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

Bank of Stockton, 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$2,276,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000176
YTD Gross Income employee benefit defined benefit$4,000224
YTD Gross Income from other retirement accounts$542,000243
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,396,000207
Foundation and endowment and agency accounts income$934,00084
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$114,000227
YTD Gross income other trust accounts$9,000181
Gross Fiduciary activities income$6,444,000233
YTD fiduciary expense (Dec. only)$4,642,000220
YTD fiduciary net loss (Dec. only)$3,000186
YTD fiduciary intracompany income (Dec. only)$5,000122
YTD net fiduciary income (Dec. only)$1,804,000222
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,724,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000148
YTD Gross Income employee benefit defined benefit$3,000207
YTD Gross Income from other retirement accounts$406,000218
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,779,000207
Foundation and endowment and agency accounts income$701,00084
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$87,000214
YTD Gross income other trust accounts$7,000151
Gross Fiduciary activities income$4,869,000234
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
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,049,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000177
YTD Gross Income employee benefit defined benefit$2,000220
YTD Gross Income from other retirement accounts$265,000238
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,152,000205
Foundation and endowment and agency accounts income$463,00086
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$60,000218
YTD Gross income other trust accounts$4,000175
Gross Fiduciary activities income$3,076,000233
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
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$507,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000186
YTD Gross Income employee benefit defined benefit$1,000161
YTD Gross Income from other retirement accounts$130,000229
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$557,000170
Foundation and endowment and agency accounts income$232,00089
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$30,000214
YTD Gross income other trust accounts$3,000141
Gross Fiduciary activities income$1,486,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,635,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$164,000195
YTD Gross Income employee benefit defined benefit$3,000195
YTD Gross Income from other retirement accounts$500,000260
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,621,000157
Foundation and endowment and agency accounts income$514,000131
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$109,000225
YTD Gross income other trust accounts$8,000198
Gross Fiduciary activities income$6,554,000238
YTD fiduciary expense (Dec. only)$4,493,000233
YTD fiduciary net loss (Dec. only)$12,000143
YTD fiduciary intracompany income (Dec. only)$57,000118
YTD net fiduciary income (Dec. only)$2,106,000229
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,145,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$157,000166
YTD Gross Income employee benefit defined benefit$2,000177
YTD Gross Income from other retirement accounts$375,000242
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,639,000179
Foundation and endowment and agency accounts income$717,00089
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$70,000225
YTD Gross income other trust accounts$5,000165
Gross Fiduciary activities income$5,110,000236
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,644,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000190
YTD Gross Income employee benefit defined benefit$2,000177
YTD Gross Income from other retirement accounts$249,000247
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,117,000162
Foundation and endowment and agency accounts income$498,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000209
YTD Gross income other trust accounts$4,000166
Gross Fiduciary activities income$3,645,000201
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
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,137,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000142
YTD Gross Income employee benefit defined benefit$1,000161
YTD Gross Income from other retirement accounts$127,000230
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$569,000159
Foundation and endowment and agency accounts income$248,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000190
YTD Gross income other trust accounts$3,000131
Gross Fiduciary activities income$2,192,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,114,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000191
YTD Gross Income employee benefit defined benefit$3,000190
YTD Gross Income from other retirement accounts$517,000241
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,200,000164
Foundation and endowment and agency accounts income$1,024,00075
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$172,000162
YTD Gross income other trust accounts$4,000187
Gross Fiduciary activities income$6,196,000215
YTD fiduciary expense (Dec. only)$3,816,000208
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$57,000106
YTD net fiduciary income (Dec. only)$2,437,000183
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,564,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000163
YTD Gross Income employee benefit defined benefit$2,000168
YTD Gross Income from other retirement accounts$378,000227
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,640,000161
Foundation and endowment and agency accounts income$766,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000151
YTD Gross income other trust accounts$4,000153
Gross Fiduciary activities income$4,643,000212
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
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,049,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000194
YTD Gross Income employee benefit defined benefit$2,000185
YTD Gross Income from other retirement accounts$249,000244
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,064,000165
Foundation and endowment and agency accounts income$504,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000150
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,042,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$559,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000148
YTD Gross Income employee benefit defined benefit$1,000164
YTD Gross Income from other retirement accounts$123,000232
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$517,000165
Foundation and endowment and agency accounts income$249,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000149
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,566,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,881,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000194
YTD Gross Income employee benefit defined benefit$9,000183
YTD Gross Income from other retirement accounts$450,000237
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,752,000175
Foundation and endowment and agency accounts income$909,00076
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$173,000163
YTD Gross income other trust accounts$5,000198
Gross Fiduciary activities income$5,331,000215
YTD fiduciary expense (Dec. only)$3,652,000212
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$57,000114
YTD net fiduciary income (Dec. only)$1,736,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,424,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000168
YTD Gross Income employee benefit defined benefit$17,000151
YTD Gross Income from other retirement accounts$331,000223
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,278,000171
Foundation and endowment and agency accounts income$671,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000161
YTD Gross income other trust accounts$5,000166
Gross Fiduciary activities income$3,986,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$878,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000198
YTD Gross Income employee benefit defined benefit$12,000159
YTD Gross Income from other retirement accounts$217,000243
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$840,000175
Foundation and endowment and agency accounts income$441,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000180
YTD Gross income other trust accounts$5,000169
Gross Fiduciary activities income$2,531,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$464,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000215
YTD Gross Income employee benefit defined benefit$5,000151
YTD Gross Income from other retirement accounts$112,000227
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$436,000169
Foundation and endowment and agency accounts income$223,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000164
YTD Gross income other trust accounts$2,000150
Gross Fiduciary activities income$1,296,000217
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
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,014,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000194
YTD Gross Income employee benefit defined benefit$24,000166
YTD Gross Income from other retirement accounts$423,000240
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,569,000180
Foundation and endowment and agency accounts income$810,00078
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$168,000162
YTD Gross income other trust accounts$11,000182
Gross Fiduciary activities income$5,158,000215
YTD fiduciary expense (Dec. only)$3,763,000200
YTD fiduciary net loss (Dec. only)$45,00073
YTD fiduciary intracompany income (Dec. only)$57,000112
YTD net fiduciary income (Dec. only)$1,407,000209
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,503,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000176
YTD Gross Income employee benefit defined benefit$19,000156
YTD Gross Income from other retirement accounts$313,000228
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,153,000180
Foundation and endowment and agency accounts income$609,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$127,000158
YTD Gross income other trust accounts$11,000159
Gross Fiduciary activities income$3,857,000213
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
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,017,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000196
YTD Gross Income employee benefit defined benefit$11,000163
YTD Gross Income from other retirement accounts$204,000242
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$750,000188
Foundation and endowment and agency accounts income$398,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000160
YTD Gross income other trust accounts$6,000169
Gross Fiduciary activities income$2,532,000216
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
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$610,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000165
YTD Gross Income employee benefit defined benefit$4,000166
YTD Gross Income from other retirement accounts$99,000244
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$361,000190
Foundation and endowment and agency accounts income$201,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000149
YTD Gross income other trust accounts$2,000164
Gross Fiduciary activities income$1,378,000209
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
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,472,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000208
YTD Gross Income employee benefit defined benefit$23,000176
YTD Gross Income from other retirement accounts$385,000248
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,485,000194
Foundation and endowment and agency accounts income$765,00079
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$211,000148
YTD Gross income other trust accounts$14,000191
Gross Fiduciary activities income$5,486,000207
YTD fiduciary expense (Dec. only)$3,432,000210
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$58,000120
YTD net fiduciary income (Dec. only)$2,112,000167
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,855,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000193
YTD Gross Income employee benefit defined benefit$19,000159
YTD Gross Income from other retirement accounts$286,000242
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,129,000190
Foundation and endowment and agency accounts income$569,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,000142
YTD Gross income other trust accounts$10,000171
Gross Fiduciary activities income$4,155,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,360,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000209
YTD Gross Income employee benefit defined benefit$11,000163
YTD Gross Income from other retirement accounts$186,000247
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$738,000191
Foundation and endowment and agency accounts income$372,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000146
YTD Gross income other trust accounts$7,000168
Gross Fiduciary activities income$2,843,000200
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
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$679,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000181
YTD Gross Income employee benefit defined benefit$8,000149
YTD Gross Income from other retirement accounts$94,000246
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$365,000191
Foundation and endowment and agency accounts income$177,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000138
YTD Gross income other trust accounts$2,000167
Gross Fiduciary activities income$1,439,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,495,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000213
YTD Gross Income employee benefit defined benefit$29,000173
YTD Gross Income from other retirement accounts$351,000249
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,362,000193
Foundation and endowment and agency accounts income$610,00085
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$177,000158
YTD Gross income other trust accounts$18,000205
Gross Fiduciary activities income$5,177,000204
YTD fiduciary expense (Dec. only)$3,266,000212
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$67,000128
YTD net fiduciary income (Dec. only)$1,978,000167
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,996,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000187
YTD Gross Income employee benefit defined benefit$25,000152
YTD Gross Income from other retirement accounts$256,000244
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,024,000189
Foundation and endowment and agency accounts income$438,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$125,000153
YTD Gross income other trust accounts$15,000171
Gross Fiduciary activities income$4,003,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,286,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000199
YTD Gross Income employee benefit defined benefit$6,000179
YTD Gross Income from other retirement accounts$172,000244
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$669,000190
Foundation and endowment and agency accounts income$283,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000156
YTD Gross income other trust accounts$8,000166
Gross Fiduciary activities income$2,567,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$499,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000171
YTD Gross Income employee benefit defined benefit$15,000129
YTD Gross Income from other retirement accounts$82,000248
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$387,000173
Foundation and endowment and agency accounts income$44,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000169
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,113,000226
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
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,364,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000225
YTD Gross Income employee benefit defined benefit$19,000193
YTD Gross Income from other retirement accounts$306,000254
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,474,000170
Foundation and endowment and agency accounts income$144,000184
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$210,000149
YTD Gross income other trust accounts$17,000225
Gross Fiduciary activities income$4,657,000209
YTD fiduciary expense (Dec. only)$3,060,000216
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$65,000119
YTD net fiduciary income (Dec. only)$1,662,000171
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,782,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000196
YTD Gross Income employee benefit defined benefit$16,000164
YTD Gross Income from other retirement accounts$229,000240
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,083,000172
Foundation and endowment and agency accounts income$104,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,000143
YTD Gross income other trust accounts$14,000175
Gross Fiduciary activities income$3,495,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,209,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000211
YTD Gross Income employee benefit defined benefit$9,000170
YTD Gross Income from other retirement accounts$152,000244
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$706,000175
Foundation and endowment and agency accounts income$69,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000142
YTD Gross income other trust accounts$11,000171
Gross Fiduciary activities income$2,322,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$519,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000184
YTD Gross Income employee benefit defined benefit$7,000156
YTD Gross Income from other retirement accounts$74,000248
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$341,000179
Foundation and endowment and agency accounts income$34,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000141
YTD Gross income other trust accounts$9,000145
Gross Fiduciary activities income$1,085,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,079,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000232
YTD Gross Income employee benefit defined benefit$19,000197
YTD Gross Income from other retirement accounts$296,000260
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,407,000178
Foundation and endowment and agency accounts income$143,000190
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$225,000152
YTD Gross income other trust accounts$8,000240
Gross Fiduciary activities income$4,299,000222
YTD fiduciary expense (Dec. only)$2,892,000225
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$64,000121
YTD net fiduciary income (Dec. only)$1,471,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,559,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000203
YTD Gross Income employee benefit defined benefit$16,000172
YTD Gross Income from other retirement accounts$220,000249
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,065,000175
Foundation and endowment and agency accounts income$106,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$169,000145
YTD Gross income other trust accounts$5,000191
Gross Fiduciary activities income$3,252,000223
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
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,090,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000215
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$143,000253
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$701,000179
Foundation and endowment and agency accounts income$70,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000148
YTD Gross income other trust accounts$4,000183
Gross Fiduciary activities income$2,192,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$615,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000189
YTD Gross Income employee benefit defined benefit$7,000160
YTD Gross Income from other retirement accounts$69,000259
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$344,000184
Foundation and endowment and agency accounts income$34,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000143
YTD Gross income other trust accounts$2,000177
Gross Fiduciary activities income$1,180,000217
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
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$2,016,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000244
YTD Gross Income employee benefit defined benefit$22,000194
YTD Gross Income from other retirement accounts$235,000293
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,290,000185
Foundation and endowment and agency accounts income$158,000169
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$232,000144
YTD Gross income other trust accounts$20,000204
Gross Fiduciary activities income$4,085,000225
YTD fiduciary expense (Dec. only)$2,774,000225
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$62,000125
YTD net fiduciary income (Dec. only)$1,373,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,495,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000211
YTD Gross Income employee benefit defined benefit$18,000172
YTD Gross Income from other retirement accounts$172,000267
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$965,000184
Foundation and endowment and agency accounts income$117,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000140
YTD Gross income other trust accounts$18,000171
Gross Fiduciary activities income$3,060,000221
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
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,008,000162
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$10,000176
YTD Gross Income from other retirement accounts$109,000270
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$636,000186
Foundation and endowment and agency accounts income$77,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000144
YTD Gross income other trust accounts$13,000168
Gross Fiduciary activities income$2,016,000223
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
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$516,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000194
YTD Gross Income employee benefit defined benefit$6,000173
YTD Gross Income from other retirement accounts$55,000274
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$311,000187
Foundation and endowment and agency accounts income$38,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000147
YTD Gross income other trust accounts$14,000130
Gross Fiduciary activities income$1,040,000223
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
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$1,857,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000244
YTD Gross Income employee benefit defined benefit$19,000204
YTD Gross Income from other retirement accounts$180,000314
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,122,000189
Foundation and endowment and agency accounts income$143,000166
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$203,000151
YTD Gross income other trust accounts$8,000244
Gross Fiduciary activities income$3,634,000230
YTD fiduciary expense (Dec. only)$2,746,000215
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$888,000228
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,377,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000205
YTD Gross Income employee benefit defined benefit$18,000168
YTD Gross Income from other retirement accounts$130,000274
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$842,000183
Foundation and endowment and agency accounts income$94,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$150,000141
YTD Gross income other trust accounts$15,000173
Gross Fiduciary activities income$2,723,000229
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
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$932,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000222
YTD Gross Income employee benefit defined benefit$11,000173
YTD Gross Income from other retirement accounts$88,000276
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$554,000182
Foundation and endowment and agency accounts income$62,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000143
YTD Gross income other trust accounts$9,000174
Gross Fiduciary activities income$1,805,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$440,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000195
YTD Gross Income employee benefit defined benefit$7,000159
YTD Gross Income from other retirement accounts$42,000277
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$273,000185
Foundation and endowment and agency accounts income$35,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000146
YTD Gross income other trust accounts$4,000161
Gross Fiduciary activities income$894,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,933,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000252
YTD Gross Income employee benefit defined benefit$20,000201
YTD Gross Income from other retirement accounts$161,000309
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,020,000190
Foundation and endowment and agency accounts income$136,000161
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$212,000143
YTD Gross income other trust accounts$18,000217
Gross Fiduciary activities income$3,593,000217
YTD fiduciary expense (Dec. only)$2,473,000221
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,120,000187
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,436,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000209
YTD Gross Income employee benefit defined benefit$17,000172
YTD Gross Income from other retirement accounts$121,000274
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$755,000187
Foundation and endowment and agency accounts income$104,000151
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$160,000137
YTD Gross income other trust accounts$12,000171
Gross Fiduciary activities income$2,691,000217
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
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$889,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000222
YTD Gross Income employee benefit defined benefit$10,000177
YTD Gross Income from other retirement accounts$81,000276
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$497,000188
Foundation and endowment and agency accounts income$69,000152
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000137
YTD Gross income other trust accounts$8,000169
Gross Fiduciary activities income$1,711,000222
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
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$424,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000262
YTD Gross Income employee benefit defined benefit$7,000161
YTD Gross Income from other retirement accounts$39,000274
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$245,000187
Foundation and endowment and agency accounts income$34,000152
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000140
YTD Gross income other trust accounts$3,000163
Gross Fiduciary activities income$812,000232
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
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,828,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000267
YTD Gross Income employee benefit defined benefit$20,000200
YTD Gross Income from other retirement accounts$151,000308
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$963,000184
Foundation and endowment and agency accounts income$133,000156
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$237,000128
YTD Gross income other trust accounts$16,000230
Gross Fiduciary activities income$3,433,000183
YTD fiduciary expense (Dec. only)$2,390,000216
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,043,000190
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,394,000148
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$17,000180
YTD Gross Income from other retirement accounts$114,000277
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$722,000186
Foundation and endowment and agency accounts income$101,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,000127
YTD Gross income other trust accounts$12,000177
Gross Fiduciary activities income$2,623,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$955,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000239
YTD Gross Income employee benefit defined benefit$10,000181
YTD Gross Income from other retirement accounts$75,000280
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$479,000189
Foundation and endowment and agency accounts income$68,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000124
YTD Gross income other trust accounts$8,000181
Gross Fiduciary activities income$1,767,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$463,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000201
YTD Gross Income employee benefit defined benefit$7,000166
YTD Gross Income from other retirement accounts$37,000279
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$237,000188
Foundation and endowment and agency accounts income$33,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000117
YTD Gross income other trust accounts$10,000146
Gross Fiduciary activities income$892,000187
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
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,763,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000276
YTD Gross Income employee benefit defined benefit$18,000206
YTD Gross Income from other retirement accounts$147,000308
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$911,000185
Foundation and endowment and agency accounts income$124,000155
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$265,000124
YTD Gross income other trust accounts$36,000202
Gross Fiduciary activities income$3,342,000186
YTD fiduciary expense (Dec. only)$2,418,000213
YTD fiduciary net loss (Dec. only)$2,000169
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$922,000199
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,326,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000221
YTD Gross Income employee benefit defined benefit$15,000181
YTD Gross Income from other retirement accounts$111,000262
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$681,000181
Foundation and endowment and agency accounts income$92,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,000127
YTD Gross income other trust accounts$30,000154
Gross Fiduciary activities income$2,515,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$887,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000234
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$75,000260
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$453,000184
Foundation and endowment and agency accounts income$62,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000133
YTD Gross income other trust accounts$17,000163
Gross Fiduciary activities income$1,666,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
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$408,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000207
YTD Gross Income employee benefit defined benefit$6,000170
YTD Gross Income from other retirement accounts$36,000262
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$230,000185
Foundation and endowment and agency accounts income$30,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000136
YTD Gross income other trust accounts$5,000170
Gross Fiduciary activities income$808,000194
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
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,632,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000278
YTD Gross Income employee benefit defined benefit$15,000215
YTD Gross Income from other retirement accounts$131,000309
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$856,000186
Foundation and endowment and agency accounts income$117,000140
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$227,000140
YTD Gross income other trust accounts$19,000247
Gross Fiduciary activities income$3,067,000193
YTD fiduciary expense (Dec. only)$2,398,000209
YTD fiduciary net loss (Dec. only)$11,000140
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$658,000242
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,144,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000221
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$97,000263
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$166,000144
YTD Gross income other trust accounts$14,000186
Gross Fiduciary activities income$2,212,000200
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
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$748,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000240
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$58,000268
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$140,000135
YTD Gross income other trust accounts$8,000196
Gross Fiduciary activities income$1,458,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$360,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000220
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$28,000271
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$54,000146
YTD Gross income other trust accounts$1,000198
Gross Fiduciary activities income$708,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,269,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,507,000201
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
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$1,684,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$883,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,324,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,490,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,621,000214
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
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$804,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,952,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,155,000219
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
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$1,418,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$692,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,597,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,918,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,257,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$626,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,406,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,735,000235
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
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$1,117,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$502,000264
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
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,355,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
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$1,690,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,103,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$533,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,282,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,481,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,629,000247
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
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$2,524,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,220,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,079,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,744,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,654,000417
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,595,000419
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,518,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,456,000448
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA