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

First State Bank and Trust, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,061,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000291
YTD Gross Income employee benefit defined benefit$10,000212
YTD Gross Income from other retirement accounts$817,000187
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$949,000321
Foundation and endowment and agency accounts income$553,000120
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$221,000168
YTD Gross income other trust accounts$60,000140
Gross Fiduciary activities income$4,683,000266
YTD fiduciary expense (Dec. only)$3,217,000266
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,466,000245
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$1,512,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000243
YTD Gross Income employee benefit defined benefit$8,000196
YTD Gross Income from other retirement accounts$601,000181
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$706,000292
Foundation and endowment and agency accounts income$396,000120
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$170,000160
YTD Gross income other trust accounts$53,000120
Gross Fiduciary activities income$3,455,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$972,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000278
YTD Gross Income employee benefit defined benefit$5,000210
YTD Gross Income from other retirement accounts$398,000186
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$463,000321
Foundation and endowment and agency accounts income$259,000120
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$103,000164
YTD Gross income other trust accounts$51,000127
Gross Fiduciary activities income$2,257,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$484,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000241
YTD Gross Income employee benefit defined benefit$3,000152
YTD Gross Income from other retirement accounts$194,000193
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$229,000256
Foundation and endowment and agency accounts income$127,000125
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$48,000168
YTD Gross income other trust accounts$26,000108
Gross Fiduciary activities income$1,114,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,768,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000301
YTD Gross Income employee benefit defined benefit$10,000182
YTD Gross Income from other retirement accounts$777,000200
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$869,000296
Foundation and endowment and agency accounts income$461,000142
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$224,000156
YTD Gross income other trust accounts$42,000160
Gross Fiduciary activities income$4,164,000291
YTD fiduciary expense (Dec. only)$3,261,000271
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$903,000335
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$1,312,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000261
YTD Gross Income employee benefit defined benefit$8,000168
YTD Gross Income from other retirement accounts$574,000198
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$644,000275
Foundation and endowment and agency accounts income$346,000138
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$178,000148
YTD Gross income other trust accounts$42,000137
Gross Fiduciary activities income$3,114,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$886,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000286
YTD Gross Income employee benefit defined benefit$5,000163
YTD Gross Income from other retirement accounts$391,000188
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$426,000274
Foundation and endowment and agency accounts income$227,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,000138
YTD Gross income other trust accounts$30,000126
Gross Fiduciary activities income$2,088,000260
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
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$460,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000249
YTD Gross Income employee benefit defined benefit$3,000151
YTD Gross Income from other retirement accounts$196,000188
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$210,000256
Foundation and endowment and agency accounts income$112,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000138
YTD Gross income other trust accounts$11,000108
Gross Fiduciary activities income$1,053,000262
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
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$1,852,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000287
YTD Gross Income employee benefit defined benefit$10,000173
YTD Gross Income from other retirement accounts$766,000196
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$765,000283
Foundation and endowment and agency accounts income$477,000130
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$234,000138
YTD Gross income other trust accounts$52,000133
Gross Fiduciary activities income$4,170,000255
YTD fiduciary expense (Dec. only)$2,656,000254
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,514,000239
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$1,377,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000250
YTD Gross Income employee benefit defined benefit$8,000157
YTD Gross Income from other retirement accounts$557,000193
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$556,000262
Foundation and endowment and agency accounts income$354,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$178,000131
YTD Gross income other trust accounts$46,000117
Gross Fiduciary activities income$3,086,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$915,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000280
YTD Gross Income employee benefit defined benefit$5,000171
YTD Gross Income from other retirement accounts$366,000196
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$344,000291
Foundation and endowment and agency accounts income$232,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000143
YTD Gross income other trust accounts$45,000116
Gross Fiduciary activities income$2,024,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$444,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000249
YTD Gross Income employee benefit defined benefit$3,000157
YTD Gross Income from other retirement accounts$179,000195
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$168,000265
Foundation and endowment and agency accounts income$113,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000143
YTD Gross income other trust accounts$14,000106
Gross Fiduciary activities income$976,000262
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
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$1,617,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000297
YTD Gross Income employee benefit defined benefit$10,000182
YTD Gross Income from other retirement accounts$631,000201
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$623,000291
Foundation and endowment and agency accounts income$405,000129
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$201,000147
YTD Gross income other trust accounts$66,000144
Gross Fiduciary activities income$3,564,000263
YTD fiduciary expense (Dec. only)$2,186,000273
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,378,000213
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$1,172,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000254
YTD Gross Income employee benefit defined benefit$7,000166
YTD Gross Income from other retirement accounts$455,000194
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$461,000261
Foundation and endowment and agency accounts income$302,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$150,000144
YTD Gross income other trust accounts$58,000122
Gross Fiduciary activities income$2,613,000262
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
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$742,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000290
YTD Gross Income employee benefit defined benefit$5,000179
YTD Gross Income from other retirement accounts$300,000199
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$299,000291
Foundation and endowment and agency accounts income$202,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000147
YTD Gross income other trust accounts$43,000125
Gross Fiduciary activities income$1,695,000265
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
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$375,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000250
YTD Gross Income employee benefit defined benefit$2,000166
YTD Gross Income from other retirement accounts$150,000195
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$152,000259
Foundation and endowment and agency accounts income$104,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000145
YTD Gross income other trust accounts$22,000106
Gross Fiduciary activities income$858,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,402,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000295
YTD Gross Income employee benefit defined benefit$10,000187
YTD Gross Income from other retirement accounts$534,000209
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$552,000283
Foundation and endowment and agency accounts income$405,000121
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$199,000150
YTD Gross income other trust accounts$95,000130
Gross Fiduciary activities income$3,207,000271
YTD fiduciary expense (Dec. only)$1,935,000284
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,272,000222
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$1,026,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000263
YTD Gross Income employee benefit defined benefit$7,000178
YTD Gross Income from other retirement accounts$380,000209
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$401,000265
Foundation and endowment and agency accounts income$302,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,000147
YTD Gross income other trust accounts$80,000119
Gross Fiduciary activities income$2,353,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$660,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000289
YTD Gross Income employee benefit defined benefit$5,000180
YTD Gross Income from other retirement accounts$245,000221
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$263,000287
Foundation and endowment and agency accounts income$196,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,000147
YTD Gross income other trust accounts$67,000109
Gross Fiduciary activities income$1,538,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$326,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000283
YTD Gross Income employee benefit defined benefit$3,000175
YTD Gross Income from other retirement accounts$116,000225
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$130,000284
Foundation and endowment and agency accounts income$97,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000149
YTD Gross income other trust accounts$27,000108
Gross Fiduciary activities income$747,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,265,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000331
YTD Gross Income employee benefit defined benefit$13,000193
YTD Gross Income from other retirement accounts$436,000228
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$498,000307
Foundation and endowment and agency accounts income$403,000122
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$194,000154
YTD Gross income other trust accounts$132,000111
Gross Fiduciary activities income$2,951,000281
YTD fiduciary expense (Dec. only)$1,928,000286
YTD fiduciary net loss (Dec. only)$1,000180
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,022,000255
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$971,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000302
YTD Gross Income employee benefit defined benefit$10,000180
YTD Gross Income from other retirement accounts$306,000233
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$355,000297
Foundation and endowment and agency accounts income$303,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$153,000147
YTD Gross income other trust accounts$110,000109
Gross Fiduciary activities income$2,215,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$620,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000300
YTD Gross Income employee benefit defined benefit$8,000176
YTD Gross Income from other retirement accounts$196,000241
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$230,000299
Foundation and endowment and agency accounts income$202,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$105,000144
YTD Gross income other trust accounts$83,000105
Gross Fiduciary activities income$1,449,000288
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
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$304,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000304
YTD Gross Income employee benefit defined benefit$5,000165
YTD Gross Income from other retirement accounts$93,000247
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$117,000298
Foundation and endowment and agency accounts income$101,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000145
YTD Gross income other trust accounts$36,000100
Gross Fiduciary activities income$711,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,282,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000362
YTD Gross Income employee benefit defined benefit$21,000190
YTD Gross Income from other retirement accounts$346,000252
YTD Gross Income corporate trust and agency$1,000179
Investment management and investment advisory agency accounts income$370,000337
Foundation and endowment and agency accounts income$389,000113
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$239,000139
YTD Gross income other trust accounts$135,000114
Gross Fiduciary activities income$2,792,000286
YTD fiduciary expense (Dec. only)$1,711,000311
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,078,000237
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$966,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000305
YTD Gross Income employee benefit defined benefit$16,000167
YTD Gross Income from other retirement accounts$223,000255
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$257,000313
Foundation and endowment and agency accounts income$300,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$207,000117
YTD Gross income other trust accounts$114,000105
Gross Fiduciary activities income$2,091,000288
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
2017-06-30Rank
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$665,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000303
YTD Gross Income employee benefit defined benefit$11,000162
YTD Gross Income from other retirement accounts$129,000262
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$141,000320
Foundation and endowment and agency accounts income$189,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000105
YTD Gross income other trust accounts$83,000102
Gross Fiduciary activities income$1,393,000287
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
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$334,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000293
YTD Gross Income employee benefit defined benefit$5,000164
YTD Gross Income from other retirement accounts$38,000306
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$55,000336
Foundation and endowment and agency accounts income$93,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000130
YTD Gross income other trust accounts$35,00094
Gross Fiduciary activities income$617,000303
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
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$1,312,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000365
YTD Gross Income employee benefit defined benefit$22,000186
YTD Gross Income from other retirement accounts$64,000419
YTD Gross Income corporate trust and agency$2,000164
Investment management and investment advisory agency accounts income$53,000466
Foundation and endowment and agency accounts income$236,000145
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$316,000110
YTD Gross income other trust accounts$140,000115
Gross Fiduciary activities income$2,154,000320
YTD fiduciary expense (Dec. only)$1,593,000323
YTD fiduciary net loss (Dec. only)$1,000168
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$560,000306
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$991,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000304
YTD Gross Income employee benefit defined benefit$16,000164
YTD Gross Income from other retirement accounts$11,000361
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$15,000367
Foundation and endowment and agency accounts income$164,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$243,000108
YTD Gross income other trust accounts$113,000104
Gross Fiduciary activities income$1,560,000325
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
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$646,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000307
YTD Gross Income employee benefit defined benefit$11,000161
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$1,000124
Investment management and investment advisory agency accounts income$0372
Foundation and endowment and agency accounts income$99,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$197,00096
YTD Gross income other trust accounts$82,000103
Gross Fiduciary activities income$1,040,000325
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
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$318,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000304
YTD Gross Income employee benefit defined benefit$6,000160
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$48,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000166
YTD Gross income other trust accounts$36,00091
Gross Fiduciary activities income$450,000354
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
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$1,274,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000372
YTD Gross Income employee benefit defined benefit$22,000190
YTD Gross Income from other retirement accounts$7,000503
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$0512
Foundation and endowment and agency accounts income$174,000168
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$331,000116
YTD Gross income other trust accounts$132,000108
Gross Fiduciary activities income$1,956,000340
YTD fiduciary expense (Dec. only)$1,446,000336
YTD fiduciary net loss (Dec. only)$4,000149
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$506,000333
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$933,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000296
YTD Gross Income employee benefit defined benefit$17,000169
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$127,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$217,000126
YTD Gross income other trust accounts$103,000105
Gross Fiduciary activities income$1,410,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$618,000227
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000309
YTD Gross Income employee benefit defined benefit$12,000167
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$82,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$172,000113
YTD Gross income other trust accounts$72,000102
Gross Fiduciary activities income$960,000342
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
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$314,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000304
YTD Gross Income employee benefit defined benefit$7,000160
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$38,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000172
YTD Gross income other trust accounts$33,00099
Gross Fiduciary activities income$432,000367
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,198,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000359
YTD Gross Income employee benefit defined benefit$29,000182
YTD Gross Income from other retirement accounts$7,000501
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$0510
Foundation and endowment and agency accounts income$141,000180
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$307,000120
YTD Gross income other trust accounts$144,000112
Gross Fiduciary activities income$1,850,000347
YTD fiduciary expense (Dec. only)$1,190,000366
YTD fiduciary net loss (Dec. only)$8,000131
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$652,000301
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$875,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000307
YTD Gross Income employee benefit defined benefit$22,000166
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$103,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$203,000125
YTD Gross income other trust accounts$107,000111
Gross Fiduciary activities income$1,316,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$576,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000307
YTD Gross Income employee benefit defined benefit$15,000165
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0370
Foundation and endowment and agency accounts income$67,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,000118
YTD Gross income other trust accounts$80,000100
Gross Fiduciary activities income$908,000353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$276,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000308
YTD Gross Income employee benefit defined benefit$8,000164
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$33,000174
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000174
YTD Gross income other trust accounts$38,00099
Gross Fiduciary activities income$393,000378
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,009,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000350
YTD Gross Income employee benefit defined benefit$38,000165
YTD Gross Income from other retirement accounts$8,000484
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$0501
Foundation and endowment and agency accounts income$118,000184
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$197,000154
YTD Gross income other trust accounts$141,000108
Gross Fiduciary activities income$1,533,000373
YTD fiduciary expense (Dec. only)$1,041,000385
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$492,000319
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$732,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000300
YTD Gross Income employee benefit defined benefit$31,000143
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$85,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000152
YTD Gross income other trust accounts$111,00097
Gross Fiduciary activities income$1,095,000379
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$460,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000300
YTD Gross Income employee benefit defined benefit$23,000138
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$56,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000136
YTD Gross income other trust accounts$77,000100
Gross Fiduciary activities income$728,000382
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$234,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000301
YTD Gross Income employee benefit defined benefit$11,000139
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$28,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000208
YTD Gross income other trust accounts$37,00091
Gross Fiduciary activities income$334,000395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$896,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000350
YTD Gross Income employee benefit defined benefit$48,000146
YTD Gross Income from other retirement accounts$0487
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$0484
Foundation and endowment and agency accounts income$120,000175
YTD Gross income other trust and agency accounts$6,000137
YTD Gross income custody and safekeeping agency accounts$175,000163
YTD Gross income other trust accounts$124,000113
Gross Fiduciary activities income$1,390,000381
YTD fiduciary expense (Dec. only)$939,000393
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$451,000306
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$658,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000295
YTD Gross Income employee benefit defined benefit$37,000139
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0338
Foundation and endowment and agency accounts income$89,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000168
YTD Gross income other trust accounts$95,000104
Gross Fiduciary activities income$996,000384
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$410,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000296
YTD Gross Income employee benefit defined benefit$25,000136
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$59,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000152
YTD Gross income other trust accounts$63,000108
Gross Fiduciary activities income$651,000389
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$208,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000290
YTD Gross Income employee benefit defined benefit$14,000132
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$28,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000211
YTD Gross income other trust accounts$31,00095
Gross Fiduciary activities income$304,000402
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$802,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000362
YTD Gross Income employee benefit defined benefit$56,000137
YTD Gross Income from other retirement accounts$3,000485
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$0485
Foundation and endowment and agency accounts income$114,000171
YTD Gross income other trust and agency accounts$6,000130
YTD Gross income custody and safekeeping agency accounts$163,000158
YTD Gross income other trust accounts$117,000130
Gross Fiduciary activities income$1,281,000346
YTD fiduciary expense (Dec. only)$900,000396
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$381,000318
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$566,000254
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000299
YTD Gross Income employee benefit defined benefit$43,000135
YTD Gross Income from other retirement accounts$2,000344
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$0336
Foundation and endowment and agency accounts income$83,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000167
YTD Gross income other trust accounts$86,000115
Gross Fiduciary activities income$891,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$380,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000301
YTD Gross Income employee benefit defined benefit$29,000133
YTD Gross Income from other retirement accounts$85,000267
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$56,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$56,000122
Gross Fiduciary activities income$611,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$192,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000300
YTD Gross Income employee benefit defined benefit$15,000135
YTD Gross Income from other retirement accounts$19,000316
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0343
Foundation and endowment and agency accounts income$28,000159
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$27,000115
Gross Fiduciary activities income$284,000376
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$746,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000374
YTD Gross Income employee benefit defined benefit$61,000139
YTD Gross Income from other retirement accounts$137,000317
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$0488
Foundation and endowment and agency accounts income$110,000162
YTD Gross income other trust and agency accounts$5,000145
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$98,000145
Gross Fiduciary activities income$1,176,000361
YTD fiduciary expense (Dec. only)$888,000402
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$288,000354
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$542,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000300
YTD Gross Income employee benefit defined benefit$46,000136
YTD Gross Income from other retirement accounts$83,000282
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$81,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$72,000123
Gross Fiduciary activities income$831,000378
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$340,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000300
YTD Gross Income employee benefit defined benefit$31,000136
YTD Gross Income from other retirement accounts$65,000272
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$54,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$47,000124
Gross Fiduciary activities income$542,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$172,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000302
YTD Gross Income employee benefit defined benefit$15,000138
YTD Gross Income from other retirement accounts$16,000307
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$27,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$24,000125
Gross Fiduciary activities income$256,000399
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$701,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000339
YTD Gross Income employee benefit defined benefit$68,000136
YTD Gross Income from other retirement accounts$106,000334
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$126,000133
YTD Gross income other trust and agency accounts$5,000141
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$111,000151
Gross Fiduciary activities income$1,152,000354
YTD fiduciary expense (Dec. only)$843,000388
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$309,000332
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$593,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000271
YTD Gross Income employee benefit defined benefit$51,000132
YTD Gross Income from other retirement accounts$57,000290
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$85,000132
Gross Fiduciary activities income$811,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$367,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000278
YTD Gross Income employee benefit defined benefit$34,000131
YTD Gross Income from other retirement accounts$43,000288
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$56,000139
Gross Fiduciary activities income$516,000382
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$159,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$14,000139
YTD Gross Income from other retirement accounts$12,000307
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$29,000133
Gross Fiduciary activities income$214,000427
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,000157
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,215,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$865,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$555,000398
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
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$267,000406
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,000162
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,274,000368
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$767,000411
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$502,000423
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$233,000445
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$5,000153
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,012,000401
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$622,000454
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$404,000467
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$194,000484
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$932,000407
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$586,000447
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$388,000449
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$191,000461
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,000170
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$867,000410
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
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$559,000446
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$361,000451
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$170,000477
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,000172
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$759,000438
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$483,000487
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$311,000503
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$152,000517
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,000191
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$743,000459
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$732,000485
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$751,000484
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$928,000479
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,114,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,040,000459
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$927,000531
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$791,000596
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$730,000609
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$665,000659
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$622,000696
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA