Home > First National Bank of Omaha > Gross Fiduciary and Related Services Income
First National Bank of Omaha, Gross Fiduciary and Related Services Income
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $12,003,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $57,000 | 229 |
YTD Gross Income employee benefit defined benefit | $789,000 | 48 |
YTD Gross Income from other retirement accounts | $2,590,000 | 83 |
YTD Gross Income corporate trust and agency | $289,000 | 45 |
Investment management and investment advisory agency accounts income | $14,277,000 | 96 |
Foundation and endowment and agency accounts income | $2,923,000 | 48 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $1,744,000 | 63 |
YTD Gross income other trust accounts | $549,000 | 67 |
Gross Fiduciary activities income | $35,221,000 | 82 |
YTD fiduciary expense (Dec. only) | $37,449,000 | 64 |
YTD fiduciary net loss (Dec. only) | $1,874,000 | 23 |
YTD fiduciary intracompany income (Dec. only) | $5,093,000 | 32 |
YTD net fiduciary income (Dec. only) | $991,000 | 307 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,012,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $44,000 | 194 |
YTD Gross Income employee benefit defined benefit | $588,000 | 50 |
YTD Gross Income from other retirement accounts | $2,032,000 | 75 |
YTD Gross Income corporate trust and agency | $107,000 | 53 |
Investment management and investment advisory agency accounts income | $11,052,000 | 101 |
Foundation and endowment and agency accounts income | $2,115,000 | 49 |
YTD Gross income other trust and agency accounts | $0 | 90 |
YTD Gross income custody and safekeeping agency accounts | $1,362,000 | 62 |
YTD Gross income other trust accounts | $671,000 | 59 |
Gross Fiduciary activities income | $26,983,000 | 84 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,367,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $30,000 | 225 |
YTD Gross Income employee benefit defined benefit | $397,000 | 45 |
YTD Gross Income from other retirement accounts | $1,377,000 | 72 |
YTD Gross Income corporate trust and agency | $121,000 | 45 |
Investment management and investment advisory agency accounts income | $7,602,000 | 98 |
Foundation and endowment and agency accounts income | $1,398,000 | 46 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $922,000 | 59 |
YTD Gross income other trust accounts | $181,000 | 88 |
Gross Fiduciary activities income | $18,395,000 | 80 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,867,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $17,000 | 203 |
YTD Gross Income employee benefit defined benefit | $215,000 | 46 |
YTD Gross Income from other retirement accounts | $699,000 | 79 |
YTD Gross Income corporate trust and agency | $68,000 | 45 |
Investment management and investment advisory agency accounts income | $3,810,000 | 57 |
Foundation and endowment and agency accounts income | $674,000 | 53 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $541,000 | 64 |
YTD Gross income other trust accounts | $49,000 | 93 |
Gross Fiduciary activities income | $8,940,000 | 85 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,602,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $24,000 | 283 |
YTD Gross Income employee benefit defined benefit | $996,000 | 48 |
YTD Gross Income from other retirement accounts | $3,433,000 | 68 |
YTD Gross Income corporate trust and agency | $102,000 | 63 |
Investment management and investment advisory agency accounts income | $16,337,000 | 52 |
Foundation and endowment and agency accounts income | $2,816,000 | 48 |
YTD Gross income other trust and agency accounts | $56,000 | 56 |
YTD Gross income custody and safekeeping agency accounts | $1,883,000 | 70 |
YTD Gross income other trust accounts | $161,000 | 114 |
Gross Fiduciary activities income | $37,410,000 | 79 |
YTD fiduciary expense (Dec. only) | $40,490,000 | 61 |
YTD fiduciary net loss (Dec. only) | $2,213,000 | 13 |
YTD fiduciary intracompany income (Dec. only) | $6,387,000 | 33 |
YTD net fiduciary income (Dec. only) | $1,094,000 | 303 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,782,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $8,000 | 267 |
YTD Gross Income employee benefit defined benefit | $758,000 | 46 |
YTD Gross Income from other retirement accounts | $2,725,000 | 67 |
YTD Gross Income corporate trust and agency | $33,000 | 68 |
Investment management and investment advisory agency accounts income | $12,431,000 | 52 |
Foundation and endowment and agency accounts income | $2,156,000 | 47 |
YTD Gross income other trust and agency accounts | $56,000 | 49 |
YTD Gross income custody and safekeeping agency accounts | $1,504,000 | 64 |
YTD Gross income other trust accounts | $0 | 184 |
Gross Fiduciary activities income | $28,453,000 | 79 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,153,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $529,000 | 40 |
YTD Gross Income from other retirement accounts | $1,920,000 | 63 |
YTD Gross Income corporate trust and agency | $43,000 | 58 |
Investment management and investment advisory agency accounts income | $8,487,000 | 44 |
Foundation and endowment and agency accounts income | $1,481,000 | 39 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,020,000 | 56 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $19,669,000 | 63 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,061,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,000 | 255 |
YTD Gross Income employee benefit defined benefit | $277,000 | 38 |
YTD Gross Income from other retirement accounts | $1,027,000 | 59 |
YTD Gross Income corporate trust and agency | $44,000 | 46 |
Investment management and investment advisory agency accounts income | $4,401,000 | 44 |
Foundation and endowment and agency accounts income | $745,000 | 40 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $555,000 | 56 |
YTD Gross income other trust accounts | $0 | 156 |
Gross Fiduciary activities income | $10,128,000 | 62 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $12,091,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,169,000 | 89 |
YTD Gross Income employee benefit defined benefit | $1,083,000 | 40 |
YTD Gross Income from other retirement accounts | $4,793,000 | 50 |
YTD Gross Income corporate trust and agency | $166,000 | 52 |
Investment management and investment advisory agency accounts income | $19,701,000 | 40 |
Foundation and endowment and agency accounts income | $3,019,000 | 38 |
YTD Gross income other trust and agency accounts | $76,000 | 42 |
YTD Gross income custody and safekeeping agency accounts | $1,930,000 | 54 |
YTD Gross income other trust accounts | $435,000 | 71 |
Gross Fiduciary activities income | $44,463,000 | 57 |
YTD fiduciary expense (Dec. only) | $26,962,000 | 63 |
YTD fiduciary net loss (Dec. only) | $48,000 | 82 |
YTD fiduciary intracompany income (Dec. only) | $563,000 | 56 |
YTD net fiduciary income (Dec. only) | $18,016,000 | 56 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,085,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,003,000 | 80 |
YTD Gross Income employee benefit defined benefit | $815,000 | 41 |
YTD Gross Income from other retirement accounts | $3,641,000 | 51 |
YTD Gross Income corporate trust and agency | $118,000 | 46 |
Investment management and investment advisory agency accounts income | $14,800,000 | 39 |
Foundation and endowment and agency accounts income | $2,268,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,487,000 | 51 |
YTD Gross income other trust accounts | $411,000 | 64 |
Gross Fiduciary activities income | $33,686,000 | 57 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,327,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $929,000 | 67 |
YTD Gross Income employee benefit defined benefit | $548,000 | 41 |
YTD Gross Income from other retirement accounts | $2,393,000 | 50 |
YTD Gross Income corporate trust and agency | $85,000 | 49 |
Investment management and investment advisory agency accounts income | $9,877,000 | 38 |
Foundation and endowment and agency accounts income | $1,486,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $987,000 | 53 |
YTD Gross income other trust accounts | $346,000 | 58 |
Gross Fiduciary activities income | $23,018,000 | 57 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,872,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $934,000 | 39 |
YTD Gross Income employee benefit defined benefit | $269,000 | 40 |
YTD Gross Income from other retirement accounts | $1,178,000 | 50 |
YTD Gross Income corporate trust and agency | $71,000 | 42 |
Investment management and investment advisory agency accounts income | $4,936,000 | 36 |
Foundation and endowment and agency accounts income | $721,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $526,000 | 52 |
YTD Gross income other trust accounts | $107,000 | 69 |
Gross Fiduciary activities income | $11,633,000 | 56 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,211,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,452,000 | 30 |
YTD Gross Income employee benefit defined benefit | $1,058,000 | 37 |
YTD Gross Income from other retirement accounts | $4,285,000 | 49 |
YTD Gross Income corporate trust and agency | $610,000 | 40 |
Investment management and investment advisory agency accounts income | $17,239,000 | 38 |
Foundation and endowment and agency accounts income | $2,666,000 | 35 |
YTD Gross income other trust and agency accounts | $92,000 | 42 |
YTD Gross income custody and safekeeping agency accounts | $1,933,000 | 55 |
YTD Gross income other trust accounts | $170,000 | 103 |
Gross Fiduciary activities income | $43,716,000 | 55 |
YTD fiduciary expense (Dec. only) | $32,416,000 | 55 |
YTD fiduciary net loss (Dec. only) | $168,000 | 42 |
YTD fiduciary intracompany income (Dec. only) | $639,000 | 49 |
YTD net fiduciary income (Dec. only) | $11,771,000 | 59 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,281,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,381,000 | 29 |
YTD Gross Income employee benefit defined benefit | $806,000 | 38 |
YTD Gross Income from other retirement accounts | $3,195,000 | 46 |
YTD Gross Income corporate trust and agency | $503,000 | 38 |
Investment management and investment advisory agency accounts income | $12,826,000 | 37 |
Foundation and endowment and agency accounts income | $1,998,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,482,000 | 54 |
YTD Gross income other trust accounts | $96,000 | 105 |
Gross Fiduciary activities income | $32,641,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,704,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,239,000 | 29 |
YTD Gross Income employee benefit defined benefit | $519,000 | 39 |
YTD Gross Income from other retirement accounts | $2,107,000 | 45 |
YTD Gross Income corporate trust and agency | $371,000 | 36 |
Investment management and investment advisory agency accounts income | $8,468,000 | 38 |
Foundation and endowment and agency accounts income | $1,319,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $986,000 | 56 |
YTD Gross income other trust accounts | $0 | 205 |
Gross Fiduciary activities income | $21,731,000 | 54 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,470,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $962,000 | 37 |
YTD Gross Income employee benefit defined benefit | $276,000 | 37 |
YTD Gross Income from other retirement accounts | $1,052,000 | 48 |
YTD Gross Income corporate trust and agency | $248,000 | 33 |
Investment management and investment advisory agency accounts income | $4,079,000 | 41 |
Foundation and endowment and agency accounts income | $670,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $541,000 | 56 |
YTD Gross income other trust accounts | $0 | 171 |
Gross Fiduciary activities income | $10,319,000 | 57 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,056,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,918,000 | 30 |
YTD Gross Income employee benefit defined benefit | $1,022,000 | 42 |
YTD Gross Income from other retirement accounts | $3,949,000 | 48 |
YTD Gross Income corporate trust and agency | $759,000 | 43 |
Investment management and investment advisory agency accounts income | $16,013,000 | 39 |
Foundation and endowment and agency accounts income | $2,471,000 | 33 |
YTD Gross income other trust and agency accounts | $78,000 | 49 |
YTD Gross income custody and safekeeping agency accounts | $2,338,000 | 53 |
YTD Gross income other trust accounts | $410,000 | 76 |
Gross Fiduciary activities income | $43,014,000 | 54 |
YTD fiduciary expense (Dec. only) | $32,478,000 | 55 |
YTD fiduciary net loss (Dec. only) | $705,000 | 20 |
YTD fiduciary intracompany income (Dec. only) | $639,000 | 53 |
YTD net fiduciary income (Dec. only) | $10,470,000 | 58 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,954,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,449,000 | 32 |
YTD Gross Income employee benefit defined benefit | $771,000 | 44 |
YTD Gross Income from other retirement accounts | $2,915,000 | 50 |
YTD Gross Income corporate trust and agency | $714,000 | 38 |
Investment management and investment advisory agency accounts income | $11,843,000 | 42 |
Foundation and endowment and agency accounts income | $1,832,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,764,000 | 54 |
YTD Gross income other trust accounts | $558,000 | 58 |
Gross Fiduciary activities income | $31,858,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,343,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,465,000 | 31 |
YTD Gross Income employee benefit defined benefit | $512,000 | 43 |
YTD Gross Income from other retirement accounts | $1,892,000 | 51 |
YTD Gross Income corporate trust and agency | $517,000 | 38 |
Investment management and investment advisory agency accounts income | $7,856,000 | 41 |
Foundation and endowment and agency accounts income | $1,200,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,177,000 | 54 |
YTD Gross income other trust accounts | $229,000 | 71 |
Gross Fiduciary activities income | $21,231,000 | 54 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,568,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,237,000 | 33 |
YTD Gross Income employee benefit defined benefit | $241,000 | 42 |
YTD Gross Income from other retirement accounts | $868,000 | 54 |
YTD Gross Income corporate trust and agency | $364,000 | 32 |
Investment management and investment advisory agency accounts income | $3,863,000 | 41 |
Foundation and endowment and agency accounts income | $581,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $667,000 | 51 |
YTD Gross income other trust accounts | $137,000 | 62 |
Gross Fiduciary activities income | $10,546,000 | 54 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,572,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,813,000 | 24 |
YTD Gross Income employee benefit defined benefit | $972,000 | 42 |
YTD Gross Income from other retirement accounts | $3,873,000 | 45 |
YTD Gross Income corporate trust and agency | $832,000 | 39 |
Investment management and investment advisory agency accounts income | $15,366,000 | 40 |
Foundation and endowment and agency accounts income | $2,392,000 | 38 |
YTD Gross income other trust and agency accounts | $82,000 | 52 |
YTD Gross income custody and safekeeping agency accounts | $2,532,000 | 51 |
YTD Gross income other trust accounts | $236,000 | 88 |
Gross Fiduciary activities income | $44,670,000 | 54 |
YTD fiduciary expense (Dec. only) | $31,950,000 | 56 |
YTD fiduciary net loss (Dec. only) | $137,000 | 50 |
YTD fiduciary intracompany income (Dec. only) | $681,000 | 56 |
YTD net fiduciary income (Dec. only) | $13,264,000 | 53 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,672,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,131,000 | 24 |
YTD Gross Income employee benefit defined benefit | $733,000 | 42 |
YTD Gross Income from other retirement accounts | $2,918,000 | 45 |
YTD Gross Income corporate trust and agency | $682,000 | 38 |
Investment management and investment advisory agency accounts income | $11,566,000 | 39 |
Foundation and endowment and agency accounts income | $1,781,000 | 39 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,917,000 | 52 |
YTD Gross income other trust accounts | $331,000 | 72 |
Gross Fiduciary activities income | $33,793,000 | 54 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,988,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,696,000 | 21 |
YTD Gross Income employee benefit defined benefit | $491,000 | 44 |
YTD Gross Income from other retirement accounts | $1,935,000 | 46 |
YTD Gross Income corporate trust and agency | $524,000 | 34 |
Investment management and investment advisory agency accounts income | $7,654,000 | 38 |
Foundation and endowment and agency accounts income | $1,172,000 | 39 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,157,000 | 54 |
YTD Gross income other trust accounts | $0 | 203 |
Gross Fiduciary activities income | $22,660,000 | 54 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,732,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,917,000 | 21 |
YTD Gross Income employee benefit defined benefit | $238,000 | 43 |
YTD Gross Income from other retirement accounts | $948,000 | 46 |
YTD Gross Income corporate trust and agency | $315,000 | 33 |
Investment management and investment advisory agency accounts income | $3,917,000 | 39 |
Foundation and endowment and agency accounts income | $587,000 | 38 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $646,000 | 51 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $11,324,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,820,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,237,000 | 20 |
YTD Gross Income employee benefit defined benefit | $953,000 | 42 |
YTD Gross Income from other retirement accounts | $3,476,000 | 48 |
YTD Gross Income corporate trust and agency | $862,000 | 40 |
Investment management and investment advisory agency accounts income | $14,530,000 | 39 |
Foundation and endowment and agency accounts income | $2,214,000 | 38 |
YTD Gross income other trust and agency accounts | $96,000 | 59 |
YTD Gross income custody and safekeeping agency accounts | $2,203,000 | 54 |
YTD Gross income other trust accounts | $173,000 | 105 |
Gross Fiduciary activities income | $42,564,000 | 53 |
YTD fiduciary expense (Dec. only) | $31,032,000 | 57 |
YTD fiduciary net loss (Dec. only) | $185,000 | 40 |
YTD fiduciary intracompany income (Dec. only) | $65,000 | 131 |
YTD net fiduciary income (Dec. only) | $11,412,000 | 57 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,057,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,332,000 | 20 |
YTD Gross Income employee benefit defined benefit | $723,000 | 43 |
YTD Gross Income from other retirement accounts | $2,605,000 | 48 |
YTD Gross Income corporate trust and agency | $706,000 | 37 |
Investment management and investment advisory agency accounts income | $10,822,000 | 37 |
Foundation and endowment and agency accounts income | $1,637,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,657,000 | 52 |
YTD Gross income other trust accounts | $61,000 | 133 |
Gross Fiduciary activities income | $31,678,000 | 53 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,505,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,478,000 | 21 |
YTD Gross Income employee benefit defined benefit | $493,000 | 42 |
YTD Gross Income from other retirement accounts | $1,724,000 | 48 |
YTD Gross Income corporate trust and agency | $553,000 | 35 |
Investment management and investment advisory agency accounts income | $7,224,000 | 37 |
Foundation and endowment and agency accounts income | $1,080,000 | 40 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,041,000 | 55 |
YTD Gross income other trust accounts | $5,000 | 178 |
Gross Fiduciary activities income | $21,159,000 | 53 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,589,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,675,000 | 22 |
YTD Gross Income employee benefit defined benefit | $251,000 | 41 |
YTD Gross Income from other retirement accounts | $864,000 | 49 |
YTD Gross Income corporate trust and agency | $267,000 | 34 |
Investment management and investment advisory agency accounts income | $3,579,000 | 38 |
Foundation and endowment and agency accounts income | $533,000 | 41 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $548,000 | 52 |
YTD Gross income other trust accounts | $0 | 186 |
Gross Fiduciary activities income | $10,333,000 | 53 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,243,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,539,000 | 20 |
YTD Gross Income employee benefit defined benefit | $948,000 | 41 |
YTD Gross Income from other retirement accounts | $3,472,000 | 43 |
YTD Gross Income corporate trust and agency | $903,000 | 37 |
Investment management and investment advisory agency accounts income | $13,400,000 | 38 |
Foundation and endowment and agency accounts income | $2,076,000 | 42 |
YTD Gross income other trust and agency accounts | $77,000 | 61 |
YTD Gross income custody and safekeeping agency accounts | $1,866,000 | 57 |
YTD Gross income other trust accounts | $348,000 | 76 |
Gross Fiduciary activities income | $40,872,000 | 52 |
YTD fiduciary expense (Dec. only) | $29,847,000 | 53 |
YTD fiduciary net loss (Dec. only) | $313,000 | 27 |
YTD fiduciary intracompany income (Dec. only) | $619,000 | 54 |
YTD net fiduciary income (Dec. only) | $11,331,000 | 52 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,373,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,877,000 | 20 |
YTD Gross Income employee benefit defined benefit | $717,000 | 41 |
YTD Gross Income from other retirement accounts | $2,535,000 | 45 |
YTD Gross Income corporate trust and agency | $647,000 | 39 |
Investment management and investment advisory agency accounts income | $10,020,000 | 38 |
Foundation and endowment and agency accounts income | $1,556,000 | 41 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,463,000 | 56 |
YTD Gross income other trust accounts | $356,000 | 66 |
Gross Fiduciary activities income | $30,600,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,774,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,242,000 | 22 |
YTD Gross Income employee benefit defined benefit | $485,000 | 41 |
YTD Gross Income from other retirement accounts | $1,641,000 | 46 |
YTD Gross Income corporate trust and agency | $472,000 | 38 |
Investment management and investment advisory agency accounts income | $6,565,000 | 39 |
Foundation and endowment and agency accounts income | $1,032,000 | 40 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,014,000 | 54 |
YTD Gross income other trust accounts | $240,000 | 68 |
Gross Fiduciary activities income | $20,498,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,806,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,744,000 | 21 |
YTD Gross Income employee benefit defined benefit | $233,000 | 43 |
YTD Gross Income from other retirement accounts | $813,000 | 47 |
YTD Gross Income corporate trust and agency | $311,000 | 32 |
Investment management and investment advisory agency accounts income | $3,194,000 | 40 |
Foundation and endowment and agency accounts income | $501,000 | 41 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $555,000 | 49 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $10,174,000 | 51 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $12,943,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,834,000 | 23 |
YTD Gross Income employee benefit defined benefit | $1,186,000 | 40 |
YTD Gross Income from other retirement accounts | $3,498,000 | 43 |
YTD Gross Income corporate trust and agency | $670,000 | 40 |
Investment management and investment advisory agency accounts income | $12,537,000 | 41 |
Foundation and endowment and agency accounts income | $1,921,000 | 42 |
YTD Gross income other trust and agency accounts | $61,000 | 67 |
YTD Gross income custody and safekeeping agency accounts | $2,238,000 | 48 |
YTD Gross income other trust accounts | $111,000 | 120 |
Gross Fiduciary activities income | $41,999,000 | 51 |
YTD fiduciary expense (Dec. only) | $28,222,000 | 54 |
YTD fiduciary net loss (Dec. only) | $172,000 | 38 |
YTD fiduciary intracompany income (Dec. only) | $684,000 | 51 |
YTD net fiduciary income (Dec. only) | $14,289,000 | 43 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,928,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,040,000 | 24 |
YTD Gross Income employee benefit defined benefit | $928,000 | 40 |
YTD Gross Income from other retirement accounts | $2,690,000 | 42 |
YTD Gross Income corporate trust and agency | $589,000 | 40 |
Investment management and investment advisory agency accounts income | $9,359,000 | 40 |
Foundation and endowment and agency accounts income | $1,449,000 | 42 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,670,000 | 50 |
YTD Gross income other trust accounts | $0 | 212 |
Gross Fiduciary activities income | $31,697,000 | 51 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,182,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,348,000 | 24 |
YTD Gross Income employee benefit defined benefit | $619,000 | 43 |
YTD Gross Income from other retirement accounts | $1,798,000 | 44 |
YTD Gross Income corporate trust and agency | $395,000 | 39 |
Investment management and investment advisory agency accounts income | $6,176,000 | 41 |
Foundation and endowment and agency accounts income | $966,000 | 44 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,077,000 | 51 |
YTD Gross income other trust accounts | $20,000 | 151 |
Gross Fiduciary activities income | $21,610,000 | 51 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,789,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,613,000 | 24 |
YTD Gross Income employee benefit defined benefit | $252,000 | 45 |
YTD Gross Income from other retirement accounts | $865,000 | 45 |
YTD Gross Income corporate trust and agency | $308,000 | 32 |
Investment management and investment advisory agency accounts income | $3,000,000 | 42 |
Foundation and endowment and agency accounts income | $451,000 | 44 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $513,000 | 55 |
YTD Gross income other trust accounts | $30,000 | 106 |
Gross Fiduciary activities income | $10,835,000 | 51 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,050,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,969,000 | 23 |
YTD Gross Income employee benefit defined benefit | $1,138,000 | 44 |
YTD Gross Income from other retirement accounts | $3,729,000 | 39 |
YTD Gross Income corporate trust and agency | $685,000 | 40 |
Investment management and investment advisory agency accounts income | $11,152,000 | 41 |
Foundation and endowment and agency accounts income | $1,650,000 | 45 |
YTD Gross income other trust and agency accounts | $37,000 | 80 |
YTD Gross income custody and safekeeping agency accounts | $2,155,000 | 53 |
YTD Gross income other trust accounts | $0 | 296 |
Gross Fiduciary activities income | $40,565,000 | 52 |
YTD fiduciary expense (Dec. only) | $33,040,000 | 48 |
YTD fiduciary net loss (Dec. only) | $117,000 | 41 |
YTD fiduciary intracompany income (Dec. only) | $5,248,000 | 21 |
YTD net fiduciary income (Dec. only) | $12,656,000 | 49 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,774,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,595,000 | 21 |
YTD Gross Income employee benefit defined benefit | $327,000 | 69 |
YTD Gross Income from other retirement accounts | $2,443,000 | 40 |
YTD Gross Income corporate trust and agency | $549,000 | 39 |
Investment management and investment advisory agency accounts income | $9,073,000 | 40 |
Foundation and endowment and agency accounts income | $211,000 | 123 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $973,000 | 65 |
YTD Gross income other trust accounts | $1,561,000 | 31 |
Gross Fiduciary activities income | $30,506,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,400,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,607,000 | 22 |
YTD Gross Income employee benefit defined benefit | $214,000 | 70 |
YTD Gross Income from other retirement accounts | $1,585,000 | 41 |
YTD Gross Income corporate trust and agency | $259,000 | 42 |
Investment management and investment advisory agency accounts income | $5,829,000 | 41 |
Foundation and endowment and agency accounts income | $94,000 | 151 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $643,000 | 67 |
YTD Gross income other trust accounts | $1,316,000 | 28 |
Gross Fiduciary activities income | $19,947,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,215,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,833,000 | 23 |
YTD Gross Income employee benefit defined benefit | $109,000 | 74 |
YTD Gross Income from other retirement accounts | $780,000 | 43 |
YTD Gross Income corporate trust and agency | $200,000 | 35 |
Investment management and investment advisory agency accounts income | $2,834,000 | 41 |
Foundation and endowment and agency accounts income | $53,000 | 143 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $324,000 | 66 |
YTD Gross income other trust accounts | $671,000 | 30 |
Gross Fiduciary activities income | $10,019,000 | 53 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,773,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,862,000 | 22 |
YTD Gross Income employee benefit defined benefit | $381,000 | 74 |
YTD Gross Income from other retirement accounts | $2,460,000 | 50 |
YTD Gross Income corporate trust and agency | $336,000 | 55 |
Investment management and investment advisory agency accounts income | $8,903,000 | 45 |
Foundation and endowment and agency accounts income | $230,000 | 129 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $1,290,000 | 66 |
YTD Gross income other trust accounts | $804,000 | 49 |
Gross Fiduciary activities income | $33,039,000 | 56 |
YTD fiduciary expense (Dec. only) | $31,969,000 | 48 |
YTD fiduciary net loss (Dec. only) | $252,000 | 29 |
YTD fiduciary intracompany income (Dec. only) | $9,789,000 | 15 |
YTD net fiduciary income (Dec. only) | $10,607,000 | 45 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,175,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,236,000 | 26 |
YTD Gross Income employee benefit defined benefit | $276,000 | 73 |
YTD Gross Income from other retirement accounts | $1,786,000 | 49 |
YTD Gross Income corporate trust and agency | $261,000 | 51 |
Investment management and investment advisory agency accounts income | $6,494,000 | 46 |
Foundation and endowment and agency accounts income | $164,000 | 127 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $930,000 | 64 |
YTD Gross income other trust accounts | $1,205,000 | 35 |
Gross Fiduciary activities income | $24,527,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,587,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,624,000 | 26 |
YTD Gross Income employee benefit defined benefit | $173,000 | 76 |
YTD Gross Income from other retirement accounts | $1,176,000 | 49 |
YTD Gross Income corporate trust and agency | $153,000 | 52 |
Investment management and investment advisory agency accounts income | $4,209,000 | 47 |
Foundation and endowment and agency accounts income | $116,000 | 118 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $610,000 | 62 |
YTD Gross income other trust accounts | $678,000 | 39 |
Gross Fiduciary activities income | $16,326,000 | 56 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,251,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,429,000 | 28 |
YTD Gross Income employee benefit defined benefit | $76,000 | 77 |
YTD Gross Income from other retirement accounts | $535,000 | 51 |
YTD Gross Income corporate trust and agency | $100,000 | 49 |
Investment management and investment advisory agency accounts income | $2,017,000 | 48 |
Foundation and endowment and agency accounts income | $61,000 | 116 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $303,000 | 61 |
YTD Gross income other trust accounts | $465,000 | 33 |
Gross Fiduciary activities income | $8,237,000 | 53 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,881,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $8,191,000 | 22 |
YTD Gross Income employee benefit defined benefit | $435,000 | 69 |
YTD Gross Income from other retirement accounts | $2,125,000 | 48 |
YTD Gross Income corporate trust and agency | $593,000 | 47 |
Investment management and investment advisory agency accounts income | $8,235,000 | 44 |
Foundation and endowment and agency accounts income | $250,000 | 117 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $1,215,000 | 60 |
YTD Gross income other trust accounts | $569,000 | 58 |
Gross Fiduciary activities income | $31,494,000 | 55 |
YTD fiduciary expense (Dec. only) | $31,547,000 | 48 |
YTD fiduciary net loss (Dec. only) | $128,000 | 48 |
YTD fiduciary intracompany income (Dec. only) | $8,926,000 | 17 |
YTD net fiduciary income (Dec. only) | $8,745,000 | 46 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,281,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,429,000 | 21 |
YTD Gross Income employee benefit defined benefit | $302,000 | 71 |
YTD Gross Income from other retirement accounts | $1,613,000 | 47 |
YTD Gross Income corporate trust and agency | $287,000 | 50 |
Investment management and investment advisory agency accounts income | $6,331,000 | 40 |
Foundation and endowment and agency accounts income | $198,000 | 110 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $868,000 | 61 |
YTD Gross income other trust accounts | $512,000 | 53 |
Gross Fiduciary activities income | $23,821,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,496,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,046,000 | 19 |
YTD Gross Income employee benefit defined benefit | $179,000 | 74 |
YTD Gross Income from other retirement accounts | $991,000 | 49 |
YTD Gross Income corporate trust and agency | $152,000 | 51 |
Investment management and investment advisory agency accounts income | $3,986,000 | 46 |
Foundation and endowment and agency accounts income | $120,000 | 119 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $576,000 | 61 |
YTD Gross income other trust accounts | $500,000 | 41 |
Gross Fiduciary activities income | $16,046,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,312,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,130,000 | 18 |
YTD Gross Income employee benefit defined benefit | $82,000 | 74 |
YTD Gross Income from other retirement accounts | $484,000 | 51 |
YTD Gross Income corporate trust and agency | $93,000 | 52 |
Investment management and investment advisory agency accounts income | $1,971,000 | 44 |
Foundation and endowment and agency accounts income | $64,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $283,000 | 60 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $8,419,000 | 50 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,765,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,002,000 | 24 |
YTD Gross Income employee benefit defined benefit | $660,000 | 55 |
YTD Gross Income from other retirement accounts | $2,019,000 | 44 |
YTD Gross Income corporate trust and agency | $408,000 | 50 |
Investment management and investment advisory agency accounts income | $7,047,000 | 45 |
Foundation and endowment and agency accounts income | $177,000 | 140 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $1,199,000 | 59 |
YTD Gross income other trust accounts | $3,730,000 | 23 |
Gross Fiduciary activities income | $30,007,000 | 47 |
YTD fiduciary expense (Dec. only) | $30,559,000 | 44 |
YTD fiduciary net loss (Dec. only) | $139,000 | 40 |
YTD fiduciary intracompany income (Dec. only) | $4,282,000 | 23 |
YTD net fiduciary income (Dec. only) | $3,591,000 | 80 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,414,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,768,000 | 34 |
YTD Gross Income employee benefit defined benefit | $453,000 | 60 |
YTD Gross Income from other retirement accounts | $1,494,000 | 44 |
YTD Gross Income corporate trust and agency | $325,000 | 47 |
Investment management and investment advisory agency accounts income | $5,162,000 | 47 |
Foundation and endowment and agency accounts income | $124,000 | 138 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $907,000 | 62 |
YTD Gross income other trust accounts | $4,696,000 | 21 |
Gross Fiduciary activities income | $22,343,000 | 48 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,430,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,026,000 | 33 |
YTD Gross Income employee benefit defined benefit | $222,000 | 70 |
YTD Gross Income from other retirement accounts | $971,000 | 45 |
YTD Gross Income corporate trust and agency | $201,000 | 51 |
Investment management and investment advisory agency accounts income | $3,272,000 | 47 |
Foundation and endowment and agency accounts income | $74,000 | 141 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $607,000 | 61 |
YTD Gross income other trust accounts | $3,187,000 | 20 |
Gross Fiduciary activities income | $14,990,000 | 48 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,307,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,038,000 | 33 |
YTD Gross Income employee benefit defined benefit | $117,000 | 68 |
YTD Gross Income from other retirement accounts | $506,000 | 45 |
YTD Gross Income corporate trust and agency | $114,000 | 50 |
Investment management and investment advisory agency accounts income | $1,540,000 | 50 |
Foundation and endowment and agency accounts income | $37,000 | 141 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $317,000 | 61 |
YTD Gross income other trust accounts | $1,526,000 | 22 |
Gross Fiduciary activities income | $7,502,000 | 44 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,903,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,013,000 | 38 |
YTD Gross Income employee benefit defined benefit | $425,000 | 70 |
YTD Gross Income from other retirement accounts | $1,051,000 | 70 |
YTD Gross Income corporate trust and agency | $422,000 | 52 |
Investment management and investment advisory agency accounts income | $3,230,000 | 75 |
Foundation and endowment and agency accounts income | $142,000 | 147 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $1,638,000 | 57 |
YTD Gross income other trust accounts | $13,445,000 | 14 |
Gross Fiduciary activities income | $30,269,000 | 46 |
YTD fiduciary expense (Dec. only) | $28,268,000 | 49 |
YTD fiduciary net loss (Dec. only) | $98,000 | 53 |
YTD fiduciary intracompany income (Dec. only) | $5,485,000 | 20 |
YTD net fiduciary income (Dec. only) | $7,388,000 | 48 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,334,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,748,000 | 35 |
YTD Gross Income employee benefit defined benefit | $378,000 | 65 |
YTD Gross Income from other retirement accounts | $1,387,000 | 45 |
YTD Gross Income corporate trust and agency | $594,000 | 37 |
Investment management and investment advisory agency accounts income | $4,068,000 | 51 |
Foundation and endowment and agency accounts income | $5,000 | 239 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,328,000 | 56 |
YTD Gross income other trust accounts | $5,050,000 | 21 |
Gross Fiduciary activities income | $21,912,000 | 47 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,280,000 | 58 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,404,000 | 41 |
YTD Gross Income employee benefit defined benefit | $194,000 | 74 |
YTD Gross Income from other retirement accounts | $361,000 | 100 |
YTD Gross Income corporate trust and agency | $247,000 | 51 |
Investment management and investment advisory agency accounts income | $1,159,000 | 96 |
Foundation and endowment and agency accounts income | $0 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $802,000 | 59 |
YTD Gross income other trust accounts | $2,727,000 | 23 |
Gross Fiduciary activities income | $10,174,000 | 61 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,696,000 | 56 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $644,000 | 43 |
YTD Gross Income employee benefit defined benefit | $92,000 | 74 |
YTD Gross Income from other retirement accounts | $172,000 | 103 |
YTD Gross Income corporate trust and agency | $128,000 | 47 |
Investment management and investment advisory agency accounts income | $531,000 | 101 |
Foundation and endowment and agency accounts income | $0 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $404,000 | 58 |
YTD Gross income other trust accounts | $1,485,000 | 22 |
Gross Fiduciary activities income | $5,152,000 | 59 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,245,000 | 68 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,342,000 | 51 |
YTD Gross Income employee benefit defined benefit | $390,000 | 69 |
YTD Gross Income from other retirement accounts | $598,000 | 106 |
YTD Gross Income corporate trust and agency | $447,000 | 59 |
Investment management and investment advisory agency accounts income | $1,970,000 | 104 |
Foundation and endowment and agency accounts income | $131,000 | 130 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $1,319,000 | 61 |
YTD Gross income other trust accounts | $6,681,000 | 20 |
Gross Fiduciary activities income | $19,123,000 | 62 |
YTD fiduciary expense (Dec. only) | $22,773,000 | 56 |
YTD fiduciary net loss (Dec. only) | $243,000 | 34 |
YTD fiduciary intracompany income (Dec. only) | $6,613,000 | 21 |
YTD net fiduciary income (Dec. only) | $2,720,000 | 93 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,947,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,702,000 | 52 |
YTD Gross Income employee benefit defined benefit | $281,000 | 69 |
YTD Gross Income from other retirement accounts | $390,000 | 119 |
YTD Gross Income corporate trust and agency | $435,000 | 51 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $954,000 | 69 |
YTD Gross income other trust accounts | $4,727,000 | 25 |
Gross Fiduciary activities income | $13,902,000 | 62 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,628,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,016,000 | 54 |
YTD Gross Income employee benefit defined benefit | $195,000 | 65 |
YTD Gross Income from other retirement accounts | $252,000 | 118 |
YTD Gross Income corporate trust and agency | $242,000 | 53 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $622,000 | 71 |
YTD Gross income other trust accounts | $3,299,000 | 22 |
Gross Fiduciary activities income | $9,160,000 | 63 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,400,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $551,000 | 51 |
YTD Gross Income employee benefit defined benefit | $92,000 | 66 |
YTD Gross Income from other retirement accounts | $141,000 | 105 |
YTD Gross Income corporate trust and agency | $126,000 | 55 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $318,000 | 69 |
YTD Gross income other trust accounts | $1,259,000 | 25 |
Gross Fiduciary activities income | $4,319,000 | 63 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $54,000 | 101 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $20,158,000 | 61 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $13,827,000 | 66 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,318,000 | 68 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,996,000 | 64 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $34,000 | 116 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $20,045,000 | 64 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $14,813,000 | 64 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,910,000 | 67 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,835,000 | 68 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $18,000 | 130 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $19,054,000 | 69 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $14,089,000 | 76 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,212,000 | 81 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,298,000 | 74 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $8,000 | 173 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $20,136,000 | 73 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,261,000 | 72 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,096,000 | 78 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,653,000 | 80 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $17,446,000 | 80 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,781,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,857,000 | 84 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,970,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,620,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,804,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,650,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,306,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $13,874,000 | 95 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,888,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $13,520,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,232,000 | 104 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $16,527,000 | 102 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,011,000 | 105 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $12,739,000 | 120 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,094,000 | 142 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $10,042,000 | 150 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,922,000 | 150 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,228,000 | 155 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |