Home > The National Bank of Indianapolis > Gross Fiduciary and Related Services Income

The National Bank of Indianapolis, 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$6,106,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$754,000100
YTD Gross Income employee benefit defined benefit$39,000186
YTD Gross Income from other retirement accounts$213,000326
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$6,842,000140
Foundation and endowment and agency accounts income$0348
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$288,000143
YTD Gross income other trust accounts$802,00058
Gross Fiduciary activities income$15,044,000140
YTD fiduciary expense (Dec. only)$10,659,000134
YTD fiduciary net loss (Dec. only)$11,000161
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$4,374,000135
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$2,701,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$368,000103
YTD Gross Income employee benefit defined benefit$20,000187
YTD Gross Income from other retirement accounts$103,000323
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$3,362,000137
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$136,000145
YTD Gross income other trust accounts$801,00050
Gross Fiduciary activities income$7,491,000138
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
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$1,310,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000106
YTD Gross Income employee benefit defined benefit$10,000136
YTD Gross Income from other retirement accounts$49,000275
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,665,00097
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$61,000155
YTD Gross income other trust accounts$2,000146
Gross Fiduciary activities income$3,271,000151
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
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$5,925,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$712,000115
YTD Gross Income employee benefit defined benefit$41,000155
YTD Gross Income from other retirement accounts$201,000337
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$6,563,00097
Foundation and endowment and agency accounts income$0363
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$282,000144
YTD Gross income other trust accounts$733,00067
Gross Fiduciary activities income$14,457,000141
YTD fiduciary expense (Dec. only)$11,013,000134
YTD fiduciary net loss (Dec. only)$5,000170
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$3,439,000173
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$4,107,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$536,000114
YTD Gross Income employee benefit defined benefit$31,000146
YTD Gross Income from other retirement accounts$152,000292
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$4,975,00096
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$215,000132
YTD Gross income other trust accounts$731,00055
Gross Fiduciary activities income$10,747,000144
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
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$2,770,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$365,000107
YTD Gross Income employee benefit defined benefit$22,000139
YTD Gross Income from other retirement accounts$105,000319
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$3,395,00085
Foundation and endowment and agency accounts income$0326
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000122
YTD Gross income other trust accounts$729,00041
Gross Fiduciary activities income$7,530,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,387,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$180,000110
YTD Gross Income employee benefit defined benefit$11,000127
YTD Gross Income from other retirement accounts$52,000275
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,736,00083
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000119
YTD Gross income other trust accounts$1,000145
Gross Fiduciary activities income$3,442,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,870,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$792,000109
YTD Gross Income employee benefit defined benefit$46,000137
YTD Gross Income from other retirement accounts$229,000308
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$6,546,00083
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$277,000123
YTD Gross income other trust accounts$690,00055
Gross Fiduciary activities income$14,450,000118
YTD fiduciary expense (Dec. only)$9,563,000115
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$4,887,000124
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$3,986,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$590,000105
YTD Gross Income employee benefit defined benefit$35,000129
YTD Gross Income from other retirement accounts$171,000266
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$4,812,00084
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$213,000116
YTD Gross income other trust accounts$690,00049
Gross Fiduciary activities income$10,497,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,589,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$389,000109
YTD Gross Income employee benefit defined benefit$24,000135
YTD Gross Income from other retirement accounts$112,000303
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,139,00084
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000126
YTD Gross income other trust accounts$690,00044
Gross Fiduciary activities income$7,077,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,309,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000108
YTD Gross Income employee benefit defined benefit$12,000125
YTD Gross Income from other retirement accounts$56,000267
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,544,00087
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000122
YTD Gross income other trust accounts$12,000112
Gross Fiduciary activities income$3,193,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,246,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$762,000103
YTD Gross Income employee benefit defined benefit$40,000141
YTD Gross Income from other retirement accounts$219,000297
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$5,307,00091
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$283,000117
YTD Gross income other trust accounts$825,00054
Gross Fiduciary activities income$12,682,000124
YTD fiduciary expense (Dec. only)$8,638,000119
YTD fiduciary net loss (Dec. only)$19,000109
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$4,025,000120
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,481,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$571,000101
YTD Gross Income employee benefit defined benefit$28,000133
YTD Gross Income from other retirement accounts$164,000258
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$3,905,00090
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$209,000116
YTD Gross income other trust accounts$802,00052
Gross Fiduciary activities income$9,160,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,333,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$385,000103
YTD Gross Income employee benefit defined benefit$19,000139
YTD Gross Income from other retirement accounts$111,000290
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,579,00091
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,000122
YTD Gross income other trust accounts$712,00045
Gross Fiduciary activities income$6,278,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$1,120,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000100
YTD Gross Income employee benefit defined benefit$10,000131
YTD Gross Income from other retirement accounts$58,000260
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,325,00091
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000118
YTD Gross income other trust accounts$56,00085
Gross Fiduciary activities income$2,840,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$4,991,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$777,000102
YTD Gross Income employee benefit defined benefit$38,000146
YTD Gross Income from other retirement accounts$223,000288
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$4,891,00090
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$260,000121
YTD Gross income other trust accounts$770,00058
Gross Fiduciary activities income$11,950,000125
YTD fiduciary expense (Dec. only)$9,227,000118
YTD fiduciary net loss (Dec. only)$-179,0005,175
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,902,000140
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,370,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$578,000100
YTD Gross Income employee benefit defined benefit$27,000143
YTD Gross Income from other retirement accounts$166,000265
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$3,589,00091
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,000124
YTD Gross income other trust accounts$724,00055
Gross Fiduciary activities income$8,638,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,144,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$372,000105
YTD Gross Income employee benefit defined benefit$15,000149
YTD Gross Income from other retirement accounts$106,000296
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$2,346,00093
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$115,000132
YTD Gross income other trust accounts$681,00046
Gross Fiduciary activities income$5,779,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,068,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$182,000110
YTD Gross Income employee benefit defined benefit$6,000156
YTD Gross Income from other retirement accounts$52,000296
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,148,00091
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000133
YTD Gross income other trust accounts$46,00087
Gross Fiduciary activities income$2,555,000141
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 income$010
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$4,601,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$825,000108
YTD Gross Income employee benefit defined benefit$33,000162
YTD Gross Income from other retirement accounts$237,000300
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$4,610,00097
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$241,000137
YTD Gross income other trust accounts$661,00057
Gross Fiduciary activities income$11,208,000132
YTD fiduciary expense (Dec. only)$9,261,000118
YTD fiduciary net loss (Dec. only)$456,00030
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,491,000212
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,017,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$621,000107
YTD Gross Income employee benefit defined benefit$22,000153
YTD Gross Income from other retirement accounts$179,000284
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$3,429,00096
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$182,000134
YTD Gross income other trust accounts$615,00054
Gross Fiduciary activities income$8,065,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,910,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$416,000108
YTD Gross Income employee benefit defined benefit$15,000153
YTD Gross Income from other retirement accounts$121,000281
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$2,221,00098
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,000128
YTD Gross income other trust accounts$576,00046
Gross Fiduciary activities income$5,385,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$913,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$208,000109
YTD Gross Income employee benefit defined benefit$8,000149
YTD Gross Income from other retirement accounts$60,000283
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,065,00098
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000126
YTD Gross income other trust accounts$42,00094
Gross Fiduciary activities income$2,365,000147
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 income$010
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$3,789,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$864,000106
YTD Gross Income employee benefit defined benefit$34,000167
YTD Gross Income from other retirement accounts$252,000285
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$3,684,000108
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$289,000121
YTD Gross income other trust accounts$604,00059
Gross Fiduciary activities income$9,516,000137
YTD fiduciary expense (Dec. only)$8,487,000119
YTD fiduciary net loss (Dec. only)$17,000104
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,012,000248
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,729,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$654,000102
YTD Gross Income employee benefit defined benefit$27,000148
YTD Gross Income from other retirement accounts$192,000267
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,707,000108
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$212,000115
YTD Gross income other trust accounts$564,00056
Gross Fiduciary activities income$7,085,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,772,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$433,000100
YTD Gross Income employee benefit defined benefit$19,000147
YTD Gross Income from other retirement accounts$129,000262
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,774,000108
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,000114
YTD Gross income other trust accounts$526,00050
Gross Fiduciary activities income$4,798,000133
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 income$010
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$834,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000104
YTD Gross Income employee benefit defined benefit$11,000141
YTD Gross Income from other retirement accounts$63,000263
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$880,000111
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000111
YTD Gross income other trust accounts$20,000110
Gross Fiduciary activities income$2,091,000147
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 income$010
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$3,410,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$839,000101
YTD Gross Income employee benefit defined benefit$42,000161
YTD Gross Income from other retirement accounts$256,000275
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$3,316,000107
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$264,000128
YTD Gross income other trust accounts$542,00065
Gross Fiduciary activities income$8,669,000135
YTD fiduciary expense (Dec. only)$6,495,000136
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,174,000151
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,306,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$630,00099
YTD Gross Income employee benefit defined benefit$27,000148
YTD Gross Income from other retirement accounts$192,000258
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,447,000105
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,000127
YTD Gross income other trust accounts$546,00057
Gross Fiduciary activities income$6,340,000139
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 income$010
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$1,464,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$417,000100
YTD Gross Income employee benefit defined benefit$17,000150
YTD Gross Income from other retirement accounts$128,000260
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,587,000106
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000125
YTD Gross income other trust accounts$504,00050
Gross Fiduciary activities income$4,246,000138
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 income$010
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$720,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000103
YTD Gross Income employee benefit defined benefit$8,000154
YTD Gross Income from other retirement accounts$65,000261
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$780,000109
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000116
YTD Gross income other trust accounts$35,00093
Gross Fiduciary activities income$1,882,000150
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 income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,586,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$859,000102
YTD Gross Income employee benefit defined benefit$95,000133
YTD Gross Income from other retirement accounts$267,000275
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$3,051,000110
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$267,000133
YTD Gross income other trust accounts$474,00071
Gross Fiduciary activities income$8,599,000134
YTD fiduciary expense (Dec. only)$6,269,000137
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,330,000150
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,494,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$647,000103
YTD Gross Income employee benefit defined benefit$88,000116
YTD Gross Income from other retirement accounts$204,000257
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,279,000109
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,000138
YTD Gross income other trust accounts$455,00061
Gross Fiduciary activities income$6,351,000140
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 income$010
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$1,593,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$433,000100
YTD Gross Income employee benefit defined benefit$73,000107
YTD Gross Income from other retirement accounts$137,000258
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,496,000112
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000150
YTD Gross income other trust accounts$439,00052
Gross Fiduciary activities income$4,281,000141
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 income$010
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$779,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$218,000102
YTD Gross Income employee benefit defined benefit$41,000102
YTD Gross Income from other retirement accounts$68,000261
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$733,000115
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$58,000143
YTD Gross income other trust accounts$44,00089
Gross Fiduciary activities income$1,941,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,323,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$939,00096
YTD Gross Income employee benefit defined benefit$192,00097
YTD Gross Income from other retirement accounts$299,000255
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$2,555,000119
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$218,000150
YTD Gross income other trust accounts$530,00070
Gross Fiduciary activities income$8,056,000147
YTD fiduciary expense (Dec. only)$6,432,000133
YTD fiduciary net loss (Dec. only)$1,000169
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,623,000178
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,438,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$732,00091
YTD Gross Income employee benefit defined benefit$146,00096
YTD Gross Income from other retirement accounts$233,000235
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,824,000121
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000142
YTD Gross income other trust accounts$489,00062
Gross Fiduciary activities income$6,026,000141
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 income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,587,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$522,00087
YTD Gross Income employee benefit defined benefit$100,00097
YTD Gross Income from other retirement accounts$167,000229
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,114,000127
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000143
YTD Gross income other trust accounts$451,00051
Gross Fiduciary activities income$4,050,000141
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 income$010
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$692,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$262,00088
YTD Gross Income employee benefit defined benefit$51,00099
YTD Gross Income from other retirement accounts$83,000230
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$549,000128
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000140
YTD Gross income other trust accounts$37,000101
Gross Fiduciary activities income$1,730,000155
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 income$09
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$3,075,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,031,00086
YTD Gross Income employee benefit defined benefit$195,00099
YTD Gross Income from other retirement accounts$323,000227
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$2,008,000131
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$218,000144
YTD Gross income other trust accounts$507,00067
Gross Fiduciary activities income$7,357,000142
YTD fiduciary expense (Dec. only)$5,864,000137
YTD fiduciary net loss (Dec. only)$-6,0006,810
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,499,000168
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,196,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$757,00083
YTD Gross Income employee benefit defined benefit$147,00094
YTD Gross Income from other retirement accounts$238,000219
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,485,000127
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000134
YTD Gross income other trust accounts$464,00058
Gross Fiduciary activities income$5,451,000142
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 income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,338,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$492,00088
YTD Gross Income employee benefit defined benefit$93,00097
YTD Gross Income from other retirement accounts$157,000221
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$976,000129
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,000134
YTD Gross income other trust accounts$431,00052
Gross Fiduciary activities income$3,596,000144
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 income$010
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$614,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$241,00092
YTD Gross Income employee benefit defined benefit$46,00098
YTD Gross Income from other retirement accounts$76,000227
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$482,000128
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000140
YTD Gross income other trust accounts$50,00085
Gross Fiduciary activities income$1,565,000154
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 income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,569,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$928,00090
YTD Gross Income employee benefit defined benefit$196,00099
YTD Gross Income from other retirement accounts$294,000224
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,739,000133
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$201,000146
YTD Gross income other trust accounts$509,00061
Gross Fiduciary activities income$6,436,000150
YTD fiduciary expense (Dec. only)$5,518,000132
YTD fiduciary net loss (Dec. only)$4,000153
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$914,000209
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$1,749,000131
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$693,00087
YTD Gross Income employee benefit defined benefit$147,00097
YTD Gross Income from other retirement accounts$219,000214
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,286,000132
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$150,000142
YTD Gross income other trust accounts$461,00058
Gross Fiduciary activities income$4,705,000151
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 income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,092,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$459,00088
YTD Gross Income employee benefit defined benefit$99,00095
YTD Gross Income from other retirement accounts$146,000212
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$845,000132
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000143
YTD Gross income other trust accounts$406,00048
Gross Fiduciary activities income$3,151,000151
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 income$011
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$517,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$228,00088
YTD Gross Income employee benefit defined benefit$50,00093
YTD Gross Income from other retirement accounts$72,000210
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$423,000131
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000134
YTD Gross income other trust accounts$44,00085
Gross Fiduciary activities income$1,389,000160
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 income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,527,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$902,00091
YTD Gross Income employee benefit defined benefit$202,00097
YTD Gross Income from other retirement accounts$285,000220
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,608,000124
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$174,000149
YTD Gross income other trust accounts$495,00069
Gross Fiduciary activities income$6,193,000130
YTD fiduciary expense (Dec. only)$5,209,000132
YTD fiduciary net loss (Dec. only)$29,00096
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$955,000200
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,671,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$687,00090
YTD Gross Income employee benefit defined benefit$153,00097
YTD Gross Income from other retirement accounts$217,000207
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,209,000125
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000149
YTD Gross income other trust accounts$455,00060
Gross Fiduciary activities income$4,521,000133
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 income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,105,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$452,00091
YTD Gross Income employee benefit defined benefit$105,00091
YTD Gross Income from other retirement accounts$144,000208
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$809,000126
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000145
YTD Gross income other trust accounts$403,00052
Gross Fiduciary activities income$3,106,000133
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 income$010
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$554,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,00092
YTD Gross Income employee benefit defined benefit$54,00093
YTD Gross Income from other retirement accounts$71,000213
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$393,000124
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000144
YTD Gross income other trust accounts$48,00091
Gross Fiduciary activities income$1,391,000138
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 income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,042,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$810,00095
YTD Gross Income employee benefit defined benefit$230,00092
YTD Gross Income from other retirement accounts$254,000227
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,486,000129
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$145,000176
YTD Gross income other trust accounts$451,00070
Gross Fiduciary activities income$5,418,000135
YTD fiduciary expense (Dec. only)$4,916,000140
YTD fiduciary net loss (Dec. only)$25,00088
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$477,000282
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$1,404,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$594,000101
YTD Gross Income employee benefit defined benefit$171,00087
YTD Gross Income from other retirement accounts$186,000209
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,102,000123
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$111,000164
YTD Gross income other trust accounts$397,00063
Gross Fiduciary activities income$3,965,000136
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$912,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$393,00094
YTD Gross Income employee benefit defined benefit$115,00089
YTD Gross Income from other retirement accounts$124,000212
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$734,000129
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000156
YTD Gross income other trust accounts$334,00054
Gross Fiduciary activities income$2,691,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$446,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$194,000103
YTD Gross Income employee benefit defined benefit$61,00086
YTD Gross Income from other retirement accounts$61,000212
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$364,000127
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$40,000161
YTD Gross income other trust accounts$48,00099
Gross Fiduciary activities income$1,214,000146
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 income$011
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$1,791,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$683,000108
YTD Gross Income employee benefit defined benefit$235,00087
YTD Gross Income from other retirement accounts$213,000229
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,314,000138
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$143,000189
YTD Gross income other trust accounts$574,00068
Gross Fiduciary activities income$4,953,000144
YTD fiduciary expense (Dec. only)$4,530,000145
YTD fiduciary net loss (Dec. only)$9,000147
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$414,000291
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$1,281,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$490,000107
YTD Gross Income employee benefit defined benefit$172,00084
YTD Gross Income from other retirement accounts$152,000219
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$109,000172
YTD Gross income other trust accounts$513,00065
Gross Fiduciary activities income$3,673,000147
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 income$011
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$787,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$313,000108
YTD Gross Income employee benefit defined benefit$113,00085
YTD Gross Income from other retirement accounts$98,000221
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$77,000172
YTD Gross income other trust accounts$434,00060
Gross Fiduciary activities income$2,438,000146
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 income$011
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$385,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000108
YTD Gross Income employee benefit defined benefit$53,00084
YTD Gross Income from other retirement accounts$48,000221
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$39,000173
YTD Gross income other trust accounts$104,00084
Gross Fiduciary activities income$1,094,000151
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 income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,084,000149
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
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$3,848,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,632,000153
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
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$1,188,000165
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
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,582,000167
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
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$3,308,000171
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
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$2,143,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$934,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,747,000180
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
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,796,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,827,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$846,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,125,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,242,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,450,000208
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$715,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,490,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,840,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,215,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
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$579,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,987,000261
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,429,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$896,000298
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$565,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,323,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,052,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,670,000316
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,280,000406
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$920,000483
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$690,000565
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA