Home > Zions Bancorporation, N.A. > Gross Fiduciary and Related Services Income

Zions Bancorporation, N.A., Gross Fiduciary and Related Services Income

2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,404,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$867,000111
YTD Gross Income corporate trust and agency$8,672,00012
Investment management and investment advisory agency accounts income$10,860,00037
Foundation and endowment and agency accounts income$397,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,024,00055
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$24,224,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,350,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$442,000112
YTD Gross Income corporate trust and agency$3,177,00013
Investment management and investment advisory agency accounts income$5,413,00036
Foundation and endowment and agency accounts income$181,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$340,00067
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$10,903,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,530,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$1,635,000115
YTD Gross Income corporate trust and agency$13,251,00014
Investment management and investment advisory agency accounts income$18,116,00044
Foundation and endowment and agency accounts income$688,00098
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,131,00068
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$40,351,00063
YTD fiduciary expense (Dec. only)$33,154,00054
YTD fiduciary net loss (Dec. only)$217,00035
YTD fiduciary intracompany income (Dec. only)$9,768,00016
YTD net fiduciary income (Dec. only)$16,748,00062
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$4,073,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$1,202,000115
YTD Gross Income corporate trust and agency$9,905,00013
Investment management and investment advisory agency accounts income$13,071,00044
Foundation and endowment and agency accounts income$510,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$839,00067
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$29,600,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,644,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$769,000119
YTD Gross Income corporate trust and agency$6,959,00014
Investment management and investment advisory agency accounts income$8,256,00045
Foundation and endowment and agency accounts income$331,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$521,00068
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$19,480,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,291,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$374,000120
YTD Gross Income corporate trust and agency$3,236,00016
Investment management and investment advisory agency accounts income$3,893,00046
Foundation and endowment and agency accounts income$164,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$211,00073
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$9,169,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,506,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,303,000125
YTD Gross Income corporate trust and agency$15,820,00014
Investment management and investment advisory agency accounts income$14,687,00045
Foundation and endowment and agency accounts income$576,00099
YTD Gross income other trust and agency accounts$380,00025
YTD Gross income custody and safekeeping agency accounts$1,215,00064
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$38,487,00059
YTD fiduciary expense (Dec. only)$6,807,000134
YTD fiduciary net loss (Dec. only)$18,000110
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$31,662,00032
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$3,390,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$946,000125
YTD Gross Income corporate trust and agency$11,888,00014
Investment management and investment advisory agency accounts income$11,092,00046
Foundation and endowment and agency accounts income$432,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$807,00069
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$28,677,00059
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,236,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$607,000127
YTD Gross Income corporate trust and agency$8,311,00014
Investment management and investment advisory agency accounts income$7,417,00046
Foundation and endowment and agency accounts income$292,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$548,00067
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$19,704,00057
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,061,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$308,000124
YTD Gross Income corporate trust and agency$3,690,00015
Investment management and investment advisory agency accounts income$3,900,00043
Foundation and endowment and agency accounts income$148,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$259,00073
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$9,705,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,628,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0314
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$1,070,000136
YTD Gross Income corporate trust and agency$17,792,00013
Investment management and investment advisory agency accounts income$12,456,00049
Foundation and endowment and agency accounts income$657,00086
YTD Gross income other trust and agency accounts$64,00052
YTD Gross income custody and safekeeping agency accounts$1,111,00068
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$37,778,00059
YTD fiduciary expense (Dec. only)$21,839,00065
YTD fiduciary net loss (Dec. only)$18,00086
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$15,921,00045
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$3,503,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0281
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$786,000135
YTD Gross Income corporate trust and agency$12,994,00014
Investment management and investment advisory agency accounts income$9,170,00050
Foundation and endowment and agency accounts income$505,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$791,00069
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$27,806,00060
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,259,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0310
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$511,000139
YTD Gross Income corporate trust and agency$7,735,00014
Investment management and investment advisory agency accounts income$5,976,00049
Foundation and endowment and agency accounts income$344,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$455,00072
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$17,318,00065
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,108,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0306
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$249,000136
YTD Gross Income corporate trust and agency$3,619,00014
Investment management and investment advisory agency accounts income$2,915,00052
Foundation and endowment and agency accounts income$175,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$203,00073
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$8,291,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,813,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0365
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$899,000146
YTD Gross Income corporate trust and agency$15,131,00013
Investment management and investment advisory agency accounts income$9,562,00061
Foundation and endowment and agency accounts income$655,00085
YTD Gross income other trust and agency accounts$88,00050
YTD Gross income custody and safekeeping agency accounts$857,00072
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$33,005,00062
YTD fiduciary expense (Dec. only)$20,834,00069
YTD fiduciary net loss (Dec. only)$19,000115
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$12,152,00057
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$4,566,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$667,000145
YTD Gross Income corporate trust and agency$11,428,00013
Investment management and investment advisory agency accounts income$6,848,00062
Foundation and endowment and agency accounts income$483,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$581,00075
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$24,655,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,068,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0323
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$434,000147
YTD Gross Income corporate trust and agency$7,716,00013
Investment management and investment advisory agency accounts income$4,468,00064
Foundation and endowment and agency accounts income$310,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$416,00074
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$16,466,00062
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,497,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$214,000145
YTD Gross Income corporate trust and agency$3,178,00016
Investment management and investment advisory agency accounts income$2,171,00065
Foundation and endowment and agency accounts income$139,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,00084
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$7,390,00066
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,424,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0404
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$683,000163
YTD Gross Income corporate trust and agency$11,160,00017
Investment management and investment advisory agency accounts income$6,822,00071
Foundation and endowment and agency accounts income$441,000100
YTD Gross income other trust and agency accounts$76,00065
YTD Gross income custody and safekeeping agency accounts$895,00069
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$26,501,00071
YTD fiduciary expense (Dec. only)$19,083,00072
YTD fiduciary net loss (Dec. only)$42,00073
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$7,376,00078
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$4,940,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0324
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$476,000166
YTD Gross Income corporate trust and agency$7,202,00017
Investment management and investment advisory agency accounts income$4,768,00073
Foundation and endowment and agency accounts income$323,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$611,00071
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$18,385,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,451,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$279,000178
YTD Gross Income corporate trust and agency$4,148,00018
Investment management and investment advisory agency accounts income$2,830,00080
Foundation and endowment and agency accounts income$202,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$457,00068
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$11,420,00077
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
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,599,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$110,000205
YTD Gross Income corporate trust and agency$2,630,00018
Investment management and investment advisory agency accounts income$1,061,00095
Foundation and endowment and agency accounts income$98,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$196,00074
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$5,732,00076
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
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$5,640,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0406
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$261,000269
YTD Gross Income corporate trust and agency$9,685,00018
Investment management and investment advisory agency accounts income$3,318,000105
Foundation and endowment and agency accounts income$342,000113
YTD Gross income other trust and agency accounts$99,00057
YTD Gross income custody and safekeeping agency accounts$938,00069
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$20,283,00083
YTD fiduciary expense (Dec. only)$20,543,00065
YTD fiduciary net loss (Dec. only)$27,00097
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$-287,0005,893
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,581,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$193,000256
YTD Gross Income corporate trust and agency$6,665,00018
Investment management and investment advisory agency accounts income$2,695,00096
Foundation and endowment and agency accounts income$246,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$679,00071
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$14,137,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,129,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0325
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$121,000266
YTD Gross Income corporate trust and agency$4,138,00018
Investment management and investment advisory agency accounts income$1,561,000109
Foundation and endowment and agency accounts income$152,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$428,00069
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$8,553,00094
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 income$010
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,137,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0319
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$69,000257
YTD Gross Income corporate trust and agency$1,300,00022
Investment management and investment advisory agency accounts income$850,000102
Foundation and endowment and agency accounts income$74,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,00070
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,850,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,631,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000338
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$289,000265
YTD Gross Income corporate trust and agency$6,778,00018
Investment management and investment advisory agency accounts income$3,519,00099
Foundation and endowment and agency accounts income$333,000115
YTD Gross income other trust and agency accounts$28,00097
YTD Gross income custody and safekeeping agency accounts$712,00081
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$16,318,00095
YTD fiduciary expense (Dec. only)$17,100,00071
YTD fiduciary net loss (Dec. only)$5,000139
YTD fiduciary intracompany income (Dec. only)$763,00045
YTD net fiduciary income (Dec. only)$-24,000545
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,951,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000269
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$72,000323
YTD Gross Income corporate trust and agency$4,031,00020
Investment management and investment advisory agency accounts income$1,140,000168
Foundation and endowment and agency accounts income$254,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$364,00092
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$7,857,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,358,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000269
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$49,000325
YTD Gross Income corporate trust and agency$2,773,00019
Investment management and investment advisory agency accounts income$748,000173
Foundation and endowment and agency accounts income$177,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$241,00095
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$5,375,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$703,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000268
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$26,000320
YTD Gross Income corporate trust and agency$1,138,00021
Investment management and investment advisory agency accounts income$362,000177
Foundation and endowment and agency accounts income$79,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$114,000100
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$2,434,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,054,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000325
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$110,000375
YTD Gross Income corporate trust and agency$5,480,00018
Investment management and investment advisory agency accounts income$1,273,000187
Foundation and endowment and agency accounts income$322,000113
YTD Gross income other trust and agency accounts$17,000106
YTD Gross income custody and safekeeping agency accounts$455,00096
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$10,750,000119
YTD fiduciary expense (Dec. only)$12,040,00089
YTD fiduciary net loss (Dec. only)$1,000169
YTD fiduciary intracompany income (Dec. only)$1,005,00039
YTD net fiduciary income (Dec. only)$-286,0006,492
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,249,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000271
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$77,000317
YTD Gross Income corporate trust and agency$3,831,00019
Investment management and investment advisory agency accounts income$923,000189
Foundation and endowment and agency accounts income$242,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$342,00097
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$7,706,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,459,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000271
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$51,000317
YTD Gross Income corporate trust and agency$2,612,00018
Investment management and investment advisory agency accounts income$619,000190
Foundation and endowment and agency accounts income$159,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$234,00098
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$5,158,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$732,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000269
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$23,000323
YTD Gross Income corporate trust and agency$764,00020
Investment management and investment advisory agency accounts income$326,000181
Foundation and endowment and agency accounts income$79,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$150,00085
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,085,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,131,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000327
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$118,000352
YTD Gross Income corporate trust and agency$5,615,00017
Investment management and investment advisory agency accounts income$1,447,000164
Foundation and endowment and agency accounts income$323,000110
YTD Gross income other trust and agency accounts$10,000120
YTD Gross income custody and safekeeping agency accounts$409,000103
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$11,083,000111
YTD fiduciary expense (Dec. only)$11,006,00091
YTD fiduciary net loss (Dec. only)$-2,0006,808
YTD fiduciary intracompany income (Dec. only)$1,184,00034
YTD net fiduciary income (Dec. only)$1,263,000187
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,360,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000280
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$88,000298
YTD Gross Income corporate trust and agency$3,944,00017
Investment management and investment advisory agency accounts income$1,089,000155
Foundation and endowment and agency accounts income$230,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$295,00099
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,034,000111
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 income$010
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,641,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000287
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$61,000296
YTD Gross Income corporate trust and agency$2,714,00017
Investment management and investment advisory agency accounts income$742,000153
Foundation and endowment and agency accounts income$149,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$197,00096
YTD Gross income other trust accounts$1,000197
Gross Fiduciary activities income$5,518,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$883,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000307
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$34,000288
YTD Gross Income corporate trust and agency$919,00018
Investment management and investment advisory agency accounts income$379,000153
Foundation and endowment and agency accounts income$73,000107
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,00095
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,393,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,564,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$50,000297
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$139,000326
YTD Gross Income corporate trust and agency$5,690,00017
Investment management and investment advisory agency accounts income$1,465,000147
Foundation and endowment and agency accounts income$320,000104
YTD Gross income other trust and agency accounts$20,000110
YTD Gross income custody and safekeeping agency accounts$388,00099
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$10,636,000103
YTD fiduciary expense (Dec. only)$10,156,00094
YTD fiduciary net loss (Dec. only)$10,000125
YTD fiduciary intracompany income (Dec. only)$1,666,00034
YTD net fiduciary income (Dec. only)$2,136,000128
Memoranda:
YTD foreign offices total gross fiduciary income$011
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,974,000120
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000257
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$104,000285
YTD Gross Income corporate trust and agency$4,090,00016
Investment management and investment advisory agency accounts income$1,110,000146
Foundation and endowment and agency accounts income$243,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$295,000100
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$7,860,000105
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 income$011
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,362,000116
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000260
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$73,000283
YTD Gross Income corporate trust and agency$2,925,00016
Investment management and investment advisory agency accounts income$738,000146
Foundation and endowment and agency accounts income$164,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$200,000100
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$5,492,000102
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 income$011
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$684,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000258
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$39,000274
YTD Gross Income corporate trust and agency$894,00018
Investment management and investment advisory agency accounts income$382,000143
Foundation and endowment and agency accounts income$77,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$109,00099
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,202,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,013,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000312
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$133,000326
YTD Gross Income corporate trust and agency$6,288,00014
Investment management and investment advisory agency accounts income$1,346,000149
Foundation and endowment and agency accounts income$339,00097
YTD Gross income other trust and agency accounts$12,000117
YTD Gross income custody and safekeeping agency accounts$366,000102
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$11,538,00086
YTD fiduciary expense (Dec. only)$11,726,00081
YTD fiduciary net loss (Dec. only)$19,000107
YTD fiduciary intracompany income (Dec. only)$2,242,00032
YTD net fiduciary income (Dec. only)$2,035,000118
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,296,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000264
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$100,000284
YTD Gross Income corporate trust and agency$4,721,00014
Investment management and investment advisory agency accounts income$1,022,000146
Foundation and endowment and agency accounts income$263,00093
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$269,000110
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,708,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,466,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000265
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$69,000286
YTD Gross Income corporate trust and agency$3,658,00014
Investment management and investment advisory agency accounts income$674,000148
Foundation and endowment and agency accounts income$184,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,000112
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,252,00086
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 income$010
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$699,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000275
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$31,000290
YTD Gross Income corporate trust and agency$1,646,00015
Investment management and investment advisory agency accounts income$348,000136
Foundation and endowment and agency accounts income$89,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000108
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,914,00085
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 income$09
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,854,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000324
YTD Gross Income employee benefit defined benefit$4,000258
YTD Gross Income from other retirement accounts$149,000305
YTD Gross Income corporate trust and agency$7,038,00017
Investment management and investment advisory agency accounts income$1,161,000154
Foundation and endowment and agency accounts income$333,00084
YTD Gross income other trust and agency accounts$327,00033
YTD Gross income custody and safekeeping agency accounts$489,000100
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$12,398,00081
YTD fiduciary expense (Dec. only)$13,032,00076
YTD fiduciary net loss (Dec. only)$86,00056
YTD fiduciary intracompany income (Dec. only)$15,803,00010
YTD net fiduciary income (Dec. only)$15,083,00035
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,079,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000259
YTD Gross Income employee benefit defined benefit$4,000214
YTD Gross Income from other retirement accounts$109,000263
YTD Gross Income corporate trust and agency$5,536,00017
Investment management and investment advisory agency accounts income$948,000137
Foundation and endowment and agency accounts income$248,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$383,00095
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$9,660,00078
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 income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,292,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000261
YTD Gross Income employee benefit defined benefit$2,000215
YTD Gross Income from other retirement accounts$71,000263
YTD Gross Income corporate trust and agency$4,171,00017
Investment management and investment advisory agency accounts income$615,000149
Foundation and endowment and agency accounts income$166,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$275,00090
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,934,00074
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 income$011
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$677,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000262
YTD Gross Income employee benefit defined benefit$2,000200
YTD Gross Income from other retirement accounts$34,000267
YTD Gross Income corporate trust and agency$2,116,00017
Investment management and investment advisory agency accounts income$359,000129
Foundation and endowment and agency accounts income$82,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000115
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,679,00070
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 income$011
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,736,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000328
YTD Gross Income employee benefit defined benefit$3,000261
YTD Gross Income from other retirement accounts$140,000303
YTD Gross Income corporate trust and agency$9,068,00016
Investment management and investment advisory agency accounts income$1,451,000127
Foundation and endowment and agency accounts income$283,00079
YTD Gross income other trust and agency accounts$17,000123
YTD Gross income custody and safekeeping agency accounts$649,00086
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$14,387,00071
YTD fiduciary expense (Dec. only)$13,653,00072
YTD fiduciary net loss (Dec. only)$13,151,0006
YTD fiduciary intracompany income (Dec. only)$7,442,00019
YTD net fiduciary income (Dec. only)$-4,975,0008,005
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,346,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000265
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$106,000256
YTD Gross Income corporate trust and agency$8,252,00016
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$521,00084
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$12,361,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,532,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000283
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$73,000250
YTD Gross Income corporate trust and agency$5,704,00016
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$234,000106
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$8,281,00064
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$798,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000299
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$44,000234
YTD Gross Income corporate trust and agency$1,998,00018
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$99,000110
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$3,404,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$382,00034
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$16,920,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$12,854,00071
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
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$8,946,00071
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
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$3,917,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$403,00040
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$16,947,00070
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
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$12,878,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,593,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,967,00076
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
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$317,00043
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$15,556,00076
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
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$11,302,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,740,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,657,00088
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
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$341,00052
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$15,793,00084
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
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$11,753,00085
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
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$7,936,00084
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
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$3,405,00091
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
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$348,00049
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$17,092,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$12,659,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,936,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,249,00085
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
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$349,00057
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$17,087,00084
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
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$11,599,00091
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
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$6,650,00098
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
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$2,745,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$251,00072
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,551,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$566,00057
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,929,000125
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
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$9,443,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,627,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,767,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,869,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,461,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,760,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,719,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,941,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,938,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA