Home > Bank OZK > Gross Fiduciary and Related Services Income

Bank OZK, 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$3,527,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$353,000139
YTD Gross Income employee benefit defined benefit$132,00097
YTD Gross Income from other retirement accounts$650,000214
YTD Gross Income corporate trust and agency$1,265,00034
Investment management and investment advisory agency accounts income$2,357,000208
Foundation and endowment and agency accounts income$48,000295
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$192,000182
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,524,000197
YTD fiduciary expense (Dec. only)$7,488,000162
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$356,00071
YTD net fiduciary income (Dec. only)$1,392,000252
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$2,648,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$256,000128
YTD Gross Income employee benefit defined benefit$97,000108
YTD Gross Income from other retirement accounts$494,000199
YTD Gross Income corporate trust and agency$889,00035
Investment management and investment advisory agency accounts income$1,782,000206
Foundation and endowment and agency accounts income$36,000251
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$156,000165
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$6,358,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,763,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000135
YTD Gross Income employee benefit defined benefit$62,000142
YTD Gross Income from other retirement accounts$332,000208
YTD Gross Income corporate trust and agency$550,00033
Investment management and investment advisory agency accounts income$1,154,000204
Foundation and endowment and agency accounts income$24,000290
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$87,000185
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$4,146,000195
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$862,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000133
YTD Gross Income employee benefit defined benefit$17,000121
YTD Gross Income from other retirement accounts$162,000213
YTD Gross Income corporate trust and agency$304,00037
Investment management and investment advisory agency accounts income$550,000173
Foundation and endowment and agency accounts income$12,000252
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$41,000186
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,033,000203
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
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$3,297,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$333,000149
YTD Gross Income employee benefit defined benefit$108,000116
YTD Gross Income from other retirement accounts$652,000227
YTD Gross Income corporate trust and agency$1,287,00034
Investment management and investment advisory agency accounts income$2,069,000181
Foundation and endowment and agency accounts income$46,000306
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$198,000166
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$7,990,000211
YTD fiduciary expense (Dec. only)$6,875,000166
YTD fiduciary net loss (Dec. only)$14,000134
YTD fiduciary intracompany income (Dec. only)$344,00081
YTD net fiduciary income (Dec. only)$1,445,000273
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$2,436,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$251,000144
YTD Gross Income employee benefit defined benefit$80,000115
YTD Gross Income from other retirement accounts$495,000214
YTD Gross Income corporate trust and agency$988,00037
Investment management and investment advisory agency accounts income$1,569,000182
Foundation and endowment and agency accounts income$35,000263
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$158,000158
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$6,012,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,658,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000144
YTD Gross Income employee benefit defined benefit$55,000110
YTD Gross Income from other retirement accounts$329,000209
YTD Gross Income corporate trust and agency$624,00029
Investment management and investment advisory agency accounts income$1,068,000164
Foundation and endowment and agency accounts income$24,000279
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000167
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,005,000180
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$902,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000141
YTD Gross Income employee benefit defined benefit$28,000105
YTD Gross Income from other retirement accounts$166,000204
YTD Gross Income corporate trust and agency$322,00028
Investment management and investment advisory agency accounts income$538,000167
Foundation and endowment and agency accounts income$13,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000154
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,094,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,335,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$353,000143
YTD Gross Income employee benefit defined benefit$103,000113
YTD Gross Income from other retirement accounts$597,000230
YTD Gross Income corporate trust and agency$1,780,00026
Investment management and investment advisory agency accounts income$2,088,000168
Foundation and endowment and agency accounts income$54,000269
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$196,000150
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$8,506,000172
YTD fiduciary expense (Dec. only)$6,766,000141
YTD fiduciary net loss (Dec. only)$238,00033
YTD fiduciary intracompany income (Dec. only)$371,00068
YTD net fiduciary income (Dec. only)$1,873,000219
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$2,473,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$268,000136
YTD Gross Income employee benefit defined benefit$72,000109
YTD Gross Income from other retirement accounts$447,000217
YTD Gross Income corporate trust and agency$1,347,00025
Investment management and investment advisory agency accounts income$1,560,000166
Foundation and endowment and agency accounts income$40,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000139
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$6,365,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,625,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$174,000143
YTD Gross Income employee benefit defined benefit$47,000116
YTD Gross Income from other retirement accounts$293,000227
YTD Gross Income corporate trust and agency$849,00026
Investment management and investment advisory agency accounts income$1,021,000168
Foundation and endowment and agency accounts income$26,000263
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$83,000162
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,118,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$812,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$85,000140
YTD Gross Income employee benefit defined benefit$23,000110
YTD Gross Income from other retirement accounts$147,000219
YTD Gross Income corporate trust and agency$583,00025
Investment management and investment advisory agency accounts income$496,000171
Foundation and endowment and agency accounts income$13,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000149
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,206,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,066,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$343,000141
YTD Gross Income employee benefit defined benefit$75,000122
YTD Gross Income from other retirement accounts$517,000228
YTD Gross Income corporate trust and agency$1,505,00028
Investment management and investment advisory agency accounts income$1,790,000172
Foundation and endowment and agency accounts income$48,000263
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$200,000148
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$7,544,000170
YTD fiduciary expense (Dec. only)$6,927,000132
YTD fiduciary net loss (Dec. only)$2,000160
YTD fiduciary intracompany income (Dec. only)$276,00078
YTD net fiduciary income (Dec. only)$891,000266
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$2,258,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$252,000135
YTD Gross Income employee benefit defined benefit$53,000119
YTD Gross Income from other retirement accounts$398,000208
YTD Gross Income corporate trust and agency$1,147,00028
Investment management and investment advisory agency accounts income$1,331,000165
Foundation and endowment and agency accounts income$35,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,000137
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$5,635,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,493,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000144
YTD Gross Income employee benefit defined benefit$34,000127
YTD Gross Income from other retirement accounts$265,000219
YTD Gross Income corporate trust and agency$742,00031
Investment management and investment advisory agency accounts income$885,000165
Foundation and endowment and agency accounts income$23,000261
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000154
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$3,698,000170
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$750,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000134
YTD Gross Income employee benefit defined benefit$18,000119
YTD Gross Income from other retirement accounts$143,000203
YTD Gross Income corporate trust and agency$418,00031
Investment management and investment advisory agency accounts income$457,000162
Foundation and endowment and agency accounts income$12,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000137
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,939,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,113,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$352,000143
YTD Gross Income employee benefit defined benefit$52,000137
YTD Gross Income from other retirement accounts$505,000218
YTD Gross Income corporate trust and agency$1,571,00030
Investment management and investment advisory agency accounts income$1,704,000173
Foundation and endowment and agency accounts income$48,000253
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$209,000146
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$7,554,000170
YTD fiduciary expense (Dec. only)$6,181,000143
YTD fiduciary net loss (Dec. only)$2,000138
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,371,000213
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$2,294,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$265,000139
YTD Gross Income employee benefit defined benefit$37,000131
YTD Gross Income from other retirement accounts$376,000212
YTD Gross Income corporate trust and agency$1,113,00031
Investment management and investment advisory agency accounts income$1,259,000172
Foundation and endowment and agency accounts income$36,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000139
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,544,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,538,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$179,000142
YTD Gross Income employee benefit defined benefit$22,000139
YTD Gross Income from other retirement accounts$246,000220
YTD Gross Income corporate trust and agency$649,00034
Investment management and investment advisory agency accounts income$824,000176
Foundation and endowment and agency accounts income$24,000250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000156
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,569,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$731,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$88,000142
YTD Gross Income employee benefit defined benefit$10,000139
YTD Gross Income from other retirement accounts$120,000220
YTD Gross Income corporate trust and agency$324,00033
Investment management and investment advisory agency accounts income$401,000175
Foundation and endowment and agency accounts income$11,000250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000149
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,730,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,119,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$290,000163
YTD Gross Income employee benefit defined benefit$109,000119
YTD Gross Income from other retirement accounts$397,000244
YTD Gross Income corporate trust and agency$1,264,00031
Investment management and investment advisory agency accounts income$1,504,000193
Foundation and endowment and agency accounts income$44,000286
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$208,000149
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$6,935,000175
YTD fiduciary expense (Dec. only)$0480
YTD fiduciary net loss (Dec. only)$85,00061
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$6,850,00086
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$2,297,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000200
YTD Gross Income employee benefit defined benefit$181,00088
YTD Gross Income from other retirement accounts$285,000243
YTD Gross Income corporate trust and agency$944,00032
Investment management and investment advisory agency accounts income$1,106,000192
Foundation and endowment and agency accounts income$33,000257
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,000143
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$5,114,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,538,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000185
YTD Gross Income employee benefit defined benefit$87,00099
YTD Gross Income from other retirement accounts$170,000257
YTD Gross Income corporate trust and agency$643,00031
Investment management and investment advisory agency accounts income$733,000192
Foundation and endowment and agency accounts income$22,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$89,000156
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,384,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$827,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000191
YTD Gross Income employee benefit defined benefit$42,000104
YTD Gross Income from other retirement accounts$86,000255
YTD Gross Income corporate trust and agency$361,00032
Investment management and investment advisory agency accounts income$371,000189
Foundation and endowment and agency accounts income$11,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000157
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,793,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,956,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$235,000179
YTD Gross Income employee benefit defined benefit$180,000103
YTD Gross Income from other retirement accounts$261,000283
YTD Gross Income corporate trust and agency$1,553,00031
Investment management and investment advisory agency accounts income$1,220,000202
Foundation and endowment and agency accounts income$28,000304
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$258,000128
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$6,691,000174
YTD fiduciary expense (Dec. only)$5,110,000156
YTD fiduciary net loss (Dec. only)$22,00099
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,559,000194
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$2,221,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$181,000171
YTD Gross Income employee benefit defined benefit$132,000100
YTD Gross Income from other retirement accounts$184,000268
YTD Gross Income corporate trust and agency$1,122,00030
Investment management and investment advisory agency accounts income$893,000202
Foundation and endowment and agency accounts income$20,000258
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$209,000116
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,962,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,411,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$128,000162
YTD Gross Income employee benefit defined benefit$134,00085
YTD Gross Income from other retirement accounts$114,000273
YTD Gross Income corporate trust and agency$794,00034
Investment management and investment advisory agency accounts income$584,000206
Foundation and endowment and agency accounts income$14,000259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000245
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,208,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$716,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000160
YTD Gross Income employee benefit defined benefit$71,00082
YTD Gross Income from other retirement accounts$54,000275
YTD Gross Income corporate trust and agency$413,00031
Investment management and investment advisory agency accounts income$293,000201
Foundation and endowment and agency accounts income$7,000261
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000129
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,676,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,780,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$317,000160
YTD Gross Income employee benefit defined benefit$259,00083
YTD Gross Income from other retirement accounts$219,000299
YTD Gross Income corporate trust and agency$1,674,00030
Investment management and investment advisory agency accounts income$1,000,000219
Foundation and endowment and agency accounts income$27,000297
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$243,000137
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$6,519,000170
YTD fiduciary expense (Dec. only)$4,426,000163
YTD fiduciary net loss (Dec. only)$101,00055
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,992,000157
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$2,094,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$248,000154
YTD Gross Income employee benefit defined benefit$188,00083
YTD Gross Income from other retirement accounts$167,000269
YTD Gross Income corporate trust and agency$1,238,00030
Investment management and investment advisory agency accounts income$729,000217
Foundation and endowment and agency accounts income$20,000256
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$184,000129
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$4,868,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,421,000128
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000148
YTD Gross Income employee benefit defined benefit$130,00082
YTD Gross Income from other retirement accounts$100,000281
YTD Gross Income corporate trust and agency$724,00034
Investment management and investment advisory agency accounts income$465,000217
Foundation and endowment and agency accounts income$13,000259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$103,000144
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,143,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$678,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$79,000155
YTD Gross Income employee benefit defined benefit$74,00082
YTD Gross Income from other retirement accounts$46,000291
YTD Gross Income corporate trust and agency$381,00031
Investment management and investment advisory agency accounts income$223,000222
Foundation and endowment and agency accounts income$6,000258
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000142
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,539,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,751,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$307,000167
YTD Gross Income employee benefit defined benefit$362,00076
YTD Gross Income from other retirement accounts$168,000335
YTD Gross Income corporate trust and agency$1,460,00029
Investment management and investment advisory agency accounts income$839,000236
Foundation and endowment and agency accounts income$27,000310
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$237,000142
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$6,151,000173
YTD fiduciary expense (Dec. only)$4,257,000175
YTD fiduciary net loss (Dec. only)$90,00050
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,804,000172
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$2,056,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$231,000162
YTD Gross Income employee benefit defined benefit$306,00075
YTD Gross Income from other retirement accounts$125,000296
YTD Gross Income corporate trust and agency$1,085,00028
Investment management and investment advisory agency accounts income$612,000240
Foundation and endowment and agency accounts income$22,000255
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$180,000139
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,617,000174
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,368,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000165
YTD Gross Income employee benefit defined benefit$221,00075
YTD Gross Income from other retirement accounts$83,000300
YTD Gross Income corporate trust and agency$600,00034
Investment management and investment advisory agency accounts income$405,000240
Foundation and endowment and agency accounts income$16,000251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$113,000148
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,958,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$723,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$75,000163
YTD Gross Income employee benefit defined benefit$69,00086
YTD Gross Income from other retirement accounts$37,000305
YTD Gross Income corporate trust and agency$304,00033
Investment management and investment advisory agency accounts income$195,000241
Foundation and endowment and agency accounts income$10,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000146
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$1,470,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,513,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$274,000175
YTD Gross Income employee benefit defined benefit$413,00074
YTD Gross Income from other retirement accounts$129,000357
YTD Gross Income corporate trust and agency$1,335,00029
Investment management and investment advisory agency accounts income$723,000258
Foundation and endowment and agency accounts income$50,000271
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$296,000124
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$5,733,000182
YTD fiduciary expense (Dec. only)$1,000569
YTD fiduciary net loss (Dec. only)$9,000123
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$5,723,00078
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$1,857,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$202,000170
YTD Gross Income employee benefit defined benefit$306,00073
YTD Gross Income from other retirement accounts$92,000310
YTD Gross Income corporate trust and agency$965,00032
Investment management and investment advisory agency accounts income$529,000251
Foundation and endowment and agency accounts income$42,000226
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$229,000118
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$4,222,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,189,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$139,000170
YTD Gross Income employee benefit defined benefit$195,00073
YTD Gross Income from other retirement accounts$61,000309
YTD Gross Income corporate trust and agency$615,00029
Investment management and investment advisory agency accounts income$343,000253
Foundation and endowment and agency accounts income$34,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$164,000121
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,740,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$597,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$67,000173
YTD Gross Income employee benefit defined benefit$94,00079
YTD Gross Income from other retirement accounts$34,000305
YTD Gross Income corporate trust and agency$290,00030
Investment management and investment advisory agency accounts income$153,000263
Foundation and endowment and agency accounts income$23,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000118
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,335,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,688,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$342,000155
YTD Gross Income employee benefit defined benefit$280,00082
YTD Gross Income from other retirement accounts$0504
YTD Gross Income corporate trust and agency$1,226,00031
Investment management and investment advisory agency accounts income$451,000305
Foundation and endowment and agency accounts income$0342
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$245,000135
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$4,232,000203
YTD fiduciary expense (Dec. only)$2,938,000203
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$1,294,000184
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$1,111,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$247,000155
YTD Gross Income employee benefit defined benefit$179,00085
YTD Gross Income from other retirement accounts$0356
YTD Gross Income corporate trust and agency$901,00031
Investment management and investment advisory agency accounts income$335,000274
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0345
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,921,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$611,000214
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$153,000161
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$97,000268
YTD Gross Income corporate trust and agency$597,00031
Investment management and investment advisory agency accounts income$230,000269
Foundation and endowment and agency accounts income$0259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$102,000141
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,790,000229
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$311,000213
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000165
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$47,000270
YTD Gross Income corporate trust and agency$322,00027
Investment management and investment advisory agency accounts income$106,000275
Foundation and endowment and agency accounts income$0262
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000144
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$911,000223
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,204,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$416,000147
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$6,000478
YTD Gross Income corporate trust and agency$1,214,00031
Investment management and investment advisory agency accounts income$369,000311
Foundation and endowment and agency accounts income$0335
YTD Gross income other trust and agency accounts$4,000144
YTD Gross income custody and safekeeping agency accounts$283,000118
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$3,496,000221
YTD fiduciary expense (Dec. only)$2,091,000239
YTD fiduciary net loss (Dec. only)$41,00074
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,364,000161
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$864,000217
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$294,000144
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$4,000343
YTD Gross Income corporate trust and agency$939,00031
Investment management and investment advisory agency accounts income$252,000280
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$201,000119
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,558,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$566,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000141
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$2,000345
YTD Gross Income corporate trust and agency$587,00031
Investment management and investment advisory agency accounts income$175,000277
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$136,000118
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,683,000224
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$280,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$115,000134
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$1,000341
YTD Gross Income corporate trust and agency$236,00034
Investment management and investment advisory agency accounts income$83,000275
Foundation and endowment and agency accounts income$0251
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000121
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$785,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,163,000216
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$264,000172
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$6,000476
YTD Gross Income corporate trust and agency$1,240,00032
Investment management and investment advisory agency accounts income$401,000290
Foundation and endowment and agency accounts income$0331
YTD Gross income other trust and agency accounts$3,000143
YTD Gross income custody and safekeeping agency accounts$161,000163
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,238,000192
YTD fiduciary expense (Dec. only)$2,094,000238
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,143,000178
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$890,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$211,000165
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$3,000342
YTD Gross Income corporate trust and agency$905,00032
Investment management and investment advisory agency accounts income$290,000268
Foundation and endowment and agency accounts income$0252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$117,000158
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,419,000194
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$542,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000158
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$2,000344
YTD Gross Income corporate trust and agency$600,00035
Investment management and investment advisory agency accounts income$208,000264
Foundation and endowment and agency accounts income$0253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000159
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,601,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$294,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$84,000158
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$2,000345
YTD Gross Income corporate trust and agency$267,00035
Investment management and investment advisory agency accounts income$102,000270
Foundation and endowment and agency accounts income$0250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000158
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$790,000202
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$930,000230
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000254
YTD Gross Income employee benefit defined benefit$6,000249
YTD Gross Income from other retirement accounts$182,000275
YTD Gross Income corporate trust and agency$1,656,00030
Investment management and investment advisory agency accounts income$334,000309
Foundation and endowment and agency accounts income$0329
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$223,000136
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$3,432,000183
YTD fiduciary expense (Dec. only)$2,032,000238
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,400,000150
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$674,000222
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000260
YTD Gross Income employee benefit defined benefit$3,000220
YTD Gross Income from other retirement accounts$127,000243
YTD Gross Income corporate trust and agency$1,223,00028
Investment management and investment advisory agency accounts income$253,000266
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$227,000118
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$2,538,000183
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
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$450,000219
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000266
YTD Gross Income employee benefit defined benefit$2,000215
YTD Gross Income from other retirement accounts$85,000246
YTD Gross Income corporate trust and agency$852,00029
Investment management and investment advisory agency accounts income$168,000268
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,000119
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,729,000179
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$216,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000277
YTD Gross Income employee benefit defined benefit$1,000214
YTD Gross Income from other retirement accounts$44,000244
YTD Gross Income corporate trust and agency$510,00026
Investment management and investment advisory agency accounts income$83,000269
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000125
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$928,000172
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$877,000240
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000377
YTD Gross Income employee benefit defined benefit$7,000240
YTD Gross Income from other retirement accounts$69,000386
YTD Gross Income corporate trust and agency$1,596,00033
Investment management and investment advisory agency accounts income$286,000322
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$233,000137
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$3,087,000192
YTD fiduciary expense (Dec. only)$1,980,000231
YTD fiduciary net loss (Dec. only)$2,000183
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,105,000170
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$641,000226
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000290
YTD Gross Income employee benefit defined benefit$5,000199
YTD Gross Income from other retirement accounts$45,000301
YTD Gross Income corporate trust and agency$1,115,00034
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$176,000141
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,205,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$440,000225
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000296
YTD Gross Income employee benefit defined benefit$3,000201
YTD Gross Income from other retirement accounts$30,000300
YTD Gross Income corporate trust and agency$668,00036
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$117,000147
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,402,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$195,000238
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000287
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$27,000274
YTD Gross Income corporate trust and agency$294,00038
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$66,000134
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$649,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,602,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,888,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,237,000243
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$606,000245
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
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,231,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,567,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,001,000274
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$467,000289
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,956,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,403,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$915,000292
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$435,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,898,000281
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
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$1,397,000279
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
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$894,000286
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$446,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,659,000288
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,182,000297
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
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$750,000307
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$343,000324
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,686,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,124,000319
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$597,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$259,000392
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$803,000448
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$649,000515
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$636,000528
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$508,000634
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA