2025-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,972,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,063,000 | 37 |
YTD Gross Income employee benefit defined benefit | $58,000 | 89 |
YTD Gross Income from other retirement accounts | $543,000 | 108 |
YTD Gross Income corporate trust and agency | $3,000 | 68 |
Investment management and investment advisory agency accounts income | $1,942,000 | 99 |
Foundation and endowment and agency accounts income | $0 | 297 |
YTD Gross income other trust and agency accounts | $0 | 95 |
YTD Gross income custody and safekeeping agency accounts | $476,000 | 68 |
YTD Gross income other trust accounts | $49,000 | 95 |
Gross Fiduciary activities income | $7,106,000 | 113 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2024-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 6 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,877,000 | 111 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,945,000 | 35 |
YTD Gross Income employee benefit defined benefit | $290,000 | 77 |
YTD Gross Income from other retirement accounts | $1,953,000 | 110 |
YTD Gross Income corporate trust and agency | $0 | 193 |
Investment management and investment advisory agency accounts income | $7,533,000 | 96 |
Foundation and endowment and agency accounts income | $0 | 360 |
YTD Gross income other trust and agency accounts | $0 | 129 |
YTD Gross income custody and safekeeping agency accounts | $1,644,000 | 67 |
YTD Gross income other trust accounts | $207,000 | 106 |
Gross Fiduciary activities income | $26,449,000 | 110 |
YTD fiduciary expense (Dec. only) | $11,215,000 | 137 |
YTD fiduciary net loss (Dec. only) | $36,000 | 106 |
YTD fiduciary intracompany income (Dec. only) | $816,000 | 60 |
YTD net fiduciary income (Dec. only) | $16,014,000 | 74 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2024-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,187,000 | 112 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,859,000 | 38 |
YTD Gross Income employee benefit defined benefit | $223,000 | 75 |
YTD Gross Income from other retirement accounts | $1,473,000 | 111 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $5,598,000 | 98 |
Foundation and endowment and agency accounts income | $0 | 296 |
YTD Gross income other trust and agency accounts | $0 | 103 |
YTD Gross income custody and safekeeping agency accounts | $1,183,000 | 69 |
YTD Gross income other trust accounts | $156,000 | 99 |
Gross Fiduciary activities income | $19,679,000 | 113 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2024-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,257,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,860,000 | 40 |
YTD Gross Income employee benefit defined benefit | $156,000 | 73 |
YTD Gross Income from other retirement accounts | $959,000 | 112 |
YTD Gross Income corporate trust and agency | $0 | 174 |
Investment management and investment advisory agency accounts income | $3,687,000 | 97 |
Foundation and endowment and agency accounts income | $0 | 351 |
YTD Gross income other trust and agency accounts | $0 | 116 |
YTD Gross income custody and safekeeping agency accounts | $739,000 | 70 |
YTD Gross income other trust accounts | $109,000 | 103 |
Gross Fiduciary activities income | $12,767,000 | 122 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2024-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,512,000 | 77 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,112,000 | 33 |
YTD Gross Income employee benefit defined benefit | $51,000 | 134 |
YTD Gross Income from other retirement accounts | $305,000 | 154 |
YTD Gross Income corporate trust and agency | $0 | 95 |
Investment management and investment advisory agency accounts income | $1,870,000 | 142 |
Foundation and endowment and agency accounts income | $0 | 294 |
YTD Gross income other trust and agency accounts | $0 | 81 |
YTD Gross income custody and safekeeping agency accounts | $327,000 | 72 |
YTD Gross income other trust accounts | $66,000 | 89 |
Gross Fiduciary activities income | $6,243,000 | 110 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,178,000 | 79 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,972,000 | 48 |
YTD Gross Income employee benefit defined benefit | $490,000 | 61 |
YTD Gross Income from other retirement accounts | $1,771,000 | 106 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $5,835,000 | 149 |
Foundation and endowment and agency accounts income | $0 | 348 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $1,273,000 | 73 |
YTD Gross income other trust accounts | $136,000 | 110 |
Gross Fiduciary activities income | $21,655,000 | 109 |
YTD fiduciary expense (Dec. only) | $8,678,000 | 142 |
YTD fiduciary net loss (Dec. only) | $3,000 | 186 |
YTD fiduciary intracompany income (Dec. only) | $696,000 | 58 |
YTD net fiduciary income (Dec. only) | $13,670,000 | 78 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,767,000 | 81 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,180,000 | 47 |
YTD Gross Income employee benefit defined benefit | $403,000 | 59 |
YTD Gross Income from other retirement accounts | $1,218,000 | 113 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $4,063,000 | 154 |
Foundation and endowment and agency accounts income | $0 | 289 |
YTD Gross income other trust and agency accounts | $0 | 90 |
YTD Gross income custody and safekeeping agency accounts | $965,000 | 74 |
YTD Gross income other trust accounts | $162,000 | 95 |
Gross Fiduciary activities income | $15,758,000 | 109 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,115,000 | 82 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,100,000 | 61 |
YTD Gross Income employee benefit defined benefit | $326,000 | 52 |
YTD Gross Income from other retirement accounts | $1,013,000 | 95 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $2,481,000 | 154 |
Foundation and endowment and agency accounts income | $0 | 339 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $604,000 | 70 |
YTD Gross income other trust accounts | $113,000 | 101 |
Gross Fiduciary activities income | $9,752,000 | 112 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,013,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $807,000 | 45 |
YTD Gross Income employee benefit defined benefit | $106,000 | 68 |
YTD Gross Income from other retirement accounts | $350,000 | 127 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $1,234,000 | 114 |
Foundation and endowment and agency accounts income | $0 | 291 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $344,000 | 74 |
YTD Gross income other trust accounts | $59,000 | 88 |
Gross Fiduciary activities income | $4,913,000 | 115 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,999,000 | 82 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,081,000 | 50 |
YTD Gross Income employee benefit defined benefit | $475,000 | 71 |
YTD Gross Income from other retirement accounts | $1,205,000 | 148 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $4,943,000 | 115 |
Foundation and endowment and agency accounts income | $0 | 363 |
YTD Gross income other trust and agency accounts | $0 | 118 |
YTD Gross income custody and safekeeping agency accounts | $1,198,000 | 80 |
YTD Gross income other trust accounts | $161,000 | 114 |
Gross Fiduciary activities income | $20,062,000 | 118 |
YTD fiduciary expense (Dec. only) | $7,271,000 | 163 |
YTD fiduciary net loss (Dec. only) | $28,000 | 107 |
YTD fiduciary intracompany income (Dec. only) | $756,000 | 58 |
YTD net fiduciary income (Dec. only) | $13,519,000 | 79 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,012,000 | 81 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,913,000 | 57 |
YTD Gross Income employee benefit defined benefit | $396,000 | 64 |
YTD Gross Income from other retirement accounts | $1,315,000 | 114 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $3,791,000 | 115 |
Foundation and endowment and agency accounts income | $0 | 304 |
YTD Gross income other trust and agency accounts | $0 | 93 |
YTD Gross income custody and safekeeping agency accounts | $910,000 | 79 |
YTD Gross income other trust accounts | $156,000 | 100 |
Gross Fiduciary activities income | $15,493,000 | 118 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,513,000 | 66 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,101,000 | 58 |
YTD Gross Income employee benefit defined benefit | $303,000 | 55 |
YTD Gross Income from other retirement accounts | $988,000 | 98 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $2,613,000 | 104 |
Foundation and endowment and agency accounts income | $0 | 326 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $568,000 | 70 |
YTD Gross income other trust accounts | $107,000 | 87 |
Gross Fiduciary activities income | $10,193,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,299,000 | 65 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $376,000 | 78 |
YTD Gross Income employee benefit defined benefit | $192,000 | 51 |
YTD Gross Income from other retirement accounts | $711,000 | 78 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $1,358,000 | 101 |
Foundation and endowment and agency accounts income | $0 | 276 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $311,000 | 72 |
YTD Gross income other trust accounts | $53,000 | 74 |
Gross Fiduciary activities income | $5,300,000 | 101 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,464,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,489,000 | 43 |
YTD Gross Income employee benefit defined benefit | $416,000 | 68 |
YTD Gross Income from other retirement accounts | $1,361,000 | 131 |
YTD Gross Income corporate trust and agency | $1,000 | 135 |
Investment management and investment advisory agency accounts income | $5,174,000 | 103 |
Foundation and endowment and agency accounts income | $0 | 318 |
YTD Gross income other trust and agency accounts | $0 | 101 |
YTD Gross income custody and safekeeping agency accounts | $1,201,000 | 65 |
YTD Gross income other trust accounts | $205,000 | 90 |
Gross Fiduciary activities income | $21,311,000 | 97 |
YTD fiduciary expense (Dec. only) | $6,828,000 | 139 |
YTD fiduciary net loss (Dec. only) | $0 | 181 |
YTD fiduciary intracompany income (Dec. only) | $768,000 | 49 |
YTD net fiduciary income (Dec. only) | $15,251,000 | 65 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,172,000 | 61 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,680,000 | 41 |
YTD Gross Income employee benefit defined benefit | $295,000 | 67 |
YTD Gross Income from other retirement accounts | $958,000 | 139 |
YTD Gross Income corporate trust and agency | $2,000 | 97 |
Investment management and investment advisory agency accounts income | $3,862,000 | 100 |
Foundation and endowment and agency accounts income | $0 | 263 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $898,000 | 63 |
YTD Gross income other trust accounts | $145,000 | 91 |
Gross Fiduciary activities income | $16,012,000 | 95 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,571,000 | 61 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,680,000 | 43 |
YTD Gross Income employee benefit defined benefit | $235,000 | 61 |
YTD Gross Income from other retirement accounts | $755,000 | 124 |
YTD Gross Income corporate trust and agency | $1,000 | 116 |
Investment management and investment advisory agency accounts income | $2,537,000 | 97 |
Foundation and endowment and agency accounts income | $0 | 305 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $589,000 | 64 |
YTD Gross income other trust accounts | $93,000 | 94 |
Gross Fiduciary activities income | $10,461,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,253,000 | 60 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $807,000 | 47 |
YTD Gross Income employee benefit defined benefit | $112,000 | 63 |
YTD Gross Income from other retirement accounts | $357,000 | 125 |
YTD Gross Income corporate trust and agency | $1,000 | 95 |
Investment management and investment advisory agency accounts income | $1,253,000 | 98 |
Foundation and endowment and agency accounts income | $0 | 262 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $287,000 | 65 |
YTD Gross income other trust accounts | $46,000 | 87 |
Gross Fiduciary activities income | $5,116,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,901,000 | 56 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,027,000 | 46 |
YTD Gross Income employee benefit defined benefit | $368,000 | 68 |
YTD Gross Income from other retirement accounts | $1,302,000 | 126 |
YTD Gross Income corporate trust and agency | $1,000 | 140 |
Investment management and investment advisory agency accounts income | $4,482,000 | 101 |
Foundation and endowment and agency accounts income | $0 | 309 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $1,129,000 | 69 |
YTD Gross income other trust accounts | $196,000 | 98 |
Gross Fiduciary activities income | $19,406,000 | 93 |
YTD fiduciary expense (Dec. only) | $5,754,000 | 153 |
YTD fiduciary net loss (Dec. only) | $6,000 | 139 |
YTD fiduciary intracompany income (Dec. only) | $1,872,000 | 33 |
YTD net fiduciary income (Dec. only) | $15,518,000 | 49 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,730,000 | 55 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,235,000 | 46 |
YTD Gross Income employee benefit defined benefit | $266,000 | 69 |
YTD Gross Income from other retirement accounts | $986,000 | 120 |
YTD Gross Income corporate trust and agency | $1,000 | 116 |
Investment management and investment advisory agency accounts income | $3,342,000 | 100 |
Foundation and endowment and agency accounts income | $0 | 263 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $851,000 | 67 |
YTD Gross income other trust accounts | $148,000 | 92 |
Gross Fiduciary activities income | $14,559,000 | 93 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,247,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,639,000 | 39 |
YTD Gross Income employee benefit defined benefit | $121,000 | 84 |
YTD Gross Income from other retirement accounts | $502,000 | 144 |
YTD Gross Income corporate trust and agency | $1,000 | 123 |
Investment management and investment advisory agency accounts income | $2,202,000 | 100 |
Foundation and endowment and agency accounts income | $0 | 296 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $565,000 | 65 |
YTD Gross income other trust accounts | $99,000 | 98 |
Gross Fiduciary activities income | $9,376,000 | 95 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,204,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $766,000 | 47 |
YTD Gross Income employee benefit defined benefit | $62,000 | 78 |
YTD Gross Income from other retirement accounts | $310,000 | 123 |
YTD Gross Income corporate trust and agency | $1,000 | 94 |
Investment management and investment advisory agency accounts income | $1,165,000 | 99 |
Foundation and endowment and agency accounts income | $0 | 260 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $286,000 | 70 |
YTD Gross income other trust accounts | $59,000 | 82 |
Gross Fiduciary activities income | $4,853,000 | 94 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,039,000 | 56 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,845,000 | 49 |
YTD Gross Income employee benefit defined benefit | $551,000 | 55 |
YTD Gross Income from other retirement accounts | $1,058,000 | 137 |
YTD Gross Income corporate trust and agency | $1,000 | 128 |
Investment management and investment advisory agency accounts income | $4,399,000 | 98 |
Foundation and endowment and agency accounts income | $0 | 302 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $1,099,000 | 69 |
YTD Gross income other trust accounts | $172,000 | 104 |
Gross Fiduciary activities income | $19,164,000 | 95 |
YTD fiduciary expense (Dec. only) | $6,914,000 | 133 |
YTD fiduciary net loss (Dec. only) | $18,000 | 86 |
YTD fiduciary intracompany income (Dec. only) | $231,000 | 83 |
YTD net fiduciary income (Dec. only) | $12,463,000 | 54 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,875,000 | 56 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,149,000 | 48 |
YTD Gross Income employee benefit defined benefit | $394,000 | 58 |
YTD Gross Income from other retirement accounts | $823,000 | 129 |
YTD Gross Income corporate trust and agency | $1,000 | 107 |
Investment management and investment advisory agency accounts income | $3,292,000 | 98 |
Foundation and endowment and agency accounts income | $0 | 267 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $822,000 | 67 |
YTD Gross income other trust accounts | $135,000 | 100 |
Gross Fiduciary activities income | $14,491,000 | 94 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,278,000 | 58 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,650,000 | 43 |
YTD Gross Income employee benefit defined benefit | $185,000 | 70 |
YTD Gross Income from other retirement accounts | $377,000 | 165 |
YTD Gross Income corporate trust and agency | $1,000 | 113 |
Investment management and investment advisory agency accounts income | $2,170,000 | 97 |
Foundation and endowment and agency accounts income | $0 | 290 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $537,000 | 67 |
YTD Gross income other trust accounts | $84,000 | 101 |
Gross Fiduciary activities income | $9,282,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,119,000 | 57 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $884,000 | 42 |
YTD Gross Income employee benefit defined benefit | $71,000 | 78 |
YTD Gross Income from other retirement accounts | $115,000 | 227 |
YTD Gross Income corporate trust and agency | $1,000 | 97 |
Investment management and investment advisory agency accounts income | $1,063,000 | 100 |
Foundation and endowment and agency accounts income | $0 | 291 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $263,000 | 66 |
YTD Gross income other trust accounts | $35,000 | 98 |
Gross Fiduciary activities income | $4,551,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,413,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,499,000 | 54 |
YTD Gross Income employee benefit defined benefit | $407,000 | 73 |
YTD Gross Income from other retirement accounts | $1,270,000 | 111 |
YTD Gross Income corporate trust and agency | $1,000 | 159 |
Investment management and investment advisory agency accounts income | $4,731,000 | 94 |
Foundation and endowment and agency accounts income | $0 | 347 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $1,102,000 | 66 |
YTD Gross income other trust accounts | $101,000 | 123 |
Gross Fiduciary activities income | $19,524,000 | 90 |
YTD fiduciary expense (Dec. only) | $6,959,000 | 129 |
YTD fiduciary net loss (Dec. only) | $21,000 | 109 |
YTD fiduciary intracompany income (Dec. only) | $845,000 | 48 |
YTD net fiduciary income (Dec. only) | $13,389,000 | 52 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,184,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,884,000 | 52 |
YTD Gross Income employee benefit defined benefit | $315,000 | 73 |
YTD Gross Income from other retirement accounts | $999,000 | 102 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $3,671,000 | 90 |
Foundation and endowment and agency accounts income | $0 | 291 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $836,000 | 67 |
YTD Gross income other trust accounts | $61,000 | 129 |
Gross Fiduciary activities income | $14,951,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,917,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,474,000 | 46 |
YTD Gross Income employee benefit defined benefit | $161,000 | 80 |
YTD Gross Income from other retirement accounts | $502,000 | 133 |
YTD Gross Income corporate trust and agency | $1,000 | 115 |
Investment management and investment advisory agency accounts income | $2,501,000 | 90 |
Foundation and endowment and agency accounts income | $0 | 290 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $558,000 | 67 |
YTD Gross income other trust accounts | $28,000 | 141 |
Gross Fiduciary activities income | $10,143,000 | 90 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,257,000 | 53 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $647,000 | 53 |
YTD Gross Income employee benefit defined benefit | $87,000 | 78 |
YTD Gross Income from other retirement accounts | $324,000 | 102 |
YTD Gross Income corporate trust and agency | $1,000 | 110 |
Investment management and investment advisory agency accounts income | $1,283,000 | 88 |
Foundation and endowment and agency accounts income | $0 | 283 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $267,000 | 66 |
YTD Gross income other trust accounts | $13,000 | 130 |
Gross Fiduciary activities income | $4,878,000 | 95 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,661,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,090,000 | 44 |
YTD Gross Income employee benefit defined benefit | $332,000 | 77 |
YTD Gross Income from other retirement accounts | $1,069,000 | 114 |
YTD Gross Income corporate trust and agency | $1,000 | 179 |
Investment management and investment advisory agency accounts income | $4,911,000 | 90 |
Foundation and endowment and agency accounts income | $0 | 364 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $1,044,000 | 65 |
YTD Gross income other trust accounts | $54,000 | 165 |
Gross Fiduciary activities income | $20,162,000 | 89 |
YTD fiduciary expense (Dec. only) | $7,817,000 | 125 |
YTD fiduciary net loss (Dec. only) | $75,000 | 62 |
YTD fiduciary intracompany income (Dec. only) | $346,000 | 81 |
YTD net fiduciary income (Dec. only) | $12,616,000 | 55 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,245,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,267,000 | 44 |
YTD Gross Income employee benefit defined benefit | $216,000 | 81 |
YTD Gross Income from other retirement accounts | $890,000 | 103 |
YTD Gross Income corporate trust and agency | $1,000 | 128 |
Investment management and investment advisory agency accounts income | $3,630,000 | 87 |
Foundation and endowment and agency accounts income | $0 | 282 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $762,000 | 66 |
YTD Gross income other trust accounts | $31,000 | 149 |
Gross Fiduciary activities income | $15,043,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,907,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,457,000 | 44 |
YTD Gross Income employee benefit defined benefit | $112,000 | 92 |
YTD Gross Income from other retirement accounts | $586,000 | 104 |
YTD Gross Income corporate trust and agency | $1,000 | 120 |
Investment management and investment advisory agency accounts income | $2,392,000 | 87 |
Foundation and endowment and agency accounts income | $0 | 283 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $508,000 | 67 |
YTD Gross income other trust accounts | $21,000 | 145 |
Gross Fiduciary activities income | $9,984,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,214,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $678,000 | 46 |
YTD Gross Income employee benefit defined benefit | $38,000 | 105 |
YTD Gross Income from other retirement accounts | $314,000 | 96 |
YTD Gross Income corporate trust and agency | $1,000 | 101 |
Investment management and investment advisory agency accounts income | $1,162,000 | 89 |
Foundation and endowment and agency accounts income | $0 | 283 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $260,000 | 66 |
YTD Gross income other trust accounts | $10,000 | 128 |
Gross Fiduciary activities income | $4,677,000 | 90 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,354,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,865,000 | 41 |
YTD Gross Income employee benefit defined benefit | $111,000 | 117 |
YTD Gross Income from other retirement accounts | $1,167,000 | 98 |
YTD Gross Income corporate trust and agency | $1,000 | 176 |
Investment management and investment advisory agency accounts income | $4,550,000 | 85 |
Foundation and endowment and agency accounts income | $0 | 359 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $993,000 | 67 |
YTD Gross income other trust accounts | $57,000 | 162 |
Gross Fiduciary activities income | $19,098,000 | 88 |
YTD fiduciary expense (Dec. only) | $7,218,000 | 127 |
YTD fiduciary net loss (Dec. only) | $13,000 | 109 |
YTD fiduciary intracompany income (Dec. only) | $363,000 | 73 |
YTD net fiduciary income (Dec. only) | $12,230,000 | 50 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,084,000 | 46 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,988,000 | 45 |
YTD Gross Income employee benefit defined benefit | $81,000 | 115 |
YTD Gross Income from other retirement accounts | $912,000 | 94 |
YTD Gross Income corporate trust and agency | $1,000 | 130 |
Investment management and investment advisory agency accounts income | $3,393,000 | 85 |
Foundation and endowment and agency accounts income | $0 | 277 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $742,000 | 68 |
YTD Gross income other trust accounts | $42,000 | 140 |
Gross Fiduciary activities income | $14,243,000 | 85 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,890,000 | 48 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,289,000 | 46 |
YTD Gross Income employee benefit defined benefit | $63,000 | 106 |
YTD Gross Income from other retirement accounts | $592,000 | 94 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $2,240,000 | 86 |
Foundation and endowment and agency accounts income | $0 | 278 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $476,000 | 64 |
YTD Gross income other trust accounts | $27,000 | 146 |
Gross Fiduciary activities income | $9,577,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,220,000 | 50 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $646,000 | 45 |
YTD Gross Income employee benefit defined benefit | $38,000 | 105 |
YTD Gross Income from other retirement accounts | $273,000 | 97 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $1,097,000 | 86 |
Foundation and endowment and agency accounts income | $0 | 274 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $234,000 | 63 |
YTD Gross income other trust accounts | $27,000 | 108 |
Gross Fiduciary activities income | $4,535,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,762,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,042,000 | 58 |
YTD Gross Income employee benefit defined benefit | $766,000 | 51 |
YTD Gross Income from other retirement accounts | $1,334,000 | 88 |
YTD Gross Income corporate trust and agency | $32,000 | 96 |
Investment management and investment advisory agency accounts income | $4,486,000 | 83 |
Foundation and endowment and agency accounts income | $0 | 359 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $964,000 | 71 |
YTD Gross income other trust accounts | $198,000 | 89 |
Gross Fiduciary activities income | $19,584,000 | 82 |
YTD fiduciary expense (Dec. only) | $6,743,000 | 131 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $12,841,000 | 47 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,316,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,517,000 | 57 |
YTD Gross Income employee benefit defined benefit | $569,000 | 51 |
YTD Gross Income from other retirement accounts | $991,000 | 88 |
YTD Gross Income corporate trust and agency | $39,000 | 72 |
Investment management and investment advisory agency accounts income | $3,372,000 | 81 |
Foundation and endowment and agency accounts income | $0 | 276 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $733,000 | 71 |
YTD Gross income other trust accounts | $160,000 | 85 |
Gross Fiduciary activities income | $14,697,000 | 81 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,015,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,012,000 | 60 |
YTD Gross Income employee benefit defined benefit | $380,000 | 53 |
YTD Gross Income from other retirement accounts | $661,000 | 88 |
YTD Gross Income corporate trust and agency | $29,000 | 72 |
Investment management and investment advisory agency accounts income | $2,247,000 | 82 |
Foundation and endowment and agency accounts income | $0 | 275 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $477,000 | 72 |
YTD Gross income other trust accounts | $128,000 | 86 |
Gross Fiduciary activities income | $9,949,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,263,000 | 52 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $479,000 | 59 |
YTD Gross Income employee benefit defined benefit | $180,000 | 53 |
YTD Gross Income from other retirement accounts | $313,000 | 91 |
YTD Gross Income corporate trust and agency | $15,000 | 68 |
Investment management and investment advisory agency accounts income | $1,104,000 | 82 |
Foundation and endowment and agency accounts income | $0 | 272 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $228,000 | 72 |
YTD Gross income other trust accounts | $30,000 | 106 |
Gross Fiduciary activities income | $4,612,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,964,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,417,000 | 48 |
YTD Gross Income employee benefit defined benefit | $1,033,000 | 45 |
YTD Gross Income from other retirement accounts | $526,000 | 174 |
YTD Gross Income corporate trust and agency | $58,000 | 86 |
Investment management and investment advisory agency accounts income | $1,548,000 | 167 |
Foundation and endowment and agency accounts income | $0 | 361 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $3,668,000 | 45 |
YTD Gross income other trust accounts | $5,322,000 | 21 |
Gross Fiduciary activities income | $19,536,000 | 80 |
YTD fiduciary expense (Dec. only) | $6,743,000 | 127 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $12,793,000 | 48 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,698,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,928,000 | 45 |
YTD Gross Income employee benefit defined benefit | $676,000 | 49 |
YTD Gross Income from other retirement accounts | $426,000 | 161 |
YTD Gross Income corporate trust and agency | $41,000 | 72 |
Investment management and investment advisory agency accounts income | $1,128,000 | 168 |
Foundation and endowment and agency accounts income | $0 | 277 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,756,000 | 44 |
YTD Gross income other trust accounts | $3,943,000 | 22 |
Gross Fiduciary activities income | $14,596,000 | 81 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,490,000 | 85 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,295,000 | 46 |
YTD Gross Income employee benefit defined benefit | $465,000 | 50 |
YTD Gross Income from other retirement accounts | $278,000 | 163 |
YTD Gross Income corporate trust and agency | $26,000 | 70 |
Investment management and investment advisory agency accounts income | $737,000 | 174 |
Foundation and endowment and agency accounts income | $0 | 276 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,825,000 | 45 |
YTD Gross income other trust accounts | $2,575,000 | 23 |
Gross Fiduciary activities income | $9,691,000 | 81 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,242,000 | 87 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $618,000 | 47 |
YTD Gross Income employee benefit defined benefit | $208,000 | 54 |
YTD Gross Income from other retirement accounts | $126,000 | 176 |
YTD Gross Income corporate trust and agency | $12,000 | 67 |
Investment management and investment advisory agency accounts income | $357,000 | 174 |
Foundation and endowment and agency accounts income | $0 | 270 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $927,000 | 45 |
YTD Gross income other trust accounts | $1,090,000 | 25 |
Gross Fiduciary activities income | $4,580,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,413,000 | 86 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,271,000 | 51 |
YTD Gross Income employee benefit defined benefit | $790,000 | 51 |
YTD Gross Income from other retirement accounts | $498,000 | 167 |
YTD Gross Income corporate trust and agency | $45,000 | 92 |
Investment management and investment advisory agency accounts income | $1,226,000 | 179 |
Foundation and endowment and agency accounts income | $0 | 342 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $3,332,000 | 49 |
YTD Gross income other trust accounts | $4,607,000 | 25 |
Gross Fiduciary activities income | $17,182,000 | 83 |
YTD fiduciary expense (Dec. only) | $6,125,000 | 132 |
YTD fiduciary net loss (Dec. only) | $0 | 189 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $11,057,000 | 43 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,177,000 | 87 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,639,000 | 52 |
YTD Gross Income employee benefit defined benefit | $570,000 | 50 |
YTD Gross Income from other retirement accounts | $360,000 | 160 |
YTD Gross Income corporate trust and agency | $33,000 | 72 |
Investment management and investment advisory agency accounts income | $899,000 | 177 |
Foundation and endowment and agency accounts income | $0 | 259 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,442,000 | 48 |
YTD Gross income other trust accounts | $3,209,000 | 26 |
Gross Fiduciary activities income | $12,329,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,992,000 | 88 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $996,000 | 54 |
YTD Gross Income employee benefit defined benefit | $368,000 | 53 |
YTD Gross Income from other retirement accounts | $243,000 | 162 |
YTD Gross Income corporate trust and agency | $23,000 | 72 |
Investment management and investment advisory agency accounts income | $566,000 | 181 |
Foundation and endowment and agency accounts income | $0 | 259 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,580,000 | 49 |
YTD Gross income other trust accounts | $2,073,000 | 25 |
Gross Fiduciary activities income | $7,841,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $894,000 | 95 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $430,000 | 62 |
YTD Gross Income employee benefit defined benefit | $144,000 | 60 |
YTD Gross Income from other retirement accounts | $93,000 | 201 |
YTD Gross Income corporate trust and agency | $8,000 | 74 |
Investment management and investment advisory agency accounts income | $274,000 | 184 |
Foundation and endowment and agency accounts income | $0 | 262 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $707,000 | 50 |
YTD Gross income other trust accounts | $472,000 | 32 |
Gross Fiduciary activities income | $3,022,000 | 104 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,136,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,838,000 | 57 |
YTD Gross Income employee benefit defined benefit | $701,000 | 57 |
YTD Gross Income from other retirement accounts | $291,000 | 225 |
YTD Gross Income corporate trust and agency | $32,000 | 102 |
Investment management and investment advisory agency accounts income | $680,000 | 232 |
Foundation and endowment and agency accounts income | $0 | 335 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $2,584,000 | 49 |
YTD Gross income other trust accounts | $310,000 | 76 |
Gross Fiduciary activities income | $9,572,000 | 110 |
YTD fiduciary expense (Dec. only) | $3,886,000 | 166 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $5,686,000 | 62 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,317,000 | 103 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,366,000 | 54 |
YTD Gross Income employee benefit defined benefit | $538,000 | 56 |
YTD Gross Income from other retirement accounts | $224,000 | 210 |
YTD Gross Income corporate trust and agency | $25,000 | 81 |
Investment management and investment advisory agency accounts income | $492,000 | 226 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,917,000 | 49 |
YTD Gross income other trust accounts | $108,000 | 99 |
Gross Fiduciary activities income | $6,987,000 | 112 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,546,000 | 105 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $912,000 | 55 |
YTD Gross Income employee benefit defined benefit | $363,000 | 55 |
YTD Gross Income from other retirement accounts | $154,000 | 204 |
YTD Gross Income corporate trust and agency | $18,000 | 78 |
Investment management and investment advisory agency accounts income | $320,000 | 232 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,262,000 | 49 |
YTD Gross income other trust accounts | $70,000 | 106 |
Gross Fiduciary activities income | $4,645,000 | 114 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $760,000 | 104 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $420,000 | 59 |
YTD Gross Income employee benefit defined benefit | $166,000 | 55 |
YTD Gross Income from other retirement accounts | $70,000 | 215 |
YTD Gross Income corporate trust and agency | $12,000 | 76 |
Investment management and investment advisory agency accounts income | $156,000 | 229 |
Foundation and endowment and agency accounts income | $0 | 251 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $607,000 | 48 |
YTD Gross income other trust accounts | $37,000 | 92 |
Gross Fiduciary activities income | $2,228,000 | 118 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,013,000 | 99 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,692,000 | 60 |
YTD Gross Income employee benefit defined benefit | $673,000 | 53 |
YTD Gross Income from other retirement accounts | $291,000 | 214 |
YTD Gross Income corporate trust and agency | $16,000 | 125 |
Investment management and investment advisory agency accounts income | $576,000 | 248 |
Foundation and endowment and agency accounts income | $0 | 331 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $2,579,000 | 49 |
YTD Gross income other trust accounts | $421,000 | 76 |
Gross Fiduciary activities income | $9,261,000 | 101 |
YTD fiduciary expense (Dec. only) | $3,973,000 | 158 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $5,288,000 | 60 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,057,000 | 112 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,247,000 | 60 |
YTD Gross Income employee benefit defined benefit | $505,000 | 57 |
YTD Gross Income from other retirement accounts | $213,000 | 212 |
YTD Gross Income corporate trust and agency | $11,000 | 103 |
Investment management and investment advisory agency accounts income | $534,000 | 215 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,846,000 | 49 |
YTD Gross income other trust accounts | $223,000 | 81 |
Gross Fiduciary activities income | $6,691,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,374,000 | 116 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $846,000 | 62 |
YTD Gross Income employee benefit defined benefit | $352,000 | 55 |
YTD Gross Income from other retirement accounts | $139,000 | 213 |
YTD Gross Income corporate trust and agency | $11,000 | 98 |
Investment management and investment advisory agency accounts income | $356,000 | 214 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,212,000 | 49 |
YTD Gross income other trust accounts | $171,000 | 78 |
Gross Fiduciary activities income | $4,501,000 | 103 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $640,000 | 120 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $413,000 | 62 |
YTD Gross Income employee benefit defined benefit | $159,000 | 60 |
YTD Gross Income from other retirement accounts | $83,000 | 196 |
YTD Gross Income corporate trust and agency | $5,000 | 94 |
Investment management and investment advisory agency accounts income | $182,000 | 216 |
Foundation and endowment and agency accounts income | $0 | 250 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $592,000 | 51 |
YTD Gross income other trust accounts | $44,000 | 95 |
Gross Fiduciary activities income | $2,138,000 | 105 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,481,000 | 118 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,533,000 | 66 |
YTD Gross Income employee benefit defined benefit | $587,000 | 60 |
YTD Gross Income from other retirement accounts | $317,000 | 193 |
YTD Gross Income corporate trust and agency | $20,000 | 125 |
Investment management and investment advisory agency accounts income | $623,000 | 224 |
Foundation and endowment and agency accounts income | $0 | 329 |
YTD Gross income other trust and agency accounts | $68,000 | 69 |
YTD Gross income custody and safekeeping agency accounts | $2,137,000 | 48 |
YTD Gross income other trust accounts | $333,000 | 81 |
Gross Fiduciary activities income | $8,099,000 | 103 |
YTD fiduciary expense (Dec. only) | $3,826,000 | 167 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $4,273,000 | 67 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,710,000 | 128 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,141,000 | 65 |
YTD Gross Income employee benefit defined benefit | $444,000 | 61 |
YTD Gross Income from other retirement accounts | $232,000 | 181 |
YTD Gross Income corporate trust and agency | $16,000 | 102 |
Investment management and investment advisory agency accounts income | $422,000 | 222 |
Foundation and endowment and agency accounts income | $0 | 245 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,600,000 | 49 |
YTD Gross income other trust accounts | $130,000 | 102 |
Gross Fiduciary activities income | $5,743,000 | 108 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,163,000 | 128 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $785,000 | 68 |
YTD Gross Income employee benefit defined benefit | $310,000 | 57 |
YTD Gross Income from other retirement accounts | $164,000 | 179 |
YTD Gross Income corporate trust and agency | $10,000 | 106 |
Investment management and investment advisory agency accounts income | $245,000 | 234 |
Foundation and endowment and agency accounts income | $0 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,074,000 | 48 |
YTD Gross income other trust accounts | $86,000 | 101 |
Gross Fiduciary activities income | $3,868,000 | 107 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $579,000 | 124 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $359,000 | 70 |
YTD Gross Income employee benefit defined benefit | $145,000 | 61 |
YTD Gross Income from other retirement accounts | $77,000 | 187 |
YTD Gross Income corporate trust and agency | $6,000 | 98 |
Investment management and investment advisory agency accounts income | $135,000 | 223 |
Foundation and endowment and agency accounts income | $0 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $502,000 | 54 |
YTD Gross income other trust accounts | $44,000 | 103 |
Gross Fiduciary activities income | $1,863,000 | 111 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,117,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,350,000 | 71 |
YTD Gross Income employee benefit defined benefit | $560,000 | 56 |
YTD Gross Income from other retirement accounts | $291,000 | 186 |
YTD Gross Income corporate trust and agency | $20,000 | 137 |
Investment management and investment advisory agency accounts income | $504,000 | 240 |
Foundation and endowment and agency accounts income | $0 | 304 |
YTD Gross income other trust and agency accounts | $57,000 | 80 |
YTD Gross income custody and safekeeping agency accounts | $1,879,000 | 56 |
YTD Gross income other trust accounts | $284,000 | 97 |
Gross Fiduciary activities income | $7,062,000 | 111 |
YTD fiduciary expense (Dec. only) | $4,538,000 | 144 |
YTD fiduciary net loss (Dec. only) | $0 | 207 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $2,524,000 | 98 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,569,000 | 133 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $991,000 | 70 |
YTD Gross Income employee benefit defined benefit | $414,000 | 55 |
YTD Gross Income from other retirement accounts | $221,000 | 175 |
YTD Gross Income corporate trust and agency | $15,000 | 106 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,393,000 | 62 |
YTD Gross income other trust accounts | $67,000 | 142 |
Gross Fiduciary activities income | $5,090,000 | 117 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,082,000 | 129 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $629,000 | 70 |
YTD Gross Income employee benefit defined benefit | $264,000 | 57 |
YTD Gross Income from other retirement accounts | $145,000 | 174 |
YTD Gross Income corporate trust and agency | $10,000 | 106 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $928,000 | 66 |
YTD Gross income other trust accounts | $2,000 | 208 |
Gross Fiduciary activities income | $3,331,000 | 117 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $518,000 | 135 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $244,000 | 79 |
YTD Gross Income employee benefit defined benefit | $105,000 | 62 |
YTD Gross Income from other retirement accounts | $59,000 | 202 |
YTD Gross Income corporate trust and agency | $6,000 | 102 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $419,000 | 65 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $1,487,000 | 124 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $49,000 | 106 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,601,000 | 119 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,834,000 | 119 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,036,000 | 119 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,856,000 | 124 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $60,000 | 94 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,826,000 | 130 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,166,000 | 127 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,383,000 | 136 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,517,000 | 140 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $58,000 | 97 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,916,000 | 137 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,452,000 | 143 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,942,000 | 149 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,418,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,276,000 | 154 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,981,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,628,000 | 155 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,315,000 | 157 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,851,000 | 156 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,614,000 | 157 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,377,000 | 163 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,174,000 | 160 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $304,000 | 60 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,220,000 | 170 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,098,000 | 180 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,116,000 | 180 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $940,000 | 196 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $193,000 | 80 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,074,000 | 221 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $193,000 | 79 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,767,000 | 202 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,382,000 | 212 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,305,000 | 247 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,115,000 | 252 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,675,000 | 281 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,642,000 | 308 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,439,000 | 341 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,511,000 | 320 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,984,000 | 306 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,001,000 | 306 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |