$1,656,000129
Foundation and endowment and agency accounts income$257,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$202,00096
YTD Gross income other trust accounts$10,000148
Gross Fiduciary activities income$4,119,000173
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
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$357,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000173
YTD Gross Income employee benefit defined benefit$7,000139
YTD Gross Income from other retirement accounts$479,000101
YTD Gross Income corporate trust and agency$39,00050
Investment management and investment advisory agency accounts income$786,000133
Foundation and endowment and agency accounts income$111,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,00093
YTD Gross income other trust accounts$3,000140
Gross Fiduciary activities income$1,934,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,301,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000179
YTD Gross Income employee benefit defined benefit$28,000153
YTD Gross Income from other retirement accounts$1,392,000116
YTD Gross Income corporate trust and agency$158,00054
Investment management and investment advisory agency accounts income$2,710,000133
Foundation and endowment and agency accounts income$447,000117
YTD Gross income other trust and agency accounts$43,00047
YTD Gross income custody and safekeeping agency accounts$454,00094
YTD Gross income other trust accounts$3,000208
Gross Fiduciary activities income$6,728,000186
YTD fiduciary expense (Dec. only)$4,090,000197
YTD fiduciary net loss (Dec. only)$11,000123
YTD fiduciary intracompany income (Dec. only)$562,00053
YTD net fiduciary income (Dec. only)$3,189,000137
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$959,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000165
YTD Gross Income employee benefit defined benefit$21,000140
YTD Gross Income from other retirement accounts$961,000123
YTD Gross Income corporate trust and agency$114,00049
Investment management and investment advisory agency accounts income$2,026,000132
Foundation and endowment and agency accounts income$332,000109
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$349,00093
YTD Gross income other trust accounts$2,000175
Gross Fiduciary activities income$4,946,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$642,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000176
YTD Gross Income employee benefit defined benefit$14,000151
YTD Gross Income from other retirement accounts$555,000136
YTD Gross Income corporate trust and agency$76,00052
Investment management and investment advisory agency accounts income$1,394,000132
Foundation and endowment and agency accounts income$218,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$223,00097
YTD Gross income other trust accounts$1,000194
Gross Fiduciary activities income$3,260,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$329,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000160
YTD Gross Income employee benefit defined benefit$7,000138
YTD Gross Income from other retirement accounts$183,000174
YTD Gross Income corporate trust and agency$38,00047
Investment management and investment advisory agency accounts income$791,000123
Foundation and endowment and agency accounts income$114,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000106
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,646,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,182,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000177
YTD Gross Income employee benefit defined benefit$30,000156
YTD Gross Income from other retirement accounts$700,000178
YTD Gross Income corporate trust and agency$155,00057
Investment management and investment advisory agency accounts income$2,751,000131
Foundation and endowment and agency accounts income$405,000121
YTD Gross income other trust and agency accounts$163,00038
YTD Gross income custody and safekeeping agency accounts$301,000114
YTD Gross income other trust accounts$5,000196
Gross Fiduciary activities income$5,882,000205
YTD fiduciary expense (Dec. only)$3,754,000202
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$510,00058
YTD net fiduciary income (Dec. only)$2,638,000146
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$878,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000171
YTD Gross Income employee benefit defined benefit$22,000149
YTD Gross Income from other retirement accounts$517,000173
YTD Gross Income corporate trust and agency$116,00053
Investment management and investment advisory agency accounts income$2,011,000132
Foundation and endowment and agency accounts income$296,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$215,000115
YTD Gross income other trust accounts$4,000176
Gross Fiduciary activities income$4,322,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$575,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000180
YTD Gross Income employee benefit defined benefit$14,000150
YTD Gross Income from other retirement accounts$337,000177
YTD Gross Income corporate trust and agency$77,00055
Investment management and investment advisory agency accounts income$1,310,000132
Foundation and endowment and agency accounts income$191,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,000116
YTD Gross income other trust accounts$3,000184
Gross Fiduciary activities income$2,825,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$279,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000181
YTD Gross Income employee benefit defined benefit$7,000149
YTD Gross Income from other retirement accounts$170,000174
YTD Gross Income corporate trust and agency$38,00053
Investment management and investment advisory agency accounts income$635,000132
Foundation and endowment and agency accounts income$90,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000119
YTD Gross income other trust accounts$2,000164
Gross Fiduciary activities income$1,376,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,222,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$221,000181
YTD Gross Income employee benefit defined benefit$34,000160
YTD Gross Income from other retirement accounts$661,000175
YTD Gross Income corporate trust and agency$160,00057
Investment management and investment advisory agency accounts income$2,569,000135
Foundation and endowment and agency accounts income$89,000235
YTD Gross income other trust and agency accounts$157,00039
YTD Gross income custody and safekeeping agency accounts$301,000120
YTD Gross income other trust accounts$105,000122
Gross Fiduciary activities income$5,519,000206
YTD fiduciary expense (Dec. only)$3,322,000219
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$446,00070
YTD net fiduciary income (Dec. only)$2,643,000152
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$913,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$172,000177
YTD Gross Income employee benefit defined benefit$26,000149
YTD Gross Income from other retirement accounts$494,000176
YTD Gross Income corporate trust and agency$122,00054
Investment management and investment advisory agency accounts income$1,889,000137
Foundation and endowment and agency accounts income$67,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$284,000107
YTD Gross income other trust accounts$101,000113
Gross Fiduciary activities income$4,186,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$593,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000182
YTD Gross Income employee benefit defined benefit$18,000149
YTD Gross Income from other retirement accounts$318,000178
YTD Gross Income corporate trust and agency$83,00053
Investment management and investment advisory agency accounts income$1,193,000139
Foundation and endowment and agency accounts income$44,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,000106
YTD Gross income other trust accounts$97,00096
Gross Fiduciary activities income$2,740,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$304,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000179
YTD Gross Income employee benefit defined benefit$10,000142
YTD Gross Income from other retirement accounts$160,000179
YTD Gross Income corporate trust and agency$44,00055
Investment management and investment advisory agency accounts income$554,000146
Foundation and endowment and agency accounts income$22,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000105
YTD Gross income other trust accounts$86,00075
Gross Fiduciary activities income$1,373,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,168,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000192
YTD Gross Income employee benefit defined benefit$43,000159
YTD Gross Income from other retirement accounts$602,000176
YTD Gross Income corporate trust and agency$157,00061
Investment management and investment advisory agency accounts income$2,326,000136
Foundation and endowment and agency accounts income$83,000238
YTD Gross income other trust and agency accounts$155,00043
YTD Gross income custody and safekeeping agency accounts$350,000108
YTD Gross income other trust accounts$202,00099
Gross Fiduciary activities income$5,279,000202
YTD fiduciary expense (Dec. only)$2,600,000249
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$456,00067
YTD net fiduciary income (Dec. only)$3,135,000131
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$872,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000185
YTD Gross Income employee benefit defined benefit$32,000141
YTD Gross Income from other retirement accounts$446,000173
YTD Gross Income corporate trust and agency$118,00059
Investment management and investment advisory agency accounts income$1,730,000138
Foundation and endowment and agency accounts income$59,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$292,00098
YTD Gross income other trust accounts$167,00090
Gross Fiduciary activities income$3,965,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$640,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000191
YTD Gross Income employee benefit defined benefit$21,000142
YTD Gross Income from other retirement accounts$296,000171
YTD Gross Income corporate trust and agency$80,00059
Investment management and investment advisory agency accounts income$1,053,000141
Foundation and endowment and agency accounts income$39,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$195,00098
YTD Gross income other trust accounts$132,00090
Gross Fiduciary activities income$2,608,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$281,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000178
YTD Gross Income employee benefit defined benefit$10,000145
YTD Gross Income from other retirement accounts$148,000171
YTD Gross Income corporate trust and agency$42,00055
Investment management and investment advisory agency accounts income$551,000139
Foundation and endowment and agency accounts income$20,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000103
YTD Gross income other trust accounts$99,00070
Gross Fiduciary activities income$1,326,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,044,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000195
YTD Gross Income employee benefit defined benefit$41,000163
YTD Gross Income from other retirement accounts$563,000172
YTD Gross Income corporate trust and agency$197,00058
Investment management and investment advisory agency accounts income$2,136,000135
Foundation and endowment and agency accounts income$79,000235
YTD Gross income other trust and agency accounts$152,00042
YTD Gross income custody and safekeeping agency accounts$383,00099
YTD Gross income other trust accounts$146,000111
Gross Fiduciary activities income$4,934,000198
YTD fiduciary expense (Dec. only)$2,448,000249
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$413,00069
YTD net fiduciary income (Dec. only)$2,899,000119
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$776,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000186
YTD Gross Income employee benefit defined benefit$30,000145
YTD Gross Income from other retirement accounts$421,000167
YTD Gross Income corporate trust and agency$148,00055
Investment management and investment advisory agency accounts income$1,609,000136
Foundation and endowment and agency accounts income$59,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$324,00093
YTD Gross income other trust accounts$144,00096
Gross Fiduciary activities income$3,769,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$513,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000184
YTD Gross Income employee benefit defined benefit$20,000147
YTD Gross Income from other retirement accounts$271,000175
YTD Gross Income corporate trust and agency$100,00056
Investment management and investment advisory agency accounts income$1,084,000131
Foundation and endowment and agency accounts income$39,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$220,00091
YTD Gross income other trust accounts$119,00092
Gross Fiduciary activities income$2,536,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$248,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000177
YTD Gross Income employee benefit defined benefit$10,000148
YTD Gross Income from other retirement accounts$133,000176
YTD Gross Income corporate trust and agency$48,00052
Investment management and investment advisory agency accounts income$583,000130
Foundation and endowment and agency accounts income$19,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,00091
YTD Gross income other trust accounts$103,00067
Gross Fiduciary activities income$1,349,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,053,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$252,000184
YTD Gross Income employee benefit defined benefit$35,000176
YTD Gross Income from other retirement accounts$576,000166
YTD Gross Income corporate trust and agency$183,00060
Investment management and investment advisory agency accounts income$1,979,000141
Foundation and endowment and agency accounts income$86,000229
YTD Gross income other trust and agency accounts$141,00045
YTD Gross income custody and safekeeping agency accounts$391,000101
YTD Gross income other trust accounts$131,000109
Gross Fiduciary activities income$4,827,000204
YTD fiduciary expense (Dec. only)$2,633,000241
YTD fiduciary net loss (Dec. only)$14,000104
YTD fiduciary intracompany income (Dec. only)$382,00071
YTD net fiduciary income (Dec. only)$2,562,000138
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$794,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000175
YTD Gross Income employee benefit defined benefit$25,000162
YTD Gross Income from other retirement accounts$435,000163
YTD Gross Income corporate trust and agency$138,00058
Investment management and investment advisory agency accounts income$1,496,000138
Foundation and endowment and agency accounts income$56,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$321,00098
YTD Gross income other trust accounts$121,00098
Gross Fiduciary activities income$3,689,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$538,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000175
YTD Gross Income employee benefit defined benefit$17,000160
YTD Gross Income from other retirement accounts$291,000165
YTD Gross Income corporate trust and agency$93,00058
Investment management and investment advisory agency accounts income$990,000143
Foundation and endowment and agency accounts income$36,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$227,000101
YTD Gross income other trust accounts$114,00089
Gross Fiduciary activities income$2,504,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$269,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000179
YTD Gross Income employee benefit defined benefit$8,000158
YTD Gross Income from other retirement accounts$146,000166
YTD Gross Income corporate trust and agency$48,00052
Investment management and investment advisory agency accounts income$489,000143
Foundation and endowment and agency accounts income$20,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$111,000101
YTD Gross income other trust accounts$96,00071
Gross Fiduciary activities income$1,283,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,022,000262
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$248,000179
YTD Gross Income employee benefit defined benefit$19,000204
YTD Gross Income from other retirement accounts$520,000175
YTD Gross Income corporate trust and agency$217,00053
Investment management and investment advisory agency accounts income$1,792,000143
Foundation and endowment and agency accounts income$64,000249
YTD Gross income other trust and agency accounts$152,00045
YTD Gross income custody and safekeeping agency accounts$397,000102
YTD Gross income other trust accounts$115,000124
Gross Fiduciary activities income$4,546,000209
YTD fiduciary expense (Dec. only)$2,471,000240
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$382,00067
YTD net fiduciary income (Dec. only)$2,451,000141
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$771,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000173
YTD Gross Income employee benefit defined benefit$16,000178
YTD Gross Income from other retirement accounts$388,000171
YTD Gross Income corporate trust and agency$144,00055
Investment management and investment advisory agency accounts income$1,331,000144
Foundation and endowment and agency accounts income$48,000220
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$291,000101
YTD Gross income other trust accounts$110,000108
Gross Fiduciary activities income$3,400,000208
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
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$519,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000280
YTD Gross Income employee benefit defined benefit$117,00090
YTD Gross Income from other retirement accounts$256,000172
YTD Gross Income corporate trust and agency$98,00052
Investment management and investment advisory agency accounts income$879,000151
Foundation and endowment and agency accounts income$32,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000112
YTD Gross income other trust accounts$101,00093
Gross Fiduciary activities income$2,261,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$256,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000281
YTD Gross Income employee benefit defined benefit$59,00091
YTD Gross Income from other retirement accounts$125,000178
YTD Gross Income corporate trust and agency$49,00049
Investment management and investment advisory agency accounts income$441,000148
Foundation and endowment and agency accounts income$16,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000118
YTD Gross income other trust accounts$77,00077
Gross Fiduciary activities income$1,142,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$932,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000242
YTD Gross Income employee benefit defined benefit$124,000115
YTD Gross Income from other retirement accounts$447,000180
YTD Gross Income corporate trust and agency$187,00059
Investment management and investment advisory agency accounts income$1,609,000147
Foundation and endowment and agency accounts income$62,000233
YTD Gross income other trust and agency accounts$152,00041
YTD Gross income custody and safekeeping agency accounts$251,000133
YTD Gross income other trust accounts$114,000118
Gross Fiduciary activities income$3,981,000214
YTD fiduciary expense (Dec. only)$2,202,000243
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$411,00063
YTD net fiduciary income (Dec. only)$2,190,000143
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$691,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000205
YTD Gross Income employee benefit defined benefit$71,000119
YTD Gross Income from other retirement accounts$333,000173
YTD Gross Income corporate trust and agency$141,00053
Investment management and investment advisory agency accounts income$1,200,000142
Foundation and endowment and agency accounts income$43,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$212,000120
YTD Gross income other trust accounts$99,000105
Gross Fiduciary activities income$3,002,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$456,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000192
YTD Gross Income employee benefit defined benefit$16,000153
YTD Gross Income from other retirement accounts$220,000172
YTD Gross Income corporate trust and agency$96,00054
Investment management and investment advisory agency accounts income$806,000144
Foundation and endowment and agency accounts income$28,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$142,000118
YTD Gross income other trust accounts$91,00091
Gross Fiduciary activities income$2,024,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$223,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000195
YTD Gross Income employee benefit defined benefit$8,000152
YTD Gross Income from other retirement accounts$108,000173
YTD Gross Income corporate trust and agency$48,00054
Investment management and investment advisory agency accounts income$419,000143
Foundation and endowment and agency accounts income$14,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000124
YTD Gross income other trust accounts$67,00075
Gross Fiduciary activities income$1,042,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$961,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000222
YTD Gross Income employee benefit defined benefit$35,000166
YTD Gross Income from other retirement accounts$415,000176
YTD Gross Income corporate trust and agency$194,00062
Investment management and investment advisory agency accounts income$1,363,000158
Foundation and endowment and agency accounts income$52,000242
YTD Gross income other trust and agency accounts$114,00052
YTD Gross income custody and safekeeping agency accounts$267,000123
YTD Gross income other trust accounts$81,000136
Gross Fiduciary activities income$3,626,000215
YTD fiduciary expense (Dec. only)$2,123,000237
YTD fiduciary net loss (Dec. only)$25,00089
YTD fiduciary intracompany income (Dec. only)$335,00066
YTD net fiduciary income (Dec. only)$1,813,000138
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$730,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000207
YTD Gross Income employee benefit defined benefit$23,000154
YTD Gross Income from other retirement accounts$309,000173
YTD Gross Income corporate trust and agency$146,00057
Investment management and investment advisory agency accounts income$1,007,000161
Foundation and endowment and agency accounts income$38,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$222,000114
YTD Gross income other trust accounts$77,000113
Gross Fiduciary activities income$2,727,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$491,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000211
YTD Gross Income employee benefit defined benefit$17,000154
YTD Gross Income from other retirement accounts$207,000175
YTD Gross Income corporate trust and agency$96,00057
Investment management and investment advisory agency accounts income$668,000163
Foundation and endowment and agency accounts income$24,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000119
YTD Gross income other trust accounts$77,000102
Gross Fiduciary activities income$1,812,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$262,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000216
YTD Gross Income employee benefit defined benefit$8,000157
YTD Gross Income from other retirement accounts$102,000174
YTD Gross Income corporate trust and agency$45,00059
Investment management and investment advisory agency accounts income$325,000165
Foundation and endowment and agency accounts income$14,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000132
YTD Gross income other trust accounts$70,00071
Gross Fiduciary activities income$914,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$967,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000230
YTD Gross Income employee benefit defined benefit$29,000177
YTD Gross Income from other retirement accounts$387,000167
YTD Gross Income corporate trust and agency$180,00060
Investment management and investment advisory agency accounts income$1,240,000157
Foundation and endowment and agency accounts income$58,000219
YTD Gross income other trust and agency accounts$9,000123
YTD Gross income custody and safekeeping agency accounts$280,000116
YTD Gross income other trust accounts$68,000155
Gross Fiduciary activities income$3,347,000189
YTD fiduciary expense (Dec. only)$2,180,000232
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$290,00074
YTD net fiduciary income (Dec. only)$1,457,000149
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$710,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000202
YTD Gross Income employee benefit defined benefit$22,000166
YTD Gross Income from other retirement accounts$289,000165
YTD Gross Income corporate trust and agency$135,00056
Investment management and investment advisory agency accounts income$929,000157
Foundation and endowment and agency accounts income$45,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$236,000116
YTD Gross income other trust accounts$62,000127
Gross Fiduciary activities income$2,534,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$464,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000203
YTD Gross Income employee benefit defined benefit$16,000158
YTD Gross Income from other retirement accounts$191,000165
YTD Gross Income corporate trust and agency$90,00059
Investment management and investment advisory agency accounts income$594,000162
Foundation and endowment and agency accounts income$28,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$169,000117
YTD Gross income other trust accounts$62,000114
Gross Fiduciary activities income$1,688,000191
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
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$224,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000210
YTD Gross Income employee benefit defined benefit$8,000159
YTD Gross Income from other retirement accounts$96,000174
YTD Gross Income corporate trust and agency$45,00056
Investment management and investment advisory agency accounts income$280,000169
Foundation and endowment and agency accounts income$14,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000106
YTD Gross income other trust accounts$61,00084
Gross Fiduciary activities income$855,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$905,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$116,000243
YTD Gross Income employee benefit defined benefit$11,000225
YTD Gross Income from other retirement accounts$350,000175
YTD Gross Income corporate trust and agency$235,00061
Investment management and investment advisory agency accounts income$1,075,000170
Foundation and endowment and agency accounts income$42,000238
YTD Gross income other trust and agency accounts$19,000111
YTD Gross income custody and safekeeping agency accounts$267,000123
YTD Gross income other trust accounts$55,000183
Gross Fiduciary activities income$3,075,000199
YTD fiduciary expense (Dec. only)$1,740,000265
YTD fiduciary net loss (Dec. only)$3,000157
YTD fiduciary intracompany income (Dec. only)$250,00076
YTD net fiduciary income (Dec. only)$1,582,000139
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$676,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000212
YTD Gross Income employee benefit defined benefit$6,000205
YTD Gross Income from other retirement accounts$260,000169
YTD Gross Income corporate trust and agency$190,00059
Investment management and investment advisory agency accounts income$796,000166
Foundation and endowment and agency accounts income$29,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$202,000122
YTD Gross income other trust accounts$53,000135
Gross Fiduciary activities income$2,318,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$448,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000214
YTD Gross Income employee benefit defined benefit$4,000200
YTD Gross Income from other retirement accounts$175,000171
YTD Gross Income corporate trust and agency$147,00059
Investment management and investment advisory agency accounts income$528,000170
Foundation and endowment and agency accounts income$16,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$131,000127
YTD Gross income other trust accounts$54,000116
Gross Fiduciary activities income$1,571,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$221,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000212
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$81,000182
YTD Gross Income corporate trust and agency$73,00056
Investment management and investment advisory agency accounts income$264,000170
Foundation and endowment and agency accounts income$3,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000125
YTD Gross income other trust accounts$51,00098
Gross Fiduciary activities income$796,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$775,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000264
YTD Gross Income employee benefit defined benefit$27,000183
YTD Gross Income from other retirement accounts$270,000197
YTD Gross Income corporate trust and agency$278,00065
Investment management and investment advisory agency accounts income$849,000189
Foundation and endowment and agency accounts income$10,000270
YTD Gross income other trust and agency accounts$21,000114
YTD Gross income custody and safekeeping agency accounts$247,000134
YTD Gross income other trust accounts$43,000214
Gross Fiduciary activities income$2,600,000210
YTD fiduciary expense (Dec. only)$1,581,000270
YTD fiduciary net loss (Dec. only)$16,000123
YTD fiduciary intracompany income (Dec. only)$212,00082
YTD net fiduciary income (Dec. only)$1,215,000159
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$572,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000235
YTD Gross Income employee benefit defined benefit$25,000161
YTD Gross Income from other retirement accounts$194,000195
YTD Gross Income corporate trust and agency$205,00061
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$200,000134
YTD Gross income other trust accounts$42,000162
Gross Fiduciary activities income$1,915,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$376,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000237
YTD Gross Income employee benefit defined benefit$16,000161
YTD Gross Income from other retirement accounts$123,000200
YTD Gross Income corporate trust and agency$134,00061
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$123,000143
YTD Gross income other trust accounts$42,000145
Gross Fiduciary activities income$1,251,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$190,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000242
YTD Gross Income employee benefit defined benefit$8,000153
YTD Gross Income from other retirement accounts$61,000196
YTD Gross Income corporate trust and agency$60,00063
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$62,000140
YTD Gross income other trust accounts$42,000117
Gross Fiduciary activities income$641,000218
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
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$12,000137
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,653,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,062,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,410,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$748,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$25,000127
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,620,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,937,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,289,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$614,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$30,000117
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,152,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,581,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,041,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$530,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,890,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,427,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$952,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$472,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,756,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,320,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$888,000286
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
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$444,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,834,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,361,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$910,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$456,000299
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
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,920,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,776,000309
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,625,000324
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,419,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,056,000446
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$938,000491
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$751,000598
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$556,000710
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$415,000803
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$345,000892
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$192,0001,095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA