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WesBanco Bank, Inc., Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,708,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$955,00089
YTD Gross Income employee benefit defined benefit$172,00086
YTD Gross Income from other retirement accounts$1,530,000121
YTD Gross Income corporate trust and agency$247,00049
Investment management and investment advisory agency accounts income$11,064,000109
Foundation and endowment and agency accounts income$0348
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$674,00093
YTD Gross income other trust accounts$2,784,00034
Gross Fiduciary activities income$28,134,00093
YTD fiduciary expense (Dec. only)$14,048,000114
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$14,086,00074
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,208,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$682,00091
YTD Gross Income employee benefit defined benefit$166,00085
YTD Gross Income from other retirement accounts$1,067,000121
YTD Gross Income corporate trust and agency$137,00048
Investment management and investment advisory agency accounts income$8,265,000112
Foundation and endowment and agency accounts income$0289
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$519,00089
YTD Gross income other trust accounts$2,072,00035
Gross Fiduciary activities income$21,116,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,694,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$496,00088
YTD Gross Income employee benefit defined benefit$145,00075
YTD Gross Income from other retirement accounts$757,000116
YTD Gross Income corporate trust and agency$93,00048
Investment management and investment advisory agency accounts income$5,517,000109
Foundation and endowment and agency accounts income$0339
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$335,00089
YTD Gross income other trust accounts$1,375,00036
Gross Fiduciary activities income$14,412,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,940,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$332,00083
YTD Gross Income employee benefit defined benefit$130,00060
YTD Gross Income from other retirement accounts$380,000122
YTD Gross Income corporate trust and agency$24,00054
Investment management and investment advisory agency accounts income$2,820,00067
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$176,00094
YTD Gross income other trust accounts$692,00036
Gross Fiduciary activities income$7,494,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,995,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$612,000126
YTD Gross Income employee benefit defined benefit$172,000100
YTD Gross Income from other retirement accounts$1,875,000107
YTD Gross Income corporate trust and agency$239,00051
Investment management and investment advisory agency accounts income$11,356,00066
Foundation and endowment and agency accounts income$0363
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$652,00098
YTD Gross income other trust accounts$2,650,00039
Gross Fiduciary activities income$27,551,00099
YTD fiduciary expense (Dec. only)$11,959,000125
YTD fiduciary net loss (Dec. only)$21,000120
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$15,571,00073
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,626,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$658,000105
YTD Gross Income employee benefit defined benefit$172,00090
YTD Gross Income from other retirement accounts$1,149,000123
YTD Gross Income corporate trust and agency$171,00051
Investment management and investment advisory agency accounts income$8,652,00067
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$483,00094
YTD Gross income other trust accounts$1,969,00037
Gross Fiduciary activities income$20,880,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,298,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$461,00095
YTD Gross Income employee benefit defined benefit$127,00078
YTD Gross Income from other retirement accounts$846,000115
YTD Gross Income corporate trust and agency$119,00044
Investment management and investment advisory agency accounts income$5,936,00058
Foundation and endowment and agency accounts income$0326
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$322,00084
YTD Gross income other trust accounts$1,253,00034
Gross Fiduciary activities income$14,362,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,996,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$287,00087
YTD Gross Income employee benefit defined benefit$115,00063
YTD Gross Income from other retirement accounts$445,000111
YTD Gross Income corporate trust and agency$48,00045
Investment management and investment advisory agency accounts income$3,192,00056
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,00082
YTD Gross income other trust accounts$582,00035
Gross Fiduciary activities income$7,835,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,763,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,092,00092
YTD Gross Income employee benefit defined benefit$236,00084
YTD Gross Income from other retirement accounts$1,553,000125
YTD Gross Income corporate trust and agency$226,00046
Investment management and investment advisory agency accounts income$12,399,00057
Foundation and endowment and agency accounts income$0318
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$661,00082
YTD Gross income other trust accounts$2,581,00032
Gross Fiduciary activities income$29,511,00078
YTD fiduciary expense (Dec. only)$11,973,000102
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$17,538,00059
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,133,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$793,00092
YTD Gross Income employee benefit defined benefit$189,00081
YTD Gross Income from other retirement accounts$1,102,000125
YTD Gross Income corporate trust and agency$189,00040
Investment management and investment advisory agency accounts income$9,203,00056
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$500,00081
YTD Gross income other trust accounts$1,960,00032
Gross Fiduciary activities income$22,069,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,473,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$434,000102
YTD Gross Income employee benefit defined benefit$75,00099
YTD Gross Income from other retirement accounts$995,000100
YTD Gross Income corporate trust and agency$109,00045
Investment management and investment advisory agency accounts income$6,052,00056
Foundation and endowment and agency accounts income$0305
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$323,00081
YTD Gross income other trust accounts$1,319,00033
Gross Fiduciary activities income$14,780,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,896,00050
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,00077
YTD Gross Income employee benefit defined benefit$120,00060
YTD Gross Income from other retirement accounts$355,000126
YTD Gross Income corporate trust and agency$144,00034
Investment management and investment advisory agency accounts income$3,017,00056
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000131
YTD Gross income other trust accounts$672,00037
Gross Fiduciary activities income$7,631,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,502,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$918,00095
YTD Gross Income employee benefit defined benefit$301,00076
YTD Gross Income from other retirement accounts$1,377,000119
YTD Gross Income corporate trust and agency$158,00054
Investment management and investment advisory agency accounts income$10,756,00059
Foundation and endowment and agency accounts income$0309
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$630,00082
YTD Gross income other trust accounts$2,693,00032
Gross Fiduciary activities income$26,335,00080
YTD fiduciary expense (Dec. only)$11,929,00099
YTD fiduciary net loss (Dec. only)$3,000153
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$14,403,00053
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,101,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$687,00094
YTD Gross Income employee benefit defined benefit$233,00073
YTD Gross Income from other retirement accounts$950,000124
YTD Gross Income corporate trust and agency$109,00051
Investment management and investment advisory agency accounts income$7,921,00059
Foundation and endowment and agency accounts income$0263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$477,00083
YTD Gross income other trust accounts$2,102,00032
Gross Fiduciary activities income$19,580,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,778,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$471,00096
YTD Gross Income employee benefit defined benefit$163,00073
YTD Gross Income from other retirement accounts$656,000121
YTD Gross Income corporate trust and agency$71,00053
Investment management and investment advisory agency accounts income$5,227,00060
Foundation and endowment and agency accounts income$0296
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$314,00084
YTD Gross income other trust accounts$1,474,00029
Gross Fiduciary activities income$13,154,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,472,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$316,00083
YTD Gross Income employee benefit defined benefit$121,00059
YTD Gross Income from other retirement accounts$335,000118
YTD Gross Income corporate trust and agency$13,00063
Investment management and investment advisory agency accounts income$2,731,00058
Foundation and endowment and agency accounts income$0260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,00087
YTD Gross income other trust accounts$798,00029
Gross Fiduciary activities income$6,952,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$9,754,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$958,00092
YTD Gross Income employee benefit defined benefit$425,00066
YTD Gross Income from other retirement accounts$1,081,000135
YTD Gross Income corporate trust and agency$152,00058
Investment management and investment advisory agency accounts income$10,127,00060
Foundation and endowment and agency accounts income$0302
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$595,00086
YTD Gross income other trust accounts$3,487,00028
Gross Fiduciary activities income$26,579,00076
YTD fiduciary expense (Dec. only)$12,056,000100
YTD fiduciary net loss (Dec. only)$10,000105
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$14,513,00048
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,404,00052
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$902,00084
YTD Gross Income employee benefit defined benefit$109,000103
YTD Gross Income from other retirement accounts$699,000140
YTD Gross Income corporate trust and agency$92,00057
Investment management and investment advisory agency accounts income$7,480,00060
Foundation and endowment and agency accounts income$0267
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$443,00085
YTD Gross income other trust accounts$2,751,00029
Gross Fiduciary activities income$19,880,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,808,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$490,00091
YTD Gross Income employee benefit defined benefit$76,000102
YTD Gross Income from other retirement accounts$600,000120
YTD Gross Income corporate trust and agency$64,00056
Investment management and investment advisory agency accounts income$4,859,00060
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$278,00087
YTD Gross income other trust accounts$2,279,00025
Gross Fiduciary activities income$13,454,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,624,00051
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$306,00082
YTD Gross Income employee benefit defined benefit$37,000101
YTD Gross Income from other retirement accounts$237,000140
YTD Gross Income corporate trust and agency$18,00064
Investment management and investment advisory agency accounts income$2,307,00062
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$127,00091
YTD Gross income other trust accounts$1,459,00024
Gross Fiduciary activities income$7,115,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,261,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$926,00099
YTD Gross Income employee benefit defined benefit$250,00088
YTD Gross Income from other retirement accounts$868,000151
YTD Gross Income corporate trust and agency$137,00060
Investment management and investment advisory agency accounts income$9,644,00060
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$473,00094
YTD Gross income other trust accounts$4,064,00024
Gross Fiduciary activities income$24,623,00079
YTD fiduciary expense (Dec. only)$10,886,000108
YTD fiduciary net loss (Dec. only)$23,000105
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$13,714,00050
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,354,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$687,00099
YTD Gross Income employee benefit defined benefit$168,00092
YTD Gross Income from other retirement accounts$596,000158
YTD Gross Income corporate trust and agency$96,00057
Investment management and investment advisory agency accounts income$7,286,00059
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$350,00094
YTD Gross income other trust accounts$2,983,00025
Gross Fiduciary activities income$18,520,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,176,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$499,00094
YTD Gross Income employee benefit defined benefit$102,00094
YTD Gross Income from other retirement accounts$447,000144
YTD Gross Income corporate trust and agency$57,00054
Investment management and investment advisory agency accounts income$4,788,00061
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$229,00096
YTD Gross income other trust accounts$1,957,00027
Gross Fiduciary activities income$12,255,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,071,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$302,00083
YTD Gross Income employee benefit defined benefit$59,00092
YTD Gross Income from other retirement accounts$242,000136
YTD Gross Income corporate trust and agency$31,00056
Investment management and investment advisory agency accounts income$2,415,00060
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,00091
YTD Gross income other trust accounts$1,271,00024
Gross Fiduciary activities income$6,503,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,770,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$870,000105
YTD Gross Income employee benefit defined benefit$236,00090
YTD Gross Income from other retirement accounts$809,000146
YTD Gross Income corporate trust and agency$127,00067
Investment management and investment advisory agency accounts income$9,301,00059
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$383,000102
YTD Gross income other trust accounts$3,244,00027
Gross Fiduciary activities income$22,740,00080
YTD fiduciary expense (Dec. only)$9,723,000111
YTD fiduciary net loss (Dec. only)$7,000129
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$13,010,00053
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,960,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$628,000106
YTD Gross Income employee benefit defined benefit$175,00088
YTD Gross Income from other retirement accounts$540,000154
YTD Gross Income corporate trust and agency$82,00063
Investment management and investment advisory agency accounts income$6,871,00056
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$276,00099
YTD Gross income other trust accounts$2,541,00025
Gross Fiduciary activities income$17,073,00078
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,127,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$471,00095
YTD Gross Income employee benefit defined benefit$95,00096
YTD Gross Income from other retirement accounts$403,000143
YTD Gross Income corporate trust and agency$62,00062
Investment management and investment advisory agency accounts income$4,515,00055
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$180,000101
YTD Gross income other trust accounts$1,863,00025
Gross Fiduciary activities income$11,716,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,039,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$295,00082
YTD Gross Income employee benefit defined benefit$46,00099
YTD Gross Income from other retirement accounts$197,000140
YTD Gross Income corporate trust and agency$27,00060
Investment management and investment advisory agency accounts income$2,248,00055
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$88,000100
YTD Gross income other trust accounts$1,203,00022
Gross Fiduciary activities income$6,143,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,720,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$786,000107
YTD Gross Income employee benefit defined benefit$221,00089
YTD Gross Income from other retirement accounts$747,000144
YTD Gross Income corporate trust and agency$107,00068
Investment management and investment advisory agency accounts income$8,675,00056
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$351,000103
YTD Gross income other trust accounts$3,023,00025
Gross Fiduciary activities income$21,630,00077
YTD fiduciary expense (Dec. only)$8,602,000113
YTD fiduciary net loss (Dec. only)$7,000125
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$13,021,00048
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,685,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$618,000100
YTD Gross Income employee benefit defined benefit$129,00098
YTD Gross Income from other retirement accounts$529,000145
YTD Gross Income corporate trust and agency$69,00063
Investment management and investment advisory agency accounts income$6,457,00056
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$264,000101
YTD Gross income other trust accounts$2,409,00025
Gross Fiduciary activities income$16,160,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,537,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,00092
YTD Gross Income employee benefit defined benefit$86,00098
YTD Gross Income from other retirement accounts$380,000136
YTD Gross Income corporate trust and agency$52,00064
Investment management and investment advisory agency accounts income$4,240,00058
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$178,00099
YTD Gross income other trust accounts$1,820,00025
Gross Fiduciary activities income$10,747,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,749,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$328,00077
YTD Gross Income employee benefit defined benefit$44,00099
YTD Gross Income from other retirement accounts$213,000118
YTD Gross Income corporate trust and agency$19,00067
Investment management and investment advisory agency accounts income$2,080,00058
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000100
YTD Gross income other trust accounts$1,193,00023
Gross Fiduciary activities income$5,711,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$8,023,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$809,000104
YTD Gross Income employee benefit defined benefit$251,00089
YTD Gross Income from other retirement accounts$641,000157
YTD Gross Income corporate trust and agency$106,00070
Investment management and investment advisory agency accounts income$8,792,00055
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$456,00095
YTD Gross income other trust accounts$2,822,00026
Gross Fiduciary activities income$21,900,00075
YTD fiduciary expense (Dec. only)$8,772,000112
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$13,128,00045
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,133,00053
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$609,000107
YTD Gross Income employee benefit defined benefit$195,00086
YTD Gross Income from other retirement accounts$472,000155
YTD Gross Income corporate trust and agency$71,00063
Investment management and investment advisory agency accounts income$1,779,000126
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$353,00094
YTD Gross income other trust accounts$2,240,00026
Gross Fiduciary activities income$11,852,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,268,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$403,000104
YTD Gross Income employee benefit defined benefit$138,00087
YTD Gross Income from other retirement accounts$364,000144
YTD Gross Income corporate trust and agency$43,00065
Investment management and investment advisory agency accounts income$1,172,000128
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$238,00096
YTD Gross income other trust accounts$1,683,00025
Gross Fiduciary activities income$8,309,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,159,00054
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$222,00099
YTD Gross Income employee benefit defined benefit$86,00080
YTD Gross Income from other retirement accounts$182,000140
YTD Gross Income corporate trust and agency$12,00072
Investment management and investment advisory agency accounts income$579,000131
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,00091
YTD Gross income other trust accounts$1,093,00024
Gross Fiduciary activities income$4,459,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,462,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$900,000101
YTD Gross Income employee benefit defined benefit$255,00090
YTD Gross Income from other retirement accounts$581,000165
YTD Gross Income corporate trust and agency$110,00071
Investment management and investment advisory agency accounts income$2,220,000127
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$501,00093
YTD Gross income other trust accounts$2,780,00027
Gross Fiduciary activities income$14,809,00095
YTD fiduciary expense (Dec. only)$9,317,000112
YTD fiduciary net loss (Dec. only)$7,000136
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$5,485,00081
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,807,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$628,000102
YTD Gross Income employee benefit defined benefit$189,00091
YTD Gross Income from other retirement accounts$429,000159
YTD Gross Income corporate trust and agency$71,00062
Investment management and investment advisory agency accounts income$1,604,000132
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$373,00094
YTD Gross income other trust accounts$2,199,00027
Gross Fiduciary activities income$11,300,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,914,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$454,000101
YTD Gross Income employee benefit defined benefit$128,00086
YTD Gross Income from other retirement accounts$316,000148
YTD Gross Income corporate trust and agency$46,00060
Investment management and investment advisory agency accounts income$1,060,000131
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$245,00096
YTD Gross income other trust accounts$1,643,00027
Gross Fiduciary activities income$7,806,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,870,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,00079
YTD Gross Income employee benefit defined benefit$85,00081
YTD Gross Income from other retirement accounts$170,000137
YTD Gross Income corporate trust and agency$27,00059
Investment management and investment advisory agency accounts income$529,000130
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$121,00097
YTD Gross income other trust accounts$1,056,00026
Gross Fiduciary activities income$4,149,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$7,315,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$601,000123
YTD Gross Income employee benefit defined benefit$227,00092
YTD Gross Income from other retirement accounts$664,000134
YTD Gross Income corporate trust and agency$96,00073
Investment management and investment advisory agency accounts income$1,878,000140
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$483,00095
YTD Gross income other trust accounts$2,628,00027
Gross Fiduciary activities income$13,892,00098
YTD fiduciary expense (Dec. only)$9,036,000110
YTD fiduciary net loss (Dec. only)$9,000126
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$4,847,00079
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,460,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$450,000122
YTD Gross Income employee benefit defined benefit$179,00085
YTD Gross Income from other retirement accounts$483,000131
YTD Gross Income corporate trust and agency$68,00062
Investment management and investment advisory agency accounts income$1,424,000133
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$361,00094
YTD Gross income other trust accounts$2,077,00027
Gross Fiduciary activities income$10,502,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,512,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$347,000113
YTD Gross Income employee benefit defined benefit$113,00088
YTD Gross Income from other retirement accounts$343,000123
YTD Gross Income corporate trust and agency$42,00064
Investment management and investment advisory agency accounts income$913,000134
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$242,00092
YTD Gross income other trust accounts$1,573,00026
Gross Fiduciary activities income$7,085,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,674,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$224,00097
YTD Gross Income employee benefit defined benefit$69,00083
YTD Gross Income from other retirement accounts$161,000132
YTD Gross Income corporate trust and agency$17,00064
Investment management and investment advisory agency accounts income$434,000140
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,00090
YTD Gross income other trust accounts$972,00025
Gross Fiduciary activities income$3,670,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,922,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$505,000135
YTD Gross Income employee benefit defined benefit$91,000125
YTD Gross Income from other retirement accounts$672,000116
YTD Gross Income corporate trust and agency$120,00071
Investment management and investment advisory agency accounts income$1,673,000138
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$459,00096
YTD Gross income other trust accounts$2,383,00026
Gross Fiduciary activities income$12,825,00096
YTD fiduciary expense (Dec. only)$8,441,000106
YTD fiduciary net loss (Dec. only)$57,00067
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$4,327,00075
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,092,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$369,000130
YTD Gross Income employee benefit defined benefit$69,000117
YTD Gross Income from other retirement accounts$427,000135
YTD Gross Income corporate trust and agency$91,00063
Investment management and investment advisory agency accounts income$1,240,000138
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$339,00095
YTD Gross income other trust accounts$1,870,00026
Gross Fiduciary activities income$9,497,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,339,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$259,000127
YTD Gross Income employee benefit defined benefit$53,000110
YTD Gross Income from other retirement accounts$303,000129
YTD Gross Income corporate trust and agency$71,00060
Investment management and investment advisory agency accounts income$803,000137
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$225,00095
YTD Gross income other trust accounts$1,385,00025
Gross Fiduciary activities income$6,438,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,687,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000102
YTD Gross Income employee benefit defined benefit$38,00098
YTD Gross Income from other retirement accounts$144,000132
YTD Gross Income corporate trust and agency$15,00071
Investment management and investment advisory agency accounts income$408,000136
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,000100
YTD Gross income other trust accounts$887,00021
Gross Fiduciary activities income$3,466,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,483,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$526,000129
YTD Gross Income employee benefit defined benefit$44,000150
YTD Gross Income from other retirement accounts$664,000113
YTD Gross Income corporate trust and agency$93,00070
Investment management and investment advisory agency accounts income$1,473,000131
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$428,00096
YTD Gross income other trust accounts$2,420,00029
Gross Fiduciary activities income$12,131,00084
YTD fiduciary expense (Dec. only)$8,066,000106
YTD fiduciary net loss (Dec. only)$89,00052
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$3,976,00074
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,854,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$381,000130
YTD Gross Income employee benefit defined benefit$35,000144
YTD Gross Income from other retirement accounts$466,000122
YTD Gross Income corporate trust and agency$60,00070
Investment management and investment advisory agency accounts income$1,092,000133
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$316,000100
YTD Gross income other trust accounts$1,969,00030
Gross Fiduciary activities income$9,173,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,359,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$276,000125
YTD Gross Income employee benefit defined benefit$25,000137
YTD Gross Income from other retirement accounts$338,000112
YTD Gross Income corporate trust and agency$33,00074
Investment management and investment advisory agency accounts income$739,000134
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$209,000102
YTD Gross income other trust accounts$1,503,00027
Gross Fiduciary activities income$6,482,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,663,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,000100
YTD Gross Income employee benefit defined benefit$13,000138
YTD Gross Income from other retirement accounts$184,000105
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$383,000128
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000104
YTD Gross income other trust accounts$947,00026
Gross Fiduciary activities income$3,499,00077
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,234,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,000156
YTD Gross Income employee benefit defined benefit$80,000134
YTD Gross Income from other retirement accounts$666,000110
YTD Gross Income corporate trust and agency$89,00080
Investment management and investment advisory agency accounts income$1,312,000139
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$376,000110
YTD Gross income other trust accounts$2,110,00033
Gross Fiduciary activities income$11,242,00085
YTD fiduciary expense (Dec. only)$7,359,000108
YTD fiduciary net loss (Dec. only)$11,000114
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$3,872,00073
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,450,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$270,000153
YTD Gross Income employee benefit defined benefit$60,000131
YTD Gross Income from other retirement accounts$426,000121
YTD Gross Income corporate trust and agency$59,00076
Investment management and investment advisory agency accounts income$933,000141
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$276,000106
YTD Gross income other trust accounts$1,620,00033
Gross Fiduciary activities income$8,094,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,884,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000167
YTD Gross Income employee benefit defined benefit$30,000138
YTD Gross Income from other retirement accounts$380,00091
YTD Gross Income corporate trust and agency$34,00080
Investment management and investment advisory agency accounts income$625,000145
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$185,000107
YTD Gross income other trust accounts$1,195,00033
Gross Fiduciary activities income$5,473,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,425,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$116,000138
YTD Gross Income employee benefit defined benefit$50,00093
YTD Gross Income from other retirement accounts$191,00092
YTD Gross Income corporate trust and agency$12,00083
Investment management and investment advisory agency accounts income$321,000141
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000110
YTD Gross income other trust accounts$762,00028
Gross Fiduciary activities income$2,966,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,413,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$343,000154
YTD Gross Income employee benefit defined benefit$67,000137
YTD Gross Income from other retirement accounts$534,000120
YTD Gross Income corporate trust and agency$93,00085
Investment management and investment advisory agency accounts income$1,092,000159
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$316,000126
YTD Gross income other trust accounts$2,042,00037
Gross Fiduciary activities income$9,900,00093
YTD fiduciary expense (Dec. only)$7,091,000106
YTD fiduciary net loss (Dec. only)$116,00053
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$2,693,00094
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,044,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$254,000152
YTD Gross Income employee benefit defined benefit$56,000126
YTD Gross Income from other retirement accounts$341,000134
YTD Gross Income corporate trust and agency$57,00077
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$222,000128
YTD Gross income other trust accounts$1,612,00037
Gross Fiduciary activities income$7,369,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,549,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$183,000150
YTD Gross Income employee benefit defined benefit$45,000115
YTD Gross Income from other retirement accounts$235,000129
YTD Gross Income corporate trust and agency$40,00077
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$147,000132
YTD Gross income other trust accounts$1,172,00034
Gross Fiduciary activities income$4,870,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,152,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000133
YTD Gross Income employee benefit defined benefit$34,000101
YTD Gross Income from other retirement accounts$113,000129
YTD Gross Income corporate trust and agency$17,00082
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000127
YTD Gross income other trust accounts$743,00029
Gross Fiduciary activities income$2,509,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,816,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,510,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,937,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,086,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,938,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,994,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,131,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,306,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,935,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,255,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,559,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,046,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,319,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,791,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,276,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,745,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,839,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,490,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,478,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,320,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,415,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,465,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,640,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,064,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,704,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,504,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,226,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,780,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,893,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,528,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,094,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,437,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,199,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,882,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,624,000270
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA