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T Bank, Gross Fiduciary and Related Services Income

2025-06-30Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,00043
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$854,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0301
YTD Gross Income employee benefit defined benefit$0191
YTD Gross Income from other retirement accounts$0427
YTD Gross Income corporate trust and agency$0169
Investment management and investment advisory agency accounts income$0414
Foundation and endowment and agency accounts income$1,000402
YTD Gross income other trust and agency accounts$5,000125
YTD Gross income custody and safekeeping agency accounts$5,613,00031
YTD Gross income other trust accounts$1,009,00043
Gross Fiduciary activities income$7,482,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2025-03-31Rank
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$440,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0291
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$1,000292
YTD Gross income other trust and agency accounts$2,00078
YTD Gross income custody and safekeeping agency accounts$2,808,00033
YTD Gross income other trust accounts$502,00047
Gross Fiduciary activities income$3,753,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,809,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0354
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$0431
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$0419
Foundation and endowment and agency accounts income$2,000357
YTD Gross income other trust and agency accounts$11,00094
YTD Gross income custody and safekeeping agency accounts$10,723,00029
YTD Gross income other trust accounts$1,928,00045
Gross Fiduciary activities income$14,473,000160
YTD fiduciary expense (Dec. only)$12,358,000131
YTD fiduciary net loss (Dec. only)$50,00095
YTD fiduciary intracompany income (Dec. only)$0169
YTD net fiduciary income (Dec. only)$2,065,000237
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-09-30Rank
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$1,356,000278
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0308
YTD Gross Income employee benefit defined benefit$0183
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0337
Foundation and endowment and agency accounts income$2,000293
YTD Gross income other trust and agency accounts$7,00084
YTD Gross income custody and safekeeping agency accounts$7,856,00032
YTD Gross income other trust accounts$1,410,00044
Gross Fiduciary activities income$10,631,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$910,000292
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0350
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$0419
YTD Gross Income corporate trust and agency$0174
Investment management and investment advisory agency accounts income$0412
Foundation and endowment and agency accounts income$1,000347
YTD Gross income other trust and agency accounts$5,00092
YTD Gross income custody and safekeeping agency accounts$5,128,00032
YTD Gross income other trust accounts$913,00049
Gross Fiduciary activities income$6,957,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$461,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0257
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$0340
YTD Gross Income corporate trust and agency$095
Investment management and investment advisory agency accounts income$0388
Foundation and endowment and agency accounts income$1,000286
YTD Gross income other trust and agency accounts$2,00070
YTD Gross income custody and safekeeping agency accounts$2,499,00033
YTD Gross income other trust accounts$439,00046
Gross Fiduciary activities income$3,402,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,701,000237
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$0413
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$0459
Foundation and endowment and agency accounts income$2,000343
YTD Gross income other trust and agency accounts$9,00089
YTD Gross income custody and safekeeping agency accounts$9,115,00033
YTD Gross income other trust accounts$1,633,00042
Gross Fiduciary activities income$12,460,000154
YTD fiduciary expense (Dec. only)$10,717,000133
YTD fiduciary net loss (Dec. only)$18,000149
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,725,000228
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$1,276,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0335
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0378
Foundation and endowment and agency accounts income$2,000285
YTD Gross income other trust and agency accounts$6,00078
YTD Gross income custody and safekeeping agency accounts$6,707,00035
YTD Gross income other trust accounts$1,205,00047
Gross Fiduciary activities income$9,196,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$845,000241
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$0405
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$0442
Foundation and endowment and agency accounts income$1,000337
YTD Gross income other trust and agency accounts$4,00083
YTD Gross income custody and safekeeping agency accounts$4,381,00033
YTD Gross income other trust accounts$785,00051
Gross Fiduciary activities income$6,016,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$421,000236
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$0337
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$2,00072
YTD Gross income custody and safekeeping agency accounts$2,138,00036
YTD Gross income other trust accounts$385,00046
Gross Fiduciary activities income$2,946,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,736,000250
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0334
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$0434
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$0433
Foundation and endowment and agency accounts income$2,000359
YTD Gross income other trust and agency accounts$11,00093
YTD Gross income custody and safekeeping agency accounts$8,592,00036
YTD Gross income other trust accounts$1,555,00044
Gross Fiduciary activities income$11,896,000159
YTD fiduciary expense (Dec. only)$10,191,000138
YTD fiduciary net loss (Dec. only)$20,000123
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,685,000252
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$1,327,000231
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$0353
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$1,000302
YTD Gross income other trust and agency accounts$8,00078
YTD Gross income custody and safekeeping agency accounts$6,524,00035
YTD Gross income other trust accounts$1,179,00045
Gross Fiduciary activities income$9,039,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$903,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$0392
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$0388
Foundation and endowment and agency accounts income$1,000324
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,437,00033
YTD Gross income other trust accounts$796,00040
Gross Fiduciary activities income$6,143,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$467,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$0324
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$0320
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,274,00033
YTD Gross income other trust accounts$410,00038
Gross Fiduciary activities income$3,154,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,808,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$0386
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0381
Foundation and endowment and agency accounts income$2,000317
YTD Gross income other trust and agency accounts$11,00078
YTD Gross income custody and safekeeping agency accounts$8,811,00032
YTD Gross income other trust accounts$1,614,00039
Gross Fiduciary activities income$12,246,000135
YTD fiduciary expense (Dec. only)$10,436,000112
YTD fiduciary net loss (Dec. only)$60,00072
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,750,000225
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$1,331,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$0313
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$1,000261
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,469,00030
YTD Gross income other trust accounts$1,177,00039
Gross Fiduciary activities income$8,986,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$861,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$0375
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$1,000303
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,210,00031
YTD Gross income other trust accounts$761,00042
Gross Fiduciary activities income$5,838,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$420,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$0315
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$0310
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,040,00032
YTD Gross income other trust accounts$367,00043
Gross Fiduciary activities income$2,830,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,507,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$0386
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$0382
Foundation and endowment and agency accounts income$1,000306
YTD Gross income other trust and agency accounts$11,00076
YTD Gross income custody and safekeeping agency accounts$7,158,00034
YTD Gross income other trust accounts$1,310,00047
Gross Fiduciary activities income$9,987,000142
YTD fiduciary expense (Dec. only)$8,821,000118
YTD fiduciary net loss (Dec. only)$3,000153
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,163,000233
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$1,112,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$0317
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$1,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,217,00034
YTD Gross income other trust accounts$960,00051
Gross Fiduciary activities income$7,298,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$732,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0367
Foundation and endowment and agency accounts income$1,000293
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,365,00034
YTD Gross income other trust accounts$624,00050
Gross Fiduciary activities income$4,727,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$377,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$0318
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$0313
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,740,00037
YTD Gross income other trust accounts$320,00042
Gross Fiduciary activities income$2,440,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,476,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$0374
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$0365
Foundation and endowment and agency accounts income$3,000296
YTD Gross income other trust and agency accounts$12,00086
YTD Gross income custody and safekeeping agency accounts$6,920,00036
YTD Gross income other trust accounts$1,260,00048
Gross Fiduciary activities income$9,671,000143
YTD fiduciary expense (Dec. only)$8,585,000121
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,085,000240
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,096,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$0326
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$0320
Foundation and endowment and agency accounts income$2,000263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,088,00037
YTD Gross income other trust accounts$926,00049
Gross Fiduciary activities income$7,120,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$724,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$1,000286
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,333,00037
YTD Gross income other trust accounts$604,00051
Gross Fiduciary activities income$4,668,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$357,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$0366
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,625,00038
YTD Gross income other trust accounts$293,00045
Gross Fiduciary activities income$2,278,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,441,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0365
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$0445
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$0443
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$8,000103
YTD Gross income custody and safekeeping agency accounts$6,514,00038
YTD Gross income other trust accounts$1,199,00043
Gross Fiduciary activities income$9,162,000151
YTD fiduciary expense (Dec. only)$8,163,000125
YTD fiduciary net loss (Dec. only)$2,000170
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$997,000257
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,094,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,882,00038
YTD Gross income other trust accounts$899,00046
Gross Fiduciary activities income$6,880,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$736,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,244,00037
YTD Gross income other trust accounts$591,00045
Gross Fiduciary activities income$4,574,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$373,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,627,00036
YTD Gross income other trust accounts$292,00043
Gross Fiduciary activities income$2,292,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$903,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0404
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$0492
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$0500
Foundation and endowment and agency accounts income$1,000363
YTD Gross income other trust and agency accounts$1,000144
YTD Gross income custody and safekeeping agency accounts$4,092,00045
YTD Gross income other trust accounts$759,00058
Gross Fiduciary activities income$5,756,000193
YTD fiduciary expense (Dec. only)$5,109,000157
YTD fiduciary net loss (Dec. only)$1,000170
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$646,000308
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$539,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0324
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0364
Foundation and endowment and agency accounts income$1,000280
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,426,00048
YTD Gross income other trust accounts$445,00061
Gross Fiduciary activities income$3,411,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$178,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$0367
Foundation and endowment and agency accounts income$1,000279
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$810,00062
YTD Gross income other trust accounts$146,00082
Gross Fiduciary activities income$1,135,000317
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
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$348,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$3,000271
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,557,00037
YTD Gross income other trust accounts$281,00045
Gross Fiduciary activities income$2,191,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,688,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0406
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$0502
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$0497
Foundation and endowment and agency accounts income$20,000315
YTD Gross income other trust and agency accounts$10,000121
YTD Gross income custody and safekeeping agency accounts$7,402,00034
YTD Gross income other trust accounts$1,052,00043
Gross Fiduciary activities income$10,172,000121
YTD fiduciary expense (Dec. only)$9,378,000107
YTD fiduciary net loss (Dec. only)$1,000168
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$793,000260
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,350,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$16,000264
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,866,00033
YTD Gross income other trust accounts$775,00044
Gross Fiduciary activities income$8,014,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,015,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0372
Foundation and endowment and agency accounts income$12,000262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,424,00031
YTD Gross income other trust accounts$503,00051
Gross Fiduciary activities income$5,959,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$495,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$6,000258
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,131,00030
YTD Gross income other trust accounts$243,00045
Gross Fiduciary activities income$2,878,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,123,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0424
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$0517
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$0512
Foundation and endowment and agency accounts income$27,000310
YTD Gross income other trust and agency accounts$11,000135
YTD Gross income custody and safekeeping agency accounts$8,913,00031
YTD Gross income other trust accounts$1,030,00043
Gross Fiduciary activities income$12,104,000112
YTD fiduciary expense (Dec. only)$10,936,000101
YTD fiduciary net loss (Dec. only)$2,000166
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,166,000219
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,598,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0327
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$0368
Foundation and endowment and agency accounts income$20,000257
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,745,00032
YTD Gross income other trust accounts$775,00048
Gross Fiduciary activities income$9,146,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,062,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0371
Foundation and endowment and agency accounts income$13,000254
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,533,00033
YTD Gross income other trust accounts$516,00047
Gross Fiduciary activities income$6,129,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$517,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$0366
Foundation and endowment and agency accounts income$7,000251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,247,00033
YTD Gross income other trust accounts$254,00041
Gross Fiduciary activities income$3,027,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,948,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0427
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$0512
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$0510
Foundation and endowment and agency accounts income$26,000304
YTD Gross income other trust and agency accounts$9,000134
YTD Gross income custody and safekeeping agency accounts$8,608,00034
YTD Gross income other trust accounts$1,005,00043
Gross Fiduciary activities income$11,596,000113
YTD fiduciary expense (Dec. only)$10,334,000106
YTD fiduciary net loss (Dec. only)$14,000105
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,248,000203
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,435,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$19,000249
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,341,00034
YTD Gross income other trust accounts$750,00048
Gross Fiduciary activities income$8,549,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$953,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0326
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0370
Foundation and endowment and agency accounts income$13,000248
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,186,00034
YTD Gross income other trust accounts$492,00050
Gross Fiduciary activities income$5,646,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$473,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0328
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$0369
Foundation and endowment and agency accounts income$6,000246
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,060,00034
YTD Gross income other trust accounts$253,00044
Gross Fiduciary activities income$2,793,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,805,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0437
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$0504
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$0501
Foundation and endowment and agency accounts income$24,000289
YTD Gross income other trust and agency accounts$6,000134
YTD Gross income custody and safekeeping agency accounts$7,960,00035
YTD Gross income other trust accounts$931,00044
Gross Fiduciary activities income$10,726,000113
YTD fiduciary expense (Dec. only)$9,675,000103
YTD fiduciary net loss (Dec. only)$59,00069
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$992,000220
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,339,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$18,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,881,00035
YTD Gross income other trust accounts$687,00047
Gross Fiduciary activities income$7,928,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$885,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$0354
Foundation and endowment and agency accounts income$11,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,861,00035
YTD Gross income other trust accounts$448,00051
Gross Fiduciary activities income$5,207,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$438,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$0358
Foundation and endowment and agency accounts income$6,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,899,00036
YTD Gross income other trust accounts$219,00046
Gross Fiduciary activities income$2,563,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,653,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0425
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$23,000447
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$0484
Foundation and endowment and agency accounts income$26,000282
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$7,076,00034
YTD Gross income other trust accounts$74,000142
Gross Fiduciary activities income$8,852,000121
YTD fiduciary expense (Dec. only)$8,132,000109
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$720,000237
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,229,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$24,000329
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$0338
Foundation and endowment and agency accounts income$20,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,241,00033
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$6,514,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$819,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$23,000325
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$13,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,474,00033
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$4,329,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$412,000173
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$22,000303
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$0334
Foundation and endowment and agency accounts income$7,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,729,00032
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,170,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,674,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0435
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$0494
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$0485
Foundation and endowment and agency accounts income$26,000270
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$6,894,00032
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$8,594,000107
YTD fiduciary expense (Dec. only)$8,124,000104
YTD fiduciary net loss (Dec. only)$1,978,00011
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$-1,508,0007,348
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,268,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$0336
Foundation and endowment and agency accounts income$20,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,201,00032
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,489,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$853,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0320
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$0340
Foundation and endowment and agency accounts income$14,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,483,00031
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,350,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$421,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$0343
Foundation and endowment and agency accounts income$7,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,706,00033
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,134,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,589,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$0493
YTD Gross Income corporate trust and agency$1,000214
Investment management and investment advisory agency accounts income$0488
Foundation and endowment and agency accounts income$21,000282
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$6,124,00032
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$7,735,000108
YTD fiduciary expense (Dec. only)$7,317,000109
YTD fiduciary net loss (Dec. only)$3,000157
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$415,000303
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,185,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$1,000152
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$15,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,516,00033
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$5,717,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$797,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$2,000140
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$10,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,003,00033
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,812,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$396,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$2,000119
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$5,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,488,00034
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,891,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,489,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$22,000238
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$5,335,00037
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$6,846,000117
YTD fiduciary expense (Dec. only)$6,477,000115
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$369,000307
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,099,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,851,00039
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$4,950,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$714,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,468,00040
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$3,182,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$359,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,197,00039
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,556,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,718,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,970,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,672,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,463,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,454,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,890,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,415,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,078,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,848,000281
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
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,758
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$100,000879
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,855
Fiduciary or related activity$01,774
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,458
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,557
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,504
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,480
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA