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First Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,797,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$626,000118
YTD Gross Income employee benefit defined benefit$62,000163
YTD Gross Income from other retirement accounts$886,000174
YTD Gross Income corporate trust and agency$5,000106
Investment management and investment advisory agency accounts income$2,754,000196
Foundation and endowment and agency accounts income$0348
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$205,000175
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,335,000236
YTD fiduciary expense (Dec. only)$6,623,000179
YTD fiduciary net loss (Dec. only)$3,000186
YTD fiduciary intracompany income (Dec. only)$322,00073
YTD net fiduciary income (Dec. only)$31,000424
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,253,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$497,000109
YTD Gross Income employee benefit defined benefit$46,000165
YTD Gross Income from other retirement accounts$653,000173
YTD Gross Income corporate trust and agency$4,00083
Investment management and investment advisory agency accounts income$2,062,000195
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$146,000171
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$4,661,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$908,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$338,000106
YTD Gross Income employee benefit defined benefit$38,000169
YTD Gross Income from other retirement accounts$432,000176
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,361,000193
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$2,00091
YTD Gross income custody and safekeeping agency accounts$0377
YTD Gross income other trust accounts$83,000109
Gross Fiduciary activities income$3,162,000230
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
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$349,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000119
YTD Gross Income employee benefit defined benefit$15,000126
YTD Gross Income from other retirement accounts$211,000179
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$675,000155
Foundation and endowment and agency accounts income$3,000275
YTD Gross income other trust and agency accounts$1,00076
YTD Gross income custody and safekeeping agency accounts$38,000195
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,433,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,393,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$664,000120
YTD Gross Income employee benefit defined benefit$58,000141
YTD Gross Income from other retirement accounts$810,000193
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,562,000159
Foundation and endowment and agency accounts income$11,000344
YTD Gross income other trust and agency accounts$9,00096
YTD Gross income custody and safekeeping agency accounts$180,000182
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$5,687,000253
YTD fiduciary expense (Dec. only)$5,081,000214
YTD fiduciary net loss (Dec. only)$6,000164
YTD fiduciary intracompany income (Dec. only)$999,00052
YTD net fiduciary income (Dec. only)$1,599,000261
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,069,000262
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$583,000109
YTD Gross Income employee benefit defined benefit$49,000133
YTD Gross Income from other retirement accounts$601,000192
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,926,000161
Foundation and endowment and agency accounts income$8,000289
YTD Gross income other trust and agency accounts$8,00078
YTD Gross income custody and safekeeping agency accounts$136,000173
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$4,380,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$710,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$413,000102
YTD Gross Income employee benefit defined benefit$68,000101
YTD Gross Income from other retirement accounts$413,000180
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,316,000145
Foundation and endowment and agency accounts income$6,000309
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000164
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,020,000215
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
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$347,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000108
YTD Gross Income employee benefit defined benefit$15,000118
YTD Gross Income from other retirement accounts$215,000176
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$677,000144
Foundation and endowment and agency accounts income$3,000262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000154
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,492,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,381,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$840,000104
YTD Gross Income employee benefit defined benefit$50,000132
YTD Gross Income from other retirement accounts$826,000186
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,426,000152
Foundation and endowment and agency accounts income$7,000304
YTD Gross income other trust and agency accounts$25,00066
YTD Gross income custody and safekeeping agency accounts$169,000164
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$5,724,000219
YTD fiduciary expense (Dec. only)$4,354,000188
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$1,642,00038
YTD net fiduciary income (Dec. only)$3,012,000165
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,020,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$581,000106
YTD Gross Income employee benefit defined benefit$54,000116
YTD Gross Income from other retirement accounts$617,000180
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,806,000150
Foundation and endowment and agency accounts income$5,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,000152
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$4,237,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$652,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$346,000117
YTD Gross Income employee benefit defined benefit$57,000109
YTD Gross Income from other retirement accounts$409,000182
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,197,000150
Foundation and endowment and agency accounts income$4,000291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000164
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,765,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$311,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000109
YTD Gross Income employee benefit defined benefit$5,000146
YTD Gross Income from other retirement accounts$204,000179
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$601,000150
Foundation and endowment and agency accounts income$2,000251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000159
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,367,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,480,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$749,000104
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$766,000175
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,229,000151
Foundation and endowment and agency accounts income$5,000300
YTD Gross income other trust and agency accounts$12,00073
YTD Gross income custody and safekeeping agency accounts$178,000160
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$5,419,000213
YTD fiduciary expense (Dec. only)$4,361,000188
YTD fiduciary net loss (Dec. only)$5,000143
YTD fiduciary intracompany income (Dec. only)$1,216,00041
YTD net fiduciary income (Dec. only)$2,269,000162
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$1,202,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$605,00096
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$570,000168
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,671,000150
Foundation and endowment and agency accounts income$4,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000151
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,195,000205
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
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$732,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$431,00098
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$380,000169
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,110,000147
Foundation and endowment and agency accounts income$3,000286
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000158
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,749,000205
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
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$380,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$199,000101
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$204,000161
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$585,000144
Foundation and endowment and agency accounts income$1,000254
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000150
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,417,000204
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
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,643,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$615,000118
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$732,000174
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$2,107,000151
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$3,00097
YTD Gross income custody and safekeeping agency accounts$187,000152
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$5,287,000213
YTD fiduciary expense (Dec. only)$4,088,000191
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$1,083,00040
YTD net fiduciary income (Dec. only)$2,281,000161
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$1,266,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$438,000117
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$521,000172
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,559,000150
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$138,000153
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,924,000210
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
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$895,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000125
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$344,000174
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,038,000151
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000156
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,621,000211
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
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$389,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000125
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$170,000174
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$516,000148
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000145
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,256,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,692,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$604,000126
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$661,000175
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,991,000159
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$7,000110
YTD Gross income custody and safekeeping agency accounts$152,000172
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,107,000215
YTD fiduciary expense (Dec. only)$4,046,000190
YTD fiduciary net loss (Dec. only)$106,00055
YTD fiduciary intracompany income (Dec. only)$848,00047
YTD net fiduciary income (Dec. only)$1,803,000188
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$1,299,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$456,000125
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$488,000177
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,489,000159
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,000164
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,853,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$895,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$308,000126
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$314,000180
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$981,000160
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000175
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,570,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$354,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$160,000116
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$152,000186
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$498,000158
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000175
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,198,000223
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
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,320,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$546,000131
YTD Gross Income employee benefit defined benefit$114,000121
YTD Gross Income from other retirement accounts$557,000184
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,809,000159
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$15,000111
YTD Gross income custody and safekeeping agency accounts$125,000193
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,486,000222
YTD fiduciary expense (Dec. only)$3,809,000195
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$822,00045
YTD net fiduciary income (Dec. only)$1,497,000200
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$951,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$480,000118
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$415,000178
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,314,000162
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000184
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,265,000224
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
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$638,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,000119
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$281,000175
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$868,000164
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000179
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,167,000227
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
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$325,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000116
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$142,000176
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$425,000159
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000182
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,090,000228
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
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,213,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$681,000117
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$477,000189
YTD Gross Income corporate trust and agency$20,000102
Investment management and investment advisory agency accounts income$1,466,000171
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$89,000223
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$3,946,000228
YTD fiduciary expense (Dec. only)$4,212,000174
YTD fiduciary net loss (Dec. only)$2,000153
YTD fiduciary intracompany income (Dec. only)$677,00050
YTD net fiduciary income (Dec. only)$409,000344
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$905,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$533,000109
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$333,000197
YTD Gross Income corporate trust and agency$14,00086
Investment management and investment advisory agency accounts income$1,090,000171
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000211
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$2,937,000228
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
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$596,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$359,000110
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$221,000197
YTD Gross Income corporate trust and agency$9,00089
Investment management and investment advisory agency accounts income$732,000172
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000228
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,954,000231
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
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$300,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,00091
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$107,000201
YTD Gross Income corporate trust and agency$4,00088
Investment management and investment advisory agency accounts income$349,000176
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000234
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,024,000224
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
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,306,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$629,000121
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$366,000224
YTD Gross Income corporate trust and agency$12,000119
Investment management and investment advisory agency accounts income$1,341,000181
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$87,000233
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$3,741,000237
YTD fiduciary expense (Dec. only)$4,307,000172
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$693,00049
YTD net fiduciary income (Dec. only)$114,000495
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$975,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$475,000120
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$265,000224
YTD Gross Income corporate trust and agency$6,000107
Investment management and investment advisory agency accounts income$981,000185
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000216
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,766,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$651,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000122
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$167,000240
YTD Gross Income corporate trust and agency$4,000105
Investment management and investment advisory agency accounts income$633,000190
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000241
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,795,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$336,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$165,000117
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$81,000242
YTD Gross Income corporate trust and agency$4,00095
Investment management and investment advisory agency accounts income$314,000193
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000249
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$915,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,245,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$651,000120
YTD Gross Income employee benefit defined benefit$2,000250
YTD Gross Income from other retirement accounts$267,000271
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,190,000192
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$70,000260
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$3,425,000248
YTD fiduciary expense (Dec. only)$4,426,000166
YTD fiduciary net loss (Dec. only)$-66,0006,506
YTD fiduciary intracompany income (Dec. only)$663,00051
YTD net fiduciary income (Dec. only)$-272,0006,490
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$934,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$467,000117
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$192,000259
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$881,000193
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000244
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,521,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$618,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$312,000121
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$123,000260
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$580,000196
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000253
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,660,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$304,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000119
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$60,000266
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$292,000194
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000259
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$835,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,298,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$553,000129
YTD Gross Income employee benefit defined benefit$2,000249
YTD Gross Income from other retirement accounts$224,000288
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,163,000184
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$53,000288
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,293,000243
YTD fiduciary expense (Dec. only)$3,469,000185
YTD fiduciary net loss (Dec. only)$20,000101
YTD fiduciary intracompany income (Dec. only)$615,00055
YTD net fiduciary income (Dec. only)$419,000343
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$976,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$404,000126
YTD Gross Income employee benefit defined benefit$2,000210
YTD Gross Income from other retirement accounts$166,000261
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$887,000179
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000238
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,480,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$609,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000121
YTD Gross Income employee benefit defined benefit$1,000208
YTD Gross Income from other retirement accounts$106,000262
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$580,000178
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000260
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,625,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$303,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000116
YTD Gross Income employee benefit defined benefit$1,000202
YTD Gross Income from other retirement accounts$53,000264
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$291,000179
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000250
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$824,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,332,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$941,00088
YTD Gross Income employee benefit defined benefit$3,000248
YTD Gross Income from other retirement accounts$194,000290
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,056,000185
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$75,000246
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$3,601,000216
YTD fiduciary expense (Dec. only)$2,800,000194
YTD fiduciary net loss (Dec. only)$21,00098
YTD fiduciary intracompany income (Dec. only)$529,00058
YTD net fiduciary income (Dec. only)$1,309,000167
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$1,034,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$745,00083
YTD Gross Income employee benefit defined benefit$2,000204
YTD Gross Income from other retirement accounts$144,000260
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$774,000186
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000216
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,758,000211
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
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$705,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$503,00082
YTD Gross Income employee benefit defined benefit$1,000205
YTD Gross Income from other retirement accounts$93,000264
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$505,000186
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000213
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,847,000209
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
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$365,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$263,00081
YTD Gross Income employee benefit defined benefit$1,000196
YTD Gross Income from other retirement accounts$50,000251
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$242,000188
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000246
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$935,000207
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
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$1,345,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,033,00084
YTD Gross Income employee benefit defined benefit$3,000248
YTD Gross Income from other retirement accounts$180,000294
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,041,000178
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$81,000235
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,683,000171
YTD fiduciary expense (Dec. only)$2,841,000189
YTD fiduciary net loss (Dec. only)$60,00071
YTD fiduciary intracompany income (Dec. only)$500,00059
YTD net fiduciary income (Dec. only)$1,282,000163
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$1,011,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$835,00082
YTD Gross Income employee benefit defined benefit$2,000216
YTD Gross Income from other retirement accounts$139,000256
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$786,000179
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000213
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,839,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$689,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$552,00084
YTD Gross Income employee benefit defined benefit$1,000213
YTD Gross Income from other retirement accounts$94,000258
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$538,000175
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000225
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,911,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$378,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$332,00073
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$48,000255
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$287,000166
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000212
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,068,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,255,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,043,00083
YTD Gross Income employee benefit defined benefit$3,000265
YTD Gross Income from other retirement accounts$169,000290
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,130,000160
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$101,000232
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$3,701,000172
YTD fiduciary expense (Dec. only)$3,393,000176
YTD fiduciary net loss (Dec. only)$23,00089
YTD fiduciary intracompany income (Dec. only)$508,00056
YTD net fiduciary income (Dec. only)$793,000213
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$942,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$781,00082
YTD Gross Income employee benefit defined benefit$3,000220
YTD Gross Income from other retirement accounts$123,000247
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$862,000152
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000201
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,792,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$635,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$496,00084
YTD Gross Income employee benefit defined benefit$2,000215
YTD Gross Income from other retirement accounts$82,000251
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$598,000151
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000208
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,866,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$319,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000155
YTD Gross Income employee benefit defined benefit$1,000214
YTD Gross Income from other retirement accounts$40,000253
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$316,000142
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000221
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$785,000200
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
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$1,211,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,040,00078
YTD Gross Income employee benefit defined benefit$7,000240
YTD Gross Income from other retirement accounts$155,000286
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,349,000136
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$109,000221
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$3,871,000165
YTD fiduciary expense (Dec. only)$4,210,000159
YTD fiduciary net loss (Dec. only)$-9,0008,005
YTD fiduciary intracompany income (Dec. only)$503,00055
YTD net fiduciary income (Dec. only)$173,000388
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$918,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$625,00086
YTD Gross Income employee benefit defined benefit$4,000203
YTD Gross Income from other retirement accounts$111,000253
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$79,000208
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,765,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$609,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$457,00081
YTD Gross Income employee benefit defined benefit$42,000121
YTD Gross Income from other retirement accounts$71,000253
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$50,000217
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,916,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$325,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000104
YTD Gross Income employee benefit defined benefit$22,000117
YTD Gross Income from other retirement accounts$38,000244
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$25,000214
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$909,000174
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
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$4,580,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,612,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,246,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,014,000182
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
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,677,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,316,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,172,000180
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
2007-03-31Rank
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$1,003,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,608,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,142,000182
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
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$2,106,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,052,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,206,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,070,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,008,000176
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
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$926,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,384,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,323,000200
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
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$1,457,000213
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
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$671,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,733,000212
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
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$1,882,000234
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
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$1,046,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$629,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,105,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,000192
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,905,000299
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,747,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,820,000340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,644,000353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$920,000500
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$865,000553
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$690,000642
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$600,000685
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$540,000733
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$276,000989
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA