Home > Eastern Bank > Gross Fiduciary and Related Services Income

Eastern 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$9,327,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000200
YTD Gross Income employee benefit defined benefit$38,000189
YTD Gross Income from other retirement accounts$4,836,00050
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$5,800,000150
Foundation and endowment and agency accounts income$3,351,00041
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$326,000133
YTD Gross income other trust accounts$474,00071
Gross Fiduciary activities income$24,264,000100
YTD fiduciary expense (Dec. only)$13,448,000116
YTD fiduciary net loss (Dec. only)$79,00095
YTD fiduciary intracompany income (Dec. only)$347,00072
YTD net fiduciary income (Dec. only)$11,084,00081
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$6,994,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000174
YTD Gross Income employee benefit defined benefit$29,000183
YTD Gross Income from other retirement accounts$3,603,00051
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$4,333,000149
Foundation and endowment and agency accounts income$2,507,00042
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$240,000127
YTD Gross income other trust accounts$342,00075
Gross Fiduciary activities income$18,136,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,585,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000190
YTD Gross Income employee benefit defined benefit$20,000187
YTD Gross Income from other retirement accounts$2,358,00050
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,834,000147
Foundation and endowment and agency accounts income$1,663,00039
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$145,000136
YTD Gross income other trust accounts$226,00079
Gross Fiduciary activities income$11,901,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,200,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000166
YTD Gross Income employee benefit defined benefit$11,000132
YTD Gross Income from other retirement accounts$1,150,00053
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,408,000107
Foundation and endowment and agency accounts income$804,00048
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$53,000163
YTD Gross income other trust accounts$105,00078
Gross Fiduciary activities income$5,770,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,499,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000192
YTD Gross Income employee benefit defined benefit$32,000163
YTD Gross Income from other retirement accounts$4,773,00053
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,364,000110
Foundation and endowment and agency accounts income$3,394,00043
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$134,000206
YTD Gross income other trust accounts$224,000107
Gross Fiduciary activities income$23,593,000104
YTD fiduciary expense (Dec. only)$13,463,000115
YTD fiduciary net loss (Dec. only)$46,00090
YTD fiduciary intracompany income (Dec. only)$108,000109
YTD net fiduciary income (Dec. only)$10,192,00092
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$7,264,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000179
YTD Gross Income employee benefit defined benefit$26,000151
YTD Gross Income from other retirement accounts$3,644,00053
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$4,038,000112
Foundation and endowment and agency accounts income$2,624,00044
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$99,000200
YTD Gross income other trust accounts$137,000102
Gross Fiduciary activities income$17,967,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,968,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000176
YTD Gross Income employee benefit defined benefit$15,000147
YTD Gross Income from other retirement accounts$2,468,00047
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$2,734,000101
Foundation and endowment and agency accounts income$1,744,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000187
YTD Gross income other trust accounts$49,000114
Gross Fiduciary activities income$12,135,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,484,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000158
YTD Gross Income employee benefit defined benefit$10,000130
YTD Gross Income from other retirement accounts$1,288,00047
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,387,000100
Foundation and endowment and agency accounts income$886,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000182
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$6,141,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,183,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$420,000136
YTD Gross Income employee benefit defined benefit$43,000139
YTD Gross Income from other retirement accounts$5,180,00045
YTD Gross Income corporate trust and agency$2,000127
Investment management and investment advisory agency accounts income$5,749,00092
Foundation and endowment and agency accounts income$3,065,00037
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$142,000177
YTD Gross income other trust accounts$13,000164
Gross Fiduciary activities income$24,797,00086
YTD fiduciary expense (Dec. only)$12,845,000100
YTD fiduciary net loss (Dec. only)$195,00041
YTD fiduciary intracompany income (Dec. only)$104,00096
YTD net fiduciary income (Dec. only)$11,861,00072
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$7,405,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$366,000125
YTD Gross Income employee benefit defined benefit$33,000131
YTD Gross Income from other retirement accounts$3,825,00048
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$4,269,00090
Foundation and endowment and agency accounts income$2,257,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000185
YTD Gross income other trust accounts$12,000140
Gross Fiduciary activities income$18,255,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,771,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$319,000120
YTD Gross Income employee benefit defined benefit$21,000138
YTD Gross Income from other retirement accounts$2,497,00048
YTD Gross Income corporate trust and agency$2,000109
Investment management and investment advisory agency accounts income$2,805,00090
Foundation and endowment and agency accounts income$1,460,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000193
YTD Gross income other trust accounts$12,000144
Gross Fiduciary activities income$11,945,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,266,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000117
YTD Gross Income employee benefit defined benefit$10,000132
YTD Gross Income from other retirement accounts$1,211,00049
YTD Gross Income corporate trust and agency$2,00084
Investment management and investment advisory agency accounts income$1,377,00091
Foundation and endowment and agency accounts income$708,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000184
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$5,764,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,425,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$560,000119
YTD Gross Income employee benefit defined benefit$35,000148
YTD Gross Income from other retirement accounts$4,394,00047
YTD Gross Income corporate trust and agency$5,000111
Investment management and investment advisory agency accounts income$5,209,00092
Foundation and endowment and agency accounts income$2,543,00037
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$95,000213
YTD Gross income other trust accounts$207,00097
Gross Fiduciary activities income$21,473,00085
YTD fiduciary expense (Dec. only)$11,815,000102
YTD fiduciary net loss (Dec. only)$8,000130
YTD fiduciary intracompany income (Dec. only)$138,00096
YTD net fiduciary income (Dec. only)$9,788,00065
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$6,205,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$422,000116
YTD Gross Income employee benefit defined benefit$25,000138
YTD Gross Income from other retirement accounts$3,224,00045
YTD Gross Income corporate trust and agency$5,00089
Investment management and investment advisory agency accounts income$3,838,00091
Foundation and endowment and agency accounts income$1,876,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000201
YTD Gross income other trust accounts$206,00084
Gross Fiduciary activities income$15,872,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,117,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$285,000118
YTD Gross Income employee benefit defined benefit$17,000142
YTD Gross Income from other retirement accounts$2,093,00046
YTD Gross Income corporate trust and agency$5,00089
Investment management and investment advisory agency accounts income$2,517,00092
Foundation and endowment and agency accounts income$1,213,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000226
YTD Gross income other trust accounts$182,00080
Gross Fiduciary activities income$10,470,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,987,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$160,000112
YTD Gross Income employee benefit defined benefit$9,000132
YTD Gross Income from other retirement accounts$1,042,00049
YTD Gross Income corporate trust and agency$5,00071
Investment management and investment advisory agency accounts income$1,268,00093
Foundation and endowment and agency accounts income$612,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000211
YTD Gross income other trust accounts$88,00073
Gross Fiduciary activities income$5,193,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,882,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$626,000116
YTD Gross Income employee benefit defined benefit$20,000171
YTD Gross Income from other retirement accounts$3,950,00047
YTD Gross Income corporate trust and agency$5,000108
Investment management and investment advisory agency accounts income$4,823,00092
Foundation and endowment and agency accounts income$2,304,00035
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$99,000210
YTD Gross income other trust accounts$320,00082
Gross Fiduciary activities income$20,029,00091
YTD fiduciary expense (Dec. only)$13,089,00095
YTD fiduciary net loss (Dec. only)$-12,0005,169
YTD fiduciary intracompany income (Dec. only)$140,00094
YTD net fiduciary income (Dec. only)$7,092,00079
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$5,868,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$472,000114
YTD Gross Income employee benefit defined benefit$12,000166
YTD Gross Income from other retirement accounts$2,922,00049
YTD Gross Income corporate trust and agency$5,00091
Investment management and investment advisory agency accounts income$3,566,00093
Foundation and endowment and agency accounts income$1,705,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000189
YTD Gross income other trust accounts$243,00080
Gross Fiduciary activities income$14,874,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,858,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$317,000118
YTD Gross Income employee benefit defined benefit$7,000175
YTD Gross Income from other retirement accounts$1,916,00050
YTD Gross Income corporate trust and agency$5,00091
Investment management and investment advisory agency accounts income$2,352,00091
Foundation and endowment and agency accounts income$1,111,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000193
YTD Gross income other trust accounts$163,00083
Gross Fiduciary activities income$9,785,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,801,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000116
YTD Gross Income employee benefit defined benefit$4,000166
YTD Gross Income from other retirement accounts$931,00050
YTD Gross Income corporate trust and agency$5,00079
Investment management and investment advisory agency accounts income$1,146,00093
Foundation and endowment and agency accounts income$538,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000184
YTD Gross income other trust accounts$98,00071
Gross Fiduciary activities income$4,720,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,794,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$661,000121
YTD Gross Income employee benefit defined benefit$19,000185
YTD Gross Income from other retirement accounts$3,669,00049
YTD Gross Income corporate trust and agency$5,000127
Investment management and investment advisory agency accounts income$4,544,00098
Foundation and endowment and agency accounts income$3,409,00031
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$120,000197
YTD Gross income other trust accounts$290,00081
Gross Fiduciary activities income$19,511,00091
YTD fiduciary expense (Dec. only)$11,555,000102
YTD fiduciary net loss (Dec. only)$155,00043
YTD fiduciary intracompany income (Dec. only)$131,000104
YTD net fiduciary income (Dec. only)$7,932,00075
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$4,814,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$520,000116
YTD Gross Income employee benefit defined benefit$15,000167
YTD Gross Income from other retirement accounts$2,744,00049
YTD Gross Income corporate trust and agency$5,000101
Investment management and investment advisory agency accounts income$3,408,00097
Foundation and endowment and agency accounts income$2,875,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000181
YTD Gross income other trust accounts$223,00083
Gross Fiduciary activities income$14,699,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,799,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000115
YTD Gross Income employee benefit defined benefit$10,000167
YTD Gross Income from other retirement accounts$1,801,00049
YTD Gross Income corporate trust and agency$5,00092
Investment management and investment advisory agency accounts income$2,238,00096
Foundation and endowment and agency accounts income$2,310,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000178
YTD Gross income other trust accounts$156,00084
Gross Fiduciary activities income$9,748,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,869,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000111
YTD Gross Income employee benefit defined benefit$6,000157
YTD Gross Income from other retirement accounts$896,00049
YTD Gross Income corporate trust and agency$5,00085
Investment management and investment advisory agency accounts income$1,110,00095
Foundation and endowment and agency accounts income$547,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000171
YTD Gross income other trust accounts$74,00081
Gross Fiduciary activities income$4,748,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,335,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$671,000118
YTD Gross Income employee benefit defined benefit$15,000199
YTD Gross Income from other retirement accounts$3,170,00051
YTD Gross Income corporate trust and agency$6,000141
Investment management and investment advisory agency accounts income$4,351,00096
Foundation and endowment and agency accounts income$2,058,00044
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$129,000190
YTD Gross income other trust accounts$276,00083
Gross Fiduciary activities income$18,011,00095
YTD fiduciary expense (Dec. only)$11,837,00098
YTD fiduciary net loss (Dec. only)$20,000102
YTD fiduciary intracompany income (Dec. only)$97,000114
YTD net fiduciary income (Dec. only)$6,251,00084
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$5,477,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$511,000113
YTD Gross Income employee benefit defined benefit$13,000172
YTD Gross Income from other retirement accounts$2,334,00051
YTD Gross Income corporate trust and agency$6,000100
Investment management and investment advisory agency accounts income$3,205,00096
Foundation and endowment and agency accounts income$1,529,00043
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000177
YTD Gross income other trust accounts$211,00083
Gross Fiduciary activities income$13,386,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,671,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$359,000115
YTD Gross Income employee benefit defined benefit$9,000169
YTD Gross Income from other retirement accounts$1,519,00050
YTD Gross Income corporate trust and agency$6,00091
Investment management and investment advisory agency accounts income$2,097,00095
Foundation and endowment and agency accounts income$1,010,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000169
YTD Gross income other trust accounts$146,00082
Gross Fiduciary activities income$8,886,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,621,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$182,000114
YTD Gross Income employee benefit defined benefit$5,000164
YTD Gross Income from other retirement accounts$738,00052
YTD Gross Income corporate trust and agency$6,00080
Investment management and investment advisory agency accounts income$1,115,00094
Foundation and endowment and agency accounts income$499,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000162
YTD Gross income other trust accounts$70,00078
Gross Fiduciary activities income$4,272,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,862,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$701,000115
YTD Gross Income employee benefit defined benefit$11,000207
YTD Gross Income from other retirement accounts$2,769,00052
YTD Gross Income corporate trust and agency$7,000129
Investment management and investment advisory agency accounts income$3,921,00092
Foundation and endowment and agency accounts income$1,928,00045
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$139,000178
YTD Gross income other trust accounts$291,00080
Gross Fiduciary activities income$16,629,00097
YTD fiduciary expense (Dec. only)$11,620,00096
YTD fiduciary net loss (Dec. only)$55,00074
YTD fiduciary intracompany income (Dec. only)$113,000112
YTD net fiduciary income (Dec. only)$5,067,00088
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$4,984,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$269,000149
YTD Gross Income employee benefit defined benefit$281,00074
YTD Gross Income from other retirement accounts$2,041,00053
YTD Gross Income corporate trust and agency$7,00097
Investment management and investment advisory agency accounts income$2,926,00090
Foundation and endowment and agency accounts income$1,445,00045
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000169
YTD Gross income other trust accounts$201,00083
Gross Fiduciary activities income$12,261,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,308,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$364,000109
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$1,322,00055
YTD Gross Income corporate trust and agency$7,00094
Investment management and investment advisory agency accounts income$1,932,00091
Foundation and endowment and agency accounts income$952,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000172
YTD Gross income other trust accounts$121,00091
Gross Fiduciary activities income$8,078,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,584,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000109
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$620,00057
YTD Gross Income corporate trust and agency$6,00082
Investment management and investment advisory agency accounts income$946,00094
Foundation and endowment and agency accounts income$465,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000175
YTD Gross income other trust accounts$49,00084
Gross Fiduciary activities income$3,886,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,639,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$755,000110
YTD Gross Income employee benefit defined benefit$7,000221
YTD Gross Income from other retirement accounts$2,480,00058
YTD Gross Income corporate trust and agency$7,000139
Investment management and investment advisory agency accounts income$3,819,00091
Foundation and endowment and agency accounts income$2,027,00040
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$140,000188
YTD Gross income other trust accounts$18,000211
Gross Fiduciary activities income$15,892,00099
YTD fiduciary expense (Dec. only)$11,156,00098
YTD fiduciary net loss (Dec. only)$20,00097
YTD fiduciary intracompany income (Dec. only)$96,000113
YTD net fiduciary income (Dec. only)$4,812,00090
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$4,977,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$571,000109
YTD Gross Income employee benefit defined benefit$5,000196
YTD Gross Income from other retirement accounts$1,849,00061
YTD Gross Income corporate trust and agency$7,000104
Investment management and investment advisory agency accounts income$2,852,00090
Foundation and endowment and agency accounts income$1,533,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000175
YTD Gross income other trust accounts$6,000186
Gross Fiduciary activities income$11,907,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,394,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$418,000103
YTD Gross Income employee benefit defined benefit$4,000191
YTD Gross Income from other retirement accounts$1,225,00061
YTD Gross Income corporate trust and agency$7,00096
Investment management and investment advisory agency accounts income$1,891,00092
Foundation and endowment and agency accounts income$1,024,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000172
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$8,039,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,659,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$221,000101
YTD Gross Income employee benefit defined benefit$2,000192
YTD Gross Income from other retirement accounts$603,00062
YTD Gross Income corporate trust and agency$7,00084
Investment management and investment advisory agency accounts income$921,00097
Foundation and endowment and agency accounts income$496,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000177
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$3,945,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,586,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$763,000111
YTD Gross Income employee benefit defined benefit$8,000226
YTD Gross Income from other retirement accounts$2,325,00060
YTD Gross Income corporate trust and agency$7,000143
Investment management and investment advisory agency accounts income$3,525,00092
Foundation and endowment and agency accounts income$1,975,00036
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$194,000157
YTD Gross income other trust accounts$3,000266
Gross Fiduciary activities income$15,386,00093
YTD fiduciary expense (Dec. only)$10,737,000100
YTD fiduciary net loss (Dec. only)$-26,0006,505
YTD fiduciary intracompany income (Dec. only)$97,000112
YTD net fiduciary income (Dec. only)$4,772,00089
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$4,883,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,000150
YTD Gross Income employee benefit defined benefit$325,00070
YTD Gross Income from other retirement accounts$1,730,00060
YTD Gross Income corporate trust and agency$7,000108
Investment management and investment advisory agency accounts income$2,618,00090
Foundation and endowment and agency accounts income$1,484,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,000153
YTD Gross income other trust accounts$2,000207
Gross Fiduciary activities income$11,469,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,263,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$400,000107
YTD Gross Income employee benefit defined benefit$4,000197
YTD Gross Income from other retirement accounts$1,121,00061
YTD Gross Income corporate trust and agency$7,00096
Investment management and investment advisory agency accounts income$1,710,00091
Foundation and endowment and agency accounts income$977,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000151
YTD Gross income other trust accounts$1,000201
Gross Fiduciary activities income$7,583,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,472,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000153
YTD Gross Income employee benefit defined benefit$111,00072
YTD Gross Income from other retirement accounts$547,00063
YTD Gross Income corporate trust and agency$6,00080
Investment management and investment advisory agency accounts income$823,00094
Foundation and endowment and agency accounts income$538,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000150
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,637,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,271,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$780,000105
YTD Gross Income employee benefit defined benefit$8,000229
YTD Gross Income from other retirement accounts$1,976,00060
YTD Gross Income corporate trust and agency$9,000134
Investment management and investment advisory agency accounts income$3,122,00095
Foundation and endowment and agency accounts income$1,833,00036
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$174,000162
YTD Gross income other trust accounts$6,000253
Gross Fiduciary activities income$14,179,00097
YTD fiduciary expense (Dec. only)$9,842,000100
YTD fiduciary net loss (Dec. only)$30,00087
YTD fiduciary intracompany income (Dec. only)$107,000103
YTD net fiduciary income (Dec. only)$4,414,00084
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$4,703,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$590,000102
YTD Gross Income employee benefit defined benefit$6,000194
YTD Gross Income from other retirement accounts$1,455,00058
YTD Gross Income corporate trust and agency$9,00093
Investment management and investment advisory agency accounts income$2,345,00091
Foundation and endowment and agency accounts income$1,319,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,000144
YTD Gross income other trust accounts$6,000185
Gross Fiduciary activities income$10,576,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,195,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$403,000102
YTD Gross Income employee benefit defined benefit$4,000192
YTD Gross Income from other retirement accounts$954,00059
YTD Gross Income corporate trust and agency$9,00091
Investment management and investment advisory agency accounts income$1,564,00089
Foundation and endowment and agency accounts income$827,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000150
YTD Gross income other trust accounts$6,000181
Gross Fiduciary activities income$7,055,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,491,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$211,000100
YTD Gross Income employee benefit defined benefit$2,000192
YTD Gross Income from other retirement accounts$452,00061
YTD Gross Income corporate trust and agency$8,00074
Investment management and investment advisory agency accounts income$743,00097
Foundation and endowment and agency accounts income$387,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000154
YTD Gross income other trust accounts$3,000165
Gross Fiduciary activities income$3,341,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,946,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$738,000106
YTD Gross Income employee benefit defined benefit$8,000232
YTD Gross Income from other retirement accounts$1,808,00058
YTD Gross Income corporate trust and agency$11,000130
Investment management and investment advisory agency accounts income$2,932,00092
Foundation and endowment and agency accounts income$1,510,00037
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$193,000152
YTD Gross income other trust accounts$15,000222
Gross Fiduciary activities income$13,161,00094
YTD fiduciary expense (Dec. only)$9,908,00096
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$135,00096
YTD net fiduciary income (Dec. only)$3,388,00092
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$4,390,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$493,000108
YTD Gross Income employee benefit defined benefit$6,000196
YTD Gross Income from other retirement accounts$1,371,00057
YTD Gross Income corporate trust and agency$11,00098
Investment management and investment advisory agency accounts income$2,197,00091
Foundation and endowment and agency accounts income$1,137,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,000143
YTD Gross income other trust accounts$9,000173
Gross Fiduciary activities income$9,763,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,891,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$354,000103
YTD Gross Income employee benefit defined benefit$4,000195
YTD Gross Income from other retirement accounts$920,00056
YTD Gross Income corporate trust and agency$11,00091
Investment management and investment advisory agency accounts income$1,478,00091
Foundation and endowment and agency accounts income$754,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$101,000144
YTD Gross income other trust accounts$5,000178
Gross Fiduciary activities income$6,518,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,453,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$172,000109
YTD Gross Income employee benefit defined benefit$2,000190
YTD Gross Income from other retirement accounts$460,00055
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$736,00091
Foundation and endowment and agency accounts income$372,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000139
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$3,258,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,968,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$578,000123
YTD Gross Income employee benefit defined benefit$7,000229
YTD Gross Income from other retirement accounts$1,839,00050
YTD Gross Income corporate trust and agency$12,000139
Investment management and investment advisory agency accounts income$2,961,00080
Foundation and endowment and agency accounts income$1,513,00032
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$206,000137
YTD Gross income other trust accounts$183,000109
Gross Fiduciary activities income$13,267,00079
YTD fiduciary expense (Dec. only)$12,363,00077
YTD fiduciary net loss (Dec. only)$73,00065
YTD fiduciary intracompany income (Dec. only)$250,00081
YTD net fiduciary income (Dec. only)$1,081,000184
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$4,522,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,000117
YTD Gross Income employee benefit defined benefit$4,000206
YTD Gross Income from other retirement accounts$1,387,00047
YTD Gross Income corporate trust and agency$12,000102
Investment management and investment advisory agency accounts income$2,243,00080
Foundation and endowment and agency accounts income$1,148,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,000134
YTD Gross income other trust accounts$140,00098
Gross Fiduciary activities income$10,071,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,035,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$329,000116
YTD Gross Income employee benefit defined benefit$3,000205
YTD Gross Income from other retirement accounts$924,00048
YTD Gross Income corporate trust and agency$12,00096
Investment management and investment advisory agency accounts income$1,496,00082
Foundation and endowment and agency accounts income$772,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000135
YTD Gross income other trust accounts$95,00093
Gross Fiduciary activities income$6,773,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,440,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$181,000106
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$453,00050
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$730,00084
Foundation and endowment and agency accounts income$382,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000140
YTD Gross income other trust accounts$48,00091
Gross Fiduciary activities income$3,296,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,909,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$628,000116
YTD Gross Income employee benefit defined benefit$6,000249
YTD Gross Income from other retirement accounts$1,622,00049
YTD Gross Income corporate trust and agency$15,000142
Investment management and investment advisory agency accounts income$2,798,00083
Foundation and endowment and agency accounts income$1,482,00036
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$315,000118
YTD Gross income other trust accounts$176,000111
Gross Fiduciary activities income$12,951,00079
YTD fiduciary expense (Dec. only)$10,083,00092
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$250,00076
YTD net fiduciary income (Dec. only)$3,118,00093
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$4,282,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$455,000114
YTD Gross Income employee benefit defined benefit$5,000211
YTD Gross Income from other retirement accounts$1,195,00049
YTD Gross Income corporate trust and agency$15,000106
Investment management and investment advisory agency accounts income$2,100,00083
Foundation and endowment and agency accounts income$1,111,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$228,000117
YTD Gross income other trust accounts$129,000104
Gross Fiduciary activities income$9,520,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,959,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$345,000110
YTD Gross Income employee benefit defined benefit$3,000211
YTD Gross Income from other retirement accounts$798,00050
YTD Gross Income corporate trust and agency$15,00096
Investment management and investment advisory agency accounts income$1,408,00081
Foundation and endowment and agency accounts income$747,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$115,000137
YTD Gross income other trust accounts$88,00099
Gross Fiduciary activities income$6,478,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,350,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$188,000105
YTD Gross Income employee benefit defined benefit$1,000214
YTD Gross Income from other retirement accounts$392,00049
YTD Gross Income corporate trust and agency$13,00081
Investment management and investment advisory agency accounts income$699,00081
Foundation and endowment and agency accounts income$369,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000142
YTD Gross income other trust accounts$44,000103
Gross Fiduciary activities income$3,111,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,509,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$564,000116
YTD Gross Income employee benefit defined benefit$13,000223
YTD Gross Income from other retirement accounts$1,110,00061
YTD Gross Income corporate trust and agency$17,000142
Investment management and investment advisory agency accounts income$2,909,00076
Foundation and endowment and agency accounts income$1,411,00030
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$203,000154
YTD Gross income other trust accounts$511,00073
Gross Fiduciary activities income$12,247,00082
YTD fiduciary expense (Dec. only)$10,631,00085
YTD fiduciary net loss (Dec. only)$23,000103
YTD fiduciary intracompany income (Dec. only)$250,00075
YTD net fiduciary income (Dec. only)$1,843,000122
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$4,488,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$390,000121
YTD Gross Income employee benefit defined benefit$9,000188
YTD Gross Income from other retirement accounts$755,00066
YTD Gross Income corporate trust and agency$17,000103
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$155,000151
YTD Gross income other trust accounts$434,00072
Gross Fiduciary activities income$8,954,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,952,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$289,000114
YTD Gross Income employee benefit defined benefit$6,000188
YTD Gross Income from other retirement accounts$486,00065
YTD Gross Income corporate trust and agency$16,00096
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$98,000159
YTD Gross income other trust accounts$307,00076
Gross Fiduciary activities income$5,921,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,445,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000103
YTD Gross Income employee benefit defined benefit$3,000183
YTD Gross Income from other retirement accounts$238,00064
YTD Gross Income corporate trust and agency$15,00086
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$46,000161
YTD Gross income other trust accounts$162,00066
Gross Fiduciary activities income$2,937,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,343,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,395,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,086,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,596,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$14,276,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,590,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,079,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,508,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,647,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,370,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,264,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,174,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$54,000111
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,391,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,355,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,260,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,635,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$106,00088
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,866,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,299,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,881,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,425,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$39,000121
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,850,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,546,000113
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
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,045,000114
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
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,417,000117
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
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$23,000154
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,093,000115
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
2001-12-31Rank
Fiduciary powers granted$1,0002
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 income$1,639,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,295,000402
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$574,000593
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$53,0001,224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$742,000616
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$767,000596
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$581,000714
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA