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 | $52,181,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $30,949,000 | 12 |
YTD Gross Income employee benefit defined benefit | $2,743,000 | 27 |
YTD Gross Income from other retirement accounts | $7,997,000 | 34 |
YTD Gross Income corporate trust and agency | $29,109,000 | 12 |
Investment management and investment advisory agency accounts income | $24,791,000 | 76 |
Foundation and endowment and agency accounts income | $17,880,000 | 15 |
YTD Gross income other trust and agency accounts | $9,311,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $11,582,000 | 29 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $186,543,000 | 28 |
YTD fiduciary expense (Dec. only) | $169,613,000 | 24 |
YTD fiduciary net loss (Dec. only) | $169,000 | 71 |
YTD fiduciary intracompany income (Dec. only) | $21,903,000 | 21 |
YTD net fiduciary income (Dec. only) | $38,664,000 | 38 |
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 | $39,157,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $22,981,000 | 11 |
YTD Gross Income employee benefit defined benefit | $2,066,000 | 27 |
YTD Gross Income from other retirement accounts | $5,933,000 | 35 |
YTD Gross Income corporate trust and agency | $21,893,000 | 12 |
Investment management and investment advisory agency accounts income | $18,762,000 | 79 |
Foundation and endowment and agency accounts income | $13,546,000 | 14 |
YTD Gross income other trust and agency accounts | $7,064,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $8,936,000 | 28 |
YTD Gross income other trust accounts | $0 | 170 |
Gross Fiduciary activities income | $140,338,000 | 28 |
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 | $26,876,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $14,584,000 | 11 |
YTD Gross Income employee benefit defined benefit | $1,291,000 | 27 |
YTD Gross Income from other retirement accounts | $3,992,000 | 34 |
YTD Gross Income corporate trust and agency | $13,946,000 | 12 |
Investment management and investment advisory agency accounts income | $12,542,000 | 79 |
Foundation and endowment and agency accounts income | $9,286,000 | 13 |
YTD Gross income other trust and agency accounts | $5,224,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $5,663,000 | 29 |
YTD Gross income other trust accounts | $0 | 195 |
Gross Fiduciary activities income | $93,406,000 | 30 |
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 | $13,088,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,208,000 | 11 |
YTD Gross Income employee benefit defined benefit | $658,000 | 31 |
YTD Gross Income from other retirement accounts | $1,911,000 | 34 |
YTD Gross Income corporate trust and agency | $7,070,000 | 13 |
Investment management and investment advisory agency accounts income | $6,165,000 | 35 |
Foundation and endowment and agency accounts income | $4,085,000 | 14 |
YTD Gross income other trust and agency accounts | $2,971,000 | 7 |
YTD Gross income custody and safekeeping agency accounts | $2,810,000 | 33 |
YTD Gross income other trust accounts | $0 | 164 |
Gross Fiduciary activities income | $45,966,000 | 30 |
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 | $56,417,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $28,734,000 | 11 |
YTD Gross Income employee benefit defined benefit | $2,842,000 | 31 |
YTD Gross Income from other retirement accounts | $7,902,000 | 34 |
YTD Gross Income corporate trust and agency | $22,111,000 | 14 |
Investment management and investment advisory agency accounts income | $20,617,000 | 45 |
Foundation and endowment and agency accounts income | $17,116,000 | 14 |
YTD Gross income other trust and agency accounts | $7,911,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $12,299,000 | 29 |
YTD Gross income other trust accounts | $0 | 229 |
Gross Fiduciary activities income | $175,949,000 | 33 |
YTD fiduciary expense (Dec. only) | $152,860,000 | 28 |
YTD fiduciary net loss (Dec. only) | $796,000 | 27 |
YTD fiduciary intracompany income (Dec. only) | $18,519,000 | 19 |
YTD net fiduciary income (Dec. only) | $40,812,000 | 36 |
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 | $42,983,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $21,984,000 | 11 |
YTD Gross Income employee benefit defined benefit | $2,111,000 | 31 |
YTD Gross Income from other retirement accounts | $5,973,000 | 33 |
YTD Gross Income corporate trust and agency | $15,675,000 | 14 |
Investment management and investment advisory agency accounts income | $14,799,000 | 47 |
Foundation and endowment and agency accounts income | $13,023,000 | 14 |
YTD Gross income other trust and agency accounts | $5,506,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $8,935,000 | 29 |
YTD Gross income other trust accounts | $0 | 184 |
Gross Fiduciary activities income | $130,989,000 | 33 |
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 | $28,921,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $14,952,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,386,000 | 26 |
YTD Gross Income from other retirement accounts | $4,073,000 | 30 |
YTD Gross Income corporate trust and agency | $9,785,000 | 10 |
Investment management and investment advisory agency accounts income | $9,050,000 | 42 |
Foundation and endowment and agency accounts income | $8,784,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,518,000 | 27 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $86,108,000 | 27 |
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 | $14,137,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,018,000 | 9 |
YTD Gross Income employee benefit defined benefit | $827,000 | 26 |
YTD Gross Income from other retirement accounts | $2,005,000 | 30 |
YTD Gross Income corporate trust and agency | $3,842,000 | 12 |
Investment management and investment advisory agency accounts income | $3,321,000 | 54 |
Foundation and endowment and agency accounts income | $4,344,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,966,000 | 30 |
YTD Gross income other trust accounts | $0 | 156 |
Gross Fiduciary activities income | $41,278,000 | 27 |
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 | $55,875,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $25,585,000 | 9 |
YTD Gross Income employee benefit defined benefit | $3,350,000 | 25 |
YTD Gross Income from other retirement accounts | $8,205,000 | 28 |
YTD Gross Income corporate trust and agency | $14,553,000 | 12 |
Investment management and investment advisory agency accounts income | $11,319,000 | 59 |
Foundation and endowment and agency accounts income | $17,834,000 | 12 |
YTD Gross income other trust and agency accounts | $5,538,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $9,467,000 | 31 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $151,726,000 | 28 |
YTD fiduciary expense (Dec. only) | $145,635,000 | 24 |
YTD fiduciary net loss (Dec. only) | $480,000 | 25 |
YTD fiduciary intracompany income (Dec. only) | $4,712,000 | 22 |
YTD net fiduciary income (Dec. only) | $10,323,000 | 76 |
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 | $40,952,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $19,401,000 | 9 |
YTD Gross Income employee benefit defined benefit | $2,503,000 | 25 |
YTD Gross Income from other retirement accounts | $6,069,000 | 28 |
YTD Gross Income corporate trust and agency | $10,798,000 | 11 |
Investment management and investment advisory agency accounts income | $8,408,000 | 59 |
Foundation and endowment and agency accounts income | $13,165,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,411,000 | 31 |
YTD Gross income other trust accounts | $0 | 167 |
Gross Fiduciary activities income | $111,778,000 | 28 |
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 | $26,853,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,904,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,507,000 | 26 |
YTD Gross Income from other retirement accounts | $4,060,000 | 28 |
YTD Gross Income corporate trust and agency | $7,070,000 | 12 |
Investment management and investment advisory agency accounts income | $5,325,000 | 59 |
Foundation and endowment and agency accounts income | $9,558,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,443,000 | 36 |
YTD Gross income other trust accounts | $0 | 197 |
Gross Fiduciary activities income | $73,463,000 | 28 |
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 | $12,898,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $6,325,000 | 9 |
YTD Gross Income employee benefit defined benefit | $675,000 | 29 |
YTD Gross Income from other retirement accounts | $1,935,000 | 30 |
YTD Gross Income corporate trust and agency | $3,700,000 | 14 |
Investment management and investment advisory agency accounts income | $2,514,000 | 61 |
Foundation and endowment and agency accounts income | $4,007,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,610,000 | 37 |
YTD Gross income other trust accounts | $0 | 158 |
Gross Fiduciary activities income | $35,056,000 | 28 |
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 | $49,609,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $23,716,000 | 10 |
YTD Gross Income employee benefit defined benefit | $2,455,000 | 26 |
YTD Gross Income from other retirement accounts | $6,958,000 | 29 |
YTD Gross Income corporate trust and agency | $19,075,000 | 12 |
Investment management and investment advisory agency accounts income | $13,376,000 | 52 |
Foundation and endowment and agency accounts income | $17,611,000 | 13 |
YTD Gross income other trust and agency accounts | $5,883,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $4,663,000 | 42 |
YTD Gross income other trust accounts | $0 | 227 |
Gross Fiduciary activities income | $143,346,000 | 28 |
YTD fiduciary expense (Dec. only) | $136,808,000 | 25 |
YTD fiduciary net loss (Dec. only) | $486,000 | 27 |
YTD fiduciary intracompany income (Dec. only) | $3,021,000 | 25 |
YTD net fiduciary income (Dec. only) | $9,073,000 | 69 |
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 | $36,396,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $17,324,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,774,000 | 28 |
YTD Gross Income from other retirement accounts | $5,085,000 | 28 |
YTD Gross Income corporate trust and agency | $15,369,000 | 12 |
Investment management and investment advisory agency accounts income | $10,854,000 | 47 |
Foundation and endowment and agency accounts income | $12,987,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,566,000 | 42 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $107,956,000 | 27 |
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 | $24,739,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $11,256,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,118,000 | 27 |
YTD Gross Income from other retirement accounts | $3,297,000 | 28 |
YTD Gross Income corporate trust and agency | $10,843,000 | 11 |
Investment management and investment advisory agency accounts income | $8,169,000 | 41 |
Foundation and endowment and agency accounts income | $8,701,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,318,000 | 42 |
YTD Gross income other trust accounts | $0 | 205 |
Gross Fiduciary activities income | $73,966,000 | 27 |
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 | $11,799,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,615,000 | 10 |
YTD Gross Income employee benefit defined benefit | $559,000 | 27 |
YTD Gross Income from other retirement accounts | $1,623,000 | 32 |
YTD Gross Income corporate trust and agency | $6,183,000 | 11 |
Investment management and investment advisory agency accounts income | $4,915,000 | 35 |
Foundation and endowment and agency accounts income | $4,353,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,297,000 | 43 |
YTD Gross income other trust accounts | $0 | 171 |
Gross Fiduciary activities income | $38,159,000 | 27 |
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 | $46,431,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $24,129,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,793,000 | 33 |
YTD Gross Income from other retirement accounts | $6,164,000 | 32 |
YTD Gross Income corporate trust and agency | $24,149,000 | 11 |
Investment management and investment advisory agency accounts income | $18,741,000 | 33 |
Foundation and endowment and agency accounts income | $16,672,000 | 11 |
YTD Gross income other trust and agency accounts | $5,783,000 | 8 |
YTD Gross income custody and safekeeping agency accounts | $5,157,000 | 42 |
YTD Gross income other trust accounts | $0 | 219 |
Gross Fiduciary activities income | $149,019,000 | 27 |
YTD fiduciary expense (Dec. only) | $129,532,000 | 25 |
YTD fiduciary net loss (Dec. only) | $242,000 | 35 |
YTD fiduciary intracompany income (Dec. only) | $2,728,000 | 32 |
YTD net fiduciary income (Dec. only) | $21,973,000 | 34 |
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 | $29,951,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $17,796,000 | 9 |
YTD Gross Income employee benefit defined benefit | $1,364,000 | 33 |
YTD Gross Income from other retirement accounts | $5,734,000 | 26 |
YTD Gross Income corporate trust and agency | $15,979,000 | 11 |
Investment management and investment advisory agency accounts income | $20,666,000 | 26 |
Foundation and endowment and agency accounts income | $9,978,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,709,000 | 36 |
YTD Gross income other trust accounts | $0 | 196 |
Gross Fiduciary activities income | $111,171,000 | 27 |
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 | $20,056,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,887,000 | 11 |
YTD Gross Income employee benefit defined benefit | $1,198,000 | 26 |
YTD Gross Income from other retirement accounts | $4,108,000 | 24 |
YTD Gross Income corporate trust and agency | $10,510,000 | 11 |
Investment management and investment advisory agency accounts income | $14,100,000 | 27 |
Foundation and endowment and agency accounts income | $6,388,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,174,000 | 34 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $74,350,000 | 27 |
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 | $9,547,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,584,000 | 12 |
YTD Gross Income employee benefit defined benefit | $867,000 | 25 |
YTD Gross Income from other retirement accounts | $1,685,000 | 28 |
YTD Gross Income corporate trust and agency | $5,109,000 | 11 |
Investment management and investment advisory agency accounts income | $6,912,000 | 27 |
Foundation and endowment and agency accounts income | $2,940,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,252,000 | 35 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $36,180,000 | 27 |
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 | $40,824,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $18,099,000 | 12 |
YTD Gross Income employee benefit defined benefit | $3,659,000 | 24 |
YTD Gross Income from other retirement accounts | $6,610,000 | 27 |
YTD Gross Income corporate trust and agency | $20,941,000 | 9 |
Investment management and investment advisory agency accounts income | $27,126,000 | 28 |
Foundation and endowment and agency accounts income | $11,558,000 | 15 |
YTD Gross income other trust and agency accounts | $21,539,000 | 6 |
YTD Gross income custody and safekeeping agency accounts | $8,117,000 | 34 |
YTD Gross income other trust accounts | $0 | 246 |
Gross Fiduciary activities income | $158,473,000 | 27 |
YTD fiduciary expense (Dec. only) | $124,413,000 | 26 |
YTD fiduciary net loss (Dec. only) | $842,000 | 15 |
YTD fiduciary intracompany income (Dec. only) | $3,516,000 | 28 |
YTD net fiduciary income (Dec. only) | $36,734,000 | 30 |
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 | $30,089,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $13,689,000 | 12 |
YTD Gross Income employee benefit defined benefit | $2,848,000 | 24 |
YTD Gross Income from other retirement accounts | $4,868,000 | 28 |
YTD Gross Income corporate trust and agency | $15,241,000 | 9 |
Investment management and investment advisory agency accounts income | $20,806,000 | 28 |
Foundation and endowment and agency accounts income | $8,718,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,848,000 | 34 |
YTD Gross income other trust accounts | $0 | 208 |
Gross Fiduciary activities income | $122,027,000 | 27 |
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 | $19,658,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,267,000 | 11 |
YTD Gross Income employee benefit defined benefit | $2,014,000 | 22 |
YTD Gross Income from other retirement accounts | $3,643,000 | 27 |
YTD Gross Income corporate trust and agency | $9,347,000 | 11 |
Investment management and investment advisory agency accounts income | $13,733,000 | 28 |
Foundation and endowment and agency accounts income | $5,837,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,307,000 | 31 |
YTD Gross income other trust accounts | $0 | 203 |
Gross Fiduciary activities income | $70,532,000 | 29 |
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 | $9,672,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,572,000 | 12 |
YTD Gross Income employee benefit defined benefit | $1,129,000 | 21 |
YTD Gross Income from other retirement accounts | $1,821,000 | 29 |
YTD Gross Income corporate trust and agency | $5,148,000 | 10 |
Investment management and investment advisory agency accounts income | $6,727,000 | 29 |
Foundation and endowment and agency accounts income | $2,791,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,997,000 | 31 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $35,207,000 | 28 |
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 | $35,384,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,708,000 | 33 |
YTD Gross Income employee benefit defined benefit | $280,000 | 86 |
YTD Gross Income from other retirement accounts | $4,790,000 | 38 |
YTD Gross Income corporate trust and agency | $20,274,000 | 10 |
Investment management and investment advisory agency accounts income | $30,791,000 | 27 |
Foundation and endowment and agency accounts income | $19,017,000 | 11 |
YTD Gross income other trust and agency accounts | $8,622,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $12,160,000 | 28 |
YTD Gross income other trust accounts | $0 | 290 |
Gross Fiduciary activities income | $136,026,000 | 27 |
YTD fiduciary expense (Dec. only) | $121,137,000 | 28 |
YTD fiduciary net loss (Dec. only) | $884,000 | 20 |
YTD fiduciary intracompany income (Dec. only) | $2,915,000 | 30 |
YTD net fiduciary income (Dec. only) | $16,920,000 | 45 |
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 | $25,844,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $13,228,000 | 12 |
YTD Gross Income employee benefit defined benefit | $2,360,000 | 27 |
YTD Gross Income from other retirement accounts | $4,882,000 | 29 |
YTD Gross Income corporate trust and agency | $15,144,000 | 10 |
Investment management and investment advisory agency accounts income | $20,655,000 | 27 |
Foundation and endowment and agency accounts income | $7,616,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,648,000 | 31 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $100,818,000 | 27 |
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 | $17,046,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,786,000 | 12 |
YTD Gross Income employee benefit defined benefit | $1,496,000 | 27 |
YTD Gross Income from other retirement accounts | $3,289,000 | 30 |
YTD Gross Income corporate trust and agency | $9,742,000 | 10 |
Investment management and investment advisory agency accounts income | $14,312,000 | 27 |
Foundation and endowment and agency accounts income | $4,984,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,721,000 | 30 |
YTD Gross income other trust accounts | $0 | 196 |
Gross Fiduciary activities income | $67,073,000 | 27 |
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 | $8,111,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,356,000 | 11 |
YTD Gross Income employee benefit defined benefit | $757,000 | 27 |
YTD Gross Income from other retirement accounts | $1,592,000 | 29 |
YTD Gross Income corporate trust and agency | $4,276,000 | 10 |
Investment management and investment advisory agency accounts income | $6,885,000 | 27 |
Foundation and endowment and agency accounts income | $2,468,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,334,000 | 31 |
YTD Gross income other trust accounts | $0 | 186 |
Gross Fiduciary activities income | $32,056,000 | 28 |
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 | $28,812,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $15,979,000 | 12 |
YTD Gross Income employee benefit defined benefit | $2,775,000 | 27 |
YTD Gross Income from other retirement accounts | $7,560,000 | 24 |
YTD Gross Income corporate trust and agency | $16,076,000 | 10 |
Investment management and investment advisory agency accounts income | $19,275,000 | 30 |
Foundation and endowment and agency accounts income | $8,295,000 | 15 |
YTD Gross income other trust and agency accounts | $4,273,000 | 10 |
YTD Gross income custody and safekeeping agency accounts | $8,410,000 | 31 |
YTD Gross income other trust accounts | $0 | 295 |
Gross Fiduciary activities income | $111,455,000 | 30 |
YTD fiduciary expense (Dec. only) | $126,441,000 | 26 |
YTD fiduciary net loss (Dec. only) | $3,219,000 | 8 |
YTD fiduciary intracompany income (Dec. only) | $2,019,000 | 32 |
YTD net fiduciary income (Dec. only) | $-16,186,000 | 5,913 |
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 | $21,822,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $11,563,000 | 12 |
YTD Gross Income employee benefit defined benefit | $2,192,000 | 25 |
YTD Gross Income from other retirement accounts | $5,154,000 | 25 |
YTD Gross Income corporate trust and agency | $11,462,000 | 11 |
Investment management and investment advisory agency accounts income | $14,570,000 | 31 |
Foundation and endowment and agency accounts income | $6,129,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $6,332,000 | 31 |
YTD Gross income other trust accounts | $0 | 216 |
Gross Fiduciary activities income | $82,386,000 | 30 |
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 | $14,713,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,587,000 | 12 |
YTD Gross Income employee benefit defined benefit | $1,530,000 | 25 |
YTD Gross Income from other retirement accounts | $3,320,000 | 27 |
YTD Gross Income corporate trust and agency | $7,478,000 | 12 |
Investment management and investment advisory agency accounts income | $9,605,000 | 32 |
Foundation and endowment and agency accounts income | $3,938,000 | 16 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,364,000 | 33 |
YTD Gross income other trust accounts | $0 | 212 |
Gross Fiduciary activities income | $54,552,000 | 29 |
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 | $6,939,000 | 25 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,664,000 | 12 |
YTD Gross Income employee benefit defined benefit | $795,000 | 26 |
YTD Gross Income from other retirement accounts | $1,563,000 | 29 |
YTD Gross Income corporate trust and agency | $3,862,000 | 12 |
Investment management and investment advisory agency accounts income | $4,210,000 | 34 |
Foundation and endowment and agency accounts income | $1,937,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,073,000 | 32 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $26,122,000 | 29 |
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 | $29,409,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $15,931,000 | 13 |
YTD Gross Income employee benefit defined benefit | $2,793,000 | 27 |
YTD Gross Income from other retirement accounts | $6,792,000 | 27 |
YTD Gross Income corporate trust and agency | $14,639,000 | 11 |
Investment management and investment advisory agency accounts income | $14,228,000 | 38 |
Foundation and endowment and agency accounts income | $8,339,000 | 14 |
YTD Gross income other trust and agency accounts | $4,283,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $7,993,000 | 32 |
YTD Gross income other trust accounts | $0 | 298 |
Gross Fiduciary activities income | $104,407,000 | 30 |
YTD fiduciary expense (Dec. only) | $112,374,000 | 25 |
YTD fiduciary net loss (Dec. only) | $330,000 | 28 |
YTD fiduciary intracompany income (Dec. only) | $2,414,000 | 25 |
YTD net fiduciary income (Dec. only) | $-5,883,000 | 577 |
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 | $22,364,000 | 24 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,771,000 | 15 |
YTD Gross Income employee benefit defined benefit | $3,799,000 | 16 |
YTD Gross Income from other retirement accounts | $5,102,000 | 26 |
YTD Gross Income corporate trust and agency | $11,325,000 | 10 |
Investment management and investment advisory agency accounts income | $11,387,000 | 36 |
Foundation and endowment and agency accounts income | $5,963,000 | 15 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,035,000 | 34 |
YTD Gross income other trust accounts | $0 | 212 |
Gross Fiduciary activities income | $79,077,000 | 30 |
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 | $15,225,000 | 25 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,245,000 | 14 |
YTD Gross Income employee benefit defined benefit | $1,617,000 | 27 |
YTD Gross Income from other retirement accounts | $3,289,000 | 27 |
YTD Gross Income corporate trust and agency | $7,143,000 | 11 |
Investment management and investment advisory agency accounts income | $7,987,000 | 34 |
Foundation and endowment and agency accounts income | $4,251,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,488,000 | 35 |
YTD Gross income other trust accounts | $0 | 208 |
Gross Fiduciary activities income | $53,344,000 | 31 |
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 | $7,191,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,946,000 | 15 |
YTD Gross Income employee benefit defined benefit | $788,000 | 27 |
YTD Gross Income from other retirement accounts | $1,573,000 | 30 |
YTD Gross Income corporate trust and agency | $3,334,000 | 12 |
Investment management and investment advisory agency accounts income | $3,945,000 | 35 |
Foundation and endowment and agency accounts income | $2,072,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,894,000 | 36 |
YTD Gross income other trust accounts | $0 | 198 |
Gross Fiduciary activities income | $25,886,000 | 32 |
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 | $28,504,000 | 25 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $14,884,000 | 15 |
YTD Gross Income employee benefit defined benefit | $3,203,000 | 25 |
YTD Gross Income from other retirement accounts | $5,831,000 | 28 |
YTD Gross Income corporate trust and agency | $11,480,000 | 13 |
Investment management and investment advisory agency accounts income | $14,028,000 | 36 |
Foundation and endowment and agency accounts income | $8,788,000 | 14 |
YTD Gross income other trust and agency accounts | $4,736,000 | 9 |
YTD Gross income custody and safekeeping agency accounts | $6,128,000 | 37 |
YTD Gross income other trust accounts | $0 | 296 |
Gross Fiduciary activities income | $97,582,000 | 32 |
YTD fiduciary expense (Dec. only) | $106,208,000 | 26 |
YTD fiduciary net loss (Dec. only) | $258,000 | 31 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $-8,884,000 | 6,509 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
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 | $20,903,000 | 25 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $11,303,000 | 15 |
YTD Gross Income employee benefit defined benefit | $2,167,000 | 28 |
YTD Gross Income from other retirement accounts | $4,495,000 | 26 |
YTD Gross Income corporate trust and agency | $8,241,000 | 13 |
Investment management and investment advisory agency accounts income | $10,523,000 | 36 |
Foundation and endowment and agency accounts income | $6,783,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,389,000 | 36 |
YTD Gross income other trust accounts | $0 | 217 |
Gross Fiduciary activities income | $72,291,000 | 30 |
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 | $0 | 10 |
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 | $13,886,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,347,000 | 15 |
YTD Gross Income employee benefit defined benefit | $1,420,000 | 30 |
YTD Gross Income from other retirement accounts | $3,034,000 | 27 |
YTD Gross Income corporate trust and agency | $5,177,000 | 12 |
Investment management and investment advisory agency accounts income | $8,466,000 | 34 |
Foundation and endowment and agency accounts income | $4,388,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,125,000 | 37 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $47,747,000 | 30 |
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 | $0 | 10 |
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 | $6,386,000 | 26 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,613,000 | 16 |
YTD Gross Income employee benefit defined benefit | $711,000 | 33 |
YTD Gross Income from other retirement accounts | $1,354,000 | 30 |
YTD Gross Income corporate trust and agency | $2,413,000 | 13 |
Investment management and investment advisory agency accounts income | $3,756,000 | 35 |
Foundation and endowment and agency accounts income | $2,137,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,662,000 | 37 |
YTD Gross income other trust accounts | $0 | 197 |
Gross Fiduciary activities income | $22,439,000 | 32 |
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 | $0 | 9 |
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 | $23,486,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $13,581,000 | 17 |
YTD Gross Income employee benefit defined benefit | $2,791,000 | 31 |
YTD Gross Income from other retirement accounts | $4,825,000 | 32 |
YTD Gross Income corporate trust and agency | $9,454,000 | 12 |
Investment management and investment advisory agency accounts income | $13,445,000 | 35 |
Foundation and endowment and agency accounts income | $8,730,000 | 13 |
YTD Gross income other trust and agency accounts | $1,924,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $5,974,000 | 37 |
YTD Gross income other trust accounts | $0 | 299 |
Gross Fiduciary activities income | $84,210,000 | 33 |
YTD fiduciary expense (Dec. only) | $102,361,000 | 29 |
YTD fiduciary net loss (Dec. only) | $283,000 | 26 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $-18,434,000 | 6,812 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
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 | $17,351,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,670,000 | 16 |
YTD Gross Income employee benefit defined benefit | $1,939,000 | 33 |
YTD Gross Income from other retirement accounts | $3,503,000 | 33 |
YTD Gross Income corporate trust and agency | $7,029,000 | 12 |
Investment management and investment advisory agency accounts income | $9,761,000 | 34 |
Foundation and endowment and agency accounts income | $6,437,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,153,000 | 37 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $62,305,000 | 33 |
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 | $0 | 10 |
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 | $11,553,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $6,812,000 | 16 |
YTD Gross Income employee benefit defined benefit | $1,455,000 | 29 |
YTD Gross Income from other retirement accounts | $2,501,000 | 31 |
YTD Gross Income corporate trust and agency | $4,609,000 | 13 |
Investment management and investment advisory agency accounts income | $6,742,000 | 33 |
Foundation and endowment and agency accounts income | $4,017,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,780,000 | 37 |
YTD Gross income other trust accounts | $0 | 203 |
Gross Fiduciary activities income | $41,526,000 | 33 |
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 | $0 | 10 |
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 | $5,338,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,395,000 | 17 |
YTD Gross Income employee benefit defined benefit | $639,000 | 33 |
YTD Gross Income from other retirement accounts | $1,095,000 | 36 |
YTD Gross Income corporate trust and agency | $2,112,000 | 14 |
Investment management and investment advisory agency accounts income | $3,278,000 | 34 |
Foundation and endowment and agency accounts income | $1,994,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,350,000 | 38 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $19,665,000 | 34 |
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 | $0 | 10 |
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 | $20,618,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,692,000 | 17 |
YTD Gross Income employee benefit defined benefit | $2,321,000 | 32 |
YTD Gross Income from other retirement accounts | $4,221,000 | 32 |
YTD Gross Income corporate trust and agency | $10,288,000 | 11 |
Investment management and investment advisory agency accounts income | $10,825,000 | 35 |
Foundation and endowment and agency accounts income | $7,799,000 | 13 |
YTD Gross income other trust and agency accounts | $1,632,000 | 16 |
YTD Gross income custody and safekeeping agency accounts | $5,093,000 | 39 |
YTD Gross income other trust accounts | $0 | 288 |
Gross Fiduciary activities income | $75,489,000 | 34 |
YTD fiduciary expense (Dec. only) | $89,307,000 | 29 |
YTD fiduciary net loss (Dec. only) | $191,000 | 37 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $-14,009,000 | 7,082 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
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 | $15,362,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,430,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,864,000 | 31 |
YTD Gross Income from other retirement accounts | $3,246,000 | 31 |
YTD Gross Income corporate trust and agency | $7,877,000 | 10 |
Investment management and investment advisory agency accounts income | $7,405,000 | 36 |
Foundation and endowment and agency accounts income | $5,853,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,916,000 | 38 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $56,135,000 | 34 |
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 | $0 | 11 |
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 | $10,463,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,921,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,335,000 | 29 |
YTD Gross Income from other retirement accounts | $2,176,000 | 30 |
YTD Gross Income corporate trust and agency | $5,177,000 | 10 |
Investment management and investment advisory agency accounts income | $5,148,000 | 36 |
Foundation and endowment and agency accounts income | $3,840,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,936,000 | 35 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $37,792,000 | 34 |
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 | $0 | 11 |
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 | $4,986,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,991,000 | 14 |
YTD Gross Income employee benefit defined benefit | $565,000 | 31 |
YTD Gross Income from other retirement accounts | $1,054,000 | 30 |
YTD Gross Income corporate trust and agency | $2,620,000 | 10 |
Investment management and investment advisory agency accounts income | $1,216,000 | 59 |
Foundation and endowment and agency accounts income | $1,855,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,482,000 | 34 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $18,148,000 | 34 |
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 | $0 | 10 |
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 | $19,876,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $14,848,000 | 16 |
YTD Gross Income employee benefit defined benefit | $2,335,000 | 29 |
YTD Gross Income from other retirement accounts | $3,952,000 | 30 |
YTD Gross Income corporate trust and agency | $7,595,000 | 13 |
Investment management and investment advisory agency accounts income | $8,115,000 | 39 |
Foundation and endowment and agency accounts income | $7,526,000 | 12 |
YTD Gross income other trust and agency accounts | $1,768,000 | 18 |
YTD Gross income custody and safekeeping agency accounts | $6,174,000 | 33 |
YTD Gross income other trust accounts | $0 | 299 |
Gross Fiduciary activities income | $72,189,000 | 32 |
YTD fiduciary expense (Dec. only) | $82,623,000 | 30 |
YTD fiduciary net loss (Dec. only) | $757,000 | 18 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $-11,191,000 | 7,356 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
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 | $15,183,000 | 30 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,718,000 | 15 |
YTD Gross Income employee benefit defined benefit | $2,030,000 | 30 |
YTD Gross Income from other retirement accounts | $3,008,000 | 31 |
YTD Gross Income corporate trust and agency | $5,439,000 | 13 |
Investment management and investment advisory agency accounts income | $6,697,000 | 39 |
Foundation and endowment and agency accounts income | $5,614,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $4,681,000 | 34 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $54,638,000 | 33 |
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 | $0 | 10 |
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 | $10,278,000 | 28 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,672,000 | 16 |
YTD Gross Income employee benefit defined benefit | $1,109,000 | 32 |
YTD Gross Income from other retirement accounts | $2,052,000 | 29 |
YTD Gross Income corporate trust and agency | $3,416,000 | 15 |
Investment management and investment advisory agency accounts income | $5,076,000 | 38 |
Foundation and endowment and agency accounts income | $3,930,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,732,000 | 34 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $37,056,000 | 32 |
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 | $0 | 10 |
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 | $5,162,000 | 29 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,858,000 | 16 |
YTD Gross Income employee benefit defined benefit | $544,000 | 32 |
YTD Gross Income from other retirement accounts | $1,047,000 | 29 |
YTD Gross Income corporate trust and agency | $1,552,000 | 16 |
Investment management and investment advisory agency accounts income | $2,607,000 | 38 |
Foundation and endowment and agency accounts income | $1,909,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,140,000 | 36 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $18,162,000 | 33 |
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 | $0 | 9 |
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 | $8,543,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,917,000 | 20 |
YTD Gross Income employee benefit defined benefit | $2,169,000 | 31 |
YTD Gross Income from other retirement accounts | $2,195,000 | 41 |
YTD Gross Income corporate trust and agency | $5,264,000 | 20 |
Investment management and investment advisory agency accounts income | $5,791,000 | 49 |
Foundation and endowment and agency accounts income | $6,638,000 | 13 |
YTD Gross income other trust and agency accounts | $1,346,000 | 19 |
YTD Gross income custody and safekeeping agency accounts | $1,965,000 | 51 |
YTD Gross income other trust accounts | $0 | 312 |
Gross Fiduciary activities income | $43,828,000 | 38 |
YTD fiduciary expense (Dec. only) | $45,356,000 | 41 |
YTD fiduciary net loss (Dec. only) | $142,000 | 44 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $-1,670,000 | 7,647 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
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 | $6,335,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,019,000 | 20 |
YTD Gross Income employee benefit defined benefit | $1,671,000 | 31 |
YTD Gross Income from other retirement accounts | $1,668,000 | 38 |
YTD Gross Income corporate trust and agency | $3,790,000 | 20 |
Investment management and investment advisory agency accounts income | $4,246,000 | 48 |
Foundation and endowment and agency accounts income | $4,904,000 | 13 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,496,000 | 51 |
YTD Gross income other trust accounts | $0 | 210 |
Gross Fiduciary activities income | $32,116,000 | 38 |
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 | $0 | 11 |
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 | $4,466,000 | 47 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,717,000 | 20 |
YTD Gross Income employee benefit defined benefit | $1,020,000 | 33 |
YTD Gross Income from other retirement accounts | $1,173,000 | 38 |
YTD Gross Income corporate trust and agency | $2,608,000 | 21 |
Investment management and investment advisory agency accounts income | $2,585,000 | 53 |
Foundation and endowment and agency accounts income | $3,234,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $983,000 | 52 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $21,435,000 | 38 |
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 | $0 | 11 |
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 | $2,010,000 | 51 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,618,000 | 20 |
YTD Gross Income employee benefit defined benefit | $529,000 | 33 |
YTD Gross Income from other retirement accounts | $233,000 | 72 |
YTD Gross Income corporate trust and agency | $1,309,000 | 20 |
Investment management and investment advisory agency accounts income | $1,073,000 | 60 |
Foundation and endowment and agency accounts income | $1,484,000 | 12 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $559,000 | 50 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $10,119,000 | 39 |
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 | $0 | 11 |
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 | $8,812,000 | 49 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,157,000 | 22 |
YTD Gross Income employee benefit defined benefit | $1,988,000 | 31 |
YTD Gross Income from other retirement accounts | $820,000 | 79 |
YTD Gross Income corporate trust and agency | $6,007,000 | 20 |
Investment management and investment advisory agency accounts income | $7,783,000 | 45 |
Foundation and endowment and agency accounts income | $6,787,000 | 12 |
YTD Gross income other trust and agency accounts | $545,000 | 25 |
YTD Gross income custody and safekeeping agency accounts | $0 | 470 |
YTD Gross income other trust accounts | $0 | 317 |
Gross Fiduciary activities income | $42,899,000 | 41 |
YTD fiduciary expense (Dec. only) | $47,115,000 | 40 |
YTD fiduciary net loss (Dec. only) | $208,000 | 39 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $-4,424,000 | 8,004 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
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 | $10,495,000 | 41 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,578,000 | 19 |
YTD Gross Income employee benefit defined benefit | $1,605,000 | 31 |
YTD Gross Income from other retirement accounts | $619,000 | 80 |
YTD Gross Income corporate trust and agency | $4,535,000 | 20 |
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 | $13,000 | 295 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $32,083,000 | 42 |
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 | $0 | 11 |
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 | $7,087,000 | 42 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,349,000 | 19 |
YTD Gross Income employee benefit defined benefit | $1,222,000 | 30 |
YTD Gross Income from other retirement accounts | $408,000 | 80 |
YTD Gross Income corporate trust and agency | $3,102,000 | 20 |
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 | $189,000 | 118 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $21,488,000 | 43 |
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 | $0 | 11 |
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 | $3,655,000 | 40 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,694,000 | 19 |
YTD Gross Income employee benefit defined benefit | $485,000 | 31 |
YTD Gross Income from other retirement accounts | $203,000 | 77 |
YTD Gross Income corporate trust and agency | $1,659,000 | 19 |
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 | $0 | 331 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $10,659,000 | 44 |
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 | $0 | 11 |
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 | $52,511,000 | 43 |
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 | $41,757,000 | 44 |
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 | $27,865,000 | 45 |
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 | $13,929,000 | 43 |
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 | $53,156,000 | 44 |
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 | $39,506,000 | 44 |
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 | $26,113,000 | 46 |
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 | $12,776,000 | 45 |
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 | $222,000 | 52 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $47,745,000 | 49 |
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 | $35,605,000 | 52 |
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 | $24,004,000 | 53 |
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 | $12,147,000 | 50 |
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 | $2,164,000 | 28 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $44,876,000 | 52 |
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 | $33,501,000 | 52 |
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 | $22,119,000 | 53 |
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 | $10,977,000 | 55 |
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 | $1,932,000 | 27 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $39,142,000 | 55 |
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 | $29,084,000 | 54 |
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 | $19,333,000 | 54 |
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 | $9,673,000 | 55 |
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 | $1,413,000 | 31 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $35,301,000 | 57 |
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 | $26,058,000 | 59 |
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 | $16,777,000 | 59 |
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 | $8,095,000 | 63 |
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 | $1,066,000 | 43 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $32,501,000 | 63 |
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 | $827,000 | 49 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $33,174,000 | 63 |
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 | $34,391,000 | 65 |
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 | $31,182,000 | 73 |
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 | $26,803,000 | 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 |
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 | $24,052,000 | 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 |
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 | $21,629,000 | 95 |
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 | $19,359,000 | 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 |
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 | $17,117,000 | 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 |
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 | $16,749,000 | 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 |
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 | $14,903,000 | 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 |