Home > Hills Bank and Trust Company > Gross Fiduciary and Related Services Income

Hills Bank and Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,316,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,917,00067
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$4,131,00058
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$4,832,000161
Foundation and endowment and agency accounts income$342,000153
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$40,000308
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$13,578,000148
YTD fiduciary expense (Dec. only)$6,820,000173
YTD fiduciary net loss (Dec. only)$55,000108
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$6,703,000112
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,660,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,480,00068
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$3,021,00059
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$3,545,000160
Foundation and endowment and agency accounts income$251,000148
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$30,000271
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$9,987,000147
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
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$1,139,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,031,00064
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$1,998,00059
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,325,000158
Foundation and endowment and agency accounts income$163,000153
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$21,000292
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$6,677,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$561,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$490,00066
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$973,00064
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,154,000119
Foundation and endowment and agency accounts income$81,000148
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$11,000266
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$3,270,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,114,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,579,00081
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$3,889,00062
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$4,371,000121
Foundation and endowment and agency accounts income$290,000174
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$41,000307
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$12,284,000156
YTD fiduciary expense (Dec. only)$6,210,000178
YTD fiduciary net loss (Dec. only)$30,000105
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$6,044,000125
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,614,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,255,00079
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,961,00062
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$3,267,000123
Foundation and endowment and agency accounts income$213,000167
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$28,000278
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$9,338,000156
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,103,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$979,00066
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,039,00057
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$2,196,000112
Foundation and endowment and agency accounts income$143,000163
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000286
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,479,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$547,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$497,00066
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$1,046,00057
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,103,000114
Foundation and endowment and agency accounts income$72,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000288
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$3,268,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,534,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,957,00068
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$4,143,00059
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$4,561,000112
Foundation and endowment and agency accounts income$274,000164
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$52,000272
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$13,521,000122
YTD fiduciary expense (Dec. only)$6,108,000151
YTD fiduciary net loss (Dec. only)$20,000101
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$7,393,00096
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,839,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,141,00078
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$3,064,00059
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$3,362,000111
Foundation and endowment and agency accounts income$199,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000234
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$9,645,000129
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
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$1,114,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$835,00075
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,924,00061
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,079,000116
Foundation and endowment and agency accounts income$103,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000277
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$6,077,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$569,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$426,00071
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$951,00061
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,016,000116
Foundation and endowment and agency accounts income$40,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000248
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$3,013,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,022,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,445,00075
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$3,108,00064
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$3,536,000121
Foundation and endowment and agency accounts income$112,000220
YTD Gross income other trust and agency accounts$10,00079
YTD Gross income custody and safekeeping agency accounts$42,000282
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$10,275,000138
YTD fiduciary expense (Dec. only)$5,554,000158
YTD fiduciary net loss (Dec. only)$21,000108
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$4,700,000107
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,471,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,017,00076
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,262,00064
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$2,586,000122
Foundation and endowment and agency accounts income$74,000205
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000249
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$7,450,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$959,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$701,00075
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$1,514,00063
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,691,000121
Foundation and endowment and agency accounts income$63,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000271
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,956,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$476,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$357,00076
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$818,00060
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$873,000118
Foundation and endowment and agency accounts income$35,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000252
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,570,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,953,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,427,00076
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$2,825,00066
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$3,203,000120
Foundation and endowment and agency accounts income$116,000207
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$55,000259
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$9,579,000145
YTD fiduciary expense (Dec. only)$5,286,000161
YTD fiduciary net loss (Dec. only)$9,000109
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$4,284,000111
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$1,499,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,041,00077
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$2,086,00067
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$2,353,000119
Foundation and endowment and agency accounts income$83,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000240
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$7,107,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,006,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$694,00076
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$1,375,00067
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,526,000120
Foundation and endowment and agency accounts income$50,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000258
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,680,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$505,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$298,00084
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$678,00068
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$738,000121
Foundation and endowment and agency accounts income$20,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000255
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,252,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,124,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,504,00077
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$2,966,00062
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$3,254,000119
Foundation and endowment and agency accounts income$93,000231
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$66,000266
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$10,007,000141
YTD fiduciary expense (Dec. only)$5,082,000159
YTD fiduciary net loss (Dec. only)$21,000109
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$4,904,000110
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$1,632,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,184,00074
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,299,00058
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,515,000115
Foundation and endowment and agency accounts income$72,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000244
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$7,753,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,187,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$873,00070
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$1,677,00055
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,822,000108
Foundation and endowment and agency accounts income$53,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000239
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$5,648,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$649,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$349,00076
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$762,00057
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$835,000117
Foundation and endowment and agency accounts income$26,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000223
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,641,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,981,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,186,00085
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$2,140,00067
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$2,606,000127
Foundation and endowment and agency accounts income$79,000241
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$51,000292
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$8,043,000156
YTD fiduciary expense (Dec. only)$4,667,000167
YTD fiduciary net loss (Dec. only)$19,000103
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$3,357,000124
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$1,437,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$869,00084
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$1,576,00068
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,906,000129
Foundation and endowment and agency accounts income$59,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000261
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,883,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$990,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$565,00085
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$1,044,00068
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,241,000127
Foundation and endowment and agency accounts income$39,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000256
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,903,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$464,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$268,00086
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$506,00069
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$610,000131
Foundation and endowment and agency accounts income$19,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000259
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,879,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,838,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,115,00080
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$1,709,00074
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$2,235,000133
Foundation and endowment and agency accounts income$81,000232
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$55,000284
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$7,033,000158
YTD fiduciary expense (Dec. only)$4,124,000178
YTD fiduciary net loss (Dec. only)$5,000134
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,904,000118
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$1,359,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$819,00079
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$1,258,00073
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,646,000132
Foundation and endowment and agency accounts income$61,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000250
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$5,185,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$938,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$537,00082
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$837,00074
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,073,000135
Foundation and endowment and agency accounts income$42,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000248
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,455,000160
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
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$487,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,00082
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$424,00075
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$512,000139
Foundation and endowment and agency accounts income$20,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000244
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,728,000156
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
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$1,667,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,188,00080
YTD Gross Income employee benefit defined benefit$1,000249
YTD Gross Income from other retirement accounts$1,519,00080
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$2,035,000134
Foundation and endowment and agency accounts income$85,000233
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$70,000267
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$6,565,000168
YTD fiduciary expense (Dec. only)$3,891,000183
YTD fiduciary net loss (Dec. only)$3,000156
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,671,000135
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$1,238,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$910,00083
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$1,131,00080
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,522,000137
Foundation and endowment and agency accounts income$64,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000234
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,920,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$820,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$584,00082
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$754,00080
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,011,000136
Foundation and endowment and agency accounts income$43,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000232
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,248,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$375,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$284,00082
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$375,00081
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$495,000142
Foundation and endowment and agency accounts income$21,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000230
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,568,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,700,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,151,00077
YTD Gross Income employee benefit defined benefit$3,000244
YTD Gross Income from other retirement accounts$1,306,00084
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,749,000149
Foundation and endowment and agency accounts income$79,000232
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$77,000248
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$6,065,000172
YTD fiduciary expense (Dec. only)$3,501,000189
YTD fiduciary net loss (Dec. only)$12,000112
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,552,000136
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$1,287,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$849,00078
YTD Gross Income employee benefit defined benefit$2,000213
YTD Gross Income from other retirement accounts$971,00084
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,268,000154
Foundation and endowment and agency accounts income$58,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000227
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$4,494,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$789,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$526,00085
YTD Gross Income employee benefit defined benefit$2,000208
YTD Gross Income from other retirement accounts$646,00084
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$858,000154
Foundation and endowment and agency accounts income$38,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000217
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,899,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$390,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$279,00082
YTD Gross Income employee benefit defined benefit$1,000205
YTD Gross Income from other retirement accounts$331,00085
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$420,000156
Foundation and endowment and agency accounts income$19,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000218
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,460,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,553,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$957,00091
YTD Gross Income employee benefit defined benefit$4,000243
YTD Gross Income from other retirement accounts$1,064,00088
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,589,000149
Foundation and endowment and agency accounts income$35,000273
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$92,000229
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$5,294,000175
YTD fiduciary expense (Dec. only)$3,273,000189
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,019,000144
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$1,106,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$594,000100
YTD Gross Income employee benefit defined benefit$4,000202
YTD Gross Income from other retirement accounts$771,00086
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,161,000149
Foundation and endowment and agency accounts income$37,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000204
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,741,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$717,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$457,00092
YTD Gross Income employee benefit defined benefit$3,000197
YTD Gross Income from other retirement accounts$515,00086
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$795,000146
Foundation and endowment and agency accounts income$26,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000207
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,555,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$331,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$232,00094
YTD Gross Income employee benefit defined benefit$1,000202
YTD Gross Income from other retirement accounts$262,00087
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$402,000146
Foundation and endowment and agency accounts income$12,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000218
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,260,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,315,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$846,00094
YTD Gross Income employee benefit defined benefit$6,000238
YTD Gross Income from other retirement accounts$821,000101
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,507,000146
Foundation and endowment and agency accounts income$41,000257
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$80,000239
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$4,616,000183
YTD fiduciary expense (Dec. only)$3,212,000181
YTD fiduciary net loss (Dec. only)$16,000110
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,388,000159
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$1,013,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$626,00093
YTD Gross Income employee benefit defined benefit$4,000198
YTD Gross Income from other retirement accounts$609,00098
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,108,000147
Foundation and endowment and agency accounts income$30,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000215
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,450,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$659,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$423,00090
YTD Gross Income employee benefit defined benefit$3,000197
YTD Gross Income from other retirement accounts$408,00098
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$737,000147
Foundation and endowment and agency accounts income$20,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000213
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,290,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$354,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$197,00094
YTD Gross Income employee benefit defined benefit$1,000196
YTD Gross Income from other retirement accounts$208,00094
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$372,000147
Foundation and endowment and agency accounts income$9,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000211
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,161,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,250,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$809,00097
YTD Gross Income employee benefit defined benefit$7,000229
YTD Gross Income from other retirement accounts$761,00098
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,399,000139
Foundation and endowment and agency accounts income$32,000256
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$91,000228
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$4,349,000155
YTD fiduciary expense (Dec. only)$3,034,000182
YTD fiduciary net loss (Dec. only)$3,000166
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,312,000159
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$966,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$618,00096
YTD Gross Income employee benefit defined benefit$5,000204
YTD Gross Income from other retirement accounts$581,00098
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,042,000140
Foundation and endowment and agency accounts income$24,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000201
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,309,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$626,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$408,00099
YTD Gross Income employee benefit defined benefit$3,000205
YTD Gross Income from other retirement accounts$394,00096
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$694,000142
Foundation and endowment and agency accounts income$16,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000193
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,195,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$301,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$204,00099
YTD Gross Income employee benefit defined benefit$2,000205
YTD Gross Income from other retirement accounts$204,00095
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$347,000137
Foundation and endowment and agency accounts income$7,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000204
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,089,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,222,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$742,000105
YTD Gross Income employee benefit defined benefit$8,000241
YTD Gross Income from other retirement accounts$673,000107
YTD Gross Income corporate trust and agency$1,000214
Investment management and investment advisory agency accounts income$1,269,000142
Foundation and endowment and agency accounts income$24,000271
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$87,000248
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$4,026,000160
YTD fiduciary expense (Dec. only)$2,901,000189
YTD fiduciary net loss (Dec. only)$5,000142
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,120,000174
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$932,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$545,000108
YTD Gross Income employee benefit defined benefit$6,000205
YTD Gross Income from other retirement accounts$502,000106
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$939,000140
Foundation and endowment and agency accounts income$17,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000224
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$3,006,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$618,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$363,000108
YTD Gross Income employee benefit defined benefit$5,000197
YTD Gross Income from other retirement accounts$339,000108
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$621,000148
Foundation and endowment and agency accounts income$12,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000227
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,002,000162
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
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$271,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$178,000109
YTD Gross Income employee benefit defined benefit$3,000191
YTD Gross Income from other retirement accounts$171,000104
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$309,000146
Foundation and endowment and agency accounts income$6,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000231
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$959,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,124,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$585,000114
YTD Gross Income employee benefit defined benefit$4,000252
YTD Gross Income from other retirement accounts$562,000114
YTD Gross Income corporate trust and agency$1,000225
Investment management and investment advisory agency accounts income$1,128,000151
Foundation and endowment and agency accounts income$20,000245
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$93,000240
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$3,517,000180
YTD fiduciary expense (Dec. only)$2,691,000197
YTD fiduciary net loss (Dec. only)$6,000162
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$820,000209
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$843,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$423,000115
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$413,000110
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$70,000220
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,588,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$517,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,000119
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$277,000108
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$47,000224
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,660,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$247,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000116
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$144,000103
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$25,000214
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$830,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,917,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,980,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,017,000185
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
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$1,011,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,928,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,910,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,888,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$928,000190
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
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$3,423,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,550,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,713,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$843,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,990,000208
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
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$2,208,000208
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
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$1,459,000207
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
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$733,000209
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
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$2,720,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,002,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,341,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$710,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,445,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,783,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,178,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$619,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,352,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,401,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,392,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,029,000327
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,750,000346
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,375,000393
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$922,000534
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$779,000601
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$722,000616
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$603,000701
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$439,000810
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA