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Home Federal Bank of Tennessee, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,514,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000137
YTD Gross Income employee benefit defined benefit$109,000108
YTD Gross Income from other retirement accounts$1,115,000151
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,074,000229
Foundation and endowment and agency accounts income$38,000302
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$34,000323
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,246,000254
YTD fiduciary expense (Dec. only)$3,887,000245
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$748,00055
YTD net fiduciary income (Dec. only)$2,107,000204
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$0356
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0335
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0378
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,869,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$850,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000133
YTD Gross Income employee benefit defined benefit$50,000154
YTD Gross Income from other retirement accounts$509,000158
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$965,000230
Foundation and endowment and agency accounts income$16,000303
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$12,000321
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,579,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$0337
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,290,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,602,000262
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$413,000140
YTD Gross Income employee benefit defined benefit$108,000116
YTD Gross Income from other retirement accounts$1,089,000160
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,944,000192
Foundation and endowment and agency accounts income$38,000314
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$13,000354
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$5,207,000264
YTD fiduciary expense (Dec. only)$3,856,000250
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$799,00057
YTD net fiduciary income (Dec. only)$2,150,000225
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$1,144,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$301,000136
YTD Gross Income employee benefit defined benefit$83,000113
YTD Gross Income from other retirement accounts$800,000164
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,416,000193
Foundation and endowment and agency accounts income$28,000269
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$6,000324
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,779,000265
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
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$1,011,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$189,000133
YTD Gross Income employee benefit defined benefit$48,000117
YTD Gross Income from other retirement accounts$469,000164
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$815,000193
Foundation and endowment and agency accounts income$17,000288
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000347
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,552,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$354,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$114,000125
YTD Gross Income employee benefit defined benefit$81,00073
YTD Gross Income from other retirement accounts$290,000153
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$426,000189
Foundation and endowment and agency accounts income$9,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000294
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,276,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,834,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$484,000130
YTD Gross Income employee benefit defined benefit$123,000104
YTD Gross Income from other retirement accounts$1,231,000143
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,893,000179
Foundation and endowment and agency accounts income$38,000280
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$8,000340
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$5,612,000221
YTD fiduciary expense (Dec. only)$3,641,000213
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$706,00050
YTD net fiduciary income (Dec. only)$2,676,000176
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$1,330,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$269,000135
YTD Gross Income employee benefit defined benefit$73,000107
YTD Gross Income from other retirement accounts$716,000166
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,160,000191
Foundation and endowment and agency accounts income$24,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000288
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,578,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,018,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$177,000142
YTD Gross Income employee benefit defined benefit$46,000117
YTD Gross Income from other retirement accounts$431,000177
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$695,000207
Foundation and endowment and agency accounts income$15,000274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000333
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,385,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$406,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000130
YTD Gross Income employee benefit defined benefit$64,00080
YTD Gross Income from other retirement accounts$252,000160
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$348,000197
Foundation and endowment and agency accounts income$9,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000285
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,193,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,476,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$458,000130
YTD Gross Income employee benefit defined benefit$119,000107
YTD Gross Income from other retirement accounts$1,043,000144
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,632,000182
Foundation and endowment and agency accounts income$34,000274
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$8,000341
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$4,770,000230
YTD fiduciary expense (Dec. only)$3,620,000214
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$660,00048
YTD net fiduciary income (Dec. only)$1,810,000186
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$0335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$0317
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0300
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,084,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$560,000255
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$188,000137
YTD Gross Income employee benefit defined benefit$47,000115
YTD Gross Income from other retirement accounts$399,000165
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$664,000197
Foundation and endowment and agency accounts income$14,000270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000296
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,886,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$0318
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0300
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$998,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,353,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$442,000130
YTD Gross Income employee benefit defined benefit$113,000112
YTD Gross Income from other retirement accounts$956,000145
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,562,000182
Foundation and endowment and agency accounts income$42,000262
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$42,000276
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$4,510,000226
YTD fiduciary expense (Dec. only)$3,457,000215
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$660,00052
YTD net fiduciary income (Dec. only)$1,713,000192
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$1,124,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$274,000137
YTD Gross Income employee benefit defined benefit$74,000114
YTD Gross Income from other retirement accounts$597,000158
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,001,000196
Foundation and endowment and agency accounts income$38,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000259
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,135,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$699,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000141
YTD Gross Income employee benefit defined benefit$49,000116
YTD Gross Income from other retirement accounts$391,000160
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$690,000191
Foundation and endowment and agency accounts income$27,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000219
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,090,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$271,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000133
YTD Gross Income employee benefit defined benefit$62,00082
YTD Gross Income from other retirement accounts$228,000144
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$341,000192
Foundation and endowment and agency accounts income$14,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000214
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,045,000232
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
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,209,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$397,000150
YTD Gross Income employee benefit defined benefit$108,000120
YTD Gross Income from other retirement accounts$878,000150
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,527,000192
Foundation and endowment and agency accounts income$62,000257
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$132,000185
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$4,313,000230
YTD fiduciary expense (Dec. only)$3,342,000218
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$517,00063
YTD net fiduciary income (Dec. only)$1,488,000213
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$1,014,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$299,000150
YTD Gross Income employee benefit defined benefit$85,000117
YTD Gross Income from other retirement accounts$610,000155
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,084,000193
Foundation and endowment and agency accounts income$42,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000197
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,218,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$726,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000151
YTD Gross Income employee benefit defined benefit$53,000119
YTD Gross Income from other retirement accounts$396,000158
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$685,000198
Foundation and endowment and agency accounts income$29,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000198
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,145,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$281,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$138,000127
YTD Gross Income employee benefit defined benefit$78,00082
YTD Gross Income from other retirement accounts$209,000152
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$327,000201
Foundation and endowment and agency accounts income$13,000245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000195
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,073,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$812,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$630,000123
YTD Gross Income employee benefit defined benefit$470,00070
YTD Gross Income from other retirement accounts$651,000167
YTD Gross Income corporate trust and agency$3,000155
Investment management and investment advisory agency accounts income$1,158,000210
Foundation and endowment and agency accounts income$40,000291
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$382,000103
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,146,000226
YTD fiduciary expense (Dec. only)$3,224,000216
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$450,00068
YTD net fiduciary income (Dec. only)$1,372,000209
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$584,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$483,000116
YTD Gross Income employee benefit defined benefit$347,00071
YTD Gross Income from other retirement accounts$504,000161
YTD Gross Income corporate trust and agency$3,000114
Investment management and investment advisory agency accounts income$886,000205
Foundation and endowment and agency accounts income$32,000245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$308,00096
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,147,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$398,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$312,000121
YTD Gross Income employee benefit defined benefit$236,00068
YTD Gross Income from other retirement accounts$328,000164
YTD Gross Income corporate trust and agency$2,000108
Investment management and investment advisory agency accounts income$595,000204
Foundation and endowment and agency accounts income$21,000246
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$206,00092
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,098,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$204,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$154,000120
YTD Gross Income employee benefit defined benefit$119,00069
YTD Gross Income from other retirement accounts$160,000163
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$298,000200
Foundation and endowment and agency accounts income$10,000251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,00090
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,049,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$816,000303
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$597,000121
YTD Gross Income employee benefit defined benefit$471,00067
YTD Gross Income from other retirement accounts$629,000164
YTD Gross Income corporate trust and agency$4,000142
Investment management and investment advisory agency accounts income$1,157,000195
Foundation and endowment and agency accounts income$41,000282
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$405,00094
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$4,121,000224
YTD fiduciary expense (Dec. only)$3,192,000209
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$426,00068
YTD net fiduciary income (Dec. only)$1,354,000195
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$619,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$440,000122
YTD Gross Income employee benefit defined benefit$342,00067
YTD Gross Income from other retirement accounts$475,000157
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$860,000192
Foundation and endowment and agency accounts income$31,000242
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$308,00096
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$3,075,000221
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
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$419,000279
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$287,000124
YTD Gross Income employee benefit defined benefit$224,00068
YTD Gross Income from other retirement accounts$319,000157
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$570,000192
Foundation and endowment and agency accounts income$21,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$210,00094
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,050,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$207,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000123
YTD Gross Income employee benefit defined benefit$103,00073
YTD Gross Income from other retirement accounts$157,000161
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$282,000194
Foundation and endowment and agency accounts income$10,000245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$125,00089
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,025,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$911,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$557,000128
YTD Gross Income employee benefit defined benefit$409,00075
YTD Gross Income from other retirement accounts$626,000158
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,127,000200
Foundation and endowment and agency accounts income$41,000287
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$509,00091
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$4,180,000226
YTD fiduciary expense (Dec. only)$3,071,000217
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$406,00067
YTD net fiduciary income (Dec. only)$1,515,000187
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$653,000273
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$391,000133
YTD Gross Income employee benefit defined benefit$281,00077
YTD Gross Income from other retirement accounts$445,000162
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$813,000202
Foundation and endowment and agency accounts income$30,000246
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$373,00091
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,986,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$430,000278
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$261,000134
YTD Gross Income employee benefit defined benefit$187,00079
YTD Gross Income from other retirement accounts$291,000165
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$541,000204
Foundation and endowment and agency accounts income$20,000245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$261,00092
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,991,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$213,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000132
YTD Gross Income employee benefit defined benefit$93,00077
YTD Gross Income from other retirement accounts$144,000167
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$273,000206
Foundation and endowment and agency accounts income$10,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,00089
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$995,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
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$882,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$527,000133
YTD Gross Income employee benefit defined benefit$387,00076
YTD Gross Income from other retirement accounts$587,000160
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,138,000199
Foundation and endowment and agency accounts income$42,000281
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$536,00089
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$4,100,000222
YTD fiduciary expense (Dec. only)$2,891,000217
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$353,00069
YTD net fiduciary income (Dec. only)$1,561,000182
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$637,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$381,000132
YTD Gross Income employee benefit defined benefit$270,00076
YTD Gross Income from other retirement accounts$437,000156
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$835,000200
Foundation and endowment and agency accounts income$32,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$406,00091
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,998,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$423,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$252,000135
YTD Gross Income employee benefit defined benefit$177,00076
YTD Gross Income from other retirement accounts$286,000159
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$547,000202
Foundation and endowment and agency accounts income$21,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$292,00088
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,999,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$219,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000136
YTD Gross Income employee benefit defined benefit$88,00080
YTD Gross Income from other retirement accounts$143,000159
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$267,000204
Foundation and endowment and agency accounts income$10,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,00086
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$999,000232
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
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$839,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$479,000136
YTD Gross Income employee benefit defined benefit$332,00077
YTD Gross Income from other retirement accounts$533,000162
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,027,000201
Foundation and endowment and agency accounts income$40,000263
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$577,00088
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,827,000224
YTD fiduciary expense (Dec. only)$2,817,000211
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$316,00073
YTD net fiduciary income (Dec. only)$1,326,000181
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$626,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$370,000136
YTD Gross Income employee benefit defined benefit$228,00079
YTD Gross Income from other retirement accounts$399,000152
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$769,000195
Foundation and endowment and agency accounts income$28,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$427,00087
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,847,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$418,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,000135
YTD Gross Income employee benefit defined benefit$152,00079
YTD Gross Income from other retirement accounts$265,000153
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$512,000191
Foundation and endowment and agency accounts income$19,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$285,00088
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,898,000217
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
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$209,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000128
YTD Gross Income employee benefit defined benefit$76,00077
YTD Gross Income from other retirement accounts$133,000149
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$256,000192
Foundation and endowment and agency accounts income$10,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$142,00085
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$949,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$800,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$437,000144
YTD Gross Income employee benefit defined benefit$291,00082
YTD Gross Income from other retirement accounts$509,000152
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$946,000196
Foundation and endowment and agency accounts income$36,000262
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$619,00085
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$3,638,000212
YTD fiduciary expense (Dec. only)$2,754,000198
YTD fiduciary net loss (Dec. only)$8,000133
YTD fiduciary intracompany income (Dec. only)$281,00073
YTD net fiduciary income (Dec. only)$1,157,000181
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$591,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$322,000139
YTD Gross Income employee benefit defined benefit$215,00083
YTD Gross Income from other retirement accounts$349,000157
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$671,000200
Foundation and endowment and agency accounts income$27,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$510,00074
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,685,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$394,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000141
YTD Gross Income employee benefit defined benefit$125,00087
YTD Gross Income from other retirement accounts$233,000156
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$465,000194
Foundation and endowment and agency accounts income$18,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$340,00075
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,790,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$188,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000147
YTD Gross Income employee benefit defined benefit$63,00086
YTD Gross Income from other retirement accounts$116,000157
YTD Gross Income corporate trust and agency$9,00082
Investment management and investment advisory agency accounts income$233,000192
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$179,00071
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$895,000217
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
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$757,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$397,000148
YTD Gross Income employee benefit defined benefit$270,00083
YTD Gross Income from other retirement accounts$451,000155
YTD Gross Income corporate trust and agency$36,000103
Investment management and investment advisory agency accounts income$937,000189
Foundation and endowment and agency accounts income$36,000247
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$721,00071
YTD Gross income other trust accounts$0299
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$2,666,000200
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$231,00083
YTD net fiduciary income (Dec. only)$1,169,000174
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$518,000265
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$285,000147
YTD Gross Income employee benefit defined benefit$181,00090
YTD Gross Income from other retirement accounts$336,000152
YTD Gross Income corporate trust and agency$26,00083
Investment management and investment advisory agency accounts income$699,000188
Foundation and endowment and agency accounts income$26,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$518,00074
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,931,0009
YTD fiduciary net loss (Dec. only)$1,0006
YTD fiduciary intracompany income (Dec. only)$173,0001
YTD net fiduciary income (Dec. only)$830,00037
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$345,000262
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000144
YTD Gross Income employee benefit defined benefit$121,00086
YTD Gross Income from other retirement accounts$207,000153
YTD Gross Income corporate trust and agency$17,00086
Investment management and investment advisory agency accounts income$449,000195
Foundation and endowment and agency accounts income$17,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$362,00073
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,312,00010
YTD fiduciary net loss (Dec. only)$1,0007
YTD fiduciary intracompany income (Dec. only)$116,0001
YTD net fiduciary income (Dec. only)$528,00037
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$173,000270
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000144
YTD Gross Income employee benefit defined benefit$60,00088
YTD Gross Income from other retirement accounts$103,000164
YTD Gross Income corporate trust and agency$9,00084
Investment management and investment advisory agency accounts income$216,000197
Foundation and endowment and agency accounts income$9,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,00072
YTD Gross income other trust accounts$0200
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$650,00011
YTD fiduciary net loss (Dec. only)$1,0007
YTD fiduciary intracompany income (Dec. only)$58,0001
YTD net fiduciary income (Dec. only)$270,00031
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$698,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$366,000159
YTD Gross Income employee benefit defined benefit$233,00089
YTD Gross Income from other retirement accounts$399,000158
YTD Gross Income corporate trust and agency$33,000113
Investment management and investment advisory agency accounts income$831,000197
Foundation and endowment and agency accounts income$33,000256
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$732,00077
YTD Gross income other trust accounts$0312
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$2,638,000199
YTD fiduciary net loss (Dec. only)$30,00084
YTD fiduciary intracompany income (Dec. only)$175,00089
YTD net fiduciary income (Dec. only)$832,000208
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$528,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$264,000154
YTD Gross Income employee benefit defined benefit$168,00088
YTD Gross Income from other retirement accounts$312,000147
YTD Gross Income corporate trust and agency$24,00094
Investment management and investment advisory agency accounts income$600,000197
Foundation and endowment and agency accounts income$24,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$479,00082
YTD Gross income other trust accounts$0210
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,842,00010
YTD fiduciary net loss (Dec. only)$8,0006
YTD fiduciary intracompany income (Dec. only)$131,0001
YTD net fiduciary income (Dec. only)$681,00037
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$368,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$192,000151
YTD Gross Income employee benefit defined benefit$112,00090
YTD Gross Income from other retirement accounts$200,000151
YTD Gross Income corporate trust and agency$8,000111
Investment management and investment advisory agency accounts income$400,000201
Foundation and endowment and agency accounts income$16,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$303,00085
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,224,00010
YTD fiduciary net loss (Dec. only)$5,0006
YTD fiduciary intracompany income (Dec. only)$88,0001
YTD net fiduciary income (Dec. only)$459,00039
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$184,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000151
YTD Gross Income employee benefit defined benefit$56,00089
YTD Gross Income from other retirement accounts$96,000159
YTD Gross Income corporate trust and agency$4,000109
Investment management and investment advisory agency accounts income$191,000205
Foundation and endowment and agency accounts income$8,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,00082
YTD Gross income other trust accounts$0202
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$643,00011
YTD fiduciary net loss (Dec. only)$8,0001
YTD fiduciary intracompany income (Dec. only)$44,0001
YTD net fiduciary income (Dec. only)$193,00040
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$694,000284
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000149
YTD Gross Income employee benefit defined benefit$211,00090
YTD Gross Income from other retirement accounts$362,000158
YTD Gross Income corporate trust and agency$15,000153
Investment management and investment advisory agency accounts income$694,000211
Foundation and endowment and agency accounts income$45,000201
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$632,00091
YTD Gross income other trust accounts$0317
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$2,439,000205
YTD fiduciary net loss (Dec. only)$19,000113
YTD fiduciary intracompany income (Dec. only)$160,00091
YTD net fiduciary income (Dec. only)$718,000225
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$535,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$279,000145
YTD Gross Income employee benefit defined benefit$140,00092
YTD Gross Income from other retirement accounts$279,000152
YTD Gross Income corporate trust and agency$23,00099
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$487,00088
YTD Gross income other trust accounts$0218
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,676,00011
YTD fiduciary net loss (Dec. only)$19,0006
YTD fiduciary intracompany income (Dec. only)$120,0002
YTD net fiduciary income (Dec. only)$750,00035
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$364,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$186,000147
YTD Gross Income employee benefit defined benefit$93,00091
YTD Gross Income from other retirement accounts$194,000142
YTD Gross Income corporate trust and agency$15,00097
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$321,00089
YTD Gross income other trust accounts$0218
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,097,00011
YTD fiduciary net loss (Dec. only)$18,0005
YTD fiduciary intracompany income (Dec. only)$80,0002
YTD net fiduciary income (Dec. only)$515,00036
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$186,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000145
YTD Gross Income employee benefit defined benefit$46,00090
YTD Gross Income from other retirement accounts$93,000148
YTD Gross Income corporate trust and agency$8,00096
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$162,00087
YTD Gross income other trust accounts$0211
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$563,00013
YTD fiduciary net loss (Dec. only)$19,0002
YTD fiduciary intracompany income (Dec. only)$40,0001
YTD net fiduciary income (Dec. only)$233,00036
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$1,000180
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,000186
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,000193
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,000187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA