Home > Lake City Bank > Gross Fiduciary and Related Services Income

Lake City Bank, 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$6,115,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$850,00096
YTD Gross Income employee benefit defined benefit$80,000142
YTD Gross Income from other retirement accounts$905,000171
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$0459
Foundation and endowment and agency accounts income$595,000115
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$535,000106
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$9,080,000187
YTD fiduciary expense (Dec. only)$6,174,000189
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,906,000174
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,615,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$646,00094
YTD Gross Income employee benefit defined benefit$64,000150
YTD Gross Income from other retirement accounts$679,000164
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0378
Foundation and endowment and agency accounts income$430,000115
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$335,000110
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$6,769,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,058,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$437,00095
YTD Gross Income employee benefit defined benefit$43,000166
YTD Gross Income from other retirement accounts$450,000166
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$0442
Foundation and endowment and agency accounts income$284,000117
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$199,000113
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$4,471,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,513,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$210,00099
YTD Gross Income employee benefit defined benefit$21,000117
YTD Gross Income from other retirement accounts$228,000170
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$0337
Foundation and endowment and agency accounts income$140,000119
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$88,000125
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,200,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,122,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$818,000107
YTD Gross Income employee benefit defined benefit$83,000133
YTD Gross Income from other retirement accounts$861,000179
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$0433
Foundation and endowment and agency accounts income$566,000123
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$186,000177
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$8,636,000195
YTD fiduciary expense (Dec. only)$5,672,000198
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$2,964,000185
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$4,669,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$630,000106
YTD Gross Income employee benefit defined benefit$64,000125
YTD Gross Income from other retirement accounts$648,000181
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$420,000122
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$119,000188
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$6,550,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,198,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$440,00097
YTD Gross Income employee benefit defined benefit$44,000118
YTD Gross Income from other retirement accounts$439,000172
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$0388
Foundation and endowment and agency accounts income$290,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000169
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,491,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,608,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$238,00096
YTD Gross Income employee benefit defined benefit$24,000110
YTD Gross Income from other retirement accounts$231,000168
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$0320
Foundation and endowment and agency accounts income$151,000109
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000175
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,287,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,080,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$970,00097
YTD Gross Income employee benefit defined benefit$97,000116
YTD Gross Income from other retirement accounts$884,000177
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0381
Foundation and endowment and agency accounts income$575,000111
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$144,000176
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$8,750,000167
YTD fiduciary expense (Dec. only)$4,223,000195
YTD fiduciary net loss (Dec. only)$1,000167
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$4,526,000129
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$4,395,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$748,00093
YTD Gross Income employee benefit defined benefit$71,000110
YTD Gross Income from other retirement accounts$657,000175
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$455,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000171
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$6,433,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,896,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$513,00094
YTD Gross Income employee benefit defined benefit$48,000114
YTD Gross Income from other retirement accounts$436,000175
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$293,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000176
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,256,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,463,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$289,00091
YTD Gross Income employee benefit defined benefit$27,000108
YTD Gross Income from other retirement accounts$221,000171
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$143,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000172
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,178,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,178,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$738,000105
YTD Gross Income employee benefit defined benefit$69,000130
YTD Gross Income from other retirement accounts$774,000173
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$0382
Foundation and endowment and agency accounts income$533,000101
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$176,000162
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$7,468,000174
YTD fiduciary expense (Dec. only)$4,330,000190
YTD fiduciary net loss (Dec. only)$1,000171
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$3,137,000139
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$3,885,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$583,00098
YTD Gross Income employee benefit defined benefit$54,000115
YTD Gross Income from other retirement accounts$573,000167
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$365,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000152
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$5,595,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,536,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$386,000102
YTD Gross Income employee benefit defined benefit$36,000121
YTD Gross Income from other retirement accounts$379,000171
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0367
Foundation and endowment and agency accounts income$237,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000154
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$3,664,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,258,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$209,00098
YTD Gross Income employee benefit defined benefit$19,000113
YTD Gross Income from other retirement accounts$199,000164
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$126,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000150
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,858,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,771,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$758,000106
YTD Gross Income employee benefit defined benefit$67,000128
YTD Gross Income from other retirement accounts$736,000173
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$0365
Foundation and endowment and agency accounts income$318,000139
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$185,000154
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$6,835,000180
YTD fiduciary expense (Dec. only)$4,557,000182
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,278,000162
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$3,479,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$565,000101
YTD Gross Income employee benefit defined benefit$43,000127
YTD Gross Income from other retirement accounts$546,000167
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$0320
Foundation and endowment and agency accounts income$235,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000154
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,002,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,263,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$372,000105
YTD Gross Income employee benefit defined benefit$29,000131
YTD Gross Income from other retirement accounts$365,000170
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$152,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000159
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,266,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,115,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000108
YTD Gross Income employee benefit defined benefit$15,000127
YTD Gross Income from other retirement accounts$184,000167
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$76,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000160
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,620,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,392,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$724,000113
YTD Gross Income employee benefit defined benefit$58,000137
YTD Gross Income from other retirement accounts$716,000165
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$0443
Foundation and endowment and agency accounts income$266,000151
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$188,000156
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$6,344,000190
YTD fiduciary expense (Dec. only)$4,469,000174
YTD fiduciary net loss (Dec. only)$2,000170
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,873,000185
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$3,198,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$543,000111
YTD Gross Income employee benefit defined benefit$42,000132
YTD Gross Income from other retirement accounts$537,000165
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$215,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$140,000151
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,675,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,071,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$364,000113
YTD Gross Income employee benefit defined benefit$29,000129
YTD Gross Income from other retirement accounts$357,000164
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$137,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000155
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,049,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,001,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$189,000112
YTD Gross Income employee benefit defined benefit$15,000127
YTD Gross Income from other retirement accounts$184,000162
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$69,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000154
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,505,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,719,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$607,000125
YTD Gross Income employee benefit defined benefit$51,000148
YTD Gross Income from other retirement accounts$635,000170
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$0500
Foundation and endowment and agency accounts income$281,000138
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$187,000154
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$5,481,000198
YTD fiduciary expense (Dec. only)$4,173,000185
YTD fiduciary net loss (Dec. only)$4,000147
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,304,000216
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$2,702,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$437,000122
YTD Gross Income employee benefit defined benefit$43,000129
YTD Gross Income from other retirement accounts$466,000168
YTD Gross Income corporate trust and agency$27,00079
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$199,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$132,000150
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,005,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,681,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,000123
YTD Gross Income employee benefit defined benefit$28,000131
YTD Gross Income from other retirement accounts$308,000168
YTD Gross Income corporate trust and agency$18,00081
Investment management and investment advisory agency accounts income$0367
Foundation and endowment and agency accounts income$121,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000150
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,534,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$824,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000142
YTD Gross Income employee benefit defined benefit$68,00086
YTD Gross Income from other retirement accounts$154,000169
YTD Gross Income corporate trust and agency$4,00085
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$59,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000145
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,250,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,276,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$523,000131
YTD Gross Income employee benefit defined benefit$52,000145
YTD Gross Income from other retirement accounts$522,000185
YTD Gross Income corporate trust and agency$28,00096
Investment management and investment advisory agency accounts income$0497
Foundation and endowment and agency accounts income$230,000148
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$174,000161
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$4,805,000204
YTD fiduciary expense (Dec. only)$3,450,000203
YTD fiduciary net loss (Dec. only)$1,000168
YTD fiduciary intracompany income (Dec. only)$0160
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$2,466,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$389,000130
YTD Gross Income employee benefit defined benefit$37,000137
YTD Gross Income from other retirement accounts$388,000179
YTD Gross Income corporate trust and agency$23,00081
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$168,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000156
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$3,600,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,546,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$255,000131
YTD Gross Income employee benefit defined benefit$24,000138
YTD Gross Income from other retirement accounts$259,000179
YTD Gross Income corporate trust and agency$15,00081
Investment management and investment advisory agency accounts income$0372
Foundation and endowment and agency accounts income$108,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000158
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,293,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$770,000120
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$13,000138
YTD Gross Income from other retirement accounts$134,000173
YTD Gross Income corporate trust and agency$3,00092
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$55,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000158
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,159,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,043,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$515,000131
YTD Gross Income employee benefit defined benefit$49,000157
YTD Gross Income from other retirement accounts$530,000177
YTD Gross Income corporate trust and agency$12,000119
Investment management and investment advisory agency accounts income$0512
Foundation and endowment and agency accounts income$203,000154
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$178,000168
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$4,531,000217
YTD fiduciary expense (Dec. only)$3,343,000201
YTD fiduciary net loss (Dec. only)$21,00095
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,167,000218
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$2,281,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$414,000130
YTD Gross Income employee benefit defined benefit$9,000188
YTD Gross Income from other retirement accounts$402,000176
YTD Gross Income corporate trust and agency$8,00099
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$144,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000163
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$3,393,000219
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
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$1,543,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$262,000133
YTD Gross Income employee benefit defined benefit$19,000155
YTD Gross Income from other retirement accounts$272,000174
YTD Gross Income corporate trust and agency$5,000101
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$98,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000160
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,290,000219
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
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$803,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$130,000130
YTD Gross Income employee benefit defined benefit$10,000148
YTD Gross Income from other retirement accounts$141,000169
YTD Gross Income corporate trust and agency$3,00097
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$51,000152
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000153
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,184,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,726,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$438,000140
YTD Gross Income employee benefit defined benefit$37,000170
YTD Gross Income from other retirement accounts$503,000178
YTD Gross Income corporate trust and agency$12,000131
Investment management and investment advisory agency accounts income$0510
Foundation and endowment and agency accounts income$169,000164
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$187,000162
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$4,072,000226
YTD fiduciary expense (Dec. only)$2,962,000214
YTD fiduciary net loss (Dec. only)$27,00087
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,083,000221
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$2,040,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$329,000138
YTD Gross Income employee benefit defined benefit$26,000159
YTD Gross Income from other retirement accounts$378,000172
YTD Gross Income corporate trust and agency$6,000109
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$128,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$138,000158
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$3,045,000223
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
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$1,338,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000140
YTD Gross Income employee benefit defined benefit$24,000146
YTD Gross Income from other retirement accounts$253,000173
YTD Gross Income corporate trust and agency$5,000101
Investment management and investment advisory agency accounts income$0370
Foundation and endowment and agency accounts income$88,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$92,000156
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,016,000223
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
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$701,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$112,000142
YTD Gross Income employee benefit defined benefit$12,000148
YTD Gross Income from other retirement accounts$128,000170
YTD Gross Income corporate trust and agency$2,000101
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$38,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000154
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,039,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,695,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$392,000145
YTD Gross Income employee benefit defined benefit$42,000159
YTD Gross Income from other retirement accounts$437,000186
YTD Gross Income corporate trust and agency$19,000113
Investment management and investment advisory agency accounts income$0501
Foundation and endowment and agency accounts income$141,000168
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$120,000199
YTD Gross income other trust accounts$1,000286
Gross Fiduciary activities income$3,847,000222
YTD fiduciary expense (Dec. only)$3,051,000198
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$794,000243
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$2,063,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,000145
YTD Gross Income employee benefit defined benefit$30,000145
YTD Gross Income from other retirement accounts$322,000179
YTD Gross Income corporate trust and agency$13,00088
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$101,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000197
YTD Gross income other trust accounts$1,000203
Gross Fiduciary activities income$2,895,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,379,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$194,000147
YTD Gross Income employee benefit defined benefit$20,000144
YTD Gross Income from other retirement accounts$215,000175
YTD Gross Income corporate trust and agency$10,00089
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$64,000163
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000231
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,914,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$679,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000144
YTD Gross Income employee benefit defined benefit$10,000144
YTD Gross Income from other retirement accounts$107,000175
YTD Gross Income corporate trust and agency$9,00069
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$24,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000225
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$944,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,875,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$342,000158
YTD Gross Income employee benefit defined benefit$38,000162
YTD Gross Income from other retirement accounts$388,000189
YTD Gross Income corporate trust and agency$62,00084
Investment management and investment advisory agency accounts income$0484
Foundation and endowment and agency accounts income$85,000203
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$31,000343
YTD Gross income other trust accounts$2,000271
Gross Fiduciary activities income$3,823,000205
YTD fiduciary expense (Dec. only)$3,090,000185
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$733,000236
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$2,073,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000156
YTD Gross Income employee benefit defined benefit$27,000152
YTD Gross Income from other retirement accounts$286,000185
YTD Gross Income corporate trust and agency$45,00070
Investment management and investment advisory agency accounts income$0338
Foundation and endowment and agency accounts income$63,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000283
YTD Gross income other trust accounts$2,000191
Gross Fiduciary activities income$2,770,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,344,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$170,000158
YTD Gross Income employee benefit defined benefit$21,000142
YTD Gross Income from other retirement accounts$191,000186
YTD Gross Income corporate trust and agency$33,00070
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$39,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000290
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,811,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$680,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000151
YTD Gross Income employee benefit defined benefit$10,000147
YTD Gross Income from other retirement accounts$95,000187
YTD Gross Income corporate trust and agency$13,00074
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$20,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000283
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$914,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,587,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$349,000157
YTD Gross Income employee benefit defined benefit$24,000188
YTD Gross Income from other retirement accounts$340,000190
YTD Gross Income corporate trust and agency$68,00083
Investment management and investment advisory agency accounts income$0485
Foundation and endowment and agency accounts income$71,000206
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$22,000368
YTD Gross income other trust accounts$1,000288
Gross Fiduciary activities income$3,462,000181
YTD fiduciary expense (Dec. only)$3,093,000179
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$368,000329
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,945,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$258,000154
YTD Gross Income employee benefit defined benefit$30,000149
YTD Gross Income from other retirement accounts$254,000187
YTD Gross Income corporate trust and agency$52,00072
Investment management and investment advisory agency accounts income$0336
Foundation and endowment and agency accounts income$58,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000291
YTD Gross income other trust accounts$1,000204
Gross Fiduciary activities income$2,614,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,290,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000154
YTD Gross Income employee benefit defined benefit$20,000147
YTD Gross Income from other retirement accounts$171,000186
YTD Gross Income corporate trust and agency$41,00071
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$40,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000293
YTD Gross income other trust accounts$1,000204
Gross Fiduciary activities income$1,747,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$586,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000154
YTD Gross Income employee benefit defined benefit$10,000152
YTD Gross Income from other retirement accounts$86,000191
YTD Gross Income corporate trust and agency$19,00068
Investment management and investment advisory agency accounts income$0343
Foundation and endowment and agency accounts income$20,000174
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000300
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$818,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,453,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$283,000172
YTD Gross Income employee benefit defined benefit$35,000168
YTD Gross Income from other retirement accounts$308,000198
YTD Gross Income corporate trust and agency$78,00084
Investment management and investment advisory agency accounts income$0488
Foundation and endowment and agency accounts income$59,000214
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$21,000387
YTD Gross income other trust accounts$10,000266
Gross Fiduciary activities income$3,247,000191
YTD fiduciary expense (Dec. only)$3,056,000184
YTD fiduciary net loss (Dec. only)$7,000126
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$184,000407
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,816,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$211,000165
YTD Gross Income employee benefit defined benefit$24,000156
YTD Gross Income from other retirement accounts$228,000187
YTD Gross Income corporate trust and agency$62,00075
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$43,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000302
YTD Gross income other trust accounts$9,000191
Gross Fiduciary activities income$2,409,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,220,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000166
YTD Gross Income employee benefit defined benefit$16,000156
YTD Gross Income from other retirement accounts$155,000186
YTD Gross Income corporate trust and agency$44,00075
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$29,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000303
YTD Gross income other trust accounts$6,000188
Gross Fiduciary activities income$1,625,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$589,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000167
YTD Gross Income employee benefit defined benefit$9,000151
YTD Gross Income from other retirement accounts$78,000186
YTD Gross Income corporate trust and agency$20,00074
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$13,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000294
YTD Gross income other trust accounts$2,000184
Gross Fiduciary activities income$792,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,187,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$237,000176
YTD Gross Income employee benefit defined benefit$25,000188
YTD Gross Income from other retirement accounts$297,000183
YTD Gross Income corporate trust and agency$128,00078
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$43,000206
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$37,000334
YTD Gross income other trust accounts$26,000236
Gross Fiduciary activities income$2,980,000199
YTD fiduciary expense (Dec. only)$3,024,000190
YTD fiduciary net loss (Dec. only)$311,00030
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-355,0007,975
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,300,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$163,000179
YTD Gross Income employee benefit defined benefit$21,000167
YTD Gross Income from other retirement accounts$214,000182
YTD Gross Income corporate trust and agency$112,00070
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$29,000265
YTD Gross income other trust accounts$23,000178
Gross Fiduciary activities income$2,213,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$857,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000182
YTD Gross Income employee benefit defined benefit$14,000167
YTD Gross Income from other retirement accounts$134,000189
YTD Gross Income corporate trust and agency$82,00069
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$20,000265
YTD Gross income other trust accounts$19,000176
Gross Fiduciary activities income$1,466,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$423,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000181
YTD Gross Income employee benefit defined benefit$8,000153
YTD Gross Income from other retirement accounts$67,000190
YTD Gross Income corporate trust and agency$42,00069
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$9,000275
YTD Gross income other trust accounts$14,000155
Gross Fiduciary activities income$739,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,278,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,541,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,672,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$809,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,142,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,306,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,545,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$689,000234
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
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,550,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,891,000234
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
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,283,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$568,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,368,000241
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
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,751,000237
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
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,180,000237
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
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$597,000239
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
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,284,000237
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
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,759,000234
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
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,113,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$587,000241
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
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,679,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,271,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$826,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$436,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,756,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,566,000328
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,449,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,148,000434
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,205,000415
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,188,000425
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$881,000543
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$709,000635
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$609,000679
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$524,000747
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$420,000824
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA