Home > Country Club Bank > Gross Fiduciary and Related Services Income

Country Club Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,615,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000193
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$2,337,00091
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$6,044,000146
Foundation and endowment and agency accounts income$1,260,00072
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$100,000239
YTD Gross income other trust accounts$30,000156
Gross Fiduciary activities income$15,520,000137
YTD fiduciary expense (Dec. only)$12,314,000124
YTD fiduciary net loss (Dec. only)$41,000120
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$3,165,000162
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,228,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000172
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$1,757,00089
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$4,511,000148
Foundation and endowment and agency accounts income$948,00075
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$73,000224
YTD Gross income other trust accounts$11,000146
Gross Fiduciary activities income$11,629,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,774,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000191
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$1,159,00085
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,935,000146
Foundation and endowment and agency accounts income$630,00072
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$49,000230
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$7,614,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,393,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000175
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$572,00095
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,444,000106
Foundation and endowment and agency accounts income$313,00077
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$24,000224
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$3,780,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,835,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000197
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$2,324,00097
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,746,000102
Foundation and endowment and agency accounts income$1,165,00081
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$182,000180
YTD Gross income other trust accounts$82,000141
Gross Fiduciary activities income$15,495,000137
YTD fiduciary expense (Dec. only)$12,342,000120
YTD fiduciary net loss (Dec. only)$45,00092
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$3,108,000180
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,514,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000182
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,770,00096
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$4,319,000105
Foundation and endowment and agency accounts income$879,00080
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$154,000160
YTD Gross income other trust accounts$49,000133
Gross Fiduciary activities income$11,810,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,136,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000182
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,211,00088
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$2,927,00094
Foundation and endowment and agency accounts income$590,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000180
YTD Gross income other trust accounts$34,000124
Gross Fiduciary activities income$8,056,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,688,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000165
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$613,00091
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,469,00094
Foundation and endowment and agency accounts income$302,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000182
YTD Gross income other trust accounts$20,000101
Gross Fiduciary activities income$4,176,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,674,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000188
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$2,315,00094
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$5,406,00098
Foundation and endowment and agency accounts income$1,166,00070
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$128,000185
YTD Gross income other trust accounts$53,000132
Gross Fiduciary activities income$14,919,000116
YTD fiduciary expense (Dec. only)$11,862,000104
YTD fiduciary net loss (Dec. only)$60,00072
YTD fiduciary intracompany income (Dec. only)$36,000111
YTD net fiduciary income (Dec. only)$3,033,000164
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,263,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000175
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$1,714,00094
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$3,941,00098
Foundation and endowment and agency accounts income$871,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000178
YTD Gross income other trust accounts$34,000122
Gross Fiduciary activities income$11,048,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,795,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000188
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,102,00093
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,528,00098
Foundation and endowment and agency accounts income$569,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000185
YTD Gross income other trust accounts$23,000131
Gross Fiduciary activities income$7,164,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,425,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000177
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$535,00095
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,213,000100
Foundation and endowment and agency accounts income$276,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000182
YTD Gross income other trust accounts$12,000112
Gross Fiduciary activities income$3,532,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,091,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$146,000197
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,017,00093
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$4,546,00099
Foundation and endowment and agency accounts income$971,00069
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$141,000173
YTD Gross income other trust accounts$53,000149
Gross Fiduciary activities income$12,965,000122
YTD fiduciary expense (Dec. only)$11,022,000104
YTD fiduciary net loss (Dec. only)$63,00069
YTD fiduciary intracompany income (Dec. only)$124,00099
YTD net fiduciary income (Dec. only)$2,004,000175
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,630,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000185
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,495,00093
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$3,391,00099
Foundation and endowment and agency accounts income$716,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000169
YTD Gross income other trust accounts$40,000129
Gross Fiduciary activities income$9,481,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,377,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000206
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$993,00091
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,237,00099
Foundation and endowment and agency accounts income$468,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000178
YTD Gross income other trust accounts$29,000134
Gross Fiduciary activities income$6,236,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,201,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000184
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$520,00087
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,140,000100
Foundation and endowment and agency accounts income$230,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000180
YTD Gross income other trust accounts$12,000122
Gross Fiduciary activities income$3,164,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,890,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$158,000188
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$1,932,00084
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$4,492,00095
Foundation and endowment and agency accounts income$948,00071
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$171,000159
YTD Gross income other trust accounts$61,000145
Gross Fiduciary activities income$12,652,000123
YTD fiduciary expense (Dec. only)$10,925,000109
YTD fiduciary net loss (Dec. only)$11,000103
YTD fiduciary intracompany income (Dec. only)$410,00064
YTD net fiduciary income (Dec. only)$2,126,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,723,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000177
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$1,425,00083
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$3,351,00096
Foundation and endowment and agency accounts income$700,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000156
YTD Gross income other trust accounts$53,000129
Gross Fiduciary activities income$9,500,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,343,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000185
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$937,00085
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$2,199,00096
Foundation and endowment and agency accounts income$470,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000163
YTD Gross income other trust accounts$8,000164
Gross Fiduciary activities income$6,119,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,184,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000190
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$464,00085
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,104,00095
Foundation and endowment and agency accounts income$236,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0342
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,065,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,705,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$160,000197
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$1,870,00082
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$4,306,000100
Foundation and endowment and agency accounts income$915,00072
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$170,000163
YTD Gross income other trust accounts$31,000170
Gross Fiduciary activities income$12,157,000126
YTD fiduciary expense (Dec. only)$10,457,000111
YTD fiduciary net loss (Dec. only)$11,000133
YTD fiduciary intracompany income (Dec. only)$296,00082
YTD net fiduciary income (Dec. only)$1,985,000176
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,579,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000194
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,401,00080
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$3,223,00099
Foundation and endowment and agency accounts income$690,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000161
YTD Gross income other trust accounts$28,000148
Gross Fiduciary activities income$9,166,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,231,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000195
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$931,00078
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$2,136,000100
Foundation and endowment and agency accounts income$452,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000165
YTD Gross income other trust accounts$3,000182
Gross Fiduciary activities income$5,920,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,093,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000206
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$469,00076
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,108,00096
Foundation and endowment and agency accounts income$194,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000148
YTD Gross income other trust accounts$2,000167
Gross Fiduciary activities income$2,953,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,131,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000209
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$1,762,00078
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$4,353,00095
Foundation and endowment and agency accounts income$418,000107
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$242,000135
YTD Gross income other trust accounts$30,000185
Gross Fiduciary activities income$11,079,000126
YTD fiduciary expense (Dec. only)$9,697,000112
YTD fiduciary net loss (Dec. only)$22,00099
YTD fiduciary intracompany income (Dec. only)$182,00099
YTD net fiduciary income (Dec. only)$1,542,000196
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,190,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000196
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$1,301,00079
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,282,00094
Foundation and endowment and agency accounts income$230,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$193,000121
YTD Gross income other trust accounts$28,000151
Gross Fiduciary activities income$8,331,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,939,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000197
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$858,00079
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,133,00094
Foundation and endowment and agency accounts income$151,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000120
YTD Gross income other trust accounts$4,000181
Gross Fiduciary activities income$5,290,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,025,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000196
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$427,00078
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,045,00097
Foundation and endowment and agency accounts income$76,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000100
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,696,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,030,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000213
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$1,543,00081
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$3,848,00094
Foundation and endowment and agency accounts income$287,000127
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$180,000158
YTD Gross income other trust accounts$34,000194
Gross Fiduciary activities income$10,062,000122
YTD fiduciary expense (Dec. only)$9,276,000109
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$135,000108
YTD net fiduciary income (Dec. only)$921,000244
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,070,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000199
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,147,00080
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,846,00093
Foundation and endowment and agency accounts income$216,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000154
YTD Gross income other trust accounts$31,000153
Gross Fiduciary activities income$7,549,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,101,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000198
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$755,00079
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,855,00095
Foundation and endowment and agency accounts income$140,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000156
YTD Gross income other trust accounts$29,000143
Gross Fiduciary activities income$5,037,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$970,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000200
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$372,00079
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$902,00097
Foundation and endowment and agency accounts income$68,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000160
YTD Gross income other trust accounts$3,000177
Gross Fiduciary activities income$2,392,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,093,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000214
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$1,448,00083
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$3,727,00093
Foundation and endowment and agency accounts income$235,000144
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$183,000165
YTD Gross income other trust accounts$28,000189
Gross Fiduciary activities income$9,869,000126
YTD fiduciary expense (Dec. only)$8,654,000113
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$75,000115
YTD net fiduciary income (Dec. only)$1,290,000209
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,140,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000199
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,075,00081
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,805,00091
Foundation and endowment and agency accounts income$165,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$142,000156
YTD Gross income other trust accounts$23,000158
Gross Fiduciary activities income$7,469,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,073,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000196
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$715,00083
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,896,00091
Foundation and endowment and agency accounts income$102,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000156
YTD Gross income other trust accounts$22,000147
Gross Fiduciary activities income$4,995,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$939,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000203
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$354,00084
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$972,00094
Foundation and endowment and agency accounts income$36,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000153
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$2,392,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,939,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$181,000210
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$1,408,00081
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$3,723,00085
Foundation and endowment and agency accounts income$231,000141
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$146,000181
YTD Gross income other trust accounts$18,000207
Gross Fiduciary activities income$9,646,000126
YTD fiduciary expense (Dec. only)$7,275,000125
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$56,000128
YTD net fiduciary income (Dec. only)$2,427,000142
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,993,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$136,000197
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$1,050,00081
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$2,774,00084
Foundation and endowment and agency accounts income$172,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000174
YTD Gross income other trust accounts$17,000173
Gross Fiduciary activities income$7,251,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,028,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000197
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$683,00082
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,827,00086
Foundation and endowment and agency accounts income$113,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000173
YTD Gross income other trust accounts$17,000158
Gross Fiduciary activities income$4,827,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$898,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000199
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$330,00086
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$901,00085
Foundation and endowment and agency accounts income$56,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000175
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,263,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,588,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$146,000213
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$1,255,00081
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$3,323,00090
Foundation and endowment and agency accounts income$203,000140
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$200,000152
YTD Gross income other trust accounts$29,000193
Gross Fiduciary activities income$8,744,000132
YTD fiduciary expense (Dec. only)$6,553,000127
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$19,000139
YTD net fiduciary income (Dec. only)$2,210,000139
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,708,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000204
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$922,00078
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,441,00087
Foundation and endowment and agency accounts income$150,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,000139
YTD Gross income other trust accounts$28,000149
Gross Fiduciary activities income$6,508,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,838,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000204
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$612,00078
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,635,00086
Foundation and endowment and agency accounts income$100,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000138
YTD Gross income other trust accounts$28,000142
Gross Fiduciary activities income$4,388,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$849,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000213
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$295,00082
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$800,00090
Foundation and endowment and agency accounts income$49,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000140
YTD Gross income other trust accounts$3,000165
Gross Fiduciary activities income$2,086,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,303,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000226
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$1,063,00080
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$3,128,00085
Foundation and endowment and agency accounts income$188,000140
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$153,000174
YTD Gross income other trust accounts$21,000209
Gross Fiduciary activities income$7,987,000127
YTD fiduciary expense (Dec. only)$6,135,000126
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$26,000136
YTD net fiduciary income (Dec. only)$1,878,000135
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,433,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000206
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$788,00080
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,341,00083
Foundation and endowment and agency accounts income$140,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000169
YTD Gross income other trust accounts$21,000153
Gross Fiduciary activities income$5,934,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,618,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000207
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$514,00081
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,548,00082
Foundation and endowment and agency accounts income$93,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000170
YTD Gross income other trust accounts$6,000174
Gross Fiduciary activities income$3,918,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$720,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000210
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$262,00076
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$801,00080
Foundation and endowment and agency accounts income$46,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000169
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$1,898,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,776,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000222
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$1,024,00074
YTD Gross Income corporate trust and agency$1,000207
Investment management and investment advisory agency accounts income$3,230,00072
Foundation and endowment and agency accounts income$163,000145
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$180,000144
YTD Gross income other trust accounts$19,000222
Gross Fiduciary activities income$7,534,000116
YTD fiduciary expense (Dec. only)$6,058,000124
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$31,000135
YTD net fiduciary income (Dec. only)$1,507,000145
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,116,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000198
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$776,00076
YTD Gross Income corporate trust and agency$2,000136
Investment management and investment advisory agency accounts income$2,445,00072
Foundation and endowment and agency accounts income$131,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$147,000140
YTD Gross income other trust accounts$19,000166
Gross Fiduciary activities income$5,743,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,450,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000201
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$521,00075
YTD Gross Income corporate trust and agency$1,000142
Investment management and investment advisory agency accounts income$1,631,00073
Foundation and endowment and agency accounts income$84,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000132
YTD Gross income other trust accounts$18,000161
Gross Fiduciary activities income$3,888,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$680,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000205
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$257,00077
YTD Gross Income corporate trust and agency$1,000126
Investment management and investment advisory agency accounts income$811,00074
Foundation and endowment and agency accounts income$42,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000134
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,880,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,492,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000237
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$909,00077
YTD Gross Income corporate trust and agency$2,000203
Investment management and investment advisory agency accounts income$2,755,00086
Foundation and endowment and agency accounts income$170,000135
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$233,000131
YTD Gross income other trust accounts$11,000260
Gross Fiduciary activities income$6,698,000122
YTD fiduciary expense (Dec. only)$5,356,000134
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$34,000126
YTD net fiduciary income (Dec. only)$1,376,000156
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,888,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000206
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$659,00078
YTD Gross Income corporate trust and agency$2,000145
Investment management and investment advisory agency accounts income$1,970,00085
Foundation and endowment and agency accounts income$127,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$176,000131
YTD Gross income other trust accounts$12,000184
Gross Fiduciary activities income$4,925,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,250,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000216
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$426,00081
YTD Gross Income corporate trust and agency$1,000149
Investment management and investment advisory agency accounts income$1,311,00087
Foundation and endowment and agency accounts income$82,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$128,000130
YTD Gross income other trust accounts$11,000176
Gross Fiduciary activities income$3,266,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$563,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000219
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$205,00084
YTD Gross Income corporate trust and agency$1,000132
Investment management and investment advisory agency accounts income$607,00090
Foundation and endowment and agency accounts income$40,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000136
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,503,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,091,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000219
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$708,00090
YTD Gross Income corporate trust and agency$2,000213
Investment management and investment advisory agency accounts income$2,349,00089
Foundation and endowment and agency accounts income$44,000204
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$207,000150
YTD Gross income other trust accounts$12,000269
Gross Fiduciary activities income$5,561,000134
YTD fiduciary expense (Dec. only)$4,743,000137
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$62,000111
YTD net fiduciary income (Dec. only)$880,000199
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,535,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000194
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$495,00093
YTD Gross Income corporate trust and agency$1,000150
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000272
YTD Gross income other trust accounts$155,000111
Gross Fiduciary activities income$4,067,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,028,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000197
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$315,00092
YTD Gross Income corporate trust and agency$1,000145
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000274
YTD Gross income other trust accounts$109,000116
Gross Fiduciary activities income$2,687,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
YTD Gross Income from Personal trust and agency accounts$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$01,285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,498
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,523
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,468
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,480
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,547
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,641
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA