Home > Farmers and Merchants Trust Company of Chambersburg > Gross Fiduciary and Related Services Income

Farmers and Merchants Trust Company of Chambersburg, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,604,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$281,000152
YTD Gross Income employee benefit defined benefit$49,000176
YTD Gross Income from other retirement accounts$1,390,000129
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,188,000222
Foundation and endowment and agency accounts income$375,000149
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$70,000271
YTD Gross income other trust accounts$228,00097
Gross Fiduciary activities income$7,185,000217
YTD fiduciary expense (Dec. only)$4,323,000230
YTD fiduciary net loss (Dec. only)$2,000195
YTD fiduciary intracompany income (Dec. only)$10,000121
YTD net fiduciary income (Dec. only)$2,870,000175
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$0356
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0335
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0378
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$5,359,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,290,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$145,000144
YTD Gross Income employee benefit defined benefit$26,000179
YTD Gross Income from other retirement accounts$678,000127
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,058,000219
Foundation and endowment and agency accounts income$186,000147
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$36,000255
YTD Gross income other trust accounts$215,00083
Gross Fiduciary activities income$3,634,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$0337
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,729,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,637,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,000153
YTD Gross Income employee benefit defined benefit$63,000137
YTD Gross Income from other retirement accounts$1,318,000137
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,966,000188
Foundation and endowment and agency accounts income$375,000156
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$66,000270
YTD Gross income other trust accounts$240,000101
Gross Fiduciary activities income$6,983,000232
YTD fiduciary expense (Dec. only)$4,494,000232
YTD fiduciary net loss (Dec. only)$8,000157
YTD fiduciary intracompany income (Dec. only)$66,000116
YTD net fiduciary income (Dec. only)$2,547,000199
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$2,001,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$246,000146
YTD Gross Income employee benefit defined benefit$42,000137
YTD Gross Income from other retirement accounts$987,000139
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,467,000190
Foundation and endowment and agency accounts income$282,000153
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$51,000249
YTD Gross income other trust accounts$227,00090
Gross Fiduciary activities income$5,303,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,361,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000140
YTD Gross Income employee benefit defined benefit$29,000129
YTD Gross Income from other retirement accounts$672,000133
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$990,000174
Foundation and endowment and agency accounts income$189,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000239
YTD Gross income other trust accounts$220,00074
Gross Fiduciary activities income$3,670,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$709,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000131
YTD Gross Income employee benefit defined benefit$15,000118
YTD Gross Income from other retirement accounts$343,000134
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$508,000172
Foundation and endowment and agency accounts income$94,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000216
YTD Gross income other trust accounts$11,000108
Gross Fiduciary activities income$1,797,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,559,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$329,000149
YTD Gross Income employee benefit defined benefit$68,000124
YTD Gross Income from other retirement accounts$1,396,000130
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,921,000177
Foundation and endowment and agency accounts income$384,000141
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$74,000239
YTD Gross income other trust accounts$216,00088
Gross Fiduciary activities income$6,947,000204
YTD fiduciary expense (Dec. only)$3,597,000214
YTD fiduciary net loss (Dec. only)$20,000101
YTD fiduciary intracompany income (Dec. only)$72,000101
YTD net fiduciary income (Dec. only)$3,402,000152
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$0330
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$0313
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0301
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,163,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,222,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$164,000148
YTD Gross Income employee benefit defined benefit$36,000123
YTD Gross Income from other retirement accounts$681,000132
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$925,000181
Foundation and endowment and agency accounts income$189,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000235
YTD Gross income other trust accounts$202,00075
Gross Fiduciary activities income$3,457,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$0315
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0299
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,599,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,106,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$323,000144
YTD Gross Income employee benefit defined benefit$19,000167
YTD Gross Income from other retirement accounts$1,177,000135
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,584,000187
Foundation and endowment and agency accounts income$331,000143
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$65,000253
YTD Gross income other trust accounts$224,00089
Gross Fiduciary activities income$5,829,000205
YTD fiduciary expense (Dec. only)$3,481,000220
YTD fiduciary net loss (Dec. only)$13,000116
YTD fiduciary intracompany income (Dec. only)$72,000110
YTD net fiduciary income (Dec. only)$2,407,000155
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$1,539,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$246,000136
YTD Gross Income employee benefit defined benefit$2,000178
YTD Gross Income from other retirement accounts$857,000133
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,156,000182
Foundation and endowment and agency accounts income$241,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000227
YTD Gross income other trust accounts$216,00082
Gross Fiduciary activities income$4,306,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,013,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000141
YTD Gross Income employee benefit defined benefit$1,000196
YTD Gross Income from other retirement accounts$566,000133
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$758,000187
Foundation and endowment and agency accounts income$157,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000239
YTD Gross income other trust accounts$210,00076
Gross Fiduciary activities income$2,912,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$507,000174
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$1,000172
YTD Gross Income from other retirement accounts$282,000134
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$381,000181
Foundation and endowment and agency accounts income$79,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000217
YTD Gross income other trust accounts$4,000141
Gross Fiduciary activities income$1,371,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,273,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$301,000154
YTD Gross Income employee benefit defined benefit$28,000159
YTD Gross Income from other retirement accounts$1,145,000127
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,508,000187
Foundation and endowment and agency accounts income$313,000140
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$84,000221
YTD Gross income other trust accounts$255,00088
Gross Fiduciary activities income$5,907,000203
YTD fiduciary expense (Dec. only)$3,639,000206
YTD fiduciary net loss (Dec. only)$6,000118
YTD fiduciary intracompany income (Dec. only)$71,000110
YTD net fiduciary income (Dec. only)$2,333,000157
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$1,687,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$210,000151
YTD Gross Income employee benefit defined benefit$21,000153
YTD Gross Income from other retirement accounts$841,000128
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,118,000185
Foundation and endowment and agency accounts income$231,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000210
YTD Gross income other trust accounts$231,00081
Gross Fiduciary activities income$4,405,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,138,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000154
YTD Gross Income employee benefit defined benefit$14,000150
YTD Gross Income from other retirement accounts$555,000128
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$740,000189
Foundation and endowment and agency accounts income$152,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000218
YTD Gross income other trust accounts$181,00081
Gross Fiduciary activities income$2,965,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$559,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000152
YTD Gross Income employee benefit defined benefit$13,000131
YTD Gross Income from other retirement accounts$270,000130
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$363,000189
Foundation and endowment and agency accounts income$75,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000196
YTD Gross income other trust accounts$4,000147
Gross Fiduciary activities income$1,384,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,201,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000165
YTD Gross Income employee benefit defined benefit$20,000181
YTD Gross Income from other retirement accounts$1,041,000131
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,400,000199
Foundation and endowment and agency accounts income$289,000142
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$75,000242
YTD Gross income other trust accounts$90,000130
Gross Fiduciary activities income$5,387,000208
YTD fiduciary expense (Dec. only)$3,357,000215
YTD fiduciary net loss (Dec. only)$5,000151
YTD fiduciary intracompany income (Dec. only)$70,000117
YTD net fiduciary income (Dec. only)$2,095,000169
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$1,655,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000167
YTD Gross Income employee benefit defined benefit$14,000171
YTD Gross Income from other retirement accounts$781,000129
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,062,000196
Foundation and endowment and agency accounts income$216,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000230
YTD Gross income other trust accounts$80,000120
Gross Fiduciary activities income$4,066,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,089,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000168
YTD Gross Income employee benefit defined benefit$13,000156
YTD Gross Income from other retirement accounts$516,000129
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$700,000195
Foundation and endowment and agency accounts income$140,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000225
YTD Gross income other trust accounts$79,000109
Gross Fiduciary activities income$2,717,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$536,000166
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$13,000132
YTD Gross Income from other retirement accounts$257,000131
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$348,000195
Foundation and endowment and agency accounts income$69,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000205
YTD Gross income other trust accounts$3,000158
Gross Fiduciary activities income$1,329,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,101,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$266,000167
YTD Gross Income employee benefit defined benefit$32,000169
YTD Gross Income from other retirement accounts$948,000130
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,281,000198
Foundation and endowment and agency accounts income$260,000144
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$80,000249
YTD Gross income other trust accounts$87,000142
Gross Fiduciary activities income$5,055,000207
YTD fiduciary expense (Dec. only)$3,096,000223
YTD fiduciary net loss (Dec. only)$7,000129
YTD fiduciary intracompany income (Dec. only)$68,000127
YTD net fiduciary income (Dec. only)$2,020,000164
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$1,572,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000165
YTD Gross Income employee benefit defined benefit$23,000155
YTD Gross Income from other retirement accounts$690,000130
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$942,000200
Foundation and endowment and agency accounts income$193,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000225
YTD Gross income other trust accounts$86,000118
Gross Fiduciary activities income$3,758,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,019,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000160
YTD Gross Income employee benefit defined benefit$21,000142
YTD Gross Income from other retirement accounts$455,000132
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$618,000199
Foundation and endowment and agency accounts income$128,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000196
YTD Gross income other trust accounts$81,000104
Gross Fiduciary activities income$2,505,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$523,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000153
YTD Gross Income employee benefit defined benefit$14,000131
YTD Gross Income from other retirement accounts$225,000128
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$303,000198
Foundation and endowment and agency accounts income$64,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000182
YTD Gross income other trust accounts$3,000161
Gross Fiduciary activities income$1,237,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,078,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000188
YTD Gross Income employee benefit defined benefit$31,000172
YTD Gross Income from other retirement accounts$840,000135
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,100,000200
Foundation and endowment and agency accounts income$245,000140
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$89,000223
YTD Gross income other trust accounts$82,000144
Gross Fiduciary activities income$4,680,000208
YTD fiduciary expense (Dec. only)$2,702,000234
YTD fiduciary net loss (Dec. only)$4,000138
YTD fiduciary intracompany income (Dec. only)$67,000118
YTD net fiduciary income (Dec. only)$2,041,000154
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,568,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$160,000180
YTD Gross Income employee benefit defined benefit$21,000156
YTD Gross Income from other retirement accounts$616,000128
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$813,000201
Foundation and endowment and agency accounts income$181,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000205
YTD Gross income other trust accounts$79,000123
Gross Fiduciary activities income$3,503,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,045,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000176
YTD Gross Income employee benefit defined benefit$19,000148
YTD Gross Income from other retirement accounts$406,000128
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$534,000204
Foundation and endowment and agency accounts income$119,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000205
YTD Gross income other trust accounts$75,000108
Gross Fiduciary activities income$2,353,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$564,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000163
YTD Gross Income employee benefit defined benefit$13,000138
YTD Gross Income from other retirement accounts$197,000129
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$263,000202
Foundation and endowment and agency accounts income$59,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000184
YTD Gross income other trust accounts$1,000187
Gross Fiduciary activities income$1,192,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,295,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000208
YTD Gross Income employee benefit defined benefit$34,000177
YTD Gross Income from other retirement accounts$782,000139
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,034,000214
Foundation and endowment and agency accounts income$239,000142
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$38,000334
YTD Gross income other trust accounts$104,000125
Gross Fiduciary activities income$4,692,000210
YTD fiduciary expense (Dec. only)$2,783,000233
YTD fiduciary net loss (Dec. only)$3,000156
YTD fiduciary intracompany income (Dec. only)$68,000119
YTD net fiduciary income (Dec. only)$1,974,000165
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$1,742,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$125,000198
YTD Gross Income employee benefit defined benefit$27,000156
YTD Gross Income from other retirement accounts$569,000139
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$768,000214
Foundation and endowment and agency accounts income$178,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000292
YTD Gross income other trust accounts$100,000108
Gross Fiduciary activities income$3,536,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,210,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000196
YTD Gross Income employee benefit defined benefit$22,000149
YTD Gross Income from other retirement accounts$380,000136
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$514,000214
Foundation and endowment and agency accounts income$119,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000280
YTD Gross income other trust accounts$94,00094
Gross Fiduciary activities income$2,448,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$606,000151
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$14,000138
YTD Gross Income from other retirement accounts$185,000135
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$254,000214
Foundation and endowment and agency accounts income$59,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000242
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$1,186,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,162,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000227
YTD Gross Income employee benefit defined benefit$29,000182
YTD Gross Income from other retirement accounts$680,000145
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$888,000227
Foundation and endowment and agency accounts income$226,000143
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$23,000387
YTD Gross income other trust accounts$76,000142
Gross Fiduciary activities income$4,221,000219
YTD fiduciary expense (Dec. only)$2,644,000230
YTD fiduciary net loss (Dec. only)$5,000145
YTD fiduciary intracompany income (Dec. only)$67,000120
YTD net fiduciary income (Dec. only)$1,639,000177
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,560,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000215
YTD Gross Income employee benefit defined benefit$22,000166
YTD Gross Income from other retirement accounts$496,000144
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$645,000228
Foundation and endowment and agency accounts income$169,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000323
YTD Gross income other trust accounts$71,000128
Gross Fiduciary activities income$3,080,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,017,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000209
YTD Gross Income employee benefit defined benefit$17,000160
YTD Gross Income from other retirement accounts$333,000143
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$415,000236
Foundation and endowment and agency accounts income$112,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000318
YTD Gross income other trust accounts$69,000106
Gross Fiduciary activities income$2,046,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$577,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000198
YTD Gross Income employee benefit defined benefit$10,000153
YTD Gross Income from other retirement accounts$155,000148
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$215,000224
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000321
YTD Gross income other trust accounts$3,000172
Gross Fiduciary activities income$1,009,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,369,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000228
YTD Gross Income employee benefit defined benefit$24,000191
YTD Gross Income from other retirement accounts$594,000146
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$816,000225
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$29,000354
YTD Gross income other trust accounts$95,000136
Gross Fiduciary activities income$4,044,000209
YTD fiduciary expense (Dec. only)$2,689,000221
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$46,000128
YTD net fiduciary income (Dec. only)$1,399,000175
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,776,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000209
YTD Gross Income employee benefit defined benefit$15,000176
YTD Gross Income from other retirement accounts$423,000144
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$617,000214
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000290
YTD Gross income other trust accounts$90,000108
Gross Fiduciary activities income$3,032,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,140,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000208
YTD Gross Income employee benefit defined benefit$13,000163
YTD Gross Income from other retirement accounts$279,000144
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$410,000212
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000290
YTD Gross income other trust accounts$59,000111
Gross Fiduciary activities income$1,976,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$534,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000206
YTD Gross Income employee benefit defined benefit$8,000152
YTD Gross Income from other retirement accounts$134,000148
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$203,000216
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000287
YTD Gross income other trust accounts$2,000171
Gross Fiduciary activities income$926,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,152,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000233
YTD Gross Income employee benefit defined benefit$21,000197
YTD Gross Income from other retirement accounts$493,000155
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$727,000218
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$31,000343
YTD Gross income other trust accounts$100,000121
Gross Fiduciary activities income$3,636,000213
YTD fiduciary expense (Dec. only)$2,508,000212
YTD fiduciary net loss (Dec. only)$-1,0007,078
YTD fiduciary intracompany income (Dec. only)$54,000120
YTD net fiduciary income (Dec. only)$1,183,000179
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,519,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000210
YTD Gross Income employee benefit defined benefit$16,000177
YTD Gross Income from other retirement accounts$355,000155
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$539,000218
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000276
YTD Gross income other trust accounts$96,000103
Gross Fiduciary activities income$2,633,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$998,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000210
YTD Gross Income employee benefit defined benefit$13,000166
YTD Gross Income from other retirement accounts$236,000154
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$355,000220
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000273
YTD Gross income other trust accounts$92,00094
Gross Fiduciary activities income$1,775,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$508,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000199
YTD Gross Income employee benefit defined benefit$7,000161
YTD Gross Income from other retirement accounts$116,000157
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$176,000217
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000283
YTD Gross income other trust accounts$10,000132
Gross Fiduciary activities income$868,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,155,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000246
YTD Gross Income employee benefit defined benefit$20,000200
YTD Gross Income from other retirement accounts$465,000149
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$666,000220
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$26,000351
YTD Gross income other trust accounts$22,000212
Gross Fiduciary activities income$3,455,000182
YTD fiduciary expense (Dec. only)$2,706,000195
YTD fiduciary net loss (Dec. only)$60,00071
YTD fiduciary intracompany income (Dec. only)$65,000120
YTD net fiduciary income (Dec. only)$754,000225
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,657,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000216
YTD Gross Income employee benefit defined benefit$15,000183
YTD Gross Income from other retirement accounts$343,000151
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$502,000219
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000277
YTD Gross income other trust accounts$17,000171
Gross Fiduciary activities income$2,634,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,168,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000213
YTD Gross Income employee benefit defined benefit$9,000185
YTD Gross Income from other retirement accounts$231,000148
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$331,000223
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000274
YTD Gross income other trust accounts$12,000173
Gross Fiduciary activities income$1,827,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$517,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000201
YTD Gross Income employee benefit defined benefit$3,000194
YTD Gross Income from other retirement accounts$113,000154
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$163,000225
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000300
YTD Gross income other trust accounts$6,000162
Gross Fiduciary activities income$843,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,174,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000252
YTD Gross Income employee benefit defined benefit$16,000213
YTD Gross Income from other retirement accounts$437,000147
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$598,000228
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$34,000337
YTD Gross income other trust accounts$20,000240
Gross Fiduciary activities income$3,385,000185
YTD fiduciary expense (Dec. only)$2,364,000215
YTD fiduciary net loss (Dec. only)$2,000169
YTD fiduciary intracompany income (Dec. only)$74,000112
YTD net fiduciary income (Dec. only)$1,093,000178
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,678,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000218
YTD Gross Income employee benefit defined benefit$11,000190
YTD Gross Income from other retirement accounts$318,000145
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$442,000217
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000273
YTD Gross income other trust accounts$15,000176
Gross Fiduciary activities income$2,571,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,212,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000216
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$213,000147
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$291,000218
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000281
YTD Gross income other trust accounts$10,000180
Gross Fiduciary activities income$1,809,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$609,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000204
YTD Gross Income employee benefit defined benefit$3,000191
YTD Gross Income from other retirement accounts$104,000150
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$145,000219
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000262
YTD Gross income other trust accounts$5,000170
Gross Fiduciary activities income$914,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,884,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000243
YTD Gross Income employee benefit defined benefit$25,000188
YTD Gross Income from other retirement accounts$391,000149
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$541,000229
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$93,000240
YTD Gross income other trust accounts$17,000253
Gross Fiduciary activities income$3,062,000194
YTD fiduciary expense (Dec. only)$2,408,000207
YTD fiduciary net loss (Dec. only)$1,000197
YTD fiduciary intracompany income (Dec. only)$93,00099
YTD net fiduciary income (Dec. only)$746,000218
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,423,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$84,000214
YTD Gross Income employee benefit defined benefit$20,000171
YTD Gross Income from other retirement accounts$279,000152
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$63,000230
YTD Gross income other trust accounts$12,000190
Gross Fiduciary activities income$2,277,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$961,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000226
YTD Gross Income employee benefit defined benefit$14,000167
YTD Gross Income from other retirement accounts$183,000151
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$35,000245
YTD Gross income other trust accounts$7,000198
Gross Fiduciary activities income$1,510,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$495,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000213
YTD Gross Income employee benefit defined benefit$5,000170
YTD Gross Income from other retirement accounts$89,000154
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$17,000246
YTD Gross income other trust accounts$3,000191
Gross Fiduciary activities income$766,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,996,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,273,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,519,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$827,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,000151
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,690,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,915,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,660,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$885,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,942,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,071,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,395,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$686,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,487,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,860,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,245,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$618,000235
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
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$333,00050
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,300,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,690,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,099,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$547,000254
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
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,164,000244
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
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$1,594,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,054,000267
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
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$547,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,028,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,031,000289
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
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,267,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,248,000310
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
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,847,000335
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,431,000388
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,175,000466
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,166,000497
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,038,000518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$943,000559
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$819,000600
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA