Home > Renasant Bank > Gross Fiduciary and Related Services Income

Renasant Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,601,000245
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,592,00042
YTD Gross Income employee benefit defined benefit$224,00080
YTD Gross Income from other retirement accounts$235,000317
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$682,000356
Foundation and endowment and agency accounts income$65,000282
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$317,000136
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,716,000226
YTD fiduciary expense (Dec. only)$5,555,000200
YTD fiduciary net loss (Dec. only)$3,000186
YTD fiduciary intracompany income (Dec. only)$1,929,00045
YTD net fiduciary income (Dec. only)$3,087,000164
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$1,196,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,747,00040
YTD Gross Income employee benefit defined benefit$176,00082
YTD Gross Income from other retirement accounts$175,000262
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$598,000308
Foundation and endowment and agency accounts income$52,000238
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$154,000166
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$5,098,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$795,000249
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,781,00043
YTD Gross Income employee benefit defined benefit$115,00083
YTD Gross Income from other retirement accounts$117,000313
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$406,000341
Foundation and endowment and agency accounts income$37,000276
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$105,000163
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,356,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$442,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$858,00042
YTD Gross Income employee benefit defined benefit$57,00085
YTD Gross Income from other retirement accounts$59,000269
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$169,000280
Foundation and endowment and agency accounts income$18,000239
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$51,000166
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,654,000232
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$1,774,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,397,00046
YTD Gross Income employee benefit defined benefit$228,00091
YTD Gross Income from other retirement accounts$475,000272
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$835,000300
Foundation and endowment and agency accounts income$65,000289
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$145,000199
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$6,919,000234
YTD fiduciary expense (Dec. only)$5,457,000202
YTD fiduciary net loss (Dec. only)$3,000181
YTD fiduciary intracompany income (Dec. only)$1,572,00046
YTD net fiduciary income (Dec. only)$3,031,000182
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$1,353,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,568,00047
YTD Gross Income employee benefit defined benefit$171,00091
YTD Gross Income from other retirement accounts$402,000236
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$665,000273
Foundation and endowment and agency accounts income$49,000250
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$106,000196
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,314,000230
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$924,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,743,00041
YTD Gross Income employee benefit defined benefit$114,00082
YTD Gross Income from other retirement accounts$296,000223
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$457,000267
Foundation and endowment and agency accounts income$38,000259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000176
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,644,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$513,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$929,00040
YTD Gross Income employee benefit defined benefit$58,00086
YTD Gross Income from other retirement accounts$164,000206
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$249,000237
Foundation and endowment and agency accounts income$22,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000170
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,972,000187
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$1,592,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,254,00046
YTD Gross Income employee benefit defined benefit$397,00071
YTD Gross Income from other retirement accounts$1,058,000161
YTD Gross Income corporate trust and agency$9,00091
Investment management and investment advisory agency accounts income$1,214,000228
Foundation and endowment and agency accounts income$56,000265
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$160,000168
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$7,740,000188
YTD fiduciary expense (Dec. only)$5,824,000157
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$1,756,00037
YTD net fiduciary income (Dec. only)$3,672,000145
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$1,166,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,570,00043
YTD Gross Income employee benefit defined benefit$180,00082
YTD Gross Income from other retirement accounts$816,000154
YTD Gross Income corporate trust and agency$4,00085
Investment management and investment advisory agency accounts income$935,000208
Foundation and endowment and agency accounts income$56,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$128,000157
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,855,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$765,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,561,00045
YTD Gross Income employee benefit defined benefit$111,00083
YTD Gross Income from other retirement accounts$538,000156
YTD Gross Income corporate trust and agency$4,00089
Investment management and investment advisory agency accounts income$805,000188
Foundation and endowment and agency accounts income$39,000249
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000133
YTD Gross income other trust accounts$228,00072
Gross Fiduciary activities income$4,175,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$355,000224
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$903,00041
YTD Gross Income employee benefit defined benefit$153,00049
YTD Gross Income from other retirement accounts$264,000156
YTD Gross Income corporate trust and agency$1,00095
Investment management and investment advisory agency accounts income$304,000207
Foundation and endowment and agency accounts income$21,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000129
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,062,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,257,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,884,00050
YTD Gross Income employee benefit defined benefit$489,00058
YTD Gross Income from other retirement accounts$929,000155
YTD Gross Income corporate trust and agency$11,00094
Investment management and investment advisory agency accounts income$1,102,000222
Foundation and endowment and agency accounts income$63,000251
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$138,000177
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$6,873,000183
YTD fiduciary expense (Dec. only)$4,565,000183
YTD fiduciary net loss (Dec. only)$11,000123
YTD fiduciary intracompany income (Dec. only)$25,000124
YTD net fiduciary income (Dec. only)$2,322,000160
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$878,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,114,00051
YTD Gross Income employee benefit defined benefit$342,00059
YTD Gross Income from other retirement accounts$681,000150
YTD Gross Income corporate trust and agency$6,00086
Investment management and investment advisory agency accounts income$808,000212
Foundation and endowment and agency accounts income$48,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000157
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$5,007,000182
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$585,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,372,00051
YTD Gross Income employee benefit defined benefit$158,00074
YTD Gross Income from other retirement accounts$448,000150
YTD Gross Income corporate trust and agency$6,00086
Investment management and investment advisory agency accounts income$534,000224
Foundation and endowment and agency accounts income$33,000242
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000161
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$3,222,000185
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$308,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$692,00051
YTD Gross Income employee benefit defined benefit$24,000110
YTD Gross Income from other retirement accounts$239,000145
YTD Gross Income corporate trust and agency$1,00094
Investment management and investment advisory agency accounts income$281,000203
Foundation and endowment and agency accounts income$18,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000133
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,622,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,311,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,173,00055
YTD Gross Income employee benefit defined benefit$93,000118
YTD Gross Income from other retirement accounts$963,000144
YTD Gross Income corporate trust and agency$14,00091
Investment management and investment advisory agency accounts income$1,070,000218
Foundation and endowment and agency accounts income$31,000270
YTD Gross income other trust and agency accounts$2,000100
YTD Gross income custody and safekeeping agency accounts$148,000170
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$5,805,000206
YTD fiduciary expense (Dec. only)$4,105,000190
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$86,000103
YTD net fiduciary income (Dec. only)$1,785,000189
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$900,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,442,00062
YTD Gross Income employee benefit defined benefit$115,000101
YTD Gross Income from other retirement accounts$687,000143
YTD Gross Income corporate trust and agency$9,00084
Investment management and investment advisory agency accounts income$760,000217
Foundation and endowment and agency accounts income$16,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,000137
YTD Gross income other trust accounts$21,000147
Gross Fiduciary activities income$4,116,000208
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$625,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$964,00062
YTD Gross Income employee benefit defined benefit$30,000130
YTD Gross Income from other retirement accounts$456,000145
YTD Gross Income corporate trust and agency$6,00089
Investment management and investment advisory agency accounts income$494,000230
Foundation and endowment and agency accounts income$12,000270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000151
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,679,000210
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$287,000246
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$470,00066
YTD Gross Income employee benefit defined benefit$47,00091
YTD Gross Income from other retirement accounts$209,000152
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$232,000234
Foundation and endowment and agency accounts income$6,000268
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000232
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,269,000215
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$1,216,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,728,00072
YTD Gross Income employee benefit defined benefit$91,000127
YTD Gross Income from other retirement accounts$838,000153
YTD Gross Income corporate trust and agency$15,000100
Investment management and investment advisory agency accounts income$1,004,000234
Foundation and endowment and agency accounts income$14,000322
YTD Gross income other trust and agency accounts$3,000124
YTD Gross income custody and safekeeping agency accounts$133,000184
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,042,000217
YTD fiduciary expense (Dec. only)$3,768,000198
YTD fiduciary net loss (Dec. only)$3,000163
YTD fiduciary intracompany income (Dec. only)$57,000121
YTD net fiduciary income (Dec. only)$1,328,000225
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$857,000244
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,314,00071
YTD Gross Income employee benefit defined benefit$66,000126
YTD Gross Income from other retirement accounts$598,000157
YTD Gross Income corporate trust and agency$9,00092
Investment management and investment advisory agency accounts income$736,000236
Foundation and endowment and agency accounts income$12,000278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000193
YTD Gross income other trust accounts$13,000168
Gross Fiduciary activities income$3,695,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$567,000247
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$860,00071
YTD Gross Income employee benefit defined benefit$47,000124
YTD Gross Income from other retirement accounts$395,000159
YTD Gross Income corporate trust and agency$8,00087
Investment management and investment advisory agency accounts income$494,000233
Foundation and endowment and agency accounts income$9,000277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000189
YTD Gross income other trust accounts$13,000160
Gross Fiduciary activities income$2,453,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$275,000252
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$336,00077
YTD Gross Income employee benefit defined benefit$115,00072
YTD Gross Income from other retirement accounts$200,000157
YTD Gross Income corporate trust and agency$2,00099
Investment management and investment advisory agency accounts income$244,000234
Foundation and endowment and agency accounts income$7,000264
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000195
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,206,000222
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$1,241,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,265,00080
YTD Gross Income employee benefit defined benefit$240,00089
YTD Gross Income from other retirement accounts$712,000160
YTD Gross Income corporate trust and agency$18,000106
Investment management and investment advisory agency accounts income$871,000249
Foundation and endowment and agency accounts income$12,000332
YTD Gross income other trust and agency accounts$5,000132
YTD Gross income custody and safekeeping agency accounts$90,000232
YTD Gross income other trust accounts$75,000151
Gross Fiduciary activities income$4,529,000221
YTD fiduciary expense (Dec. only)$3,450,000206
YTD fiduciary net loss (Dec. only)$1,000170
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,078,000237
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$979,000221
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$894,00082
YTD Gross Income employee benefit defined benefit$213,00082
YTD Gross Income from other retirement accounts$529,000157
YTD Gross Income corporate trust and agency$9,00091
Investment management and investment advisory agency accounts income$652,000248
Foundation and endowment and agency accounts income$8,000267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000220
YTD Gross income other trust accounts$50,000140
Gross Fiduciary activities income$3,404,000222
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$691,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$573,00084
YTD Gross Income employee benefit defined benefit$199,00075
YTD Gross Income from other retirement accounts$334,000160
YTD Gross Income corporate trust and agency$6,00091
Investment management and investment advisory agency accounts income$398,000248
Foundation and endowment and agency accounts income$7,000266
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000227
YTD Gross income other trust accounts$36,000129
Gross Fiduciary activities income$2,286,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$370,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,00092
YTD Gross Income employee benefit defined benefit$149,00056
YTD Gross Income from other retirement accounts$175,000154
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$199,000249
Foundation and endowment and agency accounts income$5,000264
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000227
YTD Gross income other trust accounts$19,000111
Gross Fiduciary activities income$1,184,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,454,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,013,00087
YTD Gross Income employee benefit defined benefit$564,00057
YTD Gross Income from other retirement accounts$661,000157
YTD Gross Income corporate trust and agency$17,000105
Investment management and investment advisory agency accounts income$813,000244
Foundation and endowment and agency accounts income$11,000327
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$66,000265
YTD Gross income other trust accounts$160,000107
Gross Fiduciary activities income$4,759,000207
YTD fiduciary expense (Dec. only)$3,798,000191
YTD fiduciary net loss (Dec. only)$9,000118
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$952,000239
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$1,092,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$756,00086
YTD Gross Income employee benefit defined benefit$491,00054
YTD Gross Income from other retirement accounts$481,000155
YTD Gross Income corporate trust and agency$9,00093
Investment management and investment advisory agency accounts income$606,000237
Foundation and endowment and agency accounts income$9,000267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000185
YTD Gross income other trust accounts$104,000110
Gross Fiduciary activities income$3,643,000200
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$741,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,00083
YTD Gross Income employee benefit defined benefit$273,00058
YTD Gross Income from other retirement accounts$317,000158
YTD Gross Income corporate trust and agency$8,00091
Investment management and investment advisory agency accounts income$407,000235
Foundation and endowment and agency accounts income$7,000269
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000186
YTD Gross income other trust accounts$79,000105
Gross Fiduciary activities income$2,424,000201
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$361,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$281,00081
YTD Gross Income employee benefit defined benefit$161,00054
YTD Gross Income from other retirement accounts$164,000154
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$206,000231
Foundation and endowment and agency accounts income$5,000263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000171
YTD Gross income other trust accounts$61,00077
Gross Fiduciary activities income$1,280,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,643,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$772,000107
YTD Gross Income employee benefit defined benefit$571,00058
YTD Gross Income from other retirement accounts$656,000155
YTD Gross Income corporate trust and agency$18,000110
Investment management and investment advisory agency accounts income$875,000231
Foundation and endowment and agency accounts income$12,000339
YTD Gross income other trust and agency accounts$8,000148
YTD Gross income custody and safekeeping agency accounts$89,000228
YTD Gross income other trust accounts$216,00088
Gross Fiduciary activities income$4,860,000203
YTD fiduciary expense (Dec. only)$3,505,000194
YTD fiduciary net loss (Dec. only)$4,000149
YTD fiduciary intracompany income (Dec. only)$1,000157
YTD net fiduciary income (Dec. only)$1,352,000203
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$1,269,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$638,000104
YTD Gross Income employee benefit defined benefit$473,00056
YTD Gross Income from other retirement accounts$496,000152
YTD Gross Income corporate trust and agency$10,00094
Investment management and investment advisory agency accounts income$653,000230
Foundation and endowment and agency accounts income$10,000268
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000222
YTD Gross income other trust accounts$158,00088
Gross Fiduciary activities income$3,775,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$875,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$424,000101
YTD Gross Income employee benefit defined benefit$301,00058
YTD Gross Income from other retirement accounts$340,000150
YTD Gross Income corporate trust and agency$7,00096
Investment management and investment advisory agency accounts income$431,000231
Foundation and endowment and agency accounts income$8,000262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000216
YTD Gross income other trust accounts$106,00092
Gross Fiduciary activities income$2,536,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$278,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$210,000103
YTD Gross Income employee benefit defined benefit$160,00057
YTD Gross Income from other retirement accounts$167,000151
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$357,000179
Foundation and endowment and agency accounts income$6,000255
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000207
YTD Gross income other trust accounts$50,00083
Gross Fiduciary activities income$1,252,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,211,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$979,00092
YTD Gross Income employee benefit defined benefit$680,00058
YTD Gross Income from other retirement accounts$587,000160
YTD Gross Income corporate trust and agency$20,000115
Investment management and investment advisory agency accounts income$1,408,000177
Foundation and endowment and agency accounts income$12,000331
YTD Gross income other trust and agency accounts$5,000155
YTD Gross income custody and safekeeping agency accounts$103,000217
YTD Gross income other trust accounts$176,000102
Gross Fiduciary activities income$5,181,000192
YTD fiduciary expense (Dec. only)$3,937,000179
YTD fiduciary net loss (Dec. only)$1,000169
YTD fiduciary intracompany income (Dec. only)$1,000161
YTD net fiduciary income (Dec. only)$1,244,000204
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$880,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$780,00084
YTD Gross Income employee benefit defined benefit$615,00051
YTD Gross Income from other retirement accounts$418,000164
YTD Gross Income corporate trust and agency$11,00097
Investment management and investment advisory agency accounts income$1,026,000178
Foundation and endowment and agency accounts income$10,000263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000202
YTD Gross income other trust accounts$127,000103
Gross Fiduciary activities income$3,951,000187
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$580,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$525,00086
YTD Gross Income employee benefit defined benefit$410,00054
YTD Gross Income from other retirement accounts$285,000160
YTD Gross Income corporate trust and agency$10,00087
Investment management and investment advisory agency accounts income$711,000180
Foundation and endowment and agency accounts income$8,000258
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000203
YTD Gross income other trust accounts$85,00096
Gross Fiduciary activities income$2,667,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$279,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,00091
YTD Gross Income employee benefit defined benefit$237,00050
YTD Gross Income from other retirement accounts$135,000164
YTD Gross Income corporate trust and agency$6,00080
Investment management and investment advisory agency accounts income$344,000176
Foundation and endowment and agency accounts income$6,000246
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000203
YTD Gross income other trust accounts$39,00097
Gross Fiduciary activities income$1,325,000188
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$1,097,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,093,00082
YTD Gross Income employee benefit defined benefit$797,00050
YTD Gross Income from other retirement accounts$506,000166
YTD Gross Income corporate trust and agency$16,000117
Investment management and investment advisory agency accounts income$1,330,000173
Foundation and endowment and agency accounts income$11,000319
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$95,000226
YTD Gross income other trust accounts$151,000107
Gross Fiduciary activities income$5,097,000182
YTD fiduciary expense (Dec. only)$3,907,000175
YTD fiduciary net loss (Dec. only)$11,000119
YTD fiduciary intracompany income (Dec. only)$5,000151
YTD net fiduciary income (Dec. only)$1,184,000197
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$830,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$933,00072
YTD Gross Income employee benefit defined benefit$523,00054
YTD Gross Income from other retirement accounts$362,000159
YTD Gross Income corporate trust and agency$7,00099
Investment management and investment advisory agency accounts income$957,000172
Foundation and endowment and agency accounts income$9,000248
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000185
YTD Gross income other trust accounts$110,00098
Gross Fiduciary activities income$3,821,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$527,000229
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$629,00072
YTD Gross Income employee benefit defined benefit$378,00052
YTD Gross Income from other retirement accounts$223,000170
YTD Gross Income corporate trust and agency$1,000121
Investment management and investment advisory agency accounts income$636,000171
Foundation and endowment and agency accounts income$7,000247
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000225
YTD Gross income other trust accounts$69,000105
Gross Fiduciary activities income$2,505,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$266,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,00070
YTD Gross Income employee benefit defined benefit$184,00049
YTD Gross Income from other retirement accounts$106,000177
YTD Gross Income corporate trust and agency$1,000111
Investment management and investment advisory agency accounts income$303,000178
Foundation and endowment and agency accounts income$4,000247
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000235
YTD Gross income other trust accounts$32,00099
Gross Fiduciary activities income$1,280,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,251,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$810,00098
YTD Gross Income employee benefit defined benefit$850,00052
YTD Gross Income from other retirement accounts$486,000156
YTD Gross Income corporate trust and agency$44,00092
Investment management and investment advisory agency accounts income$1,455,000149
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$3,000148
YTD Gross income custody and safekeeping agency accounts$122,000194
YTD Gross income other trust accounts$111,000119
Gross Fiduciary activities income$5,132,000167
YTD fiduciary expense (Dec. only)$3,845,000167
YTD fiduciary net loss (Dec. only)$68,00062
YTD fiduciary intracompany income (Dec. only)$70,000112
YTD net fiduciary income (Dec. only)$1,289,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$987,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$676,00088
YTD Gross Income employee benefit defined benefit$530,00057
YTD Gross Income from other retirement accounts$367,000150
YTD Gross Income corporate trust and agency$37,00075
Investment management and investment advisory agency accounts income$1,106,000148
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,000158
YTD Gross income other trust accounts$98,000102
Gross Fiduciary activities income$3,926,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$597,000210
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$498,00083
YTD Gross Income employee benefit defined benefit$370,00053
YTD Gross Income from other retirement accounts$260,000147
YTD Gross Income corporate trust and agency$29,00072
Investment management and investment advisory agency accounts income$768,000141
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000174
YTD Gross income other trust accounts$51,000118
Gross Fiduciary activities income$2,637,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$330,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$267,00080
YTD Gross Income employee benefit defined benefit$266,00045
YTD Gross Income from other retirement accounts$124,000152
YTD Gross Income corporate trust and agency$23,00064
Investment management and investment advisory agency accounts income$409,000134
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000137
YTD Gross income other trust accounts$21,000111
Gross Fiduciary activities income$1,494,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$567,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$859,00094
YTD Gross Income employee benefit defined benefit$368,00074
YTD Gross Income from other retirement accounts$427,000159
YTD Gross Income corporate trust and agency$206,00056
Investment management and investment advisory agency accounts income$456,000277
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$5,000137
YTD Gross income custody and safekeeping agency accounts$113,000201
YTD Gross income other trust accounts$156,000115
Gross Fiduciary activities income$3,157,000197
YTD fiduciary expense (Dec. only)$2,540,000208
YTD fiduciary net loss (Dec. only)$5,000149
YTD fiduciary intracompany income (Dec. only)$579,00053
YTD net fiduciary income (Dec. only)$1,191,000168
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$351,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$631,00095
YTD Gross Income employee benefit defined benefit$186,00089
YTD Gross Income from other retirement accounts$309,000156
YTD Gross Income corporate trust and agency$56,00071
Investment management and investment advisory agency accounts income$299,000265
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000182
YTD Gross income other trust accounts$109,000105
Gross Fiduciary activities income$2,034,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$224,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$408,00099
YTD Gross Income employee benefit defined benefit$90,00097
YTD Gross Income from other retirement accounts$205,000155
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$211,000262
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000203
YTD Gross income other trust accounts$73,000108
Gross Fiduciary activities income$1,263,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$114,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$199,000101
YTD Gross Income employee benefit defined benefit$42,000101
YTD Gross Income from other retirement accounts$99,000171
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$92,000278
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000182
YTD Gross income other trust accounts$35,000104
Gross Fiduciary activities income$613,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$421,000372
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$741,000106
YTD Gross Income employee benefit defined benefit$184,00098
YTD Gross Income from other retirement accounts$401,000157
YTD Gross Income corporate trust and agency$31,000114
Investment management and investment advisory agency accounts income$409,000283
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$11,000126
YTD Gross income custody and safekeeping agency accounts$93,000242
YTD Gross income other trust accounts$114,000133
Gross Fiduciary activities income$2,405,000229
YTD fiduciary expense (Dec. only)$1,463,000303
YTD fiduciary net loss (Dec. only)$3,000157
YTD fiduciary intracompany income (Dec. only)$1,000163
YTD net fiduciary income (Dec. only)$940,000196
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$319,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$577,000103
YTD Gross Income employee benefit defined benefit$105,000105
YTD Gross Income from other retirement accounts$293,000154
YTD Gross Income corporate trust and agency$5,000130
Investment management and investment advisory agency accounts income$315,000246
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000213
YTD Gross income other trust accounts$83,000116
Gross Fiduciary activities income$1,778,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$221,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$389,00096
YTD Gross Income employee benefit defined benefit$100,00094
YTD Gross Income from other retirement accounts$193,000158
YTD Gross Income corporate trust and agency$9,000109
Investment management and investment advisory agency accounts income$192,000255
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000200
YTD Gross income other trust accounts$52,000118
Gross Fiduciary activities income$1,216,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$90,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$196,000101
YTD Gross Income employee benefit defined benefit$54,00090
YTD Gross Income from other retirement accounts$89,000167
YTD Gross Income corporate trust and agency$9,00090
Investment management and investment advisory agency accounts income$99,000253
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000203
YTD Gross income other trust accounts$18,000134
Gross Fiduciary activities income$585,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$341,000403
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$633,000112
YTD Gross Income employee benefit defined benefit$164,00098
YTD Gross Income from other retirement accounts$298,000182
YTD Gross Income corporate trust and agency$33,000124
Investment management and investment advisory agency accounts income$390,000281
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$85,00059
YTD Gross income custody and safekeeping agency accounts$47,000311
YTD Gross income other trust accounts$48,000207
Gross Fiduciary activities income$2,039,000244
YTD fiduciary expense (Dec. only)$1,579,000272
YTD fiduciary net loss (Dec. only)$10,000143
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$450,000281
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$269,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$459,000112
YTD Gross Income employee benefit defined benefit$120,00095
YTD Gross Income from other retirement accounts$184,000202
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$23,000272
YTD Gross income other trust accounts$52,000153
Gross Fiduciary activities income$1,480,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$190,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$316,000105
YTD Gross Income employee benefit defined benefit$78,00098
YTD Gross Income from other retirement accounts$120,000203
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$18,000274
YTD Gross income other trust accounts$14,000186
Gross Fiduciary activities income$979,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$102,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000113
YTD Gross Income employee benefit defined benefit$39,00098
YTD Gross Income from other retirement accounts$61,000196
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$14,000255
YTD Gross income other trust accounts$6,000180
Gross Fiduciary activities income$491,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$162,00059
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,444,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,892,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,296,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$626,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$154,00060
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,859,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,115,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,247,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$567,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$95,00079
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,515,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,890,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,260,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$630,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$73,000103
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,523,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,849,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,236,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$625,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$73,000101
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,147,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,728,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,070,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$464,000275
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$81,000102
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,078,000367
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$827,000372
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$594,000365
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$297,000373
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$103,000102
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$981,000411
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$93,000105
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$863,000450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,024,000418
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$941,000477
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$845,000499
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$719,000555
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$643,000633
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$584,000696
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$550,000707
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$500,000767
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$367,000864
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