Home > Bank of the West > Gross Fiduciary and Related Services Income

Bank of the West, Gross Fiduciary and Related Services Income

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$12,898,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,000140
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$2,733,00080
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$11,225,00060
Foundation and endowment and agency accounts income$1,472,00062
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$266,000129
YTD Gross income other trust accounts$1,000201
Gross Fiduciary activities income$28,969,00081
YTD fiduciary expense (Dec. only)$28,615,00059
YTD fiduciary net loss (Dec. only)$284,00031
YTD fiduciary intracompany income (Dec. only)$2,223,00030
YTD net fiduciary income (Dec. only)$2,293,000197
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,608,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$278,000134
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$2,029,00077
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$8,220,00060
Foundation and endowment and agency accounts income$1,018,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$204,000117
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$21,357,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$6,349,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000140
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,329,00078
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$5,275,00060
Foundation and endowment and agency accounts income$661,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000112
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$13,961,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$3,148,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000138
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$644,00080
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$2,527,00060
Foundation and endowment and agency accounts income$327,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000154
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$6,780,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,828,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$323,000144
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,346,00079
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$9,354,00063
Foundation and endowment and agency accounts income$1,252,00062
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$265,000125
YTD Gross income other trust accounts$2,000214
Gross Fiduciary activities income$26,370,00079
YTD fiduciary expense (Dec. only)$27,938,00060
YTD fiduciary net loss (Dec. only)$87,00060
YTD fiduciary intracompany income (Dec. only)$2,184,00032
YTD net fiduciary income (Dec. only)$529,000323
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,342,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$245,000137
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,754,00079
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$7,051,00063
Foundation and endowment and agency accounts income$824,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$224,000112
YTD Gross income other trust accounts$2,000175
Gross Fiduciary activities income$19,442,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,990,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$160,000146
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$1,142,00078
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$4,642,00063
Foundation and endowment and agency accounts income$520,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$193,000106
YTD Gross income other trust accounts$2,000183
Gross Fiduciary activities income$12,649,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$3,102,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000135
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$568,00080
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$2,275,00063
Foundation and endowment and agency accounts income$263,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000172
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$6,328,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$11,817,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$337,000145
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$2,081,00077
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$8,240,00063
Foundation and endowment and agency accounts income$1,061,00064
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$357,000106
YTD Gross income other trust accounts$6,000194
Gross Fiduciary activities income$23,899,00083
YTD fiduciary expense (Dec. only)$24,865,00063
YTD fiduciary net loss (Dec. only)$288,00032
YTD fiduciary intracompany income (Dec. only)$1,944,00034
YTD net fiduciary income (Dec. only)$690,000288
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$8,611,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000143
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$1,544,00079
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$6,171,00064
Foundation and endowment and agency accounts income$799,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$306,000101
YTD Gross income other trust accounts$6,000170
Gross Fiduciary activities income$17,693,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,780,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000146
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$997,00080
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$4,042,00064
Foundation and endowment and agency accounts income$533,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000171
YTD Gross income other trust accounts$3,000184
Gross Fiduciary activities income$11,597,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,982,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$82,000145
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$476,00084
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,938,00065
Foundation and endowment and agency accounts income$264,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000156
YTD Gross income other trust accounts$2,000164
Gross Fiduciary activities income$5,788,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,267,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$438,000140
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$2,024,00078
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$8,679,00065
Foundation and endowment and agency accounts income$1,109,00063
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$698,00080
YTD Gross income other trust accounts$57,000153
Gross Fiduciary activities income$25,272,00075
YTD fiduciary expense (Dec. only)$22,107,00065
YTD fiduciary net loss (Dec. only)$156,00042
YTD fiduciary intracompany income (Dec. only)$2,436,00033
YTD net fiduciary income (Dec. only)$5,445,000100
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,237,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$332,000141
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,512,00077
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$6,523,00064
Foundation and endowment and agency accounts income$825,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$426,00086
YTD Gross income other trust accounts$57,000134
Gross Fiduciary activities income$18,912,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$6,075,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000148
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$997,00074
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$4,409,00065
Foundation and endowment and agency accounts income$545,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$356,00082
YTD Gross income other trust accounts$57,000119
Gross Fiduciary activities income$12,654,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,123,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000145
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$505,00074
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,224,00063
Foundation and endowment and agency accounts income$268,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000107
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,317,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,626,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000151
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$1,912,00074
YTD Gross Income corporate trust and agency$2,000166
Investment management and investment advisory agency accounts income$8,206,00065
Foundation and endowment and agency accounts income$1,088,00061
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$433,00092
YTD Gross income other trust accounts$16,000210
Gross Fiduciary activities income$24,645,00073
YTD fiduciary expense (Dec. only)$22,505,00064
YTD fiduciary net loss (Dec. only)$294,00031
YTD fiduciary intracompany income (Dec. only)$3,566,00025
YTD net fiduciary income (Dec. only)$5,412,00093
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,479,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$266,000146
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$1,458,00073
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$6,212,00063
Foundation and endowment and agency accounts income$808,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$254,000104
YTD Gross income other trust accounts$16,000169
Gross Fiduciary activities income$18,494,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$6,292,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000147
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$986,00072
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$4,158,00063
Foundation and endowment and agency accounts income$542,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000128
YTD Gross income other trust accounts$15,000153
Gross Fiduciary activities income$12,283,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,188,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000148
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$492,00071
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$2,039,00062
Foundation and endowment and agency accounts income$274,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000116
YTD Gross income other trust accounts$2,000167
Gross Fiduciary activities income$6,150,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$11,155,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000162
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$1,720,00073
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$7,593,00066
Foundation and endowment and agency accounts income$1,107,00060
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$305,000113
YTD Gross income other trust accounts$2,000274
Gross Fiduciary activities income$22,188,00073
YTD fiduciary expense (Dec. only)$25,612,00059
YTD fiduciary net loss (Dec. only)$23,00099
YTD fiduciary intracompany income (Dec. only)$3,631,00023
YTD net fiduciary income (Dec. only)$184,000442
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$8,465,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$229,000158
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,251,00074
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$5,571,00066
Foundation and endowment and agency accounts income$823,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$231,000111
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$16,571,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,500,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000156
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$841,00073
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$3,748,00067
Foundation and endowment and agency accounts income$535,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,000111
YTD Gross income other trust accounts$1,000199
Gross Fiduciary activities income$10,928,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,817,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000160
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$403,00077
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,775,00069
Foundation and endowment and agency accounts income$244,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000114
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$5,384,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$11,073,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$337,000159
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$1,625,00074
YTD Gross Income corporate trust and agency$1,000185
Investment management and investment advisory agency accounts income$6,953,00067
Foundation and endowment and agency accounts income$1,028,00058
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$350,000108
YTD Gross income other trust accounts$7,000244
Gross Fiduciary activities income$21,374,00077
YTD fiduciary expense (Dec. only)$27,783,00055
YTD fiduciary net loss (Dec. only)$397,00024
YTD fiduciary intracompany income (Dec. only)$4,077,00021
YTD net fiduciary income (Dec. only)$-2,729,000576
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$8,482,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$251,000155
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,207,00075
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,194,00066
Foundation and endowment and agency accounts income$712,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$275,000102
YTD Gross income other trust accounts$7,000183
Gross Fiduciary activities income$16,128,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,523,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000155
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$851,00074
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,461,00068
Foundation and endowment and agency accounts income$485,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$196,000106
YTD Gross income other trust accounts$6,000176
Gross Fiduciary activities income$10,698,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,754,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000152
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$428,00073
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$1,689,00068
Foundation and endowment and agency accounts income$237,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000112
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$5,294,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,191,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$343,000157
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$1,530,00074
YTD Gross Income corporate trust and agency$1,000188
Investment management and investment advisory agency accounts income$5,780,00068
Foundation and endowment and agency accounts income$833,00063
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$421,00099
YTD Gross income other trust accounts$8,000242
Gross Fiduciary activities income$21,107,00076
YTD fiduciary expense (Dec. only)$24,330,00063
YTD fiduciary net loss (Dec. only)$91,00050
YTD fiduciary intracompany income (Dec. only)$3,035,00027
YTD net fiduciary income (Dec. only)$-279,0006,491
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,173,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$261,000151
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$1,108,00076
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$4,210,00068
Foundation and endowment and agency accounts income$624,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$331,00099
YTD Gross income other trust accounts$5,000201
Gross Fiduciary activities income$15,712,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,983,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000151
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$749,00075
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,844,00067
Foundation and endowment and agency accounts income$413,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$228,00099
YTD Gross income other trust accounts$1,000201
Gross Fiduciary activities income$10,403,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,961,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000150
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$371,00079
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$1,375,00068
Foundation and endowment and agency accounts income$199,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000102
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$5,098,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$12,249,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$310,000163
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$1,372,00074
YTD Gross Income corporate trust and agency$1,000183
Investment management and investment advisory agency accounts income$5,159,00066
Foundation and endowment and agency accounts income$769,00060
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$450,000100
YTD Gross income other trust accounts$3,000271
Gross Fiduciary activities income$20,313,00074
YTD fiduciary expense (Dec. only)$24,278,00062
YTD fiduciary net loss (Dec. only)$95,00056
YTD fiduciary intracompany income (Dec. only)$2,669,00031
YTD net fiduciary income (Dec. only)$-1,391,0006,810
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,051,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,000163
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,005,00073
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,778,00064
Foundation and endowment and agency accounts income$558,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$337,00096
YTD Gross income other trust accounts$3,000193
Gross Fiduciary activities income$14,956,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,971,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000165
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$662,00072
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$2,491,00064
Foundation and endowment and agency accounts income$348,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$230,00093
YTD Gross income other trust accounts$305,00064
Gross Fiduciary activities income$10,150,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,934,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000170
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$329,00073
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,177,00069
Foundation and endowment and agency accounts income$167,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,00094
YTD Gross income other trust accounts$154,00056
Gross Fiduciary activities income$4,937,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,242,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$301,000166
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$1,260,00071
YTD Gross Income corporate trust and agency$1,000190
Investment management and investment advisory agency accounts income$4,254,00070
Foundation and endowment and agency accounts income$688,00060
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$535,00089
YTD Gross income other trust accounts$199,00091
Gross Fiduciary activities income$19,480,00072
YTD fiduciary expense (Dec. only)$25,077,00059
YTD fiduciary net loss (Dec. only)$-9,0007,082
YTD fiduciary intracompany income (Dec. only)$1,056,00040
YTD net fiduciary income (Dec. only)$-4,532,0007,081
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$9,392,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,000164
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$935,00070
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,116,00069
Foundation and endowment and agency accounts income$526,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$440,00083
YTD Gross income other trust accounts$49,000128
Gross Fiduciary activities income$14,682,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$5,896,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000166
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$620,00071
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,032,00068
Foundation and endowment and agency accounts income$340,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$310,00082
YTD Gross income other trust accounts$291,00058
Gross Fiduciary activities income$9,637,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$2,948,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000160
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$306,00070
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$999,00069
Foundation and endowment and agency accounts income$170,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$173,00073
YTD Gross income other trust accounts$146,00052
Gross Fiduciary activities income$4,819,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,613,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000169
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$1,186,00067
YTD Gross Income corporate trust and agency$1,000207
Investment management and investment advisory agency accounts income$3,322,00070
Foundation and endowment and agency accounts income$669,00057
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$622,00082
YTD Gross income other trust accounts$1,000288
Gross Fiduciary activities income$18,685,00061
YTD fiduciary expense (Dec. only)$23,324,00055
YTD fiduciary net loss (Dec. only)$134,00041
YTD fiduciary intracompany income (Dec. only)$1,078,00043
YTD net fiduciary income (Dec. only)$-3,695,0007,355
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,666,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000176
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$894,00068
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,422,00073
Foundation and endowment and agency accounts income$453,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$499,00078
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$14,111,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$6,215,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000180
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$588,00069
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,576,00075
Foundation and endowment and agency accounts income$295,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$328,00080
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$9,121,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,019,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000179
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$290,00069
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$761,00078
Foundation and endowment and agency accounts income$133,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$194,00070
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$4,459,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$12,710,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$238,000180
YTD Gross Income employee benefit defined benefit$5,000252
YTD Gross Income from other retirement accounts$1,098,00067
YTD Gross Income corporate trust and agency$1,000214
Investment management and investment advisory agency accounts income$2,380,00096
Foundation and endowment and agency accounts income$532,00057
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$684,00079
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$17,648,00062
YTD fiduciary expense (Dec. only)$21,576,00061
YTD fiduciary net loss (Dec. only)$257,00035
YTD fiduciary intracompany income (Dec. only)$1,046,00041
YTD net fiduciary income (Dec. only)$-3,139,0007,652
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$9,632,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000173
YTD Gross Income employee benefit defined benefit$4,000214
YTD Gross Income from other retirement accounts$825,00068
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,642,00098
Foundation and endowment and agency accounts income$350,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$517,00078
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$13,146,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$6,245,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000180
YTD Gross Income employee benefit defined benefit$3,000211
YTD Gross Income from other retirement accounts$512,00071
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,046,000106
Foundation and endowment and agency accounts income$229,00064
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$348,00078
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,494,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$3,094,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000174
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$260,00068
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$514,000104
Foundation and endowment and agency accounts income$109,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,00075
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$4,227,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$10,981,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$238,000175
YTD Gross Income employee benefit defined benefit$7,000240
YTD Gross Income from other retirement accounts$900,00074
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,027,00098
Foundation and endowment and agency accounts income$565,00049
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$917,00073
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$15,635,00067
YTD fiduciary expense (Dec. only)$17,736,00065
YTD fiduciary net loss (Dec. only)$344,00029
YTD fiduciary intracompany income (Dec. only)$933,00041
YTD net fiduciary income (Dec. only)$-1,512,0007,994
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,497,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000182
YTD Gross Income employee benefit defined benefit$5,000199
YTD Gross Income from other retirement accounts$669,00075
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$749,00074
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$11,607,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$5,279,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000185
YTD Gross Income employee benefit defined benefit$3,000201
YTD Gross Income from other retirement accounts$439,00072
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$514,00078
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$7,425,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$2,541,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000154
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$235,00066
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$252,00074
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$3,646,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$17,384,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,426,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,824,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,218,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$18,762,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,240,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,634,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,867,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$18,589,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,764,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,346,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,610,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$19,659,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,993,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,220,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,505,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,134,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,428,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,540,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,114,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$12,151,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,232,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,175,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,783,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,161,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$114,000970
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,887,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,461,000243
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
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$648,000556
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,622,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,443,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,196,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,037,000363
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,733,000408
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,823,000403
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA