2023-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,559,000 | 182 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $76,000 | 221 |
YTD Gross Income employee benefit defined benefit | $0 | 242 |
YTD Gross Income from other retirement accounts | $548,000 | 241 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $3,212,000 | 185 |
Foundation and endowment and agency accounts income | $696,000 | 108 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $71,000 | 269 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $7,162,000 | 218 |
YTD fiduciary expense (Dec. only) | $4,208,000 | 234 |
YTD fiduciary net loss (Dec. only) | $0 | 213 |
YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
YTD net fiduciary income (Dec. only) | $2,954,000 | 170 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,846,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $76,000 | 180 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $382,000 | 225 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $2,415,000 | 184 |
Foundation and endowment and agency accounts income | $519,000 | 104 |
YTD Gross income other trust and agency accounts | $0 | 90 |
YTD Gross income custody and safekeeping agency accounts | $52,000 | 246 |
YTD Gross income other trust accounts | $0 | 170 |
Gross Fiduciary activities income | $5,290,000 | 219 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,263,000 | 183 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $50,000 | 203 |
YTD Gross Income employee benefit defined benefit | $0 | 231 |
YTD Gross Income from other retirement accounts | $249,000 | 247 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $1,633,000 | 180 |
Foundation and endowment and agency accounts income | $345,000 | 104 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $37,000 | 253 |
YTD Gross income other trust accounts | $0 | 195 |
Gross Fiduciary activities income | $3,577,000 | 214 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $623,000 | 189 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $26,000 | 186 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $124,000 | 235 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $830,000 | 136 |
Foundation and endowment and agency accounts income | $174,000 | 104 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $18,000 | 240 |
YTD Gross income other trust accounts | $0 | 164 |
Gross Fiduciary activities income | $1,795,000 | 221 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,598,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $95,000 | 227 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $486,000 | 265 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $2,942,000 | 149 |
Foundation and endowment and agency accounts income | $729,000 | 103 |
YTD Gross income other trust and agency accounts | $0 | 118 |
YTD Gross income custody and safekeeping agency accounts | $59,000 | 277 |
YTD Gross income other trust accounts | $7,000 | 200 |
Gross Fiduciary activities income | $6,916,000 | 235 |
YTD fiduciary expense (Dec. only) | $3,232,000 | 272 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
YTD net fiduciary income (Dec. only) | $3,684,000 | 163 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,927,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $64,000 | 210 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $367,000 | 244 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $2,158,000 | 150 |
Foundation and endowment and agency accounts income | $557,000 | 105 |
YTD Gross income other trust and agency accounts | $0 | 93 |
YTD Gross income custody and safekeeping agency accounts | $41,000 | 258 |
YTD Gross income other trust accounts | $0 | 184 |
Gross Fiduciary activities income | $5,114,000 | 235 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,333,000 | 165 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $46,000 | 219 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $246,000 | 249 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $1,448,000 | 136 |
Foundation and endowment and agency accounts income | $376,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $23,000 | 270 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $3,472,000 | 206 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $641,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $23,000 | 200 |
YTD Gross Income employee benefit defined benefit | $0 | 165 |
YTD Gross Income from other retirement accounts | $124,000 | 233 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $700,000 | 140 |
Foundation and endowment and agency accounts income | $192,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $11,000 | 246 |
YTD Gross income other trust accounts | $0 | 156 |
Gross Fiduciary activities income | $1,691,000 | 209 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,403,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $83,000 | 224 |
YTD Gross Income employee benefit defined benefit | $0 | 196 |
YTD Gross Income from other retirement accounts | $428,000 | 266 |
YTD Gross Income corporate trust and agency | $4,000 | 110 |
Investment management and investment advisory agency accounts income | $2,539,000 | 149 |
Foundation and endowment and agency accounts income | $717,000 | 93 |
YTD Gross income other trust and agency accounts | $0 | 101 |
YTD Gross income custody and safekeeping agency accounts | $46,000 | 280 |
YTD Gross income other trust accounts | $18,000 | 155 |
Gross Fiduciary activities income | $6,238,000 | 214 |
YTD fiduciary expense (Dec. only) | $2,850,000 | 244 |
YTD fiduciary net loss (Dec. only) | $0 | 181 |
YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
YTD net fiduciary income (Dec. only) | $3,388,000 | 153 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,783,000 | 175 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $61,000 | 201 |
YTD Gross Income employee benefit defined benefit | $0 | 173 |
YTD Gross Income from other retirement accounts | $307,000 | 244 |
YTD Gross Income corporate trust and agency | $4,000 | 85 |
Investment management and investment advisory agency accounts income | $1,835,000 | 148 |
Foundation and endowment and agency accounts income | $522,000 | 94 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $32,000 | 249 |
YTD Gross income other trust accounts | $4,000 | 153 |
Gross Fiduciary activities income | $4,548,000 | 214 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,192,000 | 180 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $40,000 | 223 |
YTD Gross Income employee benefit defined benefit | $0 | 192 |
YTD Gross Income from other retirement accounts | $195,000 | 270 |
YTD Gross Income corporate trust and agency | $4,000 | 89 |
Investment management and investment advisory agency accounts income | $1,194,000 | 151 |
Foundation and endowment and agency accounts income | $339,000 | 93 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $21,000 | 282 |
YTD Gross income other trust accounts | $4,000 | 171 |
Gross Fiduciary activities income | $2,989,000 | 213 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $602,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $21,000 | 205 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $95,000 | 246 |
YTD Gross Income corporate trust and agency | $4,000 | 73 |
Investment management and investment advisory agency accounts income | $573,000 | 153 |
Foundation and endowment and agency accounts income | $164,000 | 94 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $10,000 | 251 |
YTD Gross income other trust accounts | $4,000 | 133 |
Gross Fiduciary activities income | $1,473,000 | 213 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,156,000 | 172 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $78,000 | 229 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $326,000 | 274 |
YTD Gross Income corporate trust and agency | $0 | 151 |
Investment management and investment advisory agency accounts income | $2,055,000 | 155 |
Foundation and endowment and agency accounts income | $518,000 | 107 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $57,000 | 259 |
YTD Gross income other trust accounts | $3,000 | 208 |
Gross Fiduciary activities income | $5,193,000 | 218 |
YTD fiduciary expense (Dec. only) | $2,543,000 | 253 |
YTD fiduciary net loss (Dec. only) | $0 | 180 |
YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
YTD net fiduciary income (Dec. only) | $2,650,000 | 148 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,617,000 | 166 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $59,000 | 207 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $238,000 | 243 |
YTD Gross Income corporate trust and agency | $0 | 122 |
Investment management and investment advisory agency accounts income | $1,505,000 | 157 |
Foundation and endowment and agency accounts income | $366,000 | 104 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $44,000 | 234 |
YTD Gross income other trust accounts | $2,000 | 175 |
Gross Fiduciary activities income | $3,831,000 | 216 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,083,000 | 169 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $39,000 | 227 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $153,000 | 274 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $987,000 | 158 |
Foundation and endowment and agency accounts income | $223,000 | 110 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $34,000 | 239 |
YTD Gross income other trust accounts | $2,000 | 183 |
Gross Fiduciary activities income | $2,521,000 | 220 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $555,000 | 165 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $19,000 | 208 |
YTD Gross Income employee benefit defined benefit | $0 | 176 |
YTD Gross Income from other retirement accounts | $74,000 | 247 |
YTD Gross Income corporate trust and agency | $0 | 109 |
Investment management and investment advisory agency accounts income | $500,000 | 157 |
Foundation and endowment and agency accounts income | $110,000 | 109 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $21,000 | 212 |
YTD Gross income other trust accounts | $0 | 171 |
Gross Fiduciary activities income | $1,279,000 | 220 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,039,000 | 177 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $70,000 | 226 |
YTD Gross Income employee benefit defined benefit | $0 | 203 |
YTD Gross Income from other retirement accounts | $267,000 | 281 |
YTD Gross Income corporate trust and agency | $0 | 143 |
Investment management and investment advisory agency accounts income | $1,915,000 | 163 |
Foundation and endowment and agency accounts income | $425,000 | 112 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $68,000 | 244 |
YTD Gross income other trust accounts | $1,000 | 211 |
Gross Fiduciary activities income | $4,785,000 | 219 |
YTD fiduciary expense (Dec. only) | $2,528,000 | 256 |
YTD fiduciary net loss (Dec. only) | $0 | 159 |
YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
YTD net fiduciary income (Dec. only) | $2,257,000 | 164 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,468,000 | 176 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $45,000 | 216 |
YTD Gross Income employee benefit defined benefit | $0 | 184 |
YTD Gross Income from other retirement accounts | $192,000 | 257 |
YTD Gross Income corporate trust and agency | $0 | 117 |
Investment management and investment advisory agency accounts income | $1,461,000 | 159 |
Foundation and endowment and agency accounts income | $312,000 | 112 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $52,000 | 229 |
YTD Gross income other trust accounts | $0 | 196 |
Gross Fiduciary activities income | $3,530,000 | 218 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,051,000 | 171 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $33,000 | 229 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $123,000 | 285 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $871,000 | 169 |
Foundation and endowment and agency accounts income | $200,000 | 116 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $37,000 | 235 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $2,315,000 | 221 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $449,000 | 188 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $16,000 | 232 |
YTD Gross Income employee benefit defined benefit | $0 | 193 |
YTD Gross Income from other retirement accounts | $61,000 | 286 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $480,000 | 158 |
Foundation and endowment and agency accounts income | $97,000 | 116 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $21,000 | 214 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $1,124,000 | 225 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,723,000 | 196 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $48,000 | 265 |
YTD Gross Income employee benefit defined benefit | $0 | 225 |
YTD Gross Income from other retirement accounts | $222,000 | 306 |
YTD Gross Income corporate trust and agency | $0 | 175 |
Investment management and investment advisory agency accounts income | $1,696,000 | 177 |
Foundation and endowment and agency accounts income | $319,000 | 135 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $70,000 | 254 |
YTD Gross income other trust accounts | $28,000 | 174 |
Gross Fiduciary activities income | $4,106,000 | 236 |
YTD fiduciary expense (Dec. only) | $2,525,000 | 248 |
YTD fiduciary net loss (Dec. only) | $0 | 192 |
YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
YTD net fiduciary income (Dec. only) | $1,581,000 | 205 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,297,000 | 199 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $34,000 | 250 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $166,000 | 293 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $1,258,000 | 177 |
Foundation and endowment and agency accounts income | $223,000 | 138 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $54,000 | 240 |
YTD Gross income other trust accounts | $18,000 | 161 |
Gross Fiduciary activities income | $3,050,000 | 240 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $855,000 | 200 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $24,000 | 252 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $107,000 | 295 |
YTD Gross Income corporate trust and agency | $0 | 134 |
Investment management and investment advisory agency accounts income | $825,000 | 179 |
Foundation and endowment and agency accounts income | $143,000 | 140 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $40,000 | 228 |
YTD Gross income other trust accounts | $14,000 | 157 |
Gross Fiduciary activities income | $2,008,000 | 240 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $414,000 | 198 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,000 | 260 |
YTD Gross Income employee benefit defined benefit | $0 | 202 |
YTD Gross Income from other retirement accounts | $51,000 | 303 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $414,000 | 179 |
Foundation and endowment and agency accounts income | $82,000 | 130 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $18,000 | 234 |
YTD Gross income other trust accounts | $9,000 | 140 |
Gross Fiduciary activities income | $1,000,000 | 243 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,534,000 | 202 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $42,000 | 288 |
YTD Gross Income employee benefit defined benefit | $0 | 247 |
YTD Gross Income from other retirement accounts | $179,000 | 324 |
YTD Gross Income corporate trust and agency | $0 | 195 |
Investment management and investment advisory agency accounts income | $1,384,000 | 189 |
Foundation and endowment and agency accounts income | $309,000 | 130 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $74,000 | 257 |
YTD Gross income other trust accounts | $4,000 | 259 |
Gross Fiduciary activities income | $3,526,000 | 251 |
YTD fiduciary expense (Dec. only) | $2,633,000 | 247 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
YTD net fiduciary income (Dec. only) | $893,000 | 264 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,146,000 | 204 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $31,000 | 252 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $131,000 | 300 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $1,005,000 | 194 |
Foundation and endowment and agency accounts income | $230,000 | 125 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $54,000 | 233 |
YTD Gross income other trust accounts | $2,000 | 198 |
Gross Fiduciary activities income | $2,599,000 | 254 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $766,000 | 208 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $25,000 | 247 |
YTD Gross Income employee benefit defined benefit | $0 | 204 |
YTD Gross Income from other retirement accounts | $84,000 | 304 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $668,000 | 191 |
Foundation and endowment and agency accounts income | $151,000 | 128 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $37,000 | 229 |
YTD Gross income other trust accounts | $1,000 | 190 |
Gross Fiduciary activities income | $1,732,000 | 256 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $368,000 | 206 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $16,000 | 239 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $40,000 | 304 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $348,000 | 182 |
Foundation and endowment and agency accounts income | $75,000 | 126 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $19,000 | 227 |
YTD Gross income other trust accounts | $0 | 186 |
Gross Fiduciary activities income | $866,000 | 257 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,606,000 | 198 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $36,000 | 303 |
YTD Gross Income employee benefit defined benefit | $0 | 250 |
YTD Gross Income from other retirement accounts | $141,000 | 346 |
YTD Gross Income corporate trust and agency | $1,000 | 176 |
Investment management and investment advisory agency accounts income | $1,127,000 | 198 |
Foundation and endowment and agency accounts income | $321,000 | 118 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $57,000 | 278 |
YTD Gross income other trust accounts | $1,000 | 286 |
Gross Fiduciary activities income | $3,290,000 | 255 |
YTD fiduciary expense (Dec. only) | $2,578,000 | 240 |
YTD fiduciary net loss (Dec. only) | $0 | 176 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $712,000 | 278 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,202,000 | 195 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $27,000 | 262 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $102,000 | 308 |
YTD Gross Income corporate trust and agency | $1,000 | 130 |
Investment management and investment advisory agency accounts income | $831,000 | 196 |
Foundation and endowment and agency accounts income | $245,000 | 113 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $36,000 | 263 |
YTD Gross income other trust accounts | $1,000 | 205 |
Gross Fiduciary activities income | $2,445,000 | 256 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $829,000 | 190 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $18,000 | 260 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $66,000 | 314 |
YTD Gross Income corporate trust and agency | $1,000 | 124 |
Investment management and investment advisory agency accounts income | $533,000 | 205 |
Foundation and endowment and agency accounts income | $166,000 | 112 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $45,000 | 205 |
YTD Gross income other trust accounts | $1,000 | 199 |
Gross Fiduciary activities income | $1,659,000 | 258 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $424,000 | 188 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,000 | 256 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $33,000 | 309 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $257,000 | 207 |
Foundation and endowment and agency accounts income | $81,000 | 113 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $24,000 | 193 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $829,000 | 254 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,755,000 | 184 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $34,000 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 254 |
YTD Gross Income from other retirement accounts | $126,000 | 364 |
YTD Gross Income corporate trust and agency | $0 | 200 |
Investment management and investment advisory agency accounts income | $1,157,000 | 196 |
Foundation and endowment and agency accounts income | $320,000 | 118 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $88,000 | 232 |
YTD Gross income other trust accounts | $11,000 | 228 |
Gross Fiduciary activities income | $3,491,000 | 246 |
YTD fiduciary expense (Dec. only) | $2,467,000 | 251 |
YTD fiduciary net loss (Dec. only) | $2,000 | 166 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $1,022,000 | 235 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,229,000 | 191 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $25,000 | 277 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $93,000 | 311 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $896,000 | 193 |
Foundation and endowment and agency accounts income | $239,000 | 115 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $69,000 | 205 |
YTD Gross income other trust accounts | $11,000 | 173 |
Gross Fiduciary activities income | $2,562,000 | 253 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $828,000 | 195 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $17,000 | 276 |
YTD Gross Income employee benefit defined benefit | $0 | 209 |
YTD Gross Income from other retirement accounts | $63,000 | 313 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $614,000 | 195 |
Foundation and endowment and agency accounts income | $161,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $47,000 | 207 |
YTD Gross income other trust accounts | $10,000 | 167 |
Gross Fiduciary activities income | $1,740,000 | 252 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $439,000 | 187 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,000 | 272 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $33,000 | 309 |
YTD Gross Income corporate trust and agency | $0 | 131 |
Investment management and investment advisory agency accounts income | $296,000 | 199 |
Foundation and endowment and agency accounts income | $80,000 | 114 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $24,000 | 203 |
YTD Gross income other trust accounts | $10,000 | 142 |
Gross Fiduciary activities income | $891,000 | 250 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,789,000 | 179 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $29,000 | 343 |
YTD Gross Income employee benefit defined benefit | $0 | 259 |
YTD Gross Income from other retirement accounts | $117,000 | 366 |
YTD Gross Income corporate trust and agency | $0 | 208 |
Investment management and investment advisory agency accounts income | $856,000 | 237 |
Foundation and endowment and agency accounts income | $315,000 | 116 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $124,000 | 197 |
YTD Gross income other trust accounts | $24,000 | 198 |
Gross Fiduciary activities income | $3,254,000 | 257 |
YTD fiduciary expense (Dec. only) | $2,188,000 | 257 |
YTD fiduciary net loss (Dec. only) | $1,000 | 169 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $1,065,000 | 224 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,319,000 | 182 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $27,000 | 275 |
YTD Gross Income employee benefit defined benefit | $0 | 220 |
YTD Gross Income from other retirement accounts | $87,000 | 314 |
YTD Gross Income corporate trust and agency | $0 | 146 |
Investment management and investment advisory agency accounts income | $569,000 | 243 |
Foundation and endowment and agency accounts income | $350,000 | 92 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $98,000 | 185 |
YTD Gross income other trust accounts | $8,000 | 192 |
Gross Fiduciary activities income | $2,458,000 | 259 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $894,000 | 181 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $19,000 | 273 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $57,000 | 313 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $440,000 | 225 |
Foundation and endowment and agency accounts income | $156,000 | 113 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $71,000 | 171 |
YTD Gross income other trust accounts | $7,000 | 180 |
Gross Fiduciary activities income | $1,644,000 | 259 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $465,000 | 173 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,000 | 286 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $31,000 | 311 |
YTD Gross Income corporate trust and agency | $0 | 126 |
Investment management and investment advisory agency accounts income | $215,000 | 224 |
Foundation and endowment and agency accounts income | $79,000 | 108 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $35,000 | 175 |
YTD Gross income other trust accounts | $4,000 | 168 |
Gross Fiduciary activities income | $836,000 | 255 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,336,000 | 211 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $18,000 | 364 |
YTD Gross Income employee benefit defined benefit | $0 | 260 |
YTD Gross Income from other retirement accounts | $83,000 | 389 |
YTD Gross Income corporate trust and agency | $0 | 201 |
Investment management and investment advisory agency accounts income | $711,000 | 246 |
Foundation and endowment and agency accounts income | $241,000 | 123 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $65,000 | 262 |
YTD Gross income other trust accounts | $20,000 | 210 |
Gross Fiduciary activities income | $2,474,000 | 286 |
YTD fiduciary expense (Dec. only) | $1,641,000 | 302 |
YTD fiduciary net loss (Dec. only) | $2,000 | 164 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $831,000 | 240 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $952,000 | 212 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,000 | 292 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $58,000 | 315 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $522,000 | 236 |
Foundation and endowment and agency accounts income | $170,000 | 121 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $30,000 | 267 |
YTD Gross income other trust accounts | $13,000 | 177 |
Gross Fiduciary activities income | $1,757,000 | 296 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $625,000 | 211 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,000 | 294 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $38,000 | 316 |
YTD Gross Income corporate trust and agency | $0 | 136 |
Investment management and investment advisory agency accounts income | $361,000 | 229 |
Foundation and endowment and agency accounts income | $113,000 | 120 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $20,000 | 271 |
YTD Gross income other trust accounts | $7,000 | 178 |
Gross Fiduciary activities income | $1,171,000 | 294 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $317,000 | 210 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,000 | 292 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $19,000 | 316 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $196,000 | 219 |
Foundation and endowment and agency accounts income | $56,000 | 125 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,000 | 262 |
YTD Gross income other trust accounts | $5,000 | 152 |
Gross Fiduciary activities income | $608,000 | 283 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,266,000 | 214 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $14,000 | 374 |
YTD Gross Income employee benefit defined benefit | $0 | 262 |
YTD Gross Income from other retirement accounts | $71,000 | 392 |
YTD Gross Income corporate trust and agency | $0 | 213 |
Investment management and investment advisory agency accounts income | $639,000 | 245 |
Foundation and endowment and agency accounts income | $224,000 | 125 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $36,000 | 326 |
YTD Gross income other trust accounts | $196,000 | 92 |
Gross Fiduciary activities income | $2,446,000 | 273 |
YTD fiduciary expense (Dec. only) | $1,586,000 | 289 |
YTD fiduciary net loss (Dec. only) | $1,000 | 174 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $859,000 | 220 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $960,000 | 210 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,000 | 292 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $52,000 | 313 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $488,000 | 228 |
Foundation and endowment and agency accounts income | $169,000 | 119 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $27,000 | 268 |
YTD Gross income other trust accounts | $191,000 | 75 |
Gross Fiduciary activities income | $1,897,000 | 271 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $668,000 | 201 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $6,000 | 293 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $35,000 | 315 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $327,000 | 229 |
Foundation and endowment and agency accounts income | $108,000 | 124 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $20,000 | 267 |
YTD Gross income other trust accounts | $63,000 | 108 |
Gross Fiduciary activities income | $1,227,000 | 275 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $473,000 | 152 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,000 | 290 |
YTD Gross Income employee benefit defined benefit | $0 | 205 |
YTD Gross Income from other retirement accounts | $17,000 | 312 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $0 | 334 |
Foundation and endowment and agency accounts income | $53,000 | 126 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,000 | 278 |
YTD Gross income other trust accounts | $3,000 | 163 |
Gross Fiduciary activities income | $557,000 | 294 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,109,000 | 224 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $92,000 | 258 |
YTD Gross Income employee benefit defined benefit | $0 | 264 |
YTD Gross Income from other retirement accounts | $62,000 | 402 |
YTD Gross Income corporate trust and agency | $0 | 228 |
Investment management and investment advisory agency accounts income | $589,000 | 246 |
Foundation and endowment and agency accounts income | $211,000 | 123 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $34,000 | 324 |
YTD Gross income other trust accounts | $1,000 | 288 |
Gross Fiduciary activities income | $2,098,000 | 258 |
YTD fiduciary expense (Dec. only) | $1,331,000 | 323 |
YTD fiduciary net loss (Dec. only) | $1,000 | 183 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $766,000 | 223 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $853,000 | 214 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $62,000 | 233 |
YTD Gross Income employee benefit defined benefit | $0 | 227 |
YTD Gross Income from other retirement accounts | $46,000 | 316 |
YTD Gross Income corporate trust and agency | $0 | 157 |
Investment management and investment advisory agency accounts income | $488,000 | 223 |
Foundation and endowment and agency accounts income | $96,000 | 150 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $25,000 | 269 |
YTD Gross income other trust accounts | $1,000 | 204 |
Gross Fiduciary activities income | $1,571,000 | 258 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $552,000 | 217 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $56,000 | 219 |
YTD Gross Income employee benefit defined benefit | $0 | 222 |
YTD Gross Income from other retirement accounts | $30,000 | 319 |
YTD Gross Income corporate trust and agency | $0 | 154 |
Investment management and investment advisory agency accounts income | $279,000 | 243 |
Foundation and endowment and agency accounts income | $66,000 | 147 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $17,000 | 269 |
YTD Gross income other trust accounts | $2,000 | 199 |
Gross Fiduciary activities income | $1,002,000 | 267 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $266,000 | 223 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $19,000 | 246 |
YTD Gross Income employee benefit defined benefit | $0 | 221 |
YTD Gross Income from other retirement accounts | $14,000 | 325 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $119,000 | 258 |
Foundation and endowment and agency accounts income | $52,000 | 120 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,000 | 280 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $478,000 | 276 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,071,000 | 219 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $70,000 | 286 |
YTD Gross Income employee benefit defined benefit | $0 | 279 |
YTD Gross Income from other retirement accounts | $56,000 | 405 |
YTD Gross Income corporate trust and agency | $1,000 | 214 |
Investment management and investment advisory agency accounts income | $450,000 | 270 |
Foundation and endowment and agency accounts income | $201,000 | 119 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $43,000 | 320 |
YTD Gross income other trust accounts | $15,000 | 246 |
Gross Fiduciary activities income | $1,907,000 | 277 |
YTD fiduciary expense (Dec. only) | $1,173,000 | 346 |
YTD fiduciary net loss (Dec. only) | $4,000 | 150 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $730,000 | 225 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 367 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 316 |
YTD Gross Income employee benefit defined benefit | $0 | 233 |
YTD Gross Income from other retirement accounts | $0 | 346 |
YTD Gross Income corporate trust and agency | $0 | 164 |
Investment management and investment advisory agency accounts income | $0 | 335 |
Foundation and endowment and agency accounts income | $0 | 245 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
YTD Gross income other trust accounts | $0 | 210 |
Gross Fiduciary activities income | $1,408,000 | 271 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 366 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 230 |
YTD Gross Income from other retirement accounts | $0 | 344 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $0 | 335 |
Foundation and endowment and agency accounts income | $0 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $951,000 | 272 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 374 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 224 |
YTD Gross Income from other retirement accounts | $0 | 348 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $0 | 339 |
Foundation and endowment and agency accounts income | $0 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 334 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $468,000 | 276 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,194,000 | 201 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $53,000 | 304 |
YTD Gross Income employee benefit defined benefit | $0 | 277 |
YTD Gross Income from other retirement accounts | $48,000 | 422 |
YTD Gross Income corporate trust and agency | $41,000 | 114 |
Investment management and investment advisory agency accounts income | $374,000 | 289 |
Foundation and endowment and agency accounts income | $36,000 | 220 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $60,000 | 297 |
YTD Gross income other trust accounts | $32,000 | 229 |
Gross Fiduciary activities income | $1,838,000 | 264 |
YTD fiduciary expense (Dec. only) | $1,274,000 | 314 |
YTD fiduciary net loss (Dec. only) | $16,000 | 123 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $548,000 | 262 |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $0 | 338 |
YTD Gross Income corporate trust and agency | $0 | 161 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $1,378,000 | 261 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $0 | 341 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $906,000 | 268 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 368 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $0 | 341 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 331 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $460,000 | 263 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,274,000 | 246 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,706,000 | 249 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,035,000 | 271 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $500,000 | 278 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,973,000 | 276 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,453,000 | 278 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $990,000 | 275 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $448,000 | 300 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,819,000 | 282 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,391,000 | 285 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $873,000 | 303 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $437,000 | 299 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $162,000 | 74 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,798,000 | 292 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,335,000 | 287 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $839,000 | 299 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $394,000 | 311 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,794,000 | 277 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,360,000 | 281 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $891,000 | 283 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $352,000 | 318 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,455,000 | 315 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,143,000 | 314 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $762,000 | 321 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $381,000 | 321 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,467,000 | 333 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,404,000 | 357 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,307,000 | 369 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,107,000 | 448 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $894,000 | 488 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $753,000 | 542 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $632,000 | 636 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $587,000 | 694 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $568,000 | 699 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $487,000 | 774 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $495,000 | 767 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |