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First American Trust, FSB, Gross Fiduciary and Related Services Income

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$11,058,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000213
YTD Gross Income employee benefit defined benefit$126,000102
YTD Gross Income from other retirement accounts$2,627,00082
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$4,337,000114
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,132,00067
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$19,382,000105
YTD fiduciary expense (Dec. only)$15,723,00085
YTD fiduciary net loss (Dec. only)$164,00045
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$3,495,000148
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$8,149,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000187
YTD Gross Income employee benefit defined benefit$105,00097
YTD Gross Income from other retirement accounts$1,973,00081
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$3,016,000120
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$858,00066
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$14,188,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,440,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000219
YTD Gross Income employee benefit defined benefit$68,000101
YTD Gross Income from other retirement accounts$1,347,00076
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,974,000119
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$494,00070
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$9,365,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,427,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000207
YTD Gross Income employee benefit defined benefit$23,000110
YTD Gross Income from other retirement accounts$694,00077
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,316,00093
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$266,00068
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$4,744,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,280,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000222
YTD Gross Income employee benefit defined benefit$118,000108
YTD Gross Income from other retirement accounts$2,314,00080
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$4,841,00095
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,172,00066
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$17,822,000101
YTD fiduciary expense (Dec. only)$14,319,00086
YTD fiduciary net loss (Dec. only)$49,00077
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$3,454,000129
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,893,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000200
YTD Gross Income employee benefit defined benefit$94,000104
YTD Gross Income from other retirement accounts$1,666,00081
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$3,643,00093
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$916,00063
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$13,282,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,864,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000216
YTD Gross Income employee benefit defined benefit$73,000100
YTD Gross Income from other retirement accounts$1,059,00083
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,364,00096
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$541,00069
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$8,951,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,505,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000196
YTD Gross Income employee benefit defined benefit$31,000100
YTD Gross Income from other retirement accounts$528,00085
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,191,00098
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$334,00066
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$4,614,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,240,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000232
YTD Gross Income employee benefit defined benefit$92,000119
YTD Gross Income from other retirement accounts$1,813,00093
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$4,627,00094
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,049,00071
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$16,882,000105
YTD fiduciary expense (Dec. only)$14,589,00088
YTD fiduciary net loss (Dec. only)$-2,0005,164
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,295,000159
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$6,929,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000218
YTD Gross Income employee benefit defined benefit$67,000117
YTD Gross Income from other retirement accounts$1,317,00095
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$3,426,00094
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$781,00070
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$12,564,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,727,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000261
YTD Gross Income employee benefit defined benefit$41,000123
YTD Gross Income from other retirement accounts$852,00095
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$2,220,00094
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$463,00071
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,318,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,328,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000242
YTD Gross Income employee benefit defined benefit$11,000135
YTD Gross Income from other retirement accounts$410,00096
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,078,00098
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$255,00067
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$4,095,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,329,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$168,000195
YTD Gross Income employee benefit defined benefit$120,000114
YTD Gross Income from other retirement accounts$1,548,00094
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$3,832,000107
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$1,124,00065
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$17,121,000101
YTD fiduciary expense (Dec. only)$14,184,00091
YTD fiduciary net loss (Dec. only)$-5,0005,402
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$2,942,000142
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$7,768,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$121,000195
YTD Gross Income employee benefit defined benefit$94,000110
YTD Gross Income from other retirement accounts$1,146,00093
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,895,000107
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$866,00066
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$12,890,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,317,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000206
YTD Gross Income employee benefit defined benefit$64,000112
YTD Gross Income from other retirement accounts$751,00093
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,963,000103
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$518,00068
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$8,681,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,579,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000215
YTD Gross Income employee benefit defined benefit$40,000105
YTD Gross Income from other retirement accounts$370,00096
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$969,000109
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$273,00065
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,264,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,047,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$173,000200
YTD Gross Income employee benefit defined benefit$151,000110
YTD Gross Income from other retirement accounts$1,312,00096
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$3,552,000111
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$883,00070
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$15,118,000105
YTD fiduciary expense (Dec. only)$13,429,00093
YTD fiduciary net loss (Dec. only)$14,000110
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,675,000185
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$6,790,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000179
YTD Gross Income employee benefit defined benefit$129,000101
YTD Gross Income from other retirement accounts$953,00099
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,639,000111
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$696,00067
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$11,355,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,747,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$128,000162
YTD Gross Income employee benefit defined benefit$76,000105
YTD Gross Income from other retirement accounts$623,00099
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,668,000111
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$406,00070
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$7,648,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,574,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000216
YTD Gross Income employee benefit defined benefit$96,00076
YTD Gross Income from other retirement accounts$103,000217
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$886,000109
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$214,00070
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$3,897,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,849,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000244
YTD Gross Income employee benefit defined benefit$336,00078
YTD Gross Income from other retirement accounts$1,156,00099
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$3,196,000109
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$981,00068
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$14,613,000103
YTD fiduciary expense (Dec. only)$12,675,00092
YTD fiduciary net loss (Dec. only)$16,000104
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,922,000159
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$6,919,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000218
YTD Gross Income employee benefit defined benefit$268,00077
YTD Gross Income from other retirement accounts$851,00097
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,332,000108
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$680,00070
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$11,127,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,697,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000216
YTD Gross Income employee benefit defined benefit$160,00078
YTD Gross Income from other retirement accounts$560,00097
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,518,000111
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$440,00068
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$7,430,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,254,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000221
YTD Gross Income employee benefit defined benefit$76,00081
YTD Gross Income from other retirement accounts$275,00096
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$751,000113
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$231,00064
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,610,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,446,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000244
YTD Gross Income employee benefit defined benefit$296,00083
YTD Gross Income from other retirement accounts$1,138,00098
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$3,268,000105
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$929,00072
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$14,181,000104
YTD fiduciary expense (Dec. only)$11,963,00095
YTD fiduciary net loss (Dec. only)$88,00052
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,130,000158
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$6,515,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000216
YTD Gross Income employee benefit defined benefit$247,00082
YTD Gross Income from other retirement accounts$855,00096
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,427,000104
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$722,00072
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$10,854,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,533,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000221
YTD Gross Income employee benefit defined benefit$153,00084
YTD Gross Income from other retirement accounts$574,00096
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,641,000104
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$473,00073
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$7,426,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,295,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000221
YTD Gross Income employee benefit defined benefit$87,00079
YTD Gross Income from other retirement accounts$284,00098
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$824,000110
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$248,00070
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$3,766,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,976,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000238
YTD Gross Income employee benefit defined benefit$323,00079
YTD Gross Income from other retirement accounts$1,009,00097
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$3,006,000104
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$1,057,00067
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$14,489,00099
YTD fiduciary expense (Dec. only)$12,135,00088
YTD fiduciary net loss (Dec. only)$21,00094
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,333,000144
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$7,107,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000202
YTD Gross Income employee benefit defined benefit$250,00078
YTD Gross Income from other retirement accounts$756,00095
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$2,097,000110
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$860,00068
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$11,192,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,141,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000204
YTD Gross Income employee benefit defined benefit$161,00077
YTD Gross Income from other retirement accounts$501,00095
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,354,000114
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$659,00064
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,891,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,361,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000215
YTD Gross Income employee benefit defined benefit$81,00082
YTD Gross Income from other retirement accounts$246,00097
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$671,000115
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$417,00061
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,808,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,290,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000210
YTD Gross Income employee benefit defined benefit$283,00081
YTD Gross Income from other retirement accounts$939,00098
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$2,544,000112
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$1,003,00068
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$14,209,00096
YTD fiduciary expense (Dec. only)$12,174,00082
YTD fiduciary net loss (Dec. only)$69,00066
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,966,000146
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$7,021,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000202
YTD Gross Income employee benefit defined benefit$203,00083
YTD Gross Income from other retirement accounts$698,00094
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,867,000109
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$595,00074
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$10,491,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,807,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000205
YTD Gross Income employee benefit defined benefit$141,00082
YTD Gross Income from other retirement accounts$465,00094
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,255,000109
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$397,00074
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$7,130,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,377,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000224
YTD Gross Income employee benefit defined benefit$56,00091
YTD Gross Income from other retirement accounts$232,00096
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$611,000115
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$194,00074
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,495,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,567,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000213
YTD Gross Income employee benefit defined benefit$972,00048
YTD Gross Income from other retirement accounts$905,00092
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$2,331,000111
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$972,00066
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$14,916,00083
YTD fiduciary expense (Dec. only)$11,816,00087
YTD fiduciary net loss (Dec. only)$25,00089
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$3,075,000100
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$7,425,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000241
YTD Gross Income employee benefit defined benefit$781,00048
YTD Gross Income from other retirement accounts$677,00090
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,723,000111
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$768,00065
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$11,426,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,908,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000245
YTD Gross Income employee benefit defined benefit$511,00046
YTD Gross Income from other retirement accounts$452,00089
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,152,000107
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$374,00070
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$7,429,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,207,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000245
YTD Gross Income employee benefit defined benefit$253,00047
YTD Gross Income from other retirement accounts$224,00089
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$597,000107
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$174,00072
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,469,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,938,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000262
YTD Gross Income employee benefit defined benefit$1,031,00045
YTD Gross Income from other retirement accounts$891,00083
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$2,590,00094
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$816,00068
YTD Gross income other trust accounts$0299
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$10,971,00085
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$3,377,00084
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$7,134,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000225
YTD Gross Income employee benefit defined benefit$776,00047
YTD Gross Income from other retirement accounts$675,00085
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,904,00097
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$625,00070
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$8,344,0003
YTD fiduciary net loss (Dec. only)$2,0004
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$2,836,00021
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$4,828,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000230
YTD Gross Income employee benefit defined benefit$540,00047
YTD Gross Income from other retirement accounts$447,00083
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,285,00097
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$486,00066
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$5,697,0003
YTD fiduciary net loss (Dec. only)$2,0004
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$1,934,00020
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$2,372,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000220
YTD Gross Income employee benefit defined benefit$291,00047
YTD Gross Income from other retirement accounts$220,00085
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$658,00094
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$249,00066
YTD Gross income other trust accounts$0200
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$2,927,0004
YTD fiduciary net loss (Dec. only)$1,0007
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$891,00022
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$8,268,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000250
YTD Gross Income employee benefit defined benefit$1,031,00049
YTD Gross Income from other retirement accounts$812,00087
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$3,019,00078
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$536,00096
YTD Gross income other trust accounts$0312
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$11,655,00083
YTD fiduciary net loss (Dec. only)$60,00068
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$2,059,000118
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$6,246,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000209
YTD Gross Income employee benefit defined benefit$769,00050
YTD Gross Income from other retirement accounts$600,00086
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$2,373,00074
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$407,00091
YTD Gross income other trust accounts$0210
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$8,996,0004
YTD fiduciary net loss (Dec. only)$55,0003
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$1,432,00029
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$4,022,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000224
YTD Gross Income employee benefit defined benefit$484,00049
YTD Gross Income from other retirement accounts$405,00087
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,747,00073
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$271,00092
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$6,076,0004
YTD fiduciary net loss (Dec. only)$55,0003
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$848,00032
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$2,100,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000231
YTD Gross Income employee benefit defined benefit$221,00049
YTD Gross Income from other retirement accounts$202,00085
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$757,00078
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,00099
YTD Gross income other trust accounts$0202
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$3,097,0005
YTD fiduciary net loss (Dec. only)$-1,000756
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$322,00034
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$8,080,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000253
YTD Gross Income employee benefit defined benefit$915,00048
YTD Gross Income from other retirement accounts$806,00082
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,636,00080
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$522,00096
YTD Gross income other trust accounts$0317
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$13,040,00076
YTD fiduciary net loss (Dec. only)$92,00060
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-76,0007,940
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$5,344,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,000135
YTD Gross Income employee benefit defined benefit$1,026,00043
YTD Gross Income from other retirement accounts$652,00076
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$396,00096
YTD Gross income other trust accounts$0218
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$10,028,0005
YTD fiduciary net loss (Dec. only)$60,0003
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$-332,000778
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$3,664,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$204,000136
YTD Gross Income employee benefit defined benefit$687,00043
YTD Gross Income from other retirement accounts$423,00078
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$268,00097
YTD Gross income other trust accounts$0218
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$6,642,0005
YTD fiduciary net loss (Dec. only)$59,0003
YTD fiduciary intracompany income (Dec. only)$04
YTD net fiduciary income (Dec. only)$-157,000790
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,896,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000137
YTD Gross Income employee benefit defined benefit$331,00041
YTD Gross Income from other retirement accounts$207,00074
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$165,00086
YTD Gross income other trust accounts$0211
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$3,453,0006
YTD fiduciary net loss (Dec. only)$12,0005
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$-169,000798
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA