Home > Community Bank > Gross Fiduciary and Related Services Income
Community Bank, Gross Fiduciary and Related Services Income
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,633,000 | 141 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $52,000 | 237 |
YTD Gross Income employee benefit defined benefit | $520,000 | 56 |
YTD Gross Income from other retirement accounts | $1,765,000 | 107 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $4,098,000 | 171 |
Foundation and endowment and agency accounts income | $991,000 | 83 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $411,000 | 113 |
YTD Gross income other trust accounts | $319,000 | 83 |
Gross Fiduciary activities income | $11,789,000 | 156 |
YTD fiduciary expense (Dec. only) | $7,841,000 | 158 |
YTD fiduciary net loss (Dec. only) | $0 | 213 |
YTD fiduciary intracompany income (Dec. only) | $1,148,000 | 47 |
YTD net fiduciary income (Dec. only) | $5,096,000 | 128 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,831,000 | 139 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $26,000 | 228 |
YTD Gross Income employee benefit defined benefit | $367,000 | 49 |
YTD Gross Income from other retirement accounts | $875,000 | 104 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $2,042,000 | 168 |
Foundation and endowment and agency accounts income | $501,000 | 81 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $210,000 | 110 |
YTD Gross income other trust accounts | $309,000 | 71 |
Gross Fiduciary activities income | $6,161,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $924,000 | 148 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 208 |
YTD Gross Income employee benefit defined benefit | $304,000 | 38 |
YTD Gross Income from other retirement accounts | $427,000 | 110 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $995,000 | 129 |
Foundation and endowment and agency accounts income | $251,000 | 87 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $101,000 | 117 |
YTD Gross income other trust accounts | $300,000 | 49 |
Gross Fiduciary activities income | $3,315,000 | 149 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,965,000 | 140 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $54,000 | 248 |
YTD Gross Income employee benefit defined benefit | $527,000 | 64 |
YTD Gross Income from other retirement accounts | $1,816,000 | 110 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $3,814,000 | 135 |
Foundation and endowment and agency accounts income | $1,057,000 | 84 |
YTD Gross income other trust and agency accounts | $0 | 118 |
YTD Gross income custody and safekeeping agency accounts | $350,000 | 122 |
YTD Gross income other trust accounts | $181,000 | 113 |
Gross Fiduciary activities income | $11,764,000 | 161 |
YTD fiduciary expense (Dec. only) | $7,344,000 | 159 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $1,167,000 | 49 |
YTD net fiduciary income (Dec. only) | $5,587,000 | 127 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,983,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $41,000 | 224 |
YTD Gross Income employee benefit defined benefit | $452,000 | 61 |
YTD Gross Income from other retirement accounts | $1,374,000 | 107 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $2,864,000 | 133 |
Foundation and endowment and agency accounts income | $808,000 | 84 |
YTD Gross income other trust and agency accounts | $0 | 93 |
YTD Gross income custody and safekeeping agency accounts | $265,000 | 119 |
YTD Gross income other trust accounts | $174,000 | 97 |
Gross Fiduciary activities income | $8,961,000 | 161 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,036,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $28,000 | 237 |
YTD Gross Income employee benefit defined benefit | $386,000 | 48 |
YTD Gross Income from other retirement accounts | $936,000 | 104 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $1,928,000 | 123 |
Foundation and endowment and agency accounts income | $548,000 | 72 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $172,000 | 105 |
YTD Gross income other trust accounts | $170,000 | 78 |
Gross Fiduciary activities income | $6,204,000 | 133 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,039,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 212 |
YTD Gross Income employee benefit defined benefit | $304,000 | 35 |
YTD Gross Income from other retirement accounts | $485,000 | 106 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $980,000 | 124 |
Foundation and endowment and agency accounts income | $276,000 | 75 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $86,000 | 111 |
YTD Gross income other trust accounts | $166,000 | 49 |
Gross Fiduciary activities income | $3,351,000 | 127 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,562,000 | 110 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $58,000 | 235 |
YTD Gross Income employee benefit defined benefit | $501,000 | 60 |
YTD Gross Income from other retirement accounts | $1,959,000 | 102 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $3,870,000 | 123 |
Foundation and endowment and agency accounts income | $1,055,000 | 74 |
YTD Gross income other trust and agency accounts | $0 | 101 |
YTD Gross income custody and safekeeping agency accounts | $369,000 | 101 |
YTD Gross income other trust accounts | $188,000 | 94 |
Gross Fiduciary activities income | $12,562,000 | 131 |
YTD fiduciary expense (Dec. only) | $7,481,000 | 131 |
YTD fiduciary net loss (Dec. only) | $0 | 181 |
YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
YTD net fiduciary income (Dec. only) | $5,081,000 | 121 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,211,000 | 115 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $43,000 | 214 |
YTD Gross Income employee benefit defined benefit | $430,000 | 53 |
YTD Gross Income from other retirement accounts | $1,464,000 | 102 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $2,875,000 | 122 |
Foundation and endowment and agency accounts income | $777,000 | 73 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $276,000 | 101 |
YTD Gross income other trust accounts | $173,000 | 87 |
Gross Fiduciary activities income | $9,249,000 | 135 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,228,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $29,000 | 238 |
YTD Gross Income employee benefit defined benefit | $358,000 | 48 |
YTD Gross Income from other retirement accounts | $966,000 | 103 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $1,895,000 | 124 |
Foundation and endowment and agency accounts income | $515,000 | 74 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $182,000 | 103 |
YTD Gross income other trust accounts | $166,000 | 81 |
Gross Fiduciary activities income | $6,339,000 | 128 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,001,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 217 |
YTD Gross Income employee benefit defined benefit | $288,000 | 37 |
YTD Gross Income from other retirement accounts | $481,000 | 100 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $928,000 | 126 |
Foundation and endowment and agency accounts income | $252,000 | 72 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $91,000 | 100 |
YTD Gross income other trust accounts | $147,000 | 54 |
Gross Fiduciary activities income | $3,202,000 | 126 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,791,000 | 118 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $60,000 | 245 |
YTD Gross Income employee benefit defined benefit | $479,000 | 59 |
YTD Gross Income from other retirement accounts | $1,642,000 | 105 |
YTD Gross Income corporate trust and agency | $7,000 | 104 |
Investment management and investment advisory agency accounts income | $3,261,000 | 126 |
Foundation and endowment and agency accounts income | $957,000 | 72 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $374,000 | 104 |
YTD Gross income other trust accounts | $148,000 | 109 |
Gross Fiduciary activities income | $10,719,000 | 133 |
YTD fiduciary expense (Dec. only) | $6,839,000 | 133 |
YTD fiduciary net loss (Dec. only) | $0 | 180 |
YTD fiduciary intracompany income (Dec. only) | $1,041,000 | 42 |
YTD net fiduciary income (Dec. only) | $4,921,000 | 104 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,629,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $46,000 | 216 |
YTD Gross Income employee benefit defined benefit | $428,000 | 52 |
YTD Gross Income from other retirement accounts | $1,186,000 | 104 |
YTD Gross Income corporate trust and agency | $7,000 | 83 |
Investment management and investment advisory agency accounts income | $2,379,000 | 125 |
Foundation and endowment and agency accounts income | $714,000 | 71 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $285,000 | 103 |
YTD Gross income other trust accounts | $147,000 | 93 |
Gross Fiduciary activities income | $7,821,000 | 135 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,766,000 | 123 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $32,000 | 237 |
YTD Gross Income employee benefit defined benefit | $364,000 | 49 |
YTD Gross Income from other retirement accounts | $737,000 | 109 |
YTD Gross Income corporate trust and agency | $7,000 | 83 |
Investment management and investment advisory agency accounts income | $1,509,000 | 127 |
Foundation and endowment and agency accounts income | $470,000 | 69 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $192,000 | 107 |
YTD Gross income other trust accounts | $141,000 | 90 |
Gross Fiduciary activities income | $5,218,000 | 135 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $815,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 212 |
YTD Gross Income employee benefit defined benefit | $304,000 | 35 |
YTD Gross Income from other retirement accounts | $379,000 | 107 |
YTD Gross Income corporate trust and agency | $3,000 | 78 |
Investment management and investment advisory agency accounts income | $774,000 | 128 |
Foundation and endowment and agency accounts income | $208,000 | 78 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $100,000 | 103 |
YTD Gross income other trust accounts | $129,000 | 66 |
Gross Fiduciary activities income | $2,728,000 | 137 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,281,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $69,000 | 227 |
YTD Gross Income employee benefit defined benefit | $469,000 | 63 |
YTD Gross Income from other retirement accounts | $1,529,000 | 101 |
YTD Gross Income corporate trust and agency | $35,000 | 75 |
Investment management and investment advisory agency accounts income | $2,962,000 | 124 |
Foundation and endowment and agency accounts income | $818,000 | 76 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $413,000 | 102 |
YTD Gross income other trust accounts | $135,000 | 115 |
Gross Fiduciary activities income | $9,711,000 | 142 |
YTD fiduciary expense (Dec. only) | $6,483,000 | 139 |
YTD fiduciary net loss (Dec. only) | $0 | 159 |
YTD fiduciary intracompany income (Dec. only) | $878,000 | 44 |
YTD net fiduciary income (Dec. only) | $4,106,000 | 114 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,456,000 | 129 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $48,000 | 214 |
YTD Gross Income employee benefit defined benefit | $404,000 | 57 |
YTD Gross Income from other retirement accounts | $1,139,000 | 99 |
YTD Gross Income corporate trust and agency | $27,000 | 68 |
Investment management and investment advisory agency accounts income | $2,190,000 | 123 |
Foundation and endowment and agency accounts income | $608,000 | 78 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $319,000 | 99 |
YTD Gross income other trust accounts | $133,000 | 101 |
Gross Fiduciary activities income | $7,324,000 | 142 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,611,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $34,000 | 228 |
YTD Gross Income employee benefit defined benefit | $329,000 | 52 |
YTD Gross Income from other retirement accounts | $754,000 | 102 |
YTD Gross Income corporate trust and agency | $15,000 | 76 |
Investment management and investment advisory agency accounts income | $1,426,000 | 127 |
Foundation and endowment and agency accounts income | $404,000 | 74 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $203,000 | 102 |
YTD Gross income other trust accounts | $130,000 | 87 |
Gross Fiduciary activities income | $4,906,000 | 144 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $772,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 232 |
YTD Gross Income employee benefit defined benefit | $269,000 | 39 |
YTD Gross Income from other retirement accounts | $375,000 | 101 |
YTD Gross Income corporate trust and agency | $8,000 | 73 |
Investment management and investment advisory agency accounts income | $733,000 | 123 |
Foundation and endowment and agency accounts income | $188,000 | 79 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $108,000 | 98 |
YTD Gross income other trust accounts | $100,000 | 70 |
Gross Fiduciary activities income | $2,569,000 | 139 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,157,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $94,000 | 230 |
YTD Gross Income employee benefit defined benefit | $409,000 | 72 |
YTD Gross Income from other retirement accounts | $1,541,000 | 96 |
YTD Gross Income corporate trust and agency | $40,000 | 82 |
Investment management and investment advisory agency accounts income | $2,822,000 | 130 |
Foundation and endowment and agency accounts income | $788,000 | 75 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $417,000 | 101 |
YTD Gross income other trust accounts | $127,000 | 113 |
Gross Fiduciary activities income | $9,395,000 | 147 |
YTD fiduciary expense (Dec. only) | $5,910,000 | 143 |
YTD fiduciary net loss (Dec. only) | $0 | 192 |
YTD fiduciary intracompany income (Dec. only) | $859,000 | 44 |
YTD net fiduciary income (Dec. only) | $4,344,000 | 114 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,421,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $72,000 | 221 |
YTD Gross Income employee benefit defined benefit | $351,000 | 69 |
YTD Gross Income from other retirement accounts | $1,155,000 | 92 |
YTD Gross Income corporate trust and agency | $28,000 | 74 |
Investment management and investment advisory agency accounts income | $2,175,000 | 125 |
Foundation and endowment and agency accounts income | $544,000 | 80 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $315,000 | 102 |
YTD Gross income other trust accounts | $121,000 | 103 |
Gross Fiduciary activities income | $7,182,000 | 145 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,581,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $49,000 | 224 |
YTD Gross Income employee benefit defined benefit | $282,000 | 64 |
YTD Gross Income from other retirement accounts | $776,000 | 91 |
YTD Gross Income corporate trust and agency | $22,000 | 69 |
Investment management and investment advisory agency accounts income | $1,452,000 | 124 |
Foundation and endowment and agency accounts income | $366,000 | 79 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $216,000 | 100 |
YTD Gross income other trust accounts | $118,000 | 91 |
Gross Fiduciary activities income | $4,862,000 | 143 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $793,000 | 133 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $21,000 | 237 |
YTD Gross Income employee benefit defined benefit | $230,000 | 44 |
YTD Gross Income from other retirement accounts | $398,000 | 91 |
YTD Gross Income corporate trust and agency | $8,000 | 78 |
Investment management and investment advisory agency accounts income | $747,000 | 124 |
Foundation and endowment and agency accounts income | $174,000 | 78 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $102,000 | 98 |
YTD Gross income other trust accounts | $70,000 | 83 |
Gross Fiduciary activities income | $2,543,000 | 143 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,897,000 | 134 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $52,000 | 279 |
YTD Gross Income employee benefit defined benefit | $328,000 | 78 |
YTD Gross Income from other retirement accounts | $1,198,000 | 102 |
YTD Gross Income corporate trust and agency | $43,000 | 90 |
Investment management and investment advisory agency accounts income | $2,370,000 | 134 |
Foundation and endowment and agency accounts income | $642,000 | 82 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $359,000 | 105 |
YTD Gross income other trust accounts | $97,000 | 137 |
Gross Fiduciary activities income | $7,986,000 | 158 |
YTD fiduciary expense (Dec. only) | $5,542,000 | 146 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $840,000 | 44 |
YTD net fiduciary income (Dec. only) | $3,284,000 | 126 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,079,000 | 136 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $40,000 | 247 |
YTD Gross Income employee benefit defined benefit | $264,000 | 76 |
YTD Gross Income from other retirement accounts | $822,000 | 111 |
YTD Gross Income corporate trust and agency | $35,000 | 76 |
Investment management and investment advisory agency accounts income | $1,668,000 | 141 |
Foundation and endowment and agency accounts income | $421,000 | 88 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $270,000 | 101 |
YTD Gross income other trust accounts | $91,000 | 114 |
Gross Fiduciary activities income | $5,690,000 | 161 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,261,000 | 151 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $29,000 | 241 |
YTD Gross Income employee benefit defined benefit | $230,000 | 71 |
YTD Gross Income from other retirement accounts | $459,000 | 130 |
YTD Gross Income corporate trust and agency | $26,000 | 76 |
Investment management and investment advisory agency accounts income | $917,000 | 158 |
Foundation and endowment and agency accounts income | $281,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $171,000 | 104 |
YTD Gross income other trust accounts | $78,000 | 107 |
Gross Fiduciary activities income | $3,452,000 | 169 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $557,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 239 |
YTD Gross Income employee benefit defined benefit | $131,000 | 65 |
YTD Gross Income from other retirement accounts | $186,000 | 147 |
YTD Gross Income corporate trust and agency | $10,000 | 74 |
Investment management and investment advisory agency accounts income | $358,000 | 178 |
Foundation and endowment and agency accounts income | $139,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $97,000 | 93 |
YTD Gross income other trust accounts | $4,000 | 157 |
Gross Fiduciary activities income | $1,498,000 | 184 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,322,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $61,000 | 275 |
YTD Gross Income employee benefit defined benefit | $231,000 | 88 |
YTD Gross Income from other retirement accounts | $698,000 | 152 |
YTD Gross Income corporate trust and agency | $53,000 | 82 |
Investment management and investment advisory agency accounts income | $1,337,000 | 182 |
Foundation and endowment and agency accounts income | $572,000 | 84 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $361,000 | 101 |
YTD Gross income other trust accounts | $75,000 | 146 |
Gross Fiduciary activities income | $5,710,000 | 183 |
YTD fiduciary expense (Dec. only) | $3,749,000 | 192 |
YTD fiduciary net loss (Dec. only) | $0 | 176 |
YTD fiduciary intracompany income (Dec. only) | $738,000 | 47 |
YTD net fiduciary income (Dec. only) | $2,699,000 | 124 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,747,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $48,000 | 240 |
YTD Gross Income employee benefit defined benefit | $184,000 | 84 |
YTD Gross Income from other retirement accounts | $520,000 | 148 |
YTD Gross Income corporate trust and agency | $44,000 | 70 |
Investment management and investment advisory agency accounts income | $993,000 | 184 |
Foundation and endowment and agency accounts income | $436,000 | 82 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $259,000 | 104 |
YTD Gross income other trust accounts | $37,000 | 144 |
Gross Fiduciary activities income | $4,268,000 | 184 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,140,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $32,000 | 240 |
YTD Gross Income employee benefit defined benefit | $150,000 | 79 |
YTD Gross Income from other retirement accounts | $342,000 | 148 |
YTD Gross Income corporate trust and agency | $34,000 | 70 |
Investment management and investment advisory agency accounts income | $679,000 | 180 |
Foundation and endowment and agency accounts income | $272,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $162,000 | 107 |
YTD Gross income other trust accounts | $17,000 | 162 |
Gross Fiduciary activities income | $2,828,000 | 185 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $561,000 | 153 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 238 |
YTD Gross Income employee benefit defined benefit | $122,000 | 65 |
YTD Gross Income from other retirement accounts | $165,000 | 152 |
YTD Gross Income corporate trust and agency | $13,000 | 72 |
Investment management and investment advisory agency accounts income | $339,000 | 181 |
Foundation and endowment and agency accounts income | $134,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $85,000 | 100 |
YTD Gross income other trust accounts | $10,000 | 141 |
Gross Fiduciary activities income | $1,445,000 | 183 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,156,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $61,000 | 285 |
YTD Gross Income employee benefit defined benefit | $228,000 | 92 |
YTD Gross Income from other retirement accounts | $582,000 | 164 |
YTD Gross Income corporate trust and agency | $50,000 | 86 |
Investment management and investment advisory agency accounts income | $1,221,000 | 193 |
Foundation and endowment and agency accounts income | $521,000 | 87 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $230,000 | 147 |
YTD Gross income other trust accounts | $64,000 | 154 |
Gross Fiduciary activities income | $5,113,000 | 196 |
YTD fiduciary expense (Dec. only) | $3,580,000 | 192 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $742,000 | 47 |
YTD net fiduciary income (Dec. only) | $2,275,000 | 151 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,638,000 | 160 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $47,000 | 247 |
YTD Gross Income employee benefit defined benefit | $189,000 | 87 |
YTD Gross Income from other retirement accounts | $435,000 | 163 |
YTD Gross Income corporate trust and agency | $44,000 | 71 |
Investment management and investment advisory agency accounts income | $910,000 | 191 |
Foundation and endowment and agency accounts income | $394,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $166,000 | 148 |
YTD Gross income other trust accounts | $32,000 | 148 |
Gross Fiduciary activities income | $3,855,000 | 194 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,071,000 | 162 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $31,000 | 247 |
YTD Gross Income employee benefit defined benefit | $147,000 | 85 |
YTD Gross Income from other retirement accounts | $293,000 | 164 |
YTD Gross Income corporate trust and agency | $26,000 | 75 |
Investment management and investment advisory agency accounts income | $618,000 | 193 |
Foundation and endowment and agency accounts income | $270,000 | 87 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $103,000 | 152 |
YTD Gross income other trust accounts | $32,000 | 140 |
Gross Fiduciary activities income | $2,591,000 | 197 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $535,000 | 165 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 247 |
YTD Gross Income employee benefit defined benefit | $37,000 | 106 |
YTD Gross Income from other retirement accounts | $150,000 | 162 |
YTD Gross Income corporate trust and agency | $14,000 | 69 |
Investment management and investment advisory agency accounts income | $250,000 | 220 |
Foundation and endowment and agency accounts income | $184,000 | 68 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $121,000 | 93 |
YTD Gross income other trust accounts | $4,000 | 167 |
Gross Fiduciary activities income | $1,310,000 | 198 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,307,000 | 150 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $54,000 | 295 |
YTD Gross Income employee benefit defined benefit | $75,000 | 138 |
YTD Gross Income from other retirement accounts | $587,000 | 160 |
YTD Gross Income corporate trust and agency | $44,000 | 94 |
Investment management and investment advisory agency accounts income | $1,217,000 | 190 |
Foundation and endowment and agency accounts income | $527,000 | 86 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $357,000 | 107 |
YTD Gross income other trust accounts | $38,000 | 176 |
Gross Fiduciary activities income | $5,206,000 | 191 |
YTD fiduciary expense (Dec. only) | $3,726,000 | 186 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $761,000 | 46 |
YTD net fiduciary income (Dec. only) | $2,241,000 | 147 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,785,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $40,000 | 255 |
YTD Gross Income employee benefit defined benefit | $62,000 | 127 |
YTD Gross Income from other retirement accounts | $437,000 | 156 |
YTD Gross Income corporate trust and agency | $39,000 | 73 |
Investment management and investment advisory agency accounts income | $870,000 | 194 |
Foundation and endowment and agency accounts income | $393,000 | 84 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $279,000 | 104 |
YTD Gross income other trust accounts | $37,000 | 153 |
Gross Fiduciary activities income | $3,942,000 | 189 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,195,000 | 145 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $26,000 | 256 |
YTD Gross Income employee benefit defined benefit | $49,000 | 124 |
YTD Gross Income from other retirement accounts | $285,000 | 160 |
YTD Gross Income corporate trust and agency | $24,000 | 72 |
Investment management and investment advisory agency accounts income | $597,000 | 194 |
Foundation and endowment and agency accounts income | $255,000 | 85 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $192,000 | 104 |
YTD Gross income other trust accounts | $34,000 | 130 |
Gross Fiduciary activities income | $2,657,000 | 187 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $549,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 256 |
YTD Gross Income employee benefit defined benefit | $35,000 | 107 |
YTD Gross Income from other retirement accounts | $144,000 | 157 |
YTD Gross Income corporate trust and agency | $12,000 | 67 |
Investment management and investment advisory agency accounts income | $290,000 | 196 |
Foundation and endowment and agency accounts income | $126,000 | 83 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $108,000 | 100 |
YTD Gross income other trust accounts | $4,000 | 168 |
Gross Fiduciary activities income | $1,281,000 | 193 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,142,000 | 152 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $53,000 | 295 |
YTD Gross Income employee benefit defined benefit | $82,000 | 130 |
YTD Gross Income from other retirement accounts | $541,000 | 157 |
YTD Gross Income corporate trust and agency | $44,000 | 95 |
Investment management and investment advisory agency accounts income | $1,152,000 | 185 |
Foundation and endowment and agency accounts income | $436,000 | 92 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $340,000 | 112 |
YTD Gross income other trust accounts | $37,000 | 177 |
Gross Fiduciary activities income | $4,827,000 | 190 |
YTD fiduciary expense (Dec. only) | $3,522,000 | 181 |
YTD fiduciary net loss (Dec. only) | $0 | 189 |
YTD fiduciary intracompany income (Dec. only) | $714,000 | 50 |
YTD net fiduciary income (Dec. only) | $2,019,000 | 144 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,670,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $36,000 | 258 |
YTD Gross Income employee benefit defined benefit | $64,000 | 122 |
YTD Gross Income from other retirement accounts | $406,000 | 150 |
YTD Gross Income corporate trust and agency | $35,000 | 70 |
Investment management and investment advisory agency accounts income | $869,000 | 181 |
Foundation and endowment and agency accounts income | $312,000 | 93 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $257,000 | 108 |
YTD Gross income other trust accounts | $36,000 | 145 |
Gross Fiduciary activities income | $3,685,000 | 185 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,200,000 | 135 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $24,000 | 258 |
YTD Gross Income employee benefit defined benefit | $50,000 | 115 |
YTD Gross Income from other retirement accounts | $274,000 | 147 |
YTD Gross Income corporate trust and agency | $21,000 | 74 |
Investment management and investment advisory agency accounts income | $592,000 | 176 |
Foundation and endowment and agency accounts income | $193,000 | 92 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $188,000 | 99 |
YTD Gross income other trust accounts | $35,000 | 133 |
Gross Fiduciary activities income | $2,577,000 | 173 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $549,000 | 140 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $11,000 | 262 |
YTD Gross Income employee benefit defined benefit | $37,000 | 103 |
YTD Gross Income from other retirement accounts | $139,000 | 145 |
YTD Gross Income corporate trust and agency | $9,000 | 69 |
Investment management and investment advisory agency accounts income | $319,000 | 172 |
Foundation and endowment and agency accounts income | $69,000 | 108 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $112,000 | 93 |
YTD Gross income other trust accounts | $4,000 | 161 |
Gross Fiduciary activities income | $1,249,000 | 177 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,951,000 | 149 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $37,000 | 317 |
YTD Gross Income employee benefit defined benefit | $100,000 | 118 |
YTD Gross Income from other retirement accounts | $472,000 | 159 |
YTD Gross Income corporate trust and agency | $63,000 | 83 |
Investment management and investment advisory agency accounts income | $1,077,000 | 181 |
Foundation and endowment and agency accounts income | $470,000 | 81 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $337,000 | 106 |
YTD Gross income other trust accounts | $38,000 | 180 |
Gross Fiduciary activities income | $4,545,000 | 189 |
YTD fiduciary expense (Dec. only) | $3,236,000 | 180 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $675,000 | 49 |
YTD net fiduciary income (Dec. only) | $1,984,000 | 132 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,384,000 | 157 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $49,000 | 244 |
YTD Gross Income employee benefit defined benefit | $62,000 | 121 |
YTD Gross Income from other retirement accounts | $345,000 | 158 |
YTD Gross Income corporate trust and agency | $51,000 | 67 |
Investment management and investment advisory agency accounts income | $737,000 | 191 |
Foundation and endowment and agency accounts income | $333,000 | 82 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $251,000 | 106 |
YTD Gross income other trust accounts | $36,000 | 137 |
Gross Fiduciary activities income | $3,248,000 | 190 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $935,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $28,000 | 249 |
YTD Gross Income employee benefit defined benefit | $48,000 | 116 |
YTD Gross Income from other retirement accounts | $224,000 | 162 |
YTD Gross Income corporate trust and agency | $34,000 | 68 |
Investment management and investment advisory agency accounts income | $479,000 | 190 |
Foundation and endowment and agency accounts income | $224,000 | 83 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $172,000 | 105 |
YTD Gross income other trust accounts | $35,000 | 128 |
Gross Fiduciary activities income | $2,179,000 | 192 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $469,000 | 155 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $32,000 | 214 |
YTD Gross Income employee benefit defined benefit | $14,000 | 132 |
YTD Gross Income from other retirement accounts | $113,000 | 161 |
YTD Gross Income corporate trust and agency | $22,000 | 65 |
Investment management and investment advisory agency accounts income | $234,000 | 191 |
Foundation and endowment and agency accounts income | $110,000 | 84 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $103,000 | 101 |
YTD Gross income other trust accounts | $6,000 | 148 |
Gross Fiduciary activities income | $1,103,000 | 188 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,564,000 | 178 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $54,000 | 296 |
YTD Gross Income employee benefit defined benefit | $67,000 | 129 |
YTD Gross Income from other retirement accounts | $363,000 | 180 |
YTD Gross Income corporate trust and agency | $48,000 | 97 |
Investment management and investment advisory agency accounts income | $837,000 | 198 |
Foundation and endowment and agency accounts income | $347,000 | 93 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $241,000 | 124 |
YTD Gross income other trust accounts | $17,000 | 226 |
Gross Fiduciary activities income | $3,538,000 | 176 |
YTD fiduciary expense (Dec. only) | $2,686,000 | 197 |
YTD fiduciary net loss (Dec. only) | $48,000 | 83 |
YTD fiduciary intracompany income (Dec. only) | $531,000 | 57 |
YTD net fiduciary income (Dec. only) | $1,335,000 | 156 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,104,000 | 184 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $42,000 | 249 |
YTD Gross Income employee benefit defined benefit | $56,000 | 124 |
YTD Gross Income from other retirement accounts | $253,000 | 189 |
YTD Gross Income corporate trust and agency | $41,000 | 78 |
Investment management and investment advisory agency accounts income | $605,000 | 204 |
Foundation and endowment and agency accounts income | $240,000 | 102 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $185,000 | 126 |
YTD Gross income other trust accounts | $11,000 | 179 |
Gross Fiduciary activities income | $2,537,000 | 185 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $668,000 | 195 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $30,000 | 251 |
YTD Gross Income employee benefit defined benefit | $41,000 | 125 |
YTD Gross Income from other retirement accounts | $145,000 | 207 |
YTD Gross Income corporate trust and agency | $30,000 | 76 |
Investment management and investment advisory agency accounts income | $334,000 | 222 |
Foundation and endowment and agency accounts income | $130,000 | 111 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $119,000 | 128 |
YTD Gross income other trust accounts | $11,000 | 174 |
Gross Fiduciary activities income | $1,508,000 | 204 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $241,000 | 234 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 252 |
YTD Gross Income employee benefit defined benefit | $31,000 | 110 |
YTD Gross Income from other retirement accounts | $46,000 | 260 |
YTD Gross Income corporate trust and agency | $13,000 | 75 |
Investment management and investment advisory agency accounts income | $117,000 | 260 |
Foundation and endowment and agency accounts income | $36,000 | 142 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $64,000 | 123 |
YTD Gross income other trust accounts | $5,000 | 166 |
Gross Fiduciary activities income | $569,000 | 248 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $860,000 | 246 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $71,000 | 285 |
YTD Gross Income employee benefit defined benefit | $57,000 | 140 |
YTD Gross Income from other retirement accounts | $177,000 | 280 |
YTD Gross Income corporate trust and agency | $56,000 | 91 |
Investment management and investment advisory agency accounts income | $447,000 | 271 |
Foundation and endowment and agency accounts income | $138,000 | 148 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $145,000 | 176 |
YTD Gross income other trust accounts | $27,000 | 217 |
Gross Fiduciary activities income | $1,978,000 | 262 |
YTD fiduciary expense (Dec. only) | $1,841,000 | 253 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $459,000 | 61 |
YTD net fiduciary income (Dec. only) | $596,000 | 248 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $644,000 | 228 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $19,000 | 276 |
YTD Gross Income employee benefit defined benefit | $134,000 | 95 |
YTD Gross Income from other retirement accounts | $129,000 | 241 |
YTD Gross Income corporate trust and agency | $42,000 | 82 |
Investment management and investment advisory agency accounts income | $336,000 | 238 |
Foundation and endowment and agency accounts income | $103,000 | 133 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $56,000 | 241 |
YTD Gross income other trust accounts | $18,000 | 173 |
Gross Fiduciary activities income | $1,481,000 | 261 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $410,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $59,000 | 214 |
YTD Gross Income employee benefit defined benefit | $61,000 | 115 |
YTD Gross Income from other retirement accounts | $87,000 | 244 |
YTD Gross Income corporate trust and agency | $28,000 | 85 |
Investment management and investment advisory agency accounts income | $229,000 | 238 |
Foundation and endowment and agency accounts income | $69,000 | 134 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $38,000 | 240 |
YTD Gross income other trust accounts | $11,000 | 176 |
Gross Fiduciary activities income | $992,000 | 260 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $216,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $21,000 | 228 |
YTD Gross Income employee benefit defined benefit | $46,000 | 96 |
YTD Gross Income from other retirement accounts | $45,000 | 239 |
YTD Gross Income corporate trust and agency | $15,000 | 79 |
Investment management and investment advisory agency accounts income | $111,000 | 243 |
Foundation and endowment and agency accounts income | $35,000 | 134 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $32,000 | 187 |
YTD Gross income other trust accounts | $4,000 | 176 |
Gross Fiduciary activities income | $525,000 | 252 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $867,000 | 243 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $91,000 | 258 |
YTD Gross Income employee benefit defined benefit | $128,000 | 107 |
YTD Gross Income from other retirement accounts | $187,000 | 250 |
YTD Gross Income corporate trust and agency | $53,000 | 105 |
Investment management and investment advisory agency accounts income | $417,000 | 271 |
Foundation and endowment and agency accounts income | $59,000 | 184 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $61,000 | 295 |
YTD Gross income other trust accounts | $16,000 | 256 |
Gross Fiduciary activities income | $1,879,000 | 259 |
YTD fiduciary expense (Dec. only) | $1,956,000 | 233 |
YTD fiduciary net loss (Dec. only) | $0 | 207 |
YTD fiduciary intracompany income (Dec. only) | $328,000 | 66 |
YTD net fiduciary income (Dec. only) | $251,000 | 358 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $655,000 | 223 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $69,000 | 232 |
YTD Gross Income employee benefit defined benefit | $106,000 | 100 |
YTD Gross Income from other retirement accounts | $147,000 | 221 |
YTD Gross Income corporate trust and agency | $42,000 | 89 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $32,000 | 258 |
YTD Gross income other trust accounts | $10,000 | 192 |
Gross Fiduciary activities income | $1,412,000 | 257 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $429,000 | 231 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $48,000 | 231 |
YTD Gross Income employee benefit defined benefit | $79,000 | 97 |
YTD Gross Income from other retirement accounts | $109,000 | 211 |
YTD Gross Income corporate trust and agency | $36,000 | 80 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $30,000 | 253 |
YTD Gross income other trust accounts | $10,000 | 192 |
Gross Fiduciary activities income | $973,000 | 256 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $202,000 | 233 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $28,000 | 226 |
YTD Gross Income employee benefit defined benefit | $56,000 | 82 |
YTD Gross Income from other retirement accounts | $45,000 | 229 |
YTD Gross Income corporate trust and agency | $8,000 | 96 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $16,000 | 248 |
YTD Gross income other trust accounts | $8,000 | 173 |
Gross Fiduciary activities income | $477,000 | 257 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,103,000 | 255 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,701,000 | 250 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,142,000 | 256 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $545,000 | 263 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,251,000 | 257 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,695,000 | 255 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,171,000 | 259 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $603,000 | 255 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $18,000 | 130 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,382,000 | 242 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,836,000 | 241 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,322,000 | 235 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $730,000 | 220 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $67,000 | 106 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,132,000 | 260 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,573,000 | 259 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,018,000 | 263 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $514,000 | 265 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $78,000 | 97 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,213,000 | 199 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,308,000 | 201 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,551,000 | 206 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $815,000 | 192 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,602,000 | 220 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,600,000 | 195 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,768,000 | 198 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $859,000 | 205 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,231,000 | 214 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,058,000 | 223 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,549,000 | 255 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,344,000 | 304 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,922,000 | 329 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,725,000 | 352 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,523,000 | 405 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,447,000 | 449 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,379,000 | 449 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,113,000 | 518 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $898,000 | 579 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |