Home > Citizens & Northern Bank > Gross Fiduciary and Related Services Income

Citizens & Northern Bank, Gross Fiduciary and Related Services Income

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$554,000259
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$416,000100
YTD Gross Income employee benefit defined benefit$29,000131
YTD Gross Income from other retirement accounts$548,000130
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$846,000174
Foundation and endowment and agency accounts income$279,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000177
YTD Gross income other trust accounts$203,00078
Gross Fiduciary activities income$2,943,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$275,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000103
YTD Gross Income employee benefit defined benefit$14,000128
YTD Gross Income from other retirement accounts$270,000130
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$392,000177
Foundation and endowment and agency accounts income$137,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000171
YTD Gross income other trust accounts$34,00099
Gross Fiduciary activities income$1,360,000211
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
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$1,314,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$912,000102
YTD Gross Income employee benefit defined benefit$107,000121
YTD Gross Income from other retirement accounts$1,067,000129
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,585,000186
Foundation and endowment and agency accounts income$521,00098
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$125,000193
YTD Gross income other trust accounts$207,00093
Gross Fiduciary activities income$5,838,000198
YTD fiduciary expense (Dec. only)$4,698,000167
YTD fiduciary net loss (Dec. only)$5,000151
YTD fiduciary intracompany income (Dec. only)$304,00081
YTD net fiduciary income (Dec. only)$1,439,000218
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$1,008,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$682,000101
YTD Gross Income employee benefit defined benefit$51,000128
YTD Gross Income from other retirement accounts$799,000128
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,171,000187
Foundation and endowment and agency accounts income$383,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000184
YTD Gross income other trust accounts$187,00090
Gross Fiduciary activities income$4,375,000197
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
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$705,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$449,000104
YTD Gross Income employee benefit defined benefit$37,000126
YTD Gross Income from other retirement accounts$526,000126
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$777,000188
Foundation and endowment and agency accounts income$244,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000194
YTD Gross income other trust accounts$153,00085
Gross Fiduciary activities income$2,948,000196
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
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$362,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000106
YTD Gross Income employee benefit defined benefit$22,000121
YTD Gross Income from other retirement accounts$263,000129
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$375,000188
Foundation and endowment and agency accounts income$121,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000173
YTD Gross income other trust accounts$29,000108
Gross Fiduciary activities income$1,422,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,156,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$805,000116
YTD Gross Income employee benefit defined benefit$167,000105
YTD Gross Income from other retirement accounts$1,014,000120
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,431,000187
Foundation and endowment and agency accounts income$480,00095
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$137,000183
YTD Gross income other trust accounts$209,00098
Gross Fiduciary activities income$5,399,000199
YTD fiduciary expense (Dec. only)$4,283,000182
YTD fiduciary net loss (Dec. only)$5,000143
YTD fiduciary intracompany income (Dec. only)$297,00087
YTD net fiduciary income (Dec. only)$1,408,000208
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$812,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$596,000110
YTD Gross Income employee benefit defined benefit$93,000113
YTD Gross Income from other retirement accounts$759,000118
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,060,000187
Foundation and endowment and agency accounts income$358,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000174
YTD Gross income other trust accounts$189,00086
Gross Fiduciary activities income$3,969,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$540,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,000113
YTD Gross Income employee benefit defined benefit$64,000110
YTD Gross Income from other retirement accounts$512,000116
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$714,000182
Foundation and endowment and agency accounts income$237,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000171
YTD Gross income other trust accounts$168,00078
Gross Fiduciary activities income$2,677,000195
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
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$255,000257
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000112
YTD Gross Income employee benefit defined benefit$26,000115
YTD Gross Income from other retirement accounts$222,000129
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$314,000196
Foundation and endowment and agency accounts income$110,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000167
YTD Gross income other trust accounts$29,000101
Gross Fiduciary activities income$1,180,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$988,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$776,000108
YTD Gross Income employee benefit defined benefit$141,000104
YTD Gross Income from other retirement accounts$864,000128
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,219,000189
Foundation and endowment and agency accounts income$436,00097
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$135,000180
YTD Gross income other trust accounts$201,00099
Gross Fiduciary activities income$4,760,000206
YTD fiduciary expense (Dec. only)$3,650,000194
YTD fiduciary net loss (Dec. only)$4,000138
YTD fiduciary intracompany income (Dec. only)$273,00079
YTD net fiduciary income (Dec. only)$1,379,000192
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$754,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$589,000106
YTD Gross Income employee benefit defined benefit$73,000120
YTD Gross Income from other retirement accounts$635,000123
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$905,000189
Foundation and endowment and agency accounts income$329,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000173
YTD Gross income other trust accounts$180,00090
Gross Fiduciary activities income$3,567,000205
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
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$481,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$394,000106
YTD Gross Income employee benefit defined benefit$48,000123
YTD Gross Income from other retirement accounts$417,000125
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$598,000189
Foundation and endowment and agency accounts income$220,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000174
YTD Gross income other trust accounts$170,00079
Gross Fiduciary activities income$2,395,000204
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
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$249,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000111
YTD Gross Income employee benefit defined benefit$23,000125
YTD Gross Income from other retirement accounts$201,000125
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$293,000191
Foundation and endowment and agency accounts income$109,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000173
YTD Gross income other trust accounts$59,00080
Gross Fiduciary activities income$1,144,000209
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
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$992,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$734,000113
YTD Gross Income employee benefit defined benefit$140,000110
YTD Gross Income from other retirement accounts$848,000122
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,207,000195
Foundation and endowment and agency accounts income$441,00097
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$122,000198
YTD Gross income other trust accounts$142,000105
Gross Fiduciary activities income$4,626,000211
YTD fiduciary expense (Dec. only)$3,481,000195
YTD fiduciary net loss (Dec. only)$6,000131
YTD fiduciary intracompany income (Dec. only)$283,00084
YTD net fiduciary income (Dec. only)$1,422,000195
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$760,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$557,000113
YTD Gross Income employee benefit defined benefit$78,000124
YTD Gross Income from other retirement accounts$633,000120
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$900,000192
Foundation and endowment and agency accounts income$332,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000184
YTD Gross income other trust accounts$126,00097
Gross Fiduciary activities income$3,478,000216
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
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$490,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$378,000111
YTD Gross Income employee benefit defined benefit$54,000123
YTD Gross Income from other retirement accounts$427,000119
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$606,000197
Foundation and endowment and agency accounts income$224,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000184
YTD Gross income other trust accounts$114,00089
Gross Fiduciary activities income$2,355,000215
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
2015-03-31Rank
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$256,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$171,000114
YTD Gross Income employee benefit defined benefit$25,000121
YTD Gross Income from other retirement accounts$211,000121
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$298,000197
Foundation and endowment and agency accounts income$113,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000180
YTD Gross income other trust accounts$8,000147
Gross Fiduciary activities income$1,114,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
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$1,050,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$652,000119
YTD Gross Income employee benefit defined benefit$145,000108
YTD Gross Income from other retirement accounts$818,000122
YTD Gross Income corporate trust and agency$1,000188
Investment management and investment advisory agency accounts income$1,160,000195
Foundation and endowment and agency accounts income$419,00099
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$127,000191
YTD Gross income other trust accounts$118,000123
Gross Fiduciary activities income$4,490,000212
YTD fiduciary expense (Dec. only)$3,239,000201
YTD fiduciary net loss (Dec. only)$8,000131
YTD fiduciary intracompany income (Dec. only)$262,00084
YTD net fiduciary income (Dec. only)$1,505,000184
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$790,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$482,000115
YTD Gross Income employee benefit defined benefit$80,000120
YTD Gross Income from other retirement accounts$599,000119
YTD Gross Income corporate trust and agency$1,000135
Investment management and investment advisory agency accounts income$858,000197
Foundation and endowment and agency accounts income$309,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,000188
YTD Gross income other trust accounts$109,000110
Gross Fiduciary activities income$3,325,000213
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
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$542,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$321,000119
YTD Gross Income employee benefit defined benefit$54,000119
YTD Gross Income from other retirement accounts$397,000116
YTD Gross Income corporate trust and agency$1,000122
Investment management and investment advisory agency accounts income$575,000197
Foundation and endowment and agency accounts income$199,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000183
YTD Gross income other trust accounts$32,000134
Gross Fiduciary activities income$2,185,000214
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
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$239,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000122
YTD Gross Income employee benefit defined benefit$28,000114
YTD Gross Income from other retirement accounts$195,000118
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$280,000199
Foundation and endowment and agency accounts income$99,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000181
YTD Gross income other trust accounts$16,000121
Gross Fiduciary activities income$1,047,000221
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
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$995,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$602,000122
YTD Gross Income employee benefit defined benefit$134,000106
YTD Gross Income from other retirement accounts$702,000127
YTD Gross Income corporate trust and agency$1,000183
Investment management and investment advisory agency accounts income$1,045,000199
Foundation and endowment and agency accounts income$377,000102
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$121,000197
YTD Gross income other trust accounts$110,000122
Gross Fiduciary activities income$4,087,000208
YTD fiduciary expense (Dec. only)$3,102,000195
YTD fiduciary net loss (Dec. only)$4,000148
YTD fiduciary intracompany income (Dec. only)$265,00078
YTD net fiduciary income (Dec. only)$1,246,000192
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$756,000239
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$455,000119
YTD Gross Income employee benefit defined benefit$71,000119
YTD Gross Income from other retirement accounts$507,000125
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$756,000199
Foundation and endowment and agency accounts income$280,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000180
YTD Gross income other trust accounts$104,000101
Gross Fiduciary activities income$3,022,000205
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
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$453,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,000120
YTD Gross Income employee benefit defined benefit$47,000118
YTD Gross Income from other retirement accounts$333,000126
YTD Gross Income corporate trust and agency$1,000121
Investment management and investment advisory agency accounts income$506,000192
Foundation and endowment and agency accounts income$185,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000184
YTD Gross income other trust accounts$84,00095
Gross Fiduciary activities income$1,989,000209
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
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$241,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000141
YTD Gross Income employee benefit defined benefit$22,000120
YTD Gross Income from other retirement accounts$163,000129
YTD Gross Income corporate trust and agency$1,000111
Investment management and investment advisory agency accounts income$250,000198
Foundation and endowment and agency accounts income$93,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000178
YTD Gross income other trust accounts$42,00088
Gross Fiduciary activities income$944,000216
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
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$1,027,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$555,000126
YTD Gross Income employee benefit defined benefit$123,000106
YTD Gross Income from other retirement accounts$639,000118
YTD Gross Income corporate trust and agency$1,000190
Investment management and investment advisory agency accounts income$941,000199
Foundation and endowment and agency accounts income$353,00096
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$104,000211
YTD Gross income other trust accounts$104,000120
Gross Fiduciary activities income$3,847,000204
YTD fiduciary expense (Dec. only)$3,161,000183
YTD fiduciary net loss (Dec. only)$13,000119
YTD fiduciary intracompany income (Dec. only)$176,00085
YTD net fiduciary income (Dec. only)$849,000221
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$670,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$436,000121
YTD Gross Income employee benefit defined benefit$66,000119
YTD Gross Income from other retirement accounts$470,000116
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$695,000197
Foundation and endowment and agency accounts income$263,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000190
YTD Gross income other trust accounts$83,000108
Gross Fiduciary activities income$2,762,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$460,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000114
YTD Gross Income employee benefit defined benefit$45,000119
YTD Gross Income from other retirement accounts$314,000121
YTD Gross Income corporate trust and agency$1,000123
Investment management and investment advisory agency accounts income$459,000196
Foundation and endowment and agency accounts income$175,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000190
YTD Gross income other trust accounts$76,000104
Gross Fiduciary activities income$1,889,000206
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
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$237,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$157,000115
YTD Gross Income employee benefit defined benefit$24,000120
YTD Gross Income from other retirement accounts$156,000123
YTD Gross Income corporate trust and agency$1,000112
Investment management and investment advisory agency accounts income$228,000194
Foundation and endowment and agency accounts income$89,000100
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000186
YTD Gross income other trust accounts$10,000132
Gross Fiduciary activities income$929,000208
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
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$802,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$427,000144
YTD Gross Income employee benefit defined benefit$152,000104
YTD Gross Income from other retirement accounts$625,000116
YTD Gross Income corporate trust and agency$8,000154
Investment management and investment advisory agency accounts income$909,000192
Foundation and endowment and agency accounts income$349,00091
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$109,000205
YTD Gross income other trust accounts$91,000141
Gross Fiduciary activities income$3,472,000180
YTD fiduciary expense (Dec. only)$3,017,000184
YTD fiduciary net loss (Dec. only)$4,000156
YTD fiduciary intracompany income (Dec. only)$174,00092
YTD net fiduciary income (Dec. only)$625,000242
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$599,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$322,000141
YTD Gross Income employee benefit defined benefit$98,000107
YTD Gross Income from other retirement accounts$464,000123
YTD Gross Income corporate trust and agency$8,000114
Investment management and investment advisory agency accounts income$684,000190
Foundation and endowment and agency accounts income$263,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000186
YTD Gross income other trust accounts$88,000111
Gross Fiduciary activities income$2,608,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
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$412,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$234,000136
YTD Gross Income employee benefit defined benefit$79,000100
YTD Gross Income from other retirement accounts$315,000121
YTD Gross Income corporate trust and agency$1,000142
Investment management and investment advisory agency accounts income$464,000192
Foundation and endowment and agency accounts income$179,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000190
YTD Gross income other trust accounts$83,000103
Gross Fiduciary activities income$1,823,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$206,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000148
YTD Gross Income employee benefit defined benefit$59,00090
YTD Gross Income from other retirement accounts$154,000126
YTD Gross Income corporate trust and agency$1,000126
Investment management and investment advisory agency accounts income$224,000193
Foundation and endowment and agency accounts income$89,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000192
YTD Gross income other trust accounts$16,000133
Gross Fiduciary activities income$877,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
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$907,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$398,000151
YTD Gross Income employee benefit defined benefit$110,000119
YTD Gross Income from other retirement accounts$591,000121
YTD Gross Income corporate trust and agency$8,000163
Investment management and investment advisory agency accounts income$900,000188
Foundation and endowment and agency accounts income$324,00088
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$119,000208
YTD Gross income other trust accounts$118,000129
Gross Fiduciary activities income$3,475,000181
YTD fiduciary expense (Dec. only)$2,972,000187
YTD fiduciary net loss (Dec. only)$32,00082
YTD fiduciary intracompany income (Dec. only)$70,000116
YTD net fiduciary income (Dec. only)$541,000262
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$699,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$279,000150
YTD Gross Income employee benefit defined benefit$91,000115
YTD Gross Income from other retirement accounts$432,000120
YTD Gross Income corporate trust and agency$8,000120
Investment management and investment advisory agency accounts income$674,000182
Foundation and endowment and agency accounts income$237,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000197
YTD Gross income other trust accounts$102,000110
Gross Fiduciary activities income$2,605,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$412,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000147
YTD Gross Income employee benefit defined benefit$73,000106
YTD Gross Income from other retirement accounts$281,000124
YTD Gross Income corporate trust and agency$1,000149
Investment management and investment advisory agency accounts income$430,000195
Foundation and endowment and agency accounts income$157,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000191
YTD Gross income other trust accounts$75,000105
Gross Fiduciary activities income$1,689,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$218,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000134
YTD Gross Income employee benefit defined benefit$54,00090
YTD Gross Income from other retirement accounts$140,000124
YTD Gross Income corporate trust and agency$1,000132
Investment management and investment advisory agency accounts income$211,000196
Foundation and endowment and agency accounts income$79,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000188
YTD Gross income other trust accounts$18,000134
Gross Fiduciary activities income$878,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$772,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$345,000153
YTD Gross Income employee benefit defined benefit$104,000116
YTD Gross Income from other retirement accounts$527,000122
YTD Gross Income corporate trust and agency$9,000170
Investment management and investment advisory agency accounts income$896,000178
Foundation and endowment and agency accounts income$290,00076
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$122,000207
YTD Gross income other trust accounts$147,000132
Gross Fiduciary activities income$3,212,000187
YTD fiduciary expense (Dec. only)$2,926,000192
YTD fiduciary net loss (Dec. only)$19,000113
YTD fiduciary intracompany income (Dec. only)$106,00098
YTD net fiduciary income (Dec. only)$373,000304
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$636,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$235,000158
YTD Gross Income employee benefit defined benefit$84,000109
YTD Gross Income from other retirement accounts$384,000123
YTD Gross Income corporate trust and agency$9,000118
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$86,000200
YTD Gross income other trust accounts$171,000107
Gross Fiduciary activities income$2,360,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$428,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$182,000152
YTD Gross Income employee benefit defined benefit$63,000104
YTD Gross Income from other retirement accounts$253,000117
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$58,000205
YTD Gross income other trust accounts$123,000109
Gross Fiduciary activities income$1,617,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$209,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000139
YTD Gross Income employee benefit defined benefit$21,000120
YTD Gross Income from other retirement accounts$124,000119
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$26,000208
YTD Gross income other trust accounts$37,000124
Gross Fiduciary activities income$759,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,397,000193
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
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,664,000193
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
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,831,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$868,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,437,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,510,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,629,000213
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
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$687,000236
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
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,425,000238
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
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$1,794,000244
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
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,066,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$514,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,103,000263
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
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,600,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,057,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$483,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,116,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,490,000263
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
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$1,034,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$457,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,000169
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,746,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,274,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$855,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$383,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,768,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$30,000151
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,576,000327
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,613,000327
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,456,000376
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,288,000402
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,004,000473
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$852,000555
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$726,000630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$583,000693
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$546,000729
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$476,000777
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA