Home > Amalgamated Bank of Chicago > Gross Fiduciary and Related Services Income

Amalgamated Bank of Chicago, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$285,000409
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000305
YTD Gross Income employee benefit defined benefit$5,382,00018
YTD Gross Income from other retirement accounts$1,974,000100
YTD Gross Income corporate trust and agency$4,878,00024
Investment management and investment advisory agency accounts income$752,000348
Foundation and endowment and agency accounts income$18,000321
YTD Gross income other trust and agency accounts$148,00035
YTD Gross income custody and safekeeping agency accounts$286,000144
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$13,729,000147
YTD fiduciary expense (Dec. only)$11,962,000126
YTD fiduciary net loss (Dec. only)$26,000139
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,741,000227
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$220,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000252
YTD Gross Income employee benefit defined benefit$4,045,00019
YTD Gross Income from other retirement accounts$1,476,00099
YTD Gross Income corporate trust and agency$3,613,00025
Investment management and investment advisory agency accounts income$540,000316
Foundation and endowment and agency accounts income$13,000268
YTD Gross income other trust and agency accounts$108,00033
YTD Gross income custody and safekeeping agency accounts$214,000139
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$10,233,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$154,000400
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000294
YTD Gross Income employee benefit defined benefit$2,641,00019
YTD Gross Income from other retirement accounts$970,00098
YTD Gross Income corporate trust and agency$2,393,00022
Investment management and investment advisory agency accounts income$349,000352
Foundation and endowment and agency accounts income$8,000314
YTD Gross income other trust and agency accounts$70,00032
YTD Gross income custody and safekeeping agency accounts$145,000136
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$6,733,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
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$83,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,000256
YTD Gross Income employee benefit defined benefit$1,238,00023
YTD Gross Income from other retirement accounts$482,000104
YTD Gross Income corporate trust and agency$1,149,00025
Investment management and investment advisory agency accounts income$173,000276
Foundation and endowment and agency accounts income$4,000270
YTD Gross income other trust and agency accounts$33,00032
YTD Gross income custody and safekeeping agency accounts$67,000147
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$3,230,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$263,000428
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000319
YTD Gross Income employee benefit defined benefit$5,300,00023
YTD Gross Income from other retirement accounts$1,957,000105
YTD Gross Income corporate trust and agency$4,470,00026
Investment management and investment advisory agency accounts income$687,000320
Foundation and endowment and agency accounts income$14,000340
YTD Gross income other trust and agency accounts$140,00038
YTD Gross income custody and safekeeping agency accounts$307,000133
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$13,145,000150
YTD fiduciary expense (Dec. only)$11,111,000133
YTD fiduciary net loss (Dec. only)$55,00085
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,979,000233
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$181,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000273
YTD Gross Income employee benefit defined benefit$4,043,00023
YTD Gross Income from other retirement accounts$1,509,000103
YTD Gross Income corporate trust and agency$3,248,00028
Investment management and investment advisory agency accounts income$520,000294
Foundation and endowment and agency accounts income$10,000288
YTD Gross income other trust and agency accounts$105,00038
YTD Gross income custody and safekeeping agency accounts$226,000129
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$9,847,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$104,000398
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000306
YTD Gross Income employee benefit defined benefit$2,809,00016
YTD Gross Income from other retirement accounts$1,048,00096
YTD Gross Income corporate trust and agency$2,036,00023
Investment management and investment advisory agency accounts income$352,000295
Foundation and endowment and agency accounts income$7,000307
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$141,000124
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,573,000130
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
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$33,000333
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000255
YTD Gross Income employee benefit defined benefit$1,455,00016
YTD Gross Income from other retirement accounts$532,00099
YTD Gross Income corporate trust and agency$756,00024
Investment management and investment advisory agency accounts income$177,000267
Foundation and endowment and agency accounts income$4,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000122
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$3,067,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$117,000396
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000300
YTD Gross Income employee benefit defined benefit$6,302,00013
YTD Gross Income from other retirement accounts$2,032,000100
YTD Gross Income corporate trust and agency$2,714,00024
Investment management and investment advisory agency accounts income$757,000287
Foundation and endowment and agency accounts income$10,000302
YTD Gross income other trust and agency accounts$140,00033
YTD Gross income custody and safekeeping agency accounts$278,000122
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$12,359,000132
YTD fiduciary expense (Dec. only)$11,511,000107
YTD fiduciary net loss (Dec. only)$7,000128
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$841,000305
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$88,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000257
YTD Gross Income employee benefit defined benefit$4,836,00013
YTD Gross Income from other retirement accounts$1,494,000100
YTD Gross Income corporate trust and agency$2,016,00023
Investment management and investment advisory agency accounts income$577,000259
Foundation and endowment and agency accounts income$7,000251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$204,000117
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$9,336,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$59,000387
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000292
YTD Gross Income employee benefit defined benefit$3,241,00014
YTD Gross Income from other retirement accounts$996,00098
YTD Gross Income corporate trust and agency$1,401,00024
Investment management and investment advisory agency accounts income$390,000276
Foundation and endowment and agency accounts income$4,000291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$138,000120
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$6,306,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$29,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000255
YTD Gross Income employee benefit defined benefit$1,656,00015
YTD Gross Income from other retirement accounts$506,00098
YTD Gross Income corporate trust and agency$754,00024
Investment management and investment advisory agency accounts income$194,000257
Foundation and endowment and agency accounts income$1,000256
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000124
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$3,246,000125
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
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$188,000387
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000303
YTD Gross Income employee benefit defined benefit$6,491,00010
YTD Gross Income from other retirement accounts$2,025,00092
YTD Gross Income corporate trust and agency$3,663,00025
Investment management and investment advisory agency accounts income$755,000266
Foundation and endowment and agency accounts income$1,000306
YTD Gross income other trust and agency accounts$133,00032
YTD Gross income custody and safekeeping agency accounts$263,000126
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$13,529,000117
YTD fiduciary expense (Dec. only)$11,835,000101
YTD fiduciary net loss (Dec. only)$48,00078
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,646,000195
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$157,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000259
YTD Gross Income employee benefit defined benefit$4,913,00010
YTD Gross Income from other retirement accounts$1,593,00087
YTD Gross Income corporate trust and agency$2,816,00024
Investment management and investment advisory agency accounts income$562,000243
Foundation and endowment and agency accounts income$1,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$194,000125
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$10,342,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$123,000371
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000297
YTD Gross Income employee benefit defined benefit$3,213,00010
YTD Gross Income from other retirement accounts$1,083,00081
YTD Gross Income corporate trust and agency$1,982,00026
Investment management and investment advisory agency accounts income$371,000264
Foundation and endowment and agency accounts income$1,000293
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$126,000131
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$6,968,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$64,000314
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000258
YTD Gross Income employee benefit defined benefit$1,652,00010
YTD Gross Income from other retirement accounts$541,00081
YTD Gross Income corporate trust and agency$1,020,00026
Investment management and investment advisory agency accounts income$186,000240
Foundation and endowment and agency accounts income$1,000254
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000127
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$3,559,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$255,000364
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000301
YTD Gross Income employee benefit defined benefit$6,358,00011
YTD Gross Income from other retirement accounts$2,039,00079
YTD Gross Income corporate trust and agency$4,279,00024
Investment management and investment advisory agency accounts income$686,000267
Foundation and endowment and agency accounts income$2,000298
YTD Gross income other trust and agency accounts$131,00041
YTD Gross income custody and safekeeping agency accounts$255,000125
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$14,012,000116
YTD fiduciary expense (Dec. only)$11,716,000105
YTD fiduciary net loss (Dec. only)$9,000109
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$2,287,000160
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$186,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000270
YTD Gross Income employee benefit defined benefit$4,747,00012
YTD Gross Income from other retirement accounts$1,614,00077
YTD Gross Income corporate trust and agency$3,119,00025
Investment management and investment advisory agency accounts income$505,000253
Foundation and endowment and agency accounts income$2,000263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$192,000123
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$10,479,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$118,000360
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000294
YTD Gross Income employee benefit defined benefit$3,148,00012
YTD Gross Income from other retirement accounts$1,058,00078
YTD Gross Income corporate trust and agency$2,070,00026
Investment management and investment advisory agency accounts income$325,000274
Foundation and endowment and agency accounts income$1,000286
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000129
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,915,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$61,000364
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,000292
YTD Gross Income employee benefit defined benefit$1,586,00012
YTD Gross Income from other retirement accounts$500,00079
YTD Gross Income corporate trust and agency$968,00025
Investment management and investment advisory agency accounts income$161,000272
Foundation and endowment and agency accounts income$1,000285
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000125
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,374,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$548,000349
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$987,00093
YTD Gross Income employee benefit defined benefit$4,343,00020
YTD Gross Income from other retirement accounts$0445
YTD Gross Income corporate trust and agency$4,320,00024
Investment management and investment advisory agency accounts income$3,771,000109
Foundation and endowment and agency accounts income$0347
YTD Gross income other trust and agency accounts$8,000103
YTD Gross income custody and safekeeping agency accounts$294,000123
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$14,271,000112
YTD fiduciary expense (Dec. only)$10,691,000109
YTD fiduciary net loss (Dec. only)$4,000158
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$3,576,000127
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$413,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$738,00092
YTD Gross Income employee benefit defined benefit$3,297,00021
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$3,286,00024
Investment management and investment advisory agency accounts income$2,815,000109
Foundation and endowment and agency accounts income$0291
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$219,000118
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$10,774,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$276,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$496,00095
YTD Gross Income employee benefit defined benefit$2,174,00021
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$2,208,00024
Investment management and investment advisory agency accounts income$1,840,000107
Foundation and endowment and agency accounts income$0290
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,000118
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$7,143,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$142,000325
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$236,000101
YTD Gross Income employee benefit defined benefit$1,069,00022
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$1,106,00025
Investment management and investment advisory agency accounts income$935,000110
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000121
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,562,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$533,000378
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$884,000100
YTD Gross Income employee benefit defined benefit$4,133,00022
YTD Gross Income from other retirement accounts$0492
YTD Gross Income corporate trust and agency$4,909,00024
Investment management and investment advisory agency accounts income$3,602,000109
Foundation and endowment and agency accounts income$0364
YTD Gross income other trust and agency accounts$8,000123
YTD Gross income custody and safekeeping agency accounts$284,000122
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$14,353,000109
YTD fiduciary expense (Dec. only)$10,628,000106
YTD fiduciary net loss (Dec. only)$11,000120
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$3,714,000114
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$403,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$661,00098
YTD Gross Income employee benefit defined benefit$3,012,00021
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$3,670,00024
Investment management and investment advisory agency accounts income$2,689,000110
Foundation and endowment and agency accounts income$0282
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$219,000113
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$10,660,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$281,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$439,00098
YTD Gross Income employee benefit defined benefit$1,997,00022
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$2,329,00025
Investment management and investment advisory agency accounts income$1,779,000107
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000116
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$6,972,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$159,000312
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$214,000102
YTD Gross Income employee benefit defined benefit$1,030,00021
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$1,134,00025
Investment management and investment advisory agency accounts income$866,000112
Foundation and endowment and agency accounts income$0283
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$72,000115
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$3,477,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$504,000391
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$814,000104
YTD Gross Income employee benefit defined benefit$4,208,00019
YTD Gross Income from other retirement accounts$0502
YTD Gross Income corporate trust and agency$5,061,00024
Investment management and investment advisory agency accounts income$3,426,000102
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$9,000125
YTD Gross income custody and safekeeping agency accounts$276,000124
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$14,298,000104
YTD fiduciary expense (Dec. only)$10,128,000102
YTD fiduciary net loss (Dec. only)$401,00023
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$3,769,000102
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$354,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$604,000102
YTD Gross Income employee benefit defined benefit$3,195,00018
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$3,747,00024
Investment management and investment advisory agency accounts income$2,607,000100
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$204,000121
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$10,718,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$291,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$400,000104
YTD Gross Income employee benefit defined benefit$2,155,00017
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$2,548,00024
Investment management and investment advisory agency accounts income$1,724,00099
Foundation and endowment and agency accounts income$0278
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$137,000120
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$7,260,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$145,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$198,000107
YTD Gross Income employee benefit defined benefit$1,063,00019
YTD Gross Income from other retirement accounts$0369
YTD Gross Income corporate trust and agency$1,293,00023
Investment management and investment advisory agency accounts income$839,000103
Foundation and endowment and agency accounts income$0274
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000118
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,607,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$425,000429
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$744,000112
YTD Gross Income employee benefit defined benefit$4,700,00017
YTD Gross Income from other retirement accounts$0517
YTD Gross Income corporate trust and agency$3,240,00024
Investment management and investment advisory agency accounts income$3,569,00097
Foundation and endowment and agency accounts income$0359
YTD Gross income other trust and agency accounts$11,000135
YTD Gross income custody and safekeeping agency accounts$296,000125
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$12,985,000109
YTD fiduciary expense (Dec. only)$11,042,00099
YTD fiduciary net loss (Dec. only)$27,00083
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,916,000169
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$316,000345
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$559,000112
YTD Gross Income employee benefit defined benefit$3,580,00018
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$2,277,00024
Investment management and investment advisory agency accounts income$2,693,00094
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$223,000123
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$9,658,000109
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 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$204,000346
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$384,000109
YTD Gross Income employee benefit defined benefit$2,406,00018
YTD Gross Income from other retirement accounts$0365
YTD Gross Income corporate trust and agency$1,534,00024
Investment management and investment advisory agency accounts income$1,809,00093
Foundation and endowment and agency accounts income$0275
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,000128
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$6,496,000110
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
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$106,000347
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$201,000106
YTD Gross Income employee benefit defined benefit$1,203,00020
YTD Gross Income from other retirement accounts$0362
YTD Gross Income corporate trust and agency$752,00023
Investment management and investment advisory agency accounts income$963,00095
Foundation and endowment and agency accounts income$0272
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000121
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$3,310,000110
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
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$410,000432
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$993,00090
YTD Gross Income employee benefit defined benefit$5,357,00018
YTD Gross Income from other retirement accounts$0512
YTD Gross Income corporate trust and agency$2,996,00023
Investment management and investment advisory agency accounts income$3,406,00093
Foundation and endowment and agency accounts income$0361
YTD Gross income other trust and agency accounts$39,00078
YTD Gross income custody and safekeeping agency accounts$309,000119
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$13,510,000103
YTD fiduciary expense (Dec. only)$10,861,00098
YTD fiduciary net loss (Dec. only)$22,00091
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,627,000132
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$306,000350
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$723,00093
YTD Gross Income employee benefit defined benefit$3,972,00018
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$2,226,00022
Investment management and investment advisory agency accounts income$2,666,00088
Foundation and endowment and agency accounts income$0277
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$231,000117
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$10,152,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$179,000357
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$457,00099
YTD Gross Income employee benefit defined benefit$2,675,00018
YTD Gross Income from other retirement accounts$0364
YTD Gross Income corporate trust and agency$1,485,00021
Investment management and investment advisory agency accounts income$1,768,00088
Foundation and endowment and agency accounts income$0276
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,000122
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,738,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$90,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$240,00097
YTD Gross Income employee benefit defined benefit$1,347,00019
YTD Gross Income from other retirement accounts$0370
YTD Gross Income corporate trust and agency$736,00022
Investment management and investment advisory agency accounts income$911,00084
Foundation and endowment and agency accounts income$0270
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000114
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,414,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$367,000435
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$978,00089
YTD Gross Income employee benefit defined benefit$5,481,00020
YTD Gross Income from other retirement accounts$0504
YTD Gross Income corporate trust and agency$3,207,00020
Investment management and investment advisory agency accounts income$3,283,00091
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$15,000109
YTD Gross income custody and safekeeping agency accounts$333,000114
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$13,664,00099
YTD fiduciary expense (Dec. only)$10,975,00092
YTD fiduciary net loss (Dec. only)$9,000126
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,680,000114
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$277,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$754,00085
YTD Gross Income employee benefit defined benefit$4,089,00020
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$2,426,00020
Investment management and investment advisory agency accounts income$2,386,00090
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$249,000110
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$10,187,00098
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
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$193,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$532,00083
YTD Gross Income employee benefit defined benefit$2,771,00020
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$1,677,00020
Investment management and investment advisory agency accounts income$1,525,00091
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$165,000108
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$6,863,00098
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
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$99,000340
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$276,00083
YTD Gross Income employee benefit defined benefit$1,377,00020
YTD Gross Income from other retirement accounts$0358
YTD Gross Income corporate trust and agency$869,00019
Investment management and investment advisory agency accounts income$752,00096
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000107
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,456,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$392,000422
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,486,00068
YTD Gross Income employee benefit defined benefit$5,314,00022
YTD Gross Income from other retirement accounts$0487
YTD Gross Income corporate trust and agency$3,931,00019
Investment management and investment advisory agency accounts income$3,129,00084
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$68,00068
YTD Gross income custody and safekeeping agency accounts$303,000113
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$14,623,00086
YTD fiduciary expense (Dec. only)$11,147,00088
YTD fiduciary net loss (Dec. only)$114,00052
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$3,362,00095
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$300,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,176,00063
YTD Gross Income employee benefit defined benefit$3,952,00022
YTD Gross Income from other retirement accounts$0345
YTD Gross Income corporate trust and agency$2,887,00018
Investment management and investment advisory agency accounts income$2,297,00087
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$234,000110
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$10,878,00084
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
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$201,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$835,00059
YTD Gross Income employee benefit defined benefit$2,562,00022
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$1,789,00019
Investment management and investment advisory agency accounts income$1,543,00084
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,000112
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$7,109,00088
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
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$95,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$429,00057
YTD Gross Income employee benefit defined benefit$1,297,00023
YTD Gross Income from other retirement accounts$0343
YTD Gross Income corporate trust and agency$842,00020
Investment management and investment advisory agency accounts income$759,00088
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000112
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,511,00088
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
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$322,000441
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,228,00049
YTD Gross Income employee benefit defined benefit$5,207,00023
YTD Gross Income from other retirement accounts$0494
YTD Gross Income corporate trust and agency$3,792,00017
Investment management and investment advisory agency accounts income$3,482,00067
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$45,00078
YTD Gross income custody and safekeeping agency accounts$335,000107
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$15,411,00071
YTD fiduciary expense (Dec. only)$11,938,00078
YTD fiduciary net loss (Dec. only)$164,00037
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$3,309,00086
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$238,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,672,00049
YTD Gross Income employee benefit defined benefit$4,069,00020
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$2,836,00016
Investment management and investment advisory agency accounts income$2,554,00068
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$300,000104
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$11,701,00071
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
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$160,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,127,00051
YTD Gross Income employee benefit defined benefit$2,815,00019
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$1,935,00017
Investment management and investment advisory agency accounts income$1,760,00070
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$216,00098
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,034,00072
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
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$85,000326
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$538,00051
YTD Gross Income employee benefit defined benefit$1,420,00019
YTD Gross Income from other retirement accounts$0349
YTD Gross Income corporate trust and agency$1,039,00018
Investment management and investment advisory agency accounts income$954,00071
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$163,00082
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$4,210,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$388,000393
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,299,00048
YTD Gross Income employee benefit defined benefit$5,382,00021
YTD Gross Income from other retirement accounts$0493
YTD Gross Income corporate trust and agency$4,328,00022
Investment management and investment advisory agency accounts income$3,443,00071
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$48,00087
YTD Gross income custody and safekeeping agency accounts$288,000121
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$16,176,00065
YTD fiduciary expense (Dec. only)$11,934,00081
YTD fiduciary net loss (Dec. only)$124,00045
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$4,118,00069
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$294,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,746,00048
YTD Gross Income employee benefit defined benefit$3,904,00023
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$3,146,00022
Investment management and investment advisory agency accounts income$2,561,00072
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$211,000121
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$11,898,00065
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
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$192,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,165,00048
YTD Gross Income employee benefit defined benefit$2,655,00023
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$1,942,00023
Investment management and investment advisory agency accounts income$1,707,00074
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,000124
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,825,00066
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
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$92,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$586,00048
YTD Gross Income employee benefit defined benefit$1,356,00022
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$877,00022
Investment management and investment advisory agency accounts income$836,00074
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000122
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,830,00066
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
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$707,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,475,00047
YTD Gross Income employee benefit defined benefit$4,149,00024
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$4,532,00024
Investment management and investment advisory agency accounts income$3,683,00067
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$57,00080
YTD Gross income custody and safekeeping agency accounts$303,000128
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$15,906,00066
YTD fiduciary expense (Dec. only)$10,607,00087
YTD fiduciary net loss (Dec. only)$131,00050
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$5,168,00062
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$588,000235
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,784,00048
YTD Gross Income employee benefit defined benefit$2,969,00026
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$3,553,00022
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$226,000127
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$11,863,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$432,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,130,00049
YTD Gross Income employee benefit defined benefit$1,938,00026
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$2,405,00022
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$152,000131
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$7,786,00069
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
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$225,000223
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$562,00050
YTD Gross Income employee benefit defined benefit$934,00027
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$1,100,00024
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$79,000123
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$3,743,00067
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$86,00076
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$14,584,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,947,00082
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
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$7,416,00083
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
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$3,672,00085
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
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$13,000146
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$14,775,00083
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
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$11,143,00080
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
2007-06-30Rank
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$7,243,00083
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
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$3,566,00084
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
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$34,000113
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,736,00085
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
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$10,088,00091
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
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$6,704,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,312,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$30,000135
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$12,415,00094
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,148,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,046,00095
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,971,00099
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 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$26,000132
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,998,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,753,00099
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 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$5,760,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
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$2,819,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,925,00098
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
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,896,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,911,000104
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,967,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$22,000155
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$11,366,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$50,000127
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$10,273,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,334,000122
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
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$8,181,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,323,000159
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,563,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,831,000220
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,314,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,534,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,939,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,316,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA