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Extraco Banks, Gross Fiduciary and Related Services Income

2025-06-30Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,00043
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,164,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000142
YTD Gross Income employee benefit defined benefit$18,000137
YTD Gross Income from other retirement accounts$300,000266
YTD Gross Income corporate trust and agency$0169
Investment management and investment advisory agency accounts income$900,000222
Foundation and endowment and agency accounts income$127,000195
YTD Gross income other trust and agency accounts$0154
YTD Gross income custody and safekeeping agency accounts$159,000142
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,838,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$584,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000133
YTD Gross Income employee benefit defined benefit$9,000132
YTD Gross Income from other retirement accounts$151,000231
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$461,000207
Foundation and endowment and agency accounts income$65,000175
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$82,000144
YTD Gross income other trust accounts$0172
Gross Fiduciary activities income$1,452,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,076,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$315,000144
YTD Gross Income employee benefit defined benefit$36,000139
YTD Gross Income from other retirement accounts$592,000253
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,742,000216
Foundation and endowment and agency accounts income$239,000199
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$292,000159
YTD Gross income other trust accounts$0215
Gross Fiduciary activities income$5,292,000288
YTD fiduciary expense (Dec. only)$4,675,000234
YTD fiduciary net loss (Dec. only)$0190
YTD fiduciary intracompany income (Dec. only)$65,000139
YTD net fiduciary income (Dec. only)$682,000372
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,564,000259
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$236,000137
YTD Gross Income employee benefit defined benefit$26,000139
YTD Gross Income from other retirement accounts$442,000235
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,291,000206
Foundation and endowment and agency accounts income$175,000184
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$217,000157
YTD Gross income other trust accounts$0178
Gross Fiduciary activities income$3,951,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,076,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$163,000142
YTD Gross Income employee benefit defined benefit$17,000147
YTD Gross Income from other retirement accounts$289,000254
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$852,000218
Foundation and endowment and agency accounts income$117,000201
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$149,000148
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,663,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$572,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000130
YTD Gross Income employee benefit defined benefit$9,000184
YTD Gross Income from other retirement accounts$143,000236
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$431,000253
Foundation and endowment and agency accounts income$57,000185
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$74,000146
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$1,383,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,802,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$287,000151
YTD Gross Income employee benefit defined benefit$33,000192
YTD Gross Income from other retirement accounts$496,000253
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,554,000264
Foundation and endowment and agency accounts income$202,000200
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$252,000157
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,626,000270
YTD fiduciary expense (Dec. only)$3,698,000251
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$65,000108
YTD net fiduciary income (Dec. only)$993,000306
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$1,370,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$222,000133
YTD Gross Income employee benefit defined benefit$25,000184
YTD Gross Income from other retirement accounts$371,000227
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,165,000250
Foundation and endowment and agency accounts income$153,000182
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$186,000155
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,492,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$891,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000140
YTD Gross Income employee benefit defined benefit$16,000193
YTD Gross Income from other retirement accounts$245,000252
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$762,000260
Foundation and endowment and agency accounts income$98,000195
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$120,000155
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,288,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$473,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000141
YTD Gross Income employee benefit defined benefit$8,000140
YTD Gross Income from other retirement accounts$120,000239
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$353,000215
Foundation and endowment and agency accounts income$51,000177
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$62,000153
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,138,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,752,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$288,000161
YTD Gross Income employee benefit defined benefit$34,000160
YTD Gross Income from other retirement accounts$476,000270
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,404,000231
Foundation and endowment and agency accounts income$193,000209
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$219,000161
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$4,366,000287
YTD fiduciary expense (Dec. only)$3,328,000268
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$65,000117
YTD net fiduciary income (Dec. only)$1,103,000301
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$1,361,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$239,000148
YTD Gross Income employee benefit defined benefit$26,000151
YTD Gross Income from other retirement accounts$362,000245
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,074,000220
Foundation and endowment and agency accounts income$147,000193
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$167,000153
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,376,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$969,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$178,000136
YTD Gross Income employee benefit defined benefit$18,000144
YTD Gross Income from other retirement accounts$245,000250
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$738,000206
Foundation and endowment and agency accounts income$103,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,000135
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,369,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
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$547,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000136
YTD Gross Income employee benefit defined benefit$9,000133
YTD Gross Income from other retirement accounts$126,000231
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$378,000199
Foundation and endowment and agency accounts income$55,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000132
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,264,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,723,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$297,000156
YTD Gross Income employee benefit defined benefit$35,000147
YTD Gross Income from other retirement accounts$477,000251
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,351,000214
Foundation and endowment and agency accounts income$198,000192
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$219,000143
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$4,300,000252
YTD fiduciary expense (Dec. only)$3,574,000217
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$65,000103
YTD net fiduciary income (Dec. only)$791,000314
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$1,249,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$227,000142
YTD Gross Income employee benefit defined benefit$26,000136
YTD Gross Income from other retirement accounts$354,000232
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,008,000201
Foundation and endowment and agency accounts income$147,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$165,000136
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,176,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$842,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$157,000151
YTD Gross Income employee benefit defined benefit$17,000144
YTD Gross Income from other retirement accounts$231,000254
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$659,000212
Foundation and endowment and agency accounts income$97,000193
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$114,000140
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,117,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$446,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000156
YTD Gross Income employee benefit defined benefit$8,000136
YTD Gross Income from other retirement accounts$114,000235
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$314,000206
Foundation and endowment and agency accounts income$51,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000138
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,050,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,517,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$254,000161
YTD Gross Income employee benefit defined benefit$29,000150
YTD Gross Income from other retirement accounts$404,000248
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,126,000221
Foundation and endowment and agency accounts income$159,000192
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$206,000143
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$3,695,000257
YTD fiduciary expense (Dec. only)$3,227,000229
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$65,000112
YTD net fiduciary income (Dec. only)$533,000321
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$1,156,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$197,000145
YTD Gross Income employee benefit defined benefit$20,000145
YTD Gross Income from other retirement accounts$298,000232
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$836,000207
Foundation and endowment and agency accounts income$121,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$157,000141
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,785,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$788,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$142,000153
YTD Gross Income employee benefit defined benefit$14,000151
YTD Gross Income from other retirement accounts$195,000251
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$552,000218
Foundation and endowment and agency accounts income$77,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000142
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,877,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$411,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000148
YTD Gross Income employee benefit defined benefit$7,000138
YTD Gross Income from other retirement accounts$101,000234
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$279,000204
Foundation and endowment and agency accounts income$44,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000141
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$954,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,440,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$258,000159
YTD Gross Income employee benefit defined benefit$29,000157
YTD Gross Income from other retirement accounts$381,000250
YTD Gross Income corporate trust and agency$2,000120
Investment management and investment advisory agency accounts income$1,053,000223
Foundation and endowment and agency accounts income$152,000191
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$188,000151
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$3,503,000262
YTD fiduciary expense (Dec. only)$3,503,000209
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$0379
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$1,082,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$197,000155
YTD Gross Income employee benefit defined benefit$22,000149
YTD Gross Income from other retirement accounts$284,000235
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$779,000214
Foundation and endowment and agency accounts income$116,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,000151
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,621,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$737,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000159
YTD Gross Income employee benefit defined benefit$13,000156
YTD Gross Income from other retirement accounts$186,000251
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$520,000224
Foundation and endowment and agency accounts income$75,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000150
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,759,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$387,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000168
YTD Gross Income employee benefit defined benefit$6,000156
YTD Gross Income from other retirement accounts$92,000249
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$247,000225
Foundation and endowment and agency accounts income$35,000193
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000145
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$865,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,565,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000173
YTD Gross Income employee benefit defined benefit$27,000167
YTD Gross Income from other retirement accounts$379,000249
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,008,000233
Foundation and endowment and agency accounts income$141,000204
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$185,000157
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$3,558,000256
YTD fiduciary expense (Dec. only)$2,923,000233
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$635,000319
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$1,134,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$197,000168
YTD Gross Income employee benefit defined benefit$19,000159
YTD Gross Income from other retirement accounts$294,000238
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$762,000230
Foundation and endowment and agency accounts income$103,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,000164
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,626,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$766,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000169
YTD Gross Income employee benefit defined benefit$13,000156
YTD Gross Income from other retirement accounts$197,000240
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$489,000235
Foundation and endowment and agency accounts income$60,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000154
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,755,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$423,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000160
YTD Gross Income employee benefit defined benefit$7,000153
YTD Gross Income from other retirement accounts$101,000239
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$252,000229
Foundation and endowment and agency accounts income$28,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000163
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$931,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,472,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$228,000182
YTD Gross Income employee benefit defined benefit$23,000185
YTD Gross Income from other retirement accounts$385,000237
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$988,000233
Foundation and endowment and agency accounts income$121,000208
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$167,000164
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$3,384,000256
YTD fiduciary expense (Dec. only)$2,744,000242
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$65,000131
YTD net fiduciary income (Dec. only)$705,000299
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$1,126,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000173
YTD Gross Income employee benefit defined benefit$18,000164
YTD Gross Income from other retirement accounts$290,000232
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$740,000228
Foundation and endowment and agency accounts income$90,000194
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$128,000152
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,563,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$785,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000170
YTD Gross Income employee benefit defined benefit$11,000162
YTD Gross Income from other retirement accounts$195,000227
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$495,000221
Foundation and endowment and agency accounts income$87,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000177
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,752,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$439,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000175
YTD Gross Income employee benefit defined benefit$6,000159
YTD Gross Income from other retirement accounts$99,000222
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$238,000221
Foundation and endowment and agency accounts income$27,000202
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000158
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$899,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,356,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$229,000183
YTD Gross Income employee benefit defined benefit$21,000187
YTD Gross Income from other retirement accounts$376,000220
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$889,000228
Foundation and endowment and agency accounts income$124,000199
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$157,000168
YTD Gross income other trust accounts$1,000286
Gross Fiduciary activities income$3,153,000260
YTD fiduciary expense (Dec. only)$2,711,000232
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$65,000119
YTD net fiduciary income (Dec. only)$507,000317
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$985,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000173
YTD Gross Income employee benefit defined benefit$16,000164
YTD Gross Income from other retirement accounts$276,000218
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$658,000228
Foundation and endowment and agency accounts income$93,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000163
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$2,327,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$664,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000168
YTD Gross Income employee benefit defined benefit$10,000164
YTD Gross Income from other retirement accounts$181,000225
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$434,000228
Foundation and endowment and agency accounts income$61,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000164
YTD Gross income other trust accounts$1,000199
Gross Fiduciary activities income$1,562,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$345,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000185
YTD Gross Income employee benefit defined benefit$5,000165
YTD Gross Income from other retirement accounts$89,000228
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$213,000228
Foundation and endowment and agency accounts income$27,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000169
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$762,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,363,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$223,000192
YTD Gross Income employee benefit defined benefit$21,000192
YTD Gross Income from other retirement accounts$348,000238
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$709,000268
Foundation and endowment and agency accounts income$125,000206
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$159,000175
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$2,948,000269
YTD fiduciary expense (Dec. only)$2,474,000250
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$65,000120
YTD net fiduciary income (Dec. only)$539,000328
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,059,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000181
YTD Gross Income employee benefit defined benefit$16,000172
YTD Gross Income from other retirement accounts$259,000228
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$523,000256
Foundation and endowment and agency accounts income$95,000191
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,000171
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,246,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$739,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$130,000172
YTD Gross Income employee benefit defined benefit$11,000172
YTD Gross Income from other retirement accounts$172,000235
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$339,000258
Foundation and endowment and agency accounts income$59,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000171
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,530,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$413,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000189
YTD Gross Income employee benefit defined benefit$5,000172
YTD Gross Income from other retirement accounts$86,000231
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$168,000260
Foundation and endowment and agency accounts income$32,000188
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000175
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$792,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,192,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$218,000194
YTD Gross Income employee benefit defined benefit$19,000204
YTD Gross Income from other retirement accounts$316,000248
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$668,000268
Foundation and endowment and agency accounts income$109,000205
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$159,000172
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$2,682,000286
YTD fiduciary expense (Dec. only)$2,120,000264
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$562,000320
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$886,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000179
YTD Gross Income employee benefit defined benefit$14,000185
YTD Gross Income from other retirement accounts$234,000234
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$500,000256
Foundation and endowment and agency accounts income$86,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$125,000166
YTD Gross income other trust accounts$1,000210
Gross Fiduciary activities income$2,016,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$605,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000178
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$156,000235
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$327,000261
Foundation and endowment and agency accounts income$53,000196
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000162
YTD Gross income other trust accounts$1,000201
Gross Fiduciary activities income$1,351,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$313,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000196
YTD Gross Income employee benefit defined benefit$4,000184
YTD Gross Income from other retirement accounts$77,000239
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$157,000255
Foundation and endowment and agency accounts income$29,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000165
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$667,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,055,000239
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$219,000185
YTD Gross Income employee benefit defined benefit$16,000213
YTD Gross Income from other retirement accounts$278,000252
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$560,000273
Foundation and endowment and agency accounts income$114,000192
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$140,000185
YTD Gross income other trust accounts$1,000286
Gross Fiduciary activities income$2,383,000292
YTD fiduciary expense (Dec. only)$1,990,000263
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$65,000114
YTD net fiduciary income (Dec. only)$458,000334
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$783,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$168,000178
YTD Gross Income employee benefit defined benefit$11,000186
YTD Gross Income from other retirement accounts$206,000238
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$410,000253
Foundation and endowment and agency accounts income$79,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000176
YTD Gross income other trust accounts$1,000203
Gross Fiduciary activities income$1,760,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$527,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000180
YTD Gross Income employee benefit defined benefit$8,000181
YTD Gross Income from other retirement accounts$139,000238
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$272,000251
Foundation and endowment and agency accounts income$51,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000176
YTD Gross income other trust accounts$1,000197
Gross Fiduciary activities income$1,178,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$267,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000172
YTD Gross Income employee benefit defined benefit$4,000183
YTD Gross Income from other retirement accounts$70,000238
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$136,000254
Foundation and endowment and agency accounts income$27,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000183
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$602,000284
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,020,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$227,000193
YTD Gross Income employee benefit defined benefit$13,000216
YTD Gross Income from other retirement accounts$230,000264
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$462,000281
Foundation and endowment and agency accounts income$98,000194
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$125,000190
YTD Gross income other trust accounts$1,000279
Gross Fiduciary activities income$2,176,000297
YTD fiduciary expense (Dec. only)$1,899,000256
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$65,000113
YTD net fiduciary income (Dec. only)$342,000348
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$809,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000184
YTD Gross Income employee benefit defined benefit$9,000191
YTD Gross Income from other retirement accounts$165,000246
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$346,000257
Foundation and endowment and agency accounts income$68,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000177
YTD Gross income other trust accounts$1,000197
Gross Fiduciary activities income$1,668,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$586,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000175
YTD Gross Income employee benefit defined benefit$6,000189
YTD Gross Income from other retirement accounts$107,000251
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$229,000258
Foundation and endowment and agency accounts income$41,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000171
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,160,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$326,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000176
YTD Gross Income employee benefit defined benefit$3,000184
YTD Gross Income from other retirement accounts$50,000251
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$117,000251
Foundation and endowment and agency accounts income$24,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000176
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$613,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$959,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$229,000184
YTD Gross Income employee benefit defined benefit$11,000217
YTD Gross Income from other retirement accounts$183,000290
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$471,000274
Foundation and endowment and agency accounts income$91,000186
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$119,000193
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,063,000263
YTD fiduciary expense (Dec. only)$1,803,000265
YTD fiduciary net loss (Dec. only)$39,00088
YTD fiduciary intracompany income (Dec. only)$60,000124
YTD net fiduciary income (Dec. only)$281,000370
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$747,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000176
YTD Gross Income employee benefit defined benefit$8,000197
YTD Gross Income from other retirement accounts$137,000258
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$360,000254
Foundation and endowment and agency accounts income$67,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000178
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,587,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$511,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000176
YTD Gross Income employee benefit defined benefit$5,000197
YTD Gross Income from other retirement accounts$92,000262
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$243,000259
Foundation and endowment and agency accounts income$45,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000175
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,083,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$275,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000170
YTD Gross Income employee benefit defined benefit$3,000194
YTD Gross Income from other retirement accounts$46,000260
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$122,000256
Foundation and endowment and agency accounts income$22,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000168
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$572,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$864,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000193
YTD Gross Income employee benefit defined benefit$9,000236
YTD Gross Income from other retirement accounts$183,000274
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$431,000278
Foundation and endowment and agency accounts income$88,000184
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$117,000213
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$1,909,000275
YTD fiduciary expense (Dec. only)$1,661,000272
YTD fiduciary net loss (Dec. only)$95,00054
YTD fiduciary intracompany income (Dec. only)$60,000118
YTD net fiduciary income (Dec. only)$213,000395
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$661,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000177
YTD Gross Income employee benefit defined benefit$7,000202
YTD Gross Income from other retirement accounts$137,000236
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$319,000245
Foundation and endowment and agency accounts income$65,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000187
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$1,445,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$470,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000177
YTD Gross Income employee benefit defined benefit$4,000200
YTD Gross Income from other retirement accounts$91,000238
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$212,000249
Foundation and endowment and agency accounts income$44,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000188
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$999,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$253,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000171
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$45,000239
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$107,000247
Foundation and endowment and agency accounts income$23,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000174
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$533,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$893,000239
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000209
YTD Gross Income employee benefit defined benefit$7,000240
YTD Gross Income from other retirement accounts$205,000234
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$424,000267
Foundation and endowment and agency accounts income$20,000245
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$145,000186
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$1,856,000260
YTD fiduciary expense (Dec. only)$1,562,000275
YTD fiduciary net loss (Dec. only)$1,000197
YTD fiduciary intracompany income (Dec. only)$60,000112
YTD net fiduciary income (Dec. only)$353,000315
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$674,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000198
YTD Gross Income employee benefit defined benefit$5,000199
YTD Gross Income from other retirement accounts$161,000214
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000174
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,381,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$447,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000212
YTD Gross Income employee benefit defined benefit$3,000201
YTD Gross Income from other retirement accounts$117,000206
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000181
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$917,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$238,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000167
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$30,000266
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000176
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$478,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,879,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,438,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$986,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$531,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,793,000297
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,328,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$894,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$470,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,671,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,294,000299
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$876,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$466,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,612,000313
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,255,000297
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$860,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$423,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,467,000305
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,148,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$744,000310
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$381,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,409,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,039,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$709,000331
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$358,000333
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,290,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,327,000365
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,311,000368
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,157,000431
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$973,000469
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$783,000538
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$653,000631
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$601,000686
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$585,000692
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$533,000739
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$510,000757
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA