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Stock Yards Bank & Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$14,272,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,446,00078
YTD Gross Income employee benefit defined benefit$78,000148
YTD Gross Income from other retirement accounts$6,858,00040
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$15,415,00095
Foundation and endowment and agency accounts income$1,174,00075
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$292,000142
YTD Gross income other trust accounts$256,00093
Gross Fiduciary activities income$39,791,00074
YTD fiduciary expense (Dec. only)$22,698,00084
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$1,000123
YTD net fiduciary income (Dec. only)$17,094,00066
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$10,590,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,063,00080
YTD Gross Income employee benefit defined benefit$69,000146
YTD Gross Income from other retirement accounts$5,164,00039
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$11,493,000100
Foundation and endowment and agency accounts income$872,00079
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$248,000124
YTD Gross income other trust accounts$195,00091
Gross Fiduciary activities income$29,694,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,119,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$694,00079
YTD Gross Income employee benefit defined benefit$47,000160
YTD Gross Income from other retirement accounts$3,386,00038
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$7,550,00099
Foundation and endowment and agency accounts income$569,00078
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$171,000122
YTD Gross income other trust accounts$129,00099
Gross Fiduciary activities income$19,665,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,250,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$338,00082
YTD Gross Income employee benefit defined benefit$24,000112
YTD Gross Income from other retirement accounts$1,680,00038
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$3,793,00058
Foundation and endowment and agency accounts income$283,00081
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$86,000126
YTD Gross income other trust accounts$68,00085
Gross Fiduciary activities income$9,522,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$13,213,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,435,00084
YTD Gross Income employee benefit defined benefit$85,000131
YTD Gross Income from other retirement accounts$6,186,00044
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$13,698,00057
Foundation and endowment and agency accounts income$1,051,00086
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$310,000131
YTD Gross income other trust accounts$67,000149
Gross Fiduciary activities income$36,045,00083
YTD fiduciary expense (Dec. only)$19,920,00093
YTD fiduciary net loss (Dec. only)$11,000146
YTD fiduciary intracompany income (Dec. only)$412,00077
YTD net fiduciary income (Dec. only)$16,526,00068
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$9,897,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,135,00083
YTD Gross Income employee benefit defined benefit$57,000130
YTD Gross Income from other retirement accounts$4,551,00044
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$10,157,00060
Foundation and endowment and agency accounts income$774,00085
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$207,000135
YTD Gross income other trust accounts$56,000127
Gross Fiduciary activities income$26,834,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,297,00049
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$736,00078
YTD Gross Income employee benefit defined benefit$31,000126
YTD Gross Income from other retirement accounts$2,874,00041
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$6,564,00053
Foundation and endowment and agency accounts income$490,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000149
YTD Gross income other trust accounts$598,00047
Gross Fiduciary activities income$17,690,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,347,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$423,00074
YTD Gross Income employee benefit defined benefit$15,000118
YTD Gross Income from other retirement accounts$1,561,00041
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$3,527,00049
Foundation and endowment and agency accounts income$260,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$64,000132
YTD Gross income other trust accounts$5,000123
Gross Fiduciary activities income$8,202,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,065,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,625,00077
YTD Gross Income employee benefit defined benefit$50,000132
YTD Gross Income from other retirement accounts$5,259,00043
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$11,950,00058
Foundation and endowment and agency accounts income$797,00087
YTD Gross income other trust and agency accounts$1,00095
YTD Gross income custody and safekeeping agency accounts$147,000174
YTD Gross income other trust accounts$641,00058
Gross Fiduciary activities income$27,535,00083
YTD fiduciary expense (Dec. only)$13,239,00097
YTD fiduciary net loss (Dec. only)$4,000144
YTD fiduciary intracompany income (Dec. only)$300,00073
YTD net fiduciary income (Dec. only)$14,592,00067
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$5,321,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,183,00076
YTD Gross Income employee benefit defined benefit$38,000122
YTD Gross Income from other retirement accounts$3,896,00045
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$8,815,00058
Foundation and endowment and agency accounts income$581,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$114,000165
YTD Gross income other trust accounts$216,00081
Gross Fiduciary activities income$20,164,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,471,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$753,00078
YTD Gross Income employee benefit defined benefit$26,000130
YTD Gross Income from other retirement accounts$2,512,00047
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$5,675,00058
Foundation and endowment and agency accounts income$373,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000173
YTD Gross income other trust accounts$180,00079
Gross Fiduciary activities income$13,062,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,624,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$361,00079
YTD Gross Income employee benefit defined benefit$11,000129
YTD Gross Income from other retirement accounts$1,216,00048
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$2,740,00059
Foundation and endowment and agency accounts income$176,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000172
YTD Gross income other trust accounts$65,00082
Gross Fiduciary activities income$6,228,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,029,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,409,00076
YTD Gross Income employee benefit defined benefit$47,000134
YTD Gross Income from other retirement accounts$4,318,00048
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$9,747,00062
Foundation and endowment and agency accounts income$589,00097
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$129,000187
YTD Gross income other trust accounts$93,000128
Gross Fiduciary activities income$23,361,00084
YTD fiduciary expense (Dec. only)$11,864,000100
YTD fiduciary net loss (Dec. only)$18,000110
YTD fiduciary intracompany income (Dec. only)$334,00070
YTD net fiduciary income (Dec. only)$11,813,00058
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$5,572,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,013,00077
YTD Gross Income employee benefit defined benefit$36,000125
YTD Gross Income from other retirement accounts$3,180,00048
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$7,190,00062
Foundation and endowment and agency accounts income$434,00095
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000178
YTD Gross income other trust accounts$39,000130
Gross Fiduciary activities income$17,559,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,090,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$670,00078
YTD Gross Income employee benefit defined benefit$24,000133
YTD Gross Income from other retirement accounts$2,063,00049
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$4,699,00062
Foundation and endowment and agency accounts income$282,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000189
YTD Gross income other trust accounts$31,000133
Gross Fiduciary activities income$11,919,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,185,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$338,00078
YTD Gross Income employee benefit defined benefit$12,000126
YTD Gross Income from other retirement accounts$1,055,00047
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$2,422,00062
Foundation and endowment and agency accounts income$144,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000178
YTD Gross income other trust accounts$19,000111
Gross Fiduciary activities income$6,208,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,164,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,438,00075
YTD Gross Income employee benefit defined benefit$65,000130
YTD Gross Income from other retirement accounts$3,821,00050
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$9,072,00062
Foundation and endowment and agency accounts income$558,00095
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$130,000182
YTD Gross income other trust accounts$337,00079
Gross Fiduciary activities income$22,585,00086
YTD fiduciary expense (Dec. only)$11,796,000103
YTD fiduciary net loss (Dec. only)$35,00078
YTD fiduciary intracompany income (Dec. only)$319,00073
YTD net fiduciary income (Dec. only)$11,073,00056
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$5,399,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,108,00075
YTD Gross Income employee benefit defined benefit$52,000122
YTD Gross Income from other retirement accounts$2,799,00052
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$6,696,00063
Foundation and endowment and agency accounts income$416,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000177
YTD Gross income other trust accounts$227,00083
Gross Fiduciary activities income$16,790,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,698,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$607,00083
YTD Gross Income employee benefit defined benefit$36,000125
YTD Gross Income from other retirement accounts$1,821,00053
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$4,377,00062
Foundation and endowment and agency accounts income$273,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000186
YTD Gross income other trust accounts$190,00079
Gross Fiduciary activities income$11,063,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,804,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$307,00081
YTD Gross Income employee benefit defined benefit$20,000118
YTD Gross Income from other retirement accounts$890,00052
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,131,00064
Foundation and endowment and agency accounts income$133,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000180
YTD Gross income other trust accounts$98,00071
Gross Fiduciary activities income$5,414,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,322,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,353,00080
YTD Gross Income employee benefit defined benefit$91,000127
YTD Gross Income from other retirement accounts$3,550,00050
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$8,395,00066
Foundation and endowment and agency accounts income$552,00094
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$161,000168
YTD Gross income other trust accounts$59,000150
Gross Fiduciary activities income$21,483,00087
YTD fiduciary expense (Dec. only)$11,032,000107
YTD fiduciary net loss (Dec. only)$10,000136
YTD fiduciary intracompany income (Dec. only)$255,00086
YTD net fiduciary income (Dec. only)$10,696,00063
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$5,512,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,021,00080
YTD Gross Income employee benefit defined benefit$72,000123
YTD Gross Income from other retirement accounts$2,645,00050
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$6,270,00065
Foundation and endowment and agency accounts income$419,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$128,000158
YTD Gross income other trust accounts$115,000105
Gross Fiduciary activities income$16,182,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,782,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$688,00078
YTD Gross Income employee benefit defined benefit$52,000121
YTD Gross Income from other retirement accounts$1,742,00052
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$4,149,00066
Foundation and endowment and agency accounts income$285,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000160
YTD Gross income other trust accounts$30,000136
Gross Fiduciary activities income$10,814,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,918,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$353,00074
YTD Gross Income employee benefit defined benefit$26,000118
YTD Gross Income from other retirement accounts$873,00051
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,079,00066
Foundation and endowment and agency accounts income$151,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000139
YTD Gross income other trust accounts$21,000116
Gross Fiduciary activities income$5,477,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,285,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,449,00076
YTD Gross Income employee benefit defined benefit$102,000123
YTD Gross Income from other retirement accounts$3,278,00049
YTD Gross Income corporate trust and agency$2,000166
Investment management and investment advisory agency accounts income$7,464,00067
Foundation and endowment and agency accounts income$540,00093
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$152,000173
YTD Gross income other trust accounts$193,000100
Gross Fiduciary activities income$20,465,00086
YTD fiduciary expense (Dec. only)$11,441,00099
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$302,00086
YTD net fiduciary income (Dec. only)$9,323,00065
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$5,522,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,084,00077
YTD Gross Income employee benefit defined benefit$77,000117
YTD Gross Income from other retirement accounts$2,426,00049
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$5,471,00067
Foundation and endowment and agency accounts income$400,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,000158
YTD Gross income other trust accounts$144,00097
Gross Fiduciary activities income$15,243,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,832,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$738,00073
YTD Gross Income employee benefit defined benefit$50,000119
YTD Gross Income from other retirement accounts$1,594,00049
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$3,576,00067
Foundation and endowment and agency accounts income$265,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000151
YTD Gross income other trust accounts$90,00097
Gross Fiduciary activities income$10,228,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,943,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$374,00074
YTD Gross Income employee benefit defined benefit$25,000119
YTD Gross Income from other retirement accounts$787,00050
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,748,00066
Foundation and endowment and agency accounts income$132,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000162
YTD Gross income other trust accounts$40,00090
Gross Fiduciary activities income$5,085,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
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$7,142,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,543,00071
YTD Gross Income employee benefit defined benefit$106,000118
YTD Gross Income from other retirement accounts$3,000,00048
YTD Gross Income corporate trust and agency$3,000152
Investment management and investment advisory agency accounts income$6,521,00069
Foundation and endowment and agency accounts income$491,00094
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$104,000200
YTD Gross income other trust accounts$199,000100
Gross Fiduciary activities income$19,109,00087
YTD fiduciary expense (Dec. only)$11,194,000101
YTD fiduciary net loss (Dec. only)$49,00078
YTD fiduciary intracompany income (Dec. only)$268,00082
YTD net fiduciary income (Dec. only)$8,134,00062
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$5,427,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,081,00074
YTD Gross Income employee benefit defined benefit$81,000115
YTD Gross Income from other retirement accounts$2,229,00048
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$4,789,00069
Foundation and endowment and agency accounts income$364,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000194
YTD Gross income other trust accounts$140,00097
Gross Fiduciary activities income$14,184,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
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$3,720,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$699,00075
YTD Gross Income employee benefit defined benefit$55,000116
YTD Gross Income from other retirement accounts$1,451,00049
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$3,108,00069
Foundation and endowment and agency accounts income$238,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000201
YTD Gross income other trust accounts$80,000104
Gross Fiduciary activities income$9,397,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,840,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$363,00074
YTD Gross Income employee benefit defined benefit$28,000116
YTD Gross Income from other retirement accounts$711,00050
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,519,00071
Foundation and endowment and agency accounts income$116,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000209
YTD Gross income other trust accounts$3,000177
Gross Fiduciary activities income$4,601,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,825,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,367,00075
YTD Gross Income employee benefit defined benefit$125,000115
YTD Gross Income from other retirement accounts$2,847,00051
YTD Gross Income corporate trust and agency$3,000162
Investment management and investment advisory agency accounts income$6,087,00070
Foundation and endowment and agency accounts income$433,00098
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$90,000225
YTD Gross income other trust accounts$117,000115
Gross Fiduciary activities income$17,894,00089
YTD fiduciary expense (Dec. only)$10,441,000107
YTD fiduciary net loss (Dec. only)$77,00055
YTD fiduciary intracompany income (Dec. only)$194,00097
YTD net fiduciary income (Dec. only)$7,570,00061
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$5,244,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,023,00077
YTD Gross Income employee benefit defined benefit$96,000111
YTD Gross Income from other retirement accounts$2,128,00051
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$4,563,00068
Foundation and endowment and agency accounts income$321,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000212
YTD Gross income other trust accounts$26,000156
Gross Fiduciary activities income$13,467,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,673,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$641,00078
YTD Gross Income employee benefit defined benefit$65,000110
YTD Gross Income from other retirement accounts$1,407,00050
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,020,00070
Foundation and endowment and agency accounts income$211,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000213
YTD Gross income other trust accounts$66,000105
Gross Fiduciary activities income$9,128,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,843,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$302,00078
YTD Gross Income employee benefit defined benefit$32,000108
YTD Gross Income from other retirement accounts$698,00051
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$1,488,00070
Foundation and endowment and agency accounts income$104,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000203
YTD Gross income other trust accounts$24,000116
Gross Fiduciary activities income$4,515,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,499,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,284,00073
YTD Gross Income employee benefit defined benefit$119,000116
YTD Gross Income from other retirement accounts$2,579,00053
YTD Gross Income corporate trust and agency$3,000163
Investment management and investment advisory agency accounts income$5,639,00070
Foundation and endowment and agency accounts income$535,00083
YTD Gross income other trust and agency accounts$108,00055
YTD Gross income custody and safekeeping agency accounts$87,000233
YTD Gross income other trust accounts$187,00096
Gross Fiduciary activities income$18,040,00084
YTD fiduciary expense (Dec. only)$10,485,000103
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$187,00096
YTD net fiduciary income (Dec. only)$7,742,00065
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$5,850,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$939,00073
YTD Gross Income employee benefit defined benefit$88,000111
YTD Gross Income from other retirement accounts$1,908,00051
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$4,182,00069
Foundation and endowment and agency accounts income$429,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000224
YTD Gross income other trust accounts$155,00099
Gross Fiduciary activities income$13,720,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,038,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$633,00075
YTD Gross Income employee benefit defined benefit$58,000112
YTD Gross Income from other retirement accounts$1,246,00053
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,732,00069
Foundation and endowment and agency accounts income$287,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000222
YTD Gross income other trust accounts$150,00079
Gross Fiduciary activities income$9,251,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,950,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$311,00076
YTD Gross Income employee benefit defined benefit$28,000114
YTD Gross Income from other retirement accounts$614,00056
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$1,348,00069
Foundation and endowment and agency accounts income$143,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000224
YTD Gross income other trust accounts$75,00079
Gross Fiduciary activities income$4,522,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,829,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,118,00081
YTD Gross Income employee benefit defined benefit$98,000126
YTD Gross Income from other retirement accounts$2,114,00057
YTD Gross Income corporate trust and agency$3,000166
Investment management and investment advisory agency accounts income$4,999,00069
Foundation and endowment and agency accounts income$562,00075
YTD Gross income other trust and agency accounts$113,00050
YTD Gross income custody and safekeeping agency accounts$89,000233
YTD Gross income other trust accounts$244,00089
Gross Fiduciary activities income$16,169,00088
YTD fiduciary expense (Dec. only)$9,279,000108
YTD fiduciary net loss (Dec. only)$5,000146
YTD fiduciary intracompany income (Dec. only)$154,00091
YTD net fiduciary income (Dec. only)$7,039,00063
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$5,090,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$825,00078
YTD Gross Income employee benefit defined benefit$73,000118
YTD Gross Income from other retirement accounts$1,539,00055
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,681,00068
Foundation and endowment and agency accounts income$422,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000205
YTD Gross income other trust accounts$302,00074
Gross Fiduciary activities income$12,077,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
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$3,447,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$559,00079
YTD Gross Income employee benefit defined benefit$48,000117
YTD Gross Income from other retirement accounts$1,017,00054
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$2,425,00068
Foundation and endowment and agency accounts income$282,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000205
YTD Gross income other trust accounts$173,00080
Gross Fiduciary activities income$8,046,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,657,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$290,00079
YTD Gross Income employee benefit defined benefit$24,000119
YTD Gross Income from other retirement accounts$503,00055
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,190,00068
Foundation and endowment and agency accounts income$139,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000213
YTD Gross income other trust accounts$54,00084
Gross Fiduciary activities income$3,903,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,754,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,081,00082
YTD Gross Income employee benefit defined benefit$99,000121
YTD Gross Income from other retirement accounts$1,820,00057
YTD Gross Income corporate trust and agency$2,000173
Investment management and investment advisory agency accounts income$4,567,00068
Foundation and endowment and agency accounts income$520,00073
YTD Gross income other trust and agency accounts$129,00047
YTD Gross income custody and safekeeping agency accounts$111,000206
YTD Gross income other trust accounts$264,00081
Gross Fiduciary activities income$14,347,00088
YTD fiduciary expense (Dec. only)$10,371,00092
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$150,00092
YTD net fiduciary income (Dec. only)$4,126,00081
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$4,345,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$844,00075
YTD Gross Income employee benefit defined benefit$75,000113
YTD Gross Income from other retirement accounts$1,341,00058
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$3,384,00066
Foundation and endowment and agency accounts income$380,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000188
YTD Gross income other trust accounts$177,00082
Gross Fiduciary activities income$10,726,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,004,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$551,00077
YTD Gross Income employee benefit defined benefit$50,000114
YTD Gross Income from other retirement accounts$880,00058
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,229,00064
Foundation and endowment and agency accounts income$247,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000186
YTD Gross income other trust accounts$118,00090
Gross Fiduciary activities income$7,200,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,470,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,00079
YTD Gross Income employee benefit defined benefit$25,000117
YTD Gross Income from other retirement accounts$434,00057
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,098,00063
Foundation and endowment and agency accounts income$118,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000176
YTD Gross income other trust accounts$38,00091
Gross Fiduciary activities income$3,516,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,887,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$907,00089
YTD Gross Income employee benefit defined benefit$114,000111
YTD Gross Income from other retirement accounts$1,734,00055
YTD Gross Income corporate trust and agency$2,000190
Investment management and investment advisory agency accounts income$4,217,00061
Foundation and endowment and agency accounts income$432,00079
YTD Gross income other trust and agency accounts$121,00052
YTD Gross income custody and safekeeping agency accounts$136,000180
YTD Gross income other trust accounts$312,00085
Gross Fiduciary activities income$13,862,00077
YTD fiduciary expense (Dec. only)$7,701,000110
YTD fiduciary net loss (Dec. only)$17,000113
YTD fiduciary intracompany income (Dec. only)$140,00099
YTD net fiduciary income (Dec. only)$6,284,00051
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$4,578,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$668,00091
YTD Gross Income employee benefit defined benefit$88,000111
YTD Gross Income from other retirement accounts$1,302,00053
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$3,160,00062
Foundation and endowment and agency accounts income$321,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$106,000163
YTD Gross income other trust accounts$232,00079
Gross Fiduciary activities income$10,545,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,103,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$560,00083
YTD Gross Income employee benefit defined benefit$55,000112
YTD Gross Income from other retirement accounts$859,00055
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$2,070,00064
Foundation and endowment and agency accounts income$210,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000162
YTD Gross income other trust accounts$207,00071
Gross Fiduciary activities income$7,199,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,506,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$296,00080
YTD Gross Income employee benefit defined benefit$37,000104
YTD Gross Income from other retirement accounts$417,00057
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,008,00067
Foundation and endowment and agency accounts income$102,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000146
YTD Gross income other trust accounts$97,00070
Gross Fiduciary activities income$3,537,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,520,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,375,00069
YTD Gross Income employee benefit defined benefit$122,000114
YTD Gross Income from other retirement accounts$1,519,00053
YTD Gross Income corporate trust and agency$2,000203
Investment management and investment advisory agency accounts income$3,738,00069
Foundation and endowment and agency accounts income$348,00082
YTD Gross income other trust and agency accounts$94,00060
YTD Gross income custody and safekeeping agency accounts$136,000187
YTD Gross income other trust accounts$406,00074
Gross Fiduciary activities income$13,260,00077
YTD fiduciary expense (Dec. only)$7,513,000105
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$115,000100
YTD net fiduciary income (Dec. only)$5,862,00056
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$3,918,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$858,00074
YTD Gross Income employee benefit defined benefit$92,000113
YTD Gross Income from other retirement accounts$1,116,00052
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$2,778,00068
Foundation and endowment and agency accounts income$253,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000172
YTD Gross income other trust accounts$348,00068
Gross Fiduciary activities income$9,538,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,700,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$582,00075
YTD Gross Income employee benefit defined benefit$61,000115
YTD Gross Income from other retirement accounts$739,00056
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,853,00071
Foundation and endowment and agency accounts income$166,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000160
YTD Gross income other trust accounts$268,00061
Gross Fiduciary activities income$6,493,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,327,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$304,00075
YTD Gross Income employee benefit defined benefit$31,000111
YTD Gross Income from other retirement accounts$365,00052
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$921,00070
Foundation and endowment and agency accounts income$80,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000169
YTD Gross income other trust accounts$170,00050
Gross Fiduciary activities income$3,261,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,724,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$883,00088
YTD Gross Income employee benefit defined benefit$158,000100
YTD Gross Income from other retirement accounts$1,334,00052
YTD Gross Income corporate trust and agency$3,000202
Investment management and investment advisory agency accounts income$3,258,00071
Foundation and endowment and agency accounts income$260,00087
YTD Gross income other trust and agency accounts$116,00052
YTD Gross income custody and safekeeping agency accounts$140,000194
YTD Gross income other trust accounts$304,00095
Gross Fiduciary activities income$11,180,00088
YTD fiduciary expense (Dec. only)$6,390,000119
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$255,00074
YTD net fiduciary income (Dec. only)$5,045,00063
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$3,759,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$592,00093
YTD Gross Income employee benefit defined benefit$128,00093
YTD Gross Income from other retirement accounts$976,00056
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$103,000179
YTD Gross income other trust accounts$187,000102
Gross Fiduciary activities income$8,203,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,578,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$370,00095
YTD Gross Income employee benefit defined benefit$88,00094
YTD Gross Income from other retirement accounts$630,00057
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$67,000187
YTD Gross income other trust accounts$149,000101
Gross Fiduciary activities income$5,472,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,246,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,00092
YTD Gross Income employee benefit defined benefit$43,00094
YTD Gross Income from other retirement accounts$310,00056
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$36,000179
YTD Gross income other trust accounts$73,000103
Gross Fiduciary activities income$2,671,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$132,00069
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,203,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,400,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,515,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,279,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,886,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,760,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,533,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,197,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,632,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,599,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,718,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,788,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$48,000117
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,813,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,065,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,447,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,697,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$65,000107
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,427,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,017,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,656,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,214,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$173,00077
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,301,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,156,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,085,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,026,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$278,00069
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,030,000130
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
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$7,256,000135
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
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$6,327,000147
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
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$5,194,000190
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,573,000201
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
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$3,332,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,400,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,086,000367
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,505,000430
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,340,000476
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,069,000536
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA