Home > NBT Bank > Gross Fiduciary and Related Services Income

NBT Bank, Gross Fiduciary and Related Services Income

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,972,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,063,00037
YTD Gross Income employee benefit defined benefit$58,00089
YTD Gross Income from other retirement accounts$543,000108
YTD Gross Income corporate trust and agency$3,00068
Investment management and investment advisory agency accounts income$1,942,00099
Foundation and endowment and agency accounts income$0297
YTD Gross income other trust and agency accounts$095
YTD Gross income custody and safekeeping agency accounts$476,00068
YTD Gross income other trust accounts$49,00095
Gross Fiduciary activities income$7,106,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,877,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,945,00035
YTD Gross Income employee benefit defined benefit$290,00077
YTD Gross Income from other retirement accounts$1,953,000110
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$7,533,00096
Foundation and endowment and agency accounts income$0360
YTD Gross income other trust and agency accounts$0129
YTD Gross income custody and safekeeping agency accounts$1,644,00067
YTD Gross income other trust accounts$207,000106
Gross Fiduciary activities income$26,449,000110
YTD fiduciary expense (Dec. only)$11,215,000137
YTD fiduciary net loss (Dec. only)$36,000106
YTD fiduciary intracompany income (Dec. only)$816,00060
YTD net fiduciary income (Dec. only)$16,014,00074
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,187,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,859,00038
YTD Gross Income employee benefit defined benefit$223,00075
YTD Gross Income from other retirement accounts$1,473,000111
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$5,598,00098
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accounts$0103
YTD Gross income custody and safekeeping agency accounts$1,183,00069
YTD Gross income other trust accounts$156,00099
Gross Fiduciary activities income$19,679,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,257,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,860,00040
YTD Gross Income employee benefit defined benefit$156,00073
YTD Gross Income from other retirement accounts$959,000112
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$3,687,00097
Foundation and endowment and agency accounts income$0351
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$739,00070
YTD Gross income other trust accounts$109,000103
Gross Fiduciary activities income$12,767,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,512,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,112,00033
YTD Gross Income employee benefit defined benefit$51,000134
YTD Gross Income from other retirement accounts$305,000154
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$1,870,000142
Foundation and endowment and agency accounts income$0294
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$327,00072
YTD Gross income other trust accounts$66,00089
Gross Fiduciary activities income$6,243,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,178,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,972,00048
YTD Gross Income employee benefit defined benefit$490,00061
YTD Gross Income from other retirement accounts$1,771,000106
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$5,835,000149
Foundation and endowment and agency accounts income$0348
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$1,273,00073
YTD Gross income other trust accounts$136,000110
Gross Fiduciary activities income$21,655,000109
YTD fiduciary expense (Dec. only)$8,678,000142
YTD fiduciary net loss (Dec. only)$3,000186
YTD fiduciary intracompany income (Dec. only)$696,00058
YTD net fiduciary income (Dec. only)$13,670,00078
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,767,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,180,00047
YTD Gross Income employee benefit defined benefit$403,00059
YTD Gross Income from other retirement accounts$1,218,000113
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$4,063,000154
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$965,00074
YTD Gross income other trust accounts$162,00095
Gross Fiduciary activities income$15,758,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,115,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,100,00061
YTD Gross Income employee benefit defined benefit$326,00052
YTD Gross Income from other retirement accounts$1,013,00095
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$2,481,000154
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$604,00070
YTD Gross income other trust accounts$113,000101
Gross Fiduciary activities income$9,752,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,013,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$807,00045
YTD Gross Income employee benefit defined benefit$106,00068
YTD Gross Income from other retirement accounts$350,000127
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,234,000114
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$344,00074
YTD Gross income other trust accounts$59,00088
Gross Fiduciary activities income$4,913,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,999,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,081,00050
YTD Gross Income employee benefit defined benefit$475,00071
YTD Gross Income from other retirement accounts$1,205,000148
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$4,943,000115
Foundation and endowment and agency accounts income$0363
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$1,198,00080
YTD Gross income other trust accounts$161,000114
Gross Fiduciary activities income$20,062,000118
YTD fiduciary expense (Dec. only)$7,271,000163
YTD fiduciary net loss (Dec. only)$28,000107
YTD fiduciary intracompany income (Dec. only)$756,00058
YTD net fiduciary income (Dec. only)$13,519,00079
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,012,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,913,00057
YTD Gross Income employee benefit defined benefit$396,00064
YTD Gross Income from other retirement accounts$1,315,000114
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$3,791,000115
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$910,00079
YTD Gross income other trust accounts$156,000100
Gross Fiduciary activities income$15,493,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,513,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,101,00058
YTD Gross Income employee benefit defined benefit$303,00055
YTD Gross Income from other retirement accounts$988,00098
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$2,613,000104
Foundation and endowment and agency accounts income$0326
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$568,00070
YTD Gross income other trust accounts$107,00087
Gross Fiduciary activities income$10,193,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,299,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$376,00078
YTD Gross Income employee benefit defined benefit$192,00051
YTD Gross Income from other retirement accounts$711,00078
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,358,000101
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$311,00072
YTD Gross income other trust accounts$53,00074
Gross Fiduciary activities income$5,300,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,464,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,489,00043
YTD Gross Income employee benefit defined benefit$416,00068
YTD Gross Income from other retirement accounts$1,361,000131
YTD Gross Income corporate trust and agency$1,000135
Investment management and investment advisory agency accounts income$5,174,000103
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,201,00065
YTD Gross income other trust accounts$205,00090
Gross Fiduciary activities income$21,311,00097
YTD fiduciary expense (Dec. only)$6,828,000139
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$768,00049
YTD net fiduciary income (Dec. only)$15,251,00065
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,172,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,680,00041
YTD Gross Income employee benefit defined benefit$295,00067
YTD Gross Income from other retirement accounts$958,000139
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$3,862,000100
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$898,00063
YTD Gross income other trust accounts$145,00091
Gross Fiduciary activities income$16,012,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,571,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,680,00043
YTD Gross Income employee benefit defined benefit$235,00061
YTD Gross Income from other retirement accounts$755,000124
YTD Gross Income corporate trust and agency$1,000116
Investment management and investment advisory agency accounts income$2,537,00097
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$589,00064
YTD Gross income other trust accounts$93,00094
Gross Fiduciary activities income$10,461,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,253,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$807,00047
YTD Gross Income employee benefit defined benefit$112,00063
YTD Gross Income from other retirement accounts$357,000125
YTD Gross Income corporate trust and agency$1,00095
Investment management and investment advisory agency accounts income$1,253,00098
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$287,00065
YTD Gross income other trust accounts$46,00087
Gross Fiduciary activities income$5,116,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,901,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,027,00046
YTD Gross Income employee benefit defined benefit$368,00068
YTD Gross Income from other retirement accounts$1,302,000126
YTD Gross Income corporate trust and agency$1,000140
Investment management and investment advisory agency accounts income$4,482,000101
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,129,00069
YTD Gross income other trust accounts$196,00098
Gross Fiduciary activities income$19,406,00093
YTD fiduciary expense (Dec. only)$5,754,000153
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$1,872,00033
YTD net fiduciary income (Dec. only)$15,518,00049
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,730,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,235,00046
YTD Gross Income employee benefit defined benefit$266,00069
YTD Gross Income from other retirement accounts$986,000120
YTD Gross Income corporate trust and agency$1,000116
Investment management and investment advisory agency accounts income$3,342,000100
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$851,00067
YTD Gross income other trust accounts$148,00092
Gross Fiduciary activities income$14,559,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,247,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,639,00039
YTD Gross Income employee benefit defined benefit$121,00084
YTD Gross Income from other retirement accounts$502,000144
YTD Gross Income corporate trust and agency$1,000123
Investment management and investment advisory agency accounts income$2,202,000100
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$565,00065
YTD Gross income other trust accounts$99,00098
Gross Fiduciary activities income$9,376,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,204,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$766,00047
YTD Gross Income employee benefit defined benefit$62,00078
YTD Gross Income from other retirement accounts$310,000123
YTD Gross Income corporate trust and agency$1,00094
Investment management and investment advisory agency accounts income$1,165,00099
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$286,00070
YTD Gross income other trust accounts$59,00082
Gross Fiduciary activities income$4,853,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,039,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,845,00049
YTD Gross Income employee benefit defined benefit$551,00055
YTD Gross Income from other retirement accounts$1,058,000137
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$4,399,00098
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,099,00069
YTD Gross income other trust accounts$172,000104
Gross Fiduciary activities income$19,164,00095
YTD fiduciary expense (Dec. only)$6,914,000133
YTD fiduciary net loss (Dec. only)$18,00086
YTD fiduciary intracompany income (Dec. only)$231,00083
YTD net fiduciary income (Dec. only)$12,463,00054
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,875,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,149,00048
YTD Gross Income employee benefit defined benefit$394,00058
YTD Gross Income from other retirement accounts$823,000129
YTD Gross Income corporate trust and agency$1,000107
Investment management and investment advisory agency accounts income$3,292,00098
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$822,00067
YTD Gross income other trust accounts$135,000100
Gross Fiduciary activities income$14,491,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,278,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,650,00043
YTD Gross Income employee benefit defined benefit$185,00070
YTD Gross Income from other retirement accounts$377,000165
YTD Gross Income corporate trust and agency$1,000113
Investment management and investment advisory agency accounts income$2,170,00097
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$537,00067
YTD Gross income other trust accounts$84,000101
Gross Fiduciary activities income$9,282,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,119,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$884,00042
YTD Gross Income employee benefit defined benefit$71,00078
YTD Gross Income from other retirement accounts$115,000227
YTD Gross Income corporate trust and agency$1,00097
Investment management and investment advisory agency accounts income$1,063,000100
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$263,00066
YTD Gross income other trust accounts$35,00098
Gross Fiduciary activities income$4,551,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,413,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,499,00054
YTD Gross Income employee benefit defined benefit$407,00073
YTD Gross Income from other retirement accounts$1,270,000111
YTD Gross Income corporate trust and agency$1,000159
Investment management and investment advisory agency accounts income$4,731,00094
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$1,102,00066
YTD Gross income other trust accounts$101,000123
Gross Fiduciary activities income$19,524,00090
YTD fiduciary expense (Dec. only)$6,959,000129
YTD fiduciary net loss (Dec. only)$21,000109
YTD fiduciary intracompany income (Dec. only)$845,00048
YTD net fiduciary income (Dec. only)$13,389,00052
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,184,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,884,00052
YTD Gross Income employee benefit defined benefit$315,00073
YTD Gross Income from other retirement accounts$999,000102
YTD Gross Income corporate trust and agency$1,000127
Investment management and investment advisory agency accounts income$3,671,00090
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$836,00067
YTD Gross income other trust accounts$61,000129
Gross Fiduciary activities income$14,951,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,917,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,474,00046
YTD Gross Income employee benefit defined benefit$161,00080
YTD Gross Income from other retirement accounts$502,000133
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$2,501,00090
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$558,00067
YTD Gross income other trust accounts$28,000141
Gross Fiduciary activities income$10,143,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,257,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$647,00053
YTD Gross Income employee benefit defined benefit$87,00078
YTD Gross Income from other retirement accounts$324,000102
YTD Gross Income corporate trust and agency$1,000110
Investment management and investment advisory agency accounts income$1,283,00088
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$267,00066
YTD Gross income other trust accounts$13,000130
Gross Fiduciary activities income$4,878,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,661,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,090,00044
YTD Gross Income employee benefit defined benefit$332,00077
YTD Gross Income from other retirement accounts$1,069,000114
YTD Gross Income corporate trust and agency$1,000179
Investment management and investment advisory agency accounts income$4,911,00090
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$1,044,00065
YTD Gross income other trust accounts$54,000165
Gross Fiduciary activities income$20,162,00089
YTD fiduciary expense (Dec. only)$7,817,000125
YTD fiduciary net loss (Dec. only)$75,00062
YTD fiduciary intracompany income (Dec. only)$346,00081
YTD net fiduciary income (Dec. only)$12,616,00055
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,245,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,267,00044
YTD Gross Income employee benefit defined benefit$216,00081
YTD Gross Income from other retirement accounts$890,000103
YTD Gross Income corporate trust and agency$1,000128
Investment management and investment advisory agency accounts income$3,630,00087
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$762,00066
YTD Gross income other trust accounts$31,000149
Gross Fiduciary activities income$15,043,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,907,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,457,00044
YTD Gross Income employee benefit defined benefit$112,00092
YTD Gross Income from other retirement accounts$586,000104
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$2,392,00087
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$508,00067
YTD Gross income other trust accounts$21,000145
Gross Fiduciary activities income$9,984,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,214,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$678,00046
YTD Gross Income employee benefit defined benefit$38,000105
YTD Gross Income from other retirement accounts$314,00096
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$1,162,00089
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$260,00066
YTD Gross income other trust accounts$10,000128
Gross Fiduciary activities income$4,677,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,354,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,865,00041
YTD Gross Income employee benefit defined benefit$111,000117
YTD Gross Income from other retirement accounts$1,167,00098
YTD Gross Income corporate trust and agency$1,000176
Investment management and investment advisory agency accounts income$4,550,00085
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$993,00067
YTD Gross income other trust accounts$57,000162
Gross Fiduciary activities income$19,098,00088
YTD fiduciary expense (Dec. only)$7,218,000127
YTD fiduciary net loss (Dec. only)$13,000109
YTD fiduciary intracompany income (Dec. only)$363,00073
YTD net fiduciary income (Dec. only)$12,230,00050
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,084,00046
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,988,00045
YTD Gross Income employee benefit defined benefit$81,000115
YTD Gross Income from other retirement accounts$912,00094
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$3,393,00085
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$742,00068
YTD Gross income other trust accounts$42,000140
Gross Fiduciary activities income$14,243,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,890,00048
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,289,00046
YTD Gross Income employee benefit defined benefit$63,000106
YTD Gross Income from other retirement accounts$592,00094
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,240,00086
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$476,00064
YTD Gross income other trust accounts$27,000146
Gross Fiduciary activities income$9,577,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,220,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$646,00045
YTD Gross Income employee benefit defined benefit$38,000105
YTD Gross Income from other retirement accounts$273,00097
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,097,00086
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$234,00063
YTD Gross income other trust accounts$27,000108
Gross Fiduciary activities income$4,535,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,762,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,042,00058
YTD Gross Income employee benefit defined benefit$766,00051
YTD Gross Income from other retirement accounts$1,334,00088
YTD Gross Income corporate trust and agency$32,00096
Investment management and investment advisory agency accounts income$4,486,00083
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$964,00071
YTD Gross income other trust accounts$198,00089
Gross Fiduciary activities income$19,584,00082
YTD fiduciary expense (Dec. only)$6,743,000131
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$12,841,00047
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,316,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,517,00057
YTD Gross Income employee benefit defined benefit$569,00051
YTD Gross Income from other retirement accounts$991,00088
YTD Gross Income corporate trust and agency$39,00072
Investment management and investment advisory agency accounts income$3,372,00081
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$733,00071
YTD Gross income other trust accounts$160,00085
Gross Fiduciary activities income$14,697,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,015,00047
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,012,00060
YTD Gross Income employee benefit defined benefit$380,00053
YTD Gross Income from other retirement accounts$661,00088
YTD Gross Income corporate trust and agency$29,00072
Investment management and investment advisory agency accounts income$2,247,00082
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$477,00072
YTD Gross income other trust accounts$128,00086
Gross Fiduciary activities income$9,949,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,263,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$479,00059
YTD Gross Income employee benefit defined benefit$180,00053
YTD Gross Income from other retirement accounts$313,00091
YTD Gross Income corporate trust and agency$15,00068
Investment management and investment advisory agency accounts income$1,104,00082
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$228,00072
YTD Gross income other trust accounts$30,000106
Gross Fiduciary activities income$4,612,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,964,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,417,00048
YTD Gross Income employee benefit defined benefit$1,033,00045
YTD Gross Income from other retirement accounts$526,000174
YTD Gross Income corporate trust and agency$58,00086
Investment management and investment advisory agency accounts income$1,548,000167
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$3,668,00045
YTD Gross income other trust accounts$5,322,00021
Gross Fiduciary activities income$19,536,00080
YTD fiduciary expense (Dec. only)$6,743,000127
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$12,793,00048
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,698,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,928,00045
YTD Gross Income employee benefit defined benefit$676,00049
YTD Gross Income from other retirement accounts$426,000161
YTD Gross Income corporate trust and agency$41,00072
Investment management and investment advisory agency accounts income$1,128,000168
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,756,00044
YTD Gross income other trust accounts$3,943,00022
Gross Fiduciary activities income$14,596,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,490,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,295,00046
YTD Gross Income employee benefit defined benefit$465,00050
YTD Gross Income from other retirement accounts$278,000163
YTD Gross Income corporate trust and agency$26,00070
Investment management and investment advisory agency accounts income$737,000174
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,825,00045
YTD Gross income other trust accounts$2,575,00023
Gross Fiduciary activities income$9,691,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,242,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$618,00047
YTD Gross Income employee benefit defined benefit$208,00054
YTD Gross Income from other retirement accounts$126,000176
YTD Gross Income corporate trust and agency$12,00067
Investment management and investment advisory agency accounts income$357,000174
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$927,00045
YTD Gross income other trust accounts$1,090,00025
Gross Fiduciary activities income$4,580,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,413,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,271,00051
YTD Gross Income employee benefit defined benefit$790,00051
YTD Gross Income from other retirement accounts$498,000167
YTD Gross Income corporate trust and agency$45,00092
Investment management and investment advisory agency accounts income$1,226,000179
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$3,332,00049
YTD Gross income other trust accounts$4,607,00025
Gross Fiduciary activities income$17,182,00083
YTD fiduciary expense (Dec. only)$6,125,000132
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$11,057,00043
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,177,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,639,00052
YTD Gross Income employee benefit defined benefit$570,00050
YTD Gross Income from other retirement accounts$360,000160
YTD Gross Income corporate trust and agency$33,00072
Investment management and investment advisory agency accounts income$899,000177
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,442,00048
YTD Gross income other trust accounts$3,209,00026
Gross Fiduciary activities income$12,329,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,992,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$996,00054
YTD Gross Income employee benefit defined benefit$368,00053
YTD Gross Income from other retirement accounts$243,000162
YTD Gross Income corporate trust and agency$23,00072
Investment management and investment advisory agency accounts income$566,000181
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,580,00049
YTD Gross income other trust accounts$2,073,00025
Gross Fiduciary activities income$7,841,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$894,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$430,00062
YTD Gross Income employee benefit defined benefit$144,00060
YTD Gross Income from other retirement accounts$93,000201
YTD Gross Income corporate trust and agency$8,00074
Investment management and investment advisory agency accounts income$274,000184
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$707,00050
YTD Gross income other trust accounts$472,00032
Gross Fiduciary activities income$3,022,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,136,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,838,00057
YTD Gross Income employee benefit defined benefit$701,00057
YTD Gross Income from other retirement accounts$291,000225
YTD Gross Income corporate trust and agency$32,000102
Investment management and investment advisory agency accounts income$680,000232
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$2,584,00049
YTD Gross income other trust accounts$310,00076
Gross Fiduciary activities income$9,572,000110
YTD fiduciary expense (Dec. only)$3,886,000166
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$5,686,00062
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,317,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,366,00054
YTD Gross Income employee benefit defined benefit$538,00056
YTD Gross Income from other retirement accounts$224,000210
YTD Gross Income corporate trust and agency$25,00081
Investment management and investment advisory agency accounts income$492,000226
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,917,00049
YTD Gross income other trust accounts$108,00099
Gross Fiduciary activities income$6,987,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,546,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$912,00055
YTD Gross Income employee benefit defined benefit$363,00055
YTD Gross Income from other retirement accounts$154,000204
YTD Gross Income corporate trust and agency$18,00078
Investment management and investment advisory agency accounts income$320,000232
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,262,00049
YTD Gross income other trust accounts$70,000106
Gross Fiduciary activities income$4,645,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$760,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$420,00059
YTD Gross Income employee benefit defined benefit$166,00055
YTD Gross Income from other retirement accounts$70,000215
YTD Gross Income corporate trust and agency$12,00076
Investment management and investment advisory agency accounts income$156,000229
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$607,00048
YTD Gross income other trust accounts$37,00092
Gross Fiduciary activities income$2,228,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,013,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,692,00060
YTD Gross Income employee benefit defined benefit$673,00053
YTD Gross Income from other retirement accounts$291,000214
YTD Gross Income corporate trust and agency$16,000125
Investment management and investment advisory agency accounts income$576,000248
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$2,579,00049
YTD Gross income other trust accounts$421,00076
Gross Fiduciary activities income$9,261,000101
YTD fiduciary expense (Dec. only)$3,973,000158
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$5,288,00060
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,057,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,247,00060
YTD Gross Income employee benefit defined benefit$505,00057
YTD Gross Income from other retirement accounts$213,000212
YTD Gross Income corporate trust and agency$11,000103
Investment management and investment advisory agency accounts income$534,000215
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,846,00049
YTD Gross income other trust accounts$223,00081
Gross Fiduciary activities income$6,691,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,374,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$846,00062
YTD Gross Income employee benefit defined benefit$352,00055
YTD Gross Income from other retirement accounts$139,000213
YTD Gross Income corporate trust and agency$11,00098
Investment management and investment advisory agency accounts income$356,000214
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,212,00049
YTD Gross income other trust accounts$171,00078
Gross Fiduciary activities income$4,501,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$640,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$413,00062
YTD Gross Income employee benefit defined benefit$159,00060
YTD Gross Income from other retirement accounts$83,000196
YTD Gross Income corporate trust and agency$5,00094
Investment management and investment advisory agency accounts income$182,000216
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$592,00051
YTD Gross income other trust accounts$44,00095
Gross Fiduciary activities income$2,138,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,481,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,533,00066
YTD Gross Income employee benefit defined benefit$587,00060
YTD Gross Income from other retirement accounts$317,000193
YTD Gross Income corporate trust and agency$20,000125
Investment management and investment advisory agency accounts income$623,000224
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$68,00069
YTD Gross income custody and safekeeping agency accounts$2,137,00048
YTD Gross income other trust accounts$333,00081
Gross Fiduciary activities income$8,099,000103
YTD fiduciary expense (Dec. only)$3,826,000167
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$4,273,00067
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,710,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,141,00065
YTD Gross Income employee benefit defined benefit$444,00061
YTD Gross Income from other retirement accounts$232,000181
YTD Gross Income corporate trust and agency$16,000102
Investment management and investment advisory agency accounts income$422,000222
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,600,00049
YTD Gross income other trust accounts$130,000102
Gross Fiduciary activities income$5,743,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,163,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$785,00068
YTD Gross Income employee benefit defined benefit$310,00057
YTD Gross Income from other retirement accounts$164,000179
YTD Gross Income corporate trust and agency$10,000106
Investment management and investment advisory agency accounts income$245,000234
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,074,00048
YTD Gross income other trust accounts$86,000101
Gross Fiduciary activities income$3,868,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$579,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$359,00070
YTD Gross Income employee benefit defined benefit$145,00061
YTD Gross Income from other retirement accounts$77,000187
YTD Gross Income corporate trust and agency$6,00098
Investment management and investment advisory agency accounts income$135,000223
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$502,00054
YTD Gross income other trust accounts$44,000103
Gross Fiduciary activities income$1,863,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,117,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,350,00071
YTD Gross Income employee benefit defined benefit$560,00056
YTD Gross Income from other retirement accounts$291,000186
YTD Gross Income corporate trust and agency$20,000137
Investment management and investment advisory agency accounts income$504,000240
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$57,00080
YTD Gross income custody and safekeeping agency accounts$1,879,00056
YTD Gross income other trust accounts$284,00097
Gross Fiduciary activities income$7,062,000111
YTD fiduciary expense (Dec. only)$4,538,000144
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$2,524,00098
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,569,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$991,00070
YTD Gross Income employee benefit defined benefit$414,00055
YTD Gross Income from other retirement accounts$221,000175
YTD Gross Income corporate trust and agency$15,000106
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,393,00062
YTD Gross income other trust accounts$67,000142
Gross Fiduciary activities income$5,090,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,082,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$629,00070
YTD Gross Income employee benefit defined benefit$264,00057
YTD Gross Income from other retirement accounts$145,000174
YTD Gross Income corporate trust and agency$10,000106
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$928,00066
YTD Gross income other trust accounts$2,000208
Gross Fiduciary activities income$3,331,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$518,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$244,00079
YTD Gross Income employee benefit defined benefit$105,00062
YTD Gross Income from other retirement accounts$59,000202
YTD Gross Income corporate trust and agency$6,000102
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$419,00065
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,487,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$49,000106
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,601,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,834,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,036,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,856,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$60,00094
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,826,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,166,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,383,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,517,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$58,00097
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,916,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,452,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,942,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,418,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,276,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,981,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,628,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,315,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,851,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,614,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,377,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,174,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$304,00060
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,220,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,098,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,116,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$940,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$193,00080
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,074,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$193,00079
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,767,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,382,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,305,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,115,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,675,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,642,000308
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,439,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,511,000320
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,984,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,001,000306
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA