Home > S&T Bank > Gross Fiduciary and Related Services Income

S&T Bank, Gross Fiduciary and Related Services Income

2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,336,000232
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000245
YTD Gross Income employee benefit defined benefit$61,000104
YTD Gross Income from other retirement accounts$342,000226
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$986,000197
Foundation and endowment and agency accounts income$357,000112
YTD Gross income other trust and agency accounts$10,00079
YTD Gross income custody and safekeeping agency accounts$81,000206
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,228,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$664,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000179
YTD Gross Income employee benefit defined benefit$31,000151
YTD Gross Income from other retirement accounts$202,000201
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$574,000226
Foundation and endowment and agency accounts income$158,000114
YTD Gross income other trust and agency accounts$4,00059
YTD Gross income custody and safekeeping agency accounts$42,000199
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$1,704,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,790,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000202
YTD Gross Income employee benefit defined benefit$128,000101
YTD Gross Income from other retirement accounts$1,047,000157
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,304,000212
Foundation and endowment and agency accounts income$797,00088
YTD Gross income other trust and agency accounts$17,00076
YTD Gross income custody and safekeeping agency accounts$194,000181
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$7,385,000215
YTD fiduciary expense (Dec. only)$7,167,000165
YTD fiduciary net loss (Dec. only)$44,000116
YTD fiduciary intracompany income (Dec. only)$397,00068
YTD net fiduciary income (Dec. only)$571,000354
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$2,115,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000179
YTD Gross Income employee benefit defined benefit$98,000106
YTD Gross Income from other retirement accounts$811,000154
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,757,000209
Foundation and endowment and agency accounts income$605,00087
YTD Gross income other trust and agency accounts$19,00054
YTD Gross income custody and safekeeping agency accounts$153,000167
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$5,638,000213
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$1,455,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000200
YTD Gross Income employee benefit defined benefit$67,000132
YTD Gross Income from other retirement accounts$542,000149
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,175,000203
Foundation and endowment and agency accounts income$400,00090
YTD Gross income other trust and agency accounts$14,00057
YTD Gross income custody and safekeeping agency accounts$103,000164
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,809,000208
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
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$685,000178
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000186
YTD Gross Income employee benefit defined benefit$35,000101
YTD Gross Income from other retirement accounts$275,000152
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$593,000162
Foundation and endowment and agency accounts income$200,00094
YTD Gross income other trust and agency accounts$5,00057
YTD Gross income custody and safekeeping agency accounts$53,000163
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,872,000218
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
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$3,133,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000221
YTD Gross Income employee benefit defined benefit$125,000110
YTD Gross Income from other retirement accounts$1,221,000145
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,510,000162
Foundation and endowment and agency accounts income$883,00090
YTD Gross income other trust and agency accounts$28,00070
YTD Gross income custody and safekeeping agency accounts$164,000191
YTD Gross income other trust accounts$1,000219
Gross Fiduciary activities income$8,166,000206
YTD fiduciary expense (Dec. only)$7,513,000157
YTD fiduciary net loss (Dec. only)$22,000118
YTD fiduciary intracompany income (Dec. only)$630,00062
YTD net fiduciary income (Dec. only)$1,261,000284
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$2,402,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000205
YTD Gross Income employee benefit defined benefit$98,000106
YTD Gross Income from other retirement accounts$942,000141
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,004,000156
Foundation and endowment and agency accounts income$673,00094
YTD Gross income other trust and agency accounts$34,00056
YTD Gross income custody and safekeeping agency accounts$122,000185
YTD Gross income other trust accounts$2,000176
Gross Fiduciary activities income$6,353,000201
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
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$1,588,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000210
YTD Gross Income employee benefit defined benefit$67,000102
YTD Gross Income from other retirement accounts$648,000136
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,312,000146
Foundation and endowment and agency accounts income$437,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000180
YTD Gross income other trust accounts$2,000180
Gross Fiduciary activities income$4,203,000173
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
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$821,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000194
YTD Gross Income employee benefit defined benefit$35,00099
YTD Gross Income from other retirement accounts$342,000135
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$691,000143
Foundation and endowment and agency accounts income$223,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000175
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,194,000167
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$3,451,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000204
YTD Gross Income employee benefit defined benefit$84,000122
YTD Gross Income from other retirement accounts$1,315,000139
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,983,000135
Foundation and endowment and agency accounts income$632,000105
YTD Gross income other trust and agency accounts$12,00077
YTD Gross income custody and safekeeping agency accounts$136,000181
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$8,732,000168
YTD fiduciary expense (Dec. only)$8,499,000121
YTD fiduciary net loss (Dec. only)$11,000115
YTD fiduciary intracompany income (Dec. only)$496,00060
YTD net fiduciary income (Dec. only)$718,000324
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$2,604,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000187
YTD Gross Income employee benefit defined benefit$108,00095
YTD Gross Income from other retirement accounts$976,000136
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,981,000142
Foundation and endowment and agency accounts income$672,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000167
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$6,542,000166
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$1,694,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000202
YTD Gross Income employee benefit defined benefit$27,000129
YTD Gross Income from other retirement accounts$646,000138
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,450,000136
Foundation and endowment and agency accounts income$262,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$59,000191
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,207,000168
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$817,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000188
YTD Gross Income employee benefit defined benefit$11,000129
YTD Gross Income from other retirement accounts$305,000141
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$730,000138
Foundation and endowment and agency accounts income$127,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000185
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,054,000174
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$2,932,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000206
YTD Gross Income employee benefit defined benefit$6,000193
YTD Gross Income from other retirement accounts$1,104,000139
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,705,000134
Foundation and endowment and agency accounts income$521,000106
YTD Gross income other trust and agency accounts$9,00081
YTD Gross income custody and safekeeping agency accounts$92,000217
YTD Gross income other trust accounts$9,000184
Gross Fiduciary activities income$7,510,000172
YTD fiduciary expense (Dec. only)$8,010,000126
YTD fiduciary net loss (Dec. only)$10,000126
YTD fiduciary intracompany income (Dec. only)$424,00062
YTD net fiduciary income (Dec. only)$-86,0004,977
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$2,219,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000188
YTD Gross Income employee benefit defined benefit$5,000169
YTD Gross Income from other retirement accounts$826,000137
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$2,019,000133
Foundation and endowment and agency accounts income$404,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000209
YTD Gross income other trust accounts$8,000157
Gross Fiduciary activities income$5,650,000168
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$1,473,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000202
YTD Gross Income employee benefit defined benefit$3,000190
YTD Gross Income from other retirement accounts$548,000138
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,357,000134
Foundation and endowment and agency accounts income$264,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000218
YTD Gross income other trust accounts$7,000163
Gross Fiduciary activities income$3,765,000167
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$724,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000186
YTD Gross Income employee benefit defined benefit$2,000166
YTD Gross Income from other retirement accounts$281,000135
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$723,000130
Foundation and endowment and agency accounts income$139,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000212
YTD Gross income other trust accounts$4,000141
Gross Fiduciary activities income$1,923,000169
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$2,267,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$188,000178
YTD Gross Income employee benefit defined benefit$6,000196
YTD Gross Income from other retirement accounts$880,000158
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$2,448,000137
Foundation and endowment and agency accounts income$574,00094
YTD Gross income other trust and agency accounts$33,00062
YTD Gross income custody and safekeeping agency accounts$75,000234
YTD Gross income other trust accounts$15,000172
Gross Fiduciary activities income$6,486,000185
YTD fiduciary expense (Dec. only)$6,540,000138
YTD fiduciary net loss (Dec. only)$14,00097
YTD fiduciary intracompany income (Dec. only)$368,00069
YTD net fiduciary income (Dec. only)$300,000338
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$1,649,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$145,000170
YTD Gross Income employee benefit defined benefit$4,000179
YTD Gross Income from other retirement accounts$636,000155
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,760,000140
Foundation and endowment and agency accounts income$433,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000225
YTD Gross income other trust accounts$6,000170
Gross Fiduciary activities income$4,690,000188
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
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$1,079,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000173
YTD Gross Income employee benefit defined benefit$3,000188
YTD Gross Income from other retirement accounts$414,000156
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,181,000138
Foundation and endowment and agency accounts income$274,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000247
YTD Gross income other trust accounts$2,000191
Gross Fiduciary activities income$3,090,000191
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$528,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000170
YTD Gross Income employee benefit defined benefit$1,000187
YTD Gross Income from other retirement accounts$206,000154
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$597,000139
Foundation and endowment and agency accounts income$136,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000243
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,536,000194
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$2,277,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000170
YTD Gross Income employee benefit defined benefit$6,000213
YTD Gross Income from other retirement accounts$824,000155
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$2,644,000134
Foundation and endowment and agency accounts income$569,00093
YTD Gross income other trust and agency accounts$9,000102
YTD Gross income custody and safekeeping agency accounts$63,000270
YTD Gross income other trust accounts$9,000209
Gross Fiduciary activities income$6,657,000182
YTD fiduciary expense (Dec. only)$6,587,000132
YTD fiduciary net loss (Dec. only)$14,000122
YTD fiduciary intracompany income (Dec. only)$482,00066
YTD net fiduciary income (Dec. only)$538,000344
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$1,799,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000164
YTD Gross Income employee benefit defined benefit$4,000196
YTD Gross Income from other retirement accounts$622,000153
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,053,000131
Foundation and endowment and agency accounts income$429,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000253
YTD Gross income other trust accounts$8,000177
Gross Fiduciary activities income$5,175,000176
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
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$1,202,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$146,000164
YTD Gross Income employee benefit defined benefit$3,000193
YTD Gross Income from other retirement accounts$408,000155
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,412,000128
Foundation and endowment and agency accounts income$272,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000254
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,477,000173
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
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$609,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000164
YTD Gross Income employee benefit defined benefit$1,000193
YTD Gross Income from other retirement accounts$208,000153
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$721,000125
Foundation and endowment and agency accounts income$137,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000250
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,768,000177
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$2,205,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$288,000162
YTD Gross Income employee benefit defined benefit$5,000222
YTD Gross Income from other retirement accounts$790,000149
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$2,744,000125
Foundation and endowment and agency accounts income$571,00089
YTD Gross income other trust and agency accounts$10,000117
YTD Gross income custody and safekeeping agency accounts$59,000274
YTD Gross income other trust accounts$5,000252
Gross Fiduciary activities income$6,677,000175
YTD fiduciary expense (Dec. only)$6,936,000133
YTD fiduciary net loss (Dec. only)$17,000104
YTD fiduciary intracompany income (Dec. only)$564,00060
YTD net fiduciary income (Dec. only)$288,000405
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$1,667,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000157
YTD Gross Income employee benefit defined benefit$4,000191
YTD Gross Income from other retirement accounts$585,000147
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,022,000125
Foundation and endowment and agency accounts income$435,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000244
YTD Gross income other trust accounts$18,000164
Gross Fiduciary activities income$4,998,000176
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
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$1,143,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000158
YTD Gross Income employee benefit defined benefit$3,000189
YTD Gross Income from other retirement accounts$390,000148
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,333,000126
Foundation and endowment and agency accounts income$300,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000245
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,347,000173
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
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$534,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000158
YTD Gross Income employee benefit defined benefit$1,000187
YTD Gross Income from other retirement accounts$195,000141
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$664,000125
Foundation and endowment and agency accounts income$145,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000250
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,628,000178
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$2,208,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000176
YTD Gross Income employee benefit defined benefit$5,000221
YTD Gross Income from other retirement accounts$749,000143
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$2,740,000116
Foundation and endowment and agency accounts income$541,00087
YTD Gross income other trust and agency accounts$9,000125
YTD Gross income custody and safekeeping agency accounts$56,000281
YTD Gross income other trust accounts$119,000122
Gross Fiduciary activities income$6,680,000166
YTD fiduciary expense (Dec. only)$6,665,000133
YTD fiduciary net loss (Dec. only)$11,000113
YTD fiduciary intracompany income (Dec. only)$575,00056
YTD net fiduciary income (Dec. only)$579,000302
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$1,668,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$186,000170
YTD Gross Income employee benefit defined benefit$3,000195
YTD Gross Income from other retirement accounts$559,000137
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,036,000115
Foundation and endowment and agency accounts income$405,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000250
YTD Gross income other trust accounts$88,000116
Gross Fiduciary activities income$4,994,000165
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$1,140,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$123,000170
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$370,000139
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,354,000116
Foundation and endowment and agency accounts income$272,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000248
YTD Gross income other trust accounts$53,000123
Gross Fiduciary activities income$3,347,000165
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$530,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000171
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$184,000139
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$666,000118
Foundation and endowment and agency accounts income$127,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000244
YTD Gross income other trust accounts$35,00093
Gross Fiduciary activities income$1,621,000168
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$2,356,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$274,000180
YTD Gross Income employee benefit defined benefit$5,000231
YTD Gross Income from other retirement accounts$801,000133
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$2,934,000114
Foundation and endowment and agency accounts income$549,00085
YTD Gross income other trust and agency accounts$11,000135
YTD Gross income custody and safekeeping agency accounts$58,000291
YTD Gross income other trust accounts$79,000143
Gross Fiduciary activities income$7,067,000159
YTD fiduciary expense (Dec. only)$6,864,000130
YTD fiduciary net loss (Dec. only)$40,00070
YTD fiduciary intracompany income (Dec. only)$628,00055
YTD net fiduciary income (Dec. only)$791,000273
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$1,798,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$210,000171
YTD Gross Income employee benefit defined benefit$4,000201
YTD Gross Income from other retirement accounts$605,000128
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,232,000111
Foundation and endowment and agency accounts income$419,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000255
YTD Gross income other trust accounts$53,000136
Gross Fiduciary activities income$5,374,000158
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$1,230,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000169
YTD Gross Income employee benefit defined benefit$2,000199
YTD Gross Income from other retirement accounts$406,000127
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,543,000111
Foundation and endowment and agency accounts income$286,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000254
YTD Gross income other trust accounts$67,000103
Gross Fiduciary activities income$3,714,000158
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$584,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000165
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$200,000126
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$847,000105
Foundation and endowment and agency accounts income$136,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000249
YTD Gross income other trust accounts$28,000109
Gross Fiduciary activities income$1,887,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,421,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$317,000165
YTD Gross Income employee benefit defined benefit$10,000219
YTD Gross Income from other retirement accounts$771,000127
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$2,960,000106
Foundation and endowment and agency accounts income$535,00083
YTD Gross income other trust and agency accounts$14,000117
YTD Gross income custody and safekeeping agency accounts$46,000313
YTD Gross income other trust accounts$167,000105
Gross Fiduciary activities income$7,241,000155
YTD fiduciary expense (Dec. only)$6,150,000140
YTD fiduciary net loss (Dec. only)$1,000169
YTD fiduciary intracompany income (Dec. only)$731,00050
YTD net fiduciary income (Dec. only)$1,821,000168
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$1,836,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$243,000157
YTD Gross Income employee benefit defined benefit$9,000193
YTD Gross Income from other retirement accounts$573,000124
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$2,239,000105
Foundation and endowment and agency accounts income$401,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000273
YTD Gross income other trust accounts$148,000101
Gross Fiduciary activities income$5,492,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,252,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$167,000158
YTD Gross Income employee benefit defined benefit$8,000183
YTD Gross Income from other retirement accounts$376,000125
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,476,000105
Foundation and endowment and agency accounts income$268,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000277
YTD Gross income other trust accounts$154,00078
Gross Fiduciary activities income$3,728,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$662,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000153
YTD Gross Income employee benefit defined benefit$4,000184
YTD Gross Income from other retirement accounts$185,000126
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$723,000108
Foundation and endowment and agency accounts income$126,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000284
YTD Gross income other trust accounts$81,00074
Gross Fiduciary activities income$1,884,000148
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$2,464,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$317,000161
YTD Gross Income employee benefit defined benefit$20,000203
YTD Gross Income from other retirement accounts$659,000135
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$2,455,000116
Foundation and endowment and agency accounts income$467,00087
YTD Gross income other trust and agency accounts$13,000117
YTD Gross income custody and safekeeping agency accounts$34,000335
YTD Gross income other trust accounts$103,000124
Gross Fiduciary activities income$6,532,000153
YTD fiduciary expense (Dec. only)$6,829,000125
YTD fiduciary net loss (Dec. only)$13,000118
YTD fiduciary intracompany income (Dec. only)$635,00052
YTD net fiduciary income (Dec. only)$325,000381
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$1,902,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$235,000159
YTD Gross Income employee benefit defined benefit$14,000179
YTD Gross Income from other retirement accounts$489,000130
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,809,000111
Foundation and endowment and agency accounts income$350,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000278
YTD Gross income other trust accounts$121,00094
Gross Fiduciary activities income$4,956,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,335,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$154,000160
YTD Gross Income employee benefit defined benefit$10,000174
YTD Gross Income from other retirement accounts$324,000131
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,203,000111
Foundation and endowment and agency accounts income$245,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000283
YTD Gross income other trust accounts$34,000136
Gross Fiduciary activities income$3,329,000150
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$661,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000163
YTD Gross Income employee benefit defined benefit$6,000168
YTD Gross Income from other retirement accounts$169,000123
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$584,000119
Foundation and endowment and agency accounts income$111,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000287
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,618,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,382,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$362,000153
YTD Gross Income employee benefit defined benefit$15,000213
YTD Gross Income from other retirement accounts$619,000125
YTD Gross Income corporate trust and agency$4,000157
Investment management and investment advisory agency accounts income$2,136,000116
Foundation and endowment and agency accounts income$257,000114
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$77,000244
YTD Gross income other trust accounts$201,00090
Gross Fiduciary activities income$6,053,000152
YTD fiduciary expense (Dec. only)$5,435,000136
YTD fiduciary net loss (Dec. only)$182,00039
YTD fiduciary intracompany income (Dec. only)$561,00057
YTD net fiduciary income (Dec. only)$997,000197
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$1,701,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$283,000147
YTD Gross Income employee benefit defined benefit$12,000185
YTD Gross Income from other retirement accounts$465,000120
YTD Gross Income corporate trust and agency$4,000114
Investment management and investment advisory agency accounts income$1,573,000117
Foundation and endowment and agency accounts income$336,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000210
YTD Gross income other trust accounts$183,00080
Gross Fiduciary activities income$4,620,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,166,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$201,000146
YTD Gross Income employee benefit defined benefit$7,000186
YTD Gross Income from other retirement accounts$311,000125
YTD Gross Income corporate trust and agency$4,000108
Investment management and investment advisory agency accounts income$1,083,000110
Foundation and endowment and agency accounts income$226,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000207
YTD Gross income other trust accounts$85,00096
Gross Fiduciary activities income$3,127,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$547,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000145
YTD Gross Income employee benefit defined benefit$4,000178
YTD Gross Income from other retirement accounts$141,000137
YTD Gross Income corporate trust and agency$1,000112
Investment management and investment advisory agency accounts income$543,000111
Foundation and endowment and agency accounts income$103,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000215
YTD Gross income other trust accounts$45,00084
Gross Fiduciary activities income$1,504,000153
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$2,095,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$377,000150
YTD Gross Income employee benefit defined benefit$14,000213
YTD Gross Income from other retirement accounts$580,000127
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$2,039,000106
Foundation and endowment and agency accounts income$415,00082
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$84,000234
YTD Gross income other trust accounts$35,000192
Gross Fiduciary activities income$5,639,000135
YTD fiduciary expense (Dec. only)$5,052,000136
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$404,00063
YTD net fiduciary income (Dec. only)$990,000193
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$1,622,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$285,000147
YTD Gross Income employee benefit defined benefit$11,000192
YTD Gross Income from other retirement accounts$440,000129
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,454,000111
Foundation and endowment and agency accounts income$316,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000215
YTD Gross income other trust accounts$87,000114
Gross Fiduciary activities income$4,278,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,111,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000151
YTD Gross Income employee benefit defined benefit$7,000192
YTD Gross Income from other retirement accounts$294,000130
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$972,000115
Foundation and endowment and agency accounts income$213,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000221
YTD Gross income other trust accounts$62,000114
Gross Fiduciary activities income$2,891,000138
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$561,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$96,000151
YTD Gross Income employee benefit defined benefit$3,000194
YTD Gross Income from other retirement accounts$146,000130
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$489,000113
Foundation and endowment and agency accounts income$100,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000232
YTD Gross income other trust accounts$10,000146
Gross Fiduciary activities income$1,424,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,170,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$302,000167
YTD Gross Income employee benefit defined benefit$21,000199
YTD Gross Income from other retirement accounts$534,000133
YTD Gross Income corporate trust and agency$16,000132
Investment management and investment advisory agency accounts income$1,810,000115
Foundation and endowment and agency accounts income$431,00069
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$89,000246
YTD Gross income other trust accounts$115,000132
Gross Fiduciary activities income$5,488,000133
YTD fiduciary expense (Dec. only)$4,096,000162
YTD fiduciary net loss (Dec. only)$119,00047
YTD fiduciary intracompany income (Dec. only)$593,00052
YTD net fiduciary income (Dec. only)$1,866,000128
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,636,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000164
YTD Gross Income employee benefit defined benefit$17,000171
YTD Gross Income from other retirement accounts$390,000131
YTD Gross Income corporate trust and agency$9,000116
Investment management and investment advisory agency accounts income$1,334,000112
Foundation and endowment and agency accounts income$308,00068
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000222
YTD Gross income other trust accounts$94,000113
Gross Fiduciary activities income$4,106,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,074,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000156
YTD Gross Income employee benefit defined benefit$11,000171
YTD Gross Income from other retirement accounts$267,000129
YTD Gross Income corporate trust and agency$8,000111
Investment management and investment advisory agency accounts income$884,000115
Foundation and endowment and agency accounts income$217,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000216
YTD Gross income other trust accounts$73,000106
Gross Fiduciary activities income$2,794,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$579,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000150
YTD Gross Income employee benefit defined benefit$5,000175
YTD Gross Income from other retirement accounts$135,000126
YTD Gross Income corporate trust and agency$8,00093
Investment management and investment advisory agency accounts income$440,000115
Foundation and endowment and agency accounts income$109,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000221
YTD Gross income other trust accounts$59,00092
Gross Fiduciary activities income$1,456,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,208,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,000145
YTD Gross Income employee benefit defined benefit$36,000169
YTD Gross Income from other retirement accounts$484,000128
YTD Gross Income corporate trust and agency$1,000225
Investment management and investment advisory agency accounts income$1,664,000118
Foundation and endowment and agency accounts income$401,00065
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$84,000255
YTD Gross income other trust accounts$25,000237
Gross Fiduciary activities income$5,278,000138
YTD fiduciary expense (Dec. only)$5,001,000133
YTD fiduciary net loss (Dec. only)$180,00042
YTD fiduciary intracompany income (Dec. only)$744,00047
YTD net fiduciary income (Dec. only)$841,000207
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,802,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$283,000143
YTD Gross Income employee benefit defined benefit$25,000161
YTD Gross Income from other retirement accounts$357,000130
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$65,000229
YTD Gross income other trust accounts$18,000184
Gross Fiduciary activities income$3,945,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,192,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000140
YTD Gross Income employee benefit defined benefit$19,000153
YTD Gross Income from other retirement accounts$228,000131
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$46,000226
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,590,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$520,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000145
YTD Gross Income employee benefit defined benefit$9,000149
YTD Gross Income from other retirement accounts$108,000130
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$19,000238
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,188,000145
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$1,000180
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,624,000144
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$4,263,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,761,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,403,000146
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$4,000165
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,764,000147
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$4,331,000144
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$2,957,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,406,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,000142
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,241,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,810,000135
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$3,315,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,799,000128
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$13,000162
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,214,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,906,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,610,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,265,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,632,000161
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
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,380,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,261,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,128,000164
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$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,167,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,105,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,082,000182
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
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$1,036,000187
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
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$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,180,000181
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$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,017,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,758,000201
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
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,936,000223
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
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,661,000230
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
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$3,181,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,839,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,401,000345
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,212,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,814,000400
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$1,520,000436
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