Home > MB Financial Bank > Gross Fiduciary and Related Services Income
MB Financial Bank, Gross Fiduciary and Related Services Income
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 306 |
YTD Gross Income employee benefit defined benefit | $0 | 193 |
YTD Gross Income from other retirement accounts | $0 | 366 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $0 | 358 |
Foundation and endowment and agency accounts income | $0 | 291 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 342 |
YTD Gross income other trust accounts | $550,000 | 36 |
Gross Fiduciary activities income | $550,000 | 326 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,149,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $848,000 | 107 |
YTD Gross Income employee benefit defined benefit | $1,582,000 | 34 |
YTD Gross Income from other retirement accounts | $970,000 | 136 |
YTD Gross Income corporate trust and agency | $0 | 175 |
Investment management and investment advisory agency accounts income | $7,628,000 | 68 |
Foundation and endowment and agency accounts income | $67,000 | 253 |
YTD Gross income other trust and agency accounts | $11,000 | 100 |
YTD Gross income custody and safekeeping agency accounts | $235,000 | 140 |
YTD Gross income other trust accounts | $1,088,000 | 46 |
Gross Fiduciary activities income | $21,578,000 | 85 |
YTD fiduciary expense (Dec. only) | $15,257,000 | 86 |
YTD fiduciary net loss (Dec. only) | $45,000 | 85 |
YTD fiduciary intracompany income (Dec. only) | $2,315,000 | 34 |
YTD net fiduciary income (Dec. only) | $8,591,000 | 69 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,788,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $658,000 | 105 |
YTD Gross Income employee benefit defined benefit | $1,185,000 | 32 |
YTD Gross Income from other retirement accounts | $730,000 | 136 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $5,715,000 | 67 |
Foundation and endowment and agency accounts income | $49,000 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $173,000 | 138 |
YTD Gross income other trust accounts | $805,000 | 50 |
Gross Fiduciary activities income | $16,112,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,528,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $455,000 | 103 |
YTD Gross Income employee benefit defined benefit | $781,000 | 34 |
YTD Gross Income from other retirement accounts | $492,000 | 136 |
YTD Gross Income corporate trust and agency | $0 | 134 |
Investment management and investment advisory agency accounts income | $3,804,000 | 69 |
Foundation and endowment and agency accounts income | $31,000 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $115,000 | 138 |
YTD Gross income other trust accounts | $359,000 | 57 |
Gross Fiduciary activities income | $10,572,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,250,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $244,000 | 95 |
YTD Gross Income employee benefit defined benefit | $390,000 | 33 |
YTD Gross Income from other retirement accounts | $249,000 | 134 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $1,903,000 | 68 |
Foundation and endowment and agency accounts income | $12,000 | 251 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $62,000 | 130 |
YTD Gross income other trust accounts | $145,000 | 62 |
Gross Fiduciary activities income | $5,257,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,546,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $885,000 | 99 |
YTD Gross Income employee benefit defined benefit | $1,649,000 | 32 |
YTD Gross Income from other retirement accounts | $930,000 | 133 |
YTD Gross Income corporate trust and agency | $0 | 195 |
Investment management and investment advisory agency accounts income | $7,156,000 | 68 |
Foundation and endowment and agency accounts income | $47,000 | 281 |
YTD Gross income other trust and agency accounts | $61,000 | 70 |
YTD Gross income custody and safekeeping agency accounts | $271,000 | 123 |
YTD Gross income other trust accounts | $848,000 | 52 |
Gross Fiduciary activities income | $20,398,000 | 87 |
YTD fiduciary expense (Dec. only) | $15,256,000 | 85 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $1,985,000 | 36 |
YTD net fiduciary income (Dec. only) | $7,127,000 | 79 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,405,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $656,000 | 100 |
YTD Gross Income employee benefit defined benefit | $1,226,000 | 33 |
YTD Gross Income from other retirement accounts | $684,000 | 132 |
YTD Gross Income corporate trust and agency | $23,000 | 84 |
Investment management and investment advisory agency accounts income | $5,288,000 | 69 |
Foundation and endowment and agency accounts income | $35,000 | 243 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $229,000 | 109 |
YTD Gross income other trust accounts | $522,000 | 58 |
Gross Fiduciary activities income | $15,096,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,196,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $475,000 | 94 |
YTD Gross Income employee benefit defined benefit | $823,000 | 35 |
YTD Gross Income from other retirement accounts | $447,000 | 136 |
YTD Gross Income corporate trust and agency | $8,000 | 88 |
Investment management and investment advisory agency accounts income | $3,422,000 | 68 |
Foundation and endowment and agency accounts income | $23,000 | 243 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $155,000 | 111 |
YTD Gross income other trust accounts | $388,000 | 56 |
Gross Fiduciary activities income | $9,968,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,052,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $287,000 | 83 |
YTD Gross Income employee benefit defined benefit | $397,000 | 34 |
YTD Gross Income from other retirement accounts | $216,000 | 134 |
YTD Gross Income corporate trust and agency | $4,000 | 85 |
Investment management and investment advisory agency accounts income | $1,661,000 | 67 |
Foundation and endowment and agency accounts income | $11,000 | 248 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $84,000 | 104 |
YTD Gross income other trust accounts | $97,000 | 71 |
Gross Fiduciary activities income | $4,821,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,875,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $584,000 | 124 |
YTD Gross Income employee benefit defined benefit | $1,518,000 | 35 |
YTD Gross Income from other retirement accounts | $852,000 | 133 |
YTD Gross Income corporate trust and agency | $17,000 | 105 |
Investment management and investment advisory agency accounts income | $6,192,000 | 71 |
Foundation and endowment and agency accounts income | $31,000 | 294 |
YTD Gross income other trust and agency accounts | $115,000 | 53 |
YTD Gross income custody and safekeeping agency accounts | $268,000 | 126 |
YTD Gross income other trust accounts | $880,000 | 48 |
Gross Fiduciary activities income | $18,332,000 | 89 |
YTD fiduciary expense (Dec. only) | $16,119,000 | 78 |
YTD fiduciary net loss (Dec. only) | $55,000 | 74 |
YTD fiduciary intracompany income (Dec. only) | $1,285,000 | 36 |
YTD net fiduciary income (Dec. only) | $3,443,000 | 106 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,853,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $455,000 | 118 |
YTD Gross Income employee benefit defined benefit | $1,142,000 | 35 |
YTD Gross Income from other retirement accounts | $638,000 | 122 |
YTD Gross Income corporate trust and agency | $13,000 | 87 |
Investment management and investment advisory agency accounts income | $4,598,000 | 71 |
Foundation and endowment and agency accounts income | $23,000 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $197,000 | 125 |
YTD Gross income other trust accounts | $660,000 | 51 |
Gross Fiduciary activities income | $13,644,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,876,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $297,000 | 121 |
YTD Gross Income employee benefit defined benefit | $763,000 | 35 |
YTD Gross Income from other retirement accounts | $424,000 | 121 |
YTD Gross Income corporate trust and agency | $9,000 | 89 |
Investment management and investment advisory agency accounts income | $3,004,000 | 70 |
Foundation and endowment and agency accounts income | $16,000 | 254 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $131,000 | 124 |
YTD Gross income other trust accounts | $540,000 | 48 |
Gross Fiduciary activities income | $9,102,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,897,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $126,000 | 131 |
YTD Gross Income employee benefit defined benefit | $385,000 | 35 |
YTD Gross Income from other retirement accounts | $205,000 | 123 |
YTD Gross Income corporate trust and agency | $4,000 | 88 |
Investment management and investment advisory agency accounts income | $1,469,000 | 73 |
Foundation and endowment and agency accounts income | $8,000 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $66,000 | 122 |
YTD Gross income other trust accounts | $271,000 | 43 |
Gross Fiduciary activities income | $4,448,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,234,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $658,000 | 119 |
YTD Gross Income employee benefit defined benefit | $1,691,000 | 33 |
YTD Gross Income from other retirement accounts | $787,000 | 136 |
YTD Gross Income corporate trust and agency | $23,000 | 107 |
Investment management and investment advisory agency accounts income | $5,372,000 | 77 |
Foundation and endowment and agency accounts income | $34,000 | 299 |
YTD Gross income other trust and agency accounts | $57,000 | 71 |
YTD Gross income custody and safekeeping agency accounts | $310,000 | 122 |
YTD Gross income other trust accounts | $741,000 | 54 |
Gross Fiduciary activities income | $15,907,000 | 97 |
YTD fiduciary expense (Dec. only) | $13,411,000 | 83 |
YTD fiduciary net loss (Dec. only) | $106,000 | 47 |
YTD fiduciary intracompany income (Dec. only) | $1,641,000 | 34 |
YTD net fiduciary income (Dec. only) | $4,031,000 | 102 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,411,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $488,000 | 119 |
YTD Gross Income employee benefit defined benefit | $1,291,000 | 34 |
YTD Gross Income from other retirement accounts | $577,000 | 135 |
YTD Gross Income corporate trust and agency | $17,000 | 85 |
Investment management and investment advisory agency accounts income | $3,979,000 | 75 |
Foundation and endowment and agency accounts income | $26,000 | 254 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $239,000 | 119 |
YTD Gross income other trust accounts | $549,000 | 57 |
Gross Fiduciary activities income | $11,625,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,869,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $305,000 | 123 |
YTD Gross Income employee benefit defined benefit | $859,000 | 37 |
YTD Gross Income from other retirement accounts | $382,000 | 132 |
YTD Gross Income corporate trust and agency | $12,000 | 89 |
Investment management and investment advisory agency accounts income | $2,652,000 | 78 |
Foundation and endowment and agency accounts income | $17,000 | 250 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $162,000 | 123 |
YTD Gross income other trust accounts | $236,000 | 69 |
Gross Fiduciary activities income | $7,517,000 | 102 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,429,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $167,000 | 116 |
YTD Gross Income employee benefit defined benefit | $453,000 | 35 |
YTD Gross Income from other retirement accounts | $187,000 | 134 |
YTD Gross Income corporate trust and agency | $6,000 | 88 |
Investment management and investment advisory agency accounts income | $1,317,000 | 76 |
Foundation and endowment and agency accounts income | $8,000 | 249 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $79,000 | 127 |
YTD Gross income other trust accounts | $122,000 | 64 |
Gross Fiduciary activities income | $3,773,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,499,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $572,000 | 127 |
YTD Gross Income employee benefit defined benefit | $1,661,000 | 39 |
YTD Gross Income from other retirement accounts | $663,000 | 148 |
YTD Gross Income corporate trust and agency | $22,000 | 110 |
Investment management and investment advisory agency accounts income | $4,623,000 | 75 |
Foundation and endowment and agency accounts income | $20,000 | 315 |
YTD Gross income other trust and agency accounts | $42,000 | 76 |
YTD Gross income custody and safekeeping agency accounts | $328,000 | 114 |
YTD Gross income other trust accounts | $784,000 | 51 |
Gross Fiduciary activities income | $14,214,000 | 100 |
YTD fiduciary expense (Dec. only) | $12,336,000 | 84 |
YTD fiduciary net loss (Dec. only) | $115,000 | 43 |
YTD fiduciary intracompany income (Dec. only) | $1,119,000 | 37 |
YTD net fiduciary income (Dec. only) | $2,882,000 | 119 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,073,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $463,000 | 118 |
YTD Gross Income employee benefit defined benefit | $1,231,000 | 39 |
YTD Gross Income from other retirement accounts | $488,000 | 146 |
YTD Gross Income corporate trust and agency | $17,000 | 88 |
Investment management and investment advisory agency accounts income | $3,413,000 | 75 |
Foundation and endowment and agency accounts income | $15,000 | 254 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $248,000 | 112 |
YTD Gross income other trust accounts | $648,000 | 52 |
Gross Fiduciary activities income | $10,627,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,663,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $292,000 | 125 |
YTD Gross Income employee benefit defined benefit | $808,000 | 39 |
YTD Gross Income from other retirement accounts | $325,000 | 147 |
YTD Gross Income corporate trust and agency | $11,000 | 86 |
Investment management and investment advisory agency accounts income | $2,188,000 | 76 |
Foundation and endowment and agency accounts income | $10,000 | 255 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $167,000 | 115 |
YTD Gross income other trust accounts | $371,000 | 54 |
Gross Fiduciary activities income | $6,852,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,328,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $145,000 | 126 |
YTD Gross Income employee benefit defined benefit | $396,000 | 39 |
YTD Gross Income from other retirement accounts | $157,000 | 147 |
YTD Gross Income corporate trust and agency | $6,000 | 80 |
Investment management and investment advisory agency accounts income | $1,051,000 | 76 |
Foundation and endowment and agency accounts income | $5,000 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $90,000 | 106 |
YTD Gross income other trust accounts | $162,000 | 54 |
Gross Fiduciary activities income | $3,346,000 | 104 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,146,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $532,000 | 130 |
YTD Gross Income employee benefit defined benefit | $1,521,000 | 39 |
YTD Gross Income from other retirement accounts | $604,000 | 141 |
YTD Gross Income corporate trust and agency | $37,000 | 99 |
Investment management and investment advisory agency accounts income | $3,672,000 | 82 |
Foundation and endowment and agency accounts income | $23,000 | 293 |
YTD Gross income other trust and agency accounts | $20,000 | 98 |
YTD Gross income custody and safekeeping agency accounts | $304,000 | 120 |
YTD Gross income other trust accounts | $680,000 | 55 |
Gross Fiduciary activities income | $12,539,000 | 104 |
YTD fiduciary expense (Dec. only) | $10,566,000 | 95 |
YTD fiduciary net loss (Dec. only) | $4,000 | 148 |
YTD fiduciary intracompany income (Dec. only) | $908,000 | 43 |
YTD net fiduciary income (Dec. only) | $2,877,000 | 112 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,847,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $398,000 | 128 |
YTD Gross Income employee benefit defined benefit | $1,148,000 | 39 |
YTD Gross Income from other retirement accounts | $453,000 | 138 |
YTD Gross Income corporate trust and agency | $24,000 | 78 |
Investment management and investment advisory agency accounts income | $2,638,000 | 82 |
Foundation and endowment and agency accounts income | $17,000 | 238 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $228,000 | 114 |
YTD Gross income other trust accounts | $480,000 | 57 |
Gross Fiduciary activities income | $9,253,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,583,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $250,000 | 132 |
YTD Gross Income employee benefit defined benefit | $772,000 | 40 |
YTD Gross Income from other retirement accounts | $302,000 | 137 |
YTD Gross Income corporate trust and agency | $16,000 | 77 |
Investment management and investment advisory agency accounts income | $1,713,000 | 82 |
Foundation and endowment and agency accounts income | $12,000 | 234 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $152,000 | 112 |
YTD Gross income other trust accounts | $295,000 | 65 |
Gross Fiduciary activities income | $6,113,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,278,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $117,000 | 131 |
YTD Gross Income employee benefit defined benefit | $402,000 | 39 |
YTD Gross Income from other retirement accounts | $143,000 | 144 |
YTD Gross Income corporate trust and agency | $9,000 | 69 |
Investment management and investment advisory agency accounts income | $828,000 | 86 |
Foundation and endowment and agency accounts income | $6,000 | 238 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $76,000 | 118 |
YTD Gross income other trust accounts | $83,000 | 71 |
Gross Fiduciary activities income | $2,950,000 | 107 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,030,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $437,000 | 144 |
YTD Gross Income employee benefit defined benefit | $1,500,000 | 40 |
YTD Gross Income from other retirement accounts | $546,000 | 143 |
YTD Gross Income corporate trust and agency | $40,000 | 97 |
Investment management and investment advisory agency accounts income | $3,077,000 | 88 |
Foundation and endowment and agency accounts income | $26,000 | 282 |
YTD Gross income other trust and agency accounts | $8,000 | 130 |
YTD Gross income custody and safekeeping agency accounts | $320,000 | 110 |
YTD Gross income other trust accounts | $650,000 | 53 |
Gross Fiduciary activities income | $11,634,000 | 99 |
YTD fiduciary expense (Dec. only) | $8,949,000 | 102 |
YTD fiduciary net loss (Dec. only) | $36,000 | 83 |
YTD fiduciary intracompany income (Dec. only) | $59,000 | 117 |
YTD net fiduciary income (Dec. only) | $2,708,000 | 109 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,736,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $319,000 | 141 |
YTD Gross Income employee benefit defined benefit | $1,140,000 | 40 |
YTD Gross Income from other retirement accounts | $413,000 | 138 |
YTD Gross Income corporate trust and agency | $31,000 | 79 |
Investment management and investment advisory agency accounts income | $2,282,000 | 88 |
Foundation and endowment and agency accounts income | $20,000 | 232 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $251,000 | 106 |
YTD Gross income other trust accounts | $407,000 | 63 |
Gross Fiduciary activities income | $8,609,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,508,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $206,000 | 144 |
YTD Gross Income employee benefit defined benefit | $768,000 | 38 |
YTD Gross Income from other retirement accounts | $279,000 | 141 |
YTD Gross Income corporate trust and agency | $19,000 | 76 |
Investment management and investment advisory agency accounts income | $1,517,000 | 88 |
Foundation and endowment and agency accounts income | $14,000 | 227 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $171,000 | 106 |
YTD Gross income other trust accounts | $270,000 | 60 |
Gross Fiduciary activities income | $5,758,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,244,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $70,000 | 168 |
YTD Gross Income employee benefit defined benefit | $395,000 | 38 |
YTD Gross Income from other retirement accounts | $139,000 | 138 |
YTD Gross Income corporate trust and agency | $7,000 | 84 |
Investment management and investment advisory agency accounts income | $755,000 | 89 |
Foundation and endowment and agency accounts income | $7,000 | 223 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $90,000 | 107 |
YTD Gross income other trust accounts | $117,000 | 57 |
Gross Fiduciary activities income | $2,826,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,865,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $354,000 | 156 |
YTD Gross Income employee benefit defined benefit | $1,710,000 | 38 |
YTD Gross Income from other retirement accounts | $550,000 | 133 |
YTD Gross Income corporate trust and agency | $33,000 | 107 |
Investment management and investment advisory agency accounts income | $2,921,000 | 83 |
Foundation and endowment and agency accounts income | $29,000 | 261 |
YTD Gross income other trust and agency accounts | $18,000 | 108 |
YTD Gross income custody and safekeeping agency accounts | $354,000 | 103 |
YTD Gross income other trust accounts | $393,000 | 79 |
Gross Fiduciary activities income | $11,227,000 | 89 |
YTD fiduciary expense (Dec. only) | $8,390,000 | 101 |
YTD fiduciary net loss (Dec. only) | $8,000 | 129 |
YTD fiduciary intracompany income (Dec. only) | $64,000 | 122 |
YTD net fiduciary income (Dec. only) | $2,893,000 | 97 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,640,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $258,000 | 154 |
YTD Gross Income employee benefit defined benefit | $1,287,000 | 39 |
YTD Gross Income from other retirement accounts | $422,000 | 131 |
YTD Gross Income corporate trust and agency | $26,000 | 83 |
Investment management and investment advisory agency accounts income | $2,214,000 | 85 |
Foundation and endowment and agency accounts income | $26,000 | 213 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $274,000 | 109 |
YTD Gross income other trust accounts | $312,000 | 72 |
Gross Fiduciary activities income | $8,474,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,420,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $173,000 | 155 |
YTD Gross Income employee benefit defined benefit | $833,000 | 38 |
YTD Gross Income from other retirement accounts | $280,000 | 134 |
YTD Gross Income corporate trust and agency | $17,000 | 86 |
Investment management and investment advisory agency accounts income | $1,488,000 | 83 |
Foundation and endowment and agency accounts income | $17,000 | 212 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $186,000 | 108 |
YTD Gross income other trust accounts | $291,000 | 59 |
Gross Fiduciary activities income | $5,715,000 | 90 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,196,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $87,000 | 157 |
YTD Gross Income employee benefit defined benefit | $430,000 | 38 |
YTD Gross Income from other retirement accounts | $138,000 | 138 |
YTD Gross Income corporate trust and agency | $10,000 | 79 |
Investment management and investment advisory agency accounts income | $741,000 | 81 |
Foundation and endowment and agency accounts income | $8,000 | 211 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $90,000 | 110 |
YTD Gross income other trust accounts | $149,000 | 55 |
Gross Fiduciary activities income | $2,856,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,019,000 | 97 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $345,000 | 161 |
YTD Gross Income employee benefit defined benefit | $1,603,000 | 42 |
YTD Gross Income from other retirement accounts | $510,000 | 138 |
YTD Gross Income corporate trust and agency | $41,000 | 105 |
Investment management and investment advisory agency accounts income | $2,662,000 | 88 |
Foundation and endowment and agency accounts income | $35,000 | 251 |
YTD Gross income other trust and agency accounts | $18,000 | 113 |
YTD Gross income custody and safekeeping agency accounts | $325,000 | 116 |
YTD Gross income other trust accounts | $772,000 | 53 |
Gross Fiduciary activities income | $9,330,000 | 95 |
YTD fiduciary expense (Dec. only) | $7,259,000 | 110 |
YTD fiduciary net loss (Dec. only) | $-31,000 | 7,654 |
YTD fiduciary intracompany income (Dec. only) | $747,000 | 47 |
YTD net fiduciary income (Dec. only) | $2,849,000 | 98 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,837,000 | 119 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $262,000 | 155 |
YTD Gross Income employee benefit defined benefit | $1,187,000 | 38 |
YTD Gross Income from other retirement accounts | $371,000 | 139 |
YTD Gross Income corporate trust and agency | $32,000 | 90 |
Investment management and investment advisory agency accounts income | $1,936,000 | 86 |
Foundation and endowment and agency accounts income | $26,000 | 204 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $247,000 | 111 |
YTD Gross income other trust accounts | $666,000 | 51 |
Gross Fiduciary activities income | $6,579,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,258,000 | 117 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $177,000 | 157 |
YTD Gross Income employee benefit defined benefit | $776,000 | 40 |
YTD Gross Income from other retirement accounts | $254,000 | 134 |
YTD Gross Income corporate trust and agency | $18,000 | 91 |
Investment management and investment advisory agency accounts income | $1,237,000 | 92 |
Foundation and endowment and agency accounts income | $30,000 | 174 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $165,000 | 113 |
YTD Gross income other trust accounts | $118,000 | 94 |
Gross Fiduciary activities income | $4,045,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $563,000 | 130 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $84,000 | 160 |
YTD Gross Income employee benefit defined benefit | $378,000 | 40 |
YTD Gross Income from other retirement accounts | $110,000 | 146 |
YTD Gross Income corporate trust and agency | $10,000 | 85 |
Investment management and investment advisory agency accounts income | $598,000 | 92 |
Foundation and endowment and agency accounts income | $19,000 | 162 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $108,000 | 104 |
YTD Gross income other trust accounts | $87,000 | 71 |
Gross Fiduciary activities income | $1,965,000 | 105 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,134,000 | 127 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $281,000 | 165 |
YTD Gross Income employee benefit defined benefit | $1,428,000 | 41 |
YTD Gross Income from other retirement accounts | $398,000 | 147 |
YTD Gross Income corporate trust and agency | $36,000 | 121 |
Investment management and investment advisory agency accounts income | $2,110,000 | 95 |
Foundation and endowment and agency accounts income | $56,000 | 187 |
YTD Gross income other trust and agency accounts | $18,000 | 119 |
YTD Gross income custody and safekeeping agency accounts | $350,000 | 119 |
YTD Gross income other trust accounts | $632,000 | 63 |
Gross Fiduciary activities income | $7,443,000 | 107 |
YTD fiduciary expense (Dec. only) | $6,722,000 | 111 |
YTD fiduciary net loss (Dec. only) | $97,000 | 58 |
YTD fiduciary intracompany income (Dec. only) | $1,119,000 | 38 |
YTD net fiduciary income (Dec. only) | $1,743,000 | 126 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,574,000 | 132 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $170,000 | 178 |
YTD Gross Income employee benefit defined benefit | $1,048,000 | 41 |
YTD Gross Income from other retirement accounts | $323,000 | 136 |
YTD Gross Income corporate trust and agency | $29,000 | 95 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $241,000 | 125 |
YTD Gross income other trust accounts | $516,000 | 64 |
Gross Fiduciary activities income | $5,493,000 | 107 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,006,000 | 142 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $105,000 | 186 |
YTD Gross Income employee benefit defined benefit | $703,000 | 42 |
YTD Gross Income from other retirement accounts | $208,000 | 134 |
YTD Gross Income corporate trust and agency | $14,000 | 100 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $157,000 | 130 |
YTD Gross income other trust accounts | $401,000 | 62 |
Gross Fiduciary activities income | $3,632,000 | 108 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $468,000 | 144 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $55,000 | 184 |
YTD Gross Income employee benefit defined benefit | $334,000 | 39 |
YTD Gross Income from other retirement accounts | $85,000 | 162 |
YTD Gross Income corporate trust and agency | $7,000 | 100 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $80,000 | 122 |
YTD Gross income other trust accounts | $34,000 | 127 |
Gross Fiduciary activities income | $1,575,000 | 121 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $41,000 | 108 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,905,000 | 115 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,375,000 | 112 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,350,000 | 115 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,220,000 | 112 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $48,000 | 102 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $10,445,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,345,000 | 95 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,855,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,189,000 | 92 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,895,000 | 125 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,191,000 | 150 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,842,000 | 155 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,400,000 | 153 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,814,000 | 145 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,348,000 | 144 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,652,000 | 154 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,376,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $12,000 | 151 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,421,000 | 146 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,185,000 | 142 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,757,000 | 145 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,259,000 | 154 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $352,000 | 56 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,024,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,941,000 | 155 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,503,000 | 164 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $586,000 | 256 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $7,000 | 177 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,355,000 | 259 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $100,000 | 100 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,309,000 | 367 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,705,000 | 312 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,722,000 | 348 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,495,000 | 377 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,462,000 | 384 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,385,000 | 429 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,266,000 | 477 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,086,000 | 508 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $984,000 | 546 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $937,000 | 568 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |