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

First Security Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,545,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$717,000106
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$538,000244
YTD Gross Income corporate trust and agency$166,00053
Investment management and investment advisory agency accounts income$1,604,000256
Foundation and endowment and agency accounts income$133,000241
YTD Gross income other trust and agency accounts$38,00051
YTD Gross income custody and safekeeping agency accounts$238,000163
YTD Gross income other trust accounts$29,000157
Gross Fiduciary activities income$5,008,000260
YTD fiduciary expense (Dec. only)$3,594,000256
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,414,000250
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,105,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$520,000107
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$397,000221
YTD Gross Income corporate trust and agency$126,00050
Investment management and investment advisory agency accounts income$1,209,000242
Foundation and endowment and agency accounts income$101,000211
YTD Gross income other trust and agency accounts$34,00047
YTD Gross income custody and safekeeping agency accounts$224,000134
YTD Gross income other trust accounts$6,000154
Gross Fiduciary activities income$3,722,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$754,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$328,000108
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$259,000243
YTD Gross Income corporate trust and agency$85,00049
Investment management and investment advisory agency accounts income$808,000250
Foundation and endowment and agency accounts income$68,000233
YTD Gross income other trust and agency accounts$4,00083
YTD Gross income custody and safekeeping agency accounts$159,000128
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,465,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$392,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$194,000101
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$126,000233
YTD Gross Income corporate trust and agency$51,00046
Investment management and investment advisory agency accounts income$405,000198
Foundation and endowment and agency accounts income$36,000203
YTD Gross income other trust and agency accounts$3,00066
YTD Gross income custody and safekeeping agency accounts$92,000119
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,299,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,830,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$689,000117
YTD Gross Income employee benefit defined benefit$11,000181
YTD Gross Income from other retirement accounts$550,000246
YTD Gross Income corporate trust and agency$152,00057
Investment management and investment advisory agency accounts income$1,597,000215
Foundation and endowment and agency accounts income$132,000251
YTD Gross income other trust and agency accounts$48,00058
YTD Gross income custody and safekeeping agency accounts$95,000234
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$5,104,000267
YTD fiduciary expense (Dec. only)$3,319,000269
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,785,000242
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,479,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$518,000118
YTD Gross Income employee benefit defined benefit$10,000164
YTD Gross Income from other retirement accounts$416,000235
YTD Gross Income corporate trust and agency$112,00058
Investment management and investment advisory agency accounts income$1,225,000209
Foundation and endowment and agency accounts income$99,000222
YTD Gross income other trust and agency accounts$42,00052
YTD Gross income custody and safekeeping agency accounts$60,000235
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,961,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,035,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$326,000114
YTD Gross Income employee benefit defined benefit$10,000153
YTD Gross Income from other retirement accounts$286,000231
YTD Gross Income corporate trust and agency$83,00049
Investment management and investment advisory agency accounts income$841,000188
Foundation and endowment and agency accounts income$66,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000243
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,714,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$563,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000108
YTD Gross Income employee benefit defined benefit$8,000136
YTD Gross Income from other retirement accounts$146,000217
YTD Gross Income corporate trust and agency$43,00048
Investment management and investment advisory agency accounts income$433,000185
Foundation and endowment and agency accounts income$34,000204
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000224
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,432,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,415,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$620,000122
YTD Gross Income employee benefit defined benefit$62,000127
YTD Gross Income from other retirement accounts$580,000233
YTD Gross Income corporate trust and agency$168,00050
Investment management and investment advisory agency accounts income$1,672,000191
Foundation and endowment and agency accounts income$149,000219
YTD Gross income other trust and agency accounts$20,00068
YTD Gross income custody and safekeeping agency accounts$68,000247
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$4,754,000242
YTD fiduciary expense (Dec. only)$3,330,000228
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,424,000250
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,117,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$438,000119
YTD Gross Income employee benefit defined benefit$49,000119
YTD Gross Income from other retirement accounts$426,000222
YTD Gross Income corporate trust and agency$125,00045
Investment management and investment advisory agency accounts income$1,237,000183
Foundation and endowment and agency accounts income$120,000191
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000213
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,584,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$776,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,000125
YTD Gross Income employee benefit defined benefit$34,000125
YTD Gross Income from other retirement accounts$273,000235
YTD Gross Income corporate trust and agency$78,00051
Investment management and investment advisory agency accounts income$786,000191
Foundation and endowment and agency accounts income$75,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000246
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,358,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$358,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000120
YTD Gross Income employee benefit defined benefit$17,000118
YTD Gross Income from other retirement accounts$131,000228
YTD Gross Income corporate trust and agency$40,00048
Investment management and investment advisory agency accounts income$368,000191
Foundation and endowment and agency accounts income$38,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000228
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,121,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,126,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$533,000122
YTD Gross Income employee benefit defined benefit$70,000127
YTD Gross Income from other retirement accounts$476,000234
YTD Gross Income corporate trust and agency$154,00056
Investment management and investment advisory agency accounts income$1,241,000208
Foundation and endowment and agency accounts income$134,000205
YTD Gross income other trust and agency accounts$20,00062
YTD Gross income custody and safekeeping agency accounts$68,000249
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$3,822,000252
YTD fiduciary expense (Dec. only)$2,942,000239
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$880,000269
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$867,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$387,000119
YTD Gross Income employee benefit defined benefit$53,000119
YTD Gross Income from other retirement accounts$353,000220
YTD Gross Income corporate trust and agency$114,00049
Investment management and investment advisory agency accounts income$897,000200
Foundation and endowment and agency accounts income$100,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000223
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,839,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$578,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$260,000123
YTD Gross Income employee benefit defined benefit$36,000121
YTD Gross Income from other retirement accounts$238,000234
YTD Gross Income corporate trust and agency$85,00050
Investment management and investment advisory agency accounts income$571,000211
Foundation and endowment and agency accounts income$67,000202
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000237
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,882,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$340,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000120
YTD Gross Income employee benefit defined benefit$29,000103
YTD Gross Income from other retirement accounts$128,000213
YTD Gross Income corporate trust and agency$38,00047
Investment management and investment advisory agency accounts income$286,000199
Foundation and endowment and agency accounts income$35,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000234
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$996,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,250,000239
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,000129
YTD Gross Income employee benefit defined benefit$6,000196
YTD Gross Income from other retirement accounts$444,000233
YTD Gross Income corporate trust and agency$146,00059
Investment management and investment advisory agency accounts income$1,123,000213
Foundation and endowment and agency accounts income$131,000204
YTD Gross income other trust and agency accounts$15,00083
YTD Gross income custody and safekeeping agency accounts$68,000244
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$3,637,000254
YTD fiduciary expense (Dec. only)$2,953,000238
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$684,000290
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$907,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$331,000126
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$333,000226
YTD Gross Income corporate trust and agency$96,00056
Investment management and investment advisory agency accounts income$830,000207
Foundation and endowment and agency accounts income$99,000194
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000225
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,659,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$583,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000134
YTD Gross Income employee benefit defined benefit$1,000195
YTD Gross Income from other retirement accounts$223,000236
YTD Gross Income corporate trust and agency$63,00057
Investment management and investment advisory agency accounts income$532,000221
Foundation and endowment and agency accounts income$67,000202
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000235
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,728,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$315,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000136
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$109,000236
YTD Gross Income corporate trust and agency$26,00056
Investment management and investment advisory agency accounts income$250,000223
Foundation and endowment and agency accounts income$34,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000243
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$857,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,153,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$444,000139
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$393,000246
YTD Gross Income corporate trust and agency$149,00058
Investment management and investment advisory agency accounts income$930,000245
Foundation and endowment and agency accounts income$125,000216
YTD Gross income other trust and agency accounts$7,000110
YTD Gross income custody and safekeeping agency accounts$68,000259
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$3,269,000268
YTD fiduciary expense (Dec. only)$2,645,000244
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$624,000324
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,087,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$327,000143
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$289,000239
YTD Gross Income corporate trust and agency$109,00055
Investment management and investment advisory agency accounts income$585,000256
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000247
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,453,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$752,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$228,000142
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$188,000246
YTD Gross Income corporate trust and agency$107,00051
Investment management and investment advisory agency accounts income$383,000258
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000272
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,685,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$380,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000169
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$136,000200
YTD Gross Income corporate trust and agency$49,00053
Investment management and investment advisory agency accounts income$196,000254
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000322
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$838,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,381,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$212,000185
YTD Gross Income employee benefit defined benefit$4,000229
YTD Gross Income from other retirement accounts$474,000206
YTD Gross Income corporate trust and agency$221,00057
Investment management and investment advisory agency accounts income$629,000289
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$10,000117
YTD Gross income custody and safekeeping agency accounts$9,000413
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$2,940,000278
YTD fiduciary expense (Dec. only)$2,443,000260
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$497,000345
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,004,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000178
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$344,000208
YTD Gross Income corporate trust and agency$168,00055
Investment management and investment advisory agency accounts income$444,000279
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000332
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,127,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$651,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000180
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$224,000206
YTD Gross Income corporate trust and agency$119,00056
Investment management and investment advisory agency accounts income$287,000282
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000330
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,387,000288
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$351,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000190
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$109,000208
YTD Gross Income corporate trust and agency$57,00053
Investment management and investment advisory agency accounts income$137,000284
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000326
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$700,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,127,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$138,000214
YTD Gross Income employee benefit defined benefit$10,000209
YTD Gross Income from other retirement accounts$342,000239
YTD Gross Income corporate trust and agency$270,00053
Investment management and investment advisory agency accounts income$510,000301
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$6,000131
YTD Gross income custody and safekeeping agency accounts$7,000422
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$2,410,000300
YTD fiduciary expense (Dec. only)$2,201,000265
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$209,000430
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$880,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000195
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$244,000235
YTD Gross Income corporate trust and agency$215,00051
Investment management and investment advisory agency accounts income$377,000281
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000337
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$1,838,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$555,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000204
YTD Gross Income employee benefit defined benefit$10,000164
YTD Gross Income from other retirement accounts$145,000251
YTD Gross Income corporate trust and agency$123,00054
Investment management and investment advisory agency accounts income$245,000284
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000339
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,147,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$291,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000205
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$71,000252
YTD Gross Income corporate trust and agency$65,00050
Investment management and investment advisory agency accounts income$116,000287
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000325
YTD Gross income other trust accounts$1,000187
Gross Fiduciary activities income$579,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,052,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000242
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$308,000254
YTD Gross Income corporate trust and agency$224,00057
Investment management and investment advisory agency accounts income$435,000321
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$12,000129
YTD Gross income custody and safekeeping agency accounts$3,000453
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$2,145,000322
YTD fiduciary expense (Dec. only)$2,053,000271
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$92,000505
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$776,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000218
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$96,000307
YTD Gross Income corporate trust and agency$161,00055
Investment management and investment advisory agency accounts income$330,000291
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,000158
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,596,000325
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$513,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000218
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$50,000324
YTD Gross Income corporate trust and agency$95,00057
Investment management and investment advisory agency accounts income$217,000295
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000159
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,034,000329
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$227,000267
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000216
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$33,000309
YTD Gross Income corporate trust and agency$30,00056
Investment management and investment advisory agency accounts income$113,000292
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000158
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$479,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,180,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000255
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$22,000472
YTD Gross Income corporate trust and agency$193,00055
Investment management and investment advisory agency accounts income$363,000348
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$6,000150
YTD Gross income custody and safekeeping agency accounts$147,000180
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$2,011,000336
YTD fiduciary expense (Dec. only)$1,706,000296
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$305,000403
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$923,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$77,000225
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$16,000353
YTD Gross Income corporate trust and agency$162,00054
Investment management and investment advisory agency accounts income$263,000307
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000182
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$1,547,000331
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$665,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000225
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$40,000323
YTD Gross Income corporate trust and agency$116,00049
Investment management and investment advisory agency accounts income$179,000308
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000217
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,099,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$410,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000230
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$7,000355
YTD Gross Income corporate trust and agency$53,00048
Investment management and investment advisory agency accounts income$91,000306
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000186
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$620,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$929,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000226
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$94,000373
YTD Gross Income corporate trust and agency$377,00052
Investment management and investment advisory agency accounts income$0501
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$17,000102
YTD Gross income custody and safekeeping agency accounts$34,000335
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,570,000367
YTD fiduciary expense (Dec. only)$1,458,000323
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$112,000473
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$580,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000207
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$60,000314
YTD Gross Income corporate trust and agency$364,00047
Investment management and investment advisory agency accounts income$11,000347
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000273
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,160,000373
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$453,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000209
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$42,000309
YTD Gross Income corporate trust and agency$230,00047
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000254
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$819,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$244,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000233
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$2,000353
YTD Gross Income corporate trust and agency$132,00043
Investment management and investment advisory agency accounts income$14,000343
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000192
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$445,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$865,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000277
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$68,000396
YTD Gross Income corporate trust and agency$371,00053
Investment management and investment advisory agency accounts income$0484
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$26,00098
YTD Gross income custody and safekeeping agency accounts$0465
YTD Gross income other trust accounts$120,000114
Gross Fiduciary activities income$1,523,000359
YTD fiduciary expense (Dec. only)$1,014,000374
YTD fiduciary net loss (Dec. only)$90,00060
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$419,000321
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$588,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000221
YTD Gross Income employee benefit defined benefit$2,000204
YTD Gross Income from other retirement accounts$56,000311
YTD Gross Income corporate trust and agency$300,00049
Investment management and investment advisory agency accounts income$44,000328
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000180
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,189,000354
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$442,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000237
YTD Gross Income employee benefit defined benefit$1,000205
YTD Gross Income from other retirement accounts$27,000322
YTD Gross Income corporate trust and agency$237,00046
Investment management and investment advisory agency accounts income$100,000299
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000317
YTD Gross income other trust accounts$23,000138
Gross Fiduciary activities income$877,000331
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$281,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000210
YTD Gross Income employee benefit defined benefit$1,000196
YTD Gross Income from other retirement accounts$20,000306
YTD Gross Income corporate trust and agency$104,00050
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$5,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000318
YTD Gross income other trust accounts$17,000119
Gross Fiduciary activities income$464,000318
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$756,000278
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000244
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$264,000229
YTD Gross Income corporate trust and agency$337,00054
Investment management and investment advisory agency accounts income$105,000440
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$0454
YTD Gross income other trust accounts$19,000222
Gross Fiduciary activities income$1,583,000311
YTD fiduciary expense (Dec. only)$676,000445
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$907,000203
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$715,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000207
YTD Gross Income employee benefit defined benefit$1,000220
YTD Gross Income from other retirement accounts$40,000321
YTD Gross Income corporate trust and agency$209,00051
Investment management and investment advisory agency accounts income$180,000288
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0328
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,257,000297
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$493,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000215
YTD Gross Income employee benefit defined benefit$1,000213
YTD Gross Income from other retirement accounts$147,000204
YTD Gross Income corporate trust and agency$118,00055
Investment management and investment advisory agency accounts income$30,000332
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$9,000176
Gross Fiduciary activities income$856,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$230,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000238
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$70,000217
YTD Gross Income corporate trust and agency$45,00056
Investment management and investment advisory agency accounts income$22,000329
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$389,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$912,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000289
YTD Gross Income employee benefit defined benefit$2,000268
YTD Gross Income from other retirement accounts$43,000426
YTD Gross Income corporate trust and agency$384,00053
Investment management and investment advisory agency accounts income$209,000359
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$23,000106
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$2,000295
Gross Fiduciary activities income$1,642,000300
YTD fiduciary expense (Dec. only)$1,299,000323
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$343,000327
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$708,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000234
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$33,000319
YTD Gross Income corporate trust and agency$233,00056
Investment management and investment advisory agency accounts income$153,000285
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$12,000184
Gross Fiduciary activities income$1,198,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$522,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000241
YTD Gross Income employee benefit defined benefit$1,000222
YTD Gross Income from other retirement accounts$24,000317
YTD Gross Income corporate trust and agency$60,00072
Investment management and investment advisory agency accounts income$106,000286
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$10,000180
Gross Fiduciary activities income$761,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$327,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000236
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$13,000317
YTD Gross Income corporate trust and agency$56,00058
Investment management and investment advisory agency accounts income$60,000289
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$9,000154
Gross Fiduciary activities income$484,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$837,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000291
YTD Gross Income employee benefit defined benefit$1,000271
YTD Gross Income from other retirement accounts$37,000434
YTD Gross Income corporate trust and agency$339,00064
Investment management and investment advisory agency accounts income$197,000355
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$13,000127
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$1,485,000304
YTD fiduciary expense (Dec. only)$701,000418
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$784,000213
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$594,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000241
YTD Gross Income employee benefit defined benefit$1,000214
YTD Gross Income from other retirement accounts$29,000315
YTD Gross Income corporate trust and agency$282,00060
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$13,000189
Gross Fiduciary activities income$1,125,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$390,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000253
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$19,000317
YTD Gross Income corporate trust and agency$179,00058
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$12,000189
Gross Fiduciary activities income$750,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$241,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000252
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$11,000312
YTD Gross Income corporate trust and agency$100,00059
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$455,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,407,000332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,049,000338
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$742,000333
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$414,000308
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$7,000158
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,422,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$826,000390
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$590,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$381,000328
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$904,000436
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$721,000410
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$503,000398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$267,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$938,000405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$647,000422
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$484,000394
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$334,000333
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$829,000418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$546,000452
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$262,000557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$204,000428
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$302,000706
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$240,000687
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$179,000665
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$113,000604
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$282,000730
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$276,000746
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$200,000810
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$183,000884
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$164,000906
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$145,000971
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$161,0001,022
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$132,0001,101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$127,0001,124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$93,0001,228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$126,0001,204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA