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Peoples Security Bank and Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$837,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000253
YTD Gross Income employee benefit defined benefit$43,000181
YTD Gross Income from other retirement accounts$265,000309
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$873,000331
Foundation and endowment and agency accounts income$118,000252
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$50,000293
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,219,000383
YTD fiduciary expense (Dec. only)$1,322,000384
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$119,000100
YTD net fiduciary income (Dec. only)$1,016,000302
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$655,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000204
YTD Gross Income employee benefit defined benefit$43,000170
YTD Gross Income from other retirement accounts$173,000263
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$662,000299
Foundation and endowment and agency accounts income$88,000223
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$37,000259
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$1,691,000382
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$442,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$131,000306
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$428,000330
Foundation and endowment and agency accounts income$59,000243
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$25,000283
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$1,085,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$196,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000166
YTD Gross Income employee benefit defined benefit$37,00098
YTD Gross Income from other retirement accounts$56,000270
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$188,000272
Foundation and endowment and agency accounts income$29,000219
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$12,000258
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$557,000390
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$721,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000263
YTD Gross Income employee benefit defined benefit$37,000158
YTD Gross Income from other retirement accounts$206,000333
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,080,000259
Foundation and endowment and agency accounts income$101,000265
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$45,000298
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$2,229,000398
YTD fiduciary expense (Dec. only)$1,484,000382
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$248,00090
YTD net fiduciary income (Dec. only)$993,000320
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$610,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000226
YTD Gross Income employee benefit defined benefit$37,000142
YTD Gross Income from other retirement accounts$176,000282
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$708,000263
Foundation and endowment and agency accounts income$88,000228
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$39,000262
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$1,697,000394
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$420,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$119,000302
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$481,000255
Foundation and endowment and agency accounts income$59,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000261
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,106,000361
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$203,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$58,000267
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$251,000236
Foundation and endowment and agency accounts income$30,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000241
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$555,000361
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$794,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000262
YTD Gross Income employee benefit defined benefit$37,000144
YTD Gross Income from other retirement accounts$212,000314
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,027,000251
Foundation and endowment and agency accounts income$116,000230
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$54,000269
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$2,272,000350
YTD fiduciary expense (Dec. only)$1,327,000347
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$679,00051
YTD net fiduciary income (Dec. only)$1,624,000231
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$598,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000222
YTD Gross Income employee benefit defined benefit$37,000127
YTD Gross Income from other retirement accounts$158,000270
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$773,000232
Foundation and endowment and agency accounts income$86,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000234
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$1,725,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$390,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$103,000312
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$510,000249
Foundation and endowment and agency accounts income$56,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000263
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,086,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$188,000270
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$51,000274
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$253,000231
Foundation and endowment and agency accounts income$28,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000240
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$533,000355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$755,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000272
YTD Gross Income employee benefit defined benefit$36,000144
YTD Gross Income from other retirement accounts$178,000309
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$966,000245
Foundation and endowment and agency accounts income$104,000224
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$56,000261
YTD Gross income other trust accounts$1,000216
Gross Fiduciary activities income$2,125,000337
YTD fiduciary expense (Dec. only)$1,384,000338
YTD fiduciary net loss (Dec. only)$4,000149
YTD fiduciary intracompany income (Dec. only)$533,00055
YTD net fiduciary income (Dec. only)$1,270,000223
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$543,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000229
YTD Gross Income employee benefit defined benefit$36,000125
YTD Gross Income from other retirement accounts$129,000272
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$717,000223
Foundation and endowment and agency accounts income$78,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000237
YTD Gross income other trust accounts$1,000180
Gross Fiduciary activities income$1,574,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$361,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$86,000307
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$472,000241
Foundation and endowment and agency accounts income$51,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000255
YTD Gross income other trust accounts$1,000194
Gross Fiduciary activities income$999,000347
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$181,000272
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$44,000271
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$241,000222
Foundation and endowment and agency accounts income$26,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000240
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$506,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$770,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000264
YTD Gross Income employee benefit defined benefit$31,000155
YTD Gross Income from other retirement accounts$146,000312
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$947,000240
Foundation and endowment and agency accounts income$101,000219
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$59,000256
YTD Gross income other trust accounts$2,000207
Gross Fiduciary activities income$2,087,000334
YTD fiduciary expense (Dec. only)$1,631,000311
YTD fiduciary net loss (Dec. only)$2,000138
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$454,000319
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$586,000270
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000232
YTD Gross Income employee benefit defined benefit$31,000137
YTD Gross Income from other retirement accounts$106,000285
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$691,000228
Foundation and endowment and agency accounts income$75,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000237
YTD Gross income other trust accounts$2,000185
Gross Fiduciary activities income$1,568,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$395,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$67,000314
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$461,000242
Foundation and endowment and agency accounts income$50,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000264
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$999,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$213,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$32,000319
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$224,000239
Foundation and endowment and agency accounts income$25,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000259
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$507,000339
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$796,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000293
YTD Gross Income employee benefit defined benefit$32,000163
YTD Gross Income from other retirement accounts$129,000347
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$900,000249
Foundation and endowment and agency accounts income$98,000226
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$51,000283
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$2,036,000341
YTD fiduciary expense (Dec. only)$1,506,000323
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$35,000130
YTD net fiduciary income (Dec. only)$565,000337
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$604,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000259
YTD Gross Income employee benefit defined benefit$32,000143
YTD Gross Income from other retirement accounts$98,000317
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$676,000244
Foundation and endowment and agency accounts income$74,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000262
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,552,000340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$396,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$65,000319
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$447,000245
Foundation and endowment and agency accounts income$49,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000262
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$982,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$204,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$33,000322
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$223,000243
Foundation and endowment and agency accounts income$25,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000266
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$497,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$832,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000312
YTD Gross Income employee benefit defined benefit$27,000178
YTD Gross Income from other retirement accounts$127,000368
YTD Gross Income corporate trust and agency$6,000141
Investment management and investment advisory agency accounts income$885,000248
Foundation and endowment and agency accounts income$96,000227
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$52,000289
YTD Gross income other trust accounts$4,000259
Gross Fiduciary activities income$2,057,000337
YTD fiduciary expense (Dec. only)$1,323,000350
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$320,00084
YTD net fiduciary income (Dec. only)$1,054,000239
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$618,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000258
YTD Gross Income employee benefit defined benefit$27,000148
YTD Gross Income from other retirement accounts$95,000316
YTD Gross Income corporate trust and agency$6,000100
Investment management and investment advisory agency accounts income$653,000247
Foundation and endowment and agency accounts income$71,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000253
YTD Gross income other trust accounts$4,000191
Gross Fiduciary activities income$1,541,000335
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$424,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$63,000318
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$441,000242
Foundation and endowment and agency accounts income$47,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000251
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,002,000340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$220,000274
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$32,000313
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$219,000238
Foundation and endowment and agency accounts income$24,000210
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000256
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$508,000333
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$774,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000319
YTD Gross Income employee benefit defined benefit$26,000181
YTD Gross Income from other retirement accounts$125,000361
YTD Gross Income corporate trust and agency$8,000126
Investment management and investment advisory agency accounts income$872,000233
Foundation and endowment and agency accounts income$85,000228
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$59,000275
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$1,976,000340
YTD fiduciary expense (Dec. only)$1,395,000343
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$372,00072
YTD net fiduciary income (Dec. only)$953,000238
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$590,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000262
YTD Gross Income employee benefit defined benefit$26,000150
YTD Gross Income from other retirement accounts$95,000313
YTD Gross Income corporate trust and agency$3,000112
Investment management and investment advisory agency accounts income$648,000230
Foundation and endowment and agency accounts income$62,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000243
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$1,495,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$389,000287
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$67,000313
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$430,000229
Foundation and endowment and agency accounts income$41,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000246
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$956,000343
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$205,000276
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$32,000312
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$211,000230
Foundation and endowment and agency accounts income$20,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000244
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$482,000338
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$762,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000334
YTD Gross Income employee benefit defined benefit$26,000185
YTD Gross Income from other retirement accounts$132,000360
YTD Gross Income corporate trust and agency$8,000136
Investment management and investment advisory agency accounts income$846,000235
Foundation and endowment and agency accounts income$82,000236
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$60,000287
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$1,946,000342
YTD fiduciary expense (Dec. only)$1,249,000362
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$284,00083
YTD net fiduciary income (Dec. only)$981,000245
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$586,000287
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000267
YTD Gross Income employee benefit defined benefit$26,000161
YTD Gross Income from other retirement accounts$100,000306
YTD Gross Income corporate trust and agency$3,000118
Investment management and investment advisory agency accounts income$638,000232
Foundation and endowment and agency accounts income$61,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000255
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,487,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$374,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$67,000309
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$434,000229
Foundation and endowment and agency accounts income$41,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000254
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$946,000347
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$180,000300
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$33,000309
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$210,000232
Foundation and endowment and agency accounts income$21,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000249
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$459,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$985,000266
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000332
YTD Gross Income employee benefit defined benefit$23,000191
YTD Gross Income from other retirement accounts$131,000356
YTD Gross Income corporate trust and agency$9,000136
Investment management and investment advisory agency accounts income$854,000238
Foundation and endowment and agency accounts income$81,000229
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$61,000282
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$2,179,000322
YTD fiduciary expense (Dec. only)$1,053,000395
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$333,00071
YTD net fiduciary income (Dec. only)$1,459,000186
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$783,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000261
YTD Gross Income employee benefit defined benefit$23,000164
YTD Gross Income from other retirement accounts$98,000308
YTD Gross Income corporate trust and agency$4,000113
Investment management and investment advisory agency accounts income$642,000229
Foundation and endowment and agency accounts income$60,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000249
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$1,690,000314
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$551,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$64,000306
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$430,000227
Foundation and endowment and agency accounts income$40,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000246
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,115,000318
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$289,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$31,000311
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$212,000227
Foundation and endowment and agency accounts income$20,000205
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000245
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$567,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$688,000315
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000368
YTD Gross Income employee benefit defined benefit$23,000194
YTD Gross Income from other retirement accounts$110,000361
YTD Gross Income corporate trust and agency$7,000146
Investment management and investment advisory agency accounts income$752,000239
Foundation and endowment and agency accounts income$69,000224
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$68,000256
YTD Gross income other trust accounts$1,000286
Gross Fiduciary activities income$1,735,000353
YTD fiduciary expense (Dec. only)$1,247,000345
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$396,00065
YTD net fiduciary income (Dec. only)$884,000229
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$02,006
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
YTD Gross Income from Personal trust and agency accounts$0384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$01,238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$02,016
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
YTD Gross Income from Personal trust and agency accounts$0384
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0346
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$01,226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$02,028
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
YTD Gross Income from Personal trust and agency accounts$0386
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$01,171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$02,036
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
YTD Gross Income from Personal trust and agency accounts$0538
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0425
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$0487
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$0484
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$0465
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$01,334
YTD fiduciary expense (Dec. only)$0541
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$0482
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$02,064
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
YTD Gross Income from Personal trust and agency accounts$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0338
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$01,274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$02,072
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
YTD Gross Income from Personal trust and agency accounts$0371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$01,262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$02,083
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
YTD Gross Income from Personal trust and agency accounts$0370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$01,204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$02,104
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
YTD Gross Income from Personal trust and agency accounts$0545
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0435
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$0494
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$0485
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$0454
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$01,311
YTD fiduciary expense (Dec. only)$0552
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$0492
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$02,121
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
YTD Gross Income from Personal trust and agency accounts$0371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$0336
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0328
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$01,257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$02,140
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
YTD Gross Income from Personal trust and agency accounts$0375
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0320
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$01,239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$02,157
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
YTD Gross Income from Personal trust and agency accounts$0379
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0343
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0329
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$01,199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$02,183
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
YTD Gross Income from Personal trust and agency accounts$0544
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$0493
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$0488
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)$0553
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$0486
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$02,195
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
YTD Gross Income from Personal trust and agency accounts$0367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$01,319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$02,202
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
YTD Gross Income from Personal trust and agency accounts$0366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$01,300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$02,230
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
YTD Gross Income from Personal trust and agency accounts$0374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$01,246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$02,244
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
YTD Gross Income from Personal trust and agency accounts$0537
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$01,390
YTD fiduciary expense (Dec. only)$0494
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$0476
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$02,265
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
YTD Gross Income from Personal trust and agency accounts$0362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$01,353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
YTD Gross Income from Personal trust and agency accounts$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$01,340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
YTD Gross Income from Personal trust and agency accounts$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$01,285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,405
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,498
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,523
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,468
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,480
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,547
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,641
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,577
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,713
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,590
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA