Home > First Bank & Trust > Gross Fiduciary and Related Services Income

First Bank & Trust, 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$1,764,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,372,00059
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$1,400,000128
YTD Gross Income corporate trust and agency$18,00082
Investment management and investment advisory agency accounts income$3,109,000187
Foundation and endowment and agency accounts income$273,000175
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$154,000206
YTD Gross income other trust accounts$544,00068
Gross Fiduciary activities income$9,634,000178
YTD fiduciary expense (Dec. only)$5,813,000197
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$1,112,00049
YTD net fiduciary income (Dec. only)$4,933,000130
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$1,295,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,745,00059
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$1,028,000125
YTD Gross Income corporate trust and agency$13,00072
Investment management and investment advisory agency accounts income$2,283,000186
Foundation and endowment and agency accounts income$200,000159
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$113,000196
YTD Gross income other trust accounts$430,00069
Gross Fiduciary activities income$7,107,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$863,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,162,00057
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$686,000124
YTD Gross Income corporate trust and agency$9,00072
Investment management and investment advisory agency accounts income$1,522,000185
Foundation and endowment and agency accounts income$134,000170
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$76,000196
YTD Gross income other trust accounts$312,00070
Gross Fiduciary activities income$4,764,000174
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
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$512,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$525,00063
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$224,000172
YTD Gross Income corporate trust and agency$7,00063
Investment management and investment advisory agency accounts income$795,000142
Foundation and endowment and agency accounts income$142,000118
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$8,000278
YTD Gross income other trust accounts$145,00068
Gross Fiduciary activities income$2,358,000177
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
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$1,906,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,990,00068
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$853,000183
YTD Gross Income corporate trust and agency$27,00078
Investment management and investment advisory agency accounts income$2,957,000148
Foundation and endowment and agency accounts income$523,000128
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$33,000321
YTD Gross income other trust accounts$638,00071
Gross Fiduciary activities income$8,927,000190
YTD fiduciary expense (Dec. only)$6,108,000184
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$1,150,00050
YTD net fiduciary income (Dec. only)$3,969,000157
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$1,298,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,460,00071
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$907,000150
YTD Gross Income corporate trust and agency$15,00074
Investment management and investment advisory agency accounts income$2,001,000157
Foundation and endowment and agency accounts income$332,000139
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$101,000199
YTD Gross income other trust accounts$504,00065
Gross Fiduciary activities income$6,618,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$873,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,062,00061
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$647,000137
YTD Gross Income corporate trust and agency$10,00073
Investment management and investment advisory agency accounts income$1,351,000142
Foundation and endowment and agency accounts income$225,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000183
YTD Gross income other trust accounts$327,00057
Gross Fiduciary activities income$4,563,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$446,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$551,00061
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$335,000137
YTD Gross Income corporate trust and agency$4,00069
Investment management and investment advisory agency accounts income$707,000138
Foundation and endowment and agency accounts income$118,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000182
YTD Gross income other trust accounts$166,00049
Gross Fiduciary activities income$2,360,000159
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
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$1,793,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,033,00066
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$1,167,000150
YTD Gross Income corporate trust and agency$34,00073
Investment management and investment advisory agency accounts income$2,617,000145
Foundation and endowment and agency accounts income$416,000140
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$132,000183
YTD Gross income other trust accounts$712,00053
Gross Fiduciary activities income$8,904,000165
YTD fiduciary expense (Dec. only)$5,876,000155
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$1,140,00042
YTD net fiduciary income (Dec. only)$4,168,000137
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$1,228,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,351,00073
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$793,000157
YTD Gross Income corporate trust and agency$32,00063
Investment management and investment advisory agency accounts income$1,774,000152
Foundation and endowment and agency accounts income$280,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000173
YTD Gross income other trust accounts$530,00056
Gross Fiduciary activities income$6,092,000176
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
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$875,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$707,00080
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$559,000151
YTD Gross Income corporate trust and agency$31,00066
Investment management and investment advisory agency accounts income$1,083,000160
Foundation and endowment and agency accounts income$109,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000169
YTD Gross income other trust accounts$350,00057
Gross Fiduciary activities income$3,791,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$408,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$340,00082
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$265,000155
YTD Gross Income corporate trust and agency$13,00063
Investment management and investment advisory agency accounts income$522,000163
Foundation and endowment and agency accounts income$54,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000165
YTD Gross income other trust accounts$172,00052
Gross Fiduciary activities income$1,812,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,754,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,307,00080
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$990,000150
YTD Gross Income corporate trust and agency$51,00073
Investment management and investment advisory agency accounts income$1,982,000163
Foundation and endowment and agency accounts income$210,000173
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$133,000183
YTD Gross income other trust accounts$728,00059
Gross Fiduciary activities income$7,155,000179
YTD fiduciary expense (Dec. only)$4,940,000169
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$975,00044
YTD net fiduciary income (Dec. only)$3,190,000136
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$884,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$958,00081
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$590,000163
YTD Gross Income corporate trust and agency$37,00065
Investment management and investment advisory agency accounts income$1,069,000184
Foundation and endowment and agency accounts income$110,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000242
YTD Gross income other trust accounts$461,00062
Gross Fiduciary activities income$4,146,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
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$582,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$629,00080
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$387,000168
YTD Gross Income corporate trust and agency$24,00069
Investment management and investment advisory agency accounts income$701,000191
Foundation and endowment and agency accounts income$72,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000266
YTD Gross income other trust accounts$320,00062
Gross Fiduciary activities income$2,739,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$288,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$336,00080
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$192,000167
YTD Gross Income corporate trust and agency$12,00064
Investment management and investment advisory agency accounts income$347,000186
Foundation and endowment and agency accounts income$12,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000246
YTD Gross income other trust accounts$168,00055
Gross Fiduciary activities income$1,367,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,215,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,417,00077
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$810,000162
YTD Gross Income corporate trust and agency$50,00073
Investment management and investment advisory agency accounts income$1,468,000191
Foundation and endowment and agency accounts income$51,000250
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$50,000265
YTD Gross income other trust accounts$618,00064
Gross Fiduciary activities income$5,679,000208
YTD fiduciary expense (Dec. only)$3,576,000208
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$824,00046
YTD net fiduciary income (Dec. only)$2,927,000139
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$832,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$970,00081
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$555,000163
YTD Gross Income corporate trust and agency$34,00067
Investment management and investment advisory agency accounts income$1,005,000195
Foundation and endowment and agency accounts income$35,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000247
YTD Gross income other trust accounts$452,00062
Gross Fiduciary activities income$3,918,000211
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
2019-06-30Rank
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$555,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$647,00079
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$370,000167
YTD Gross Income corporate trust and agency$23,00072
Investment management and investment advisory agency accounts income$670,000197
Foundation and endowment and agency accounts income$23,000252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000267
YTD Gross income other trust accounts$290,00062
Gross Fiduciary activities income$2,601,000214
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
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$312,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$289,00085
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$173,000170
YTD Gross Income corporate trust and agency$12,00071
Investment management and investment advisory agency accounts income$347,000191
Foundation and endowment and agency accounts income$11,000250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000268
YTD Gross income other trust accounts$141,00060
Gross Fiduciary activities income$1,296,000213
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
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$1,207,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,117,00087
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$670,000172
YTD Gross Income corporate trust and agency$45,00081
Investment management and investment advisory agency accounts income$1,340,000201
Foundation and endowment and agency accounts income$45,000284
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$46,000293
YTD Gross income other trust accounts$622,00060
Gross Fiduciary activities income$5,092,000216
YTD fiduciary expense (Dec. only)$3,234,000222
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$724,00052
YTD net fiduciary income (Dec. only)$2,582,000157
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$861,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$798,00087
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$478,000179
YTD Gross Income corporate trust and agency$32,00073
Investment management and investment advisory agency accounts income$957,000205
Foundation and endowment and agency accounts income$32,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000275
YTD Gross income other trust accounts$464,00061
Gross Fiduciary activities income$3,654,000217
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
2018-06-30Rank
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$583,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$540,00088
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$324,000176
YTD Gross Income corporate trust and agency$22,00069
Investment management and investment advisory agency accounts income$648,000202
Foundation and endowment and agency accounts income$22,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000281
YTD Gross income other trust accounts$304,00059
Gross Fiduciary activities income$2,463,000217
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
2018-03-31Rank
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$273,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,00080
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$153,000184
YTD Gross Income corporate trust and agency$10,00072
Investment management and investment advisory agency accounts income$328,000200
Foundation and endowment and agency accounts income$11,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000269
YTD Gross income other trust accounts$154,00057
Gross Fiduciary activities income$1,246,000217
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
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$1,022,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,145,00087
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$573,000180
YTD Gross Income corporate trust and agency$41,00091
Investment management and investment advisory agency accounts income$1,226,000200
Foundation and endowment and agency accounts income$42,000287
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$40,000314
YTD Gross income other trust accounts$564,00061
Gross Fiduciary activities income$4,653,000220
YTD fiduciary expense (Dec. only)$3,062,000226
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$656,00056
YTD net fiduciary income (Dec. only)$2,247,000155
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$672,000269
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$847,00086
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$409,000184
YTD Gross Income corporate trust and agency$29,00078
Investment management and investment advisory agency accounts income$877,000207
Foundation and endowment and agency accounts income$58,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000272
YTD Gross income other trust accounts$405,00062
Gross Fiduciary activities income$3,326,000223
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
2017-06-30Rank
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$462,000266
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$581,00083
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$280,000176
YTD Gross Income corporate trust and agency$20,00079
Investment management and investment advisory agency accounts income$601,000202
Foundation and endowment and agency accounts income$40,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000272
YTD Gross income other trust accounts$265,00064
Gross Fiduciary activities income$2,269,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$211,000279
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$266,00087
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$129,000184
YTD Gross Income corporate trust and agency$9,00076
Investment management and investment advisory agency accounts income$275,000209
Foundation and endowment and agency accounts income$19,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000279
YTD Gross income other trust accounts$134,00059
Gross Fiduciary activities income$1,052,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$804,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,014,00085
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$490,000188
YTD Gross Income corporate trust and agency$35,00094
Investment management and investment advisory agency accounts income$1,049,000212
Foundation and endowment and agency accounts income$70,000244
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$36,000337
YTD Gross income other trust accounts$506,00067
Gross Fiduciary activities income$4,004,000225
YTD fiduciary expense (Dec. only)$2,839,000227
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$808,00044
YTD net fiduciary income (Dec. only)$1,973,000158
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$596,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$751,00087
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$363,000185
YTD Gross Income corporate trust and agency$26,00077
Investment management and investment advisory agency accounts income$777,000209
Foundation and endowment and agency accounts income$52,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000286
YTD Gross income other trust accounts$370,00065
Gross Fiduciary activities income$2,960,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$391,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$494,00088
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$238,000186
YTD Gross Income corporate trust and agency$17,00078
Investment management and investment advisory agency accounts income$511,000209
Foundation and endowment and agency accounts income$34,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000287
YTD Gross income other trust accounts$243,00067
Gross Fiduciary activities income$1,945,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$195,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$246,00092
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$119,000186
YTD Gross Income corporate trust and agency$8,00079
Investment management and investment advisory agency accounts income$254,000208
Foundation and endowment and agency accounts income$17,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000284
YTD Gross income other trust accounts$119,00060
Gross Fiduciary activities income$966,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$733,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$924,00093
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$448,000199
YTD Gross Income corporate trust and agency$31,00098
Investment management and investment advisory agency accounts income$810,000248
Foundation and endowment and agency accounts income$210,000153
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$31,000351
YTD Gross income other trust accounts$496,00068
Gross Fiduciary activities income$3,683,000238
YTD fiduciary expense (Dec. only)$2,599,000242
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$760,00046
YTD net fiduciary income (Dec. only)$1,844,000171
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$601,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$776,00087
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$325,000195
YTD Gross Income corporate trust and agency$25,00081
Investment management and investment advisory agency accounts income$550,000249
Foundation and endowment and agency accounts income$200,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000294
YTD Gross income other trust accounts$377,00070
Gross Fiduciary activities income$2,879,000234
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
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$407,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$525,00085
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$220,000195
YTD Gross Income corporate trust and agency$17,00080
Investment management and investment advisory agency accounts income$373,000249
Foundation and endowment and agency accounts income$136,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000295
YTD Gross income other trust accounts$247,00066
Gross Fiduciary activities income$1,942,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$203,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$263,00084
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$110,000199
YTD Gross Income corporate trust and agency$8,00082
Investment management and investment advisory agency accounts income$186,000244
Foundation and endowment and agency accounts income$68,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000291
YTD Gross income other trust accounts$125,00062
Gross Fiduciary activities income$972,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$627,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,121,00081
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$363,000225
YTD Gross Income corporate trust and agency$33,000101
Investment management and investment advisory agency accounts income$824,000242
Foundation and endowment and agency accounts income$297,000119
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$33,000344
YTD Gross income other trust accounts$476,00072
Gross Fiduciary activities income$3,774,000234
YTD fiduciary expense (Dec. only)$2,332,000250
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$748,00048
YTD net fiduciary income (Dec. only)$2,190,000148
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$438,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$783,00083
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$253,000228
YTD Gross Income corporate trust and agency$12,00095
Investment management and investment advisory agency accounts income$576,000240
Foundation and endowment and agency accounts income$207,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000270
YTD Gross income other trust accounts$353,00071
Gross Fiduciary activities income$2,657,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$301,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$527,00083
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$176,000219
YTD Gross Income corporate trust and agency$2,000115
Investment management and investment advisory agency accounts income$386,000241
Foundation and endowment and agency accounts income$143,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000277
YTD Gross income other trust accounts$233,00072
Gross Fiduciary activities income$1,788,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$166,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$290,00080
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$97,000212
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$212,000227
Foundation and endowment and agency accounts income$78,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000271
YTD Gross income other trust accounts$121,00065
Gross Fiduciary activities income$976,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$484,000384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$841,000100
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$305,000241
YTD Gross Income corporate trust and agency$25,000107
Investment management and investment advisory agency accounts income$815,000226
Foundation and endowment and agency accounts income$51,000250
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$25,000367
YTD Gross income other trust accounts$404,00076
Gross Fiduciary activities income$2,950,000262
YTD fiduciary expense (Dec. only)$2,175,000245
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$717,00049
YTD net fiduciary income (Dec. only)$1,492,000170
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$307,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$595,00099
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$216,000235
YTD Gross Income corporate trust and agency$18,00082
Investment management and investment advisory agency accounts income$577,000221
Foundation and endowment and agency accounts income$72,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000292
YTD Gross income other trust accounts$308,00073
Gross Fiduciary activities income$2,111,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$203,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$394,000103
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$143,000237
YTD Gross Income corporate trust and agency$12,00086
Investment management and investment advisory agency accounts income$381,000224
Foundation and endowment and agency accounts income$47,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000300
YTD Gross income other trust accounts$205,00074
Gross Fiduciary activities income$1,397,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$99,000340
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000104
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$84,000211
YTD Gross Income corporate trust and agency$4,00087
Investment management and investment advisory agency accounts income$143,000248
Foundation and endowment and agency accounts income$7,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000154
YTD Gross income other trust accounts$101,00067
Gross Fiduciary activities income$684,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$391,000423
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$844,00096
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$257,000246
YTD Gross Income corporate trust and agency$14,000125
Investment management and investment advisory agency accounts income$548,000260
Foundation and endowment and agency accounts income$74,000215
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$120,000197
YTD Gross income other trust accounts$386,00072
Gross Fiduciary activities income$2,634,000264
YTD fiduciary expense (Dec. only)$1,945,000252
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$621,00052
YTD net fiduciary income (Dec. only)$1,310,000166
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$286,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$572,00098
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$233,000202
YTD Gross Income corporate trust and agency$10,00099
Investment management and investment advisory agency accounts income$402,000247
Foundation and endowment and agency accounts income$18,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000159
YTD Gross income other trust accounts$283,00070
Gross Fiduciary activities income$1,926,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$190,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$381,00095
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$156,000202
YTD Gross Income corporate trust and agency$6,00099
Investment management and investment advisory agency accounts income$269,000248
Foundation and endowment and agency accounts income$12,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000159
YTD Gross income other trust accounts$180,00074
Gross Fiduciary activities income$1,275,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$95,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,00097
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$77,000202
YTD Gross Income corporate trust and agency$3,00098
Investment management and investment advisory agency accounts income$133,000242
Foundation and endowment and agency accounts income$6,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000155
YTD Gross income other trust accounts$86,00064
Gross Fiduciary activities income$631,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$357,000421
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$714,000101
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$291,000214
YTD Gross Income corporate trust and agency$12,000139
Investment management and investment advisory agency accounts income$477,000271
Foundation and endowment and agency accounts income$176,000141
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$24,000360
YTD Gross income other trust accounts$377,00081
Gross Fiduciary activities income$2,428,000237
YTD fiduciary expense (Dec. only)$1,768,000268
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$641,00050
YTD net fiduciary income (Dec. only)$1,301,000161
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$258,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$527,000106
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$216,000210
YTD Gross Income corporate trust and agency$10,000106
Investment management and investment advisory agency accounts income$365,000253
Foundation and endowment and agency accounts income$130,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000305
YTD Gross income other trust accounts$285,00074
Gross Fiduciary activities income$1,801,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$202,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$365,000106
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$142,000211
YTD Gross Income corporate trust and agency$10,000100
Investment management and investment advisory agency accounts income$209,000263
Foundation and endowment and agency accounts income$74,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000293
YTD Gross income other trust accounts$189,00073
Gross Fiduciary activities income$1,201,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$99,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$178,000107
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$70,000217
YTD Gross Income corporate trust and agency$5,00094
Investment management and investment advisory agency accounts income$103,000268
Foundation and endowment and agency accounts income$35,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000300
YTD Gross income other trust accounts$91,00072
Gross Fiduciary activities income$586,000240
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
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$346,000413
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$709,000111
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$290,000209
YTD Gross Income corporate trust and agency$20,000125
Investment management and investment advisory agency accounts income$465,000266
Foundation and endowment and agency accounts income$121,000156
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$3,000445
YTD Gross income other trust accounts$293,00087
Gross Fiduciary activities income$2,247,000236
YTD fiduciary expense (Dec. only)$1,619,000281
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$755,00046
YTD net fiduciary income (Dec. only)$1,383,000153
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$237,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$577,000103
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$135,000239
YTD Gross Income corporate trust and agency$21,00098
Investment management and investment advisory agency accounts income$335,000239
Foundation and endowment and agency accounts income$84,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000323
YTD Gross income other trust accounts$213,00086
Gross Fiduciary activities income$1,609,000243
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
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$169,000314
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$371,000105
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$93,000235
YTD Gross Income corporate trust and agency$15,00096
Investment management and investment advisory agency accounts income$227,000241
Foundation and endowment and agency accounts income$63,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$142,00085
Gross Fiduciary activities income$1,080,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
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$89,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000106
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$45,000239
YTD Gross Income corporate trust and agency$5,000102
Investment management and investment advisory agency accounts income$135,000223
Foundation and endowment and agency accounts income$6,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000308
YTD Gross income other trust accounts$68,00082
Gross Fiduciary activities income$537,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$311,000419
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$655,000110
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$159,000280
YTD Gross Income corporate trust and agency$26,000131
Investment management and investment advisory agency accounts income$485,000245
Foundation and endowment and agency accounts income$10,000270
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$7,000429
YTD Gross income other trust accounts$239,000106
Gross Fiduciary activities income$1,892,000257
YTD fiduciary expense (Dec. only)$1,511,000280
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$637,00051
YTD net fiduciary income (Dec. only)$1,018,000179
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$213,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$443,000113
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$107,000254
YTD Gross Income corporate trust and agency$10,000116
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$11,000299
YTD Gross income other trust accounts$115,000122
Gross Fiduciary activities income$1,234,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$133,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$277,000118
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$67,000256
YTD Gross Income corporate trust and agency$7,000113
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$7,000311
YTD Gross income other trust accounts$115,000114
Gross Fiduciary activities income$816,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$69,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000124
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$48,000221
YTD Gross Income corporate trust and agency$3,000114
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$3,000311
YTD Gross income other trust accounts$58,000109
Gross Fiduciary activities income$403,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,747,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,375,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$981,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$476,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,732,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,349,000291
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$926,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$466,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,640,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,265,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$822,000315
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$406,000312
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,698,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,249,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$864,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$503,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,341,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,041,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$742,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$309,000344
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,070,000369
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$792,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$523,000387
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$243,000408
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$873,000431
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,046,000412
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,018,000419
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$896,000486
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$677,000547
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$564,000609
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$434,000742
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$386,000813
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$375,000827
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$379,000858
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$346,000894
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA