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TD Bank, Gross Fiduciary and Related Services Income

2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,741,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0350
YTD Gross Income employee benefit defined benefit$83,00092
YTD Gross Income from other retirement accounts$78,000350
YTD Gross Income corporate trust and agency$3,234,00023
Investment management and investment advisory agency accounts income$4,069,00091
Foundation and endowment and agency accounts income$1,200,00056
YTD Gross income other trust and agency accounts$0116
YTD Gross income custody and safekeeping agency accounts$2,777,00046
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$18,182,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$3,354,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0257
YTD Gross Income employee benefit defined benefit$42,000140
YTD Gross Income from other retirement accounts$33,000299
YTD Gross Income corporate trust and agency$1,567,00021
Investment management and investment advisory agency accounts income$2,029,000137
Foundation and endowment and agency accounts income$596,00056
YTD Gross income other trust and agency accounts$081
YTD Gross income custody and safekeeping agency accounts$1,518,00045
YTD Gross income other trust accounts$0168
Gross Fiduciary activities income$9,139,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$13,296,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000271
YTD Gross Income employee benefit defined benefit$157,00090
YTD Gross Income from other retirement accounts$182,000336
YTD Gross Income corporate trust and agency$6,630,00022
Investment management and investment advisory agency accounts income$8,762,000122
Foundation and endowment and agency accounts income$2,339,00052
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$5,872,00041
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$37,259,00078
YTD fiduciary expense (Dec. only)$39,489,00061
YTD fiduciary net loss (Dec. only)$-5,0004,590
YTD fiduciary intracompany income (Dec. only)$13,153,00025
YTD net fiduciary income (Dec. only)$10,928,00083
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$9,966,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000213
YTD Gross Income employee benefit defined benefit$118,00097
YTD Gross Income from other retirement accounts$142,000274
YTD Gross Income corporate trust and agency$4,975,00023
Investment management and investment advisory agency accounts income$6,718,000123
Foundation and endowment and agency accounts income$1,757,00054
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$4,428,00041
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$28,125,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$6,596,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000251
YTD Gross Income employee benefit defined benefit$77,000118
YTD Gross Income from other retirement accounts$94,000331
YTD Gross Income corporate trust and agency$3,387,00021
Investment management and investment advisory agency accounts income$4,074,000125
Foundation and endowment and agency accounts income$1,209,00049
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$3,048,00040
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$18,498,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,230,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000225
YTD Gross Income employee benefit defined benefit$37,00098
YTD Gross Income from other retirement accounts$47,000279
YTD Gross Income corporate trust and agency$1,681,00023
Investment management and investment advisory agency accounts income$2,020,00085
Foundation and endowment and agency accounts income$597,00055
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$1,498,00045
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$9,116,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$14,492,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000268
YTD Gross Income employee benefit defined benefit$163,000103
YTD Gross Income from other retirement accounts$212,000330
YTD Gross Income corporate trust and agency$5,692,00024
Investment management and investment advisory agency accounts income$8,773,00078
Foundation and endowment and agency accounts income$2,649,00049
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$4,523,00047
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$36,534,00081
YTD fiduciary expense (Dec. only)$37,027,00064
YTD fiduciary net loss (Dec. only)$113,00059
YTD fiduciary intracompany income (Dec. only)$9,332,00027
YTD net fiduciary income (Dec. only)$8,726,000101
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$11,055,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000238
YTD Gross Income employee benefit defined benefit$124,000100
YTD Gross Income from other retirement accounts$163,000285
YTD Gross Income corporate trust and agency$3,799,00026
Investment management and investment advisory agency accounts income$6,676,00078
Foundation and endowment and agency accounts income$2,025,00050
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$3,385,00048
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$27,250,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$7,515,00045
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000251
YTD Gross Income employee benefit defined benefit$84,00091
YTD Gross Income from other retirement accounts$112,000309
YTD Gross Income corporate trust and agency$2,228,00022
Investment management and investment advisory agency accounts income$4,548,00068
Foundation and endowment and agency accounts income$1,374,00041
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,010,00044
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$17,887,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$3,679,00043
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000227
YTD Gross Income employee benefit defined benefit$42,00095
YTD Gross Income from other retirement accounts$56,000270
YTD Gross Income corporate trust and agency$583,00025
Investment management and investment advisory agency accounts income$2,307,00069
Foundation and endowment and agency accounts income$812,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$703,00051
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$8,190,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$15,167,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000264
YTD Gross Income employee benefit defined benefit$173,00093
YTD Gross Income from other retirement accounts$237,000300
YTD Gross Income corporate trust and agency$2,167,00025
Investment management and investment advisory agency accounts income$9,640,00062
Foundation and endowment and agency accounts income$3,139,00035
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$2,768,00047
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$33,322,00074
YTD fiduciary expense (Dec. only)$39,262,00049
YTD fiduciary net loss (Dec. only)$182,00042
YTD fiduciary intracompany income (Dec. only)$4,290,00024
YTD net fiduciary income (Dec. only)$-1,832,0004,835
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$11,387,00039
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000231
YTD Gross Income employee benefit defined benefit$131,00090
YTD Gross Income from other retirement accounts$179,000262
YTD Gross Income corporate trust and agency$1,669,00024
Investment management and investment advisory agency accounts income$7,260,00062
Foundation and endowment and agency accounts income$2,343,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,078,00045
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$25,070,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$7,522,00040
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000260
YTD Gross Income employee benefit defined benefit$86,00093
YTD Gross Income from other retirement accounts$120,000299
YTD Gross Income corporate trust and agency$1,124,00025
Investment management and investment advisory agency accounts income$4,826,00062
Foundation and endowment and agency accounts income$1,553,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,379,00047
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$16,625,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$3,692,00042
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000235
YTD Gross Income employee benefit defined benefit$44,00096
YTD Gross Income from other retirement accounts$60,000264
YTD Gross Income corporate trust and agency$572,00026
Investment management and investment advisory agency accounts income$2,390,00063
Foundation and endowment and agency accounts income$779,00035
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$714,00048
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$8,258,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$15,105,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000272
YTD Gross Income employee benefit defined benefit$163,00097
YTD Gross Income from other retirement accounts$218,000298
YTD Gross Income corporate trust and agency$4,192,00023
Investment management and investment advisory agency accounts income$10,258,00061
Foundation and endowment and agency accounts income$2,914,00033
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$3,432,00046
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$36,311,00062
YTD fiduciary expense (Dec. only)$43,991,00046
YTD fiduciary net loss (Dec. only)$54,00074
YTD fiduciary intracompany income (Dec. only)$6,921,00017
YTD net fiduciary income (Dec. only)$-813,0004,992
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$11,389,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000235
YTD Gross Income employee benefit defined benefit$121,00097
YTD Gross Income from other retirement accounts$157,000261
YTD Gross Income corporate trust and agency$3,589,00022
Investment management and investment advisory agency accounts income$7,888,00060
Foundation and endowment and agency accounts income$2,188,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,707,00046
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$28,061,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$7,632,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000264
YTD Gross Income employee benefit defined benefit$80,00099
YTD Gross Income from other retirement accounts$98,000297
YTD Gross Income corporate trust and agency$2,827,00022
Investment management and investment advisory agency accounts income$5,468,00058
Foundation and endowment and agency accounts income$1,466,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,979,00045
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$19,565,00058
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$4,195,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000231
YTD Gross Income employee benefit defined benefit$43,00093
YTD Gross Income from other retirement accounts$63,000254
YTD Gross Income corporate trust and agency$1,722,00022
Investment management and investment advisory agency accounts income$3,125,00054
Foundation and endowment and agency accounts income$816,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,082,00045
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$11,055,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$16,675,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000248
YTD Gross Income employee benefit defined benefit$198,00092
YTD Gross Income from other retirement accounts$265,000282
YTD Gross Income corporate trust and agency$7,110,00021
Investment management and investment advisory agency accounts income$12,861,00047
Foundation and endowment and agency accounts income$3,345,00031
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$4,605,00044
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$45,102,00052
YTD fiduciary expense (Dec. only)$48,830,00043
YTD fiduciary net loss (Dec. only)$93,00053
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$-3,821,0005,173
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$12,451,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$33,000227
YTD Gross Income employee benefit defined benefit$155,00086
YTD Gross Income from other retirement accounts$198,000256
YTD Gross Income corporate trust and agency$5,315,00020
Investment management and investment advisory agency accounts income$9,679,00047
Foundation and endowment and agency accounts income$2,498,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,539,00045
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$33,869,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$8,227,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000243
YTD Gross Income employee benefit defined benefit$109,00086
YTD Gross Income from other retirement accounts$129,000279
YTD Gross Income corporate trust and agency$3,667,00020
Investment management and investment advisory agency accounts income$6,435,00046
Foundation and endowment and agency accounts income$1,656,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,412,00044
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$22,656,00052
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,375,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000246
YTD Gross Income employee benefit defined benefit$60,00083
YTD Gross Income from other retirement accounts$63,000282
YTD Gross Income corporate trust and agency$1,938,00020
Investment management and investment advisory agency accounts income$3,196,00046
Foundation and endowment and agency accounts income$830,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,294,00042
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$11,767,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$20,365,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000198
YTD Gross Income employee benefit defined benefit$594,00054
YTD Gross Income from other retirement accounts$280,000278
YTD Gross Income corporate trust and agency$6,939,00020
Investment management and investment advisory agency accounts income$13,971,00044
Foundation and endowment and agency accounts income$3,387,00032
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$5,476,00043
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$51,164,00048
YTD fiduciary expense (Dec. only)$49,226,00042
YTD fiduciary net loss (Dec. only)$275,00036
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,663,000196
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$15,637,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000188
YTD Gross Income employee benefit defined benefit$461,00053
YTD Gross Income from other retirement accounts$213,000268
YTD Gross Income corporate trust and agency$5,263,00020
Investment management and investment advisory agency accounts income$10,709,00044
Foundation and endowment and agency accounts income$2,595,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,234,00040
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$39,254,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$10,578,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000180
YTD Gross Income employee benefit defined benefit$318,00055
YTD Gross Income from other retirement accounts$145,000270
YTD Gross Income corporate trust and agency$3,531,00020
Investment management and investment advisory agency accounts income$7,230,00041
Foundation and endowment and agency accounts income$1,755,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,795,00041
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$26,471,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$5,539,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000164
YTD Gross Income employee benefit defined benefit$164,00054
YTD Gross Income from other retirement accounts$75,000267
YTD Gross Income corporate trust and agency$1,699,00021
Investment management and investment advisory agency accounts income$3,686,00041
Foundation and endowment and agency accounts income$911,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,365,00041
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$13,514,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$22,097,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$426,000141
YTD Gross Income employee benefit defined benefit$755,00048
YTD Gross Income from other retirement accounts$744,000156
YTD Gross Income corporate trust and agency$6,807,00021
Investment management and investment advisory agency accounts income$15,812,00036
Foundation and endowment and agency accounts income$3,599,00028
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$5,410,00041
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$55,650,00043
YTD fiduciary expense (Dec. only)$54,268,00041
YTD fiduciary net loss (Dec. only)$119,00046
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,264,000220
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$16,467,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$323,000139
YTD Gross Income employee benefit defined benefit$574,00048
YTD Gross Income from other retirement accounts$668,000137
YTD Gross Income corporate trust and agency$5,015,00021
Investment management and investment advisory agency accounts income$11,992,00035
Foundation and endowment and agency accounts income$2,696,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,147,00041
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$41,882,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,929,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000138
YTD Gross Income employee benefit defined benefit$398,00049
YTD Gross Income from other retirement accounts$568,000107
YTD Gross Income corporate trust and agency$3,283,00021
Investment management and investment advisory agency accounts income$8,093,00035
Foundation and endowment and agency accounts income$1,843,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,830,00041
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$28,160,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,261,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000139
YTD Gross Income employee benefit defined benefit$193,00047
YTD Gross Income from other retirement accounts$351,00089
YTD Gross Income corporate trust and agency$1,611,00021
Investment management and investment advisory agency accounts income$4,144,00034
Foundation and endowment and agency accounts income$931,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,510,00038
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$14,104,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$19,989,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,000149
YTD Gross Income employee benefit defined benefit$751,00048
YTD Gross Income from other retirement accounts$2,560,00057
YTD Gross Income corporate trust and agency$5,139,00023
Investment management and investment advisory agency accounts income$17,584,00034
Foundation and endowment and agency accounts income$3,687,00028
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$5,168,00042
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$55,254,00043
YTD fiduciary expense (Dec. only)$51,998,00036
YTD fiduciary net loss (Dec. only)$49,00078
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$3,206,000110
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$14,982,00031
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$279,000147
YTD Gross Income employee benefit defined benefit$594,00048
YTD Gross Income from other retirement accounts$2,020,00054
YTD Gross Income corporate trust and agency$4,214,00023
Investment management and investment advisory agency accounts income$13,548,00034
Foundation and endowment and agency accounts income$2,792,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,737,00042
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$42,167,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$10,275,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000151
YTD Gross Income employee benefit defined benefit$390,00049
YTD Gross Income from other retirement accounts$1,355,00054
YTD Gross Income corporate trust and agency$2,595,00023
Investment management and investment advisory agency accounts income$9,120,00033
Foundation and endowment and agency accounts income$1,909,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,363,00042
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$28,183,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,968,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000154
YTD Gross Income employee benefit defined benefit$199,00048
YTD Gross Income from other retirement accounts$676,00052
YTD Gross Income corporate trust and agency$872,00025
Investment management and investment advisory agency accounts income$4,584,00032
Foundation and endowment and agency accounts income$947,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,146,00041
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$13,474,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$19,417,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,469,00072
YTD Gross Income employee benefit defined benefit$935,00045
YTD Gross Income from other retirement accounts$2,889,00049
YTD Gross Income corporate trust and agency$2,635,00025
Investment management and investment advisory agency accounts income$19,086,00030
Foundation and endowment and agency accounts income$3,778,00025
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$3,744,00043
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$53,955,00044
YTD fiduciary expense (Dec. only)$51,251,00035
YTD fiduciary net loss (Dec. only)$42,00069
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,660,000136
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$14,538,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,389,00061
YTD Gross Income employee benefit defined benefit$710,00046
YTD Gross Income from other retirement accounts$2,145,00050
YTD Gross Income corporate trust and agency$1,949,00025
Investment management and investment advisory agency accounts income$14,452,00030
Foundation and endowment and agency accounts income$2,817,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,771,00043
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$40,771,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,286,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,276,00047
YTD Gross Income employee benefit defined benefit$475,00047
YTD Gross Income from other retirement accounts$1,369,00052
YTD Gross Income corporate trust and agency$1,273,00025
Investment management and investment advisory agency accounts income$9,553,00031
Foundation and endowment and agency accounts income$1,841,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,864,00044
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$26,937,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,455,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$956,00037
YTD Gross Income employee benefit defined benefit$193,00052
YTD Gross Income from other retirement accounts$660,00057
YTD Gross Income corporate trust and agency$602,00025
Investment management and investment advisory agency accounts income$4,777,00032
Foundation and endowment and agency accounts income$914,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$945,00046
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$13,502,00045
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$18,410,00036
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,667,00034
YTD Gross Income employee benefit defined benefit$997,00048
YTD Gross Income from other retirement accounts$2,529,00054
YTD Gross Income corporate trust and agency$2,599,00025
Investment management and investment advisory agency accounts income$21,434,00030
Foundation and endowment and agency accounts income$3,982,00026
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$3,427,00047
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$58,045,00043
YTD fiduciary expense (Dec. only)$51,766,00038
YTD fiduciary net loss (Dec. only)$74,00059
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$6,205,00074
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$13,736,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,529,00034
YTD Gross Income employee benefit defined benefit$690,00048
YTD Gross Income from other retirement accounts$1,855,00054
YTD Gross Income corporate trust and agency$1,814,00024
Investment management and investment advisory agency accounts income$15,735,00030
Foundation and endowment and agency accounts income$2,644,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,609,00047
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$42,612,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,254,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,324,00034
YTD Gross Income employee benefit defined benefit$475,00049
YTD Gross Income from other retirement accounts$1,242,00054
YTD Gross Income corporate trust and agency$1,194,00023
Investment management and investment advisory agency accounts income$10,636,00030
Foundation and endowment and agency accounts income$1,757,00026
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,754,00046
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$28,636,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,641,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,174,00033
YTD Gross Income employee benefit defined benefit$281,00044
YTD Gross Income from other retirement accounts$631,00053
YTD Gross Income corporate trust and agency$608,00023
Investment management and investment advisory agency accounts income$5,403,00030
Foundation and endowment and agency accounts income$871,00027
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$769,00050
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$14,378,00044
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$17,399,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,594,00034
YTD Gross Income employee benefit defined benefit$1,329,00043
YTD Gross Income from other retirement accounts$2,459,00051
YTD Gross Income corporate trust and agency$2,482,00023
Investment management and investment advisory agency accounts income$21,866,00028
Foundation and endowment and agency accounts income$3,620,00027
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$3,459,00047
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$57,208,00043
YTD fiduciary expense (Dec. only)$51,380,00038
YTD fiduciary net loss (Dec. only)$194,00033
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$5,634,00075
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$13,255,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,693,00031
YTD Gross Income employee benefit defined benefit$1,027,00042
YTD Gross Income from other retirement accounts$1,917,00044
YTD Gross Income corporate trust and agency$1,932,00023
Investment management and investment advisory agency accounts income$16,702,00027
Foundation and endowment and agency accounts income$2,725,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,569,00047
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$43,820,00043
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$8,947,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,297,00032
YTD Gross Income employee benefit defined benefit$748,00041
YTD Gross Income from other retirement accounts$1,337,00041
YTD Gross Income corporate trust and agency$1,182,00023
Investment management and investment advisory agency accounts income$11,308,00027
Foundation and endowment and agency accounts income$1,799,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,782,00045
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$29,400,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,425,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,248,00031
YTD Gross Income employee benefit defined benefit$373,00041
YTD Gross Income from other retirement accounts$685,00040
YTD Gross Income corporate trust and agency$609,00023
Investment management and investment advisory agency accounts income$5,416,00028
Foundation and endowment and agency accounts income$896,00025
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$914,00044
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$14,566,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$16,392,00035
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,501,00032
YTD Gross Income employee benefit defined benefit$1,630,00039
YTD Gross Income from other retirement accounts$2,407,00040
YTD Gross Income corporate trust and agency$2,939,00021
Investment management and investment advisory agency accounts income$22,816,00028
Foundation and endowment and agency accounts income$3,352,00025
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$3,704,00043
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$57,741,00039
YTD fiduciary expense (Dec. only)$52,519,00036
YTD fiduciary net loss (Dec. only)$64,00064
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$5,158,00067
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$12,844,00033
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,708,00028
YTD Gross Income employee benefit defined benefit$1,346,00035
YTD Gross Income from other retirement accounts$1,916,00038
YTD Gross Income corporate trust and agency$2,239,00020
Investment management and investment advisory agency accounts income$15,564,00028
Foundation and endowment and agency accounts income$2,662,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,900,00043
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$43,179,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,753,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,381,00029
YTD Gross Income employee benefit defined benefit$662,00040
YTD Gross Income from other retirement accounts$1,266,00037
YTD Gross Income corporate trust and agency$1,661,00021
Investment management and investment advisory agency accounts income$10,404,00028
Foundation and endowment and agency accounts income$1,787,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,960,00042
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$28,874,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$4,261,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,097,00032
YTD Gross Income employee benefit defined benefit$343,00041
YTD Gross Income from other retirement accounts$630,00037
YTD Gross Income corporate trust and agency$957,00017
Investment management and investment advisory agency accounts income$5,078,00028
Foundation and endowment and agency accounts income$866,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,144,00040
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$14,376,00037
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$19,386,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,931,00029
YTD Gross Income employee benefit defined benefit$1,733,00037
YTD Gross Income from other retirement accounts$2,523,00036
YTD Gross Income corporate trust and agency$2,926,00020
Investment management and investment advisory agency accounts income$20,146,00027
Foundation and endowment and agency accounts income$3,136,00022
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$3,656,00042
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$58,437,00034
YTD fiduciary expense (Dec. only)$70,503,00035
YTD fiduciary net loss (Dec. only)$5,000149
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$-12,071,0007,357
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$15,323,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,777,00028
YTD Gross Income employee benefit defined benefit$1,331,00038
YTD Gross Income from other retirement accounts$1,880,00040
YTD Gross Income corporate trust and agency$1,945,00019
Investment management and investment advisory agency accounts income$15,295,00029
Foundation and endowment and agency accounts income$2,322,00024
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,706,00042
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$44,579,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$9,918,00029
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,615,00028
YTD Gross Income employee benefit defined benefit$1,015,00033
YTD Gross Income from other retirement accounts$1,166,00041
YTD Gross Income corporate trust and agency$1,276,00020
Investment management and investment advisory agency accounts income$9,935,00029
Foundation and endowment and agency accounts income$1,595,00023
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,822,00042
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$29,342,00034
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$4,821,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,260,00028
YTD Gross Income employee benefit defined benefit$524,00033
YTD Gross Income from other retirement accounts$583,00041
YTD Gross Income corporate trust and agency$664,00021
Investment management and investment advisory agency accounts income$4,830,00031
Foundation and endowment and agency accounts income$797,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$898,00043
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$14,377,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$18,302,00030
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,842,00027
YTD Gross Income employee benefit defined benefit$1,845,00035
YTD Gross Income from other retirement accounts$2,204,00040
YTD Gross Income corporate trust and agency$1,975,00029
Investment management and investment advisory agency accounts income$18,700,00031
Foundation and endowment and agency accounts income$2,982,00023
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$3,137,00041
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$53,987,00035
YTD fiduciary expense (Dec. only)$53,046,00040
YTD fiduciary net loss (Dec. only)$-6,0007,651
YTD fiduciary intracompany income (Dec. only)$13,000143
YTD net fiduciary income (Dec. only)$960,000194
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$12,705,00032
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,539,00028
YTD Gross Income employee benefit defined benefit$1,500,00033
YTD Gross Income from other retirement accounts$1,656,00039
YTD Gross Income corporate trust and agency$1,251,00027
Investment management and investment advisory agency accounts income$13,870,00031
Foundation and endowment and agency accounts income$2,167,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,172,00044
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$38,860,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,053,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,382,00027
YTD Gross Income employee benefit defined benefit$959,00035
YTD Gross Income from other retirement accounts$1,101,00040
YTD Gross Income corporate trust and agency$636,00034
Investment management and investment advisory agency accounts income$10,274,00030
Foundation and endowment and agency accounts income$1,480,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,396,00044
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$26,281,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$3,980,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,207,00027
YTD Gross Income employee benefit defined benefit$509,00034
YTD Gross Income from other retirement accounts$544,00039
YTD Gross Income corporate trust and agency$295,00033
Investment management and investment advisory agency accounts income$4,768,00031
Foundation and endowment and agency accounts income$730,00022
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$713,00045
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$12,746,00035
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$14,414,00038
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,640,00035
YTD Gross Income employee benefit defined benefit$1,735,00035
YTD Gross Income from other retirement accounts$1,987,00041
YTD Gross Income corporate trust and agency$5,043,00022
Investment management and investment advisory agency accounts income$16,170,00036
Foundation and endowment and agency accounts income$2,675,00021
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$1,682,00058
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$47,346,00037
YTD fiduciary expense (Dec. only)$38,103,00044
YTD fiduciary net loss (Dec. only)$181,00040
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$9,062,00042
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$12,378,00034
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,065,00031
YTD Gross Income employee benefit defined benefit$1,231,00036
YTD Gross Income from other retirement accounts$1,461,00042
YTD Gross Income corporate trust and agency$2,483,00026
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$1,426,00060
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$34,612,00038
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$8,146,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,764,00036
YTD Gross Income employee benefit defined benefit$776,00037
YTD Gross Income from other retirement accounts$982,00042
YTD Gross Income corporate trust and agency$4,032,00018
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$2,336,00041
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$26,062,00040
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$4,125,00037
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$904,00035
YTD Gross Income employee benefit defined benefit$357,00038
YTD Gross Income from other retirement accounts$492,00042
YTD Gross Income corporate trust and agency$2,298,00016
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$1,170,00041
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$13,358,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$62,434,00039
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$47,285,00041
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$31,787,00042
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,655,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$47,036,00047
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$34,821,00048
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$22,997,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,382,00050
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$45,642,00051
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$34,099,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$23,093,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$11,353,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$35,240,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$24,611,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$13,947,00063
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,545,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$39,793,00054
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$29,306,00053
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$19,021,00055
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,150,00056
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$31,968,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$23,497,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$15,312,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,353,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$32,455,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,565,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,324,000213
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
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$2,819,000267
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
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$2,220,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,181,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$518,000694
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$88,0001,186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA