Home > First Horizon Bank > Gross Fiduciary and Related Services Income

First Horizon Bank, Gross Fiduciary and Related Services Income

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$29,561,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$755,000113
YTD Gross Income employee benefit defined benefit$1,688,00033
YTD Gross Income from other retirement accounts$4,040,00061
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$22,647,00033
Foundation and endowment and agency accounts income$511,000120
YTD Gross income other trust and agency accounts$2,489,00012
YTD Gross income custody and safekeeping agency accounts$4,291,00043
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$65,982,00045
YTD fiduciary expense (Dec. only)$35,508,00052
YTD fiduciary net loss (Dec. only)$146,00049
YTD fiduciary intracompany income (Dec. only)$97,00097
YTD net fiduciary income (Dec. only)$30,425,00033
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$23,085,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$562,000110
YTD Gross Income employee benefit defined benefit$1,118,00033
YTD Gross Income from other retirement accounts$3,046,00060
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$16,737,00033
Foundation and endowment and agency accounts income$382,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,034,00041
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$49,811,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$16,093,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$337,000118
YTD Gross Income employee benefit defined benefit$859,00034
YTD Gross Income from other retirement accounts$1,949,00059
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$11,421,00033
Foundation and endowment and agency accounts income$264,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,823,00044
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$33,593,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,661,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000116
YTD Gross Income employee benefit defined benefit$255,00042
YTD Gross Income from other retirement accounts$992,00060
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$5,959,00031
Foundation and endowment and agency accounts income$125,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$980,00044
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$16,454,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$22,167,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$601,000115
YTD Gross Income employee benefit defined benefit$2,252,00029
YTD Gross Income from other retirement accounts$2,961,00068
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$18,941,00033
Foundation and endowment and agency accounts income$440,000120
YTD Gross income other trust and agency accounts$1,187,00018
YTD Gross income custody and safekeeping agency accounts$2,429,00048
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$50,978,00051
YTD fiduciary expense (Dec. only)$18,573,00076
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$55,000115
YTD net fiduciary income (Dec. only)$32,460,00031
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$14,871,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$449,000113
YTD Gross Income employee benefit defined benefit$1,672,00030
YTD Gross Income from other retirement accounts$1,964,00075
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$14,959,00034
Foundation and endowment and agency accounts income$319,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,664,00051
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$36,710,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,748,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$282,000119
YTD Gross Income employee benefit defined benefit$699,00034
YTD Gross Income from other retirement accounts$961,00094
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$9,643,00034
Foundation and endowment and agency accounts income$200,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,346,00048
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$21,397,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,781,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000115
YTD Gross Income employee benefit defined benefit$247,00039
YTD Gross Income from other retirement accounts$469,00097
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$5,166,00033
Foundation and endowment and agency accounts income$103,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$560,00055
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$10,706,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,299,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$619,000117
YTD Gross Income employee benefit defined benefit$2,016,00028
YTD Gross Income from other retirement accounts$2,128,00076
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$17,576,00035
Foundation and endowment and agency accounts income$416,000116
YTD Gross income other trust and agency accounts$809,00024
YTD Gross income custody and safekeeping agency accounts$2,302,00054
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$40,165,00057
YTD fiduciary expense (Dec. only)$20,151,00072
YTD fiduciary net loss (Dec. only)$334,00028
YTD fiduciary intracompany income (Dec. only)$86,000103
YTD net fiduciary income (Dec. only)$19,766,00036
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$10,655,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$473,000113
YTD Gross Income employee benefit defined benefit$1,469,00031
YTD Gross Income from other retirement accounts$1,591,00078
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$13,430,00036
Foundation and endowment and agency accounts income$306,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,726,00055
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$30,247,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,337,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,000115
YTD Gross Income employee benefit defined benefit$930,00032
YTD Gross Income from other retirement accounts$977,00083
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$8,977,00036
Foundation and endowment and agency accounts income$204,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,236,00053
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$20,378,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,224,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$165,000117
YTD Gross Income employee benefit defined benefit$476,00030
YTD Gross Income from other retirement accounts$492,00082
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$4,416,00035
Foundation and endowment and agency accounts income$95,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$618,00052
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$9,684,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,201,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$590,000129
YTD Gross Income employee benefit defined benefit$2,182,00031
YTD Gross Income from other retirement accounts$2,157,00074
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$16,662,00036
Foundation and endowment and agency accounts income$405,000121
YTD Gross income other trust and agency accounts$786,00025
YTD Gross income custody and safekeeping agency accounts$1,943,00057
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$38,926,00057
YTD fiduciary expense (Dec. only)$19,628,00071
YTD fiduciary net loss (Dec. only)$364,00033
YTD fiduciary intracompany income (Dec. only)$56,000122
YTD net fiduciary income (Dec. only)$18,990,00041
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$10,984,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$469,000123
YTD Gross Income employee benefit defined benefit$1,640,00030
YTD Gross Income from other retirement accounts$1,610,00073
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$13,439,00034
Foundation and endowment and agency accounts income$149,000163
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,542,00057
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$29,906,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,603,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$307,000127
YTD Gross Income employee benefit defined benefit$1,038,00029
YTD Gross Income from other retirement accounts$1,008,00072
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$9,004,00034
Foundation and endowment and agency accounts income$100,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,062,00055
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$20,174,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,466,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$149,000122
YTD Gross Income employee benefit defined benefit$526,00030
YTD Gross Income from other retirement accounts$447,00080
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$4,648,00034
Foundation and endowment and agency accounts income$43,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$467,00060
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$9,761,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,470,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$642,000121
YTD Gross Income employee benefit defined benefit$2,052,00029
YTD Gross Income from other retirement accounts$1,828,00076
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$17,819,00033
Foundation and endowment and agency accounts income$174,000171
YTD Gross income other trust and agency accounts$65,00068
YTD Gross income custody and safekeeping agency accounts$2,065,00056
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$38,115,00056
YTD fiduciary expense (Dec. only)$20,226,00068
YTD fiduciary net loss (Dec. only)$4,406,00010
YTD fiduciary intracompany income (Dec. only)$86,000120
YTD net fiduciary income (Dec. only)$13,569,00050
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$10,141,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$511,000113
YTD Gross Income employee benefit defined benefit$1,517,00031
YTD Gross Income from other retirement accounts$1,326,00077
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$13,168,00032
Foundation and endowment and agency accounts income$129,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,554,00056
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$28,393,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,995,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$331,000117
YTD Gross Income employee benefit defined benefit$997,00032
YTD Gross Income from other retirement accounts$814,00081
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$8,913,00032
Foundation and endowment and agency accounts income$86,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,062,00054
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$19,228,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,057,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000121
YTD Gross Income employee benefit defined benefit$495,00032
YTD Gross Income from other retirement accounts$419,00079
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$4,290,00032
Foundation and endowment and agency accounts income$40,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$505,00058
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$8,972,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,815,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$707,000113
YTD Gross Income employee benefit defined benefit$1,772,00033
YTD Gross Income from other retirement accounts$1,605,00077
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$18,783,00031
Foundation and endowment and agency accounts income$163,000170
YTD Gross income other trust and agency accounts$64,00072
YTD Gross income custody and safekeeping agency accounts$2,043,00054
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$38,952,00054
YTD fiduciary expense (Dec. only)$20,214,00066
YTD fiduciary net loss (Dec. only)$276,00030
YTD fiduciary intracompany income (Dec. only)$58,000124
YTD net fiduciary income (Dec. only)$18,520,00041
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$10,298,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,000111
YTD Gross Income employee benefit defined benefit$1,267,00032
YTD Gross Income from other retirement accounts$1,183,00077
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$14,257,00032
Foundation and endowment and agency accounts income$122,000159
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,552,00052
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$29,255,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$7,014,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$357,000111
YTD Gross Income employee benefit defined benefit$829,00033
YTD Gross Income from other retirement accounts$719,00080
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$9,675,00031
Foundation and endowment and agency accounts income$82,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,025,00052
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$19,731,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,261,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$154,000119
YTD Gross Income employee benefit defined benefit$404,00034
YTD Gross Income from other retirement accounts$348,00082
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$4,853,00031
Foundation and endowment and agency accounts income$39,000163
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$497,00053
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$9,571,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$14,229,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$733,000114
YTD Gross Income employee benefit defined benefit$1,654,00035
YTD Gross Income from other retirement accounts$1,575,00077
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$17,773,00031
Foundation and endowment and agency accounts income$169,000172
YTD Gross income other trust and agency accounts$60,00069
YTD Gross income custody and safekeeping agency accounts$1,892,00057
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$38,085,00057
YTD fiduciary expense (Dec. only)$18,675,00068
YTD fiduciary net loss (Dec. only)$95,00049
YTD fiduciary intracompany income (Dec. only)$61,000123
YTD net fiduciary income (Dec. only)$19,376,00033
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$17,573,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$953,00081
YTD Gross Income employee benefit defined benefit$2,070,00029
YTD Gross Income from other retirement accounts$1,873,00060
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,279,00082
Foundation and endowment and agency accounts income$205,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,290,00048
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$28,322,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,228,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$640,00079
YTD Gross Income employee benefit defined benefit$1,422,00031
YTD Gross Income from other retirement accounts$1,126,00066
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,091,00084
Foundation and endowment and agency accounts income$140,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,723,00046
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$19,425,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,811,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$366,00071
YTD Gross Income employee benefit defined benefit$729,00029
YTD Gross Income from other retirement accounts$561,00066
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$994,00093
Foundation and endowment and agency accounts income$69,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$941,00047
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$9,495,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$24,185,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,169,00076
YTD Gross Income employee benefit defined benefit$2,755,00030
YTD Gross Income from other retirement accounts$2,113,00063
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$3,527,00091
Foundation and endowment and agency accounts income$265,000129
YTD Gross income other trust and agency accounts$78,00063
YTD Gross income custody and safekeeping agency accounts$3,230,00050
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$37,322,00055
YTD fiduciary expense (Dec. only)$18,252,00068
YTD fiduciary net loss (Dec. only)$45,00069
YTD fiduciary intracompany income (Dec. only)$63,000123
YTD net fiduciary income (Dec. only)$19,088,00037
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$18,255,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$912,00075
YTD Gross Income employee benefit defined benefit$2,076,00030
YTD Gross Income from other retirement accounts$1,479,00064
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$2,654,00089
Foundation and endowment and agency accounts income$196,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,477,00050
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$28,111,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,454,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$598,00078
YTD Gross Income employee benefit defined benefit$1,392,00031
YTD Gross Income from other retirement accounts$896,00066
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,667,00093
Foundation and endowment and agency accounts income$132,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,747,00048
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$18,925,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,758,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$319,00075
YTD Gross Income employee benefit defined benefit$728,00031
YTD Gross Income from other retirement accounts$448,00067
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$799,000100
Foundation and endowment and agency accounts income$63,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,030,00043
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$9,167,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$23,550,00028
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,239,00071
YTD Gross Income employee benefit defined benefit$2,748,00032
YTD Gross Income from other retirement accounts$2,139,00056
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$3,202,00093
Foundation and endowment and agency accounts income$253,000118
YTD Gross income other trust and agency accounts$68,00061
YTD Gross income custody and safekeeping agency accounts$3,492,00046
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$36,691,00052
YTD fiduciary expense (Dec. only)$17,883,00070
YTD fiduciary net loss (Dec. only)$262,00028
YTD fiduciary intracompany income (Dec. only)$63,000117
YTD net fiduciary income (Dec. only)$18,609,00032
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$17,902,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$941,00071
YTD Gross Income employee benefit defined benefit$2,073,00031
YTD Gross Income from other retirement accounts$1,476,00057
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,420,00089
Foundation and endowment and agency accounts income$201,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,685,00045
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$27,750,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,386,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$630,00071
YTD Gross Income employee benefit defined benefit$1,440,00030
YTD Gross Income from other retirement accounts$951,00060
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,606,00088
Foundation and endowment and agency accounts income$142,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,903,00043
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$19,088,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,124,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$281,00081
YTD Gross Income employee benefit defined benefit$660,00032
YTD Gross Income from other retirement accounts$368,00069
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$692,000102
Foundation and endowment and agency accounts income$60,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$960,00043
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$8,159,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$22,929,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,373,00070
YTD Gross Income employee benefit defined benefit$2,698,00029
YTD Gross Income from other retirement accounts$1,825,00056
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$3,110,00087
Foundation and endowment and agency accounts income$272,000110
YTD Gross income other trust and agency accounts$79,00064
YTD Gross income custody and safekeeping agency accounts$3,432,00044
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$35,718,00050
YTD fiduciary expense (Dec. only)$17,547,00067
YTD fiduciary net loss (Dec. only)$211,00035
YTD fiduciary intracompany income (Dec. only)$64,000114
YTD net fiduciary income (Dec. only)$18,024,00030
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$18,109,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,054,00067
YTD Gross Income employee benefit defined benefit$2,052,00028
YTD Gross Income from other retirement accounts$1,408,00055
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,422,00080
Foundation and endowment and agency accounts income$206,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,695,00044
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$28,009,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$12,761,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$781,00066
YTD Gross Income employee benefit defined benefit$1,387,00028
YTD Gross Income from other retirement accounts$895,00057
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,609,00078
Foundation and endowment and agency accounts income$145,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,831,00044
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$19,450,00049
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$6,753,00022
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$390,00065
YTD Gross Income employee benefit defined benefit$755,00029
YTD Gross Income from other retirement accounts$513,00046
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$934,00072
Foundation and endowment and agency accounts income$78,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,158,00039
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$10,603,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$23,449,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,506,00067
YTD Gross Income employee benefit defined benefit$2,314,00030
YTD Gross Income from other retirement accounts$484,000144
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$3,100,00075
Foundation and endowment and agency accounts income$263,000109
YTD Gross income other trust and agency accounts$60,00069
YTD Gross income custody and safekeeping agency accounts$3,295,00044
YTD Gross income other trust accounts$1,624,00035
Gross Fiduciary activities income$36,095,00041
YTD fiduciary expense (Dec. only)$16,876,00068
YTD fiduciary net loss (Dec. only)$323,00027
YTD fiduciary intracompany income (Dec. only)$93,000110
YTD net fiduciary income (Dec. only)$18,989,00031
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$18,067,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,130,00067
YTD Gross Income employee benefit defined benefit$1,763,00032
YTD Gross Income from other retirement accounts$348,000147
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,396,00075
Foundation and endowment and agency accounts income$198,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,522,00044
YTD Gross income other trust accounts$1,080,00041
Gross Fiduciary activities income$27,540,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,200,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$778,00064
YTD Gross Income employee benefit defined benefit$1,187,00030
YTD Gross Income from other retirement accounts$892,00052
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,585,00074
Foundation and endowment and agency accounts income$127,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,769,00044
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$18,552,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,980,00026
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$404,00064
YTD Gross Income employee benefit defined benefit$593,00031
YTD Gross Income from other retirement accounts$481,00047
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$809,00075
Foundation and endowment and agency accounts income$63,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$917,00042
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$9,266,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$23,821,00027
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,642,00062
YTD Gross Income employee benefit defined benefit$2,261,00030
YTD Gross Income from other retirement accounts$542,000132
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$3,377,00072
Foundation and endowment and agency accounts income$221,000114
YTD Gross income other trust and agency accounts$45,00088
YTD Gross income custody and safekeeping agency accounts$3,290,00040
YTD Gross income other trust accounts$1,751,00038
Gross Fiduciary activities income$36,950,00043
YTD fiduciary expense (Dec. only)$18,277,00066
YTD fiduciary net loss (Dec. only)$80,00060
YTD fiduciary intracompany income (Dec. only)$100,000106
YTD net fiduciary income (Dec. only)$18,693,00030
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$18,342,00025
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,251,00061
YTD Gross Income employee benefit defined benefit$1,684,00030
YTD Gross Income from other retirement accounts$1,595,00041
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$2,567,00071
Foundation and endowment and agency accounts income$154,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,369,00041
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$27,993,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$12,840,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$863,00061
YTD Gross Income employee benefit defined benefit$1,158,00029
YTD Gross Income from other retirement accounts$1,013,00042
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,779,00072
Foundation and endowment and agency accounts income$107,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,557,00042
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$19,339,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$5,949,00024
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$440,00061
YTD Gross Income employee benefit defined benefit$579,00031
YTD Gross Income from other retirement accounts$566,00038
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$875,00072
Foundation and endowment and agency accounts income$54,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$911,00038
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$9,413,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$22,361,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,621,00062
YTD Gross Income employee benefit defined benefit$1,768,00034
YTD Gross Income from other retirement accounts$584,000111
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$3,072,00075
Foundation and endowment and agency accounts income$222,00096
YTD Gross income other trust and agency accounts$46,00089
YTD Gross income custody and safekeeping agency accounts$3,057,00043
YTD Gross income other trust accounts$1,520,00040
Gross Fiduciary activities income$34,251,00045
YTD fiduciary expense (Dec. only)$18,854,00064
YTD fiduciary net loss (Dec. only)$271,00033
YTD fiduciary intracompany income (Dec. only)$83,000104
YTD net fiduciary income (Dec. only)$15,209,00030
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$10,909,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$826,00077
YTD Gross Income employee benefit defined benefit$811,00047
YTD Gross Income from other retirement accounts$726,00069
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,549,00056
YTD Gross income other trust accounts$9,023,00016
Gross Fiduciary activities income$25,358,00046
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$7,341,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$553,00077
YTD Gross Income employee benefit defined benefit$543,00048
YTD Gross Income from other retirement accounts$486,00065
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,037,00061
YTD Gross income other trust accounts$5,798,00016
Gross Fiduciary activities income$16,772,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$2,894,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$299,00072
YTD Gross Income employee benefit defined benefit$264,00046
YTD Gross Income from other retirement accounts$260,00060
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$529,00062
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$8,051,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,158,00014
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$33,994,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$25,973,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$17,628,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,199,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,135,00017
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$35,716,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$27,081,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$17,988,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,312,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,997,00018
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$36,017,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$26,472,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$18,255,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,643,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,502,00021
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$34,378,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$25,820,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$16,686,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,273,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,643,00020
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$35,019,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$26,968,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$18,170,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,951,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,308,00012
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$37,925,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$29,169,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$19,236,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,889,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,223,00019
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$36,489,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$36,253,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$38,735,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$35,595,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$31,530,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$29,638,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$28,301,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$27,763,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$23,185,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$20,735,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$18,479,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA