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CNB Bank, 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$178,000361
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000198
YTD Gross Income employee benefit defined benefit$34,000102
YTD Gross Income from other retirement accounts$460,000123
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$598,000185
Foundation and endowment and agency accounts income$64,000176
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$219,00088
YTD Gross income other trust accounts$0172
Gross Fiduciary activities income$1,603,000274
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
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$892,000382
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$297,000148
YTD Gross Income employee benefit defined benefit$113,000107
YTD Gross Income from other retirement accounts$1,918,000114
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$2,542,000172
Foundation and endowment and agency accounts income$271,000190
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$723,00098
YTD Gross income other trust accounts$0215
Gross Fiduciary activities income$6,756,000256
YTD fiduciary expense (Dec. only)$5,893,000208
YTD fiduciary net loss (Dec. only)$0190
YTD fiduciary intracompany income (Dec. only)$154,000100
YTD net fiduciary income (Dec. only)$1,017,000329
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$684,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000140
YTD Gross Income employee benefit defined benefit$84,000103
YTD Gross Income from other retirement accounts$1,443,000112
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,944,000166
Foundation and endowment and agency accounts income$204,000174
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$483,000105
YTD Gross income other trust accounts$0178
Gross Fiduciary activities income$5,057,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$491,000367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000153
YTD Gross Income employee benefit defined benefit$55,000106
YTD Gross Income from other retirement accounts$955,000113
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$1,280,000169
Foundation and endowment and agency accounts income$135,000191
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$304,000109
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,360,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$247,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000144
YTD Gross Income employee benefit defined benefit$27,000153
YTD Gross Income from other retirement accounts$474,000111
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$606,000218
Foundation and endowment and agency accounts income$70,000172
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$112,000115
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$1,601,000244
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
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$921,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000154
YTD Gross Income employee benefit defined benefit$101,000115
YTD Gross Income from other retirement accounts$1,944,000101
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,313,000211
Foundation and endowment and agency accounts income$264,000178
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$266,000150
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,080,000238
YTD fiduciary expense (Dec. only)$5,831,000196
YTD fiduciary net loss (Dec. only)$3,000186
YTD fiduciary intracompany income (Dec. only)$129,00097
YTD net fiduciary income (Dec. only)$375,000384
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$721,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$204,000139
YTD Gross Income employee benefit defined benefit$75,000134
YTD Gross Income from other retirement accounts$1,488,00098
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,730,000210
Foundation and endowment and agency accounts income$199,000160
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$169,000161
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$4,586,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$493,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000150
YTD Gross Income employee benefit defined benefit$49,000156
YTD Gross Income from other retirement accounts$1,014,00094
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,149,000206
Foundation and endowment and agency accounts income$129,000174
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$84,000186
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,053,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$227,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000145
YTD Gross Income employee benefit defined benefit$24,000112
YTD Gross Income from other retirement accounts$508,000103
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$554,000172
Foundation and endowment and agency accounts income$62,000167
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$33,000203
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,476,000244
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
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$895,000326
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$254,000166
YTD Gross Income employee benefit defined benefit$103,000120
YTD Gross Income from other retirement accounts$2,026,000101
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,008,000185
Foundation and endowment and agency accounts income$253,000184
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$118,000215
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$5,657,000254
YTD fiduciary expense (Dec. only)$5,279,000207
YTD fiduciary net loss (Dec. only)$7,000160
YTD fiduciary intracompany income (Dec. only)$122,000106
YTD net fiduciary income (Dec. only)$493,000394
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$653,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000158
YTD Gross Income employee benefit defined benefit$78,000117
YTD Gross Income from other retirement accounts$1,530,000102
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,484,000188
Foundation and endowment and agency accounts income$193,000171
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$94,000203
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$4,224,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$382,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000156
YTD Gross Income employee benefit defined benefit$53,000112
YTD Gross Income from other retirement accounts$1,041,00097
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$965,000177
Foundation and endowment and agency accounts income$129,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000207
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,755,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$202,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000147
YTD Gross Income employee benefit defined benefit$27,000108
YTD Gross Income from other retirement accounts$537,00098
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$484,000175
Foundation and endowment and agency accounts income$68,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000196
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,416,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$816,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$273,000161
YTD Gross Income employee benefit defined benefit$103,000113
YTD Gross Income from other retirement accounts$2,065,00099
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,887,000181
Foundation and endowment and agency accounts income$253,000169
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$137,000178
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$5,534,000224
YTD fiduciary expense (Dec. only)$3,561,000219
YTD fiduciary net loss (Dec. only)$11,000115
YTD fiduciary intracompany income (Dec. only)$123,00090
YTD net fiduciary income (Dec. only)$2,085,000208
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$615,000266
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000149
YTD Gross Income employee benefit defined benefit$74,000106
YTD Gross Income from other retirement accounts$1,511,00099
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,401,000177
Foundation and endowment and agency accounts income$187,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000172
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$4,100,000223
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
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$419,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000161
YTD Gross Income employee benefit defined benefit$51,000111
YTD Gross Income from other retirement accounts$981,000101
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$926,000180
Foundation and endowment and agency accounts income$122,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000176
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,704,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$184,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000150
YTD Gross Income employee benefit defined benefit$25,000109
YTD Gross Income from other retirement accounts$476,000103
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$426,000181
Foundation and endowment and agency accounts income$59,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000178
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,270,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$794,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$244,000166
YTD Gross Income employee benefit defined benefit$89,000118
YTD Gross Income from other retirement accounts$1,645,000104
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,685,000179
Foundation and endowment and agency accounts income$193,000182
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$160,000166
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$4,810,000227
YTD fiduciary expense (Dec. only)$3,598,000215
YTD fiduciary net loss (Dec. only)$2,000160
YTD fiduciary intracompany income (Dec. only)$93,000107
YTD net fiduciary income (Dec. only)$1,303,000218
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$608,000265
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$181,000150
YTD Gross Income employee benefit defined benefit$63,000111
YTD Gross Income from other retirement accounts$1,198,000103
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,264,000173
Foundation and endowment and agency accounts income$143,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000161
YTD Gross income other trust accounts$1,000180
Gross Fiduciary activities income$3,581,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$405,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000161
YTD Gross Income employee benefit defined benefit$42,000117
YTD Gross Income from other retirement accounts$773,000106
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$844,000174
Foundation and endowment and agency accounts income$94,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000174
YTD Gross income other trust accounts$1,000194
Gross Fiduciary activities income$2,354,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$180,000273
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000148
YTD Gross Income employee benefit defined benefit$19,000113
YTD Gross Income from other retirement accounts$375,000108
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$389,000180
Foundation and endowment and agency accounts income$46,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000199
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,095,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$749,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,000168
YTD Gross Income employee benefit defined benefit$85,000122
YTD Gross Income from other retirement accounts$1,398,000109
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,545,000184
Foundation and endowment and agency accounts income$189,000175
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$139,000176
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$4,328,000232
YTD fiduciary expense (Dec. only)$3,391,000220
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$89,000102
YTD net fiduciary income (Dec. only)$1,025,000242
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$566,000273
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$163,000164
YTD Gross Income employee benefit defined benefit$61,000120
YTD Gross Income from other retirement accounts$1,015,000111
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,151,000182
Foundation and endowment and agency accounts income$140,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000166
YTD Gross income other trust accounts$1,000188
Gross Fiduciary activities income$3,209,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$380,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000171
YTD Gross Income employee benefit defined benefit$39,000124
YTD Gross Income from other retirement accounts$658,000115
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$757,000187
Foundation and endowment and agency accounts income$94,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000165
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,114,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$182,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000172
YTD Gross Income employee benefit defined benefit$17,000122
YTD Gross Income from other retirement accounts$321,000112
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$336,000195
Foundation and endowment and agency accounts income$47,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000145
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$999,000238
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
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$773,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$210,000183
YTD Gross Income employee benefit defined benefit$51,000145
YTD Gross Income from other retirement accounts$1,245,000114
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,328,000203
Foundation and endowment and agency accounts income$143,000202
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$195,000153
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$3,945,000242
YTD fiduciary expense (Dec. only)$2,293,000267
YTD fiduciary net loss (Dec. only)$2,000170
YTD fiduciary intracompany income (Dec. only)$76,000115
YTD net fiduciary income (Dec. only)$1,726,000193
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$605,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000183
YTD Gross Income employee benefit defined benefit$39,000135
YTD Gross Income from other retirement accounts$942,000109
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$974,000203
Foundation and endowment and agency accounts income$109,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,000146
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,974,000244
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
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$419,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000185
YTD Gross Income employee benefit defined benefit$27,000133
YTD Gross Income from other retirement accounts$623,000109
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$646,000204
Foundation and endowment and agency accounts income$73,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,000135
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,007,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$198,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000197
YTD Gross Income employee benefit defined benefit$14,000130
YTD Gross Income from other retirement accounts$311,000109
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$299,000210
Foundation and endowment and agency accounts income$37,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000123
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$975,000244
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
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$820,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000205
YTD Gross Income employee benefit defined benefit$57,000141
YTD Gross Income from other retirement accounts$1,106,000111
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,072,000220
Foundation and endowment and agency accounts income$145,000192
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$130,000188
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$3,486,000253
YTD fiduciary expense (Dec. only)$2,902,000235
YTD fiduciary net loss (Dec. only)$11,000120
YTD fiduciary intracompany income (Dec. only)$67,000128
YTD net fiduciary income (Dec. only)$640,000311
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$613,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000192
YTD Gross Income employee benefit defined benefit$43,000129
YTD Gross Income from other retirement accounts$807,000114
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$802,000214
Foundation and endowment and agency accounts income$109,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000186
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,578,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$427,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000204
YTD Gross Income employee benefit defined benefit$27,000133
YTD Gross Income from other retirement accounts$524,000112
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$517,000216
Foundation and endowment and agency accounts income$74,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000174
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,691,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$186,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000198
YTD Gross Income employee benefit defined benefit$13,000134
YTD Gross Income from other retirement accounts$254,000112
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$236,000225
Foundation and endowment and agency accounts income$37,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000173
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$788,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$800,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$165,000201
YTD Gross Income employee benefit defined benefit$55,000140
YTD Gross Income from other retirement accounts$855,000129
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$865,000235
Foundation and endowment and agency accounts income$156,000174
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$74,000249
YTD Gross income other trust accounts$1,000286
Gross Fiduciary activities income$2,971,000265
YTD fiduciary expense (Dec. only)$3,127,000212
YTD fiduciary net loss (Dec. only)$5,000134
YTD fiduciary intracompany income (Dec. only)$25,000139
YTD net fiduciary income (Dec. only)$-136,0005,884
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$580,000287
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000194
YTD Gross Income employee benefit defined benefit$40,000134
YTD Gross Income from other retirement accounts$625,000126
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$629,000234
Foundation and endowment and agency accounts income$116,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000232
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$2,157,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$379,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000192
YTD Gross Income employee benefit defined benefit$26,000136
YTD Gross Income from other retirement accounts$402,000129
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$401,000236
Foundation and endowment and agency accounts income$76,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000246
YTD Gross income other trust accounts$1,000199
Gross Fiduciary activities income$1,394,000274
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
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$164,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000194
YTD Gross Income employee benefit defined benefit$13,000138
YTD Gross Income from other retirement accounts$197,000129
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$199,000235
Foundation and endowment and agency accounts income$37,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000258
YTD Gross income other trust accounts$9,000145
Gross Fiduciary activities income$668,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$773,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000220
YTD Gross Income employee benefit defined benefit$53,000155
YTD Gross Income from other retirement accounts$798,000134
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$786,000252
Foundation and endowment and agency accounts income$169,000172
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$48,000308
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$2,769,000277
YTD fiduciary expense (Dec. only)$2,493,000247
YTD fiduciary net loss (Dec. only)$4,000149
YTD fiduciary intracompany income (Dec. only)$18,000137
YTD net fiduciary income (Dec. only)$290,000411
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$598,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000211
YTD Gross Income employee benefit defined benefit$40,000140
YTD Gross Income from other retirement accounts$577,000135
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$572,000245
Foundation and endowment and agency accounts income$128,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000268
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$2,049,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$427,000279
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000212
YTD Gross Income employee benefit defined benefit$27,000141
YTD Gross Income from other retirement accounts$377,000140
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$378,000248
Foundation and endowment and agency accounts income$87,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000274
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$1,386,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$214,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000214
YTD Gross Income employee benefit defined benefit$14,000138
YTD Gross Income from other retirement accounts$181,000142
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$185,000246
Foundation and endowment and agency accounts income$43,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000277
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$681,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$950,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$120,000237
YTD Gross Income employee benefit defined benefit$52,000154
YTD Gross Income from other retirement accounts$631,000153
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$614,000280
Foundation and endowment and agency accounts income$178,000159
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$72,000258
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$2,618,000289
YTD fiduciary expense (Dec. only)$885,000429
YTD fiduciary net loss (Dec. only)$1,000169
YTD fiduciary intracompany income (Dec. only)$19,000141
YTD net fiduciary income (Dec. only)$1,751,000173
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$718,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000218
YTD Gross Income employee benefit defined benefit$39,000145
YTD Gross Income from other retirement accounts$459,000153
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$446,000267
Foundation and endowment and agency accounts income$133,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000231
YTD Gross income other trust accounts$1,000210
Gross Fiduciary activities income$1,942,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$490,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000217
YTD Gross Income employee benefit defined benefit$25,000144
YTD Gross Income from other retirement accounts$295,000155
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$289,000271
Foundation and endowment and agency accounts income$90,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000222
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,287,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$215,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000219
YTD Gross Income employee benefit defined benefit$13,000145
YTD Gross Income from other retirement accounts$141,000161
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$135,000276
Foundation and endowment and agency accounts income$44,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000218
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$597,000309
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$841,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000228
YTD Gross Income employee benefit defined benefit$47,000155
YTD Gross Income from other retirement accounts$469,000169
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$509,000287
Foundation and endowment and agency accounts income$166,000157
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$72,000244
YTD Gross income other trust accounts$2,000279
Gross Fiduciary activities income$2,223,000307
YTD fiduciary expense (Dec. only)$1,924,000270
YTD fiduciary net loss (Dec. only)$50,00074
YTD fiduciary intracompany income (Dec. only)$19,000139
YTD net fiduciary income (Dec. only)$268,000401
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$618,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000210
YTD Gross Income employee benefit defined benefit$34,000141
YTD Gross Income from other retirement accounts$334,000172
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$373,000263
Foundation and endowment and agency accounts income$122,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000225
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,622,000310
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$367,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000214
YTD Gross Income employee benefit defined benefit$23,000138
YTD Gross Income from other retirement accounts$210,000181
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$245,000262
Foundation and endowment and agency accounts income$81,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000231
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,013,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$180,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000224
YTD Gross Income employee benefit defined benefit$12,000131
YTD Gross Income from other retirement accounts$99,000190
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$142,000250
Foundation and endowment and agency accounts income$35,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000235
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$510,000317
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$589,000337
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000260
YTD Gross Income employee benefit defined benefit$39,000158
YTD Gross Income from other retirement accounts$276,000237
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$329,000327
Foundation and endowment and agency accounts income$158,000153
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$110,000209
YTD Gross income other trust accounts$1,000279
Gross Fiduciary activities income$1,589,000354
YTD fiduciary expense (Dec. only)$1,529,000299
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$60,000464
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$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0338
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,129,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$693,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$335,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$488,000361
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000272
YTD Gross Income employee benefit defined benefit$36,000164
YTD Gross Income from other retirement accounts$141,000318
YTD Gross Income corporate trust and agency$9,000149
Investment management and investment advisory agency accounts income$183,000386
Foundation and endowment and agency accounts income$126,000161
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$116,000198
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,182,000364
YTD fiduciary expense (Dec. only)$1,077,000363
YTD fiduciary net loss (Dec. only)$30,00094
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$75,000465
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$0371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$0336
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0328
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$853,000367
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0375
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0320
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$557,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0379
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0343
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$274,000383
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$636,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000266
YTD Gross Income employee benefit defined benefit$23,000194
YTD Gross Income from other retirement accounts$89,000367
YTD Gross Income corporate trust and agency$6,000176
Investment management and investment advisory agency accounts income$71,000442
Foundation and endowment and agency accounts income$88,000184
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$40,000324
YTD Gross income other trust accounts$8,000270
Gross Fiduciary activities income$1,052,000387
YTD fiduciary expense (Dec. only)$1,106,000359
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$-54,0007,599
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$0367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$792,000383
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$486,000408
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$246,000409
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$648,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000275
YTD Gross Income employee benefit defined benefit$20,000200
YTD Gross Income from other retirement accounts$72,000382
YTD Gross Income corporate trust and agency$4,000190
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$53,000191
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$36,000336
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$905,000404
YTD fiduciary expense (Dec. only)$1,280,000311
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-375,0007,976
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$0362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$666,000406
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
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$0335
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$446,000411
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
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$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$210,000434
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,161,000372
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$934,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$605,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$340,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,127,000389
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$851,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$538,000408
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$261,000416
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,078,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$749,000397
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$504,000397
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$255,000402
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
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$49,000116
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$977,000395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$697,000400
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$459,000407
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$220,000419
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$32,000127
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,005,000376
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
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$698,000393
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$466,000397
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$248,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$38,000122
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,001,000384
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$719,000400
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$444,000417
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$218,000433
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,000207
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$910,000422
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,000223
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,015,000421
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$924,000435
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$797,000515
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$758,000524
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$612,000593
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$511,000698
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$529,000726
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$456,000764
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$445,000805
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$405,000840
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA