Home > Bankers Trust Company > Gross Fiduciary and Related Services Income
Bankers Trust Company, Gross Fiduciary and Related Services Income
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,154,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,755,000 | 40 |
YTD Gross Income employee benefit defined benefit | $17,000 | 203 |
YTD Gross Income from other retirement accounts | $655,000 | 213 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $532,000 | 371 |
Foundation and endowment and agency accounts income | $125,000 | 246 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $2,887,000 | 50 |
YTD Gross income other trust accounts | $1,066,000 | 50 |
Gross Fiduciary activities income | $17,191,000 | 130 |
YTD fiduciary expense (Dec. only) | $14,561,000 | 111 |
YTD fiduciary net loss (Dec. only) | $23,000 | 142 |
YTD fiduciary intracompany income (Dec. only) | $846,000 | 51 |
YTD net fiduciary income (Dec. only) | $3,453,000 | 154 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,941,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,792,000 | 39 |
YTD Gross Income employee benefit defined benefit | $12,000 | 190 |
YTD Gross Income from other retirement accounts | $488,000 | 203 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $401,000 | 323 |
Foundation and endowment and agency accounts income | $86,000 | 224 |
YTD Gross income other trust and agency accounts | $0 | 90 |
YTD Gross income custody and safekeeping agency accounts | $2,107,000 | 50 |
YTD Gross income other trust accounts | $804,000 | 54 |
Gross Fiduciary activities income | $12,631,000 | 130 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,801,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,813,000 | 42 |
YTD Gross Income employee benefit defined benefit | $8,000 | 202 |
YTD Gross Income from other retirement accounts | $331,000 | 209 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $276,000 | 363 |
Foundation and endowment and agency accounts income | $57,000 | 246 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $1,370,000 | 49 |
YTD Gross income other trust accounts | $519,000 | 59 |
Gross Fiduciary activities income | $8,175,000 | 129 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,793,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $893,000 | 41 |
YTD Gross Income employee benefit defined benefit | $4,000 | 150 |
YTD Gross Income from other retirement accounts | $167,000 | 208 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $131,000 | 288 |
Foundation and endowment and agency accounts income | $25,000 | 226 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $690,000 | 57 |
YTD Gross income other trust accounts | $263,000 | 53 |
Gross Fiduciary activities income | $3,966,000 | 137 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,654,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,725,000 | 43 |
YTD Gross Income employee benefit defined benefit | $17,000 | 172 |
YTD Gross Income from other retirement accounts | $680,000 | 218 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $519,000 | 338 |
Foundation and endowment and agency accounts income | $148,000 | 236 |
YTD Gross income other trust and agency accounts | $0 | 118 |
YTD Gross income custody and safekeeping agency accounts | $2,835,000 | 54 |
YTD Gross income other trust accounts | $1,095,000 | 51 |
Gross Fiduciary activities income | $16,673,000 | 130 |
YTD fiduciary expense (Dec. only) | $13,374,000 | 116 |
YTD fiduciary net loss (Dec. only) | $113,000 | 59 |
YTD fiduciary intracompany income (Dec. only) | $863,000 | 55 |
YTD net fiduciary income (Dec. only) | $4,049,000 | 151 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,934,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,848,000 | 43 |
YTD Gross Income employee benefit defined benefit | $13,000 | 161 |
YTD Gross Income from other retirement accounts | $535,000 | 206 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $389,000 | 303 |
Foundation and endowment and agency accounts income | $111,000 | 212 |
YTD Gross income other trust and agency accounts | $0 | 93 |
YTD Gross income custody and safekeeping agency accounts | $2,183,000 | 55 |
YTD Gross income other trust accounts | $814,000 | 51 |
Gross Fiduciary activities income | $12,827,000 | 130 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,078,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,012,000 | 34 |
YTD Gross Income employee benefit defined benefit | $10,000 | 153 |
YTD Gross Income from other retirement accounts | $402,000 | 185 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $269,000 | 314 |
Foundation and endowment and agency accounts income | $79,000 | 208 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $660,000 | 67 |
YTD Gross income other trust accounts | $1,351,000 | 32 |
Gross Fiduciary activities income | $8,861,000 | 108 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,043,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,047,000 | 32 |
YTD Gross Income employee benefit defined benefit | $5,000 | 145 |
YTD Gross Income from other retirement accounts | $219,000 | 171 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $149,000 | 273 |
Foundation and endowment and agency accounts income | $43,000 | 182 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $362,000 | 64 |
YTD Gross income other trust accounts | $689,000 | 33 |
Gross Fiduciary activities income | $4,557,000 | 109 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,700,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,952,000 | 39 |
YTD Gross Income employee benefit defined benefit | $21,000 | 161 |
YTD Gross Income from other retirement accounts | $862,000 | 181 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $600,000 | 301 |
Foundation and endowment and agency accounts income | $170,000 | 204 |
YTD Gross income other trust and agency accounts | $0 | 101 |
YTD Gross income custody and safekeeping agency accounts | $1,362,000 | 61 |
YTD Gross income other trust accounts | $2,121,000 | 37 |
Gross Fiduciary activities income | $16,788,000 | 110 |
YTD fiduciary expense (Dec. only) | $13,317,000 | 96 |
YTD fiduciary net loss (Dec. only) | $62,000 | 70 |
YTD fiduciary intracompany income (Dec. only) | $1,805,000 | 35 |
YTD net fiduciary income (Dec. only) | $5,214,000 | 119 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,827,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,027,000 | 34 |
YTD Gross Income employee benefit defined benefit | $13,000 | 152 |
YTD Gross Income from other retirement accounts | $526,000 | 198 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $445,000 | 267 |
Foundation and endowment and agency accounts income | $158,000 | 171 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,037,000 | 59 |
YTD Gross income other trust accounts | $1,481,000 | 35 |
Gross Fiduciary activities income | $12,514,000 | 110 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,743,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,848,000 | 39 |
YTD Gross Income employee benefit defined benefit | $8,000 | 164 |
YTD Gross Income from other retirement accounts | $342,000 | 207 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $286,000 | 300 |
Foundation and endowment and agency accounts income | $94,000 | 196 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $720,000 | 61 |
YTD Gross income other trust accounts | $861,000 | 41 |
Gross Fiduciary activities income | $7,902,000 | 113 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,820,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $858,000 | 43 |
YTD Gross Income employee benefit defined benefit | $4,000 | 149 |
YTD Gross Income from other retirement accounts | $162,000 | 208 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $137,000 | 270 |
Foundation and endowment and agency accounts income | $40,000 | 184 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $347,000 | 62 |
YTD Gross income other trust accounts | $411,000 | 42 |
Gross Fiduciary activities income | $3,779,000 | 117 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,776,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,349,000 | 41 |
YTD Gross Income employee benefit defined benefit | $15,000 | 173 |
YTD Gross Income from other retirement accounts | $659,000 | 189 |
YTD Gross Income corporate trust and agency | $5,000 | 111 |
Investment management and investment advisory agency accounts income | $539,000 | 299 |
Foundation and endowment and agency accounts income | $137,000 | 203 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $1,171,000 | 67 |
YTD Gross income other trust accounts | $1,326,000 | 46 |
Gross Fiduciary activities income | $13,977,000 | 115 |
YTD fiduciary expense (Dec. only) | $13,310,000 | 93 |
YTD fiduciary net loss (Dec. only) | $27,000 | 99 |
YTD fiduciary intracompany income (Dec. only) | $1,394,000 | 38 |
YTD net fiduciary income (Dec. only) | $2,034,000 | 171 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,856,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,443,000 | 41 |
YTD Gross Income employee benefit defined benefit | $10,000 | 160 |
YTD Gross Income from other retirement accounts | $465,000 | 191 |
YTD Gross Income corporate trust and agency | $5,000 | 89 |
Investment management and investment advisory agency accounts income | $440,000 | 265 |
Foundation and endowment and agency accounts income | $118,000 | 177 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $835,000 | 68 |
YTD Gross income other trust accounts | $977,000 | 50 |
Gross Fiduciary activities income | $10,149,000 | 117 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,148,000 | 82 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,563,000 | 44 |
YTD Gross Income employee benefit defined benefit | $6,000 | 177 |
YTD Gross Income from other retirement accounts | $298,000 | 202 |
YTD Gross Income corporate trust and agency | $5,000 | 89 |
Investment management and investment advisory agency accounts income | $297,000 | 293 |
Foundation and endowment and agency accounts income | $77,000 | 189 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $523,000 | 70 |
YTD Gross income other trust accounts | $639,000 | 49 |
Gross Fiduciary activities income | $6,556,000 | 119 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,516,000 | 87 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $795,000 | 44 |
YTD Gross Income employee benefit defined benefit | $4,000 | 156 |
YTD Gross Income from other retirement accounts | $160,000 | 187 |
YTD Gross Income corporate trust and agency | $5,000 | 71 |
Investment management and investment advisory agency accounts income | $132,000 | 265 |
Foundation and endowment and agency accounts income | $36,000 | 183 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $274,000 | 72 |
YTD Gross income other trust accounts | $316,000 | 44 |
Gross Fiduciary activities income | $3,238,000 | 124 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,542,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,344,000 | 40 |
YTD Gross Income employee benefit defined benefit | $14,000 | 180 |
YTD Gross Income from other retirement accounts | $573,000 | 201 |
YTD Gross Income corporate trust and agency | $1,094,000 | 35 |
Investment management and investment advisory agency accounts income | $673,000 | 269 |
Foundation and endowment and agency accounts income | $201,000 | 166 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $1,063,000 | 70 |
YTD Gross income other trust accounts | $867,000 | 55 |
Gross Fiduciary activities income | $14,371,000 | 113 |
YTD fiduciary expense (Dec. only) | $14,910,000 | 86 |
YTD fiduciary net loss (Dec. only) | $64,000 | 63 |
YTD fiduciary intracompany income (Dec. only) | $1,096,000 | 39 |
YTD net fiduciary income (Dec. only) | $493,000 | 314 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,811,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,737,000 | 41 |
YTD Gross Income employee benefit defined benefit | $12,000 | 166 |
YTD Gross Income from other retirement accounts | $177,000 | 261 |
YTD Gross Income corporate trust and agency | $1,091,000 | 32 |
Investment management and investment advisory agency accounts income | $680,000 | 230 |
Foundation and endowment and agency accounts income | $128,000 | 169 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $801,000 | 68 |
YTD Gross income other trust accounts | $652,000 | 57 |
Gross Fiduciary activities income | $11,089,000 | 112 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,212,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,800,000 | 41 |
YTD Gross Income employee benefit defined benefit | $8,000 | 173 |
YTD Gross Income from other retirement accounts | $120,000 | 287 |
YTD Gross Income corporate trust and agency | $1,068,000 | 29 |
Investment management and investment advisory agency accounts income | $456,000 | 243 |
Foundation and endowment and agency accounts income | $100,000 | 165 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $528,000 | 68 |
YTD Gross income other trust accounts | $435,000 | 54 |
Gross Fiduciary activities income | $7,727,000 | 111 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,575,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $891,000 | 40 |
YTD Gross Income employee benefit defined benefit | $4,000 | 166 |
YTD Gross Income from other retirement accounts | $59,000 | 289 |
YTD Gross Income corporate trust and agency | $561,000 | 28 |
Investment management and investment advisory agency accounts income | $239,000 | 230 |
Foundation and endowment and agency accounts income | $51,000 | 158 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $271,000 | 64 |
YTD Gross income other trust accounts | $222,000 | 50 |
Gross Fiduciary activities income | $3,873,000 | 111 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,696,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,814,000 | 37 |
YTD Gross Income employee benefit defined benefit | $18,000 | 188 |
YTD Gross Income from other retirement accounts | $259,000 | 289 |
YTD Gross Income corporate trust and agency | $2,473,000 | 27 |
Investment management and investment advisory agency accounts income | $945,000 | 243 |
Foundation and endowment and agency accounts income | $51,000 | 275 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $1,231,000 | 64 |
YTD Gross income other trust accounts | $888,000 | 52 |
Gross Fiduciary activities income | $16,375,000 | 105 |
YTD fiduciary expense (Dec. only) | $13,508,000 | 94 |
YTD fiduciary net loss (Dec. only) | $67,000 | 68 |
YTD fiduciary intracompany income (Dec. only) | $608,000 | 58 |
YTD net fiduciary income (Dec. only) | $3,408,000 | 130 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,088,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,825,000 | 39 |
YTD Gross Income employee benefit defined benefit | $14,000 | 171 |
YTD Gross Income from other retirement accounts | $190,000 | 274 |
YTD Gross Income corporate trust and agency | $1,960,000 | 26 |
Investment management and investment advisory agency accounts income | $737,000 | 235 |
Foundation and endowment and agency accounts income | $42,000 | 244 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $936,000 | 64 |
YTD Gross income other trust accounts | $677,000 | 53 |
Gross Fiduciary activities income | $12,469,000 | 101 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,404,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,932,000 | 38 |
YTD Gross Income employee benefit defined benefit | $7,000 | 180 |
YTD Gross Income from other retirement accounts | $102,000 | 299 |
YTD Gross Income corporate trust and agency | $1,432,000 | 26 |
Investment management and investment advisory agency accounts income | $512,000 | 229 |
Foundation and endowment and agency accounts income | $29,000 | 241 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $633,000 | 65 |
YTD Gross income other trust accounts | $456,000 | 53 |
Gross Fiduciary activities income | $8,507,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,709,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $973,000 | 37 |
YTD Gross Income employee benefit defined benefit | $4,000 | 176 |
YTD Gross Income from other retirement accounts | $52,000 | 300 |
YTD Gross Income corporate trust and agency | $731,000 | 29 |
Investment management and investment advisory agency accounts income | $264,000 | 225 |
Foundation and endowment and agency accounts income | $15,000 | 239 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $334,000 | 62 |
YTD Gross income other trust accounts | $227,000 | 51 |
Gross Fiduciary activities income | $4,309,000 | 100 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,205,000 | 72 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,691,000 | 40 |
YTD Gross Income employee benefit defined benefit | $3,000 | 232 |
YTD Gross Income from other retirement accounts | $206,000 | 308 |
YTD Gross Income corporate trust and agency | $2,673,000 | 27 |
Investment management and investment advisory agency accounts income | $994,000 | 229 |
Foundation and endowment and agency accounts income | $56,000 | 267 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $1,205,000 | 62 |
YTD Gross income other trust accounts | $1,081,000 | 46 |
Gross Fiduciary activities income | $16,114,000 | 101 |
YTD fiduciary expense (Dec. only) | $12,897,000 | 95 |
YTD fiduciary net loss (Dec. only) | $27,000 | 90 |
YTD fiduciary intracompany income (Dec. only) | $225,000 | 92 |
YTD net fiduciary income (Dec. only) | $3,415,000 | 123 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,646,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,679,000 | 39 |
YTD Gross Income employee benefit defined benefit | $2,000 | 199 |
YTD Gross Income from other retirement accounts | $150,000 | 286 |
YTD Gross Income corporate trust and agency | $2,167,000 | 27 |
Investment management and investment advisory agency accounts income | $753,000 | 220 |
Foundation and endowment and agency accounts income | $42,000 | 233 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $898,000 | 63 |
YTD Gross income other trust accounts | $849,000 | 47 |
Gross Fiduciary activities income | $12,185,000 | 101 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,089,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,782,000 | 39 |
YTD Gross Income employee benefit defined benefit | $2,000 | 193 |
YTD Gross Income from other retirement accounts | $100,000 | 283 |
YTD Gross Income corporate trust and agency | $1,506,000 | 27 |
Investment management and investment advisory agency accounts income | $450,000 | 238 |
Foundation and endowment and agency accounts income | $26,000 | 235 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $616,000 | 64 |
YTD Gross income other trust accounts | $605,000 | 46 |
Gross Fiduciary activities income | $8,176,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,546,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $925,000 | 37 |
YTD Gross Income employee benefit defined benefit | $1,000 | 187 |
YTD Gross Income from other retirement accounts | $51,000 | 283 |
YTD Gross Income corporate trust and agency | $728,000 | 28 |
Investment management and investment advisory agency accounts income | $232,000 | 227 |
Foundation and endowment and agency accounts income | $14,000 | 235 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $308,000 | 62 |
YTD Gross income other trust accounts | $319,000 | 40 |
Gross Fiduciary activities income | $4,124,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,014,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,455,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,000 | 229 |
YTD Gross Income from other retirement accounts | $243,000 | 282 |
YTD Gross Income corporate trust and agency | $2,723,000 | 27 |
Investment management and investment advisory agency accounts income | $884,000 | 230 |
Foundation and endowment and agency accounts income | $47,000 | 272 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $1,038,000 | 64 |
YTD Gross income other trust accounts | $1,441,000 | 35 |
Gross Fiduciary activities income | $17,849,000 | 93 |
YTD fiduciary expense (Dec. only) | $19,124,000 | 68 |
YTD fiduciary net loss (Dec. only) | $13,000 | 109 |
YTD fiduciary intracompany income (Dec. only) | $137,000 | 107 |
YTD net fiduciary income (Dec. only) | $-1,151,000 | 5,908 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,630,000 | 70 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,567,000 | 22 |
YTD Gross Income employee benefit defined benefit | $3,000 | 195 |
YTD Gross Income from other retirement accounts | $203,000 | 250 |
YTD Gross Income corporate trust and agency | $1,992,000 | 27 |
Investment management and investment advisory agency accounts income | $667,000 | 225 |
Foundation and endowment and agency accounts income | $37,000 | 237 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $794,000 | 67 |
YTD Gross income other trust accounts | $1,063,000 | 35 |
Gross Fiduciary activities income | $13,956,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,114,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,623,000 | 20 |
YTD Gross Income employee benefit defined benefit | $7,000 | 179 |
YTD Gross Income from other retirement accounts | $154,000 | 242 |
YTD Gross Income corporate trust and agency | $1,279,000 | 27 |
Investment management and investment advisory agency accounts income | $483,000 | 215 |
Foundation and endowment and agency accounts income | $27,000 | 230 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $453,000 | 67 |
YTD Gross income other trust accounts | $719,000 | 38 |
Gross Fiduciary activities income | $9,859,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,588,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,057,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,000 | 200 |
YTD Gross Income from other retirement accounts | $34,000 | 308 |
YTD Gross Income corporate trust and agency | $590,000 | 27 |
Investment management and investment advisory agency accounts income | $221,000 | 223 |
Foundation and endowment and agency accounts income | $13,000 | 234 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $192,000 | 73 |
YTD Gross income other trust accounts | $377,000 | 32 |
Gross Fiduciary activities income | $5,073,000 | 81 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,146,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $7,818,000 | 20 |
YTD Gross Income employee benefit defined benefit | $6,000 | 228 |
YTD Gross Income from other retirement accounts | $102,000 | 391 |
YTD Gross Income corporate trust and agency | $2,251,000 | 26 |
Investment management and investment advisory agency accounts income | $506,000 | 307 |
Foundation and endowment and agency accounts income | $17,000 | 332 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $713,000 | 80 |
YTD Gross income other trust accounts | $1,725,000 | 29 |
Gross Fiduciary activities income | $18,284,000 | 87 |
YTD fiduciary expense (Dec. only) | $15,189,000 | 80 |
YTD fiduciary net loss (Dec. only) | $23,000 | 90 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $3,072,000 | 117 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,999,000 | 82 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,638,000 | 20 |
YTD Gross Income employee benefit defined benefit | $5,000 | 196 |
YTD Gross Income from other retirement accounts | $84,000 | 317 |
YTD Gross Income corporate trust and agency | $1,572,000 | 26 |
Investment management and investment advisory agency accounts income | $388,000 | 284 |
Foundation and endowment and agency accounts income | $13,000 | 265 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $537,000 | 81 |
YTD Gross income other trust accounts | $1,334,000 | 29 |
Gross Fiduciary activities income | $13,570,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,729,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,594,000 | 21 |
YTD Gross Income employee benefit defined benefit | $4,000 | 191 |
YTD Gross Income from other retirement accounts | $58,000 | 319 |
YTD Gross Income corporate trust and agency | $1,056,000 | 26 |
Investment management and investment advisory agency accounts income | $278,000 | 282 |
Foundation and endowment and agency accounts income | $9,000 | 261 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $298,000 | 89 |
YTD Gross income other trust accounts | $1,055,000 | 28 |
Gross Fiduciary activities income | $9,081,000 | 89 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,350,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,762,000 | 21 |
YTD Gross Income employee benefit defined benefit | $2,000 | 192 |
YTD Gross Income from other retirement accounts | $30,000 | 315 |
YTD Gross Income corporate trust and agency | $530,000 | 26 |
Investment management and investment advisory agency accounts income | $133,000 | 284 |
Foundation and endowment and agency accounts income | $5,000 | 259 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $190,000 | 75 |
YTD Gross income other trust accounts | $529,000 | 29 |
Gross Fiduciary activities income | $4,531,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,374,000 | 80 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,866,000 | 24 |
YTD Gross Income employee benefit defined benefit | $8,000 | 226 |
YTD Gross Income from other retirement accounts | $121,000 | 361 |
YTD Gross Income corporate trust and agency | $2,069,000 | 26 |
Investment management and investment advisory agency accounts income | $515,000 | 303 |
Foundation and endowment and agency accounts income | $19,000 | 318 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $642,000 | 81 |
YTD Gross income other trust accounts | $2,076,000 | 29 |
Gross Fiduciary activities income | $17,690,000 | 86 |
YTD fiduciary expense (Dec. only) | $14,048,000 | 77 |
YTD fiduciary net loss (Dec. only) | $16,000 | 101 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $3,626,000 | 107 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,168,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,723,000 | 26 |
YTD Gross Income employee benefit defined benefit | $6,000 | 198 |
YTD Gross Income from other retirement accounts | $89,000 | 312 |
YTD Gross Income corporate trust and agency | $1,514,000 | 25 |
Investment management and investment advisory agency accounts income | $370,000 | 284 |
Foundation and endowment and agency accounts income | $14,000 | 256 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $486,000 | 81 |
YTD Gross income other trust accounts | $1,529,000 | 33 |
Gross Fiduciary activities income | $12,899,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,818,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,024,000 | 26 |
YTD Gross Income employee benefit defined benefit | $4,000 | 197 |
YTD Gross Income from other retirement accounts | $59,000 | 310 |
YTD Gross Income corporate trust and agency | $1,035,000 | 24 |
Investment management and investment advisory agency accounts income | $241,000 | 286 |
Foundation and endowment and agency accounts income | $10,000 | 255 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $303,000 | 85 |
YTD Gross income other trust accounts | $1,050,000 | 32 |
Gross Fiduciary activities income | $8,544,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,395,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,556,000 | 26 |
YTD Gross Income employee benefit defined benefit | $2,000 | 199 |
YTD Gross Income from other retirement accounts | $28,000 | 317 |
YTD Gross Income corporate trust and agency | $512,000 | 24 |
Investment management and investment advisory agency accounts income | $132,000 | 278 |
Foundation and endowment and agency accounts income | $5,000 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $161,000 | 78 |
YTD Gross income other trust accounts | $506,000 | 34 |
Gross Fiduciary activities income | $4,297,000 | 86 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $5,095,000 | 79 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,119,000 | 31 |
YTD Gross Income employee benefit defined benefit | $7,000 | 232 |
YTD Gross Income from other retirement accounts | $109,000 | 362 |
YTD Gross Income corporate trust and agency | $2,191,000 | 24 |
Investment management and investment advisory agency accounts income | $485,000 | 298 |
Foundation and endowment and agency accounts income | $17,000 | 306 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $727,000 | 81 |
YTD Gross income other trust accounts | $2,110,000 | 29 |
Gross Fiduciary activities income | $15,860,000 | 90 |
YTD fiduciary expense (Dec. only) | $13,633,000 | 78 |
YTD fiduciary net loss (Dec. only) | $25,000 | 97 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $2,202,000 | 141 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,827,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,618,000 | 32 |
YTD Gross Income employee benefit defined benefit | $5,000 | 198 |
YTD Gross Income from other retirement accounts | $81,000 | 302 |
YTD Gross Income corporate trust and agency | $1,637,000 | 24 |
Investment management and investment advisory agency accounts income | $372,000 | 264 |
Foundation and endowment and agency accounts income | $16,000 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $528,000 | 80 |
YTD Gross income other trust accounts | $1,400,000 | 31 |
Gross Fiduciary activities income | $11,484,000 | 90 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,504,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,378,000 | 31 |
YTD Gross Income employee benefit defined benefit | $3,000 | 197 |
YTD Gross Income from other retirement accounts | $55,000 | 301 |
YTD Gross Income corporate trust and agency | $1,076,000 | 24 |
Investment management and investment advisory agency accounts income | $251,000 | 258 |
Foundation and endowment and agency accounts income | $11,000 | 235 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $336,000 | 80 |
YTD Gross income other trust accounts | $872,000 | 32 |
Gross Fiduciary activities income | $7,486,000 | 91 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,167,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,163,000 | 33 |
YTD Gross Income employee benefit defined benefit | $2,000 | 192 |
YTD Gross Income from other retirement accounts | $28,000 | 299 |
YTD Gross Income corporate trust and agency | $526,000 | 24 |
Investment management and investment advisory agency accounts income | $111,000 | 272 |
Foundation and endowment and agency accounts income | $5,000 | 243 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $170,000 | 77 |
YTD Gross income other trust accounts | $497,000 | 30 |
Gross Fiduciary activities income | $3,669,000 | 91 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,301,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,316,000 | 34 |
YTD Gross Income employee benefit defined benefit | $0 | 262 |
YTD Gross Income from other retirement accounts | $112,000 | 340 |
YTD Gross Income corporate trust and agency | $2,039,000 | 26 |
Investment management and investment advisory agency accounts income | $502,000 | 271 |
Foundation and endowment and agency accounts income | $23,000 | 289 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $690,000 | 78 |
YTD Gross income other trust accounts | $2,115,000 | 28 |
Gross Fiduciary activities income | $14,098,000 | 91 |
YTD fiduciary expense (Dec. only) | $12,663,000 | 79 |
YTD fiduciary net loss (Dec. only) | $41,000 | 74 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $1,394,000 | 157 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,094,000 | 84 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,953,000 | 36 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $91,000 | 292 |
YTD Gross Income corporate trust and agency | $1,477,000 | 27 |
Investment management and investment advisory agency accounts income | $380,000 | 250 |
Foundation and endowment and agency accounts income | $25,000 | 225 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $502,000 | 77 |
YTD Gross income other trust accounts | $1,548,000 | 28 |
Gross Fiduciary activities income | $10,070,000 | 92 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,974,000 | 88 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,912,000 | 37 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $58,000 | 293 |
YTD Gross Income corporate trust and agency | $964,000 | 28 |
Investment management and investment advisory agency accounts income | $285,000 | 243 |
Foundation and endowment and agency accounts income | $34,000 | 191 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $333,000 | 77 |
YTD Gross income other trust accounts | $1,009,000 | 28 |
Gross Fiduciary activities income | $6,569,000 | 92 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $977,000 | 90 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $906,000 | 37 |
YTD Gross Income employee benefit defined benefit | $0 | 205 |
YTD Gross Income from other retirement accounts | $29,000 | 287 |
YTD Gross Income corporate trust and agency | $479,000 | 27 |
Investment management and investment advisory agency accounts income | $141,000 | 239 |
Foundation and endowment and agency accounts income | $17,000 | 190 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $172,000 | 74 |
YTD Gross income other trust accounts | $499,000 | 28 |
Gross Fiduciary activities income | $3,220,000 | 93 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,735,000 | 91 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,743,000 | 35 |
YTD Gross Income employee benefit defined benefit | $0 | 264 |
YTD Gross Income from other retirement accounts | $110,000 | 344 |
YTD Gross Income corporate trust and agency | $1,725,000 | 27 |
Investment management and investment advisory agency accounts income | $599,000 | 243 |
Foundation and endowment and agency accounts income | $62,000 | 213 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $749,000 | 70 |
YTD Gross income other trust accounts | $2,179,000 | 31 |
Gross Fiduciary activities income | $12,902,000 | 81 |
YTD fiduciary expense (Dec. only) | $11,741,000 | 80 |
YTD fiduciary net loss (Dec. only) | $3,000 | 166 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $1,158,000 | 177 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,791,000 | 91 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,664,000 | 36 |
YTD Gross Income employee benefit defined benefit | $0 | 227 |
YTD Gross Income from other retirement accounts | $80,000 | 294 |
YTD Gross Income corporate trust and agency | $1,256,000 | 25 |
Investment management and investment advisory agency accounts income | $438,000 | 236 |
Foundation and endowment and agency accounts income | $43,000 | 190 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $572,000 | 73 |
YTD Gross income other trust accounts | $1,670,000 | 32 |
Gross Fiduciary activities income | $9,514,000 | 83 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,882,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,756,000 | 36 |
YTD Gross Income employee benefit defined benefit | $0 | 222 |
YTD Gross Income from other retirement accounts | $59,000 | 292 |
YTD Gross Income corporate trust and agency | $829,000 | 29 |
Investment management and investment advisory agency accounts income | $283,000 | 239 |
Foundation and endowment and agency accounts income | $33,000 | 183 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $397,000 | 70 |
YTD Gross income other trust accounts | $1,087,000 | 33 |
Gross Fiduciary activities income | $6,326,000 | 85 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $955,000 | 90 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $875,000 | 35 |
YTD Gross Income employee benefit defined benefit | $0 | 221 |
YTD Gross Income from other retirement accounts | $31,000 | 290 |
YTD Gross Income corporate trust and agency | $404,000 | 29 |
Investment management and investment advisory agency accounts income | $142,000 | 241 |
Foundation and endowment and agency accounts income | $17,000 | 181 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $190,000 | 72 |
YTD Gross income other trust accounts | $559,000 | 36 |
Gross Fiduciary activities income | $3,173,000 | 82 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,456,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,989,000 | 39 |
YTD Gross Income employee benefit defined benefit | $0 | 279 |
YTD Gross Income from other retirement accounts | $87,000 | 371 |
YTD Gross Income corporate trust and agency | $1,504,000 | 33 |
Investment management and investment advisory agency accounts income | $593,000 | 231 |
Foundation and endowment and agency accounts income | $61,000 | 213 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $720,000 | 78 |
YTD Gross income other trust accounts | $2,305,000 | 32 |
Gross Fiduciary activities income | $11,715,000 | 84 |
YTD fiduciary expense (Dec. only) | $10,254,000 | 90 |
YTD fiduciary net loss (Dec. only) | $13,000 | 107 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $1,448,000 | 147 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,513,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,098,000 | 41 |
YTD Gross Income employee benefit defined benefit | $0 | 233 |
YTD Gross Income from other retirement accounts | $70,000 | 289 |
YTD Gross Income corporate trust and agency | $1,147,000 | 30 |
Investment management and investment advisory agency accounts income | $497,000 | 209 |
Foundation and endowment and agency accounts income | $50,000 | 173 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $553,000 | 75 |
YTD Gross income other trust accounts | $1,791,000 | 32 |
Gross Fiduciary activities income | $8,719,000 | 84 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,630,000 | 95 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,392,000 | 42 |
YTD Gross Income employee benefit defined benefit | $0 | 230 |
YTD Gross Income from other retirement accounts | $46,000 | 292 |
YTD Gross Income corporate trust and agency | $754,000 | 31 |
Investment management and investment advisory agency accounts income | $346,000 | 210 |
Foundation and endowment and agency accounts income | $31,000 | 172 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $356,000 | 77 |
YTD Gross income other trust accounts | $1,265,000 | 31 |
Gross Fiduciary activities income | $5,820,000 | 84 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $857,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $712,000 | 41 |
YTD Gross Income employee benefit defined benefit | $0 | 224 |
YTD Gross Income from other retirement accounts | $24,000 | 291 |
YTD Gross Income corporate trust and agency | $380,000 | 29 |
Investment management and investment advisory agency accounts income | $151,000 | 218 |
Foundation and endowment and agency accounts income | $17,000 | 170 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $176,000 | 77 |
YTD Gross income other trust accounts | $551,000 | 36 |
Gross Fiduciary activities income | $2,868,000 | 87 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,914,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,595,000 | 45 |
YTD Gross Income employee benefit defined benefit | $0 | 277 |
YTD Gross Income from other retirement accounts | $85,000 | 364 |
YTD Gross Income corporate trust and agency | $1,422,000 | 36 |
Investment management and investment advisory agency accounts income | $580,000 | 224 |
Foundation and endowment and agency accounts income | $61,000 | 180 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $737,000 | 82 |
YTD Gross income other trust accounts | $2,255,000 | 36 |
Gross Fiduciary activities income | $10,649,000 | 90 |
YTD fiduciary expense (Dec. only) | $9,594,000 | 94 |
YTD fiduciary net loss (Dec. only) | $3,000 | 177 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $1,052,000 | 176 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $2,236,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,952,000 | 44 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $193,000 | 197 |
YTD Gross Income corporate trust and agency | $1,072,000 | 36 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $294,000 | 110 |
YTD Gross income other trust accounts | $1,654,000 | 36 |
Gross Fiduciary activities income | $7,812,000 | 90 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,448,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,249,000 | 46 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $122,000 | 202 |
YTD Gross Income corporate trust and agency | $730,000 | 34 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $218,000 | 110 |
YTD Gross income other trust accounts | $1,101,000 | 36 |
Gross Fiduciary activities income | $5,144,000 | 92 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $732,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $688,000 | 42 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $61,000 | 196 |
YTD Gross Income corporate trust and agency | $374,000 | 31 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $119,000 | 102 |
YTD Gross income other trust accounts | $528,000 | 35 |
Gross Fiduciary activities income | $2,651,000 | 88 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,436,000 | 92 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,467,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,642,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,788,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,036,000 | 96 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,145,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,378,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,676,000 | 98 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $10,209,000 | 99 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,536,000 | 106 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,952,000 | 110 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,410,000 | 109 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,234,000 | 110 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,701,000 | 111 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,445,000 | 109 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,209,000 | 111 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,281,000 | 114 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,260,000 | 115 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,177,000 | 118 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,150,000 | 118 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,120,000 | 126 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,147,000 | 135 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,403,000 | 138 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $1,704,000 | 140 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,353,000 | 145 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,600,000 | 142 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,634,000 | 141 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,930,000 | 177 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $5,085,000 | 193 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $4,385,000 | 210 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,393,000 | 269 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,154,000 | 295 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,173,000 | 290 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $3,024,000 | 304 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $2,882,000 | 313 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |