Home > Fulton Bank > Gross Fiduciary and Related Services Income

Fulton Bank, Gross Fiduciary and Related Services Income

2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,134,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,545,00018
YTD Gross Income employee benefit defined benefit$478,00039
YTD Gross Income from other retirement accounts$1,491,00078
YTD Gross Income corporate trust and agency$784,00034
Investment management and investment advisory agency accounts income$5,814,00070
Foundation and endowment and agency accounts income$1,518,00051
YTD Gross income other trust and agency accounts$1,019,00021
YTD Gross income custody and safekeeping agency accounts$41,000258
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$19,824,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,556,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,739,00019
YTD Gross Income employee benefit defined benefit$225,00044
YTD Gross Income from other retirement accounts$727,00080
YTD Gross Income corporate trust and agency$400,00033
Investment management and investment advisory agency accounts income$2,908,000116
Foundation and endowment and agency accounts income$744,00050
YTD Gross income other trust and agency accounts$504,00015
YTD Gross income custody and safekeeping agency accounts$20,000242
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$9,823,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-12-31Rank
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$6,300,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,073,00019
YTD Gross Income employee benefit defined benefit$842,00042
YTD Gross Income from other retirement accounts$2,665,00078
YTD Gross Income corporate trust and agency$1,525,00033
Investment management and investment advisory agency accounts income$10,792,000110
Foundation and endowment and agency accounts income$2,881,00049
YTD Gross income other trust and agency accounts$1,826,00016
YTD Gross income custody and safekeeping agency accounts$80,000260
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$36,984,00079
YTD fiduciary expense (Dec. only)$27,013,00078
YTD fiduciary net loss (Dec. only)$475,00047
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$9,496,00090
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$4,727,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,583,00018
YTD Gross Income employee benefit defined benefit$630,00045
YTD Gross Income from other retirement accounts$1,980,00079
YTD Gross Income corporate trust and agency$1,180,00033
Investment management and investment advisory agency accounts income$8,004,000114
Foundation and endowment and agency accounts income$2,167,00048
YTD Gross income other trust and agency accounts$1,370,00016
YTD Gross income custody and safekeeping agency accounts$60,000235
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$27,701,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,102,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,958,00018
YTD Gross Income employee benefit defined benefit$417,00043
YTD Gross Income from other retirement accounts$1,292,00076
YTD Gross Income corporate trust and agency$767,00031
Investment management and investment advisory agency accounts income$5,266,000110
Foundation and endowment and agency accounts income$1,431,00045
YTD Gross income other trust and agency accounts$899,00020
YTD Gross income custody and safekeeping agency accounts$41,000243
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$18,173,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,429,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,461,00019
YTD Gross Income employee benefit defined benefit$207,00049
YTD Gross Income from other retirement accounts$633,00085
YTD Gross Income corporate trust and agency$394,00034
Investment management and investment advisory agency accounts income$2,589,00069
Foundation and endowment and agency accounts income$710,00050
YTD Gross income other trust and agency accounts$433,00018
YTD Gross income custody and safekeeping agency accounts$21,000230
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$8,877,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,584,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,232,00019
YTD Gross Income employee benefit defined benefit$877,00051
YTD Gross Income from other retirement accounts$2,565,00084
YTD Gross Income corporate trust and agency$910,00041
Investment management and investment advisory agency accounts income$9,139,00076
Foundation and endowment and agency accounts income$2,881,00045
YTD Gross income other trust and agency accounts$1,681,00019
YTD Gross income custody and safekeeping agency accounts$84,000249
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$34,953,00086
YTD fiduciary expense (Dec. only)$23,793,00087
YTD fiduciary net loss (Dec. only)$104,00065
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$11,056,00087
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$5,101,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,733,00019
YTD Gross Income employee benefit defined benefit$672,00051
YTD Gross Income from other retirement accounts$1,949,00083
YTD Gross Income corporate trust and agency$636,00044
Investment management and investment advisory agency accounts income$6,729,00077
Foundation and endowment and agency accounts income$2,204,00045
YTD Gross income other trust and agency accounts$1,277,00020
YTD Gross income custody and safekeeping agency accounts$63,000230
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$26,364,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,610,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,377,00015
YTD Gross Income employee benefit defined benefit$460,00044
YTD Gross Income from other retirement accounts$1,315,00081
YTD Gross Income corporate trust and agency$403,00037
Investment management and investment advisory agency accounts income$4,515,00069
Foundation and endowment and agency accounts income$1,505,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000219
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$18,092,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,026,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,859,00015
YTD Gross Income employee benefit defined benefit$233,00043
YTD Gross Income from other retirement accounts$671,00083
YTD Gross Income corporate trust and agency$151,00034
Investment management and investment advisory agency accounts income$2,350,00068
Foundation and endowment and agency accounts income$775,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000207
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$9,516,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,125,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,110,00016
YTD Gross Income employee benefit defined benefit$940,00044
YTD Gross Income from other retirement accounts$2,550,00086
YTD Gross Income corporate trust and agency$642,00036
Investment management and investment advisory agency accounts income$8,165,00072
Foundation and endowment and agency accounts income$3,100,00036
YTD Gross income other trust and agency accounts$1,631,00016
YTD Gross income custody and safekeeping agency accounts$87,000223
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$35,350,00067
YTD fiduciary expense (Dec. only)$22,320,00073
YTD fiduciary net loss (Dec. only)$361,00028
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$12,669,00070
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$5,412,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,424,00015
YTD Gross Income employee benefit defined benefit$707,00044
YTD Gross Income from other retirement accounts$1,879,00085
YTD Gross Income corporate trust and agency$501,00033
Investment management and investment advisory agency accounts income$5,954,00073
Foundation and endowment and agency accounts income$2,287,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000207
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$26,442,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,540,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,559,00016
YTD Gross Income employee benefit defined benefit$471,00043
YTD Gross Income from other retirement accounts$1,210,00086
YTD Gross Income corporate trust and agency$366,00032
Investment management and investment advisory agency accounts income$3,829,00073
Foundation and endowment and agency accounts income$1,492,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000228
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$17,308,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,805,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,731,00015
YTD Gross Income employee benefit defined benefit$236,00044
YTD Gross Income from other retirement accounts$590,00088
YTD Gross Income corporate trust and agency$224,00029
Investment management and investment advisory agency accounts income$1,972,00073
Foundation and endowment and agency accounts income$728,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000211
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$8,691,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,573,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,212,00018
YTD Gross Income employee benefit defined benefit$858,00045
YTD Gross Income from other retirement accounts$2,094,00088
YTD Gross Income corporate trust and agency$1,222,00030
Investment management and investment advisory agency accounts income$6,576,00079
Foundation and endowment and agency accounts income$2,627,00036
YTD Gross income other trust and agency accounts$1,362,00016
YTD Gross income custody and safekeeping agency accounts$110,000202
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$30,634,00071
YTD fiduciary expense (Dec. only)$20,406,00069
YTD fiduciary net loss (Dec. only)$43,00084
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$10,185,00063
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$4,867,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,642,00017
YTD Gross Income employee benefit defined benefit$639,00044
YTD Gross Income from other retirement accounts$1,558,00089
YTD Gross Income corporate trust and agency$1,009,00030
Investment management and investment advisory agency accounts income$4,797,00081
Foundation and endowment and agency accounts income$1,932,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000189
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$22,528,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,244,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,275,00017
YTD Gross Income employee benefit defined benefit$424,00045
YTD Gross Income from other retirement accounts$1,004,00088
YTD Gross Income corporate trust and agency$782,00030
Investment management and investment advisory agency accounts income$3,104,00082
Foundation and endowment and agency accounts income$1,252,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000198
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$14,794,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,714,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,293,00016
YTD Gross Income employee benefit defined benefit$220,00042
YTD Gross Income from other retirement accounts$512,00088
YTD Gross Income corporate trust and agency$432,00030
Investment management and investment advisory agency accounts income$1,596,00082
Foundation and endowment and agency accounts income$630,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000180
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$7,763,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,535,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,779,00016
YTD Gross Income employee benefit defined benefit$915,00045
YTD Gross Income from other retirement accounts$1,915,00085
YTD Gross Income corporate trust and agency$1,328,00032
Investment management and investment advisory agency accounts income$6,021,00080
Foundation and endowment and agency accounts income$2,428,00034
YTD Gross income other trust and agency accounts$1,239,00018
YTD Gross income custody and safekeeping agency accounts$135,000178
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$29,295,00070
YTD fiduciary expense (Dec. only)$21,358,00066
YTD fiduciary net loss (Dec. only)$69,00060
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$7,868,00073
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$4,912,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,533,00017
YTD Gross Income employee benefit defined benefit$621,00048
YTD Gross Income from other retirement accounts$1,405,00085
YTD Gross Income corporate trust and agency$938,00035
Investment management and investment advisory agency accounts income$4,472,00081
Foundation and endowment and agency accounts income$1,808,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000170
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$21,704,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,234,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,316,00018
YTD Gross Income employee benefit defined benefit$457,00045
YTD Gross Income from other retirement accounts$908,00088
YTD Gross Income corporate trust and agency$703,00033
Investment management and investment advisory agency accounts income$2,963,00082
Foundation and endowment and agency accounts income$1,203,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000175
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$14,458,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,598,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,144,00019
YTD Gross Income employee benefit defined benefit$224,00044
YTD Gross Income from other retirement accounts$437,00090
YTD Gross Income corporate trust and agency$317,00034
Investment management and investment advisory agency accounts income$1,446,00082
Foundation and endowment and agency accounts income$595,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000177
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$7,088,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,570,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,840,00019
YTD Gross Income employee benefit defined benefit$935,00045
YTD Gross Income from other retirement accounts$1,673,00091
YTD Gross Income corporate trust and agency$1,076,00035
Investment management and investment advisory agency accounts income$5,747,00081
Foundation and endowment and agency accounts income$2,443,00035
YTD Gross income other trust and agency accounts$1,207,00018
YTD Gross income custody and safekeeping agency accounts$219,000143
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$28,710,00069
YTD fiduciary expense (Dec. only)$21,670,00068
YTD fiduciary net loss (Dec. only)$34,00091
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$7,006,00082
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$4,980,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,576,00019
YTD Gross Income employee benefit defined benefit$710,00043
YTD Gross Income from other retirement accounts$1,237,00089
YTD Gross Income corporate trust and agency$739,00036
Investment management and investment advisory agency accounts income$4,251,00080
Foundation and endowment and agency accounts income$1,841,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$175,000136
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$21,420,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,373,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,419,00019
YTD Gross Income employee benefit defined benefit$478,00045
YTD Gross Income from other retirement accounts$812,00087
YTD Gross Income corporate trust and agency$483,00037
Investment management and investment advisory agency accounts income$2,836,00081
Foundation and endowment and agency accounts income$1,217,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$120,000132
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$14,346,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,741,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,265,00019
YTD Gross Income employee benefit defined benefit$241,00042
YTD Gross Income from other retirement accounts$406,00086
YTD Gross Income corporate trust and agency$269,00035
Investment management and investment advisory agency accounts income$1,433,00082
Foundation and endowment and agency accounts income$606,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000131
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$7,324,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,749,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,512,00018
YTD Gross Income employee benefit defined benefit$919,00043
YTD Gross Income from other retirement accounts$1,434,00088
YTD Gross Income corporate trust and agency$819,00042
Investment management and investment advisory agency accounts income$5,298,00084
Foundation and endowment and agency accounts income$2,297,00036
YTD Gross income other trust and agency accounts$1,105,00018
YTD Gross income custody and safekeeping agency accounts$241,000136
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$27,376,00067
YTD fiduciary expense (Dec. only)$19,622,00069
YTD fiduciary net loss (Dec. only)$141,00043
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$7,613,00074
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$4,998,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,163,00018
YTD Gross Income employee benefit defined benefit$689,00045
YTD Gross Income from other retirement accounts$1,065,00087
YTD Gross Income corporate trust and agency$583,00043
Investment management and investment advisory agency accounts income$3,857,00084
Foundation and endowment and agency accounts income$1,700,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,000123
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$20,068,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,319,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,046,00018
YTD Gross Income employee benefit defined benefit$453,00044
YTD Gross Income from other retirement accounts$703,00088
YTD Gross Income corporate trust and agency$397,00042
Investment management and investment advisory agency accounts income$2,551,00084
Foundation and endowment and agency accounts income$1,121,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$132,000123
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$13,266,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,603,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,979,00019
YTD Gross Income employee benefit defined benefit$225,00044
YTD Gross Income from other retirement accounts$353,00087
YTD Gross Income corporate trust and agency$205,00038
Investment management and investment advisory agency accounts income$1,266,00083
Foundation and endowment and agency accounts income$557,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000113
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$6,530,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,852,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,596,00019
YTD Gross Income employee benefit defined benefit$935,00042
YTD Gross Income from other retirement accounts$1,375,00087
YTD Gross Income corporate trust and agency$891,00038
Investment management and investment advisory agency accounts income$5,257,00079
Foundation and endowment and agency accounts income$2,133,00039
YTD Gross income other trust and agency accounts$519,00027
YTD Gross income custody and safekeeping agency accounts$258,000132
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$25,816,00064
YTD fiduciary expense (Dec. only)$19,037,00069
YTD fiduciary net loss (Dec. only)$177,00039
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$6,602,00070
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$5,075,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,623,00019
YTD Gross Income employee benefit defined benefit$707,00042
YTD Gross Income from other retirement accounts$1,027,00085
YTD Gross Income corporate trust and agency$661,00037
Investment management and investment advisory agency accounts income$4,034,00077
Foundation and endowment and agency accounts income$1,594,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$205,000119
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$19,173,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,407,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,694,00019
YTD Gross Income employee benefit defined benefit$470,00042
YTD Gross Income from other retirement accounts$675,00085
YTD Gross Income corporate trust and agency$424,00040
Investment management and investment advisory agency accounts income$2,682,00075
Foundation and endowment and agency accounts income$1,051,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$140,000117
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$12,640,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,676,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,809,00020
YTD Gross Income employee benefit defined benefit$236,00042
YTD Gross Income from other retirement accounts$337,00086
YTD Gross Income corporate trust and agency$191,00038
Investment management and investment advisory agency accounts income$1,315,00076
Foundation and endowment and agency accounts income$516,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000110
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$6,201,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,879,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,684,00024
YTD Gross Income employee benefit defined benefit$967,00043
YTD Gross Income from other retirement accounts$1,315,00090
YTD Gross Income corporate trust and agency$564,00045
Investment management and investment advisory agency accounts income$5,414,00076
Foundation and endowment and agency accounts income$2,044,00039
YTD Gross income other trust and agency accounts$162,00040
YTD Gross income custody and safekeeping agency accounts$233,000145
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$24,262,00069
YTD fiduciary expense (Dec. only)$16,528,00077
YTD fiduciary net loss (Dec. only)$97,00048
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$7,637,00060
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$5,223,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,942,00025
YTD Gross Income employee benefit defined benefit$730,00045
YTD Gross Income from other retirement accounts$989,00089
YTD Gross Income corporate trust and agency$391,00046
Investment management and investment advisory agency accounts income$4,057,00074
Foundation and endowment and agency accounts income$1,530,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$176,000141
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$18,154,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,523,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,224,00025
YTD Gross Income employee benefit defined benefit$492,00046
YTD Gross Income from other retirement accounts$658,00089
YTD Gross Income corporate trust and agency$275,00047
Investment management and investment advisory agency accounts income$2,697,00076
Foundation and endowment and agency accounts income$1,025,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000144
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$12,084,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,809,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,608,00025
YTD Gross Income employee benefit defined benefit$251,00046
YTD Gross Income from other retirement accounts$323,00088
YTD Gross Income corporate trust and agency$128,00044
Investment management and investment advisory agency accounts income$1,337,00073
Foundation and endowment and agency accounts income$510,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000143
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$6,059,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,314,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,473,00026
YTD Gross Income employee benefit defined benefit$986,00050
YTD Gross Income from other retirement accounts$1,304,00086
YTD Gross Income corporate trust and agency$509,00045
Investment management and investment advisory agency accounts income$5,417,00071
Foundation and endowment and agency accounts income$1,975,00036
YTD Gross income other trust and agency accounts$137,00046
YTD Gross income custody and safekeeping agency accounts$237,000140
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$24,352,00068
YTD fiduciary expense (Dec. only)$16,153,00073
YTD fiduciary net loss (Dec. only)$98,00048
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$8,101,00061
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$5,512,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,822,00024
YTD Gross Income employee benefit defined benefit$727,00047
YTD Gross Income from other retirement accounts$976,00083
YTD Gross Income corporate trust and agency$369,00047
Investment management and investment advisory agency accounts income$4,066,00070
Foundation and endowment and agency accounts income$1,472,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$187,000136
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$18,233,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,662,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,182,00024
YTD Gross Income employee benefit defined benefit$488,00047
YTD Gross Income from other retirement accounts$634,00085
YTD Gross Income corporate trust and agency$242,00043
Investment management and investment advisory agency accounts income$2,692,00071
Foundation and endowment and agency accounts income$971,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$127,000134
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$12,064,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,880,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,564,00025
YTD Gross Income employee benefit defined benefit$241,00049
YTD Gross Income from other retirement accounts$312,00087
YTD Gross Income corporate trust and agency$110,00044
Investment management and investment advisory agency accounts income$1,290,00071
Foundation and endowment and agency accounts income$483,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000125
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$5,979,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,263,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,182,00027
YTD Gross Income employee benefit defined benefit$942,00048
YTD Gross Income from other retirement accounts$1,313,00076
YTD Gross Income corporate trust and agency$569,00044
Investment management and investment advisory agency accounts income$5,045,00068
Foundation and endowment and agency accounts income$1,823,00037
YTD Gross income other trust and agency accounts$166,00039
YTD Gross income custody and safekeeping agency accounts$277,000124
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$23,580,00069
YTD fiduciary expense (Dec. only)$18,897,00067
YTD fiduciary net loss (Dec. only)$246,00030
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$4,437,00083
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$5,483,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,550,00028
YTD Gross Income employee benefit defined benefit$703,00048
YTD Gross Income from other retirement accounts$983,00074
YTD Gross Income corporate trust and agency$420,00043
Investment management and investment advisory agency accounts income$3,733,00067
Foundation and endowment and agency accounts income$1,354,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$207,000121
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$17,565,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,687,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,017,00028
YTD Gross Income employee benefit defined benefit$472,00048
YTD Gross Income from other retirement accounts$641,00074
YTD Gross Income corporate trust and agency$305,00043
Investment management and investment advisory agency accounts income$2,488,00065
Foundation and endowment and agency accounts income$896,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000120
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$11,728,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,790,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,555,00027
YTD Gross Income employee benefit defined benefit$229,00048
YTD Gross Income from other retirement accounts$317,00075
YTD Gross Income corporate trust and agency$148,00041
Investment management and investment advisory agency accounts income$1,263,00064
Foundation and endowment and agency accounts income$434,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000127
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$5,841,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,597,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,931,00027
YTD Gross Income employee benefit defined benefit$925,00050
YTD Gross Income from other retirement accounts$1,127,00079
YTD Gross Income corporate trust and agency$634,00044
Investment management and investment advisory agency accounts income$4,737,00066
Foundation and endowment and agency accounts income$1,688,00033
YTD Gross income other trust and agency accounts$135,00046
YTD Gross income custody and safekeeping agency accounts$249,000131
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$22,023,00070
YTD fiduciary expense (Dec. only)$17,554,00066
YTD fiduciary net loss (Dec. only)$143,00044
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$4,326,00076
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$4,937,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,374,00027
YTD Gross Income employee benefit defined benefit$697,00050
YTD Gross Income from other retirement accounts$832,00077
YTD Gross Income corporate trust and agency$459,00042
Investment management and investment advisory agency accounts income$3,479,00065
Foundation and endowment and agency accounts income$1,259,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,000122
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$16,327,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,333,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,943,00027
YTD Gross Income employee benefit defined benefit$468,00048
YTD Gross Income from other retirement accounts$536,00078
YTD Gross Income corporate trust and agency$325,00039
Investment management and investment advisory agency accounts income$2,338,00062
Foundation and endowment and agency accounts income$838,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000126
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$10,980,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,683,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,499,00027
YTD Gross Income employee benefit defined benefit$234,00049
YTD Gross Income from other retirement accounts$268,00074
YTD Gross Income corporate trust and agency$133,00042
Investment management and investment advisory agency accounts income$1,192,00061
Foundation and endowment and agency accounts income$410,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000117
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$5,524,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,771,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,415,00031
YTD Gross Income employee benefit defined benefit$1,993,00033
YTD Gross Income from other retirement accounts$1,098,00070
YTD Gross Income corporate trust and agency$756,00040
Investment management and investment advisory agency accounts income$4,506,00059
Foundation and endowment and agency accounts income$1,687,00027
YTD Gross income other trust and agency accounts$96,00058
YTD Gross income custody and safekeeping agency accounts$353,000104
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$21,675,00059
YTD fiduciary expense (Dec. only)$17,112,00066
YTD fiduciary net loss (Dec. only)$75,00062
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$4,488,00069
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$5,097,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,062,00033
YTD Gross Income employee benefit defined benefit$1,754,00033
YTD Gross Income from other retirement accounts$838,00071
YTD Gross Income corporate trust and agency$574,00037
Investment management and investment advisory agency accounts income$3,383,00060
Foundation and endowment and agency accounts income$1,303,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$295,000105
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$16,379,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,488,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,871,00034
YTD Gross Income employee benefit defined benefit$1,341,00029
YTD Gross Income from other retirement accounts$551,00073
YTD Gross Income corporate trust and agency$411,00039
Investment management and investment advisory agency accounts income$2,237,00060
Foundation and endowment and agency accounts income$914,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$236,00093
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$11,101,00061
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,786,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$856,00036
YTD Gross Income employee benefit defined benefit$668,00028
YTD Gross Income from other retirement accounts$274,00072
YTD Gross Income corporate trust and agency$215,00037
Investment management and investment advisory agency accounts income$1,074,00064
Foundation and endowment and agency accounts income$496,00029
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,00093
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$5,531,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,797,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,956,00032
YTD Gross Income employee benefit defined benefit$1,912,00034
YTD Gross Income from other retirement accounts$1,031,00072
YTD Gross Income corporate trust and agency$841,00039
Investment management and investment advisory agency accounts income$4,216,00063
Foundation and endowment and agency accounts income$1,726,00031
YTD Gross income other trust and agency accounts$79,00063
YTD Gross income custody and safekeeping agency accounts$583,00090
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$21,141,00060
YTD fiduciary expense (Dec. only)$17,139,00067
YTD fiduciary net loss (Dec. only)$355,00029
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$3,647,00078
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$5,105,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,053,00031
YTD Gross Income employee benefit defined benefit$1,269,00036
YTD Gross Income from other retirement accounts$763,00071
YTD Gross Income corporate trust and agency$629,00036
Investment management and investment advisory agency accounts income$3,107,00063
Foundation and endowment and agency accounts income$1,267,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$445,00086
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$15,690,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,477,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,231,00031
YTD Gross Income employee benefit defined benefit$663,00043
YTD Gross Income from other retirement accounts$493,00072
YTD Gross Income corporate trust and agency$443,00038
Investment management and investment advisory agency accounts income$2,068,00062
Foundation and endowment and agency accounts income$834,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$306,00083
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$10,550,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,762,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,201,00028
YTD Gross Income employee benefit defined benefit$225,00048
YTD Gross Income from other retirement accounts$244,00071
YTD Gross Income corporate trust and agency$206,00039
Investment management and investment advisory agency accounts income$1,035,00062
Foundation and endowment and agency accounts income$404,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,00092
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,236,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0537
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$20,427,00059
YTD fiduciary expense (Dec. only)$0494
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$0476
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
YTD Gross Income from Personal trust and agency accounts$0362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
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$0218
Gross Fiduciary activities income$01,353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,701
Fiduciary or related activity$01,617
YTD Gross Income from Personal trust and agency accounts$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
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$0218
Gross Fiduciary activities income$01,340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,711
Fiduciary or related activity$01,627
YTD Gross Income from Personal trust and agency accounts$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
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$0211
Gross Fiduciary activities income$01,285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,723
Fiduciary or related activity$01,634
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,749
Fiduciary or related activity$01,659
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$01,405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,767
Fiduciary or related activity$01,672
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$01,395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,777
Fiduciary or related activity$01,684
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$01,326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,786
Fiduciary or related activity$01,696
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,498
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,805
Fiduciary or related activity$01,715
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$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,809
Fiduciary or related activity$01,721
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$01,429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,815
Fiduciary or related activity$01,720
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$01,355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,827
Fiduciary or related activity$01,740
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,523
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,839
Fiduciary or related activity$01,758
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$01,468
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,855
Fiduciary or related activity$01,774
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$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,863
Fiduciary or related activity$01,786
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$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,867
Fiduciary or related activity$01,792
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$01,557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,877
Fiduciary or related activity$01,783
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$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,881
Fiduciary or related activity$01,792
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$01,480
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,895
Fiduciary or related activity$01,801
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$01,418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,898
Fiduciary or related activity$01,821
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,908
Fiduciary or related activity$01,824
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$01,547
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,920
Fiduciary or related activity$01,840
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$01,518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,930
Fiduciary or related activity$01,848
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$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,948
Fiduciary or related activity$01,873
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,641
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,971
Fiduciary or related activity$01,895
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$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,985
Fiduciary or related activity$01,908
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$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$02,011
Fiduciary or related activity$01,921
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$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,948
Fiduciary or related activity$01,876
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$958,000431
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,767,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,882,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,072,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,598,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,767,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,444,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,861,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,532,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,696,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA