Home > BankChampaign > Gross Fiduciary and Related Services Income

BankChampaign, 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$495,000379
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000230
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$453,000267
YTD Gross Income corporate trust and agency$6,000103
Investment management and investment advisory agency accounts income$388,000397
Foundation and endowment and agency accounts income$53,000293
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$247,000160
YTD Gross income other trust accounts$209,000100
Gross Fiduciary activities income$1,907,000411
YTD fiduciary expense (Dec. only)$715,000424
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,192,000277
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$386,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000207
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$366,000228
YTD Gross Income corporate trust and agency$2,00092
Investment management and investment advisory agency accounts income$328,000334
Foundation and endowment and agency accounts income$47,000241
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$116,000194
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$1,275,000421
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$249,000376
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000245
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$248,000249
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$229,000380
Foundation and endowment and agency accounts income$32,000279
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$76,000196
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$850,000414
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$122,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000241
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$129,000231
YTD Gross Income corporate trust and agency$1,00084
Investment management and investment advisory agency accounts income$122,000290
Foundation and endowment and agency accounts income$17,000241
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$31,000211
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$425,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$419,000407
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000279
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$457,000277
YTD Gross Income corporate trust and agency$3,000121
Investment management and investment advisory agency accounts income$451,000353
Foundation and endowment and agency accounts income$56,000301
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$283,000142
YTD Gross income other trust accounts$266,000100
Gross Fiduciary activities income$1,960,000419
YTD fiduciary expense (Dec. only)$711,000443
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,249,000287
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$374,000333
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000237
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$429,000228
YTD Gross Income corporate trust and agency$3,00094
Investment management and investment advisory agency accounts income$440,000299
Foundation and endowment and agency accounts income$52,000246
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$186,000146
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$1,508,000418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$234,000366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000256
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$301,000222
YTD Gross Income corporate trust and agency$2,000102
Investment management and investment advisory agency accounts income$318,000304
Foundation and endowment and agency accounts income$35,000260
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$131,000129
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,036,000370
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$120,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000227
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$155,000214
YTD Gross Income corporate trust and agency$1,00083
Investment management and investment advisory agency accounts income$166,000269
Foundation and endowment and agency accounts income$19,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000141
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$525,000372
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$346,000370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$101,000214
YTD Gross Income employee benefit defined benefit$2,000193
YTD Gross Income from other retirement accounts$499,000248
YTD Gross Income corporate trust and agency$5,000102
Investment management and investment advisory agency accounts income$504,000311
Foundation and endowment and agency accounts income$61,000257
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$307,000115
YTD Gross income other trust accounts$110,000112
Gross Fiduciary activities income$1,935,000376
YTD fiduciary expense (Dec. only)$702,000386
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,233,000265
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$269,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000238
YTD Gross Income employee benefit defined benefit$3,000167
YTD Gross Income from other retirement accounts$405,000225
YTD Gross Income corporate trust and agency$4,00085
Investment management and investment advisory agency accounts income$415,000269
Foundation and endowment and agency accounts income$52,000220
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$182,000128
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$1,348,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$169,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000271
YTD Gross Income employee benefit defined benefit$2,000185
YTD Gross Income from other retirement accounts$271,000236
YTD Gross Income corporate trust and agency$3,00098
Investment management and investment advisory agency accounts income$278,000303
Foundation and endowment and agency accounts income$36,000250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000133
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$895,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$87,000308
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000238
YTD Gross Income employee benefit defined benefit$1,000164
YTD Gross Income from other retirement accounts$134,000226
YTD Gross Income corporate trust and agency$2,00084
Investment management and investment advisory agency accounts income$137,000270
Foundation and endowment and agency accounts income$20,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000136
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$443,000385
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$317,000370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000285
YTD Gross Income employee benefit defined benefit$4,000199
YTD Gross Income from other retirement accounts$451,000236
YTD Gross Income corporate trust and agency$9,00098
Investment management and investment advisory agency accounts income$462,000305
Foundation and endowment and agency accounts income$65,000250
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$268,000123
YTD Gross income other trust accounts$151,000108
Gross Fiduciary activities income$1,748,000374
YTD fiduciary expense (Dec. only)$683,000388
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,065,000239
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$242,000310
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000245
YTD Gross Income employee benefit defined benefit$4,000171
YTD Gross Income from other retirement accounts$368,000218
YTD Gross Income corporate trust and agency$5,00089
Investment management and investment advisory agency accounts income$386,000268
Foundation and endowment and agency accounts income$54,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$159,000138
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,233,000379
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$156,000363
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000278
YTD Gross Income employee benefit defined benefit$3,000190
YTD Gross Income from other retirement accounts$252,000226
YTD Gross Income corporate trust and agency$3,000100
Investment management and investment advisory agency accounts income$265,000297
Foundation and endowment and agency accounts income$34,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,000140
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$833,000378
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$78,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000243
YTD Gross Income employee benefit defined benefit$2,000166
YTD Gross Income from other retirement accounts$126,000217
YTD Gross Income corporate trust and agency$2,00087
Investment management and investment advisory agency accounts income$133,000262
Foundation and endowment and agency accounts income$17,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000139
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$416,000378
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$266,000361
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000276
YTD Gross Income employee benefit defined benefit$11,000184
YTD Gross Income from other retirement accounts$424,000239
YTD Gross Income corporate trust and agency$9,00099
Investment management and investment advisory agency accounts income$443,000294
Foundation and endowment and agency accounts income$61,000242
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$254,000126
YTD Gross income other trust accounts$146,000112
Gross Fiduciary activities income$1,634,000380
YTD fiduciary expense (Dec. only)$736,000371
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$898,000257
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$217,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000248
YTD Gross Income employee benefit defined benefit$9,000174
YTD Gross Income from other retirement accounts$382,000208
YTD Gross Income corporate trust and agency$5,00091
Investment management and investment advisory agency accounts income$405,000264
Foundation and endowment and agency accounts income$56,000214
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$159,000142
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,249,000379
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$134,000356
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000271
YTD Gross Income employee benefit defined benefit$5,000180
YTD Gross Income from other retirement accounts$264,000209
YTD Gross Income corporate trust and agency$4,00095
Investment management and investment advisory agency accounts income$274,000284
Foundation and endowment and agency accounts income$37,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$105,000139
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$833,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$69,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000270
YTD Gross Income employee benefit defined benefit$2,000179
YTD Gross Income from other retirement accounts$132,000205
YTD Gross Income corporate trust and agency$2,00092
Investment management and investment advisory agency accounts income$140,000278
Foundation and endowment and agency accounts income$19,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000143
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$416,000379
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$248,000422
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000312
YTD Gross Income employee benefit defined benefit$8,000206
YTD Gross Income from other retirement accounts$429,000232
YTD Gross Income corporate trust and agency$9,000110
Investment management and investment advisory agency accounts income$439,000315
Foundation and endowment and agency accounts income$58,000263
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$213,000147
YTD Gross income other trust accounts$162,000101
Gross Fiduciary activities income$1,585,000389
YTD fiduciary expense (Dec. only)$839,000397
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$746,000294
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$193,000362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000288
YTD Gross Income employee benefit defined benefit$5,000192
YTD Gross Income from other retirement accounts$359,000213
YTD Gross Income corporate trust and agency$5,000101
Investment management and investment advisory agency accounts income$371,000294
Foundation and endowment and agency accounts income$51,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$127,000159
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,125,000396
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$126,000360
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000292
YTD Gross Income employee benefit defined benefit$3,000193
YTD Gross Income from other retirement accounts$240,000215
YTD Gross Income corporate trust and agency$3,000102
Investment management and investment advisory agency accounts income$249,000294
Foundation and endowment and agency accounts income$34,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000160
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$750,000395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$62,000366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000285
YTD Gross Income employee benefit defined benefit$1,000193
YTD Gross Income from other retirement accounts$121,000220
YTD Gross Income corporate trust and agency$2,00099
Investment management and investment advisory agency accounts income$127,000288
Foundation and endowment and agency accounts income$16,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000163
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$375,000400
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$248,000470
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000329
YTD Gross Income employee benefit defined benefit$5,000222
YTD Gross Income from other retirement accounts$435,000220
YTD Gross Income corporate trust and agency$9,000127
Investment management and investment advisory agency accounts income$444,000322
Foundation and endowment and agency accounts income$58,000266
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$189,000153
YTD Gross income other trust accounts$85,000145
Gross Fiduciary activities income$1,496,000394
YTD fiduciary expense (Dec. only)$811,000424
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$685,000304
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$175,000359
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$1,000202
YTD Gross Income from other retirement accounts$362,000197
YTD Gross Income corporate trust and agency$5,000104
Investment management and investment advisory agency accounts income$367,000292
Foundation and endowment and agency accounts income$49,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000161
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,083,000398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$113,000364
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000288
YTD Gross Income employee benefit defined benefit$1,000197
YTD Gross Income from other retirement accounts$242,000198
YTD Gross Income corporate trust and agency$3,000105
Investment management and investment advisory agency accounts income$247,000291
Foundation and endowment and agency accounts income$33,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$75,000158
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$722,000396
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$58,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000288
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$123,000193
YTD Gross Income corporate trust and agency$2,00094
Investment management and investment advisory agency accounts income$127,000288
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$34,000167
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$361,000397
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$278,000467
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000312
YTD Gross Income employee benefit defined benefit$4,000229
YTD Gross Income from other retirement accounts$433,000201
YTD Gross Income corporate trust and agency$9,000121
Investment management and investment advisory agency accounts income$457,000317
Foundation and endowment and agency accounts income$55,000263
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$154,000170
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$1,419,000394
YTD fiduciary expense (Dec. only)$764,000441
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$655,000287
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$200,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000270
YTD Gross Income employee benefit defined benefit$1,000210
YTD Gross Income from other retirement accounts$347,000189
YTD Gross Income corporate trust and agency$5,000103
Investment management and investment advisory agency accounts income$371,000284
Foundation and endowment and agency accounts income$44,000230
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$99,000175
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$1,088,000390
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$134,000369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000266
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$232,000188
YTD Gross Income corporate trust and agency$3,000104
Investment management and investment advisory agency accounts income$245,000284
Foundation and endowment and agency accounts income$29,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000175
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$725,000393
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$75,000365
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$0212
YTD Gross Income from other retirement accounts$119,000186
YTD Gross Income corporate trust and agency$2,00097
Investment management and investment advisory agency accounts income$117,000286
Foundation and endowment and agency accounts income$14,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000180
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$363,000390
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$288,000474
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000350
YTD Gross Income employee benefit defined benefit$2,000245
YTD Gross Income from other retirement accounts$453,000196
YTD Gross Income corporate trust and agency$7,000139
Investment management and investment advisory agency accounts income$461,000314
Foundation and endowment and agency accounts income$61,000261
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$146,000184
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$1,442,000396
YTD fiduciary expense (Dec. only)$725,000456
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$717,000284
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$194,000369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000294
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$321,000199
YTD Gross Income corporate trust and agency$4,000114
Investment management and investment advisory agency accounts income$332,000290
Foundation and endowment and agency accounts income$44,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$85,000190
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$994,000416
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$130,000370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000293
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$214,000200
YTD Gross Income corporate trust and agency$3,000111
Investment management and investment advisory agency accounts income$221,000292
Foundation and endowment and agency accounts income$28,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000191
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$662,000418
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$77,000360
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000290
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$104,000206
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$106,000296
Foundation and endowment and agency accounts income$13,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000194
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$331,000420
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$296,000474
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000366
YTD Gross Income employee benefit defined benefit$3,000244
YTD Gross Income from other retirement accounts$407,000207
YTD Gross Income corporate trust and agency$5,000149
Investment management and investment advisory agency accounts income$399,000329
Foundation and endowment and agency accounts income$51,000266
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$124,000197
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$1,306,000421
YTD fiduciary expense (Dec. only)$696,000465
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$610,000310
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$221,000368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000293
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$305,000202
YTD Gross Income corporate trust and agency$4,000113
Investment management and investment advisory agency accounts income$301,000298
Foundation and endowment and agency accounts income$38,000231
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000206
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$956,000425
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$147,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000293
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$203,000202
YTD Gross Income corporate trust and agency$3,000108
Investment management and investment advisory agency accounts income$200,000299
Foundation and endowment and agency accounts income$26,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000203
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$638,000425
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$81,000365
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000293
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$101,000206
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$96,000303
Foundation and endowment and agency accounts income$13,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000212
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$319,000423
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$283,000462
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000353
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$357,000211
YTD Gross Income corporate trust and agency$8,000140
Investment management and investment advisory agency accounts income$383,000323
Foundation and endowment and agency accounts income$40,000263
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$122,000196
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,214,000414
YTD fiduciary expense (Dec. only)$659,000465
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$555,000298
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$211,000351
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000286
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$265,000202
YTD Gross Income corporate trust and agency$7,00099
Investment management and investment advisory agency accounts income$294,000283
Foundation and endowment and agency accounts income$29,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$79,000194
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$900,000417
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$141,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000290
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$174,000208
YTD Gross Income corporate trust and agency$5,00099
Investment management and investment advisory agency accounts income$198,000280
Foundation and endowment and agency accounts income$20,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000200
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$600,000422
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$74,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000285
YTD Gross Income employee benefit defined benefit$8,000152
YTD Gross Income from other retirement accounts$93,000201
YTD Gross Income corporate trust and agency$2,000101
Investment management and investment advisory agency accounts income$93,000284
Foundation and endowment and agency accounts income$10,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000248
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$300,000421
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$253,000472
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000332
YTD Gross Income employee benefit defined benefit$25,000188
YTD Gross Income from other retirement accounts$364,000198
YTD Gross Income corporate trust and agency$9,000138
Investment management and investment advisory agency accounts income$334,000324
Foundation and endowment and agency accounts income$39,000259
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$64,000269
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$1,118,000426
YTD fiduciary expense (Dec. only)$647,000456
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$471,000298
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$159,000346
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000270
YTD Gross Income employee benefit defined benefit$17,000172
YTD Gross Income from other retirement accounts$237,000199
YTD Gross Income corporate trust and agency$7,000106
Investment management and investment advisory agency accounts income$231,000283
Foundation and endowment and agency accounts income$30,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000237
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$750,000454
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$104,000347
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000268
YTD Gross Income employee benefit defined benefit$10,000177
YTD Gross Income from other retirement accounts$159,000199
YTD Gross Income corporate trust and agency$5,000105
Investment management and investment advisory agency accounts income$155,000282
Foundation and endowment and agency accounts income$20,000217
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$31,000240
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$500,000450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$55,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000279
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$82,000198
YTD Gross Income corporate trust and agency$2,000104
Investment management and investment advisory agency accounts income$80,000276
Foundation and endowment and agency accounts income$10,000211
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000242
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$250,000449
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$248,000463
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000332
YTD Gross Income employee benefit defined benefit$19,000205
YTD Gross Income from other retirement accounts$273,000225
YTD Gross Income corporate trust and agency$7,000160
Investment management and investment advisory agency accounts income$262,000345
Foundation and endowment and agency accounts income$38,000243
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$47,000299
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$928,000411
YTD fiduciary expense (Dec. only)$585,000470
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$343,000340
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$218,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000277
YTD Gross Income employee benefit defined benefit$14,000186
YTD Gross Income from other retirement accounts$153,000248
YTD Gross Income corporate trust and agency$5,000125
Investment management and investment advisory agency accounts income$154,000295
Foundation and endowment and agency accounts income$17,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000284
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$600,000442
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$150,000328
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000284
YTD Gross Income employee benefit defined benefit$10,000181
YTD Gross Income from other retirement accounts$104,000249
YTD Gross Income corporate trust and agency$2,000132
Investment management and investment advisory agency accounts income$101,000302
Foundation and endowment and agency accounts income$12,000224
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000303
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$400,000450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$74,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000285
YTD Gross Income employee benefit defined benefit$5,000182
YTD Gross Income from other retirement accounts$53,000246
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$52,000305
Foundation and endowment and agency accounts income$6,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000310
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$200,000452
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$240,000459
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000340
YTD Gross Income employee benefit defined benefit$15,000218
YTD Gross Income from other retirement accounts$180,000277
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$251,000343
Foundation and endowment and agency accounts income$34,000254
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$25,000370
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$781,000453
YTD fiduciary expense (Dec. only)$433,000501
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$348,000326
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$0367
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$0346
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$495,000489
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$330,000493
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$0374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$165,000499
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$275,000438
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000358
YTD Gross Income employee benefit defined benefit$4,000252
YTD Gross Income from other retirement accounts$123,000319
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$175,000362
Foundation and endowment and agency accounts income$30,000227
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$23,000378
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$656,000481
YTD fiduciary expense (Dec. only)$0494
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$656,000244
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$270,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000292
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
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$16,000286
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$428,000517
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$180,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000301
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
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$11,000297
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$286,000518
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$91,000306
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$0341
YTD Gross Income corporate trust and agency$0147
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$6,000294
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$145,000517
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$663,000505
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$495,000513
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$330,000523
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$165,000534
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$609,000545
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$356,000596
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$237,000608
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$119,000620
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$455,000607
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$263,000665
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$175,000670
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$88,000673
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$346,000668
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$169,000762
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$113,000771
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$56,000780
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$207,000779
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$131,000817
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$87,000828
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$44,000835
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$150,000875
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$131,000843
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$87,000848
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$44,000845
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$170,000885
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$235,000795
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 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
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 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
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 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
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