Home > Sunflower Bank > Gross Fiduciary and Related Services Income

Sunflower Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,886,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$138,000191
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$566,000231
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,494,000203
Foundation and endowment and agency accounts income$182,000212
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$352,000127
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,618,000248
YTD fiduciary expense (Dec. only)$4,967,000210
YTD fiduciary net loss (Dec. only)$8,000167
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$643,000345
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,463,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$105,000170
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$430,000212
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,900,000201
Foundation and endowment and agency accounts income$138,000187
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$243,000126
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$4,279,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,007,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000186
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$295,000223
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,278,000197
Foundation and endowment and agency accounts income$92,000200
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$156,000131
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,900,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$478,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000166
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$154,000219
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$651,000157
Foundation and endowment and agency accounts income$44,000190
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$78,000134
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,444,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,255,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000186
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$684,000217
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,248,000140
Foundation and endowment and agency accounts income$133,000249
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$257,000152
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$6,760,000237
YTD fiduciary expense (Dec. only)$4,991,000217
YTD fiduciary net loss (Dec. only)$5,000170
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,764,000244
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,791,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$138,000175
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$538,000205
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,606,000138
Foundation and endowment and agency accounts income$113,000210
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$187,000145
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,373,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,228,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000176
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$380,000192
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,937,000122
Foundation and endowment and agency accounts income$68,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,000131
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,833,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$609,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000176
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$195,000189
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$983,000123
Foundation and endowment and agency accounts income$41,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000131
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,934,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,543,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000189
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$830,000185
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$3,520,000126
Foundation and endowment and agency accounts income$245,000172
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$271,000125
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$7,585,000189
YTD fiduciary expense (Dec. only)$8,522,000120
YTD fiduciary net loss (Dec. only)$10,000119
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$-947,0004,834
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,970,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000175
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$631,000177
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,579,000127
Foundation and endowment and agency accounts income$187,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$204,000117
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,702,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,342,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000188
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$422,000180
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,673,000128
Foundation and endowment and agency accounts income$123,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$133,000128
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,779,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
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$652,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000179
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$207,000177
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$827,000131
Foundation and endowment and agency accounts income$60,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000124
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,848,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,737,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000205
YTD Gross Income employee benefit defined benefit$1,000204
YTD Gross Income from other retirement accounts$608,000206
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,291,000150
Foundation and endowment and agency accounts income$133,000207
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$227,000140
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$5,130,000220
YTD fiduciary expense (Dec. only)$5,997,000146
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$-873,0004,993
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$1,007,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000192
YTD Gross Income employee benefit defined benefit$1,000179
YTD Gross Income from other retirement accounts$414,000205
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,445,000160
Foundation and endowment and agency accounts income$104,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000139
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,217,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$611,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000211
YTD Gross Income employee benefit defined benefit$1,000196
YTD Gross Income from other retirement accounts$261,000221
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$849,000173
Foundation and endowment and agency accounts income$63,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,000148
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,940,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$300,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000183
YTD Gross Income employee benefit defined benefit$1,000172
YTD Gross Income from other retirement accounts$133,000210
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$429,000172
Foundation and endowment and agency accounts income$32,000191
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000150
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$973,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,152,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000207
YTD Gross Income employee benefit defined benefit$26,000163
YTD Gross Income from other retirement accounts$506,000217
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,698,000174
Foundation and endowment and agency accounts income$105,000213
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$149,000169
YTD Gross income other trust accounts$24,000164
Gross Fiduciary activities income$3,768,000250
YTD fiduciary expense (Dec. only)$4,815,000174
YTD fiduciary net loss (Dec. only)$-2,0005,164
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$-1,045,0005,170
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$865,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000186
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$371,000213
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,242,000173
Foundation and endowment and agency accounts income$102,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000198
YTD Gross income other trust accounts$21,000147
Gross Fiduciary activities income$2,775,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$573,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000193
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$241,000223
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$814,000178
Foundation and endowment and agency accounts income$72,000192
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000219
YTD Gross income other trust accounts$5,000172
Gross Fiduciary activities income$1,820,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$275,000251
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000185
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$117,000223
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$391,000178
Foundation and endowment and agency accounts income$38,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000214
YTD Gross income other trust accounts$3,000155
Gross Fiduciary activities income$885,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,095,000255
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000215
YTD Gross Income employee benefit defined benefit$10,000201
YTD Gross Income from other retirement accounts$419,000235
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,434,000195
Foundation and endowment and agency accounts income$150,000197
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$141,000180
YTD Gross income other trust accounts$516,00067
Gross Fiduciary activities income$3,882,000245
YTD fiduciary expense (Dec. only)$5,125,000157
YTD fiduciary net loss (Dec. only)$61,00075
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$-1,304,0005,403
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$786,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000213
YTD Gross Income employee benefit defined benefit$7,000186
YTD Gross Income from other retirement accounts$303,000234
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,021,000200
Foundation and endowment and agency accounts income$113,000187
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,000166
YTD Gross income other trust accounts$513,00060
Gross Fiduciary activities income$2,947,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$477,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000224
YTD Gross Income employee benefit defined benefit$4,000189
YTD Gross Income from other retirement accounts$189,000244
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$623,000207
Foundation and endowment and agency accounts income$79,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000190
YTD Gross income other trust accounts$507,00050
Gross Fiduciary activities income$1,986,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$119,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000224
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$82,000259
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$220,000246
Foundation and endowment and agency accounts income$40,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000295
YTD Gross income other trust accounts$478,00034
Gross Fiduciary activities income$972,000246
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
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$462,000402
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000231
YTD Gross Income employee benefit defined benefit$1,000239
YTD Gross Income from other retirement accounts$328,000259
YTD Gross Income corporate trust and agency$1,000179
Investment management and investment advisory agency accounts income$807,000257
Foundation and endowment and agency accounts income$165,000180
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$28,000352
YTD Gross income other trust accounts$1,326,00042
Gross Fiduciary activities income$3,228,000266
YTD fiduciary expense (Dec. only)$4,176,000184
YTD fiduciary net loss (Dec. only)$4,000147
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$-952,0005,663
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$350,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$84,000209
YTD Gross Income employee benefit defined benefit$1,000202
YTD Gross Income from other retirement accounts$239,000252
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$595,000255
Foundation and endowment and agency accounts income$122,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000292
YTD Gross income other trust accounts$876,00044
Gross Fiduciary activities income$2,287,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$231,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000206
YTD Gross Income employee benefit defined benefit$1,000197
YTD Gross Income from other retirement accounts$149,000252
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$382,000255
Foundation and endowment and agency accounts income$79,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000292
YTD Gross income other trust accounts$373,00057
Gross Fiduciary activities income$1,285,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$114,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000216
YTD Gross Income employee benefit defined benefit$1,000187
YTD Gross Income from other retirement accounts$72,000254
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$186,000255
Foundation and endowment and agency accounts income$37,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000292
YTD Gross income other trust accounts$169,00053
Gross Fiduciary activities income$610,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$314,000459
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000240
YTD Gross Income employee benefit defined benefit$34,000168
YTD Gross Income from other retirement accounts$265,000265
YTD Gross Income corporate trust and agency$1,000176
Investment management and investment advisory agency accounts income$671,000275
Foundation and endowment and agency accounts income$135,000191
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$42,000316
YTD Gross income other trust accounts$635,00059
Gross Fiduciary activities income$2,194,000315
YTD fiduciary expense (Dec. only)$3,216,000208
YTD fiduciary net loss (Dec. only)$-52,0005,906
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$-970,0005,906
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$232,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000221
YTD Gross Income employee benefit defined benefit$24,000153
YTD Gross Income from other retirement accounts$196,000252
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$504,000260
Foundation and endowment and agency accounts income$101,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000266
YTD Gross income other trust accounts$445,00061
Gross Fiduciary activities income$1,609,000321
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$158,000362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000219
YTD Gross Income employee benefit defined benefit$16,000153
YTD Gross Income from other retirement accounts$128,000260
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$341,000258
Foundation and endowment and agency accounts income$66,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000266
YTD Gross income other trust accounts$259,00065
Gross Fiduciary activities income$1,040,000325
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$83,000362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000221
YTD Gross Income employee benefit defined benefit$9,000151
YTD Gross Income from other retirement accounts$61,000265
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$175,000253
Foundation and endowment and agency accounts income$32,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000258
YTD Gross income other trust accounts$112,00061
Gross Fiduciary activities income$507,000326
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$754,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000195
YTD Gross Income employee benefit defined benefit$40,000168
YTD Gross Income from other retirement accounts$328,000247
YTD Gross Income corporate trust and agency$2,000170
Investment management and investment advisory agency accounts income$558,000295
Foundation and endowment and agency accounts income$136,000195
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$1,000471
YTD Gross income other trust accounts$530,00064
Gross Fiduciary activities income$2,564,000292
YTD fiduciary expense (Dec. only)$2,571,000244
YTD fiduciary net loss (Dec. only)$39,00072
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$-46,000551
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$604,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000183
YTD Gross Income employee benefit defined benefit$27,000156
YTD Gross Income from other retirement accounts$255,000232
YTD Gross Income corporate trust and agency$2,000126
Investment management and investment advisory agency accounts income$430,000278
Foundation and endowment and agency accounts income$102,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000354
YTD Gross income other trust accounts$447,00062
Gross Fiduciary activities income$2,037,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$439,000273
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000183
YTD Gross Income employee benefit defined benefit$17,000160
YTD Gross Income from other retirement accounts$178,000226
YTD Gross Income corporate trust and agency$2,000116
Investment management and investment advisory agency accounts income$294,000275
Foundation and endowment and agency accounts income$69,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0359
YTD Gross income other trust accounts$291,00063
Gross Fiduciary activities income$1,407,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$223,000269
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000186
YTD Gross Income employee benefit defined benefit$9,000154
YTD Gross Income from other retirement accounts$87,000229
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$151,000273
Foundation and endowment and agency accounts income$34,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0352
YTD Gross income other trust accounts$177,00053
Gross Fiduciary activities income$735,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$882,000289
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$225,000189
YTD Gross Income employee benefit defined benefit$32,000176
YTD Gross Income from other retirement accounts$401,000209
YTD Gross Income corporate trust and agency$4,000155
Investment management and investment advisory agency accounts income$1,106,000202
Foundation and endowment and agency accounts income$137,000184
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$2,000470
YTD Gross income other trust accounts$691,00057
Gross Fiduciary activities income$3,480,000246
YTD fiduciary expense (Dec. only)$2,549,000234
YTD fiduciary net loss (Dec. only)$76,00056
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$855,000258
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$583,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000181
YTD Gross Income employee benefit defined benefit$23,000164
YTD Gross Income from other retirement accounts$297,000205
YTD Gross Income corporate trust and agency$3,000120
Investment management and investment advisory agency accounts income$922,000190
Foundation and endowment and agency accounts income$97,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000352
YTD Gross income other trust accounts$534,00059
Gross Fiduciary activities income$2,630,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$348,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000175
YTD Gross Income employee benefit defined benefit$15,000165
YTD Gross Income from other retirement accounts$204,000201
YTD Gross Income corporate trust and agency$3,000108
Investment management and investment advisory agency accounts income$768,000168
Foundation and endowment and agency accounts income$63,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$307,00084
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,838,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$136,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000187
YTD Gross Income employee benefit defined benefit$7,000167
YTD Gross Income from other retirement accounts$103,000199
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$425,000153
Foundation and endowment and agency accounts income$31,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000339
YTD Gross income other trust accounts$70,00081
Gross Fiduciary activities income$827,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$400,000422
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$251,000176
YTD Gross Income employee benefit defined benefit$29,000183
YTD Gross Income from other retirement accounts$459,000176
YTD Gross Income corporate trust and agency$12,000128
Investment management and investment advisory agency accounts income$2,013,000130
Foundation and endowment and agency accounts income$115,000189
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$1,000468
YTD Gross income other trust accounts$181,00099
Gross Fiduciary activities income$3,461,000237
YTD fiduciary expense (Dec. only)$1,811,000280
YTD fiduciary net loss (Dec. only)$241,00032
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,409,000173
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$268,000342
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000173
YTD Gross Income employee benefit defined benefit$21,000163
YTD Gross Income from other retirement accounts$343,000169
YTD Gross Income corporate trust and agency$9,00093
Investment management and investment advisory agency accounts income$1,524,000125
Foundation and endowment and agency accounts income$85,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000340
YTD Gross income other trust accounts$135,00092
Gross Fiduciary activities income$2,571,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$182,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000191
YTD Gross Income employee benefit defined benefit$14,000159
YTD Gross Income from other retirement accounts$225,000169
YTD Gross Income corporate trust and agency$8,00093
Investment management and investment advisory agency accounts income$1,056,000120
Foundation and endowment and agency accounts income$56,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000342
YTD Gross income other trust accounts$88,00093
Gross Fiduciary activities income$1,725,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$96,000342
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000201
YTD Gross Income employee benefit defined benefit$7,000159
YTD Gross Income from other retirement accounts$108,000173
YTD Gross Income corporate trust and agency$4,00087
Investment management and investment advisory agency accounts income$581,000120
Foundation and endowment and agency accounts income$27,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$37,00091
Gross Fiduciary activities income$901,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$369,000432
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$158,000215
YTD Gross Income employee benefit defined benefit$29,000176
YTD Gross Income from other retirement accounts$411,000178
YTD Gross Income corporate trust and agency$6,000145
Investment management and investment advisory agency accounts income$1,718,000134
Foundation and endowment and agency accounts income$106,000184
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$1,000454
YTD Gross income other trust accounts$143,000108
Gross Fiduciary activities income$2,941,000243
YTD fiduciary expense (Dec. only)$1,604,000287
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,330,000165
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$272,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000203
YTD Gross Income employee benefit defined benefit$18,000171
YTD Gross Income from other retirement accounts$305,000175
YTD Gross Income corporate trust and agency$6,000110
Investment management and investment advisory agency accounts income$1,258,000135
Foundation and endowment and agency accounts income$79,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000331
YTD Gross income other trust accounts$99,000101
Gross Fiduciary activities income$2,151,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$178,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000204
YTD Gross Income employee benefit defined benefit$11,000173
YTD Gross Income from other retirement accounts$201,000178
YTD Gross Income corporate trust and agency$6,00099
Investment management and investment advisory agency accounts income$853,000130
Foundation and endowment and agency accounts income$53,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000330
YTD Gross income other trust accounts$62,000110
Gross Fiduciary activities income$1,441,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$89,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000205
YTD Gross Income employee benefit defined benefit$5,000175
YTD Gross Income from other retirement accounts$95,000187
YTD Gross Income corporate trust and agency$2,000104
Investment management and investment advisory agency accounts income$422,000132
Foundation and endowment and agency accounts income$28,000164
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000318
YTD Gross income other trust accounts$26,000104
Gross Fiduciary activities income$705,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$377,000410
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$143,000221
YTD Gross Income employee benefit defined benefit$20,000200
YTD Gross Income from other retirement accounts$386,000169
YTD Gross Income corporate trust and agency$17,000123
Investment management and investment advisory agency accounts income$1,650,000123
Foundation and endowment and agency accounts income$104,000176
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$3,000430
YTD Gross income other trust accounts$119,000129
Gross Fiduciary activities income$2,819,000209
YTD fiduciary expense (Dec. only)$1,630,000283
YTD fiduciary net loss (Dec. only)$22,000106
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,167,000175
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$261,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000202
YTD Gross Income employee benefit defined benefit$15,000183
YTD Gross Income from other retirement accounts$285,000167
YTD Gross Income corporate trust and agency$9,000111
Investment management and investment advisory agency accounts income$1,323,000117
Foundation and endowment and agency accounts income$79,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000319
YTD Gross income other trust accounts$93,000109
Gross Fiduciary activities income$2,170,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$169,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000208
YTD Gross Income employee benefit defined benefit$10,000181
YTD Gross Income from other retirement accounts$189,000167
YTD Gross Income corporate trust and agency$8,000106
Investment management and investment advisory agency accounts income$858,000120
Foundation and endowment and agency accounts income$53,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000318
YTD Gross income other trust accounts$58,000119
Gross Fiduciary activities income$1,414,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$87,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000220
YTD Gross Income employee benefit defined benefit$5,000182
YTD Gross Income from other retirement accounts$92,000181
YTD Gross Income corporate trust and agency$4,000101
Investment management and investment advisory agency accounts income$417,000121
Foundation and endowment and agency accounts income$26,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000325
YTD Gross income other trust accounts$30,000110
Gross Fiduciary activities income$691,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$354,000408
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000238
YTD Gross Income employee benefit defined benefit$19,000205
YTD Gross Income from other retirement accounts$351,000172
YTD Gross Income corporate trust and agency$13,000147
Investment management and investment advisory agency accounts income$1,493,000128
Foundation and endowment and agency accounts income$92,000182
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$3,000445
YTD Gross income other trust accounts$114,000133
Gross Fiduciary activities income$2,561,000222
YTD fiduciary expense (Dec. only)$1,633,000278
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$928,000197
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$253,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000206
YTD Gross Income employee benefit defined benefit$14,000182
YTD Gross Income from other retirement accounts$259,000170
YTD Gross Income corporate trust and agency$8,000120
Investment management and investment advisory agency accounts income$1,097,000125
Foundation and endowment and agency accounts income$68,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000329
YTD Gross income other trust accounts$133,000101
Gross Fiduciary activities income$1,926,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$174,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$63,000207
YTD Gross Income employee benefit defined benefit$10,000176
YTD Gross Income from other retirement accounts$171,000175
YTD Gross Income corporate trust and agency$5,000121
Investment management and investment advisory agency accounts income$719,000132
Foundation and endowment and agency accounts income$46,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000328
YTD Gross income other trust accounts$64,000111
Gross Fiduciary activities income$1,254,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$88,000314
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000209
YTD Gross Income employee benefit defined benefit$4,000183
YTD Gross Income from other retirement accounts$84,000173
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$352,000130
Foundation and endowment and agency accounts income$21,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$33,000109
Gross Fiduciary activities income$613,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$348,000394
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000241
YTD Gross Income employee benefit defined benefit$20,000200
YTD Gross Income from other retirement accounts$29,000447
YTD Gross Income corporate trust and agency$20,000137
Investment management and investment advisory agency accounts income$1,247,000141
Foundation and endowment and agency accounts income$78,000165
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$3,000448
YTD Gross income other trust accounts$415,00083
Gross Fiduciary activities income$2,275,000228
YTD fiduciary expense (Dec. only)$1,607,000266
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$668,000236
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$154,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000167
YTD Gross Income employee benefit defined benefit$17,000174
YTD Gross Income from other retirement accounts$155,000218
YTD Gross Income corporate trust and agency$14,000109
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,680,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$105,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000170
YTD Gross Income employee benefit defined benefit$11,000175
YTD Gross Income from other retirement accounts$104,000216
YTD Gross Income corporate trust and agency$15,00097
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,095,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$55,000330
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000173
YTD Gross Income employee benefit defined benefit$6,000169
YTD Gross Income from other retirement accounts$51,000213
YTD Gross Income corporate trust and agency$6,000102
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$534,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$139,00067
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,534,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,926,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,284,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$642,000239
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$130,00065
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,344,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,688,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,125,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$563,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$14,000135
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,090,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,357,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$905,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$452,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$16,000157
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,942,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,357,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$905,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$452,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$19,000143
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,697,000284
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,294,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$863,000288
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$431,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$24,000133
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,632,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,167,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$778,000317
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$389,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$29,000146
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,530,000324
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,776,000309
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,904,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,679,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,527,000370
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,397,000392
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,132,000474
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,107,000512
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,192,000481
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,233,000495
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,286,000486
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA