Home > The First National Bank in Sioux Falls > Gross Fiduciary and Related Services Income

The First National Bank in Sioux Falls, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,801,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$987,00088
YTD Gross Income employee benefit defined benefit$356,00067
YTD Gross Income from other retirement accounts$968,000161
YTD Gross Income corporate trust and agency$1,000133
Investment management and investment advisory agency accounts income$3,961,000173
Foundation and endowment and agency accounts income$461,000134
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$3,000381
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$10,538,000166
YTD fiduciary expense (Dec. only)$8,032,000153
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,506,000189
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,791,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$749,00089
YTD Gross Income employee benefit defined benefit$274,00068
YTD Gross Income from other retirement accounts$718,000158
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,837,000173
Foundation and endowment and agency accounts income$294,000140
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$3,000319
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$7,666,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,921,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$505,00087
YTD Gross Income employee benefit defined benefit$189,00065
YTD Gross Income from other retirement accounts$482,000161
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,745,000175
Foundation and endowment and agency accounts income$234,000129
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$3,000359
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$5,079,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$965,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000102
YTD Gross Income employee benefit defined benefit$93,00069
YTD Gross Income from other retirement accounts$239,000164
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$787,000145
Foundation and endowment and agency accounts income$70,000161
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$1,000320
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,345,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,069,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,005,00096
YTD Gross Income employee benefit defined benefit$396,00077
YTD Gross Income from other retirement accounts$819,000190
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,887,000150
Foundation and endowment and agency accounts income$476,000138
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$6,000380
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$9,658,000182
YTD fiduciary expense (Dec. only)$7,334,000160
YTD fiduciary net loss (Dec. only)$15,000131
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$2,309,000215
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,123,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$831,00093
YTD Gross Income employee benefit defined benefit$328,00071
YTD Gross Income from other retirement accounts$647,000182
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,024,000154
Foundation and endowment and agency accounts income$330,000141
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$1,000337
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$7,284,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,941,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$540,00086
YTD Gross Income employee benefit defined benefit$221,00064
YTD Gross Income from other retirement accounts$416,000177
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,347,000143
Foundation and endowment and agency accounts income$253,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000356
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,719,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$906,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$259,00089
YTD Gross Income employee benefit defined benefit$106,00066
YTD Gross Income from other retirement accounts$188,000192
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$620,000150
Foundation and endowment and agency accounts income$71,000154
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000302
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,151,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,199,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,079,00093
YTD Gross Income employee benefit defined benefit$427,00066
YTD Gross Income from other retirement accounts$725,000203
YTD Gross Income corporate trust and agency$4,000110
Investment management and investment advisory agency accounts income$2,947,000136
Foundation and endowment and agency accounts income$497,000122
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,000358
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$9,879,000158
YTD fiduciary expense (Dec. only)$1,000409
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$9,878,00081
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,010,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$801,00091
YTD Gross Income employee benefit defined benefit$311,00064
YTD Gross Income from other retirement accounts$515,000203
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$1,860,000147
Foundation and endowment and agency accounts income$298,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000299
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$6,798,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,883,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$545,00093
YTD Gross Income employee benefit defined benefit$202,00066
YTD Gross Income from other retirement accounts$336,000211
YTD Gross Income corporate trust and agency$2,000109
Investment management and investment advisory agency accounts income$1,237,000148
Foundation and endowment and agency accounts income$227,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000345
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,433,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$962,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000105
YTD Gross Income employee benefit defined benefit$105,00065
YTD Gross Income from other retirement accounts$154,000213
YTD Gross Income corporate trust and agency$36,00051
Investment management and investment advisory agency accounts income$601,000150
Foundation and endowment and agency accounts income$73,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0299
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,133,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,558,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$820,00099
YTD Gross Income employee benefit defined benefit$368,00068
YTD Gross Income from other retirement accounts$584,000210
YTD Gross Income corporate trust and agency$32,00077
Investment management and investment advisory agency accounts income$2,482,000138
Foundation and endowment and agency accounts income$433,000122
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,000357
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$8,278,000164
YTD fiduciary expense (Dec. only)$6,318,000141
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,960,000180
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,873,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$581,00099
YTD Gross Income employee benefit defined benefit$305,00067
YTD Gross Income from other retirement accounts$456,000193
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,743,000144
Foundation and endowment and agency accounts income$207,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0300
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,165,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,789,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$490,00093
YTD Gross Income employee benefit defined benefit$188,00069
YTD Gross Income from other retirement accounts$273,000215
YTD Gross Income corporate trust and agency$34,00062
Investment management and investment advisory agency accounts income$1,101,000150
Foundation and endowment and agency accounts income$219,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000347
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,095,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$901,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$190,000103
YTD Gross Income employee benefit defined benefit$98,00066
YTD Gross Income from other retirement accounts$144,000202
YTD Gross Income corporate trust and agency$34,00050
Investment management and investment advisory agency accounts income$563,000148
Foundation and endowment and agency accounts income$68,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0300
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,998,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,878,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$867,00098
YTD Gross Income employee benefit defined benefit$358,00071
YTD Gross Income from other retirement accounts$519,000216
YTD Gross Income corporate trust and agency$335,00048
Investment management and investment advisory agency accounts income$2,173,000147
Foundation and endowment and agency accounts income$430,000109
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,000343
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$8,561,000159
YTD fiduciary expense (Dec. only)$6,587,000136
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$1,567,00037
YTD net fiduciary income (Dec. only)$3,541,000123
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,730,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$678,00097
YTD Gross Income employee benefit defined benefit$263,00072
YTD Gross Income from other retirement accounts$344,000223
YTD Gross Income corporate trust and agency$301,00046
Investment management and investment advisory agency accounts income$1,358,000165
Foundation and endowment and agency accounts income$265,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000306
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,940,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,800,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$502,00090
YTD Gross Income employee benefit defined benefit$175,00073
YTD Gross Income from other retirement accounts$228,000231
YTD Gross Income corporate trust and agency$189,00048
Investment management and investment advisory agency accounts income$926,000164
Foundation and endowment and agency accounts income$124,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000337
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,945,000164
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$890,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$301,00083
YTD Gross Income employee benefit defined benefit$83,00071
YTD Gross Income from other retirement accounts$107,000238
YTD Gross Income corporate trust and agency$105,00046
Investment management and investment advisory agency accounts income$433,000168
Foundation and endowment and agency accounts income$60,000153
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000335
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,980,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,672,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$970,00095
YTD Gross Income employee benefit defined benefit$335,00080
YTD Gross Income from other retirement accounts$395,000245
YTD Gross Income corporate trust and agency$732,00044
Investment management and investment advisory agency accounts income$1,888,000163
Foundation and endowment and agency accounts income$453,000111
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$8,000382
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$8,453,000156
YTD fiduciary expense (Dec. only)$6,026,000140
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$2,427,000161
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,765,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$748,00091
YTD Gross Income employee benefit defined benefit$260,00078
YTD Gross Income from other retirement accounts$270,000252
YTD Gross Income corporate trust and agency$466,00045
Investment management and investment advisory agency accounts income$1,208,000182
Foundation and endowment and agency accounts income$349,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000350
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$6,079,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,834,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$496,00095
YTD Gross Income employee benefit defined benefit$173,00078
YTD Gross Income from other retirement accounts$179,000250
YTD Gross Income corporate trust and agency$309,00043
Investment management and investment advisory agency accounts income$802,000183
Foundation and endowment and agency accounts income$232,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000325
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$4,032,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$904,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$233,000102
YTD Gross Income employee benefit defined benefit$85,00079
YTD Gross Income from other retirement accounts$93,000247
YTD Gross Income corporate trust and agency$236,00037
Investment management and investment advisory agency accounts income$385,000185
Foundation and endowment and agency accounts income$65,000150
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000295
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,007,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,687,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$811,000112
YTD Gross Income employee benefit defined benefit$322,00079
YTD Gross Income from other retirement accounts$311,000262
YTD Gross Income corporate trust and agency$713,00045
Investment management and investment advisory agency accounts income$1,580,000179
Foundation and endowment and agency accounts income$441,000100
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$8,000415
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$7,873,000159
YTD fiduciary expense (Dec. only)$5,499,000148
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$81,000121
YTD net fiduciary income (Dec. only)$2,455,000148
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,682,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$656,000100
YTD Gross Income employee benefit defined benefit$249,00077
YTD Gross Income from other retirement accounts$198,000266
YTD Gross Income corporate trust and agency$437,00047
Investment management and investment advisory agency accounts income$1,015,000190
Foundation and endowment and agency accounts income$284,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000329
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,529,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,710,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$458,00097
YTD Gross Income employee benefit defined benefit$159,00080
YTD Gross Income from other retirement accounts$129,000262
YTD Gross Income corporate trust and agency$307,00046
Investment management and investment advisory agency accounts income$666,000193
Foundation and endowment and agency accounts income$213,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000323
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,649,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$891,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,000101
YTD Gross Income employee benefit defined benefit$81,00080
YTD Gross Income from other retirement accounts$62,000265
YTD Gross Income corporate trust and agency$160,00044
Investment management and investment advisory agency accounts income$346,000183
Foundation and endowment and agency accounts income$64,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000310
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,825,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,346,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$829,000102
YTD Gross Income employee benefit defined benefit$170,00099
YTD Gross Income from other retirement accounts$275,000262
YTD Gross Income corporate trust and agency$754,00042
Investment management and investment advisory agency accounts income$1,098,000202
Foundation and endowment and agency accounts income$399,000102
YTD Gross income other trust and agency accounts$21,000103
YTD Gross income custody and safekeeping agency accounts$4,000439
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$6,896,000159
YTD fiduciary expense (Dec. only)$5,348,000149
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$27,000137
YTD net fiduciary income (Dec. only)$1,575,000178
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,639,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$591,000104
YTD Gross Income employee benefit defined benefit$182,00086
YTD Gross Income from other retirement accounts$196,000252
YTD Gross Income corporate trust and agency$452,00047
Investment management and investment advisory agency accounts income$739,000214
Foundation and endowment and agency accounts income$285,000104
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000333
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$5,112,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,701,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$420,00099
YTD Gross Income employee benefit defined benefit$118,00086
YTD Gross Income from other retirement accounts$131,000256
YTD Gross Income corporate trust and agency$321,00046
Investment management and investment advisory agency accounts income$494,000212
Foundation and endowment and agency accounts income$212,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000333
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,422,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$856,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000102
YTD Gross Income employee benefit defined benefit$63,00084
YTD Gross Income from other retirement accounts$75,000247
YTD Gross Income corporate trust and agency$152,00041
Investment management and investment advisory agency accounts income$258,000206
Foundation and endowment and agency accounts income$68,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000313
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,687,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,307,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$771,000108
YTD Gross Income employee benefit defined benefit$228,00092
YTD Gross Income from other retirement accounts$289,000265
YTD Gross Income corporate trust and agency$853,00037
Investment management and investment advisory agency accounts income$1,127,000200
Foundation and endowment and agency accounts income$380,000106
YTD Gross income other trust and agency accounts$32,00092
YTD Gross income custody and safekeeping agency accounts$9,000424
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$6,996,000160
YTD fiduciary expense (Dec. only)$4,723,000164
YTD fiduciary net loss (Dec. only)$40,00070
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,233,000153
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,498,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$500,000117
YTD Gross Income employee benefit defined benefit$182,00089
YTD Gross Income from other retirement accounts$204,000257
YTD Gross Income corporate trust and agency$517,00041
Investment management and investment advisory agency accounts income$785,000210
Foundation and endowment and agency accounts income$188,000139
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000346
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,899,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,661,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$354,000115
YTD Gross Income employee benefit defined benefit$121,00092
YTD Gross Income from other retirement accounts$138,000256
YTD Gross Income corporate trust and agency$396,00038
Investment management and investment advisory agency accounts income$477,000219
Foundation and endowment and agency accounts income$125,000139
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000345
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,288,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$831,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000118
YTD Gross Income employee benefit defined benefit$59,00091
YTD Gross Income from other retirement accounts$70,000257
YTD Gross Income corporate trust and agency$226,00035
Investment management and investment advisory agency accounts income$278,000202
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000340
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,628,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,092,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$646,000121
YTD Gross Income employee benefit defined benefit$213,00095
YTD Gross Income from other retirement accounts$277,000265
YTD Gross Income corporate trust and agency$720,00039
Investment management and investment advisory agency accounts income$1,222,000188
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$44,00074
YTD Gross income custody and safekeeping agency accounts$17,000405
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$6,231,000166
YTD fiduciary expense (Dec. only)$4,245,000169
YTD fiduciary net loss (Dec. only)$9,000123
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,977,000162
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,291,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$407,000128
YTD Gross Income employee benefit defined benefit$169,00093
YTD Gross Income from other retirement accounts$198,000254
YTD Gross Income corporate trust and agency$458,00043
Investment management and investment advisory agency accounts income$844,000199
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000334
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$4,403,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,562,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$305,000123
YTD Gross Income employee benefit defined benefit$117,00090
YTD Gross Income from other retirement accounts$127,000256
YTD Gross Income corporate trust and agency$326,00037
Investment management and investment advisory agency accounts income$527,000205
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000324
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,974,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$734,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$136,000129
YTD Gross Income employee benefit defined benefit$62,00090
YTD Gross Income from other retirement accounts$67,000256
YTD Gross Income corporate trust and agency$191,00036
Investment management and investment advisory agency accounts income$300,000191
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000321
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,495,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,599,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$456,000141
YTD Gross Income employee benefit defined benefit$167,000102
YTD Gross Income from other retirement accounts$243,000275
YTD Gross Income corporate trust and agency$826,00038
Investment management and investment advisory agency accounts income$1,168,000183
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$29,00083
YTD Gross income custody and safekeeping agency accounts$17,000396
YTD Gross income other trust accounts$100,000127
Gross Fiduciary activities income$5,605,000166
YTD fiduciary expense (Dec. only)$4,250,000170
YTD fiduciary net loss (Dec. only)$9,000126
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,346,000178
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,983,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$361,000137
YTD Gross Income employee benefit defined benefit$134,00096
YTD Gross Income from other retirement accounts$171,000258
YTD Gross Income corporate trust and agency$541,00038
Investment management and investment advisory agency accounts income$754,000200
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000305
YTD Gross income other trust accounts$100,000103
Gross Fiduciary activities income$4,090,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,305,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$259,000129
YTD Gross Income employee benefit defined benefit$87,00098
YTD Gross Income from other retirement accounts$112,000257
YTD Gross Income corporate trust and agency$419,00037
Investment management and investment advisory agency accounts income$485,000199
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000290
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,695,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$646,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000136
YTD Gross Income employee benefit defined benefit$44,000100
YTD Gross Income from other retirement accounts$56,000258
YTD Gross Income corporate trust and agency$253,00033
Investment management and investment advisory agency accounts income$231,000203
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000273
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,352,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,499,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$579,000125
YTD Gross Income employee benefit defined benefit$156,000102
YTD Gross Income from other retirement accounts$219,000276
YTD Gross Income corporate trust and agency$754,00038
Investment management and investment advisory agency accounts income$1,063,000183
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$6,000137
YTD Gross income custody and safekeeping agency accounts$29,000350
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$5,305,000164
YTD fiduciary expense (Dec. only)$4,032,000162
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,270,000170
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,718,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$461,000114
YTD Gross Income employee benefit defined benefit$112,000101
YTD Gross Income from other retirement accounts$136,000267
YTD Gross Income corporate trust and agency$490,00039
Investment management and investment advisory agency accounts income$607,000210
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000293
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,541,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,119,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$308,000112
YTD Gross Income employee benefit defined benefit$70,000103
YTD Gross Income from other retirement accounts$84,000274
YTD Gross Income corporate trust and agency$362,00038
Investment management and investment advisory agency accounts income$404,000209
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000286
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,361,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$563,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000111
YTD Gross Income employee benefit defined benefit$34,000103
YTD Gross Income from other retirement accounts$37,000276
YTD Gross Income corporate trust and agency$180,00038
Investment management and investment advisory agency accounts income$192,000211
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,181,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,388,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$606,000118
YTD Gross Income employee benefit defined benefit$134,000107
YTD Gross Income from other retirement accounts$186,000288
YTD Gross Income corporate trust and agency$872,00037
Investment management and investment advisory agency accounts income$1,018,000179
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$26,00098
YTD Gross income custody and safekeeping agency accounts$15,000390
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$5,245,000139
YTD fiduciary expense (Dec. only)$4,053,000155
YTD fiduciary net loss (Dec. only)$2,000176
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,190,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,814,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$482,000113
YTD Gross Income employee benefit defined benefit$103,000106
YTD Gross Income from other retirement accounts$125,000267
YTD Gross Income corporate trust and agency$537,00039
Investment management and investment advisory agency accounts income$652,000195
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000308
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,722,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,161,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$332,000114
YTD Gross Income employee benefit defined benefit$65,000106
YTD Gross Income from other retirement accounts$78,000274
YTD Gross Income corporate trust and agency$408,00040
Investment management and investment advisory agency accounts income$432,000199
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000310
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,482,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$575,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000131
YTD Gross Income employee benefit defined benefit$33,000106
YTD Gross Income from other retirement accounts$40,000270
YTD Gross Income corporate trust and agency$253,00036
Investment management and investment advisory agency accounts income$204,000203
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000321
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,241,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,398,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$538,000129
YTD Gross Income employee benefit defined benefit$119,000115
YTD Gross Income from other retirement accounts$175,000283
YTD Gross Income corporate trust and agency$788,00040
Investment management and investment advisory agency accounts income$1,020,000176
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$18,000392
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$5,057,000144
YTD fiduciary expense (Dec. only)$3,843,000166
YTD fiduciary net loss (Dec. only)$1,000179
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,213,000166
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,854,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$438,000120
YTD Gross Income employee benefit defined benefit$94,000112
YTD Gross Income from other retirement accounts$121,000249
YTD Gross Income corporate trust and agency$537,00042
Investment management and investment advisory agency accounts income$666,000183
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000307
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$3,722,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,202,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$311,000115
YTD Gross Income employee benefit defined benefit$60,000117
YTD Gross Income from other retirement accounts$80,000253
YTD Gross Income corporate trust and agency$393,00041
Investment management and investment advisory agency accounts income$431,000194
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000322
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,481,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$605,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$131,000131
YTD Gross Income employee benefit defined benefit$30,000115
YTD Gross Income from other retirement accounts$40,000253
YTD Gross Income corporate trust and agency$230,00036
Investment management and investment advisory agency accounts income$202,000200
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000318
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,240,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,301,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$500,000125
YTD Gross Income employee benefit defined benefit$101,000118
YTD Gross Income from other retirement accounts$167,000272
YTD Gross Income corporate trust and agency$799,00046
Investment management and investment advisory agency accounts income$896,000178
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$18,000119
YTD Gross income custody and safekeeping agency accounts$12,000413
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$4,794,000147
YTD fiduciary expense (Dec. only)$3,901,000166
YTD fiduciary net loss (Dec. only)$11,000140
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$882,000198
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,989,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$424,000114
YTD Gross Income employee benefit defined benefit$86,000108
YTD Gross Income from other retirement accounts$130,000240
YTD Gross Income corporate trust and agency$605,00045
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000305
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$3,819,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,335,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,000111
YTD Gross Income employee benefit defined benefit$57,000109
YTD Gross Income from other retirement accounts$88,000230
YTD Gross Income corporate trust and agency$481,00043
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000311
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,664,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$614,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,00097
YTD Gross Income employee benefit defined benefit$26,000109
YTD Gross Income from other retirement accounts$45,000229
YTD Gross Income corporate trust and agency$290,00039
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000299
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,331,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$11,000139
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,429,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,146,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,765,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,382,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$17,000140
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,843,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,010,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,722,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,356,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$24,000124
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,603,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,781,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,504,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,227,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$789,00043
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,895,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,797,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,585,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,346,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$111,00085
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,891,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,776,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,547,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,299,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$172,00078
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,503,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,952,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,635,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,317,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$75,000112
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,238,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$39,000140
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,964,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,484,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,551,000205
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,971,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,573,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,173,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,562,000327
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,428,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,269,000353
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,027,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA