Home > The Moody National Bank > Gross Fiduciary and Related Services Income

The Moody National Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,561,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000199
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$101,000368
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,334,000210
Foundation and endowment and agency accounts income$2,508,00051
YTD Gross income other trust and agency accounts$56,00046
YTD Gross income custody and safekeeping agency accounts$877,00083
YTD Gross income other trust accounts$34,000151
Gross Fiduciary activities income$11,584,000157
YTD fiduciary expense (Dec. only)$4,618,000223
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$6,966,000108
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$4,034,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000175
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$75,000295
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,798,000203
Foundation and endowment and agency accounts income$1,839,00053
YTD Gross income other trust and agency accounts$53,00040
YTD Gross income custody and safekeeping agency accounts$497,00090
YTD Gross income other trust accounts$19,000139
Gross Fiduciary activities income$8,400,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,722,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000196
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$51,000357
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$923,000232
Foundation and endowment and agency accounts income$1,187,00050
YTD Gross income other trust and agency accounts$26,00042
YTD Gross income custody and safekeeping agency accounts$356,00088
YTD Gross income other trust accounts$14,000153
Gross Fiduciary activities income$5,335,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,327,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000181
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$27,000301
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$336,000218
Foundation and endowment and agency accounts income$549,00057
YTD Gross income other trust and agency accounts$24,00035
YTD Gross income custody and safekeeping agency accounts$218,00086
YTD Gross income other trust accounts$8,000126
Gross Fiduciary activities income$2,517,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,719,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$117,000215
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$58,000399
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,463,000225
Foundation and endowment and agency accounts income$2,232,00052
YTD Gross income other trust and agency accounts$123,00039
YTD Gross income custody and safekeeping agency accounts$1,666,00072
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$10,378,000173
YTD fiduciary expense (Dec. only)$5,394,000204
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$4,984,000133
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,291,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$89,000196
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$42,000333
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,109,000215
Foundation and endowment and agency accounts income$1,695,00056
YTD Gross income other trust and agency accounts$119,00036
YTD Gross income custody and safekeeping agency accounts$1,284,00069
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$7,629,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,177,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000204
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$28,000368
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$697,000212
Foundation and endowment and agency accounts income$1,142,00046
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$985,00058
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$5,203,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,301,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000262
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$13,000307
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$300,000215
Foundation and endowment and agency accounts income$575,00048
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$626,00054
YTD Gross income other trust accounts$11,000108
Gross Fiduciary activities income$2,938,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,851,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000310
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$52,000362
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$1,263,000221
Foundation and endowment and agency accounts income$2,390,00044
YTD Gross income other trust and agency accounts$26,00065
YTD Gross income custody and safekeeping agency accounts$2,555,00048
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$11,140,000142
YTD fiduciary expense (Dec. only)$4,906,000178
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$6,234,000106
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,568,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000263
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$39,000301
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$907,000213
Foundation and endowment and agency accounts income$1,780,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,753,00048
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$8,071,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,314,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000302
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$26,000354
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$574,000231
Foundation and endowment and agency accounts income$1,178,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,143,00049
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$5,254,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,212,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000259
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$13,000301
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$217,000247
Foundation and endowment and agency accounts income$543,00045
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$482,00055
YTD Gross income other trust accounts$76,00074
Gross Fiduciary activities income$2,557,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,681,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000316
YTD Gross Income employee benefit defined benefit$107,000113
YTD Gross Income from other retirement accounts$45,000364
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$815,000262
Foundation and endowment and agency accounts income$2,193,00044
YTD Gross income other trust and agency accounts$118,00036
YTD Gross income custody and safekeeping agency accounts$1,840,00056
YTD Gross income other trust accounts$114,000122
Gross Fiduciary activities income$9,915,000143
YTD fiduciary expense (Dec. only)$4,299,000191
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$5,616,00099
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$3,879,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000267
YTD Gross Income employee benefit defined benefit$78,000108
YTD Gross Income from other retirement accounts$33,000305
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$504,000258
Foundation and endowment and agency accounts income$1,620,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,205,00059
YTD Gross income other trust accounts$15,000147
Gross Fiduciary activities income$7,359,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,034,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$50,000114
YTD Gross Income from other retirement accounts$22,000353
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$280,000296
Foundation and endowment and agency accounts income$1,054,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$860,00059
YTD Gross income other trust accounts$15,000145
Gross Fiduciary activities income$5,334,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,641,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$26,000107
YTD Gross Income from other retirement accounts$11,000305
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$157,000256
Foundation and endowment and agency accounts income$481,00045
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$454,00061
YTD Gross income other trust accounts$11,000125
Gross Fiduciary activities income$2,797,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,945,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$103,000114
YTD Gross Income from other retirement accounts$27,000359
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$1,942,000162
Foundation and endowment and agency accounts income$2,076,00042
YTD Gross income other trust and agency accounts$31,00064
YTD Gross income custody and safekeeping agency accounts$1,961,00058
YTD Gross income other trust accounts$63,000144
Gross Fiduciary activities income$10,148,000140
YTD fiduciary expense (Dec. only)$3,874,000196
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$6,274,00089
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,877,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$76,000113
YTD Gross Income from other retirement accounts$19,000317
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,755,000141
Foundation and endowment and agency accounts income$1,548,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,356,00059
YTD Gross income other trust accounts$57,000128
Gross Fiduciary activities income$7,716,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,053,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$51,000114
YTD Gross Income from other retirement accounts$12,000352
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,343,000130
Foundation and endowment and agency accounts income$1,028,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$897,00060
YTD Gross income other trust accounts$31,000141
Gross Fiduciary activities income$5,439,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,198,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$25,000114
YTD Gross Income from other retirement accounts$5,000355
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$609,000137
Foundation and endowment and agency accounts income$515,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$438,00058
YTD Gross income other trust accounts$14,000128
Gross Fiduciary activities income$2,823,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,557,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000227
YTD Gross Income employee benefit defined benefit$25,000171
YTD Gross Income from other retirement accounts$7,000432
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$1,561,000188
Foundation and endowment and agency accounts income$2,308,00040
YTD Gross income other trust and agency accounts$7,000110
YTD Gross income custody and safekeeping agency accounts$1,817,00059
YTD Gross income other trust accounts$22,000176
Gross Fiduciary activities income$9,403,000146
YTD fiduciary expense (Dec. only)$3,269,000220
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$6,134,00093
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,990,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000207
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,001,000201
Foundation and endowment and agency accounts income$1,772,00040
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,382,00059
YTD Gross income other trust accounts$23,000154
Gross Fiduciary activities income$7,267,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,294,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000207
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$360,000267
Foundation and endowment and agency accounts income$1,211,00037
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$953,00059
YTD Gross income other trust accounts$14,000157
Gross Fiduciary activities income$4,899,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,147,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000213
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$180,000264
Foundation and endowment and agency accounts income$606,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$479,00059
YTD Gross income other trust accounts$4,000153
Gross Fiduciary activities income$2,450,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,869,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000208
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$0492
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$618,000293
Foundation and endowment and agency accounts income$2,524,00032
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$1,855,00059
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$9,010,000145
YTD fiduciary expense (Dec. only)$3,701,000199
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$5,309,00096
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,845,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000194
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$443,000280
Foundation and endowment and agency accounts income$1,922,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,375,00059
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,696,000143
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,859,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000193
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$290,000281
Foundation and endowment and agency accounts income$1,277,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$904,00060
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,404,000144
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$903,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000194
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$142,000281
Foundation and endowment and agency accounts income$636,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$452,00059
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,170,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,212,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000211
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$0502
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$497,000306
Foundation and endowment and agency accounts income$2,446,00033
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$1,829,00058
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$8,131,000147
YTD fiduciary expense (Dec. only)$2,722,000230
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$5,409,00083
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,294,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000197
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$362,000285
Foundation and endowment and agency accounts income$1,828,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,380,00059
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$5,974,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,435,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000196
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$213,000295
Foundation and endowment and agency accounts income$1,207,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$909,00058
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,837,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$550,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000197
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$48,000332
Foundation and endowment and agency accounts income$588,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$452,00058
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,674,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,810,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$141,000220
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$0517
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$213,000409
Foundation and endowment and agency accounts income$2,420,00032
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$1,912,00056
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$7,496,000154
YTD fiduciary expense (Dec. only)$2,794,000232
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$4,702,00093
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,075,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$103,000207
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$157,000330
Foundation and endowment and agency accounts income$1,795,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,454,00056
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$5,584,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,253,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000209
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$78,000340
Foundation and endowment and agency accounts income$1,229,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$966,00058
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,593,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$696,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000206
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$38,000339
Foundation and endowment and agency accounts income$620,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$500,00056
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,893,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,996,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000222
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$0512
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$170,000426
Foundation and endowment and agency accounts income$2,414,00031
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$2,074,00054
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$6,804,000160
YTD fiduciary expense (Dec. only)$4,084,000176
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,720,000127
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$1,453,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000205
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$124,000334
Foundation and endowment and agency accounts income$1,794,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,549,00054
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$5,033,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$994,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000207
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$79,000337
Foundation and endowment and agency accounts income$1,194,00032
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,034,00053
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,375,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$440,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000208
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$37,000339
Foundation and endowment and agency accounts income$591,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$513,00054
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,618,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,788,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000203
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$0504
YTD Gross Income corporate trust and agency$1,000183
Investment management and investment advisory agency accounts income$149,000422
Foundation and endowment and agency accounts income$2,191,00033
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$2,041,00053
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$6,331,000159
YTD fiduciary expense (Dec. only)$3,941,000174
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,390,000126
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$1,172,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000197
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$91,000327
Foundation and endowment and agency accounts income$1,470,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,424,00051
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,275,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$772,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000199
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$66,000323
Foundation and endowment and agency accounts income$980,00033
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$954,00052
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,850,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$372,000191
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000206
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$32,000327
Foundation and endowment and agency accounts income$496,00034
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$487,00052
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,425,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,675,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$155,000217
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$0487
YTD Gross Income corporate trust and agency$1,000190
Investment management and investment advisory agency accounts income$146,000405
Foundation and endowment and agency accounts income$1,914,00032
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$2,028,00052
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$5,919,000154
YTD fiduciary expense (Dec. only)$3,374,000175
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$2,545,000111
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,213,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000203
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$109,000309
Foundation and endowment and agency accounts income$1,374,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,460,00052
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$4,270,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$779,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000207
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$1,000123
Investment management and investment advisory agency accounts income$73,000311
Foundation and endowment and agency accounts income$861,00030
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$945,00053
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,730,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$374,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000210
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$40,000301
Foundation and endowment and agency accounts income$426,00031
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$490,00052
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,365,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,611,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000214
YTD Gross Income employee benefit defined benefit$44,000150
YTD Gross Income from other retirement accounts$0494
YTD Gross Income corporate trust and agency$1,000207
Investment management and investment advisory agency accounts income$745,000208
Foundation and endowment and agency accounts income$856,00049
YTD Gross income other trust and agency accounts$3,000143
YTD Gross income custody and safekeeping agency accounts$2,190,00052
YTD Gross income other trust accounts$1,000288
Gross Fiduciary activities income$5,612,000137
YTD fiduciary expense (Dec. only)$3,260,000174
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$2,352,000110
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,141,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000200
YTD Gross Income employee benefit defined benefit$29,000150
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$1,000148
Investment management and investment advisory agency accounts income$611,000201
Foundation and endowment and agency accounts income$423,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,632,00051
YTD Gross income other trust accounts$1,000204
Gross Fiduciary activities income$3,945,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$719,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000205
YTD Gross Income employee benefit defined benefit$29,000133
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$580,000168
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,088,00051
YTD Gross income other trust accounts$1,000204
Gross Fiduciary activities income$2,490,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
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$345,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000198
YTD Gross Income employee benefit defined benefit$29,000113
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$300,000162
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$530,00052
YTD Gross income other trust accounts$1,000195
Gross Fiduciary activities income$1,245,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,574,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000193
YTD Gross Income employee benefit defined benefit$40,000159
YTD Gross Income from other retirement accounts$0493
YTD Gross Income corporate trust and agency$1,000214
Investment management and investment advisory agency accounts income$1,205,000147
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$3,000153
YTD Gross income custody and safekeeping agency accounts$2,232,00046
YTD Gross income other trust accounts$39,000198
Gross Fiduciary activities income$5,311,000138
YTD fiduciary expense (Dec. only)$1,944,000248
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$3,367,00085
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,104,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000188
YTD Gross Income employee benefit defined benefit$30,000149
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$1,000152
Investment management and investment advisory agency accounts income$844,000157
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,651,00048
YTD Gross income other trust accounts$7,000196
Gross Fiduciary activities income$3,780,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$724,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000187
YTD Gross Income employee benefit defined benefit$10,000176
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$564,000159
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,116,00047
YTD Gross income other trust accounts$4,000194
Gross Fiduciary activities income$2,520,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$345,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000181
YTD Gross Income employee benefit defined benefit$10,000150
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$290,000154
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$556,00051
YTD Gross income other trust accounts$2,000184
Gross Fiduciary activities income$1,260,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,958,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000204
YTD Gross Income employee benefit defined benefit$47,000158
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$1,000225
Investment management and investment advisory agency accounts income$536,000231
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$4,000144
YTD Gross income custody and safekeeping agency accounts$2,130,00053
YTD Gross income other trust accounts$18,000250
Gross Fiduciary activities income$4,868,000146
YTD fiduciary expense (Dec. only)$1,952,000235
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$2,916,00089
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,550,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$120,000195
YTD Gross Income employee benefit defined benefit$38,000145
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,502,00059
YTD Gross income other trust accounts$23,000178
Gross Fiduciary activities income$3,471,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,035,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000193
YTD Gross Income employee benefit defined benefit$29,000139
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,012,00063
YTD Gross income other trust accounts$19,000176
Gross Fiduciary activities income$2,358,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$520,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000179
YTD Gross Income employee benefit defined benefit$20,000122
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$522,00063
YTD Gross income other trust accounts$15,000151
Gross Fiduciary activities income$1,245,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,000144
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,053,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,735,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,490,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,245,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,395,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,564,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,376,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,188,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
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$2,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,031,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,564,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,376,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,188,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,000188
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,879,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,564,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,376,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,188,000165
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,000164
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,563,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,330,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,220,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,110,000166
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,000162
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,486,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,249,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,166,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,083,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,176,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,039,000189
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,573,000207
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,402,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,211,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,795,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,577,000312
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,228,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,155,000356
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,047,000374
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,773,000413
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA