Home > The First National Bank of Mount Dora > Gross Fiduciary and Related Services Income

The First National Bank of Mount Dora, 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$1,823,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000225
YTD Gross Income employee benefit defined benefit$2,000232
YTD Gross Income from other retirement accounts$717,000204
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$3,148,000186
Foundation and endowment and agency accounts income$698,000107
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$107,000235
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,562,000231
YTD fiduciary expense (Dec. only)$4,162,000238
YTD fiduciary net loss (Dec. only)$10,000165
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,390,000194
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,385,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000193
YTD Gross Income employee benefit defined benefit$1,000211
YTD Gross Income from other retirement accounts$537,000194
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,346,000185
Foundation and endowment and agency accounts income$538,00099
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$70,000226
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$4,927,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$943,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000222
YTD Gross Income employee benefit defined benefit$1,000227
YTD Gross Income from other retirement accounts$347,000204
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,525,000184
Foundation and endowment and agency accounts income$371,00098
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$39,000247
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,257,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$424,000234
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000205
YTD Gross Income employee benefit defined benefit$1,000161
YTD Gross Income from other retirement accounts$171,000205
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$756,000148
Foundation and endowment and agency accounts income$157,000111
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$14,000250
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,539,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,676,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000235
YTD Gross Income employee benefit defined benefit$1,000199
YTD Gross Income from other retirement accounts$646,000228
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,958,000147
Foundation and endowment and agency accounts income$675,000107
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$222,000160
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$6,249,000244
YTD fiduciary expense (Dec. only)$3,713,000258
YTD fiduciary net loss (Dec. only)$2,000187
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$2,534,000200
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,240,000243
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000213
YTD Gross Income employee benefit defined benefit$1,000180
YTD Gross Income from other retirement accounts$481,000219
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,244,000148
Foundation and endowment and agency accounts income$530,000109
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$61,000233
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$4,612,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$860,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000225
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$317,000214
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,510,000133
Foundation and endowment and agency accounts income$369,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000234
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,133,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$374,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000200
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$165,000205
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$763,000134
Foundation and endowment and agency accounts income$170,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000233
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,510,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,446,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000225
YTD Gross Income employee benefit defined benefit$3,000190
YTD Gross Income from other retirement accounts$619,000225
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,857,000138
Foundation and endowment and agency accounts income$641,000104
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$51,000274
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$5,697,000220
YTD fiduciary expense (Dec. only)$3,492,000223
YTD fiduciary net loss (Dec. only)$4,000144
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$2,201,000203
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,099,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000203
YTD Gross Income employee benefit defined benefit$2,000168
YTD Gross Income from other retirement accounts$470,000213
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$2,120,000136
Foundation and endowment and agency accounts income$477,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000240
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$4,265,000220
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
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$746,000242
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000226
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$302,000224
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,407,000137
Foundation and endowment and agency accounts income$295,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000270
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,813,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$380,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000210
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$159,000211
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$700,000139
Foundation and endowment and agency accounts income$134,000109
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000245
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,402,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,351,000233
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000244
YTD Gross Income employee benefit defined benefit$2,000203
YTD Gross Income from other retirement accounts$543,000220
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,343,000147
Foundation and endowment and agency accounts income$530,000103
YTD Gross income other trust and agency accounts$21,00061
YTD Gross income custody and safekeeping agency accounts$46,000274
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$4,898,000224
YTD fiduciary expense (Dec. only)$3,190,000231
YTD fiduciary net loss (Dec. only)$25,000103
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,683,000194
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,024,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000218
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$406,000206
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,714,000148
Foundation and endowment and agency accounts income$402,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000245
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,644,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$710,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000241
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$271,000216
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,109,000148
Foundation and endowment and agency accounts income$264,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000273
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,417,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$364,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000215
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$139,000205
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$587,000143
Foundation and endowment and agency accounts income$133,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000252
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,248,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,460,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000235
YTD Gross Income employee benefit defined benefit$2,000201
YTD Gross Income from other retirement accounts$489,000225
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$2,195,000146
Foundation and endowment and agency accounts income$450,000104
YTD Gross income other trust and agency accounts$22,00073
YTD Gross income custody and safekeeping agency accounts$35,000286
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$4,709,000223
YTD fiduciary expense (Dec. only)$2,890,000242
YTD fiduciary net loss (Dec. only)$5,000122
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,814,000186
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,095,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000219
YTD Gross Income employee benefit defined benefit$1,000182
YTD Gross Income from other retirement accounts$370,000214
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,642,000146
Foundation and endowment and agency accounts income$334,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000263
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,529,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$732,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000237
YTD Gross Income employee benefit defined benefit$1,000195
YTD Gross Income from other retirement accounts$241,000223
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,084,000146
Foundation and endowment and agency accounts income$215,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000287
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,316,000220
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
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$332,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000238
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$121,000218
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$505,000150
Foundation and endowment and agency accounts income$108,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000299
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,086,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,550,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$58,000258
YTD Gross Income employee benefit defined benefit$2,000222
YTD Gross Income from other retirement accounts$444,000222
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,877,000166
Foundation and endowment and agency accounts income$474,000106
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$34,000319
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$4,439,000225
YTD fiduciary expense (Dec. only)$2,762,000239
YTD fiduciary net loss (Dec. only)$12,000129
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,665,000195
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,201,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000243
YTD Gross Income employee benefit defined benefit$2,000203
YTD Gross Income from other retirement accounts$333,000224
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,378,000166
Foundation and endowment and agency accounts income$370,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000285
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,357,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$780,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000242
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$214,000234
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$913,000166
Foundation and endowment and agency accounts income$264,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000281
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,222,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$388,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000249
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$109,000233
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$458,000165
Foundation and endowment and agency accounts income$132,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000276
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,112,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,521,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000273
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$374,000239
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,667,000172
Foundation and endowment and agency accounts income$450,00099
YTD Gross income other trust and agency accounts$2,000140
YTD Gross income custody and safekeeping agency accounts$42,000307
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,115,000228
YTD fiduciary expense (Dec. only)$3,018,000230
YTD fiduciary net loss (Dec. only)$4,000147
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,093,000234
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,163,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000242
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$273,000236
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,191,000176
Foundation and endowment and agency accounts income$331,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000266
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,034,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$784,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000244
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$179,000237
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$759,000176
Foundation and endowment and agency accounts income$212,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000268
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,983,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$381,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000243
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$87,000241
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$373,000175
Foundation and endowment and agency accounts income$101,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000279
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$966,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,464,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000270
YTD Gross Income employee benefit defined benefit$1,000245
YTD Gross Income from other retirement accounts$310,000250
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,354,000180
Foundation and endowment and agency accounts income$345,000112
YTD Gross income other trust and agency accounts$4,000137
YTD Gross income custody and safekeeping agency accounts$50,000298
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$3,590,000242
YTD fiduciary expense (Dec. only)$2,569,000241
YTD fiduciary net loss (Dec. only)$3,000147
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,018,000225
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,051,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000239
YTD Gross Income employee benefit defined benefit$1,000210
YTD Gross Income from other retirement accounts$229,000240
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$999,000183
Foundation and endowment and agency accounts income$256,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000260
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$2,623,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$719,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000247
YTD Gross Income employee benefit defined benefit$1,000208
YTD Gross Income from other retirement accounts$149,000247
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$650,000185
Foundation and endowment and agency accounts income$164,000114
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000266
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,732,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$373,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000241
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$72,000251
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$310,000188
Foundation and endowment and agency accounts income$82,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000258
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$863,000242
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,269,000228
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000272
YTD Gross Income employee benefit defined benefit$1,000249
YTD Gross Income from other retirement accounts$287,000267
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,320,000185
Foundation and endowment and agency accounts income$336,000114
YTD Gross income other trust and agency accounts$20,000105
YTD Gross income custody and safekeeping agency accounts$41,000325
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$3,343,000254
YTD fiduciary expense (Dec. only)$2,491,000248
YTD fiduciary net loss (Dec. only)$6,000131
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$846,000264
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$948,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000240
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$219,000250
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$979,000186
Foundation and endowment and agency accounts income$252,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000287
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,502,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$621,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000255
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$143,000253
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$657,000184
Foundation and endowment and agency accounts income$165,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000295
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,635,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$306,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000252
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$73,000255
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$318,000192
Foundation and endowment and agency accounts income$77,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000308
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$793,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,370,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000281
YTD Gross Income employee benefit defined benefit$1,000252
YTD Gross Income from other retirement accounts$257,000279
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,125,000200
Foundation and endowment and agency accounts income$262,000130
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$30,000354
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$3,116,000268
YTD fiduciary expense (Dec. only)$2,345,000248
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$758,000280
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,053,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$57,000243
YTD Gross Income employee benefit defined benefit$1,000216
YTD Gross Income from other retirement accounts$184,000262
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$805,000206
Foundation and endowment and agency accounts income$189,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000305
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$2,310,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$654,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000251
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$115,000265
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$502,000209
Foundation and endowment and agency accounts income$121,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000307
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,433,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$332,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000255
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$58,000269
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$239,000215
Foundation and endowment and agency accounts income$58,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000296
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$708,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,470,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000282
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$306,000239
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,073,000193
Foundation and endowment and agency accounts income$167,000155
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$34,000335
YTD Gross income other trust accounts$10,000237
Gross Fiduciary activities income$3,121,000250
YTD fiduciary expense (Dec. only)$2,092,000254
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,029,000212
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$1,138,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000246
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$248,000215
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$833,000185
Foundation and endowment and agency accounts income$112,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000270
YTD Gross income other trust accounts$10,000181
Gross Fiduciary activities income$2,418,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$660,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000260
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$149,000228
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$542,000184
Foundation and endowment and agency accounts income$53,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000283
YTD Gross income other trust accounts$7,000178
Gross Fiduciary activities income$1,450,000266
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$316,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$82,000217
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$257,000190
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000281
YTD Gross income other trust accounts$7,000145
Gross Fiduciary activities income$671,000275
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,319,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000419
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$278,000233
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,061,000184
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$27,000360
YTD Gross income other trust accounts$4,000261
Gross Fiduciary activities income$2,690,000259
YTD fiduciary expense (Dec. only)$2,010,000247
YTD fiduciary net loss (Dec. only)$1,000174
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$679,000247
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$979,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$212,000218
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$800,000183
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000280
YTD Gross income other trust accounts$5,000183
Gross Fiduciary activities income$2,018,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$669,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0312
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$141,000217
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$547,000179
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000285
YTD Gross income other trust accounts$4,000180
Gross Fiduciary activities income$1,376,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$317,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$72,000210
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$254,000184
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000288
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$649,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,280,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000414
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$274,000224
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$992,000181
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$32,000330
YTD Gross income other trust accounts$27,000203
Gross Fiduciary activities income$2,609,000224
YTD fiduciary expense (Dec. only)$1,999,000251
YTD fiduciary net loss (Dec. only)$4,000156
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$606,000247
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$973,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000306
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$217,000207
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$750,000181
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000272
YTD Gross income other trust accounts$27,000157
Gross Fiduciary activities income$1,995,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$654,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000309
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$147,000204
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$504,000184
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000266
YTD Gross income other trust accounts$26,000147
Gross Fiduciary activities income$1,352,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$338,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000307
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$79,000201
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$243,000186
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000265
YTD Gross income other trust accounts$1,000195
Gross Fiduciary activities income$674,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,301,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000386
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$238,000235
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$903,000186
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$56,000296
YTD Gross income other trust accounts$9,000268
Gross Fiduciary activities income$2,522,000224
YTD fiduciary expense (Dec. only)$2,061,000236
YTD fiduciary net loss (Dec. only)$18,00094
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$443,000291
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$970,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000290
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$185,000210
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$652,000188
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000252
YTD Gross income other trust accounts$8,000194
Gross Fiduciary activities income$1,872,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$633,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000298
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$128,000209
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$440,000189
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000240
YTD Gross income other trust accounts$6,000188
Gross Fiduciary activities income$1,251,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$305,000199
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000296
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$71,000197
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$215,000193
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000188
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$625,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,283,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000267
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$228,000218
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$776,000198
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$44,000316
YTD Gross income other trust accounts$2,000298
Gross Fiduciary activities income$2,412,000220
YTD fiduciary expense (Dec. only)$2,264,000220
YTD fiduciary net loss (Dec. only)$-22,0008,009
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$170,000389
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$941,000193
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000223
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$173,000210
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000255
YTD Gross income other trust accounts$2,000209
Gross Fiduciary activities income$1,799,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$616,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$69,000208
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$112,000207
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000256
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,200,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$303,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000208
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$68,000187
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000253
YTD Gross income other trust accounts$1,000198
Gross Fiduciary activities income$611,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,629,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,042,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,391,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$690,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,747,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,078,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,388,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$706,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,861,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,190,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,505,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$757,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,615,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,974,000220
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
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,323,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$672,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,306,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,773,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,206,000234
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
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$633,000230
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,151,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,613,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,078,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$544,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,182,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,118,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,182,000277
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
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA