Home > Cape Ann Savings Bank > Gross Fiduciary and Related Services Income

Cape Ann Savings Bank, 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$893,000319
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$558,000235
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$794,000344
Foundation and endowment and agency accounts income$174,000215
YTD Gross income other trust and agency accounts$25,00062
YTD Gross income custody and safekeeping agency accounts$17,000350
YTD Gross income other trust accounts$130,000115
Gross Fiduciary activities income$2,591,000358
YTD fiduciary expense (Dec. only)$2,378,000306
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$213,000403
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$538,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$404,000219
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$673,000297
Foundation and endowment and agency accounts income$129,000192
YTD Gross income other trust and agency accounts$25,00053
YTD Gross income custody and safekeeping agency accounts$13,000302
YTD Gross income other trust accounts$125,000102
Gross Fiduciary activities income$1,907,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$350,000349
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$263,000240
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$434,000327
Foundation and endowment and agency accounts income$84,000209
YTD Gross income other trust and agency accounts$25,00043
YTD Gross income custody and safekeeping agency accounts$9,000334
YTD Gross income other trust accounts$122,000100
Gross Fiduciary activities income$1,287,000353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$169,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$131,000228
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$211,000263
Foundation and endowment and agency accounts income$43,000193
YTD Gross income other trust and agency accounts$25,00034
YTD Gross income custody and safekeeping agency accounts$5,000298
YTD Gross income other trust accounts$7,000128
Gross Fiduciary activities income$591,000376
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$777,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$566,000243
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$926,000287
Foundation and endowment and agency accounts income$154,000231
YTD Gross income other trust and agency accounts$48,00058
YTD Gross income custody and safekeeping agency accounts$25,000335
YTD Gross income other trust accounts$87,000138
Gross Fiduciary activities income$2,583,000371
YTD fiduciary expense (Dec. only)$2,328,000314
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$255,000421
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$599,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$419,000232
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$721,000258
Foundation and endowment and agency accounts income$115,000207
YTD Gross income other trust and agency accounts$18,00067
YTD Gross income custody and safekeeping agency accounts$20,000295
YTD Gross income other trust accounts$83,000111
Gross Fiduciary activities income$1,975,000365
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$380,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$284,000232
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$508,000251
Foundation and endowment and agency accounts income$76,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000302
YTD Gross income other trust accounts$80,00098
Gross Fiduciary activities income$1,343,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$191,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$146,000217
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$261,000231
Foundation and endowment and agency accounts income$42,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000262
YTD Gross income other trust accounts$3,000131
Gross Fiduciary activities income$651,000329
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$859,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$614,000226
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,062,000248
Foundation and endowment and agency accounts income$154,000215
YTD Gross income other trust and agency accounts$24,00067
YTD Gross income custody and safekeeping agency accounts$21,000318
YTD Gross income other trust accounts$81,000121
Gross Fiduciary activities income$2,815,000314
YTD fiduciary expense (Dec. only)$2,299,000273
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$516,000358
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$602,000270
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$448,000216
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$792,000229
Foundation and endowment and agency accounts income$116,000196
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000272
YTD Gross income other trust accounts$77,000106
Gross Fiduciary activities income$2,052,000316
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
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$395,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$291,000228
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$519,000247
Foundation and endowment and agency accounts income$76,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000306
YTD Gross income other trust accounts$76,000102
Gross Fiduciary activities income$1,369,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$191,000269
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$142,000221
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$252,000232
Foundation and endowment and agency accounts income$39,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000269
YTD Gross income other trust accounts$2,000144
Gross Fiduciary activities income$632,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$768,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$515,000229
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$965,000246
Foundation and endowment and agency accounts income$130,000210
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$26,000305
YTD Gross income other trust accounts$82,000136
Gross Fiduciary activities income$2,486,000308
YTD fiduciary expense (Dec. only)$2,065,000279
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$421,000332
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$537,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$370,000217
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$705,000225
Foundation and endowment and agency accounts income$96,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000265
YTD Gross income other trust accounts$78,000114
Gross Fiduciary activities income$1,806,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$339,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$242,000233
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$470,000242
Foundation and endowment and agency accounts income$63,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000300
YTD Gross income other trust accounts$76,000107
Gross Fiduciary activities income$1,202,000313
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$171,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$120,000222
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$245,000221
Foundation and endowment and agency accounts income$35,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000268
YTD Gross income other trust accounts$1,000157
Gross Fiduciary activities income$579,000319
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
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$768,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$501,000220
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$953,000239
Foundation and endowment and agency accounts income$109,000210
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$29,000297
YTD Gross income other trust accounts$30,000159
Gross Fiduciary activities income$2,390,000311
YTD fiduciary expense (Dec. only)$1,890,000290
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$500,000313
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$587,000269
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$378,000211
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$670,000232
Foundation and endowment and agency accounts income$78,000202
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000270
YTD Gross income other trust accounts$30,000144
Gross Fiduciary activities income$1,766,000314
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$410,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$252,000215
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$436,000247
Foundation and endowment and agency accounts income$52,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000287
YTD Gross income other trust accounts$30,000143
Gross Fiduciary activities income$1,196,000318
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$209,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$111,000233
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$215,000245
Foundation and endowment and agency accounts income$27,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000286
YTD Gross income other trust accounts$2,000164
Gross Fiduciary activities income$572,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$963,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0365
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$461,000219
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$870,000251
Foundation and endowment and agency accounts income$97,000228
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$35,000317
YTD Gross income other trust accounts$82,000134
Gross Fiduciary activities income$2,508,000310
YTD fiduciary expense (Dec. only)$1,814,000296
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$694,000305
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$740,000268
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$342,000221
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$642,000246
Foundation and endowment and agency accounts income$74,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000288
YTD Gross income other trust accounts$81,000119
Gross Fiduciary activities income$1,906,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$436,000279
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$226,000222
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$463,000243
Foundation and endowment and agency accounts income$49,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000288
YTD Gross income other trust accounts$80,000107
Gross Fiduciary activities income$1,272,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$207,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$113,000226
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$219,000247
Foundation and endowment and agency accounts income$27,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000276
YTD Gross income other trust accounts$2,000167
Gross Fiduciary activities income$577,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$719,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000380
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$426,000224
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$827,000254
Foundation and endowment and agency accounts income$89,000231
YTD Gross income other trust and agency accounts$126,00050
YTD Gross income custody and safekeeping agency accounts$34,000335
YTD Gross income other trust accounts$3,000265
Gross Fiduciary activities income$2,228,000322
YTD fiduciary expense (Dec. only)$1,725,000306
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$503,000343
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$520,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000317
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$304,000223
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$621,000249
Foundation and endowment and agency accounts income$67,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000280
YTD Gross income other trust accounts$84,000120
Gross Fiduciary activities income$1,625,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$344,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$204,000220
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$410,000247
Foundation and endowment and agency accounts income$45,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000284
YTD Gross income other trust accounts$9,000164
Gross Fiduciary activities income$1,028,000337
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$169,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$97,000227
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$201,000247
Foundation and endowment and agency accounts income$23,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000287
YTD Gross income other trust accounts$5,000152
Gross Fiduciary activities income$503,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$753,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0406
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$364,000229
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$647,000279
Foundation and endowment and agency accounts income$81,000232
YTD Gross income other trust and agency accounts$50,00076
YTD Gross income custody and safekeeping agency accounts$30,000353
YTD Gross income other trust accounts$29,000202
Gross Fiduciary activities income$1,954,000344
YTD fiduciary expense (Dec. only)$1,709,000305
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$245,000415
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$0397
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$513,000112
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$262,000226
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$564,000246
Foundation and endowment and agency accounts income$61,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000295
YTD Gross income other trust accounts$29,000158
Gross Fiduciary activities income$1,500,000339
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$335,000300
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$173,000231
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$368,000248
Foundation and endowment and agency accounts income$40,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000294
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,008,000334
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$166,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$84,000233
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$187,000244
Foundation and endowment and agency accounts income$20,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000289
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$468,000344
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$705,000330
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0424
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$341,000240
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$767,000254
Foundation and endowment and agency accounts income$85,000233
YTD Gross income other trust and agency accounts$18,000112
YTD Gross income custody and safekeeping agency accounts$36,000341
YTD Gross income other trust accounts$31,000182
Gross Fiduciary activities income$1,983,000337
YTD fiduciary expense (Dec. only)$1,623,000317
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$360,000379
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$521,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0327
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$249,000238
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$580,000244
Foundation and endowment and agency accounts income$63,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000287
YTD Gross income other trust accounts$30,000149
Gross Fiduciary activities income$1,490,000335
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$348,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$163,000243
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$392,000241
Foundation and endowment and agency accounts income$43,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000278
YTD Gross income other trust accounts$26,000144
Gross Fiduciary activities income$1,011,000333
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$178,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$81,000242
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$189,000242
Foundation and endowment and agency accounts income$21,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000242
YTD Gross income other trust accounts$6,000156
Gross Fiduciary activities income$491,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$834,000300
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0427
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$319,000247
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$861,000235
Foundation and endowment and agency accounts income$78,000234
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$18,000404
YTD Gross income other trust accounts$33,000185
Gross Fiduciary activities income$2,143,000326
YTD fiduciary expense (Dec. only)$1,491,000321
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$652,000301
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$626,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$228,000240
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$584,000239
Foundation and endowment and agency accounts income$57,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000330
YTD Gross income other trust accounts$31,000159
Gross Fiduciary activities income$1,538,000332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$433,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$152,000238
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$387,000240
Foundation and endowment and agency accounts income$38,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000328
YTD Gross income other trust accounts$29,000136
Gross Fiduciary activities income$1,047,000326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$191,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$74,000246
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$189,000237
Foundation and endowment and agency accounts income$19,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000327
YTD Gross income other trust accounts$2,000177
Gross Fiduciary activities income$478,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$719,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0437
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$309,000237
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$700,000251
Foundation and endowment and agency accounts income$77,000222
YTD Gross income other trust and agency accounts$119,00049
YTD Gross income custody and safekeeping agency accounts$12,000417
YTD Gross income other trust accounts$31,000188
Gross Fiduciary activities income$1,967,000324
YTD fiduciary expense (Dec. only)$1,440,000325
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$527,000311
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$531,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$226,000227
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$523,000235
Foundation and endowment and agency accounts income$53,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000321
YTD Gross income other trust accounts$31,000147
Gross Fiduciary activities income$1,439,000326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$315,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$152,000225
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$383,000223
Foundation and endowment and agency accounts income$35,000196
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000326
YTD Gross income other trust accounts$30,000140
Gross Fiduciary activities income$972,000325
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$175,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$79,000224
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$172,000234
Foundation and endowment and agency accounts income$17,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000332
YTD Gross income other trust accounts$24,000111
Gross Fiduciary activities income$490,000322
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$789,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0425
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$286,000228
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$601,000249
Foundation and endowment and agency accounts income$47,000248
YTD Gross income other trust and agency accounts$26,00098
YTD Gross income custody and safekeeping agency accounts$11,000406
YTD Gross income other trust accounts$29,000195
Gross Fiduciary activities income$1,789,000330
YTD fiduciary expense (Dec. only)$1,462,000310
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$327,000356
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$585,000257
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000299
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$203,000223
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$434,000239
Foundation and endowment and agency accounts income$31,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000314
YTD Gross income other trust accounts$51,000126
Gross Fiduciary activities income$1,315,000329
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$558,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000300
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$136,000221
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$124,000289
Foundation and endowment and agency accounts income$15,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000317
YTD Gross income other trust accounts$48,000120
Gross Fiduciary activities income$888,000326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$205,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$68,000219
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$129,000245
Foundation and endowment and agency accounts income$15,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000307
YTD Gross income other trust accounts$22,000110
Gross Fiduciary activities income$445,000328
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,172,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000391
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$291,000214
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$222,000366
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$13,000393
YTD Gross income other trust accounts$27,000203
Gross Fiduciary activities income$1,736,000293
YTD fiduciary expense (Dec. only)$1,424,000311
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$311,000355
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$869,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000299
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$217,000207
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$161,000292
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000305
YTD Gross income other trust accounts$25,000160
Gross Fiduciary activities income$1,290,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$589,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000301
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$143,000209
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$114,000296
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000305
YTD Gross income other trust accounts$25,000149
Gross Fiduciary activities income$883,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$278,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000290
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$66,000223
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$74,000293
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000310
YTD Gross income other trust accounts$22,000123
Gross Fiduciary activities income$449,000288
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$830,000255
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000356
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$242,000232
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$467,000264
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$11,000416
YTD Gross income other trust accounts$21,000236
Gross Fiduciary activities income$1,597,000306
YTD fiduciary expense (Dec. only)$1,361,000316
YTD fiduciary net loss (Dec. only)$12,000111
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$224,000386
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$615,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000276
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$172,000215
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$348,000233
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000314
YTD Gross income other trust accounts$20,000168
Gross Fiduciary activities income$1,184,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$402,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000179
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$12,000331
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$228,000240
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000316
YTD Gross income other trust accounts$20,000158
Gross Fiduciary activities income$783,000310
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$202,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000180
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$6,000332
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$116,000239
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000308
YTD Gross income other trust accounts$18,000134
Gross Fiduciary activities income$402,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$932,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000373
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$189,000248
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$180,000359
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$20,000389
YTD Gross income other trust accounts$20,000243
Gross Fiduciary activities income$1,361,000322
YTD fiduciary expense (Dec. only)$1,351,000303
YTD fiduciary net loss (Dec. only)$5,000166
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$5,000470
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$682,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000287
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$131,000237
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$18,000284
YTD Gross income other trust accounts$20,000182
Gross Fiduciary activities income$1,002,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$472,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000293
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$80,000240
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$12,000295
YTD Gross income other trust accounts$20,000174
Gross Fiduciary activities income$671,000326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$231,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000287
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$39,000241
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$7,000284
YTD Gross income other trust accounts$15,000151
Gross Fiduciary activities income$329,000318
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,340,000347
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,009,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$685,000353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$332,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,447,000334
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,088,000328
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$692,000343
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$346,000346
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,304,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$933,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$628,000358
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$307,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,305,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$883,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$569,000366
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$279,000371
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,237,000334
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$882,000356
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$581,000356
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$287,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$115,00089
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,146,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$887,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$563,000372
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$265,000389
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,132,000383
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,132,000393
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$965,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$878,000490
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$820,000507
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$667,000571
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$564,000669
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$507,000736
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$430,000786
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$466,000791
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$532,000740
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA