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Community Bank, Gross Fiduciary and Related Services Income

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$2,036,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000237
YTD Gross Income employee benefit defined benefit$386,00048
YTD Gross Income from other retirement accounts$936,000104
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,928,000123
Foundation and endowment and agency accounts income$548,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$172,000105
YTD Gross income other trust accounts$170,00078
Gross Fiduciary activities income$6,204,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,039,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000212
YTD Gross Income employee benefit defined benefit$304,00035
YTD Gross Income from other retirement accounts$485,000106
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$980,000124
Foundation and endowment and agency accounts income$276,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000111
YTD Gross income other trust accounts$166,00049
Gross Fiduciary activities income$3,351,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,562,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000235
YTD Gross Income employee benefit defined benefit$501,00060
YTD Gross Income from other retirement accounts$1,959,000102
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$3,870,000123
Foundation and endowment and agency accounts income$1,055,00074
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$369,000101
YTD Gross income other trust accounts$188,00094
Gross Fiduciary activities income$12,562,000131
YTD fiduciary expense (Dec. only)$7,481,000131
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$5,081,000121
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$3,211,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000214
YTD Gross Income employee benefit defined benefit$430,00053
YTD Gross Income from other retirement accounts$1,464,000102
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,875,000122
Foundation and endowment and agency accounts income$777,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$276,000101
YTD Gross income other trust accounts$173,00087
Gross Fiduciary activities income$9,249,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,228,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000238
YTD Gross Income employee benefit defined benefit$358,00048
YTD Gross Income from other retirement accounts$966,000103
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,895,000124
Foundation and endowment and agency accounts income$515,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$182,000103
YTD Gross income other trust accounts$166,00081
Gross Fiduciary activities income$6,339,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,001,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000217
YTD Gross Income employee benefit defined benefit$288,00037
YTD Gross Income from other retirement accounts$481,000100
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$928,000126
Foundation and endowment and agency accounts income$252,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000100
YTD Gross income other trust accounts$147,00054
Gross Fiduciary activities income$3,202,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,791,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000245
YTD Gross Income employee benefit defined benefit$479,00059
YTD Gross Income from other retirement accounts$1,642,000105
YTD Gross Income corporate trust and agency$7,000104
Investment management and investment advisory agency accounts income$3,261,000126
Foundation and endowment and agency accounts income$957,00072
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$374,000104
YTD Gross income other trust accounts$148,000109
Gross Fiduciary activities income$10,719,000133
YTD fiduciary expense (Dec. only)$6,839,000133
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$1,041,00042
YTD net fiduciary income (Dec. only)$4,921,000104
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,629,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000216
YTD Gross Income employee benefit defined benefit$428,00052
YTD Gross Income from other retirement accounts$1,186,000104
YTD Gross Income corporate trust and agency$7,00083
Investment management and investment advisory agency accounts income$2,379,000125
Foundation and endowment and agency accounts income$714,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$285,000103
YTD Gross income other trust accounts$147,00093
Gross Fiduciary activities income$7,821,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,766,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000237
YTD Gross Income employee benefit defined benefit$364,00049
YTD Gross Income from other retirement accounts$737,000109
YTD Gross Income corporate trust and agency$7,00083
Investment management and investment advisory agency accounts income$1,509,000127
Foundation and endowment and agency accounts income$470,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,000107
YTD Gross income other trust accounts$141,00090
Gross Fiduciary activities income$5,218,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$815,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000212
YTD Gross Income employee benefit defined benefit$304,00035
YTD Gross Income from other retirement accounts$379,000107
YTD Gross Income corporate trust and agency$3,00078
Investment management and investment advisory agency accounts income$774,000128
Foundation and endowment and agency accounts income$208,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000103
YTD Gross income other trust accounts$129,00066
Gross Fiduciary activities income$2,728,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,281,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000227
YTD Gross Income employee benefit defined benefit$469,00063
YTD Gross Income from other retirement accounts$1,529,000101
YTD Gross Income corporate trust and agency$35,00075
Investment management and investment advisory agency accounts income$2,962,000124
Foundation and endowment and agency accounts income$818,00076
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$413,000102
YTD Gross income other trust accounts$135,000115
Gross Fiduciary activities income$9,711,000142
YTD fiduciary expense (Dec. only)$6,483,000139
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$878,00044
YTD net fiduciary income (Dec. only)$4,106,000114
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,456,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000214
YTD Gross Income employee benefit defined benefit$404,00057
YTD Gross Income from other retirement accounts$1,139,00099
YTD Gross Income corporate trust and agency$27,00068
Investment management and investment advisory agency accounts income$2,190,000123
Foundation and endowment and agency accounts income$608,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$319,00099
YTD Gross income other trust accounts$133,000101
Gross Fiduciary activities income$7,324,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,611,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000228
YTD Gross Income employee benefit defined benefit$329,00052
YTD Gross Income from other retirement accounts$754,000102
YTD Gross Income corporate trust and agency$15,00076
Investment management and investment advisory agency accounts income$1,426,000127
Foundation and endowment and agency accounts income$404,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$203,000102
YTD Gross income other trust accounts$130,00087
Gross Fiduciary activities income$4,906,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$772,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000232
YTD Gross Income employee benefit defined benefit$269,00039
YTD Gross Income from other retirement accounts$375,000101
YTD Gross Income corporate trust and agency$8,00073
Investment management and investment advisory agency accounts income$733,000123
Foundation and endowment and agency accounts income$188,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,00098
YTD Gross income other trust accounts$100,00070
Gross Fiduciary activities income$2,569,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,157,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000230
YTD Gross Income employee benefit defined benefit$409,00072
YTD Gross Income from other retirement accounts$1,541,00096
YTD Gross Income corporate trust and agency$40,00082
Investment management and investment advisory agency accounts income$2,822,000130
Foundation and endowment and agency accounts income$788,00075
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$417,000101
YTD Gross income other trust accounts$127,000113
Gross Fiduciary activities income$9,395,000147
YTD fiduciary expense (Dec. only)$5,910,000143
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$859,00044
YTD net fiduciary income (Dec. only)$4,344,000114
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$2,421,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000221
YTD Gross Income employee benefit defined benefit$351,00069
YTD Gross Income from other retirement accounts$1,155,00092
YTD Gross Income corporate trust and agency$28,00074
Investment management and investment advisory agency accounts income$2,175,000125
Foundation and endowment and agency accounts income$544,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$315,000102
YTD Gross income other trust accounts$121,000103
Gross Fiduciary activities income$7,182,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,581,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000224
YTD Gross Income employee benefit defined benefit$282,00064
YTD Gross Income from other retirement accounts$776,00091
YTD Gross Income corporate trust and agency$22,00069
Investment management and investment advisory agency accounts income$1,452,000124
Foundation and endowment and agency accounts income$366,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$216,000100
YTD Gross income other trust accounts$118,00091
Gross Fiduciary activities income$4,862,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$793,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000237
YTD Gross Income employee benefit defined benefit$230,00044
YTD Gross Income from other retirement accounts$398,00091
YTD Gross Income corporate trust and agency$8,00078
Investment management and investment advisory agency accounts income$747,000124
Foundation and endowment and agency accounts income$174,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,00098
YTD Gross income other trust accounts$70,00083
Gross Fiduciary activities income$2,543,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,897,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000279
YTD Gross Income employee benefit defined benefit$328,00078
YTD Gross Income from other retirement accounts$1,198,000102
YTD Gross Income corporate trust and agency$43,00090
Investment management and investment advisory agency accounts income$2,370,000134
Foundation and endowment and agency accounts income$642,00082
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$359,000105
YTD Gross income other trust accounts$97,000137
Gross Fiduciary activities income$7,986,000158
YTD fiduciary expense (Dec. only)$5,542,000146
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$840,00044
YTD net fiduciary income (Dec. only)$3,284,000126
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$2,079,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000247
YTD Gross Income employee benefit defined benefit$264,00076
YTD Gross Income from other retirement accounts$822,000111
YTD Gross Income corporate trust and agency$35,00076
Investment management and investment advisory agency accounts income$1,668,000141
Foundation and endowment and agency accounts income$421,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$270,000101
YTD Gross income other trust accounts$91,000114
Gross Fiduciary activities income$5,690,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,261,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000241
YTD Gross Income employee benefit defined benefit$230,00071
YTD Gross Income from other retirement accounts$459,000130
YTD Gross Income corporate trust and agency$26,00076
Investment management and investment advisory agency accounts income$917,000158
Foundation and endowment and agency accounts income$281,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$171,000104
YTD Gross income other trust accounts$78,000107
Gross Fiduciary activities income$3,452,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$557,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000239
YTD Gross Income employee benefit defined benefit$131,00065
YTD Gross Income from other retirement accounts$186,000147
YTD Gross Income corporate trust and agency$10,00074
Investment management and investment advisory agency accounts income$358,000178
Foundation and endowment and agency accounts income$139,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,00093
YTD Gross income other trust accounts$4,000157
Gross Fiduciary activities income$1,498,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,322,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000275
YTD Gross Income employee benefit defined benefit$231,00088
YTD Gross Income from other retirement accounts$698,000152
YTD Gross Income corporate trust and agency$53,00082
Investment management and investment advisory agency accounts income$1,337,000182
Foundation and endowment and agency accounts income$572,00084
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$361,000101
YTD Gross income other trust accounts$75,000146
Gross Fiduciary activities income$5,710,000183
YTD fiduciary expense (Dec. only)$3,749,000192
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$738,00047
YTD net fiduciary income (Dec. only)$2,699,000124
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,747,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000240
YTD Gross Income employee benefit defined benefit$184,00084
YTD Gross Income from other retirement accounts$520,000148
YTD Gross Income corporate trust and agency$44,00070
Investment management and investment advisory agency accounts income$993,000184
Foundation and endowment and agency accounts income$436,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$259,000104
YTD Gross income other trust accounts$37,000144
Gross Fiduciary activities income$4,268,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,140,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000240
YTD Gross Income employee benefit defined benefit$150,00079
YTD Gross Income from other retirement accounts$342,000148
YTD Gross Income corporate trust and agency$34,00070
Investment management and investment advisory agency accounts income$679,000180
Foundation and endowment and agency accounts income$272,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$162,000107
YTD Gross income other trust accounts$17,000162
Gross Fiduciary activities income$2,828,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$561,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000238
YTD Gross Income employee benefit defined benefit$122,00065
YTD Gross Income from other retirement accounts$165,000152
YTD Gross Income corporate trust and agency$13,00072
Investment management and investment advisory agency accounts income$339,000181
Foundation and endowment and agency accounts income$134,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000100
YTD Gross income other trust accounts$10,000141
Gross Fiduciary activities income$1,445,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,156,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000285
YTD Gross Income employee benefit defined benefit$228,00092
YTD Gross Income from other retirement accounts$582,000164
YTD Gross Income corporate trust and agency$50,00086
Investment management and investment advisory agency accounts income$1,221,000193
Foundation and endowment and agency accounts income$521,00087
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$230,000147
YTD Gross income other trust accounts$64,000154
Gross Fiduciary activities income$5,113,000196
YTD fiduciary expense (Dec. only)$3,580,000192
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$742,00047
YTD net fiduciary income (Dec. only)$2,275,000151
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,638,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000247
YTD Gross Income employee benefit defined benefit$189,00087
YTD Gross Income from other retirement accounts$435,000163
YTD Gross Income corporate trust and agency$44,00071
Investment management and investment advisory agency accounts income$910,000191
Foundation and endowment and agency accounts income$394,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,000148
YTD Gross income other trust accounts$32,000148
Gross Fiduciary activities income$3,855,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,071,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000247
YTD Gross Income employee benefit defined benefit$147,00085
YTD Gross Income from other retirement accounts$293,000164
YTD Gross Income corporate trust and agency$26,00075
Investment management and investment advisory agency accounts income$618,000193
Foundation and endowment and agency accounts income$270,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000152
YTD Gross income other trust accounts$32,000140
Gross Fiduciary activities income$2,591,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$535,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000247
YTD Gross Income employee benefit defined benefit$37,000106
YTD Gross Income from other retirement accounts$150,000162
YTD Gross Income corporate trust and agency$14,00069
Investment management and investment advisory agency accounts income$250,000220
Foundation and endowment and agency accounts income$184,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$121,00093
YTD Gross income other trust accounts$4,000167
Gross Fiduciary activities income$1,310,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,307,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000295
YTD Gross Income employee benefit defined benefit$75,000138
YTD Gross Income from other retirement accounts$587,000160
YTD Gross Income corporate trust and agency$44,00094
Investment management and investment advisory agency accounts income$1,217,000190
Foundation and endowment and agency accounts income$527,00086
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$357,000107
YTD Gross income other trust accounts$38,000176
Gross Fiduciary activities income$5,206,000191
YTD fiduciary expense (Dec. only)$3,726,000186
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$761,00046
YTD net fiduciary income (Dec. only)$2,241,000147
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,785,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000255
YTD Gross Income employee benefit defined benefit$62,000127
YTD Gross Income from other retirement accounts$437,000156
YTD Gross Income corporate trust and agency$39,00073
Investment management and investment advisory agency accounts income$870,000194
Foundation and endowment and agency accounts income$393,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$279,000104
YTD Gross income other trust accounts$37,000153
Gross Fiduciary activities income$3,942,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,195,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000256
YTD Gross Income employee benefit defined benefit$49,000124
YTD Gross Income from other retirement accounts$285,000160
YTD Gross Income corporate trust and agency$24,00072
Investment management and investment advisory agency accounts income$597,000194
Foundation and endowment and agency accounts income$255,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,000104
YTD Gross income other trust accounts$34,000130
Gross Fiduciary activities income$2,657,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$549,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000256
YTD Gross Income employee benefit defined benefit$35,000107
YTD Gross Income from other retirement accounts$144,000157
YTD Gross Income corporate trust and agency$12,00067
Investment management and investment advisory agency accounts income$290,000196
Foundation and endowment and agency accounts income$126,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000100
YTD Gross income other trust accounts$4,000168
Gross Fiduciary activities income$1,281,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,142,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000295
YTD Gross Income employee benefit defined benefit$82,000130
YTD Gross Income from other retirement accounts$541,000157
YTD Gross Income corporate trust and agency$44,00095
Investment management and investment advisory agency accounts income$1,152,000185
Foundation and endowment and agency accounts income$436,00092
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$340,000112
YTD Gross income other trust accounts$37,000177
Gross Fiduciary activities income$4,827,000190
YTD fiduciary expense (Dec. only)$3,522,000181
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$714,00050
YTD net fiduciary income (Dec. only)$2,019,000144
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,670,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000258
YTD Gross Income employee benefit defined benefit$64,000122
YTD Gross Income from other retirement accounts$406,000150
YTD Gross Income corporate trust and agency$35,00070
Investment management and investment advisory agency accounts income$869,000181
Foundation and endowment and agency accounts income$312,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$257,000108
YTD Gross income other trust accounts$36,000145
Gross Fiduciary activities income$3,685,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,200,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000258
YTD Gross Income employee benefit defined benefit$50,000115
YTD Gross Income from other retirement accounts$274,000147
YTD Gross Income corporate trust and agency$21,00074
Investment management and investment advisory agency accounts income$592,000176
Foundation and endowment and agency accounts income$193,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$188,00099
YTD Gross income other trust accounts$35,000133
Gross Fiduciary activities income$2,577,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$549,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000262
YTD Gross Income employee benefit defined benefit$37,000103
YTD Gross Income from other retirement accounts$139,000145
YTD Gross Income corporate trust and agency$9,00069
Investment management and investment advisory agency accounts income$319,000172
Foundation and endowment and agency accounts income$69,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,00093
YTD Gross income other trust accounts$4,000161
Gross Fiduciary activities income$1,249,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,951,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000317
YTD Gross Income employee benefit defined benefit$100,000118
YTD Gross Income from other retirement accounts$472,000159
YTD Gross Income corporate trust and agency$63,00083
Investment management and investment advisory agency accounts income$1,077,000181
Foundation and endowment and agency accounts income$470,00081
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$337,000106
YTD Gross income other trust accounts$38,000180
Gross Fiduciary activities income$4,545,000189
YTD fiduciary expense (Dec. only)$3,236,000180
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$675,00049
YTD net fiduciary income (Dec. only)$1,984,000132
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,384,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000244
YTD Gross Income employee benefit defined benefit$62,000121
YTD Gross Income from other retirement accounts$345,000158
YTD Gross Income corporate trust and agency$51,00067
Investment management and investment advisory agency accounts income$737,000191
Foundation and endowment and agency accounts income$333,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$251,000106
YTD Gross income other trust accounts$36,000137
Gross Fiduciary activities income$3,248,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$935,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000249
YTD Gross Income employee benefit defined benefit$48,000116
YTD Gross Income from other retirement accounts$224,000162
YTD Gross Income corporate trust and agency$34,00068
Investment management and investment advisory agency accounts income$479,000190
Foundation and endowment and agency accounts income$224,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$172,000105
YTD Gross income other trust accounts$35,000128
Gross Fiduciary activities income$2,179,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$469,000155
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$14,000132
YTD Gross Income from other retirement accounts$113,000161
YTD Gross Income corporate trust and agency$22,00065
Investment management and investment advisory agency accounts income$234,000191
Foundation and endowment and agency accounts income$110,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000101
YTD Gross income other trust accounts$6,000148
Gross Fiduciary activities income$1,103,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,564,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000296
YTD Gross Income employee benefit defined benefit$67,000129
YTD Gross Income from other retirement accounts$363,000180
YTD Gross Income corporate trust and agency$48,00097
Investment management and investment advisory agency accounts income$837,000198
Foundation and endowment and agency accounts income$347,00093
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$241,000124
YTD Gross income other trust accounts$17,000226
Gross Fiduciary activities income$3,538,000176
YTD fiduciary expense (Dec. only)$2,686,000197
YTD fiduciary net loss (Dec. only)$48,00083
YTD fiduciary intracompany income (Dec. only)$531,00057
YTD net fiduciary income (Dec. only)$1,335,000156
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,104,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000249
YTD Gross Income employee benefit defined benefit$56,000124
YTD Gross Income from other retirement accounts$253,000189
YTD Gross Income corporate trust and agency$41,00078
Investment management and investment advisory agency accounts income$605,000204
Foundation and endowment and agency accounts income$240,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$185,000126
YTD Gross income other trust accounts$11,000179
Gross Fiduciary activities income$2,537,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$668,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000251
YTD Gross Income employee benefit defined benefit$41,000125
YTD Gross Income from other retirement accounts$145,000207
YTD Gross Income corporate trust and agency$30,00076
Investment management and investment advisory agency accounts income$334,000222
Foundation and endowment and agency accounts income$130,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000128
YTD Gross income other trust accounts$11,000174
Gross Fiduciary activities income$1,508,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$241,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000252
YTD Gross Income employee benefit defined benefit$31,000110
YTD Gross Income from other retirement accounts$46,000260
YTD Gross Income corporate trust and agency$13,00075
Investment management and investment advisory agency accounts income$117,000260
Foundation and endowment and agency accounts income$36,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000123
YTD Gross income other trust accounts$5,000166
Gross Fiduciary activities income$569,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$860,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000285
YTD Gross Income employee benefit defined benefit$57,000140
YTD Gross Income from other retirement accounts$177,000280
YTD Gross Income corporate trust and agency$56,00091
Investment management and investment advisory agency accounts income$447,000271
Foundation and endowment and agency accounts income$138,000148
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$145,000176
YTD Gross income other trust accounts$27,000217
Gross Fiduciary activities income$1,978,000262
YTD fiduciary expense (Dec. only)$1,841,000253
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$459,00061
YTD net fiduciary income (Dec. only)$596,000248
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$644,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000276
YTD Gross Income employee benefit defined benefit$134,00095
YTD Gross Income from other retirement accounts$129,000241
YTD Gross Income corporate trust and agency$42,00082
Investment management and investment advisory agency accounts income$336,000238
Foundation and endowment and agency accounts income$103,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000241
YTD Gross income other trust accounts$18,000173
Gross Fiduciary activities income$1,481,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$410,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000214
YTD Gross Income employee benefit defined benefit$61,000115
YTD Gross Income from other retirement accounts$87,000244
YTD Gross Income corporate trust and agency$28,00085
Investment management and investment advisory agency accounts income$229,000238
Foundation and endowment and agency accounts income$69,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000240
YTD Gross income other trust accounts$11,000176
Gross Fiduciary activities income$992,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$216,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000228
YTD Gross Income employee benefit defined benefit$46,00096
YTD Gross Income from other retirement accounts$45,000239
YTD Gross Income corporate trust and agency$15,00079
Investment management and investment advisory agency accounts income$111,000243
Foundation and endowment and agency accounts income$35,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000187
YTD Gross income other trust accounts$4,000176
Gross Fiduciary activities income$525,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$867,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000258
YTD Gross Income employee benefit defined benefit$128,000107
YTD Gross Income from other retirement accounts$187,000250
YTD Gross Income corporate trust and agency$53,000105
Investment management and investment advisory agency accounts income$417,000271
Foundation and endowment and agency accounts income$59,000184
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$61,000295
YTD Gross income other trust accounts$16,000256
Gross Fiduciary activities income$1,879,000259
YTD fiduciary expense (Dec. only)$1,956,000233
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$328,00066
YTD net fiduciary income (Dec. only)$251,000358
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$655,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000232
YTD Gross Income employee benefit defined benefit$106,000100
YTD Gross Income from other retirement accounts$147,000221
YTD Gross Income corporate trust and agency$42,00089
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$32,000258
YTD Gross income other trust accounts$10,000192
Gross Fiduciary activities income$1,412,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$429,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000231
YTD Gross Income employee benefit defined benefit$79,00097
YTD Gross Income from other retirement accounts$109,000211
YTD Gross Income corporate trust and agency$36,00080
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$30,000253
YTD Gross income other trust accounts$10,000192
Gross Fiduciary activities income$973,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$202,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000226
YTD Gross Income employee benefit defined benefit$56,00082
YTD Gross Income from other retirement accounts$45,000229
YTD Gross Income corporate trust and agency$8,00096
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$16,000248
YTD Gross income other trust accounts$8,000173
Gross Fiduciary activities income$477,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,103,000255
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
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,701,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,142,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$545,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,251,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,695,000255
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
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,171,000259
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
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$603,000255
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
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$18,000130
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,382,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,836,000241
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
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,322,000235
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
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$730,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$67,000106
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,132,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,573,000259
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
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,018,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$514,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$78,00097
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,213,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,308,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,551,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$815,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,602,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,600,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,768,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$859,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,231,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,058,000223
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
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,549,000255
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
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,344,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,922,000329
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,725,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,523,000405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,447,000449
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,379,000449
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,113,000518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$898,000579
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA