Home > Bankers Trust Company > Gross Fiduciary and Related Services Income

Bankers Trust Company, 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$8,154,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,755,00040
YTD Gross Income employee benefit defined benefit$17,000203
YTD Gross Income from other retirement accounts$655,000213
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$532,000371
Foundation and endowment and agency accounts income$125,000246
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$2,887,00050
YTD Gross income other trust accounts$1,066,00050
Gross Fiduciary activities income$17,191,000130
YTD fiduciary expense (Dec. only)$14,561,000111
YTD fiduciary net loss (Dec. only)$23,000142
YTD fiduciary intracompany income (Dec. only)$846,00051
YTD net fiduciary income (Dec. only)$3,453,000154
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$5,941,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,792,00039
YTD Gross Income employee benefit defined benefit$12,000190
YTD Gross Income from other retirement accounts$488,000203
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$401,000323
Foundation and endowment and agency accounts income$86,000224
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$2,107,00050
YTD Gross income other trust accounts$804,00054
Gross Fiduciary activities income$12,631,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,801,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,813,00042
YTD Gross Income employee benefit defined benefit$8,000202
YTD Gross Income from other retirement accounts$331,000209
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$276,000363
Foundation and endowment and agency accounts income$57,000246
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$1,370,00049
YTD Gross income other trust accounts$519,00059
Gross Fiduciary activities income$8,175,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,793,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$893,00041
YTD Gross Income employee benefit defined benefit$4,000150
YTD Gross Income from other retirement accounts$167,000208
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$131,000288
Foundation and endowment and agency accounts income$25,000226
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$690,00057
YTD Gross income other trust accounts$263,00053
Gross Fiduciary activities income$3,966,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,654,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,725,00043
YTD Gross Income employee benefit defined benefit$17,000172
YTD Gross Income from other retirement accounts$680,000218
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$519,000338
Foundation and endowment and agency accounts income$148,000236
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$2,835,00054
YTD Gross income other trust accounts$1,095,00051
Gross Fiduciary activities income$16,673,000130
YTD fiduciary expense (Dec. only)$13,374,000116
YTD fiduciary net loss (Dec. only)$113,00059
YTD fiduciary intracompany income (Dec. only)$863,00055
YTD net fiduciary income (Dec. only)$4,049,000151
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$5,934,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,848,00043
YTD Gross Income employee benefit defined benefit$13,000161
YTD Gross Income from other retirement accounts$535,000206
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$389,000303
Foundation and endowment and agency accounts income$111,000212
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$2,183,00055
YTD Gross income other trust accounts$814,00051
Gross Fiduciary activities income$12,827,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
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$4,078,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,012,00034
YTD Gross Income employee benefit defined benefit$10,000153
YTD Gross Income from other retirement accounts$402,000185
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$269,000314
Foundation and endowment and agency accounts income$79,000208
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$660,00067
YTD Gross income other trust accounts$1,351,00032
Gross Fiduciary activities income$8,861,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,043,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,047,00032
YTD Gross Income employee benefit defined benefit$5,000145
YTD Gross Income from other retirement accounts$219,000171
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$149,000273
Foundation and endowment and agency accounts income$43,000182
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$362,00064
YTD Gross income other trust accounts$689,00033
Gross Fiduciary activities income$4,557,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
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$7,700,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,952,00039
YTD Gross Income employee benefit defined benefit$21,000161
YTD Gross Income from other retirement accounts$862,000181
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$600,000301
Foundation and endowment and agency accounts income$170,000204
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$1,362,00061
YTD Gross income other trust accounts$2,121,00037
Gross Fiduciary activities income$16,788,000110
YTD fiduciary expense (Dec. only)$13,317,00096
YTD fiduciary net loss (Dec. only)$62,00070
YTD fiduciary intracompany income (Dec. only)$1,805,00035
YTD net fiduciary income (Dec. only)$5,214,000119
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$5,827,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,027,00034
YTD Gross Income employee benefit defined benefit$13,000152
YTD Gross Income from other retirement accounts$526,000198
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$445,000267
Foundation and endowment and agency accounts income$158,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,037,00059
YTD Gross income other trust accounts$1,481,00035
Gross Fiduciary activities income$12,514,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,743,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,848,00039
YTD Gross Income employee benefit defined benefit$8,000164
YTD Gross Income from other retirement accounts$342,000207
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$286,000300
Foundation and endowment and agency accounts income$94,000196
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$720,00061
YTD Gross income other trust accounts$861,00041
Gross Fiduciary activities income$7,902,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,820,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$858,00043
YTD Gross Income employee benefit defined benefit$4,000149
YTD Gross Income from other retirement accounts$162,000208
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$137,000270
Foundation and endowment and agency accounts income$40,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$347,00062
YTD Gross income other trust accounts$411,00042
Gross Fiduciary activities income$3,779,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,776,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,349,00041
YTD Gross Income employee benefit defined benefit$15,000173
YTD Gross Income from other retirement accounts$659,000189
YTD Gross Income corporate trust and agency$5,000111
Investment management and investment advisory agency accounts income$539,000299
Foundation and endowment and agency accounts income$137,000203
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,171,00067
YTD Gross income other trust accounts$1,326,00046
Gross Fiduciary activities income$13,977,000115
YTD fiduciary expense (Dec. only)$13,310,00093
YTD fiduciary net loss (Dec. only)$27,00099
YTD fiduciary intracompany income (Dec. only)$1,394,00038
YTD net fiduciary income (Dec. only)$2,034,000171
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$4,856,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,443,00041
YTD Gross Income employee benefit defined benefit$10,000160
YTD Gross Income from other retirement accounts$465,000191
YTD Gross Income corporate trust and agency$5,00089
Investment management and investment advisory agency accounts income$440,000265
Foundation and endowment and agency accounts income$118,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$835,00068
YTD Gross income other trust accounts$977,00050
Gross Fiduciary activities income$10,149,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,148,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,563,00044
YTD Gross Income employee benefit defined benefit$6,000177
YTD Gross Income from other retirement accounts$298,000202
YTD Gross Income corporate trust and agency$5,00089
Investment management and investment advisory agency accounts income$297,000293
Foundation and endowment and agency accounts income$77,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$523,00070
YTD Gross income other trust accounts$639,00049
Gross Fiduciary activities income$6,556,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,516,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$795,00044
YTD Gross Income employee benefit defined benefit$4,000156
YTD Gross Income from other retirement accounts$160,000187
YTD Gross Income corporate trust and agency$5,00071
Investment management and investment advisory agency accounts income$132,000265
Foundation and endowment and agency accounts income$36,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$274,00072
YTD Gross income other trust accounts$316,00044
Gross Fiduciary activities income$3,238,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,542,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,344,00040
YTD Gross Income employee benefit defined benefit$14,000180
YTD Gross Income from other retirement accounts$573,000201
YTD Gross Income corporate trust and agency$1,094,00035
Investment management and investment advisory agency accounts income$673,000269
Foundation and endowment and agency accounts income$201,000166
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$1,063,00070
YTD Gross income other trust accounts$867,00055
Gross Fiduciary activities income$14,371,000113
YTD fiduciary expense (Dec. only)$14,910,00086
YTD fiduciary net loss (Dec. only)$64,00063
YTD fiduciary intracompany income (Dec. only)$1,096,00039
YTD net fiduciary income (Dec. only)$493,000314
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$4,811,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,737,00041
YTD Gross Income employee benefit defined benefit$12,000166
YTD Gross Income from other retirement accounts$177,000261
YTD Gross Income corporate trust and agency$1,091,00032
Investment management and investment advisory agency accounts income$680,000230
Foundation and endowment and agency accounts income$128,000169
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$801,00068
YTD Gross income other trust accounts$652,00057
Gross Fiduciary activities income$11,089,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,212,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,800,00041
YTD Gross Income employee benefit defined benefit$8,000173
YTD Gross Income from other retirement accounts$120,000287
YTD Gross Income corporate trust and agency$1,068,00029
Investment management and investment advisory agency accounts income$456,000243
Foundation and endowment and agency accounts income$100,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$528,00068
YTD Gross income other trust accounts$435,00054
Gross Fiduciary activities income$7,727,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,575,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$891,00040
YTD Gross Income employee benefit defined benefit$4,000166
YTD Gross Income from other retirement accounts$59,000289
YTD Gross Income corporate trust and agency$561,00028
Investment management and investment advisory agency accounts income$239,000230
Foundation and endowment and agency accounts income$51,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$271,00064
YTD Gross income other trust accounts$222,00050
Gross Fiduciary activities income$3,873,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,696,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,814,00037
YTD Gross Income employee benefit defined benefit$18,000188
YTD Gross Income from other retirement accounts$259,000289
YTD Gross Income corporate trust and agency$2,473,00027
Investment management and investment advisory agency accounts income$945,000243
Foundation and endowment and agency accounts income$51,000275
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$1,231,00064
YTD Gross income other trust accounts$888,00052
Gross Fiduciary activities income$16,375,000105
YTD fiduciary expense (Dec. only)$13,508,00094
YTD fiduciary net loss (Dec. only)$67,00068
YTD fiduciary intracompany income (Dec. only)$608,00058
YTD net fiduciary income (Dec. only)$3,408,000130
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$5,088,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,825,00039
YTD Gross Income employee benefit defined benefit$14,000171
YTD Gross Income from other retirement accounts$190,000274
YTD Gross Income corporate trust and agency$1,960,00026
Investment management and investment advisory agency accounts income$737,000235
Foundation and endowment and agency accounts income$42,000244
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$936,00064
YTD Gross income other trust accounts$677,00053
Gross Fiduciary activities income$12,469,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,404,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,932,00038
YTD Gross Income employee benefit defined benefit$7,000180
YTD Gross Income from other retirement accounts$102,000299
YTD Gross Income corporate trust and agency$1,432,00026
Investment management and investment advisory agency accounts income$512,000229
Foundation and endowment and agency accounts income$29,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$633,00065
YTD Gross income other trust accounts$456,00053
Gross Fiduciary activities income$8,507,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,709,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$973,00037
YTD Gross Income employee benefit defined benefit$4,000176
YTD Gross Income from other retirement accounts$52,000300
YTD Gross Income corporate trust and agency$731,00029
Investment management and investment advisory agency accounts income$264,000225
Foundation and endowment and agency accounts income$15,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$334,00062
YTD Gross income other trust accounts$227,00051
Gross Fiduciary activities income$4,309,000100
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$6,205,00072
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,691,00040
YTD Gross Income employee benefit defined benefit$3,000232
YTD Gross Income from other retirement accounts$206,000308
YTD Gross Income corporate trust and agency$2,673,00027
Investment management and investment advisory agency accounts income$994,000229
Foundation and endowment and agency accounts income$56,000267
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$1,205,00062
YTD Gross income other trust accounts$1,081,00046
Gross Fiduciary activities income$16,114,000101
YTD fiduciary expense (Dec. only)$12,897,00095
YTD fiduciary net loss (Dec. only)$27,00090
YTD fiduciary intracompany income (Dec. only)$225,00092
YTD net fiduciary income (Dec. only)$3,415,000123
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,646,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,679,00039
YTD Gross Income employee benefit defined benefit$2,000199
YTD Gross Income from other retirement accounts$150,000286
YTD Gross Income corporate trust and agency$2,167,00027
Investment management and investment advisory agency accounts income$753,000220
Foundation and endowment and agency accounts income$42,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$898,00063
YTD Gross income other trust accounts$849,00047
Gross Fiduciary activities income$12,185,000101
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,089,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,782,00039
YTD Gross Income employee benefit defined benefit$2,000193
YTD Gross Income from other retirement accounts$100,000283
YTD Gross Income corporate trust and agency$1,506,00027
Investment management and investment advisory agency accounts income$450,000238
Foundation and endowment and agency accounts income$26,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$616,00064
YTD Gross income other trust accounts$605,00046
Gross Fiduciary activities income$8,176,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,546,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$925,00037
YTD Gross Income employee benefit defined benefit$1,000187
YTD Gross Income from other retirement accounts$51,000283
YTD Gross Income corporate trust and agency$728,00028
Investment management and investment advisory agency accounts income$232,000227
Foundation and endowment and agency accounts income$14,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$308,00062
YTD Gross income other trust accounts$319,00040
Gross Fiduciary activities income$4,124,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,014,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,455,00026
YTD Gross Income employee benefit defined benefit$4,000229
YTD Gross Income from other retirement accounts$243,000282
YTD Gross Income corporate trust and agency$2,723,00027
Investment management and investment advisory agency accounts income$884,000230
Foundation and endowment and agency accounts income$47,000272
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$1,038,00064
YTD Gross income other trust accounts$1,441,00035
Gross Fiduciary activities income$17,849,00093
YTD fiduciary expense (Dec. only)$19,124,00068
YTD fiduciary net loss (Dec. only)$13,000109
YTD fiduciary intracompany income (Dec. only)$137,000107
YTD net fiduciary income (Dec. only)$-1,151,0005,908
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$4,630,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,567,00022
YTD Gross Income employee benefit defined benefit$3,000195
YTD Gross Income from other retirement accounts$203,000250
YTD Gross Income corporate trust and agency$1,992,00027
Investment management and investment advisory agency accounts income$667,000225
Foundation and endowment and agency accounts income$37,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$794,00067
YTD Gross income other trust accounts$1,063,00035
Gross Fiduciary activities income$13,956,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,114,00071
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,623,00020
YTD Gross Income employee benefit defined benefit$7,000179
YTD Gross Income from other retirement accounts$154,000242
YTD Gross Income corporate trust and agency$1,279,00027
Investment management and investment advisory agency accounts income$483,000215
Foundation and endowment and agency accounts income$27,000230
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$453,00067
YTD Gross income other trust accounts$719,00038
Gross Fiduciary activities income$9,859,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,588,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,057,00018
YTD Gross Income employee benefit defined benefit$1,000200
YTD Gross Income from other retirement accounts$34,000308
YTD Gross Income corporate trust and agency$590,00027
Investment management and investment advisory agency accounts income$221,000223
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$192,00073
YTD Gross income other trust accounts$377,00032
Gross Fiduciary activities income$5,073,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,146,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,818,00020
YTD Gross Income employee benefit defined benefit$6,000228
YTD Gross Income from other retirement accounts$102,000391
YTD Gross Income corporate trust and agency$2,251,00026
Investment management and investment advisory agency accounts income$506,000307
Foundation and endowment and agency accounts income$17,000332
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$713,00080
YTD Gross income other trust accounts$1,725,00029
Gross Fiduciary activities income$18,284,00087
YTD fiduciary expense (Dec. only)$15,189,00080
YTD fiduciary net loss (Dec. only)$23,00090
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$3,072,000117
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,999,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,638,00020
YTD Gross Income employee benefit defined benefit$5,000196
YTD Gross Income from other retirement accounts$84,000317
YTD Gross Income corporate trust and agency$1,572,00026
Investment management and investment advisory agency accounts income$388,000284
Foundation and endowment and agency accounts income$13,000265
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$537,00081
YTD Gross income other trust accounts$1,334,00029
Gross Fiduciary activities income$13,570,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,729,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,594,00021
YTD Gross Income employee benefit defined benefit$4,000191
YTD Gross Income from other retirement accounts$58,000319
YTD Gross Income corporate trust and agency$1,056,00026
Investment management and investment advisory agency accounts income$278,000282
Foundation and endowment and agency accounts income$9,000261
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$298,00089
YTD Gross income other trust accounts$1,055,00028
Gross Fiduciary activities income$9,081,00089
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,350,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,762,00021
YTD Gross Income employee benefit defined benefit$2,000192
YTD Gross Income from other retirement accounts$30,000315
YTD Gross Income corporate trust and agency$530,00026
Investment management and investment advisory agency accounts income$133,000284
Foundation and endowment and agency accounts income$5,000259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,00075
YTD Gross income other trust accounts$529,00029
Gross Fiduciary activities income$4,531,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,374,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,866,00024
YTD Gross Income employee benefit defined benefit$8,000226
YTD Gross Income from other retirement accounts$121,000361
YTD Gross Income corporate trust and agency$2,069,00026
Investment management and investment advisory agency accounts income$515,000303
Foundation and endowment and agency accounts income$19,000318
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$642,00081
YTD Gross income other trust accounts$2,076,00029
Gross Fiduciary activities income$17,690,00086
YTD fiduciary expense (Dec. only)$14,048,00077
YTD fiduciary net loss (Dec. only)$16,000101
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$3,626,000107
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,168,00076
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,723,00026
YTD Gross Income employee benefit defined benefit$6,000198
YTD Gross Income from other retirement accounts$89,000312
YTD Gross Income corporate trust and agency$1,514,00025
Investment management and investment advisory agency accounts income$370,000284
Foundation and endowment and agency accounts income$14,000256
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$486,00081
YTD Gross income other trust accounts$1,529,00033
Gross Fiduciary activities income$12,899,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,818,00074
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,024,00026
YTD Gross Income employee benefit defined benefit$4,000197
YTD Gross Income from other retirement accounts$59,000310
YTD Gross Income corporate trust and agency$1,035,00024
Investment management and investment advisory agency accounts income$241,000286
Foundation and endowment and agency accounts income$10,000255
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$303,00085
YTD Gross income other trust accounts$1,050,00032
Gross Fiduciary activities income$8,544,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,395,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,556,00026
YTD Gross Income employee benefit defined benefit$2,000199
YTD Gross Income from other retirement accounts$28,000317
YTD Gross Income corporate trust and agency$512,00024
Investment management and investment advisory agency accounts income$132,000278
Foundation and endowment and agency accounts income$5,000252
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,00078
YTD Gross income other trust accounts$506,00034
Gross Fiduciary activities income$4,297,00086
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$5,095,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,119,00031
YTD Gross Income employee benefit defined benefit$7,000232
YTD Gross Income from other retirement accounts$109,000362
YTD Gross Income corporate trust and agency$2,191,00024
Investment management and investment advisory agency accounts income$485,000298
Foundation and endowment and agency accounts income$17,000306
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$727,00081
YTD Gross income other trust accounts$2,110,00029
Gross Fiduciary activities income$15,860,00090
YTD fiduciary expense (Dec. only)$13,633,00078
YTD fiduciary net loss (Dec. only)$25,00097
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,202,000141
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,827,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,618,00032
YTD Gross Income employee benefit defined benefit$5,000198
YTD Gross Income from other retirement accounts$81,000302
YTD Gross Income corporate trust and agency$1,637,00024
Investment management and investment advisory agency accounts income$372,000264
Foundation and endowment and agency accounts income$16,000240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$528,00080
YTD Gross income other trust accounts$1,400,00031
Gross Fiduciary activities income$11,484,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,504,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,378,00031
YTD Gross Income employee benefit defined benefit$3,000197
YTD Gross Income from other retirement accounts$55,000301
YTD Gross Income corporate trust and agency$1,076,00024
Investment management and investment advisory agency accounts income$251,000258
Foundation and endowment and agency accounts income$11,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$336,00080
YTD Gross income other trust accounts$872,00032
Gross Fiduciary activities income$7,486,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,167,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,163,00033
YTD Gross Income employee benefit defined benefit$2,000192
YTD Gross Income from other retirement accounts$28,000299
YTD Gross Income corporate trust and agency$526,00024
Investment management and investment advisory agency accounts income$111,000272
Foundation and endowment and agency accounts income$5,000243
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,00077
YTD Gross income other trust accounts$497,00030
Gross Fiduciary activities income$3,669,00091
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$4,301,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,316,00034
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$112,000340
YTD Gross Income corporate trust and agency$2,039,00026
Investment management and investment advisory agency accounts income$502,000271
Foundation and endowment and agency accounts income$23,000289
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$690,00078
YTD Gross income other trust accounts$2,115,00028
Gross Fiduciary activities income$14,098,00091
YTD fiduciary expense (Dec. only)$12,663,00079
YTD fiduciary net loss (Dec. only)$41,00074
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,394,000157
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,094,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,953,00036
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$91,000292
YTD Gross Income corporate trust and agency$1,477,00027
Investment management and investment advisory agency accounts income$380,000250
Foundation and endowment and agency accounts income$25,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$502,00077
YTD Gross income other trust accounts$1,548,00028
Gross Fiduciary activities income$10,070,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,974,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,912,00037
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$58,000293
YTD Gross Income corporate trust and agency$964,00028
Investment management and investment advisory agency accounts income$285,000243
Foundation and endowment and agency accounts income$34,000191
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$333,00077
YTD Gross income other trust accounts$1,009,00028
Gross Fiduciary activities income$6,569,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$977,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$906,00037
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$29,000287
YTD Gross Income corporate trust and agency$479,00027
Investment management and investment advisory agency accounts income$141,000239
Foundation and endowment and agency accounts income$17,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$172,00074
YTD Gross income other trust accounts$499,00028
Gross Fiduciary activities income$3,220,00093
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,735,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,743,00035
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$110,000344
YTD Gross Income corporate trust and agency$1,725,00027
Investment management and investment advisory agency accounts income$599,000243
Foundation and endowment and agency accounts income$62,000213
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$749,00070
YTD Gross income other trust accounts$2,179,00031
Gross Fiduciary activities income$12,902,00081
YTD fiduciary expense (Dec. only)$11,741,00080
YTD fiduciary net loss (Dec. only)$3,000166
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,158,000177
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$2,791,00091
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,664,00036
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$80,000294
YTD Gross Income corporate trust and agency$1,256,00025
Investment management and investment advisory agency accounts income$438,000236
Foundation and endowment and agency accounts income$43,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$572,00073
YTD Gross income other trust accounts$1,670,00032
Gross Fiduciary activities income$9,514,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,882,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,756,00036
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$59,000292
YTD Gross Income corporate trust and agency$829,00029
Investment management and investment advisory agency accounts income$283,000239
Foundation and endowment and agency accounts income$33,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$397,00070
YTD Gross income other trust accounts$1,087,00033
Gross Fiduciary activities income$6,326,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$955,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$875,00035
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$31,000290
YTD Gross Income corporate trust and agency$404,00029
Investment management and investment advisory agency accounts income$142,000241
Foundation and endowment and agency accounts income$17,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$190,00072
YTD Gross income other trust accounts$559,00036
Gross Fiduciary activities income$3,173,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,456,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,989,00039
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$87,000371
YTD Gross Income corporate trust and agency$1,504,00033
Investment management and investment advisory agency accounts income$593,000231
Foundation and endowment and agency accounts income$61,000213
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$720,00078
YTD Gross income other trust accounts$2,305,00032
Gross Fiduciary activities income$11,715,00084
YTD fiduciary expense (Dec. only)$10,254,00090
YTD fiduciary net loss (Dec. only)$13,000107
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,448,000147
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,513,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,098,00041
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$70,000289
YTD Gross Income corporate trust and agency$1,147,00030
Investment management and investment advisory agency accounts income$497,000209
Foundation and endowment and agency accounts income$50,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$553,00075
YTD Gross income other trust accounts$1,791,00032
Gross Fiduciary activities income$8,719,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,630,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,392,00042
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$46,000292
YTD Gross Income corporate trust and agency$754,00031
Investment management and investment advisory agency accounts income$346,000210
Foundation and endowment and agency accounts income$31,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$356,00077
YTD Gross income other trust accounts$1,265,00031
Gross Fiduciary activities income$5,820,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$857,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$712,00041
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$24,000291
YTD Gross Income corporate trust and agency$380,00029
Investment management and investment advisory agency accounts income$151,000218
Foundation and endowment and agency accounts income$17,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$176,00077
YTD Gross income other trust accounts$551,00036
Gross Fiduciary activities income$2,868,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,914,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,595,00045
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$85,000364
YTD Gross Income corporate trust and agency$1,422,00036
Investment management and investment advisory agency accounts income$580,000224
Foundation and endowment and agency accounts income$61,000180
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$737,00082
YTD Gross income other trust accounts$2,255,00036
Gross Fiduciary activities income$10,649,00090
YTD fiduciary expense (Dec. only)$9,594,00094
YTD fiduciary net loss (Dec. only)$3,000177
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,052,000176
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,236,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,952,00044
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$193,000197
YTD Gross Income corporate trust and agency$1,072,00036
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$294,000110
YTD Gross income other trust accounts$1,654,00036
Gross Fiduciary activities income$7,812,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,448,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,249,00046
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$122,000202
YTD Gross Income corporate trust and agency$730,00034
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$218,000110
YTD Gross income other trust accounts$1,101,00036
Gross Fiduciary activities income$5,144,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$732,000100
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$688,00042
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$61,000196
YTD Gross Income corporate trust and agency$374,00031
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$119,000102
YTD Gross income other trust accounts$528,00035
Gross Fiduciary activities income$2,651,00088
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$11,436,00092
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,467,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,642,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,788,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$11,036,00096
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,145,00097
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,378,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,676,00098
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$10,209,00099
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,536,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,952,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,410,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,234,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,701,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,445,000109
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,209,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,281,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,260,000115
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,177,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,150,000118
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,120,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,147,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary 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$3,403,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,704,000140
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,353,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,600,000142
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,634,000141
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,930,000177
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,085,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,385,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,393,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,154,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,173,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,024,000304
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,882,000313
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA