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Citicorp Trust Delaware, Gross Fiduciary and Related Services Income

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,495,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0291
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$10,000318
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$68,000317
Foundation and endowment and agency accounts income$33,000226
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$4,000298
YTD Gross income other trust accounts$0172
Gross Fiduciary activities income$2,610,000211
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 income$09
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,247,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0354
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$45,000394
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$403,000363
Foundation and endowment and agency accounts income$143,000248
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$24,000336
YTD Gross income other trust accounts$0215
Gross Fiduciary activities income$10,862,000196
YTD fiduciary expense (Dec. only)$7,159,000180
YTD fiduciary net loss (Dec. only)$0190
YTD fiduciary intracompany income (Dec. only)$0169
YTD net fiduciary income (Dec. only)$3,703,000167
Memoranda:
YTD foreign offices total gross fiduciary income$09
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,463,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0308
YTD Gross Income employee benefit defined benefit$0183
YTD Gross Income from other retirement accounts$35,000322
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$332,000301
Foundation and endowment and agency accounts income$111,000212
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$18,000289
YTD Gross income other trust accounts$0178
Gross Fiduciary activities income$7,959,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,223,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0350
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$25,000384
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$238,000351
Foundation and endowment and agency accounts income$79,000233
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$12,000334
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,577,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,697,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0257
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$15,000320
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$126,000344
Foundation and endowment and agency accounts income$41,000206
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$6,000292
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$2,885,000165
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 income$010
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,478,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$60,000379
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$710,000352
Foundation and endowment and agency accounts income$155,000224
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$26,000335
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$11,429,000158
YTD fiduciary expense (Dec. only)$8,349,000148
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$3,080,000165
Memoranda:
YTD foreign offices total gross fiduciary income$011
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,033,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$45,000311
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$562,000310
Foundation and endowment and agency accounts income$120,000197
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$21,000285
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$8,781,000155
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 income$011
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,565,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$30,000374
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$408,000340
Foundation and endowment and agency accounts income$84,000209
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$15,000311
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$6,102,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,544,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$15,000318
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$209,000265
Foundation and endowment and agency accounts income$43,000193
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$8,000278
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,819,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,535,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$60,000397
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$882,000294
Foundation and endowment and agency accounts income$184,000215
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$29,000330
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$11,690,000162
YTD fiduciary expense (Dec. only)$7,530,000156
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$4,160,000147
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,920,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$45,000331
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$671,000269
Foundation and endowment and agency accounts income$141,000196
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$21,000292
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$8,798,000164
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 income$011
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