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TrustCo 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$2,698,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000314
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$909,000169
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$2,232,000221
Foundation and endowment and agency accounts income$389,000147
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$196,000178
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,425,000234
YTD fiduciary expense (Dec. only)$5,996,000192
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$429,000379
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$2,045,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000257
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$684,000162
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,655,000216
Foundation and endowment and agency accounts income$289,000141
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$140,000177
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$4,814,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,382,000171
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000302
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$450,000166
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,075,000217
Foundation and endowment and agency accounts income$189,000145
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$89,000181
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,186,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$797,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0262
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$239,000164
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$591,000163
Foundation and endowment and agency accounts income$100,000142
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$47,000173
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,774,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,328,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000322
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$947,000173
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$2,189,000178
Foundation and endowment and agency accounts income$389,000155
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$178,000183
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$7,037,000229
YTD fiduciary expense (Dec. only)$5,811,000191
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,226,000292
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$2,466,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000273
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$715,000172
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,653,000178
Foundation and endowment and agency accounts income$291,000150
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$135,000174
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,265,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,817,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000306
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$516,000157
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,186,000156
Foundation and endowment and agency accounts income$209,000137
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$98,000150
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,829,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$838,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000255
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$251,000161
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$590,000155
Foundation and endowment and agency accounts income$104,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000150
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,833,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,333,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000300
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$983,000170
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$2,406,000153
Foundation and endowment and agency accounts income$430,000138
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$197,000149
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$7,358,000194
YTD fiduciary expense (Dec. only)$6,471,000145
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$887,000300
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$2,594,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000257
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$724,000164
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,799,000151
Foundation and endowment and agency accounts income$320,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,000141
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,592,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,894,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000292
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$494,000163
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,319,000141
Foundation and endowment and agency accounts income$220,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000145
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,034,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,022,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000255
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$237,000165
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$619,000147
Foundation and endowment and agency accounts income$106,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000146
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,034,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,838,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000305
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$849,000164
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$2,029,000157
Foundation and endowment and agency accounts income$377,000134
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$177,000161
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$6,279,000199
YTD fiduciary expense (Dec. only)$5,586,000157
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$693,000302
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$2,175,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000259
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$630,000159
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$1,526,000154
Foundation and endowment and agency accounts income$280,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$134,000154
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,752,000191
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
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$1,329,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000290
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$409,000162
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$977,000159
Foundation and endowment and agency accounts income$160,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000159
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,968,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$752,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000258
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$209,000157
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$513,000153
Foundation and endowment and agency accounts income$79,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000156
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,600,000191
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
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$3,096,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000298
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$788,000163
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$2,071,000153
Foundation and endowment and agency accounts income$248,000152
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$175,000156
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$6,387,000187
YTD fiduciary expense (Dec. only)$5,588,000155
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$799,000273
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$2,465,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000266
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$579,000160
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$1,550,000152
Foundation and endowment and agency accounts income$202,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,000156
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,932,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,783,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000289
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$379,000164
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,033,000153
Foundation and endowment and agency accounts income$132,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000160
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,416,000176
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
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$874,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000292
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$192,000163
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$553,000144
Foundation and endowment and agency accounts income$69,000143
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000160
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,733,000174
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
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,021,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000334
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$766,000160
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$2,048,000153
Foundation and endowment and agency accounts income$295,000140
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$108,000205
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$6,247,000191
YTD fiduciary expense (Dec. only)$4,454,000175
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,793,000189
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$2,436,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000302
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$586,000160
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,557,000154
Foundation and endowment and agency accounts income$230,000135
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000208
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,890,000185
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
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,756,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000300
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$389,000161
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,039,000150
Foundation and endowment and agency accounts income$150,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000235
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,376,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$972,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000304
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$195,000161
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$535,000148
Foundation and endowment and agency accounts income$75,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0347
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,779,000176
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
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$3,611,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000359
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$675,000164
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$1,878,000157
Foundation and endowment and agency accounts income$271,000140
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$139,000178
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$6,584,000177
YTD fiduciary expense (Dec. only)$5,680,000144
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$904,000263
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$2,950,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000299
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$484,000164
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,384,000157
Foundation and endowment and agency accounts income$197,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000171
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,127,000174
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
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$1,656,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000294
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$354,000155
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,039,000143
Foundation and endowment and agency accounts income$148,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000154
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,283,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,011,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000293
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$180,000151
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$543,000141
Foundation and endowment and agency accounts income$76,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000145
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,857,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
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$2,885,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000293
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$655,000158
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$1,818,000152
Foundation and endowment and agency accounts income$290,000126
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$195,000155
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$5,885,000178
YTD fiduciary expense (Dec. only)$5,283,000151
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$602,000298
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$2,223,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000244
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$484,000154
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,355,000152
Foundation and endowment and agency accounts income$218,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,000148
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$4,462,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,598,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000244
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$324,000155
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$925,000148
Foundation and endowment and agency accounts income$145,000125
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000150
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,115,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$856,000114
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000219
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$155,000162
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$452,000149
Foundation and endowment and agency accounts income$70,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000151
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,603,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,121,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000332
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$611,000161
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,677,000157
Foundation and endowment and agency accounts income$269,000130
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$222,000153
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$5,930,000180
YTD fiduciary expense (Dec. only)$4,796,000162
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,134,000225
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$2,370,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000269
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$455,000159
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,253,000157
Foundation and endowment and agency accounts income$199,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000159
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,442,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,691,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000257
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$310,000158
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$848,000159
Foundation and endowment and agency accounts income$132,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000165
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,091,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$897,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000300
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$159,000156
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$465,000154
Foundation and endowment and agency accounts income$66,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000178
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,625,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,954,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000340
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$629,000155
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,752,000147
Foundation and endowment and agency accounts income$238,000138
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$140,000185
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$5,743,000181
YTD fiduciary expense (Dec. only)$4,717,000161
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,026,000232
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,265,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000275
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$464,000152
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,295,000148
Foundation and endowment and agency accounts income$180,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000176
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$4,335,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,518,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000299
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$309,000152
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$873,000152
Foundation and endowment and agency accounts income$125,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000175
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,900,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$806,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000302
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$155,000148
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$447,000146
Foundation and endowment and agency accounts income$63,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000181
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,507,000170
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
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,693,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000335
YTD Gross Income employee benefit defined benefit$32,000176
YTD Gross Income from other retirement accounts$563,000151
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,610,000146
Foundation and endowment and agency accounts income$203,000140
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$143,000181
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$5,271,000176
YTD fiduciary expense (Dec. only)$1,805,000281
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$3,466,00097
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$2,082,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000253
YTD Gross Income employee benefit defined benefit$16,000175
YTD Gross Income from other retirement accounts$412,000148
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,195,000143
Foundation and endowment and agency accounts income$153,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$107,000169
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,006,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,399,000115
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000240
YTD Gross Income employee benefit defined benefit$8,000181
YTD Gross Income from other retirement accounts$274,000147
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$808,000143
Foundation and endowment and agency accounts income$107,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000169
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,708,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$769,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000243
YTD Gross Income employee benefit defined benefit$4,000183
YTD Gross Income from other retirement accounts$133,000149
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$401,000147
Foundation and endowment and agency accounts income$59,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000169
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,421,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,116,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000376
YTD Gross Income employee benefit defined benefit$122,000108
YTD Gross Income from other retirement accounts$572,000140
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,665,000140
Foundation and endowment and agency accounts income$128,000168
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$145,000181
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$5,761,000158
YTD fiduciary expense (Dec. only)$1,785,000265
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$3,976,00085
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$2,145,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000263
YTD Gross Income employee benefit defined benefit$71,000116
YTD Gross Income from other retirement accounts$382,000145
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,130,000144
Foundation and endowment and agency accounts income$97,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$95,000175
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,946,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,579,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000258
YTD Gross Income employee benefit defined benefit$47,000117
YTD Gross Income from other retirement accounts$254,000149
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$762,000142
Foundation and endowment and agency accounts income$74,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000174
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,801,000157
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
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$775,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000271
YTD Gross Income employee benefit defined benefit$23,000122
YTD Gross Income from other retirement accounts$125,000150
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$380,000144
Foundation and endowment and agency accounts income$54,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000174
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,394,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,876,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000308
YTD Gross Income employee benefit defined benefit$90,000121
YTD Gross Income from other retirement accounts$477,000145
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,391,000140
Foundation and endowment and agency accounts income$88,000192
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$123,000188
YTD Gross income other trust accounts$0299
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,795,000266
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$3,293,00087
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$2,311,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$37,000254
YTD Gross Income employee benefit defined benefit$68,000120
YTD Gross Income from other retirement accounts$364,000144
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$1,055,000137
Foundation and endowment and agency accounts income$73,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000175
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,337,00011
YTD fiduciary net loss (Dec. only)$07
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$2,665,00023
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,630,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000275
YTD Gross Income employee benefit defined benefit$45,000119
YTD Gross Income from other retirement accounts$243,000143
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$704,000140
Foundation and endowment and agency accounts income$57,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$62,000178
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$916,00012
YTD fiduciary net loss (Dec. only)$08
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$1,843,00022
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$991,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000269
YTD Gross Income employee benefit defined benefit$32,000108
YTD Gross Income from other retirement accounts$110,000157
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$358,000134
Foundation and endowment and agency accounts income$42,000133
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000182
YTD Gross income other trust accounts$0200
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$482,00013
YTD fiduciary net loss (Dec. only)$010
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$1,092,00016
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$2,915,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000302
YTD Gross Income employee benefit defined benefit$136,000110
YTD Gross Income from other retirement accounts$405,000153
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,270,000141
Foundation and endowment and agency accounts income$103,000171
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$109,000222
YTD Gross income other trust accounts$0312
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,868,000252
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$3,125,00092
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$2,232,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000251
YTD Gross Income employee benefit defined benefit$110,000101
YTD Gross Income from other retirement accounts$301,000151
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$946,000139
Foundation and endowment and agency accounts income$88,000142
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000200
YTD Gross income other trust accounts$0210
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,406,00011
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$2,392,00021
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$1,471,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000272
YTD Gross Income employee benefit defined benefit$79,000101
YTD Gross Income from other retirement accounts$202,000150
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$642,000140
Foundation and endowment and agency accounts income$69,000134
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$55,000200
YTD Gross income other trust accounts$0209
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$985,00011
YTD fiduciary net loss (Dec. only)$08
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$1,552,00024
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$827,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000268
YTD Gross Income employee benefit defined benefit$17,000131
YTD Gross Income from other retirement accounts$109,000147
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$325,000139
Foundation and endowment and agency accounts income$46,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$28,000203
YTD Gross income other trust accounts$0202
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$512,00012
YTD fiduciary net loss (Dec. only)$03
YTD fiduciary intracompany income (Dec. only)$02
YTD net fiduciary income (Dec. only)$849,00023
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$2,172,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000227
YTD Gross Income employee benefit defined benefit$107,000115
YTD Gross Income from other retirement accounts$349,000161
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,102,000156
Foundation and endowment and agency accounts income$58,000185
YTD Gross income other trust and agency accounts$670,00023
YTD Gross income custody and safekeeping agency accounts$11,000418
YTD Gross income other trust accounts$516,00072
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,755,000252
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$3,370,00078
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$1,663,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000207
YTD Gross Income employee benefit defined benefit$77,000114
YTD Gross Income from other retirement accounts$252,000166
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$9,000303
YTD Gross income other trust accounts$365,00081
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$1,383,00012
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$2,344,00024
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$1,108,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$65,000214
YTD Gross Income employee benefit defined benefit$50,000111
YTD Gross Income from other retirement accounts$162,000166
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$8,000307
YTD Gross income other trust accounts$346,00069
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$950,00012
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$04
YTD net fiduciary income (Dec. only)$1,654,00021
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$588,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000213
YTD Gross Income employee benefit defined benefit$26,000109
YTD Gross Income from other retirement accounts$80,000171
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$7,000284
YTD Gross income other trust accounts$304,00046
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)$511,00014
YTD fiduciary net loss (Dec. only)$09
YTD fiduciary intracompany income (Dec. only)$03
YTD net fiduciary income (Dec. only)$995,00020
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$311,00042
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$576,00037
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$51,000101
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$142,00077
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA