Home > Amarillo National Bank > Gross Fiduciary and Related Services Income

Amarillo National Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,225,000117
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,584,00054
YTD Gross Income employee benefit defined benefit$99,000116
YTD Gross Income from other retirement accounts$1,979,00099
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$7,747,000131
Foundation and endowment and agency accounts income$1,483,00065
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$8,000367
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$19,125,000120
YTD fiduciary expense (Dec. only)$15,141,000107
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$6,766,00030
YTD net fiduciary income (Dec. only)$10,750,00084
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$3,856,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,951,00052
YTD Gross Income employee benefit defined benefit$77,000132
YTD Gross Income from other retirement accounts$1,470,000101
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$5,902,000133
Foundation and endowment and agency accounts income$1,017,00069
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$5,000313
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$14,278,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,572,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,319,00048
YTD Gross Income employee benefit defined benefit$52,000152
YTD Gross Income from other retirement accounts$958,000100
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$3,549,000134
Foundation and endowment and agency accounts income$674,00068
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$5,000349
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$9,129,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,348,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$685,00047
YTD Gross Income employee benefit defined benefit$22,000115
YTD Gross Income from other retirement accounts$477,000105
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,748,00095
Foundation and endowment and agency accounts income$336,00070
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$3,000306
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$4,619,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,335,000123
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,836,00053
YTD Gross Income employee benefit defined benefit$118,000113
YTD Gross Income from other retirement accounts$1,924,000106
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$7,177,00093
Foundation and endowment and agency accounts income$1,461,00068
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$7,000373
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$18,858,000123
YTD fiduciary expense (Dec. only)$12,649,000117
YTD fiduciary net loss (Dec. only)$-26,000473
YTD fiduciary intracompany income (Dec. only)$5,957,00035
YTD net fiduciary income (Dec. only)$12,192,00082
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$3,903,000125
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,202,00052
YTD Gross Income employee benefit defined benefit$92,000108
YTD Gross Income from other retirement accounts$1,462,000106
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$5,359,00094
Foundation and endowment and agency accounts income$1,074,00067
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$5,000328
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$14,097,000125
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
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,687,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,543,00046
YTD Gross Income employee benefit defined benefit$61,000105
YTD Gross Income from other retirement accounts$982,000100
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$3,485,00084
Foundation and endowment and agency accounts income$712,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000332
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$9,475,000105
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
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,420,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$813,00046
YTD Gross Income employee benefit defined benefit$33,000101
YTD Gross Income from other retirement accounts$497,000101
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,712,00084
Foundation and endowment and agency accounts income$367,00061
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000288
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$4,845,000105
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
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,568,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,392,00044
YTD Gross Income employee benefit defined benefit$136,000101
YTD Gross Income from other retirement accounts$1,865,000106
YTD Gross Income corporate trust and agency$1,000135
Investment management and investment advisory agency accounts income$5,788,00091
Foundation and endowment and agency accounts income$1,492,00059
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$5,000346
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$18,247,000107
YTD fiduciary expense (Dec. only)$13,016,00098
YTD fiduciary net loss (Dec. only)$61,00071
YTD fiduciary intracompany income (Dec. only)$4,532,00023
YTD net fiduciary income (Dec. only)$9,702,00084
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,171,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,501,00045
YTD Gross Income employee benefit defined benefit$108,00095
YTD Gross Income from other retirement accounts$1,353,000108
YTD Gross Income corporate trust and agency$1,000109
Investment management and investment advisory agency accounts income$4,074,00095
Foundation and endowment and agency accounts income$1,108,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000297
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$13,318,000108
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
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,760,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,648,00044
YTD Gross Income employee benefit defined benefit$67,000105
YTD Gross Income from other retirement accounts$877,000111
YTD Gross Income corporate trust and agency$1,000116
Investment management and investment advisory agency accounts income$2,425,000104
Foundation and endowment and agency accounts income$800,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000341
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$8,580,000109
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
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,380,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$828,00046
YTD Gross Income employee benefit defined benefit$34,000101
YTD Gross Income from other retirement accounts$421,000110
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,102,000107
Foundation and endowment and agency accounts income$385,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0299
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$4,150,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,338,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,092,00044
YTD Gross Income employee benefit defined benefit$124,000106
YTD Gross Income from other retirement accounts$1,636,000106
YTD Gross Income corporate trust and agency$3,000124
Investment management and investment advisory agency accounts income$4,152,000108
Foundation and endowment and agency accounts income$1,444,00056
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$11,000333
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$14,800,000113
YTD fiduciary expense (Dec. only)$11,930,00098
YTD fiduciary net loss (Dec. only)$7,000133
YTD fiduciary intracompany income (Dec. only)$4,102,00023
YTD net fiduciary income (Dec. only)$6,965,00084
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,152,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,301,00045
YTD Gross Income employee benefit defined benefit$97,000103
YTD Gross Income from other retirement accounts$1,067,000112
YTD Gross Income corporate trust and agency$2,000105
Investment management and investment advisory agency accounts income$3,125,000106
Foundation and endowment and agency accounts income$1,049,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000291
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$10,796,000112
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
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,194,000111
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,505,00046
YTD Gross Income employee benefit defined benefit$55,000112
YTD Gross Income from other retirement accounts$704,000114
YTD Gross Income corporate trust and agency$2,000110
Investment management and investment advisory agency accounts income$2,118,000103
Foundation and endowment and agency accounts income$695,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000336
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$7,276,000112
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
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,200,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$807,00043
YTD Gross Income employee benefit defined benefit$31,000100
YTD Gross Income from other retirement accounts$363,000113
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$2,000312
Foundation and endowment and agency accounts income$1,142,00028
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$359,00064
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$3,904,000113
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
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,291,000109
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,033,00033
YTD Gross Income employee benefit defined benefit$130,000109
YTD Gross Income from other retirement accounts$1,254,000118
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$4,054,000104
Foundation and endowment and agency accounts income$1,391,00055
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$31,000294
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$15,184,000111
YTD fiduciary expense (Dec. only)$11,646,000106
YTD fiduciary net loss (Dec. only)$6,000118
YTD fiduciary intracompany income (Dec. only)$3,954,00028
YTD net fiduciary income (Dec. only)$7,486,00075
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,158,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,885,00038
YTD Gross Income employee benefit defined benefit$92,000109
YTD Gross Income from other retirement accounts$899,000118
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$2,977,000104
Foundation and endowment and agency accounts income$1,012,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000263
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$11,048,000113
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
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,143,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,837,00039
YTD Gross Income employee benefit defined benefit$50,000115
YTD Gross Income from other retirement accounts$583,000122
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,993,000104
Foundation and endowment and agency accounts income$671,00056
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000283
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$7,295,000114
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
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,129,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$779,00046
YTD Gross Income employee benefit defined benefit$17,000122
YTD Gross Income from other retirement accounts$285,000122
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,027,000102
Foundation and endowment and agency accounts income$337,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000274
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,584,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,377,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,584,00052
YTD Gross Income employee benefit defined benefit$132,000111
YTD Gross Income from other retirement accounts$1,107,000123
YTD Gross Income corporate trust and agency$3,000135
Investment management and investment advisory agency accounts income$3,269,000118
Foundation and endowment and agency accounts income$1,445,00055
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$14,000368
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$12,931,000121
YTD fiduciary expense (Dec. only)$9,618,000115
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$3,641,00027
YTD net fiduciary income (Dec. only)$6,954,00084
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$3,259,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,981,00051
YTD Gross Income employee benefit defined benefit$97,000109
YTD Gross Income from other retirement accounts$804,000127
YTD Gross Income corporate trust and agency$2,000114
Investment management and investment advisory agency accounts income$2,426,000119
Foundation and endowment and agency accounts income$1,075,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000333
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$9,653,000122
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
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$2,230,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,329,00052
YTD Gross Income employee benefit defined benefit$71,000108
YTD Gross Income from other retirement accounts$527,000125
YTD Gross Income corporate trust and agency$2,000107
Investment management and investment advisory agency accounts income$1,599,000119
Foundation and endowment and agency accounts income$719,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000334
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$6,482,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,195,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$648,00052
YTD Gross Income employee benefit defined benefit$31,000112
YTD Gross Income from other retirement accounts$264,000128
YTD Gross Income corporate trust and agency$2,00099
Investment management and investment advisory agency accounts income$776,000122
Foundation and endowment and agency accounts income$372,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0347
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,288,000119
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
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$4,224,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,444,00054
YTD Gross Income employee benefit defined benefit$145,000112
YTD Gross Income from other retirement accounts$981,000125
YTD Gross Income corporate trust and agency$2,000166
Investment management and investment advisory agency accounts income$2,782,000124
Foundation and endowment and agency accounts income$1,244,00055
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$4,000432
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$11,826,000119
YTD fiduciary expense (Dec. only)$9,664,000113
YTD fiduciary net loss (Dec. only)$8,000127
YTD fiduciary intracompany income (Dec. only)$3,626,00024
YTD net fiduciary income (Dec. only)$5,780,00089
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$3,124,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,764,00055
YTD Gross Income employee benefit defined benefit$123,000104
YTD Gross Income from other retirement accounts$712,000127
YTD Gross Income corporate trust and agency$2,000122
Investment management and investment advisory agency accounts income$2,044,000123
Foundation and endowment and agency accounts income$914,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000343
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,685,000119
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
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$2,109,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,149,00054
YTD Gross Income employee benefit defined benefit$94,00097
YTD Gross Income from other retirement accounts$477,000127
YTD Gross Income corporate trust and agency$2,000108
Investment management and investment advisory agency accounts income$1,342,000125
Foundation and endowment and agency accounts income$602,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000341
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,777,000119
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
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,105,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$552,00055
YTD Gross Income employee benefit defined benefit$51,00093
YTD Gross Income from other retirement accounts$237,000122
YTD Gross Income corporate trust and agency$2,00094
Investment management and investment advisory agency accounts income$672,000124
Foundation and endowment and agency accounts income$297,00055
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0349
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,916,000117
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
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$4,134,00097
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,125,00057
YTD Gross Income employee benefit defined benefit$232,00087
YTD Gross Income from other retirement accounts$876,000127
YTD Gross Income corporate trust and agency$1,000176
Investment management and investment advisory agency accounts income$2,289,000130
Foundation and endowment and agency accounts income$1,160,00056
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$6,000428
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$10,823,000119
YTD fiduciary expense (Dec. only)$9,305,000108
YTD fiduciary net loss (Dec. only)$2,000153
YTD fiduciary intracompany income (Dec. only)$3,454,00024
YTD net fiduciary income (Dec. only)$4,970,00089
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$3,036,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,556,00057
YTD Gross Income employee benefit defined benefit$174,00088
YTD Gross Income from other retirement accounts$639,000121
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$1,640,000133
Foundation and endowment and agency accounts income$846,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000337
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$7,895,000119
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
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,047,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,004,00058
YTD Gross Income employee benefit defined benefit$113,00087
YTD Gross Income from other retirement accounts$422,000122
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,064,000137
Foundation and endowment and agency accounts income$558,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000333
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$5,211,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,072,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$495,00057
YTD Gross Income employee benefit defined benefit$55,00089
YTD Gross Income from other retirement accounts$213,000118
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$540,000134
Foundation and endowment and agency accounts income$268,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000325
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,645,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,617,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,091,00056
YTD Gross Income employee benefit defined benefit$236,00090
YTD Gross Income from other retirement accounts$824,000128
YTD Gross Income corporate trust and agency$4,000155
Investment management and investment advisory agency accounts income$2,458,000125
Foundation and endowment and agency accounts income$1,152,00055
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$6,000439
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$11,388,000115
YTD fiduciary expense (Dec. only)$9,507,000110
YTD fiduciary net loss (Dec. only)$10,000115
YTD fiduciary intracompany income (Dec. only)$3,812,00022
YTD net fiduciary income (Dec. only)$5,683,00076
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$3,499,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,563,00056
YTD Gross Income employee benefit defined benefit$177,00091
YTD Gross Income from other retirement accounts$597,000129
YTD Gross Income corporate trust and agency$2,000126
Investment management and investment advisory agency accounts income$1,819,000125
Foundation and endowment and agency accounts income$822,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000348
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$8,481,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,423,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,048,00058
YTD Gross Income employee benefit defined benefit$120,00093
YTD Gross Income from other retirement accounts$392,000129
YTD Gross Income corporate trust and agency$2,000116
Investment management and investment advisory agency accounts income$1,202,000127
Foundation and endowment and agency accounts income$524,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000349
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$5,713,000117
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
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$1,290,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$503,00056
YTD Gross Income employee benefit defined benefit$60,00090
YTD Gross Income from other retirement accounts$192,000129
YTD Gross Income corporate trust and agency$2,000100
Investment management and investment advisory agency accounts income$596,000129
Foundation and endowment and agency accounts income$252,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000340
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$2,897,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,518,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,025,00058
YTD Gross Income employee benefit defined benefit$233,00093
YTD Gross Income from other retirement accounts$832,000119
YTD Gross Income corporate trust and agency$2,000176
Investment management and investment advisory agency accounts income$2,503,000121
Foundation and endowment and agency accounts income$1,533,00046
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$2,000470
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$12,648,000109
YTD fiduciary expense (Dec. only)$10,182,000107
YTD fiduciary net loss (Dec. only)$7,000136
YTD fiduciary intracompany income (Dec. only)$4,827,00023
YTD net fiduciary income (Dec. only)$7,286,00069
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$4,086,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,498,00057
YTD Gross Income employee benefit defined benefit$172,00092
YTD Gross Income from other retirement accounts$587,000122
YTD Gross Income corporate trust and agency$2,000127
Investment management and investment advisory agency accounts income$1,832,000120
Foundation and endowment and agency accounts income$1,240,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000352
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$9,419,000107
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
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$2,687,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$987,00057
YTD Gross Income employee benefit defined benefit$114,00094
YTD Gross Income from other retirement accounts$384,000122
YTD Gross Income corporate trust and agency$2,000115
Investment management and investment advisory agency accounts income$1,185,000122
Foundation and endowment and agency accounts income$483,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000344
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$5,844,000109
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
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,428,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$486,00058
YTD Gross Income employee benefit defined benefit$57,00095
YTD Gross Income from other retirement accounts$194,000119
YTD Gross Income corporate trust and agency$2,000101
Investment management and investment advisory agency accounts income$571,000126
Foundation and endowment and agency accounts income$257,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000339
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,996,000108
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
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$5,131,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,890,00060
YTD Gross Income employee benefit defined benefit$220,00096
YTD Gross Income from other retirement accounts$716,000123
YTD Gross Income corporate trust and agency$3,000166
Investment management and investment advisory agency accounts income$2,522,000114
Foundation and endowment and agency accounts income$946,00055
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$12,000417
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$11,440,000110
YTD fiduciary expense (Dec. only)$10,248,00098
YTD fiduciary net loss (Dec. only)$2,000164
YTD fiduciary intracompany income (Dec. only)$4,905,00024
YTD net fiduciary income (Dec. only)$6,095,00070
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$3,693,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,372,00060
YTD Gross Income employee benefit defined benefit$161,00091
YTD Gross Income from other retirement accounts$504,000126
YTD Gross Income corporate trust and agency$3,000119
Investment management and investment advisory agency accounts income$1,959,000106
Foundation and endowment and agency accounts income$706,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000310
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$8,410,000109
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
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$2,479,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$903,00062
YTD Gross Income employee benefit defined benefit$107,00091
YTD Gross Income from other retirement accounts$331,000127
YTD Gross Income corporate trust and agency$2,000117
Investment management and investment advisory agency accounts income$1,386,00099
Foundation and endowment and agency accounts income$442,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000308
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$5,660,000108
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
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,245,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$449,00061
YTD Gross Income employee benefit defined benefit$58,00088
YTD Gross Income from other retirement accounts$171,000121
YTD Gross Income corporate trust and agency$2,000101
Investment management and investment advisory agency accounts income$900,00082
Foundation and endowment and agency accounts income$216,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000285
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,049,000102
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
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$4,387,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,940,00055
YTD Gross Income employee benefit defined benefit$220,00094
YTD Gross Income from other retirement accounts$546,000143
YTD Gross Income corporate trust and agency$2,000173
Investment management and investment advisory agency accounts income$1,899,000125
Foundation and endowment and agency accounts income$931,00049
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$12,000403
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$9,937,000109
YTD fiduciary expense (Dec. only)$8,730,000103
YTD fiduciary net loss (Dec. only)$2,000162
YTD fiduciary intracompany income (Dec. only)$3,687,00025
YTD net fiduciary income (Dec. only)$4,892,00068
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$3,198,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,424,00052
YTD Gross Income employee benefit defined benefit$157,00095
YTD Gross Income from other retirement accounts$377,000146
YTD Gross Income corporate trust and agency$1,000130
Investment management and investment advisory agency accounts income$1,393,000121
Foundation and endowment and agency accounts income$698,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000305
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$7,260,000110
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
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$2,153,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$935,00053
YTD Gross Income employee benefit defined benefit$106,00093
YTD Gross Income from other retirement accounts$253,000150
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$850,000131
Foundation and endowment and agency accounts income$462,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000293
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$4,771,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,102,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$430,00056
YTD Gross Income employee benefit defined benefit$58,00091
YTD Gross Income from other retirement accounts$131,000147
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$435,000127
Foundation and endowment and agency accounts income$260,00047
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000313
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,418,000114
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
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$4,389,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,875,00056
YTD Gross Income employee benefit defined benefit$213,00096
YTD Gross Income from other retirement accounts$475,000146
YTD Gross Income corporate trust and agency$5,000168
Investment management and investment advisory agency accounts income$1,776,000116
Foundation and endowment and agency accounts income$790,00050
YTD Gross income other trust and agency accounts$2,000149
YTD Gross income custody and safekeeping agency accounts$12,000397
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$9,537,00098
YTD fiduciary expense (Dec. only)$8,832,00095
YTD fiduciary net loss (Dec. only)$13,000119
YTD fiduciary intracompany income (Dec. only)$3,902,00027
YTD net fiduciary income (Dec. only)$4,594,00068
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$3,259,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,366,00057
YTD Gross Income employee benefit defined benefit$159,00095
YTD Gross Income from other retirement accounts$334,000153
YTD Gross Income corporate trust and agency$2,000136
Investment management and investment advisory agency accounts income$1,366,000116
Foundation and endowment and agency accounts income$585,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000302
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,085,00099
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
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$2,155,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$905,00057
YTD Gross Income employee benefit defined benefit$91,00096
YTD Gross Income from other retirement accounts$215,000151
YTD Gross Income corporate trust and agency$2,000132
Investment management and investment advisory agency accounts income$938,000116
Foundation and endowment and agency accounts income$371,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000286
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,691,00099
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
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,135,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$442,00058
YTD Gross Income employee benefit defined benefit$46,00099
YTD Gross Income from other retirement accounts$112,000155
YTD Gross Income corporate trust and agency$2,000113
Investment management and investment advisory agency accounts income$457,000117
Foundation and endowment and agency accounts income$205,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000321
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,402,00096
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
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$3,942,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,640,00063
YTD Gross Income employee benefit defined benefit$164,000103
YTD Gross Income from other retirement accounts$399,000158
YTD Gross Income corporate trust and agency$3,000193
Investment management and investment advisory agency accounts income$1,548,000123
Foundation and endowment and agency accounts income$606,00054
YTD Gross income other trust and agency accounts$17,000117
YTD Gross income custody and safekeeping agency accounts$11,000416
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$8,330,000101
YTD fiduciary expense (Dec. only)$8,553,00096
YTD fiduciary net loss (Dec. only)$3,000157
YTD fiduciary intracompany income (Dec. only)$3,539,00026
YTD net fiduciary income (Dec. only)$3,313,00087
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,836,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,196,00063
YTD Gross Income employee benefit defined benefit$117,00099
YTD Gross Income from other retirement accounts$275,000163
YTD Gross Income corporate trust and agency$3,000141
Investment management and investment advisory agency accounts income$1,127,000121
Foundation and endowment and agency accounts income$445,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000310
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$6,026,000103
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
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,851,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$786,00067
YTD Gross Income employee benefit defined benefit$81,000100
YTD Gross Income from other retirement accounts$188,000161
YTD Gross Income corporate trust and agency$2,000140
Investment management and investment advisory agency accounts income$757,000125
Foundation and endowment and agency accounts income$299,00052
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000303
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,991,000105
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
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$897,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$373,00066
YTD Gross Income employee benefit defined benefit$42,000101
YTD Gross Income from other retirement accounts$98,000157
YTD Gross Income corporate trust and agency$2,000119
Investment management and investment advisory agency accounts income$368,000125
Foundation and endowment and agency accounts income$146,00053
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000318
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,937,000107
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
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$3,377,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,274,00073
YTD Gross Income employee benefit defined benefit$156,000101
YTD Gross Income from other retirement accounts$339,000167
YTD Gross Income corporate trust and agency$3,000202
Investment management and investment advisory agency accounts income$1,198,000145
Foundation and endowment and agency accounts income$576,00047
YTD Gross income other trust and agency accounts$30,000107
YTD Gross income custody and safekeeping agency accounts$10,000419
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$6,963,000114
YTD fiduciary expense (Dec. only)$7,955,00099
YTD fiduciary net loss (Dec. only)$44,00081
YTD fiduciary intracompany income (Dec. only)$3,162,00026
YTD net fiduciary income (Dec. only)$2,126,000111
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$2,853,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$921,00073
YTD Gross Income employee benefit defined benefit$108,00099
YTD Gross Income from other retirement accounts$221,000175
YTD Gross Income corporate trust and agency$3,000139
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$10,000301
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$5,093,000116
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
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,858,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$585,00074
YTD Gross Income employee benefit defined benefit$71,000101
YTD Gross Income from other retirement accounts$143,000179
YTD Gross Income corporate trust and agency$2,000136
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000302
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$3,290,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$939,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$291,00074
YTD Gross Income employee benefit defined benefit$36,00099
YTD Gross Income from other retirement accounts$71,000180
YTD Gross Income corporate trust and agency$2,000119
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$2,000315
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,666,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$37,000112
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,221,000112
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
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$6,098,000116
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
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$3,979,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,959,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$20,000134
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,666,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,645,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,621,000129
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
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$1,788,000129
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
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$5,000153
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,213,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,418,000129
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
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$3,675,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,898,000125
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
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$1,000207
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,925,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,105,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,406,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,770,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,000183
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,500,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,766,000130
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
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$3,201,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,583,000132
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,760,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,140,000149
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,659,000159
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
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$1,354,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,000207
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,200,000162
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,647,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,611,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,800,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,257,000188
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,709,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,044,000245
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,594,000271
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,400,000281
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,450,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,142,000297
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA