Home > Bank of Labor > Gross Fiduciary and Related Services Income

Bank of Labor, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$435,000386
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000197
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$66,000375
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,759,000244
Foundation and endowment and agency accounts income$0348
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$1,592,00065
YTD Gross income other trust accounts$74,000133
Gross Fiduciary activities income$4,041,000291
YTD fiduciary expense (Dec. only)$2,957,000278
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,084,000289
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$324,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000176
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$48,000306
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,267,000237
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$1,211,00066
YTD Gross income other trust accounts$60,000118
Gross Fiduciary activities income$2,993,000291
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$215,000385
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000201
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$31,000371
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$809,000249
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$813,00064
YTD Gross income other trust accounts$43,000132
Gross Fiduciary activities income$1,963,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$106,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000194
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$15,000318
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$391,000203
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$422,00071
YTD Gross income other trust accounts$17,000115
Gross Fiduciary activities income$973,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$435,000405
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000210
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$65,000394
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,339,000239
Foundation and endowment and agency accounts income$0363
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$1,708,00071
YTD Gross income other trust accounts$79,000143
Gross Fiduciary activities income$3,752,000308
YTD fiduciary expense (Dec. only)$2,922,000290
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$21,000129
YTD net fiduciary income (Dec. only)$851,000345
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$323,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000191
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$49,000327
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$982,000229
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$1,272,00070
YTD Gross income other trust accounts$59,000124
Gross Fiduciary activities income$2,783,000308
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$216,000371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000198
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$33,000364
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$639,000224
Foundation and endowment and agency accounts income$0326
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$861,00060
YTD Gross income other trust accounts$38,000121
Gross Fiduciary activities income$1,856,000273
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
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$111,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000180
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$17,000302
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$311,000213
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$445,00062
YTD Gross income other trust accounts$16,000104
Gross Fiduciary activities income$938,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$431,000359
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000199
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$64,000356
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,254,000224
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,855,00055
YTD Gross income other trust accounts$76,000123
Gross Fiduciary activities income$3,807,000270
YTD fiduciary expense (Dec. only)$3,186,000232
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$17,000116
YTD net fiduciary income (Dec. only)$638,000340
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$321,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000185
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$48,000296
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$929,000210
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,424,00053
YTD Gross income other trust accounts$58,000112
Gross Fiduciary activities income$2,871,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$211,000357
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000207
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$32,000350
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$609,000220
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$984,00054
YTD Gross income other trust accounts$34,000123
Gross Fiduciary activities income$1,929,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$104,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000190
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$16,000297
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$301,000210
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$488,00053
YTD Gross income other trust accounts$12,000112
Gross Fiduciary activities income$949,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$423,000355
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000213
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$59,000357
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,200,000211
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$2,342,00049
YTD Gross income other trust accounts$104,000125
Gross Fiduciary activities income$4,234,000239
YTD fiduciary expense (Dec. only)$3,264,000225
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$59,000113
YTD net fiduciary income (Dec. only)$1,029,000241
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$304,000300
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000194
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$44,000302
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$845,000205
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,787,00048
YTD Gross income other trust accounts$94,000107
Gross Fiduciary activities income$3,151,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$204,000350
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000220
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$29,000348
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$564,000214
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,141,00050
YTD Gross income other trust accounts$74,000109
Gross Fiduciary activities income$2,060,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$107,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000201
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$15,000301
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$285,000201
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$591,00052
YTD Gross income other trust accounts$29,000103
Gross Fiduciary activities income$1,049,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$448,000330
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000204
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$58,000344
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$976,000235
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$2,374,00052
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$3,970,000242
YTD fiduciary expense (Dec. only)$3,367,000221
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$106,00099
YTD net fiduciary income (Dec. only)$709,000285
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$335,000303
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000193
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$43,000306
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$691,000228
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,801,00052
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,955,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$218,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000203
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$27,000342
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$425,000252
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,164,00055
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,890,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$109,000337
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000204
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$13,000344
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$179,000262
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$588,00053
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$917,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$447,000372
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000218
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$59,000391
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$835,000256
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$2,440,00053
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$3,894,000244
YTD fiduciary expense (Dec. only)$3,137,000229
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$84,000114
YTD net fiduciary income (Dec. only)$841,000273
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$330,000343
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000214
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$45,000340
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$587,000254
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,829,00054
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,876,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$217,000343
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000215
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$30,000337
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$382,000259
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,242,00052
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,930,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$112,000342
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000215
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$15,000343
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$188,000259
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$692,00048
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,040,000235
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
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$443,000409
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000244
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$64,000421
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$709,000275
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$1,958,00058
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$3,267,000263
YTD fiduciary expense (Dec. only)$2,849,000237
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$156,000104
YTD net fiduciary income (Dec. only)$574,000323
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$317,000339
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000223
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$48,000337
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$517,000268
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,458,00058
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,405,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$213,000342
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000221
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$32,000338
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$335,000269
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$913,00059
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,538,000271
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
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$105,000342
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000226
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$16,000341
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$166,000268
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$508,00057
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$816,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$404,000425
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000252
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$63,000421
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$637,000280
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$1,734,00059
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$2,927,000267
YTD fiduciary expense (Dec. only)$2,464,000245
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$8,000144
YTD net fiduciary income (Dec. only)$471,000326
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$302,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000228
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$48,000337
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$469,000266
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,306,00060
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$2,185,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$200,000349
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000228
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$31,000340
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$302,000269
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$898,00059
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,471,000270
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
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$98,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000230
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$16,000339
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$151,000266
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$464,00056
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$749,000270
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
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$524,000384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$82,000260
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$53,000442
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$606,000287
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$2,064,00053
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$3,329,000257
YTD fiduciary expense (Dec. only)$2,346,000256
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$5,000149
YTD net fiduciary income (Dec. only)$988,000243
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$419,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000228
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$42,000337
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$446,000273
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,596,00053
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,571,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$312,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000230
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$30,000336
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$293,000276
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,050,00054
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,730,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$158,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000229
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$15,000335
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$146,000276
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$541,00052
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$883,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$657,000340
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000238
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$59,000427
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$546,000296
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$1,844,00059
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$3,224,000262
YTD fiduciary expense (Dec. only)$2,270,000254
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$6,000151
YTD net fiduciary income (Dec. only)$960,000241
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$516,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000224
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$44,000333
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$397,000280
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,409,00056
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,444,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$366,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000222
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$30,000334
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$250,000283
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$959,00058
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,660,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$195,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000222
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$15,000337
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$126,000285
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$509,00055
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$873,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$429,000413
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000237
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$53,000424
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$499,000293
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$1,817,00056
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,906,000266
YTD fiduciary expense (Dec. only)$2,279,000234
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$627,000282
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$319,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000215
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$38,000327
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$369,000266
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,421,00052
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,227,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$213,000333
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000217
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$25,000328
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$244,000263
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$954,00052
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,489,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$108,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000220
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$13,000331
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$121,000263
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$484,00053
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$752,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$419,000402
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000247
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$50,000409
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$457,000284
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$1,790,00053
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$2,814,000249
YTD fiduciary expense (Dec. only)$2,023,000245
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$791,000226
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$316,000314
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000223
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$38,000321
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$442,000238
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,247,00056
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,115,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$209,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000224
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$26,000324
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$348,000222
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$791,00057
YTD Gross income other trust accounts$129,00084
Gross Fiduciary activities income$1,551,000235
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
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$106,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000229
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$13,000319
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$117,000251
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$546,00049
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$805,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$399,000395
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000254
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$55,000413
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$554,000255
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$3,000143
YTD Gross income custody and safekeeping agency accounts$2,078,00053
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,183,000194
YTD fiduciary expense (Dec. only)$2,050,000244
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,133,000179
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$304,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000217
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$42,000318
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$414,000242
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,562,00053
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,404,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$204,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000224
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$28,000321
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$271,000246
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,080,00052
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,637,000194
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
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$102,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000228
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$14,000325
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$132,000249
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$485,00054
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$760,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$407,000381
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000260
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$59,000401
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$540,000242
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$5,000145
YTD Gross income custody and safekeeping agency accounts$1,825,00053
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$2,933,000201
YTD fiduciary expense (Dec. only)$2,248,000219
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$685,000234
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$315,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000222
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$45,000309
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$392,000229
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,399,00054
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,226,000200
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
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$204,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000229
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$29,000311
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$252,000232
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$943,00054
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,479,000201
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
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$102,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000262
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$14,000314
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$115,000242
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$453,00056
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$696,000213
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
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$388,000381
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$0277
YTD Gross Income from other retirement accounts$52,000412
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$539,000230
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$5,000141
YTD Gross income custody and safekeeping agency accounts$1,936,00055
YTD Gross income other trust accounts$1,000305
Gross Fiduciary activities income$3,001,000196
YTD fiduciary expense (Dec. only)$1,859,000244
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,142,000165
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$289,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000243
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$38,000306
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,535,00057
YTD Gross income other trust accounts$1,000214
Gross Fiduciary activities income$2,311,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
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$196,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000250
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$26,000306
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,038,00060
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,552,000194
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
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$99,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000244
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$13,000304
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$541,00061
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$799,000187
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
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$4,000157
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,404,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
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$2,499,000202
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
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$1,664,000206
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
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$852,000202
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
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$33,000118
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,906,000221
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
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,167,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,393,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$706,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,000164
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,993,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
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$2,176,000214
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
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$1,458,000222
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
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$712,000222
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
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$4,000188
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,845,000212
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
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,051,000213
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
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,366,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$672,000216
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
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,650,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,015,000216
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
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,312,000223
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
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$648,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,573,000223
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
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$1,884,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,239,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$699,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,000191
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,694,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,000212
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,839,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,810,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,635,000277
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
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,364,000288
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,268,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,158,000347
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,913,000382
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,838,000383
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,636,000424
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,534,000434
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA