Home > Tompkins Community Bank > Gross Fiduciary and Related Services Income

Tompkins Community Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,420,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000205
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$3,293,00068
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$6,237,000142
Foundation and endowment and agency accounts income$228,000192
YTD Gross income other trust and agency accounts$18,00075
YTD Gross income custody and safekeeping agency accounts$531,000107
YTD Gross income other trust accounts$439,00074
Gross Fiduciary activities income$14,270,000146
YTD fiduciary expense (Dec. only)$8,208,000150
YTD fiduciary net loss (Dec. only)$31,000133
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$6,031,000117
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,599,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000180
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$2,326,00069
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$4,559,000145
Foundation and endowment and agency accounts income$174,000172
YTD Gross income other trust and agency accounts$14,00064
YTD Gross income custody and safekeeping agency accounts$344,000109
YTD Gross income other trust accounts$402,00070
Gross Fiduciary activities income$10,494,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,798,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000203
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$1,500,00070
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$3,004,000144
Foundation and endowment and agency accounts income$121,000179
YTD Gross income other trust and agency accounts$14,00057
YTD Gross income custody and safekeeping agency accounts$226,000109
YTD Gross income other trust accounts$359,00067
Gross Fiduciary activities income$7,072,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$790,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000182
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$767,00074
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,489,000103
Foundation and endowment and agency accounts income$50,000181
YTD Gross income other trust and agency accounts$12,00043
YTD Gross income custody and safekeeping agency accounts$123,000110
YTD Gross income other trust accounts$177,00064
Gross Fiduciary activities income$3,435,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,022,000169
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000224
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$2,896,00077
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$5,672,000104
Foundation and endowment and agency accounts income$232,000191
YTD Gross income other trust and agency accounts$143,00037
YTD Gross income custody and safekeeping agency accounts$430,000115
YTD Gross income other trust accounts$522,00079
Gross Fiduciary activities income$13,016,000151
YTD fiduciary expense (Dec. only)$6,711,000170
YTD fiduciary net loss (Dec. only)$10,000149
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$6,295,000124
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$2,264,000170
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000205
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$2,169,00078
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$4,249,000107
Foundation and endowment and agency accounts income$182,000176
YTD Gross income other trust and agency accounts$139,00034
YTD Gross income custody and safekeeping agency accounts$294,000115
YTD Gross income other trust accounts$461,00068
Gross Fiduciary activities income$9,834,000152
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,626,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000207
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,503,00073
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$2,987,00093
Foundation and endowment and agency accounts income$129,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$225,00094
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,625,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$877,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000185
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$783,00075
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,547,00089
Foundation and endowment and agency accounts income$76,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,00095
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$3,503,000121
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
2021-12-31Rank
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$4,022,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$348,000146
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$2,815,00077
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$6,015,00089
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$568,00088
YTD Gross income other trust accounts$151,00099
Gross Fiduciary activities income$13,919,000120
YTD fiduciary expense (Dec. only)$4,032,000199
YTD fiduciary net loss (Dec. only)$5,000139
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$9,882,00080
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$2,993,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$250,000138
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$2,045,00076
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$4,423,00088
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$401,00088
YTD Gross income other trust accounts$146,00090
Gross Fiduciary activities income$10,258,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,019,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$161,000149
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,303,00080
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,839,00089
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$261,00090
YTD Gross income other trust accounts$140,00086
Gross Fiduciary activities income$6,723,000122
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 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$1,003,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000139
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$633,00083
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,395,00089
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,00089
YTD Gross income other trust accounts$135,00059
Gross Fiduciary activities income$3,378,000122
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 incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,267,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$284,000154
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,244,00082
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$5,185,00093
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$538,00087
YTD Gross income other trust accounts$174,000102
Gross Fiduciary activities income$12,692,000123
YTD fiduciary expense (Dec. only)$5,865,000150
YTD fiduciary net loss (Dec. only)$26,000100
YTD fiduciary intracompany income (Dec. only)$135,00097
YTD net fiduciary income (Dec. only)$6,936,00085
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,711,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$204,000142
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,601,00085
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$3,763,00092
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$381,00090
YTD Gross income other trust accounts$171,00088
Gross Fiduciary activities income$8,831,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,754,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$130,000156
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$1,012,00087
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,437,00093
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$257,00091
YTD Gross income other trust accounts$159,00085
Gross Fiduciary activities income$5,749,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$908,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000144
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$486,00094
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,200,00095
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$140,00090
YTD Gross income other trust accounts$148,00060
Gross Fiduciary activities income$2,948,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,670,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$257,000160
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$1,897,00088
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$4,694,00093
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$597,00085
YTD Gross income other trust accounts$369,00078
Gross Fiduciary activities income$11,484,000129
YTD fiduciary expense (Dec. only)$5,121,000165
YTD fiduciary net loss (Dec. only)$2,000138
YTD fiduciary intracompany income (Dec. only)$85,000105
YTD net fiduciary income (Dec. only)$6,446,00087
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,690,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$191,000156
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$1,364,00091
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$3,414,00095
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$413,00089
YTD Gross income other trust accounts$356,00072
Gross Fiduciary activities income$8,428,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,710,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$126,000163
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$876,00093
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$2,212,00095
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$268,00091
YTD Gross income other trust accounts$312,00060
Gross Fiduciary activities income$5,504,000131
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 incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$911,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000157
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$434,00092
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,094,00097
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,00085
YTD Gross income other trust accounts$208,00051
Gross Fiduciary activities income$2,853,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,914,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$248,000174
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$1,633,00092
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$4,129,000103
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$604,00084
YTD Gross income other trust accounts$349,00076
Gross Fiduciary activities income$11,877,000128
YTD fiduciary expense (Dec. only)$5,019,000161
YTD fiduciary net loss (Dec. only)$10,000136
YTD fiduciary intracompany income (Dec. only)$94,000112
YTD net fiduciary income (Dec. only)$6,942,00085
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,953,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$185,000174
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,203,00091
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$3,072,000102
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$431,00085
YTD Gross income other trust accounts$295,00073
Gross Fiduciary activities income$8,139,000134
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 incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,329,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000184
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$746,00094
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,694,000114
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$291,00086
YTD Gross income other trust accounts$230,00069
Gross Fiduciary activities income$5,394,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,079,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000178
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$379,00093
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$972,000108
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,00083
YTD Gross income other trust accounts$173,00054
Gross Fiduciary activities income$2,813,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,728,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,000174
YTD Gross Income employee benefit defined benefit$1,000239
YTD Gross Income from other retirement accounts$1,395,00091
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$3,538,000112
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$559,00085
YTD Gross income other trust accounts$564,00061
Gross Fiduciary activities income$10,032,000131
YTD fiduciary expense (Dec. only)$4,725,000165
YTD fiduciary net loss (Dec. only)$1,000170
YTD fiduciary intracompany income (Dec. only)$88,000119
YTD net fiduciary income (Dec. only)$5,394,00095
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,695,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000166
YTD Gross Income employee benefit defined benefit$1,000202
YTD Gross Income from other retirement accounts$1,008,00092
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,554,000112
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$404,00086
YTD Gross income other trust accounts$494,00059
Gross Fiduciary activities income$7,343,000131
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 incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,796,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$128,000162
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$654,00096
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,673,000110
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$270,00085
YTD Gross income other trust accounts$393,00055
Gross Fiduciary activities income$4,914,000131
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 incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$916,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000162
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$310,00099
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$818,000113
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$136,00084
YTD Gross income other trust accounts$190,00050
Gross Fiduciary activities income$2,434,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,646,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$260,000173
YTD Gross Income employee benefit defined benefit$3,000233
YTD Gross Income from other retirement accounts$1,296,00093
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$3,333,000103
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$549,00087
YTD Gross income other trust accounts$570,00064
Gross Fiduciary activities income$9,657,000127
YTD fiduciary expense (Dec. only)$4,245,000170
YTD fiduciary net loss (Dec. only)$3,000147
YTD fiduciary intracompany income (Dec. only)$89,000114
YTD net fiduciary income (Dec. only)$5,498,00082
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,659,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$196,000167
YTD Gross Income employee benefit defined benefit$2,000204
YTD Gross Income from other retirement accounts$952,00090
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,476,000104
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$388,00089
YTD Gross income other trust accounts$509,00058
Gross Fiduciary activities income$7,182,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,759,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000165
YTD Gross Income employee benefit defined benefit$1,000208
YTD Gross Income from other retirement accounts$615,00091
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,633,000105
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$246,00088
YTD Gross income other trust accounts$439,00054
Gross Fiduciary activities income$4,826,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$890,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000162
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$296,00093
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$807,000106
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$127,00088
YTD Gross income other trust accounts$226,00048
Gross Fiduciary activities income$2,418,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,722,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$276,000179
YTD Gross Income employee benefit defined benefit$3,000241
YTD Gross Income from other retirement accounts$1,224,00094
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$3,264,000107
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$461,00093
YTD Gross income other trust accounts$454,00073
Gross Fiduciary activities income$9,404,000128
YTD fiduciary expense (Dec. only)$4,032,000180
YTD fiduciary net loss (Dec. only)$5,000139
YTD fiduciary intracompany income (Dec. only)$134,000105
YTD net fiduciary income (Dec. only)$5,501,00078
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,742,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$203,000172
YTD Gross Income employee benefit defined benefit$3,000204
YTD Gross Income from other retirement accounts$897,00095
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,424,000105
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$344,00095
YTD Gross income other trust accounts$406,00065
Gross Fiduciary activities income$7,019,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,874,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$137,000171
YTD Gross Income employee benefit defined benefit$2,000199
YTD Gross Income from other retirement accounts$596,00095
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,613,000107
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$230,000100
YTD Gross income other trust accounts$347,00056
Gross Fiduciary activities income$4,799,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$969,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000167
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$289,00097
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$804,000111
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$120,00094
YTD Gross income other trust accounts$204,00047
Gross Fiduciary activities income$2,457,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,576,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$250,000178
YTD Gross Income employee benefit defined benefit$4,000242
YTD Gross Income from other retirement accounts$1,083,00093
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$3,020,000103
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$453,00098
YTD Gross income other trust accounts$206,00093
Gross Fiduciary activities income$8,592,000136
YTD fiduciary expense (Dec. only)$4,147,000173
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$60,000127
YTD net fiduciary income (Dec. only)$4,492,00093
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,051,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000194
YTD Gross Income employee benefit defined benefit$5,000204
YTD Gross Income from other retirement accounts$774,00094
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,765,000125
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$368,00095
YTD Gross income other trust accounts$186,00090
Gross Fiduciary activities income$6,296,000134
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 incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,841,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$122,000176
YTD Gross Income employee benefit defined benefit$3,000203
YTD Gross Income from other retirement accounts$492,00096
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,432,000110
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$223,000100
YTD Gross income other trust accounts$163,00075
Gross Fiduciary activities income$4,276,000134
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 incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$927,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000174
YTD Gross Income employee benefit defined benefit$1,000205
YTD Gross Income from other retirement accounts$239,000100
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$695,000113
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,00099
YTD Gross income other trust accounts$151,00059
Gross Fiduciary activities income$2,188,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,576,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$228,000183
YTD Gross Income employee benefit defined benefit$5,000240
YTD Gross Income from other retirement accounts$944,00097
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$2,616,000109
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$477,00096
YTD Gross income other trust accounts$223,00090
Gross Fiduciary activities income$8,069,000136
YTD fiduciary expense (Dec. only)$5,130,000149
YTD fiduciary net loss (Dec. only)$3,000156
YTD fiduciary intracompany income (Dec. only)$90,000108
YTD net fiduciary income (Dec. only)$3,026,000106
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,931,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$132,000192
YTD Gross Income employee benefit defined benefit$5,000198
YTD Gross Income from other retirement accounts$685,00096
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,612,000122
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$378,00090
YTD Gross income other trust accounts$204,00083
Gross Fiduciary activities income$5,947,000136
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 incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,738,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000182
YTD Gross Income employee benefit defined benefit$2,000203
YTD Gross Income from other retirement accounts$447,00097
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$1,262,000108
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$217,00095
YTD Gross income other trust accounts$184,00076
Gross Fiduciary activities income$3,959,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$877,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000185
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$219,000101
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$613,000114
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,00097
YTD Gross income other trust accounts$157,00053
Gross Fiduciary activities income$2,024,000134
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 incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,664,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000234
YTD Gross Income employee benefit defined benefit$1,000258
YTD Gross Income from other retirement accounts$415,000176
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,210,000171
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$285,000117
YTD Gross income other trust accounts$3,872,00024
Gross Fiduciary activities income$7,557,000133
YTD fiduciary expense (Dec. only)$4,027,000163
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$96,000102
YTD net fiduciary income (Dec. only)$3,626,00088
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,338,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000186
YTD Gross Income employee benefit defined benefit$1,000210
YTD Gross Income from other retirement accounts$598,000100
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,761,000108
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$359,00091
YTD Gross income other trust accounts$261,00072
Gross Fiduciary activities income$5,484,000134
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 incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,485,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$113,000189
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$385,000103
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,144,000109
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$248,00088
YTD Gross income other trust accounts$219,00071
Gross Fiduciary activities income$3,594,000138
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
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$703,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$59,000179
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$180,000108
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$538,000113
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$123,00087
YTD Gross income other trust accounts$176,00043
Gross Fiduciary activities income$1,779,000137
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 incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,712,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$153,000216
YTD Gross Income employee benefit defined benefit$2,000253
YTD Gross Income from other retirement accounts$503,000141
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,308,000154
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$342,000106
YTD Gross income other trust accounts$2,879,00027
Gross Fiduciary activities income$6,899,000121
YTD fiduciary expense (Dec. only)$3,879,000160
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$99,000107
YTD net fiduciary income (Dec. only)$3,119,00091
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,449,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000219
YTD Gross Income employee benefit defined benefit$3,000213
YTD Gross Income from other retirement accounts$404,000137
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$958,000155
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$277,000108
YTD Gross income other trust accounts$2,001,00029
Gross Fiduciary activities income$5,170,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$912,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000193
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$273,000137
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$741,000133
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$186,000108
YTD Gross income other trust accounts$1,332,00030
Gross Fiduciary activities income$3,531,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$512,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000194
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$143,000134
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$390,000126
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$101,000102
YTD Gross income other trust accounts$585,00032
Gross Fiduciary activities income$1,778,000122
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 incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,462,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$211,000197
YTD Gross Income employee benefit defined benefit$4,000258
YTD Gross Income from other retirement accounts$743,00096
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$2,113,000106
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$490,00099
YTD Gross income other trust accounts$272,00090
Gross Fiduciary activities income$6,295,000126
YTD fiduciary expense (Dec. only)$4,323,000155
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$95,000107
YTD net fiduciary income (Dec. only)$2,067,000116
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,871,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$150,000184
YTD Gross Income employee benefit defined benefit$4,000214
YTD Gross Income from other retirement accounts$546,00097
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$1,567,000104
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$379,00096
YTD Gross income other trust accounts$231,00083
Gross Fiduciary activities income$4,748,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,287,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000184
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$352,000104
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,014,000110
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$249,00094
YTD Gross income other trust accounts$182,00075
Gross Fiduciary activities income$3,188,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$674,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000187
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$170,000105
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$494,000108
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$120,00097
YTD Gross income other trust accounts$146,00057
Gross Fiduciary activities income$1,653,000122
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 incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,503,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$191,000194
YTD Gross Income employee benefit defined benefit$3,000261
YTD Gross Income from other retirement accounts$638,00099
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,931,000106
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$430,000108
YTD Gross income other trust accounts$398,00084
Gross Fiduciary activities income$6,094,000125
YTD fiduciary expense (Dec. only)$3,147,000183
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$81,000105
YTD net fiduciary income (Dec. only)$3,028,00087
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,851,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000187
YTD Gross Income employee benefit defined benefit$3,000204
YTD Gross Income from other retirement accounts$465,00096
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$323,000108
YTD Gross income other trust accounts$350,00084
Gross Fiduciary activities income$4,552,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,205,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000193
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$303,00096
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$215,000112
YTD Gross income other trust accounts$289,00079
Gross Fiduciary activities income$3,052,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$590,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000196
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$140,000108
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$69,000132
YTD Gross income other trust accounts$171,00062
Gross Fiduciary activities income$1,480,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,181,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,634,000139
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,150,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,665,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,414,000134
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 incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,741,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,034,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,515,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,825,000138
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
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$4,308,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,907,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
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$1,474,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,278,000153
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
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,904,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,667,000151
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
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,358,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,225,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,950,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,672,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,331,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,337,000165
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
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,145,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,051,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$993,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,156,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,777,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,677,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,131,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,811,000226
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
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,158,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,660,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,290,000354
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,205,000350
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,104,000368
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,775,000412
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA