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Capital City Bank, Gross Fiduciary and Related Services Income

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$746,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000167
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$218,000172
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$548,000165
Foundation and endowment and agency accounts income$63,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000233
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,640,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
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$3,221,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$195,000180
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$731,000202
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,085,000169
Foundation and endowment and agency accounts income$509,000121
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$58,000263
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$6,799,000205
YTD fiduciary expense (Dec. only)$3,563,000218
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$221,00082
YTD net fiduciary income (Dec. only)$3,457,000149
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$2,314,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$154,000164
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$563,000190
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,596,000165
Foundation and endowment and agency accounts income$337,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000230
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,008,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,598,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000180
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$364,000200
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,069,000164
Foundation and endowment and agency accounts income$144,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000256
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,301,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$746,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000166
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$176,000199
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$512,000168
Foundation and endowment and agency accounts income$91,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000237
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,591,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,277,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000181
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$529,000224
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,915,000165
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$66,000252
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$5,972,000202
YTD fiduciary expense (Dec. only)$3,232,000228
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$220,00081
YTD net fiduciary income (Dec. only)$2,960,000143
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$2,275,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000172
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$380,000213
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,224,000175
Foundation and endowment and agency accounts income$253,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000229
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,311,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,477,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000186
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$244,000231
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$775,000183
Foundation and endowment and agency accounts income$167,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000246
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,780,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$756,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000177
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$107,000231
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$358,000184
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000234
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,274,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,831,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000186
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$490,000223
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,837,000166
Foundation and endowment and agency accounts income$370,000128
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$73,000240
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$5,762,000207
YTD fiduciary expense (Dec. only)$2,899,000240
YTD fiduciary net loss (Dec. only)$5,000122
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,858,000142
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$2,106,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000178
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$352,000220
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,328,000166
Foundation and endowment and agency accounts income$285,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000223
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,244,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,372,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000188
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$232,000230
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$871,000169
Foundation and endowment and agency accounts income$202,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000231
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,790,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$692,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000190
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$118,000222
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$425,000171
Foundation and endowment and agency accounts income$97,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000237
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,386,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,633,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000207
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$414,000236
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,652,000181
Foundation and endowment and agency accounts income$419,000118
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$59,000277
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,309,000212
YTD fiduciary expense (Dec. only)$2,718,000241
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$2,591,000155
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,980,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000205
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$333,000224
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,173,000186
Foundation and endowment and agency accounts income$235,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000198
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,903,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,286,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000210
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$212,000235
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$793,000185
Foundation and endowment and agency accounts income$204,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000286
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,578,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$625,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000217
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$105,000236
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$385,000185
Foundation and endowment and agency accounts income$86,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000242
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,250,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,606,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000220
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$394,000235
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,780,000160
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$139,000178
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$5,044,000208
YTD fiduciary expense (Dec. only)$2,702,000243
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$2,342,000150
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,889,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000206
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$292,000231
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,265,000166
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000180
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,631,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,169,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000203
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$188,000232
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$742,000177
Foundation and endowment and agency accounts income$171,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000224
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,369,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$573,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000202
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$92,000234
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$349,000180
Foundation and endowment and agency accounts income$81,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000223
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,144,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,209,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000236
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$380,000218
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,452,000172
Foundation and endowment and agency accounts income$310,000121
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$72,000254
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$4,528,000214
YTD fiduciary expense (Dec. only)$2,300,000259
YTD fiduciary net loss (Dec. only)$13,000109
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,215,000149
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,664,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000216
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$279,000216
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,048,000176
Foundation and endowment and agency accounts income$229,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000243
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$3,342,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,084,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000217
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$185,000221
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$687,000178
Foundation and endowment and agency accounts income$151,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000248
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,187,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$576,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000215
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$97,000219
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$384,000166
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000184
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,110,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,074,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000238
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$419,000207
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,454,000174
Foundation and endowment and agency accounts income$328,000116
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$72,000264
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$4,461,000220
YTD fiduciary expense (Dec. only)$2,455,000252
YTD fiduciary net loss (Dec. only)$1,000175
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,005,000163
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,469,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000216
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$315,000202
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,033,000179
Foundation and endowment and agency accounts income$240,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000265
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,184,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$977,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000219
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$219,000197
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$689,000181
Foundation and endowment and agency accounts income$158,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000264
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,125,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$504,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000227
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$118,000191
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$338,000185
Foundation and endowment and agency accounts income$76,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000270
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,073,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,746,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000249
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$415,000204
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,439,000173
Foundation and endowment and agency accounts income$267,000128
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$53,000302
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$4,025,000228
YTD fiduciary expense (Dec. only)$2,463,000241
YTD fiduciary net loss (Dec. only)$-15,0006,504
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,577,000181
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,274,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000225
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$310,000200
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,048,000177
Foundation and endowment and agency accounts income$186,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000257
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,935,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$871,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000228
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$200,000205
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$741,000173
Foundation and endowment and agency accounts income$30,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000226
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,930,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$436,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000230
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$102,000205
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$335,000178
Foundation and endowment and agency accounts income$58,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000241
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$970,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,740,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000226
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$389,000197
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,441,000166
Foundation and endowment and agency accounts income$236,000126
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$60,000275
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,985,000213
YTD fiduciary expense (Dec. only)$2,759,000213
YTD fiduciary net loss (Dec. only)$43,00075
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,183,000198
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,267,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000208
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$283,000191
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,033,000166
Foundation and endowment and agency accounts income$173,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000234
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,897,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$826,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000202
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$190,000191
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$686,000165
Foundation and endowment and agency accounts income$113,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000225
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,921,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$441,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000195
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$101,000185
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$334,000167
Foundation and endowment and agency accounts income$53,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000213
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$993,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,582,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,000151
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$393,000185
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,519,000145
Foundation and endowment and agency accounts income$213,000130
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$73,000252
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$4,155,000196
YTD fiduciary expense (Dec. only)$2,784,000195
YTD fiduciary net loss (Dec. only)$35,00084
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,336,000163
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,182,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$263,000154
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$303,000177
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,097,000149
Foundation and endowment and agency accounts income$155,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000225
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,055,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$769,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000156
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$206,000176
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$737,000147
Foundation and endowment and agency accounts income$104,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000209
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,035,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$395,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000155
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$108,000168
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$352,000155
Foundation and endowment and agency accounts income$50,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000198
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,015,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,758,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$355,000154
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$393,000163
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,562,000127
Foundation and endowment and agency accounts income$211,000123
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$86,000231
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$4,365,000154
YTD fiduciary expense (Dec. only)$3,178,000176
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,187,000171
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,331,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$252,000156
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$299,000161
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,141,000128
Foundation and endowment and agency accounts income$148,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000207
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,240,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$841,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000156
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$206,000154
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$791,000128
Foundation and endowment and agency accounts income$101,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000198
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,160,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$430,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000163
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$110,000157
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$393,000124
Foundation and endowment and agency accounts income$47,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000216
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,080,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,604,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$343,000162
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$426,000149
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,553,000122
Foundation and endowment and agency accounts income$202,000118
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$107,000225
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$4,235,000155
YTD fiduciary expense (Dec. only)$3,290,000177
YTD fiduciary net loss (Dec. only)$64,00065
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$881,000203
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,176,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$252,000157
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$316,000146
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,159,000118
Foundation and endowment and agency accounts income$149,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000190
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$3,140,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$787,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$171,000158
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$216,000146
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$767,000123
Foundation and endowment and agency accounts income$98,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000189
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,100,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$402,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000162
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$111,000144
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$347,000133
Foundation and endowment and agency accounts income$44,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000169
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,020,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,449,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$321,000160
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$395,000148
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,494,000124
Foundation and endowment and agency accounts income$145,000124
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$121,000208
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$3,925,000162
YTD fiduciary expense (Dec. only)$3,671,000172
YTD fiduciary net loss (Dec. only)$77,00062
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$177,000386
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,139,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$232,000159
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$293,000147
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$96,000185
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,860,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$770,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000164
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$197,000140
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$68,000185
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,900,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$412,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000176
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$106,000132
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$44,000167
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$970,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,235,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,300,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,275,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,150,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,700,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,600,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,400,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,225,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,600,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,419,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,205,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,050,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,419,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,176,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,125,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,112,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,007,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,726,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,691,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$741,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,650,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,915,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,255,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$605,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,521,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,505,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,435,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,227,000313
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
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,761,000344
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
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$1,202,000420
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,164,000468
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$942,000546
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA