Home > The Bank of Edwardsville > Gross Fiduciary and Related Services Income
The Bank of Edwardsville, Gross Fiduciary and Related Services Income
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $700,000 | 255 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $182,000 | 160 |
YTD Gross Income employee benefit defined benefit | $511,000 | 50 |
YTD Gross Income from other retirement accounts | $476,000 | 183 |
YTD Gross Income corporate trust and agency | $1,000 | 107 |
Investment management and investment advisory agency accounts income | $1,016,000 | 193 |
Foundation and endowment and agency accounts income | $115,000 | 176 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $68,000 | 208 |
YTD Gross income other trust accounts | $0 | 196 |
Gross Fiduciary activities income | $3,069,000 | 240 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $446,000 | 280 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $128,000 | 162 |
YTD Gross Income employee benefit defined benefit | $329,000 | 52 |
YTD Gross Income from other retirement accounts | $303,000 | 188 |
YTD Gross Income corporate trust and agency | $1,000 | 113 |
Investment management and investment advisory agency accounts income | $573,000 | 211 |
Foundation and endowment and agency accounts income | $83,000 | 180 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $48,000 | 207 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $1,911,000 | 249 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $232,000 | 275 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $40,000 | 185 |
YTD Gross Income employee benefit defined benefit | $76,000 | 74 |
YTD Gross Income from other retirement accounts | $67,000 | 274 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $231,000 | 235 |
Foundation and endowment and agency accounts income | $26,000 | 211 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $14,000 | 254 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $686,000 | 292 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $967,000 | 277 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $275,000 | 164 |
YTD Gross Income employee benefit defined benefit | $705,000 | 49 |
YTD Gross Income from other retirement accounts | $691,000 | 169 |
YTD Gross Income corporate trust and agency | $2,000 | 145 |
Investment management and investment advisory agency accounts income | $1,416,000 | 198 |
Foundation and endowment and agency accounts income | $183,000 | 176 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $93,000 | 219 |
YTD Gross income other trust accounts | $0 | 246 |
Gross Fiduciary activities income | $4,332,000 | 229 |
YTD fiduciary expense (Dec. only) | $4,327,000 | 180 |
YTD fiduciary net loss (Dec. only) | $0 | 192 |
YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
YTD net fiduciary income (Dec. only) | $5,000 | 459 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $734,000 | 270 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $210,000 | 163 |
YTD Gross Income employee benefit defined benefit | $524,000 | 48 |
YTD Gross Income from other retirement accounts | $519,000 | 168 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $1,056,000 | 197 |
Foundation and endowment and agency accounts income | $139,000 | 171 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $68,000 | 216 |
YTD Gross income other trust accounts | $0 | 208 |
Gross Fiduciary activities income | $3,251,000 | 230 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $509,000 | 265 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $144,000 | 165 |
YTD Gross Income employee benefit defined benefit | $344,000 | 51 |
YTD Gross Income from other retirement accounts | $343,000 | 171 |
YTD Gross Income corporate trust and agency | $1,000 | 115 |
Investment management and investment advisory agency accounts income | $700,000 | 195 |
Foundation and endowment and agency accounts income | $92,000 | 171 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $45,000 | 215 |
YTD Gross income other trust accounts | $0 | 203 |
Gross Fiduciary activities income | $2,178,000 | 229 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $264,000 | 259 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $74,000 | 166 |
YTD Gross Income employee benefit defined benefit | $172,000 | 52 |
YTD Gross Income from other retirement accounts | $174,000 | 169 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $329,000 | 199 |
Foundation and endowment and agency accounts income | $47,000 | 167 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $20,000 | 223 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $1,080,000 | 231 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $911,000 | 278 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $299,000 | 159 |
YTD Gross Income employee benefit defined benefit | $621,000 | 54 |
YTD Gross Income from other retirement accounts | $647,000 | 168 |
YTD Gross Income corporate trust and agency | $2,000 | 166 |
Investment management and investment advisory agency accounts income | $1,100,000 | 217 |
Foundation and endowment and agency accounts income | $340,000 | 122 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $104,000 | 211 |
YTD Gross income other trust accounts | $2,000 | 272 |
Gross Fiduciary activities income | $4,026,000 | 230 |
YTD fiduciary expense (Dec. only) | $3,877,000 | 192 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
YTD net fiduciary income (Dec. only) | $149,000 | 462 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $682,000 | 268 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $227,000 | 154 |
YTD Gross Income employee benefit defined benefit | $459,000 | 55 |
YTD Gross Income from other retirement accounts | $473,000 | 167 |
YTD Gross Income corporate trust and agency | $1,000 | 128 |
Investment management and investment advisory agency accounts income | $821,000 | 210 |
Foundation and endowment and agency accounts income | $253,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $78,000 | 197 |
YTD Gross income other trust accounts | $2,000 | 198 |
Gross Fiduciary activities income | $2,996,000 | 235 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $412,000 | 279 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $151,000 | 154 |
YTD Gross Income employee benefit defined benefit | $301,000 | 55 |
YTD Gross Income from other retirement accounts | $310,000 | 166 |
YTD Gross Income corporate trust and agency | $1,000 | 120 |
Investment management and investment advisory agency accounts income | $571,000 | 208 |
Foundation and endowment and agency accounts income | $166,000 | 121 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $57,000 | 181 |
YTD Gross income other trust accounts | $0 | 196 |
Gross Fiduciary activities income | $1,969,000 | 236 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $199,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $76,000 | 154 |
YTD Gross Income employee benefit defined benefit | $148,000 | 57 |
YTD Gross Income from other retirement accounts | $155,000 | 167 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $269,000 | 211 |
Foundation and endowment and agency accounts income | $82,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $25,000 | 199 |
YTD Gross income other trust accounts | $0 | 186 |
Gross Fiduciary activities income | $954,000 | 238 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $901,000 | 287 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $309,000 | 161 |
YTD Gross Income employee benefit defined benefit | $542,000 | 59 |
YTD Gross Income from other retirement accounts | $599,000 | 167 |
YTD Gross Income corporate trust and agency | $4,000 | 142 |
Investment management and investment advisory agency accounts income | $1,038,000 | 213 |
Foundation and endowment and agency accounts income | $319,000 | 120 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $116,000 | 187 |
YTD Gross income other trust accounts | $0 | 295 |
Gross Fiduciary activities income | $3,828,000 | 233 |
YTD fiduciary expense (Dec. only) | $3,558,000 | 198 |
YTD fiduciary net loss (Dec. only) | $0 | 176 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $270,000 | 403 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $665,000 | 271 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $231,000 | 157 |
YTD Gross Income employee benefit defined benefit | $398,000 | 59 |
YTD Gross Income from other retirement accounts | $449,000 | 163 |
YTD Gross Income corporate trust and agency | $2,000 | 118 |
Investment management and investment advisory agency accounts income | $779,000 | 208 |
Foundation and endowment and agency accounts income | $238,000 | 115 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $86,000 | 179 |
YTD Gross income other trust accounts | $0 | 216 |
Gross Fiduciary activities income | $2,848,000 | 232 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $460,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $154,000 | 157 |
YTD Gross Income employee benefit defined benefit | $257,000 | 60 |
YTD Gross Income from other retirement accounts | $296,000 | 166 |
YTD Gross Income corporate trust and agency | $2,000 | 111 |
Investment management and investment advisory agency accounts income | $525,000 | 207 |
Foundation and endowment and agency accounts income | $156,000 | 118 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $58,000 | 180 |
YTD Gross income other trust accounts | $0 | 212 |
Gross Fiduciary activities income | $1,908,000 | 236 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $206,000 | 275 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $76,000 | 157 |
YTD Gross Income employee benefit defined benefit | $126,000 | 62 |
YTD Gross Income from other retirement accounts | $146,000 | 167 |
YTD Gross Income corporate trust and agency | $1,000 | 108 |
Investment management and investment advisory agency accounts income | $250,000 | 210 |
Foundation and endowment and agency accounts income | $76,000 | 115 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $25,000 | 190 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $906,000 | 237 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,027,000 | 258 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $339,000 | 158 |
YTD Gross Income employee benefit defined benefit | $491,000 | 65 |
YTD Gross Income from other retirement accounts | $602,000 | 163 |
YTD Gross Income corporate trust and agency | $4,000 | 155 |
Investment management and investment advisory agency accounts income | $1,044,000 | 213 |
Foundation and endowment and agency accounts income | $311,000 | 120 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $125,000 | 195 |
YTD Gross income other trust accounts | $4,000 | 261 |
Gross Fiduciary activities income | $3,947,000 | 229 |
YTD fiduciary expense (Dec. only) | $3,247,000 | 207 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $700,000 | 293 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $828,000 | 233 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $263,000 | 152 |
YTD Gross Income employee benefit defined benefit | $367,000 | 67 |
YTD Gross Income from other retirement accounts | $453,000 | 161 |
YTD Gross Income corporate trust and agency | $5,000 | 111 |
Investment management and investment advisory agency accounts income | $788,000 | 209 |
Foundation and endowment and agency accounts income | $234,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $95,000 | 181 |
YTD Gross income other trust accounts | $4,000 | 196 |
Gross Fiduciary activities income | $3,037,000 | 228 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $617,000 | 228 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $183,000 | 153 |
YTD Gross Income employee benefit defined benefit | $243,000 | 69 |
YTD Gross Income from other retirement accounts | $301,000 | 162 |
YTD Gross Income corporate trust and agency | $3,000 | 111 |
Investment management and investment advisory agency accounts income | $528,000 | 209 |
Foundation and endowment and agency accounts income | $156,000 | 120 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $57,000 | 191 |
YTD Gross income other trust accounts | $3,000 | 187 |
Gross Fiduciary activities income | $2,091,000 | 230 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $231,000 | 265 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $98,000 | 148 |
YTD Gross Income employee benefit defined benefit | $119,000 | 70 |
YTD Gross Income from other retirement accounts | $151,000 | 161 |
YTD Gross Income corporate trust and agency | $1,000 | 115 |
Investment management and investment advisory agency accounts income | $252,000 | 216 |
Foundation and endowment and agency accounts income | $78,000 | 116 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $27,000 | 191 |
YTD Gross income other trust accounts | $1,000 | 186 |
Gross Fiduciary activities income | $958,000 | 237 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $933,000 | 281 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $364,000 | 151 |
YTD Gross Income employee benefit defined benefit | $406,000 | 75 |
YTD Gross Income from other retirement accounts | $548,000 | 172 |
YTD Gross Income corporate trust and agency | $11,000 | 134 |
Investment management and investment advisory agency accounts income | $1,019,000 | 207 |
Foundation and endowment and agency accounts income | $290,000 | 121 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $118,000 | 202 |
YTD Gross income other trust accounts | $3,000 | 266 |
Gross Fiduciary activities income | $3,692,000 | 237 |
YTD fiduciary expense (Dec. only) | $2,992,000 | 212 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $700,000 | 290 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $679,000 | 272 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $284,000 | 148 |
YTD Gross Income employee benefit defined benefit | $289,000 | 75 |
YTD Gross Income from other retirement accounts | $400,000 | 169 |
YTD Gross Income corporate trust and agency | $10,000 | 100 |
Investment management and investment advisory agency accounts income | $768,000 | 209 |
Foundation and endowment and agency accounts income | $215,000 | 119 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $88,000 | 192 |
YTD Gross income other trust accounts | $1,000 | 210 |
Gross Fiduciary activities income | $2,734,000 | 239 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $432,000 | 275 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $192,000 | 147 |
YTD Gross Income employee benefit defined benefit | $188,000 | 74 |
YTD Gross Income from other retirement accounts | $262,000 | 170 |
YTD Gross Income corporate trust and agency | $8,000 | 91 |
Investment management and investment advisory agency accounts income | $517,000 | 208 |
Foundation and endowment and agency accounts income | $141,000 | 121 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $58,000 | 194 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $1,798,000 | 245 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $195,000 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $94,000 | 151 |
YTD Gross Income employee benefit defined benefit | $105,000 | 75 |
YTD Gross Income from other retirement accounts | $128,000 | 170 |
YTD Gross Income corporate trust and agency | $7,000 | 76 |
Investment management and investment advisory agency accounts income | $240,000 | 214 |
Foundation and endowment and agency accounts income | $67,000 | 120 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $25,000 | 201 |
YTD Gross income other trust accounts | $0 | 197 |
Gross Fiduciary activities income | $861,000 | 250 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $771,000 | 291 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $256,000 | 174 |
YTD Gross Income employee benefit defined benefit | $394,000 | 73 |
YTD Gross Income from other retirement accounts | $462,000 | 175 |
YTD Gross Income corporate trust and agency | $5,000 | 150 |
Investment management and investment advisory agency accounts income | $869,000 | 217 |
Foundation and endowment and agency accounts income | $224,000 | 134 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $115,000 | 210 |
YTD Gross income other trust accounts | $3,000 | 271 |
Gross Fiduciary activities income | $3,099,000 | 251 |
YTD fiduciary expense (Dec. only) | $2,803,000 | 212 |
YTD fiduciary net loss (Dec. only) | $0 | 189 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $296,000 | 390 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $543,000 | 282 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $196,000 | 169 |
YTD Gross Income employee benefit defined benefit | $284,000 | 72 |
YTD Gross Income from other retirement accounts | $344,000 | 167 |
YTD Gross Income corporate trust and agency | $4,000 | 111 |
Investment management and investment advisory agency accounts income | $661,000 | 207 |
Foundation and endowment and agency accounts income | $161,000 | 131 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $86,000 | 190 |
YTD Gross income other trust accounts | $3,000 | 193 |
Gross Fiduciary activities income | $2,282,000 | 253 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $345,000 | 286 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $136,000 | 170 |
YTD Gross Income employee benefit defined benefit | $187,000 | 74 |
YTD Gross Income from other retirement accounts | $227,000 | 168 |
YTD Gross Income corporate trust and agency | $4,000 | 103 |
Investment management and investment advisory agency accounts income | $445,000 | 205 |
Foundation and endowment and agency accounts income | $102,000 | 133 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $59,000 | 189 |
YTD Gross income other trust accounts | $2,000 | 191 |
Gross Fiduciary activities income | $1,507,000 | 257 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $151,000 | 307 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $76,000 | 161 |
YTD Gross Income employee benefit defined benefit | $90,000 | 75 |
YTD Gross Income from other retirement accounts | $112,000 | 168 |
YTD Gross Income corporate trust and agency | $3,000 | 93 |
Investment management and investment advisory agency accounts income | $215,000 | 213 |
Foundation and endowment and agency accounts income | $48,000 | 139 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $28,000 | 192 |
YTD Gross income other trust accounts | $2,000 | 171 |
Gross Fiduciary activities income | $725,000 | 260 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $612,000 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $262,000 | 178 |
YTD Gross Income employee benefit defined benefit | $326,000 | 81 |
YTD Gross Income from other retirement accounts | $432,000 | 171 |
YTD Gross Income corporate trust and agency | $6,000 | 145 |
Investment management and investment advisory agency accounts income | $853,000 | 204 |
Foundation and endowment and agency accounts income | $194,000 | 136 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $149,000 | 178 |
YTD Gross income other trust accounts | $0 | 288 |
Gross Fiduciary activities income | $2,834,000 | 248 |
YTD fiduciary expense (Dec. only) | $3,424,000 | 174 |
YTD fiduciary net loss (Dec. only) | $22,000 | 95 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $-612,000 | 7,064 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $463,000 | 287 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $200,000 | 172 |
YTD Gross Income employee benefit defined benefit | $240,000 | 78 |
YTD Gross Income from other retirement accounts | $322,000 | 169 |
YTD Gross Income corporate trust and agency | $4,000 | 114 |
Investment management and investment advisory agency accounts income | $634,000 | 204 |
Foundation and endowment and agency accounts income | $146,000 | 131 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $120,000 | 161 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $2,129,000 | 246 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $306,000 | 290 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $135,000 | 174 |
YTD Gross Income employee benefit defined benefit | $159,000 | 76 |
YTD Gross Income from other retirement accounts | $214,000 | 170 |
YTD Gross Income corporate trust and agency | $3,000 | 115 |
Investment management and investment advisory agency accounts income | $426,000 | 205 |
Foundation and endowment and agency accounts income | $98,000 | 134 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $95,000 | 148 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $1,436,000 | 249 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $149,000 | 288 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $72,000 | 165 |
YTD Gross Income employee benefit defined benefit | $78,000 | 76 |
YTD Gross Income from other retirement accounts | $106,000 | 170 |
YTD Gross Income corporate trust and agency | $3,000 | 98 |
Investment management and investment advisory agency accounts income | $202,000 | 206 |
Foundation and endowment and agency accounts income | $50,000 | 131 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $44,000 | 150 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $704,000 | 252 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $689,000 | 296 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $244,000 | 180 |
YTD Gross Income employee benefit defined benefit | $301,000 | 81 |
YTD Gross Income from other retirement accounts | $408,000 | 161 |
YTD Gross Income corporate trust and agency | $7,000 | 160 |
Investment management and investment advisory agency accounts income | $832,000 | 199 |
Foundation and endowment and agency accounts income | $189,000 | 134 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $210,000 | 135 |
YTD Gross income other trust accounts | $2,000 | 284 |
Gross Fiduciary activities income | $2,882,000 | 206 |
YTD fiduciary expense (Dec. only) | $2,901,000 | 187 |
YTD fiduciary net loss (Dec. only) | $16,000 | 115 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $-35,000 | 7,301 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $533,000 | 258 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $191,000 | 172 |
YTD Gross Income employee benefit defined benefit | $226,000 | 80 |
YTD Gross Income from other retirement accounts | $309,000 | 156 |
YTD Gross Income corporate trust and agency | $4,000 | 128 |
Investment management and investment advisory agency accounts income | $634,000 | 197 |
Foundation and endowment and agency accounts income | $146,000 | 128 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $160,000 | 135 |
YTD Gross income other trust accounts | $1,000 | 204 |
Gross Fiduciary activities income | $2,204,000 | 201 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $356,000 | 260 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $132,000 | 172 |
YTD Gross Income employee benefit defined benefit | $150,000 | 78 |
YTD Gross Income from other retirement accounts | $208,000 | 152 |
YTD Gross Income corporate trust and agency | $3,000 | 128 |
Investment management and investment advisory agency accounts income | $430,000 | 200 |
Foundation and endowment and agency accounts income | $96,000 | 128 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $112,000 | 131 |
YTD Gross income other trust accounts | $1,000 | 204 |
Gross Fiduciary activities income | $1,488,000 | 206 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $164,000 | 278 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $74,000 | 168 |
YTD Gross Income employee benefit defined benefit | $78,000 | 82 |
YTD Gross Income from other retirement accounts | $103,000 | 164 |
YTD Gross Income corporate trust and agency | $2,000 | 113 |
Investment management and investment advisory agency accounts income | $204,000 | 203 |
Foundation and endowment and agency accounts income | $47,000 | 127 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $50,000 | 141 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $722,000 | 214 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $681,000 | 289 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $225,000 | 191 |
YTD Gross Income employee benefit defined benefit | $266,000 | 84 |
YTD Gross Income from other retirement accounts | $419,000 | 150 |
YTD Gross Income corporate trust and agency | $7,000 | 171 |
Investment management and investment advisory agency accounts income | $789,000 | 205 |
Foundation and endowment and agency accounts income | $167,000 | 137 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $226,000 | 135 |
YTD Gross income other trust accounts | $0 | 312 |
Gross Fiduciary activities income | $2,780,000 | 209 |
YTD fiduciary expense (Dec. only) | $2,573,000 | 206 |
YTD fiduciary net loss (Dec. only) | $31,000 | 83 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $176,000 | 409 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $516,000 | 252 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $172,000 | 175 |
YTD Gross Income employee benefit defined benefit | $196,000 | 82 |
YTD Gross Income from other retirement accounts | $311,000 | 148 |
YTD Gross Income corporate trust and agency | $5,000 | 130 |
Investment management and investment advisory agency accounts income | $621,000 | 194 |
Foundation and endowment and agency accounts income | $122,000 | 129 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $138,000 | 144 |
YTD Gross income other trust accounts | $0 | 210 |
Gross Fiduciary activities income | $2,081,000 | 207 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $324,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $116,000 | 176 |
YTD Gross Income employee benefit defined benefit | $129,000 | 84 |
YTD Gross Income from other retirement accounts | $196,000 | 153 |
YTD Gross Income corporate trust and agency | $4,000 | 125 |
Investment management and investment advisory agency accounts income | $387,000 | 204 |
Foundation and endowment and agency accounts income | $82,000 | 122 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $92,000 | 147 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $1,330,000 | 214 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $152,000 | 266 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $62,000 | 177 |
YTD Gross Income employee benefit defined benefit | $64,000 | 84 |
YTD Gross Income from other retirement accounts | $96,000 | 159 |
YTD Gross Income corporate trust and agency | $3,000 | 114 |
Investment management and investment advisory agency accounts income | $193,000 | 204 |
Foundation and endowment and agency accounts income | $39,000 | 124 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $48,000 | 147 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $657,000 | 215 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $739,000 | 271 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $229,000 | 181 |
YTD Gross Income employee benefit defined benefit | $238,000 | 86 |
YTD Gross Income from other retirement accounts | $358,000 | 159 |
YTD Gross Income corporate trust and agency | $7,000 | 174 |
Investment management and investment advisory agency accounts income | $719,000 | 207 |
Foundation and endowment and agency accounts income | $142,000 | 125 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $177,000 | 167 |
YTD Gross income other trust accounts | $0 | 317 |
Gross Fiduciary activities income | $2,609,000 | 209 |
YTD fiduciary expense (Dec. only) | $2,660,000 | 200 |
YTD fiduciary net loss (Dec. only) | $0 | 207 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $-51,000 | 7,936 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $566,000 | 245 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $177,000 | 174 |
YTD Gross Income employee benefit defined benefit | $175,000 | 82 |
YTD Gross Income from other retirement accounts | $262,000 | 161 |
YTD Gross Income corporate trust and agency | $5,000 | 128 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $130,000 | 160 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $1,951,000 | 208 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $370,000 | 247 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $120,000 | 176 |
YTD Gross Income employee benefit defined benefit | $114,000 | 83 |
YTD Gross Income from other retirement accounts | $172,000 | 158 |
YTD Gross Income corporate trust and agency | $3,000 | 130 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $86,000 | 164 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $1,279,000 | 213 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $196,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $65,000 | 170 |
YTD Gross Income employee benefit defined benefit | $57,000 | 81 |
YTD Gross Income from other retirement accounts | $84,000 | 166 |
YTD Gross Income corporate trust and agency | $2,000 | 119 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $43,000 | 168 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $652,000 | 215 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,674,000 | 218 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,024,000 | 229 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,355,000 | 231 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $691,000 | 231 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,776,000 | 227 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,068,000 | 226 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,345,000 | 236 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $682,000 | 238 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,852,000 | 215 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,167,000 | 216 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,497,000 | 216 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $845,000 | 200 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,522,000 | 231 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,831,000 | 231 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,202,000 | 232 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $605,000 | 237 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,312,000 | 232 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,671,000 | 244 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,129,000 | 244 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $594,000 | 238 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,091,000 | 250 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,532,000 | 266 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $992,000 | 276 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $477,000 | 288 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,904,000 | 293 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,983,000 | 292 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,910,000 | 292 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,686,000 | 353 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,332,000 | 398 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,086,000 | 443 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,002,000 | 505 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $844,000 | 573 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $724,000 | 614 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $663,000 | 661 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $535,000 | 738 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |