Home > First National Bank of Omaha > Gross Fiduciary and Related Services Income

First National Bank of Omaha, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,003,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000229
YTD Gross Income employee benefit defined benefit$789,00048
YTD Gross Income from other retirement accounts$2,590,00083
YTD Gross Income corporate trust and agency$289,00045
Investment management and investment advisory agency accounts income$14,277,00096
Foundation and endowment and agency accounts income$2,923,00048
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$1,744,00063
YTD Gross income other trust accounts$549,00067
Gross Fiduciary activities income$35,221,00082
YTD fiduciary expense (Dec. only)$37,449,00064
YTD fiduciary net loss (Dec. only)$1,874,00023
YTD fiduciary intracompany income (Dec. only)$5,093,00032
YTD net fiduciary income (Dec. only)$991,000307
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,012,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000194
YTD Gross Income employee benefit defined benefit$588,00050
YTD Gross Income from other retirement accounts$2,032,00075
YTD Gross Income corporate trust and agency$107,00053
Investment management and investment advisory agency accounts income$11,052,000101
Foundation and endowment and agency accounts income$2,115,00049
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$1,362,00062
YTD Gross income other trust accounts$671,00059
Gross Fiduciary activities income$26,983,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,367,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000225
YTD Gross Income employee benefit defined benefit$397,00045
YTD Gross Income from other retirement accounts$1,377,00072
YTD Gross Income corporate trust and agency$121,00045
Investment management and investment advisory agency accounts income$7,602,00098
Foundation and endowment and agency accounts income$1,398,00046
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$922,00059
YTD Gross income other trust accounts$181,00088
Gross Fiduciary activities income$18,395,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,867,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000203
YTD Gross Income employee benefit defined benefit$215,00046
YTD Gross Income from other retirement accounts$699,00079
YTD Gross Income corporate trust and agency$68,00045
Investment management and investment advisory agency accounts income$3,810,00057
Foundation and endowment and agency accounts income$674,00053
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$541,00064
YTD Gross income other trust accounts$49,00093
Gross Fiduciary activities income$8,940,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$11,602,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000283
YTD Gross Income employee benefit defined benefit$996,00048
YTD Gross Income from other retirement accounts$3,433,00068
YTD Gross Income corporate trust and agency$102,00063
Investment management and investment advisory agency accounts income$16,337,00052
Foundation and endowment and agency accounts income$2,816,00048
YTD Gross income other trust and agency accounts$56,00056
YTD Gross income custody and safekeeping agency accounts$1,883,00070
YTD Gross income other trust accounts$161,000114
Gross Fiduciary activities income$37,410,00079
YTD fiduciary expense (Dec. only)$40,490,00061
YTD fiduciary net loss (Dec. only)$2,213,00013
YTD fiduciary intracompany income (Dec. only)$6,387,00033
YTD net fiduciary income (Dec. only)$1,094,000303
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,782,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000267
YTD Gross Income employee benefit defined benefit$758,00046
YTD Gross Income from other retirement accounts$2,725,00067
YTD Gross Income corporate trust and agency$33,00068
Investment management and investment advisory agency accounts income$12,431,00052
Foundation and endowment and agency accounts income$2,156,00047
YTD Gross income other trust and agency accounts$56,00049
YTD Gross income custody and safekeeping agency accounts$1,504,00064
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$28,453,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,153,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$529,00040
YTD Gross Income from other retirement accounts$1,920,00063
YTD Gross Income corporate trust and agency$43,00058
Investment management and investment advisory agency accounts income$8,487,00044
Foundation and endowment and agency accounts income$1,481,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,020,00056
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$19,669,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,061,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000255
YTD Gross Income employee benefit defined benefit$277,00038
YTD Gross Income from other retirement accounts$1,027,00059
YTD Gross Income corporate trust and agency$44,00046
Investment management and investment advisory agency accounts income$4,401,00044
Foundation and endowment and agency accounts income$745,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$555,00056
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$10,128,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$12,091,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,169,00089
YTD Gross Income employee benefit defined benefit$1,083,00040
YTD Gross Income from other retirement accounts$4,793,00050
YTD Gross Income corporate trust and agency$166,00052
Investment management and investment advisory agency accounts income$19,701,00040
Foundation and endowment and agency accounts income$3,019,00038
YTD Gross income other trust and agency accounts$76,00042
YTD Gross income custody and safekeeping agency accounts$1,930,00054
YTD Gross income other trust accounts$435,00071
Gross Fiduciary activities income$44,463,00057
YTD fiduciary expense (Dec. only)$26,962,00063
YTD fiduciary net loss (Dec. only)$48,00082
YTD fiduciary intracompany income (Dec. only)$563,00056
YTD net fiduciary income (Dec. only)$18,016,00056
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$9,085,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,003,00080
YTD Gross Income employee benefit defined benefit$815,00041
YTD Gross Income from other retirement accounts$3,641,00051
YTD Gross Income corporate trust and agency$118,00046
Investment management and investment advisory agency accounts income$14,800,00039
Foundation and endowment and agency accounts income$2,268,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,487,00051
YTD Gross income other trust accounts$411,00064
Gross Fiduciary activities income$33,686,00057
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
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$6,327,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$929,00067
YTD Gross Income employee benefit defined benefit$548,00041
YTD Gross Income from other retirement accounts$2,393,00050
YTD Gross Income corporate trust and agency$85,00049
Investment management and investment advisory agency accounts income$9,877,00038
Foundation and endowment and agency accounts income$1,486,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$987,00053
YTD Gross income other trust accounts$346,00058
Gross Fiduciary activities income$23,018,00057
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
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,872,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$934,00039
YTD Gross Income employee benefit defined benefit$269,00040
YTD Gross Income from other retirement accounts$1,178,00050
YTD Gross Income corporate trust and agency$71,00042
Investment management and investment advisory agency accounts income$4,936,00036
Foundation and endowment and agency accounts income$721,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$526,00052
YTD Gross income other trust accounts$107,00069
Gross Fiduciary activities income$11,633,00056
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
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$11,211,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,452,00030
YTD Gross Income employee benefit defined benefit$1,058,00037
YTD Gross Income from other retirement accounts$4,285,00049
YTD Gross Income corporate trust and agency$610,00040
Investment management and investment advisory agency accounts income$17,239,00038
Foundation and endowment and agency accounts income$2,666,00035
YTD Gross income other trust and agency accounts$92,00042
YTD Gross income custody and safekeeping agency accounts$1,933,00055
YTD Gross income other trust accounts$170,000103
Gross Fiduciary activities income$43,716,00055
YTD fiduciary expense (Dec. only)$32,416,00055
YTD fiduciary net loss (Dec. only)$168,00042
YTD fiduciary intracompany income (Dec. only)$639,00049
YTD net fiduciary income (Dec. only)$11,771,00059
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$8,281,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,381,00029
YTD Gross Income employee benefit defined benefit$806,00038
YTD Gross Income from other retirement accounts$3,195,00046
YTD Gross Income corporate trust and agency$503,00038
Investment management and investment advisory agency accounts income$12,826,00037
Foundation and endowment and agency accounts income$1,998,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,482,00054
YTD Gross income other trust accounts$96,000105
Gross Fiduciary activities income$32,641,00055
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
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,704,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,239,00029
YTD Gross Income employee benefit defined benefit$519,00039
YTD Gross Income from other retirement accounts$2,107,00045
YTD Gross Income corporate trust and agency$371,00036
Investment management and investment advisory agency accounts income$8,468,00038
Foundation and endowment and agency accounts income$1,319,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$986,00056
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$21,731,00054
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
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,470,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$962,00037
YTD Gross Income employee benefit defined benefit$276,00037
YTD Gross Income from other retirement accounts$1,052,00048
YTD Gross Income corporate trust and agency$248,00033
Investment management and investment advisory agency accounts income$4,079,00041
Foundation and endowment and agency accounts income$670,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$541,00056
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$10,319,00057
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
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$11,056,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,918,00030
YTD Gross Income employee benefit defined benefit$1,022,00042
YTD Gross Income from other retirement accounts$3,949,00048
YTD Gross Income corporate trust and agency$759,00043
Investment management and investment advisory agency accounts income$16,013,00039
Foundation and endowment and agency accounts income$2,471,00033
YTD Gross income other trust and agency accounts$78,00049
YTD Gross income custody and safekeeping agency accounts$2,338,00053
YTD Gross income other trust accounts$410,00076
Gross Fiduciary activities income$43,014,00054
YTD fiduciary expense (Dec. only)$32,478,00055
YTD fiduciary net loss (Dec. only)$705,00020
YTD fiduciary intracompany income (Dec. only)$639,00053
YTD net fiduciary income (Dec. only)$10,470,00058
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$7,954,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,449,00032
YTD Gross Income employee benefit defined benefit$771,00044
YTD Gross Income from other retirement accounts$2,915,00050
YTD Gross Income corporate trust and agency$714,00038
Investment management and investment advisory agency accounts income$11,843,00042
Foundation and endowment and agency accounts income$1,832,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,764,00054
YTD Gross income other trust accounts$558,00058
Gross Fiduciary activities income$31,858,00055
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
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,343,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,465,00031
YTD Gross Income employee benefit defined benefit$512,00043
YTD Gross Income from other retirement accounts$1,892,00051
YTD Gross Income corporate trust and agency$517,00038
Investment management and investment advisory agency accounts income$7,856,00041
Foundation and endowment and agency accounts income$1,200,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,177,00054
YTD Gross income other trust accounts$229,00071
Gross Fiduciary activities income$21,231,00054
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
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,568,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,237,00033
YTD Gross Income employee benefit defined benefit$241,00042
YTD Gross Income from other retirement accounts$868,00054
YTD Gross Income corporate trust and agency$364,00032
Investment management and investment advisory agency accounts income$3,863,00041
Foundation and endowment and agency accounts income$581,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$667,00051
YTD Gross income other trust accounts$137,00062
Gross Fiduciary activities income$10,546,00054
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
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$11,572,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,813,00024
YTD Gross Income employee benefit defined benefit$972,00042
YTD Gross Income from other retirement accounts$3,873,00045
YTD Gross Income corporate trust and agency$832,00039
Investment management and investment advisory agency accounts income$15,366,00040
Foundation and endowment and agency accounts income$2,392,00038
YTD Gross income other trust and agency accounts$82,00052
YTD Gross income custody and safekeeping agency accounts$2,532,00051
YTD Gross income other trust accounts$236,00088
Gross Fiduciary activities income$44,670,00054
YTD fiduciary expense (Dec. only)$31,950,00056
YTD fiduciary net loss (Dec. only)$137,00050
YTD fiduciary intracompany income (Dec. only)$681,00056
YTD net fiduciary income (Dec. only)$13,264,00053
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$8,672,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,131,00024
YTD Gross Income employee benefit defined benefit$733,00042
YTD Gross Income from other retirement accounts$2,918,00045
YTD Gross Income corporate trust and agency$682,00038
Investment management and investment advisory agency accounts income$11,566,00039
Foundation and endowment and agency accounts income$1,781,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,917,00052
YTD Gross income other trust accounts$331,00072
Gross Fiduciary activities income$33,793,00054
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
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,988,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,696,00021
YTD Gross Income employee benefit defined benefit$491,00044
YTD Gross Income from other retirement accounts$1,935,00046
YTD Gross Income corporate trust and agency$524,00034
Investment management and investment advisory agency accounts income$7,654,00038
Foundation and endowment and agency accounts income$1,172,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,157,00054
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$22,660,00054
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
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,732,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,917,00021
YTD Gross Income employee benefit defined benefit$238,00043
YTD Gross Income from other retirement accounts$948,00046
YTD Gross Income corporate trust and agency$315,00033
Investment management and investment advisory agency accounts income$3,917,00039
Foundation and endowment and agency accounts income$587,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$646,00051
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$11,324,00055
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
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$10,820,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,237,00020
YTD Gross Income employee benefit defined benefit$953,00042
YTD Gross Income from other retirement accounts$3,476,00048
YTD Gross Income corporate trust and agency$862,00040
Investment management and investment advisory agency accounts income$14,530,00039
Foundation and endowment and agency accounts income$2,214,00038
YTD Gross income other trust and agency accounts$96,00059
YTD Gross income custody and safekeeping agency accounts$2,203,00054
YTD Gross income other trust accounts$173,000105
Gross Fiduciary activities income$42,564,00053
YTD fiduciary expense (Dec. only)$31,032,00057
YTD fiduciary net loss (Dec. only)$185,00040
YTD fiduciary intracompany income (Dec. only)$65,000131
YTD net fiduciary income (Dec. only)$11,412,00057
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$8,057,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,332,00020
YTD Gross Income employee benefit defined benefit$723,00043
YTD Gross Income from other retirement accounts$2,605,00048
YTD Gross Income corporate trust and agency$706,00037
Investment management and investment advisory agency accounts income$10,822,00037
Foundation and endowment and agency accounts income$1,637,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,657,00052
YTD Gross income other trust accounts$61,000133
Gross Fiduciary activities income$31,678,00053
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
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$5,505,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,478,00021
YTD Gross Income employee benefit defined benefit$493,00042
YTD Gross Income from other retirement accounts$1,724,00048
YTD Gross Income corporate trust and agency$553,00035
Investment management and investment advisory agency accounts income$7,224,00037
Foundation and endowment and agency accounts income$1,080,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,041,00055
YTD Gross income other trust accounts$5,000178
Gross Fiduciary activities income$21,159,00053
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
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,589,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,675,00022
YTD Gross Income employee benefit defined benefit$251,00041
YTD Gross Income from other retirement accounts$864,00049
YTD Gross Income corporate trust and agency$267,00034
Investment management and investment advisory agency accounts income$3,579,00038
Foundation and endowment and agency accounts income$533,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$548,00052
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$10,333,00053
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
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$11,243,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,539,00020
YTD Gross Income employee benefit defined benefit$948,00041
YTD Gross Income from other retirement accounts$3,472,00043
YTD Gross Income corporate trust and agency$903,00037
Investment management and investment advisory agency accounts income$13,400,00038
Foundation and endowment and agency accounts income$2,076,00042
YTD Gross income other trust and agency accounts$77,00061
YTD Gross income custody and safekeeping agency accounts$1,866,00057
YTD Gross income other trust accounts$348,00076
Gross Fiduciary activities income$40,872,00052
YTD fiduciary expense (Dec. only)$29,847,00053
YTD fiduciary net loss (Dec. only)$313,00027
YTD fiduciary intracompany income (Dec. only)$619,00054
YTD net fiduciary income (Dec. only)$11,331,00052
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,373,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,877,00020
YTD Gross Income employee benefit defined benefit$717,00041
YTD Gross Income from other retirement accounts$2,535,00045
YTD Gross Income corporate trust and agency$647,00039
Investment management and investment advisory agency accounts income$10,020,00038
Foundation and endowment and agency accounts income$1,556,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,463,00056
YTD Gross income other trust accounts$356,00066
Gross Fiduciary activities income$30,600,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,774,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,242,00022
YTD Gross Income employee benefit defined benefit$485,00041
YTD Gross Income from other retirement accounts$1,641,00046
YTD Gross Income corporate trust and agency$472,00038
Investment management and investment advisory agency accounts income$6,565,00039
Foundation and endowment and agency accounts income$1,032,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,014,00054
YTD Gross income other trust accounts$240,00068
Gross Fiduciary activities income$20,498,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,806,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,744,00021
YTD Gross Income employee benefit defined benefit$233,00043
YTD Gross Income from other retirement accounts$813,00047
YTD Gross Income corporate trust and agency$311,00032
Investment management and investment advisory agency accounts income$3,194,00040
Foundation and endowment and agency accounts income$501,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$555,00049
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$10,174,00051
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
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$12,943,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,834,00023
YTD Gross Income employee benefit defined benefit$1,186,00040
YTD Gross Income from other retirement accounts$3,498,00043
YTD Gross Income corporate trust and agency$670,00040
Investment management and investment advisory agency accounts income$12,537,00041
Foundation and endowment and agency accounts income$1,921,00042
YTD Gross income other trust and agency accounts$61,00067
YTD Gross income custody and safekeeping agency accounts$2,238,00048
YTD Gross income other trust accounts$111,000120
Gross Fiduciary activities income$41,999,00051
YTD fiduciary expense (Dec. only)$28,222,00054
YTD fiduciary net loss (Dec. only)$172,00038
YTD fiduciary intracompany income (Dec. only)$684,00051
YTD net fiduciary income (Dec. only)$14,289,00043
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,928,00041
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,040,00024
YTD Gross Income employee benefit defined benefit$928,00040
YTD Gross Income from other retirement accounts$2,690,00042
YTD Gross Income corporate trust and agency$589,00040
Investment management and investment advisory agency accounts income$9,359,00040
Foundation and endowment and agency accounts income$1,449,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,670,00050
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$31,697,00051
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
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$7,182,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,348,00024
YTD Gross Income employee benefit defined benefit$619,00043
YTD Gross Income from other retirement accounts$1,798,00044
YTD Gross Income corporate trust and agency$395,00039
Investment management and investment advisory agency accounts income$6,176,00041
Foundation and endowment and agency accounts income$966,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,077,00051
YTD Gross income other trust accounts$20,000151
Gross Fiduciary activities income$21,610,00051
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
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$3,789,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,613,00024
YTD Gross Income employee benefit defined benefit$252,00045
YTD Gross Income from other retirement accounts$865,00045
YTD Gross Income corporate trust and agency$308,00032
Investment management and investment advisory agency accounts income$3,000,00042
Foundation and endowment and agency accounts income$451,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$513,00055
YTD Gross income other trust accounts$30,000106
Gross Fiduciary activities income$10,835,00051
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
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$13,050,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,969,00023
YTD Gross Income employee benefit defined benefit$1,138,00044
YTD Gross Income from other retirement accounts$3,729,00039
YTD Gross Income corporate trust and agency$685,00040
Investment management and investment advisory agency accounts income$11,152,00041
Foundation and endowment and agency accounts income$1,650,00045
YTD Gross income other trust and agency accounts$37,00080
YTD Gross income custody and safekeeping agency accounts$2,155,00053
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$40,565,00052
YTD fiduciary expense (Dec. only)$33,040,00048
YTD fiduciary net loss (Dec. only)$117,00041
YTD fiduciary intracompany income (Dec. only)$5,248,00021
YTD net fiduciary income (Dec. only)$12,656,00049
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,774,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,595,00021
YTD Gross Income employee benefit defined benefit$327,00069
YTD Gross Income from other retirement accounts$2,443,00040
YTD Gross Income corporate trust and agency$549,00039
Investment management and investment advisory agency accounts income$9,073,00040
Foundation and endowment and agency accounts income$211,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$973,00065
YTD Gross income other trust accounts$1,561,00031
Gross Fiduciary activities income$30,506,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,400,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,607,00022
YTD Gross Income employee benefit defined benefit$214,00070
YTD Gross Income from other retirement accounts$1,585,00041
YTD Gross Income corporate trust and agency$259,00042
Investment management and investment advisory agency accounts income$5,829,00041
Foundation and endowment and agency accounts income$94,000151
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$643,00067
YTD Gross income other trust accounts$1,316,00028
Gross Fiduciary activities income$19,947,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,215,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,833,00023
YTD Gross Income employee benefit defined benefit$109,00074
YTD Gross Income from other retirement accounts$780,00043
YTD Gross Income corporate trust and agency$200,00035
Investment management and investment advisory agency accounts income$2,834,00041
Foundation and endowment and agency accounts income$53,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$324,00066
YTD Gross income other trust accounts$671,00030
Gross Fiduciary activities income$10,019,00053
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
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$10,773,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,862,00022
YTD Gross Income employee benefit defined benefit$381,00074
YTD Gross Income from other retirement accounts$2,460,00050
YTD Gross Income corporate trust and agency$336,00055
Investment management and investment advisory agency accounts income$8,903,00045
Foundation and endowment and agency accounts income$230,000129
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$1,290,00066
YTD Gross income other trust accounts$804,00049
Gross Fiduciary activities income$33,039,00056
YTD fiduciary expense (Dec. only)$31,969,00048
YTD fiduciary net loss (Dec. only)$252,00029
YTD fiduciary intracompany income (Dec. only)$9,789,00015
YTD net fiduciary income (Dec. only)$10,607,00045
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,175,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,236,00026
YTD Gross Income employee benefit defined benefit$276,00073
YTD Gross Income from other retirement accounts$1,786,00049
YTD Gross Income corporate trust and agency$261,00051
Investment management and investment advisory agency accounts income$6,494,00046
Foundation and endowment and agency accounts income$164,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$930,00064
YTD Gross income other trust accounts$1,205,00035
Gross Fiduciary activities income$24,527,00055
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
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$5,587,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,624,00026
YTD Gross Income employee benefit defined benefit$173,00076
YTD Gross Income from other retirement accounts$1,176,00049
YTD Gross Income corporate trust and agency$153,00052
Investment management and investment advisory agency accounts income$4,209,00047
Foundation and endowment and agency accounts income$116,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$610,00062
YTD Gross income other trust accounts$678,00039
Gross Fiduciary activities income$16,326,00056
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
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$3,251,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,429,00028
YTD Gross Income employee benefit defined benefit$76,00077
YTD Gross Income from other retirement accounts$535,00051
YTD Gross Income corporate trust and agency$100,00049
Investment management and investment advisory agency accounts income$2,017,00048
Foundation and endowment and agency accounts income$61,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$303,00061
YTD Gross income other trust accounts$465,00033
Gross Fiduciary activities income$8,237,00053
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
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,881,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,191,00022
YTD Gross Income employee benefit defined benefit$435,00069
YTD Gross Income from other retirement accounts$2,125,00048
YTD Gross Income corporate trust and agency$593,00047
Investment management and investment advisory agency accounts income$8,235,00044
Foundation and endowment and agency accounts income$250,000117
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$1,215,00060
YTD Gross income other trust accounts$569,00058
Gross Fiduciary activities income$31,494,00055
YTD fiduciary expense (Dec. only)$31,547,00048
YTD fiduciary net loss (Dec. only)$128,00048
YTD fiduciary intracompany income (Dec. only)$8,926,00017
YTD net fiduciary income (Dec. only)$8,745,00046
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,281,00044
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,429,00021
YTD Gross Income employee benefit defined benefit$302,00071
YTD Gross Income from other retirement accounts$1,613,00047
YTD Gross Income corporate trust and agency$287,00050
Investment management and investment advisory agency accounts income$6,331,00040
Foundation and endowment and agency accounts income$198,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$868,00061
YTD Gross income other trust accounts$512,00053
Gross Fiduciary activities income$23,821,00055
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
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,496,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,046,00019
YTD Gross Income employee benefit defined benefit$179,00074
YTD Gross Income from other retirement accounts$991,00049
YTD Gross Income corporate trust and agency$152,00051
Investment management and investment advisory agency accounts income$3,986,00046
Foundation and endowment and agency accounts income$120,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$576,00061
YTD Gross income other trust accounts$500,00041
Gross Fiduciary activities income$16,046,00055
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
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,312,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,130,00018
YTD Gross Income employee benefit defined benefit$82,00074
YTD Gross Income from other retirement accounts$484,00051
YTD Gross Income corporate trust and agency$93,00052
Investment management and investment advisory agency accounts income$1,971,00044
Foundation and endowment and agency accounts income$64,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$283,00060
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$8,419,00050
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
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,765,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,002,00024
YTD Gross Income employee benefit defined benefit$660,00055
YTD Gross Income from other retirement accounts$2,019,00044
YTD Gross Income corporate trust and agency$408,00050
Investment management and investment advisory agency accounts income$7,047,00045
Foundation and endowment and agency accounts income$177,000140
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$1,199,00059
YTD Gross income other trust accounts$3,730,00023
Gross Fiduciary activities income$30,007,00047
YTD fiduciary expense (Dec. only)$30,559,00044
YTD fiduciary net loss (Dec. only)$139,00040
YTD fiduciary intracompany income (Dec. only)$4,282,00023
YTD net fiduciary income (Dec. only)$3,591,00080
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,414,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,768,00034
YTD Gross Income employee benefit defined benefit$453,00060
YTD Gross Income from other retirement accounts$1,494,00044
YTD Gross Income corporate trust and agency$325,00047
Investment management and investment advisory agency accounts income$5,162,00047
Foundation and endowment and agency accounts income$124,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$907,00062
YTD Gross income other trust accounts$4,696,00021
Gross Fiduciary activities income$22,343,00048
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
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,430,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,026,00033
YTD Gross Income employee benefit defined benefit$222,00070
YTD Gross Income from other retirement accounts$971,00045
YTD Gross Income corporate trust and agency$201,00051
Investment management and investment advisory agency accounts income$3,272,00047
Foundation and endowment and agency accounts income$74,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$607,00061
YTD Gross income other trust accounts$3,187,00020
Gross Fiduciary activities income$14,990,00048
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
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,307,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,038,00033
YTD Gross Income employee benefit defined benefit$117,00068
YTD Gross Income from other retirement accounts$506,00045
YTD Gross Income corporate trust and agency$114,00050
Investment management and investment advisory agency accounts income$1,540,00050
Foundation and endowment and agency accounts income$37,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$317,00061
YTD Gross income other trust accounts$1,526,00022
Gross Fiduciary activities income$7,502,00044
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
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$6,903,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,013,00038
YTD Gross Income employee benefit defined benefit$425,00070
YTD Gross Income from other retirement accounts$1,051,00070
YTD Gross Income corporate trust and agency$422,00052
Investment management and investment advisory agency accounts income$3,230,00075
Foundation and endowment and agency accounts income$142,000147
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$1,638,00057
YTD Gross income other trust accounts$13,445,00014
Gross Fiduciary activities income$30,269,00046
YTD fiduciary expense (Dec. only)$28,268,00049
YTD fiduciary net loss (Dec. only)$98,00053
YTD fiduciary intracompany income (Dec. only)$5,485,00020
YTD net fiduciary income (Dec. only)$7,388,00048
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,334,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,748,00035
YTD Gross Income employee benefit defined benefit$378,00065
YTD Gross Income from other retirement accounts$1,387,00045
YTD Gross Income corporate trust and agency$594,00037
Investment management and investment advisory agency accounts income$4,068,00051
Foundation and endowment and agency accounts income$5,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,328,00056
YTD Gross income other trust accounts$5,050,00021
Gross Fiduciary activities income$21,912,00047
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 incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,280,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,404,00041
YTD Gross Income employee benefit defined benefit$194,00074
YTD Gross Income from other retirement accounts$361,000100
YTD Gross Income corporate trust and agency$247,00051
Investment management and investment advisory agency accounts income$1,159,00096
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$802,00059
YTD Gross income other trust accounts$2,727,00023
Gross Fiduciary activities income$10,174,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,696,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$644,00043
YTD Gross Income employee benefit defined benefit$92,00074
YTD Gross Income from other retirement accounts$172,000103
YTD Gross Income corporate trust and agency$128,00047
Investment management and investment advisory agency accounts income$531,000101
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$404,00058
YTD Gross income other trust accounts$1,485,00022
Gross Fiduciary activities income$5,152,00059
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
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$5,245,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,342,00051
YTD Gross Income employee benefit defined benefit$390,00069
YTD Gross Income from other retirement accounts$598,000106
YTD Gross Income corporate trust and agency$447,00059
Investment management and investment advisory agency accounts income$1,970,000104
Foundation and endowment and agency accounts income$131,000130
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$1,319,00061
YTD Gross income other trust accounts$6,681,00020
Gross Fiduciary activities income$19,123,00062
YTD fiduciary expense (Dec. only)$22,773,00056
YTD fiduciary net loss (Dec. only)$243,00034
YTD fiduciary intracompany income (Dec. only)$6,613,00021
YTD net fiduciary income (Dec. only)$2,720,00093
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,947,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,702,00052
YTD Gross Income employee benefit defined benefit$281,00069
YTD Gross Income from other retirement accounts$390,000119
YTD Gross Income corporate trust and agency$435,00051
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$954,00069
YTD Gross income other trust accounts$4,727,00025
Gross Fiduciary activities income$13,902,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,628,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,016,00054
YTD Gross Income employee benefit defined benefit$195,00065
YTD Gross Income from other retirement accounts$252,000118
YTD Gross Income corporate trust and agency$242,00053
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$622,00071
YTD Gross income other trust accounts$3,299,00022
Gross Fiduciary activities income$9,160,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,400,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$551,00051
YTD Gross Income employee benefit defined benefit$92,00066
YTD Gross Income from other retirement accounts$141,000105
YTD Gross Income corporate trust and agency$126,00055
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$318,00069
YTD Gross income other trust accounts$1,259,00025
Gross Fiduciary activities income$4,319,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$54,000101
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$20,158,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,827,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,318,00068
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
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$4,996,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$34,000116
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$20,045,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,813,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,910,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,835,00068
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
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$18,000130
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$19,054,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,089,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,212,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,298,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,000173
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$20,136,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$15,261,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,096,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,653,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$17,446,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,781,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,857,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,970,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$15,620,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,804,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,650,00098
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
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$3,306,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,874,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,888,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$13,520,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,232,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,527,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$15,011,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$12,739,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,094,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,042,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,922,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,228,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA