Home > Great Western Bank > Gross Fiduciary and Related Services Income

Great Western Bank, Gross Fiduciary and Related Services Income

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$4,071,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$755,000113
YTD Gross Income employee benefit defined benefit$47,000136
YTD Gross Income from other retirement accounts$1,332,000136
YTD Gross Income corporate trust and agency$32,00074
Investment management and investment advisory agency accounts income$3,178,000131
Foundation and endowment and agency accounts income$355,000149
YTD Gross income other trust and agency accounts$191,00028
YTD Gross income custody and safekeeping agency accounts$176,000161
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$10,137,000156
YTD fiduciary expense (Dec. only)$4,826,000180
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$5,311,000116
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$3,108,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$549,000111
YTD Gross Income employee benefit defined benefit$34,000130
YTD Gross Income from other retirement accounts$981,000135
YTD Gross Income corporate trust and agency$27,00067
Investment management and investment advisory agency accounts income$2,246,000135
Foundation and endowment and agency accounts income$255,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000162
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$7,458,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,983,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$353,000113
YTD Gross Income employee benefit defined benefit$22,000137
YTD Gross Income from other retirement accounts$564,000150
YTD Gross Income corporate trust and agency$21,00073
Investment management and investment advisory agency accounts income$1,533,000135
Foundation and endowment and agency accounts income$167,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000155
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,860,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$946,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$171,000114
YTD Gross Income employee benefit defined benefit$11,000129
YTD Gross Income from other retirement accounts$313,000137
YTD Gross Income corporate trust and agency$13,00063
Investment management and investment advisory agency accounts income$697,000140
Foundation and endowment and agency accounts income$81,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000144
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,320,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,650,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$559,000120
YTD Gross Income employee benefit defined benefit$37,000143
YTD Gross Income from other retirement accounts$1,087,000141
YTD Gross Income corporate trust and agency$56,00070
Investment management and investment advisory agency accounts income$2,683,000136
Foundation and endowment and agency accounts income$298,000151
YTD Gross income other trust and agency accounts$105,00038
YTD Gross income custody and safekeeping agency accounts$156,000168
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$8,631,000159
YTD fiduciary expense (Dec. only)$4,299,000191
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$4,332,000111
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$2,868,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$305,000127
YTD Gross Income employee benefit defined benefit$27,000135
YTD Gross Income from other retirement accounts$807,000140
YTD Gross Income corporate trust and agency$47,00062
Investment management and investment advisory agency accounts income$1,993,000135
Foundation and endowment and agency accounts income$210,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000172
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,413,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,926,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$201,000134
YTD Gross Income employee benefit defined benefit$17,000142
YTD Gross Income from other retirement accounts$532,000140
YTD Gross Income corporate trust and agency$35,00060
Investment management and investment advisory agency accounts income$1,315,000135
Foundation and endowment and agency accounts income$137,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000170
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,262,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,034,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000131
YTD Gross Income employee benefit defined benefit$8,000137
YTD Gross Income from other retirement accounts$274,000138
YTD Gross Income corporate trust and agency$19,00055
Investment management and investment advisory agency accounts income$670,000134
Foundation and endowment and agency accounts income$75,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000150
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,240,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,548,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,000139
YTD Gross Income employee benefit defined benefit$28,000159
YTD Gross Income from other retirement accounts$908,000151
YTD Gross Income corporate trust and agency$90,00064
Investment management and investment advisory agency accounts income$2,066,000154
Foundation and endowment and agency accounts income$228,000157
YTD Gross income other trust and agency accounts$35,00060
YTD Gross income custody and safekeeping agency accounts$116,000197
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$6,386,000188
YTD fiduciary expense (Dec. only)$3,833,000197
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,553,000149
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,579,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$284,000136
YTD Gross Income employee benefit defined benefit$21,000153
YTD Gross Income from other retirement accounts$651,000152
YTD Gross Income corporate trust and agency$73,00059
Investment management and investment advisory agency accounts income$1,425,000162
Foundation and endowment and agency accounts income$147,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000211
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,244,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,036,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000137
YTD Gross Income employee benefit defined benefit$14,000150
YTD Gross Income from other retirement accounts$423,000155
YTD Gross Income corporate trust and agency$47,00059
Investment management and investment advisory agency accounts income$927,000163
Foundation and endowment and agency accounts income$92,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000211
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,786,000208
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
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$534,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000129
YTD Gross Income employee benefit defined benefit$7,000149
YTD Gross Income from other retirement accounts$205,000155
YTD Gross Income corporate trust and agency$25,00057
Investment management and investment advisory agency accounts income$441,000164
Foundation and endowment and agency accounts income$45,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000203
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,395,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,167,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$412,000147
YTD Gross Income employee benefit defined benefit$30,000165
YTD Gross Income from other retirement accounts$698,000167
YTD Gross Income corporate trust and agency$92,00067
Investment management and investment advisory agency accounts income$1,539,000190
Foundation and endowment and agency accounts income$180,000177
YTD Gross income other trust and agency accounts$58,00063
YTD Gross income custody and safekeeping agency accounts$96,000218
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,272,000213
YTD fiduciary expense (Dec. only)$3,407,000211
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,865,000187
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,611,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$307,000149
YTD Gross Income employee benefit defined benefit$22,000153
YTD Gross Income from other retirement accounts$516,000170
YTD Gross Income corporate trust and agency$70,00063
Investment management and investment advisory agency accounts income$1,127,000191
Foundation and endowment and agency accounts income$137,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000208
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,922,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,076,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$180,000155
YTD Gross Income employee benefit defined benefit$15,000153
YTD Gross Income from other retirement accounts$336,000172
YTD Gross Income corporate trust and agency$44,00058
Investment management and investment advisory agency accounts income$740,000190
Foundation and endowment and agency accounts income$85,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000201
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,587,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$564,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000149
YTD Gross Income employee benefit defined benefit$8,000149
YTD Gross Income from other retirement accounts$165,000175
YTD Gross Income corporate trust and agency$23,00060
Investment management and investment advisory agency accounts income$353,000193
Foundation and endowment and agency accounts income$43,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000191
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,340,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,140,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$372,000148
YTD Gross Income employee benefit defined benefit$28,000175
YTD Gross Income from other retirement accounts$591,000177
YTD Gross Income corporate trust and agency$75,00076
Investment management and investment advisory agency accounts income$1,297,000196
Foundation and endowment and agency accounts income$168,000177
YTD Gross income other trust and agency accounts$50,00073
YTD Gross income custody and safekeeping agency accounts$107,000208
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,828,000214
YTD fiduciary expense (Dec. only)$3,220,000217
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,608,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,597,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$273,000145
YTD Gross Income employee benefit defined benefit$21,000159
YTD Gross Income from other retirement accounts$434,000175
YTD Gross Income corporate trust and agency$57,00069
Investment management and investment advisory agency accounts income$950,000199
Foundation and endowment and agency accounts income$127,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000195
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,587,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,122,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000143
YTD Gross Income employee benefit defined benefit$13,000157
YTD Gross Income from other retirement accounts$285,000174
YTD Gross Income corporate trust and agency$35,00070
Investment management and investment advisory agency accounts income$625,000198
Foundation and endowment and agency accounts income$79,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000188
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,449,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$507,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000144
YTD Gross Income employee benefit defined benefit$6,000159
YTD Gross Income from other retirement accounts$139,000177
YTD Gross Income corporate trust and agency$17,00066
Investment management and investment advisory agency accounts income$289,000204
Foundation and endowment and agency accounts income$39,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000190
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,164,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,764,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$268,000171
YTD Gross Income employee benefit defined benefit$23,000184
YTD Gross Income from other retirement accounts$461,000195
YTD Gross Income corporate trust and agency$95,00071
Investment management and investment advisory agency accounts income$850,000240
Foundation and endowment and agency accounts income$156,000174
YTD Gross income other trust and agency accounts$62,00074
YTD Gross income custody and safekeeping agency accounts$160,000167
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$3,839,000231
YTD fiduciary expense (Dec. only)$3,063,000215
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$776,000268
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$1,227,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000173
YTD Gross Income employee benefit defined benefit$17,000162
YTD Gross Income from other retirement accounts$340,000193
YTD Gross Income corporate trust and agency$76,00062
Investment management and investment advisory agency accounts income$613,000235
Foundation and endowment and agency accounts income$119,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000153
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$2,765,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$797,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000181
YTD Gross Income employee benefit defined benefit$11,000161
YTD Gross Income from other retirement accounts$200,000211
YTD Gross Income corporate trust and agency$63,00061
Investment management and investment advisory agency accounts income$347,000257
Foundation and endowment and agency accounts income$81,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000162
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,746,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$404,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000187
YTD Gross Income employee benefit defined benefit$6,000160
YTD Gross Income from other retirement accounts$86,000231
YTD Gross Income corporate trust and agency$40,00054
Investment management and investment advisory agency accounts income$141,000271
Foundation and endowment and agency accounts income$43,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000162
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$863,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,530,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$342,000157
YTD Gross Income employee benefit defined benefit$19,000197
YTD Gross Income from other retirement accounts$353,000229
YTD Gross Income corporate trust and agency$70,00080
Investment management and investment advisory agency accounts income$683,000274
Foundation and endowment and agency accounts income$186,000160
YTD Gross income other trust and agency accounts$67,00064
YTD Gross income custody and safekeeping agency accounts$157,000179
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$3,407,000251
YTD fiduciary expense (Dec. only)$2,644,000239
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$763,000275
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$1,141,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$303,000150
YTD Gross Income employee benefit defined benefit$14,000177
YTD Gross Income from other retirement accounts$282,000217
YTD Gross Income corporate trust and agency$57,00069
Investment management and investment advisory agency accounts income$533,000253
Foundation and endowment and agency accounts income$150,000152
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000174
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,623,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$782,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,000140
YTD Gross Income employee benefit defined benefit$8,000184
YTD Gross Income from other retirement accounts$191,000220
YTD Gross Income corporate trust and agency$37,00070
Investment management and investment advisory agency accounts income$367,000250
Foundation and endowment and agency accounts income$104,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000177
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,834,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$419,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000129
YTD Gross Income employee benefit defined benefit$4,000184
YTD Gross Income from other retirement accounts$103,000208
YTD Gross Income corporate trust and agency$22,00062
Investment management and investment advisory agency accounts income$170,000259
Foundation and endowment and agency accounts income$56,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000182
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$938,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,746,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$487,000137
YTD Gross Income employee benefit defined benefit$16,000209
YTD Gross Income from other retirement accounts$381,000217
YTD Gross Income corporate trust and agency$136,00061
Investment management and investment advisory agency accounts income$646,000272
Foundation and endowment and agency accounts income$189,000154
YTD Gross income other trust and agency accounts$35,00082
YTD Gross income custody and safekeeping agency accounts$265,000133
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$3,901,000229
YTD fiduciary expense (Dec. only)$2,284,000252
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,617,000179
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$1,337,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,000133
YTD Gross Income employee benefit defined benefit$11,000191
YTD Gross Income from other retirement accounts$287,000208
YTD Gross Income corporate trust and agency$62,00064
Investment management and investment advisory agency accounts income$482,000261
Foundation and endowment and agency accounts income$142,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000178
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,832,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$928,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$246,000136
YTD Gross Income employee benefit defined benefit$8,000183
YTD Gross Income from other retirement accounts$194,000207
YTD Gross Income corporate trust and agency$36,00062
Investment management and investment advisory agency accounts income$330,000259
Foundation and endowment and agency accounts income$96,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000173
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,941,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$497,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000142
YTD Gross Income employee benefit defined benefit$3,000191
YTD Gross Income from other retirement accounts$104,000196
YTD Gross Income corporate trust and agency$23,00060
Investment management and investment advisory agency accounts income$156,000259
Foundation and endowment and agency accounts income$50,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000171
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,000,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,822,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$487,000135
YTD Gross Income employee benefit defined benefit$21,000200
YTD Gross Income from other retirement accounts$363,000209
YTD Gross Income corporate trust and agency$103,00070
Investment management and investment advisory agency accounts income$530,000282
Foundation and endowment and agency accounts income$174,000152
YTD Gross income other trust and agency accounts$42,00071
YTD Gross income custody and safekeeping agency accounts$145,000179
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,687,000228
YTD fiduciary expense (Dec. only)$2,265,000236
YTD fiduciary net loss (Dec. only)$64,00067
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,358,000177
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$1,379,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,000133
YTD Gross Income employee benefit defined benefit$18,000168
YTD Gross Income from other retirement accounts$264,000205
YTD Gross Income corporate trust and agency$83,00060
Investment management and investment advisory agency accounts income$387,000257
Foundation and endowment and agency accounts income$129,000144
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000171
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,782,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$916,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$246,000136
YTD Gross Income employee benefit defined benefit$13,000163
YTD Gross Income from other retirement accounts$174,000208
YTD Gross Income corporate trust and agency$54,00061
Investment management and investment advisory agency accounts income$252,000257
Foundation and endowment and agency accounts income$85,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000173
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,838,000224
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
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$476,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000122
YTD Gross Income employee benefit defined benefit$8,000152
YTD Gross Income from other retirement accounts$88,000208
YTD Gross Income corporate trust and agency$28,00057
Investment management and investment advisory agency accounts income$111,000272
Foundation and endowment and agency accounts income$41,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000195
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$920,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,647,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$444,000141
YTD Gross Income employee benefit defined benefit$19,000204
YTD Gross Income from other retirement accounts$299,000220
YTD Gross Income corporate trust and agency$112,00072
Investment management and investment advisory agency accounts income$377,000309
Foundation and endowment and agency accounts income$166,000147
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$91,000224
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$3,155,000232
YTD fiduciary expense (Dec. only)$2,041,000244
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,114,000189
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$1,250,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$345,000135
YTD Gross Income employee benefit defined benefit$17,000172
YTD Gross Income from other retirement accounts$217,000216
YTD Gross Income corporate trust and agency$95,00062
Investment management and investment advisory agency accounts income$278,000273
Foundation and endowment and agency accounts income$125,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000208
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,392,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$831,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000140
YTD Gross Income employee benefit defined benefit$12,000170
YTD Gross Income from other retirement accounts$151,000206
YTD Gross Income corporate trust and agency$69,00061
Investment management and investment advisory agency accounts income$179,000276
Foundation and endowment and agency accounts income$79,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000191
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,589,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$452,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000144
YTD Gross Income employee benefit defined benefit$8,000157
YTD Gross Income from other retirement accounts$71,000213
YTD Gross Income corporate trust and agency$49,00057
Investment management and investment advisory agency accounts income$86,000272
Foundation and endowment and agency accounts income$39,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000165
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$843,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,814,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$478,000137
YTD Gross Income employee benefit defined benefit$15,000211
YTD Gross Income from other retirement accounts$272,000226
YTD Gross Income corporate trust and agency$150,00065
Investment management and investment advisory agency accounts income$314,000320
Foundation and endowment and agency accounts income$170,000143
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$122,000189
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,335,000190
YTD fiduciary expense (Dec. only)$2,117,000235
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,218,000166
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$1,358,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$351,000136
YTD Gross Income employee benefit defined benefit$14,000186
YTD Gross Income from other retirement accounts$200,000217
YTD Gross Income corporate trust and agency$109,00061
Investment management and investment advisory agency accounts income$233,000279
Foundation and endowment and agency accounts income$126,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000171
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,486,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$930,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$259,000130
YTD Gross Income employee benefit defined benefit$9,000185
YTD Gross Income from other retirement accounts$135,000217
YTD Gross Income corporate trust and agency$81,00063
Investment management and investment advisory agency accounts income$152,000284
Foundation and endowment and agency accounts income$87,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000172
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,717,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$481,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$146,000124
YTD Gross Income employee benefit defined benefit$5,000182
YTD Gross Income from other retirement accounts$70,000217
YTD Gross Income corporate trust and agency$45,00056
Investment management and investment advisory agency accounts income$73,000294
Foundation and endowment and agency accounts income$46,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000182
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$896,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,632,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$384,000154
YTD Gross Income employee benefit defined benefit$17,000210
YTD Gross Income from other retirement accounts$181,000276
YTD Gross Income corporate trust and agency$189,00066
Investment management and investment advisory agency accounts income$215,000357
Foundation and endowment and agency accounts income$137,000150
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$128,000193
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$2,883,000203
YTD fiduciary expense (Dec. only)$1,741,000264
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,142,000173
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$1,216,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$288,000148
YTD Gross Income employee benefit defined benefit$13,000185
YTD Gross Income from other retirement accounts$119,000253
YTD Gross Income corporate trust and agency$131,00067
Investment management and investment advisory agency accounts income$148,000288
Foundation and endowment and agency accounts income$99,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000179
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,110,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$832,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000153
YTD Gross Income employee benefit defined benefit$8,000186
YTD Gross Income from other retirement accounts$68,000268
YTD Gross Income corporate trust and agency$93,00067
Investment management and investment advisory agency accounts income$88,000297
Foundation and endowment and agency accounts income$64,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000179
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,408,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$488,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000143
YTD Gross Income employee benefit defined benefit$4,000183
YTD Gross Income from other retirement accounts$30,000277
YTD Gross Income corporate trust and agency$35,00066
Investment management and investment advisory agency accounts income$38,000304
Foundation and endowment and agency accounts income$31,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000185
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$764,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,398,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$320,000161
YTD Gross Income employee benefit defined benefit$15,000215
YTD Gross Income from other retirement accounts$104,000336
YTD Gross Income corporate trust and agency$173,00073
Investment management and investment advisory agency accounts income$149,000383
Foundation and endowment and agency accounts income$118,000139
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$119,000211
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$2,396,000222
YTD fiduciary expense (Dec. only)$1,716,000257
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$680,000231
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,069,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$231,000160
YTD Gross Income employee benefit defined benefit$11,000183
YTD Gross Income from other retirement accounts$66,000282
YTD Gross Income corporate trust and agency$130,00068
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$91,000193
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,774,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$708,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$153,000163
YTD Gross Income employee benefit defined benefit$7,000183
YTD Gross Income from other retirement accounts$45,000285
YTD Gross Income corporate trust and agency$98,00066
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$62,000195
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,192,000224
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
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$377,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000162
YTD Gross Income employee benefit defined benefit$3,000183
YTD Gross Income from other retirement accounts$22,000285
YTD Gross Income corporate trust and agency$50,00066
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$33,000188
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$620,000224
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
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,562,000308
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,201,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,488,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$773,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,034,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,849,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,271,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$653,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$888,000440
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$641,000448
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$431,000451
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$229,000440
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$793,000454
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$597,000439
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$399,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$190,000464
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$727,000446
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$563,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$399,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$174,000470
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$549,000536
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$386,000557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$243,000576
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$78,000712
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$312,000703
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000216
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$260,000761
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$247,000759
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$234,000826
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$181,000887
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$167,000939
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$140,0001,051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$116,0001,135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$144,0001,099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$160,0001,105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$112,0001,225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA