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Texas Bank and Trust Company, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,152,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$722,000104
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$644,000216
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$1,932,000235
Foundation and endowment and agency accounts income$92,000263
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$368,000122
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,910,000192
YTD fiduciary expense (Dec. only)$6,590,000181
YTD fiduciary net loss (Dec. only)$1,000203
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,319,000197
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,976,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$568,00099
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$497,000198
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,491,000227
Foundation and endowment and agency accounts income$71,000230
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$284,000116
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$6,887,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,800,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$411,00098
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$350,000203
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,050,000220
Foundation and endowment and agency accounts income$50,000253
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$200,000112
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$4,861,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,624,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$251,00091
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$203,000186
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$609,000161
Foundation and endowment and agency accounts income$29,000219
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$116,000113
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,832,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,787,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,592,00080
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$656,000224
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,459,000165
Foundation and endowment and agency accounts income$82,000273
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$328,000126
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$7,904,000214
YTD fiduciary expense (Dec. only)$6,167,000181
YTD fiduciary net loss (Dec. only)$13,000135
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,724,000248
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,991,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,121,00084
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$468,000221
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,757,000169
Foundation and endowment and agency accounts income$59,000242
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$234,000126
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,630,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,330,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$745,00077
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$313,000216
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,174,000157
Foundation and endowment and agency accounts income$39,000256
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$157,000112
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,758,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$686,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$385,00077
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$161,000209
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$606,000152
Foundation and endowment and agency accounts income$20,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000114
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,939,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,803,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,138,00091
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$682,000213
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,045,000172
Foundation and endowment and agency accounts income$227,000177
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$379,00099
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$7,274,000196
YTD fiduciary expense (Dec. only)$5,799,000159
YTD fiduciary net loss (Dec. only)$11,000115
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,464,000243
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,054,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$833,00090
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$500,000206
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,498,000169
Foundation and endowment and agency accounts income$166,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$277,00099
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,328,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,388,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$569,00092
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$338,000209
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,012,000169
Foundation and endowment and agency accounts income$112,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$187,00099
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,606,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$667,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,00096
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$162,000208
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$486,000174
Foundation and endowment and agency accounts income$53,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000101
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,730,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,473,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,185,00085
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$618,000203
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$1,992,000162
Foundation and endowment and agency accounts income$69,000247
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$275,000119
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$6,612,000188
YTD fiduciary expense (Dec. only)$5,710,000154
YTD fiduciary net loss (Dec. only)$30,00095
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$872,000272
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,806,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$863,00084
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$451,000197
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,454,000159
Foundation and endowment and agency accounts income$50,000220
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,000119
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,825,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,139,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$537,00087
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$285,000207
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$918,000164
Foundation and endowment and agency accounts income$32,000243
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,000131
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$3,037,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$599,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$285,00088
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$150,000195
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$483,000159
Foundation and endowment and agency accounts income$16,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000122
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,600,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,368,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,102,00085
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$576,000198
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,728,000168
Foundation and endowment and agency accounts income$64,000239
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$320,000112
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$6,158,000192
YTD fiduciary expense (Dec. only)$5,213,000163
YTD fiduciary net loss (Dec. only)$6,000118
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$939,000250
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,748,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$812,00087
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$425,000196
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,276,000170
Foundation and endowment and agency accounts income$47,000220
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$237,000111
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,545,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,165,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$544,00086
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$283,000198
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$851,000173
Foundation and endowment and agency accounts income$31,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000113
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,032,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$583,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$273,00089
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$142,000196
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$425,000171
Foundation and endowment and agency accounts income$15,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000110
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,517,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,222,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,018,00091
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$541,000199
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,622,000183
Foundation and endowment and agency accounts income$60,000260
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$300,000121
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,763,000200
YTD fiduciary expense (Dec. only)$5,005,000162
YTD fiduciary net loss (Dec. only)$1,000180
YTD fiduciary intracompany income (Dec. only)$4,000145
YTD net fiduciary income (Dec. only)$761,000292
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,582,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$716,00095
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$385,000208
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,154,000189
Foundation and endowment and agency accounts income$42,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$214,000120
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,093,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,055,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$477,000101
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$257,000206
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$770,000189
Foundation and endowment and agency accounts income$28,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$142,000121
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,729,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$528,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,00097
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$128,000212
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$385,000185
Foundation and endowment and agency accounts income$14,000242
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000123
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,366,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,888,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$854,000109
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$459,000214
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,378,000192
Foundation and endowment and agency accounts income$51,000276
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$255,000129
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,885,000213
YTD fiduciary expense (Dec. only)$4,752,000164
YTD fiduciary net loss (Dec. only)$5,000143
YTD fiduciary intracompany income (Dec. only)$3,000149
YTD net fiduciary income (Dec. only)$131,000470
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,346,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$385,000129
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$400,000187
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,164,000178
Foundation and endowment and agency accounts income$36,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$146,000142
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,477,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$897,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$258,000129
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$267,000185
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$776,000175
Foundation and endowment and agency accounts income$24,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,000141
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,319,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
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$449,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000128
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$133,000180
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$388,000172
Foundation and endowment and agency accounts income$12,000243
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000138
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,160,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,747,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$530,000130
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$460,000196
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,425,000173
Foundation and endowment and agency accounts income$4,000351
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$230,000140
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$4,396,000218
YTD fiduciary expense (Dec. only)$3,830,000190
YTD fiduciary net loss (Dec. only)$2,000153
YTD fiduciary intracompany income (Dec. only)$3,000150
YTD net fiduciary income (Dec. only)$567,000304
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,325,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$406,000126
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$349,000188
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,081,000173
Foundation and endowment and agency accounts income$35,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$140,000150
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$3,336,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$884,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$272,000125
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$232,000188
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$721,000173
Foundation and endowment and agency accounts income$23,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$93,000152
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,225,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$442,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000128
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$116,000190
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$360,000175
Foundation and endowment and agency accounts income$12,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000151
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,111,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,710,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$517,000130
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$450,000197
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,395,000180
Foundation and endowment and agency accounts income$45,000281
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$180,000166
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$4,297,000223
YTD fiduciary expense (Dec. only)$3,328,000204
YTD fiduciary net loss (Dec. only)$12,000110
YTD fiduciary intracompany income (Dec. only)$3,000155
YTD net fiduciary income (Dec. only)$960,000249
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,319,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$354,000139
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$304,000210
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,082,000172
Foundation and endowment and agency accounts income$34,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$135,000161
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,228,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$882,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$238,000141
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$203,000210
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$724,000176
Foundation and endowment and agency accounts income$23,000242
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000162
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,160,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$445,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$121,000136
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$103,000208
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$365,000175
Foundation and endowment and agency accounts income$11,000242
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000153
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,091,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,744,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$700,000116
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$358,000228
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,162,000194
Foundation and endowment and agency accounts income$45,000276
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$268,000130
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$4,277,000217
YTD fiduciary expense (Dec. only)$3,141,000208
YTD fiduciary net loss (Dec. only)$9,000123
YTD fiduciary intracompany income (Dec. only)$3,000156
YTD net fiduciary income (Dec. only)$1,130,000215
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,239,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$492,000114
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$254,000227
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$825,000202
Foundation and endowment and agency accounts income$32,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$191,000134
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$3,033,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$806,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$320,000120
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$165,000230
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$537,000204
Foundation and endowment and agency accounts income$21,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000138
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,973,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$403,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$159,000121
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$83,000230
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$268,000203
Foundation and endowment and agency accounts income$10,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000132
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$985,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,594,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$654,000117
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$327,000225
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,062,000195
Foundation and endowment and agency accounts income$41,000260
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$245,000135
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,923,000219
YTD fiduciary expense (Dec. only)$2,307,000232
YTD fiduciary net loss (Dec. only)$14,000114
YTD fiduciary intracompany income (Dec. only)$3,000158
YTD net fiduciary income (Dec. only)$1,605,000161
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,151,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$468,000117
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$236,000221
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$768,000196
Foundation and endowment and agency accounts income$30,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,000130
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,830,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$736,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$377,000109
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$151,000227
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$491,000197
Foundation and endowment and agency accounts income$19,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000133
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,887,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$368,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$189,000110
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$76,000227
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$245,000200
Foundation and endowment and agency accounts income$9,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000136
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$944,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,416,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$726,000107
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$290,000227
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$944,000198
Foundation and endowment and agency accounts income$36,000262
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$218,000141
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$3,630,000214
YTD fiduciary expense (Dec. only)$2,649,000204
YTD fiduciary net loss (Dec. only)$17,000107
YTD fiduciary intracompany income (Dec. only)$2,000161
YTD net fiduciary income (Dec. only)$966,000198
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,112,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$455,000118
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$228,000206
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$741,000189
Foundation and endowment and agency accounts income$28,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$171,000131
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,735,000213
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
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$703,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$304,000117
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$133,000223
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$437,000201
Foundation and endowment and agency accounts income$19,000219
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$228,00093
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,824,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$352,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000117
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$66,000223
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$219,000200
Foundation and endowment and agency accounts income$9,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$114,00094
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$912,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,308,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$707,000104
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$247,000237
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$813,000204
Foundation and endowment and agency accounts income$35,000248
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$424,00097
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,534,000177
YTD fiduciary expense (Dec. only)$2,684,000198
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$2,000158
YTD net fiduciary income (Dec. only)$845,000216
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,021,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$552,000102
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$193,000218
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$635,000196
Foundation and endowment and agency accounts income$27,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$331,00098
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,759,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$681,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$368,000104
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$129,000220
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$423,000202
Foundation and endowment and agency accounts income$18,000209
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$221,00097
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,840,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$356,000188
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$151,000122
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$67,000222
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$221,000194
Foundation and endowment and agency accounts income$10,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$116,00096
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$921,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,278,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$682,000112
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$226,000244
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$809,000201
Foundation and endowment and agency accounts income$39,000244
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$409,000108
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$3,443,000182
YTD fiduciary expense (Dec. only)$2,652,000197
YTD fiduciary net loss (Dec. only)$8,000122
YTD fiduciary intracompany income (Dec. only)$2,000158
YTD net fiduciary income (Dec. only)$785,000215
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,026,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$451,000115
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$189,000208
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$648,000189
Foundation and endowment and agency accounts income$81,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$189,000126
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,584,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$972,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000221
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$144,000195
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$432,000193
Foundation and endowment and agency accounts income$18,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000140
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,726,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$468,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000178
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$69,000204
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$208,000198
Foundation and endowment and agency accounts income$8,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000145
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$866,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,692,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000261
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$237,000215
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$771,000199
Foundation and endowment and agency accounts income$24,000236
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$156,000178
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$2,968,000201
YTD fiduciary expense (Dec. only)$2,513,000203
YTD fiduciary net loss (Dec. only)$36,00087
YTD fiduciary intracompany income (Dec. only)$4,000153
YTD net fiduciary income (Dec. only)$423,000288
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$728,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$488,000109
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$453,00092
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,203,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$489,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$396,00089
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$331,00086
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,575,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$247,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,00088
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$167,00084
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$795,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,967,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,300,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,500,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$750,000221
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,860,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,090,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,320,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$660,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,584,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,909,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,294,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$663,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,464,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,863,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,242,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$621,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,320,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,719,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,125,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$562,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,146,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,662,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,128,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$594,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,188,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,467,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,350,000267
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
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$2,010,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,610,000358
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,450,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,277,000450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,100,000514
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$900,000550
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$803,000608
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$732,000642
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA