Home > Century Bank and Trust > Gross Fiduciary and Related Services Income

Century Bank and Trust, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$721,000353
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000271
YTD Gross Income employee benefit defined benefit$11,000210
YTD Gross Income from other retirement accounts$742,000200
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$861,000332
Foundation and endowment and agency accounts income$64,000284
YTD Gross income other trust and agency accounts$1,000106
YTD Gross income custody and safekeeping agency accounts$24,000341
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,445,000366
YTD fiduciary expense (Dec. only)$1,131,000395
YTD fiduciary net loss (Dec. only)$0213
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,314,000262
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$504,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000222
YTD Gross Income employee benefit defined benefit$10,000193
YTD Gross Income from other retirement accounts$557,000190
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$638,000302
Foundation and endowment and agency accounts income$47,000241
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$17,000294
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$1,791,000370
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$323,000355
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000265
YTD Gross Income employee benefit defined benefit$8,000202
YTD Gross Income from other retirement accounts$367,000198
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$424,000332
Foundation and endowment and agency accounts income$31,000282
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$11,000327
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$1,175,000367
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$151,000321
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000232
YTD Gross Income employee benefit defined benefit$3,000152
YTD Gross Income from other retirement accounts$177,000202
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$209,000265
Foundation and endowment and agency accounts income$15,000246
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$6,000290
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$566,000386
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$577,000379
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000258
YTD Gross Income employee benefit defined benefit$24,000168
YTD Gross Income from other retirement accounts$711,000211
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$807,000305
Foundation and endowment and agency accounts income$69,000285
YTD Gross income other trust and agency accounts$1,000115
YTD Gross income custody and safekeeping agency accounts$22,000339
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$2,254,000397
YTD fiduciary expense (Dec. only)$1,070,000417
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,184,000295
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$442,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000232
YTD Gross Income employee benefit defined benefit$19,000156
YTD Gross Income from other retirement accounts$519,000209
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$616,000280
Foundation and endowment and agency accounts income$54,000245
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$17,000303
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$1,697,000394
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$301,000344
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000245
YTD Gross Income employee benefit defined benefit$13,000150
YTD Gross Income from other retirement accounts$356,000202
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$400,000286
Foundation and endowment and agency accounts income$39,000256
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000317
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,139,000355
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$161,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000232
YTD Gross Income employee benefit defined benefit$7,000139
YTD Gross Income from other retirement accounts$186,000194
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$218,000250
Foundation and endowment and agency accounts income$17,000226
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000270
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$602,000346
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$569,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$46,000247
YTD Gross Income employee benefit defined benefit$27,000154
YTD Gross Income from other retirement accounts$746,000200
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$887,000268
Foundation and endowment and agency accounts income$60,000260
YTD Gross income other trust and agency accounts$1,00095
YTD Gross income custody and safekeeping agency accounts$28,000305
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$2,364,000341
YTD fiduciary expense (Dec. only)$1,091,000363
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,273,000263
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$421,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$31,000224
YTD Gross Income employee benefit defined benefit$20,000141
YTD Gross Income from other retirement accounts$558,000191
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$666,000248
Foundation and endowment and agency accounts income$43,000225
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000269
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$1,758,000344
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$271,000339
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000247
YTD Gross Income employee benefit defined benefit$13,000151
YTD Gross Income from other retirement accounts$372,000194
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$445,000264
Foundation and endowment and agency accounts income$28,000259
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000303
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,165,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$135,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000225
YTD Gross Income employee benefit defined benefit$7,000139
YTD Gross Income from other retirement accounts$178,000196
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$220,000245
Foundation and endowment and agency accounts income$14,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000263
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$572,000339
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$502,000337
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000260
YTD Gross Income employee benefit defined benefit$23,000163
YTD Gross Income from other retirement accounts$598,000208
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$819,000261
Foundation and endowment and agency accounts income$52,000256
YTD Gross income other trust and agency accounts$1,000101
YTD Gross income custody and safekeeping agency accounts$24,000308
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$2,058,000345
YTD fiduciary expense (Dec. only)$871,000379
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,187,000230
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$378,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000229
YTD Gross Income employee benefit defined benefit$18,000150
YTD Gross Income from other retirement accounts$455,000194
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$562,000243
Foundation and endowment and agency accounts income$38,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000269
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,497,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$230,000339
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000257
YTD Gross Income employee benefit defined benefit$10,000163
YTD Gross Income from other retirement accounts$276,000213
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$360,000269
Foundation and endowment and agency accounts income$23,000261
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000308
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$927,000360
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$107,000294
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000228
YTD Gross Income employee benefit defined benefit$6,000147
YTD Gross Income from other retirement accounts$138,000207
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$179,000246
Foundation and endowment and agency accounts income$12,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000277
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$457,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$497,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000255
YTD Gross Income employee benefit defined benefit$25,000164
YTD Gross Income from other retirement accounts$639,000187
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$799,000255
Foundation and endowment and agency accounts income$51,000250
YTD Gross income other trust and agency accounts$1,000104
YTD Gross income custody and safekeeping agency accounts$21,000316
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$2,071,000337
YTD fiduciary expense (Dec. only)$986,000355
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,085,000240
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$391,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$28,000237
YTD Gross Income employee benefit defined benefit$18,000157
YTD Gross Income from other retirement accounts$447,000188
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$591,000244
Foundation and endowment and agency accounts income$38,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000287
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,528,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$255,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000254
YTD Gross Income employee benefit defined benefit$12,000159
YTD Gross Income from other retirement accounts$293,000191
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$391,000259
Foundation and endowment and agency accounts income$25,000246
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000314
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,005,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$126,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000246
YTD Gross Income employee benefit defined benefit$7,000149
YTD Gross Income from other retirement accounts$146,000191
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$192,000255
Foundation and endowment and agency accounts income$13,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000299
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$501,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$491,000362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000275
YTD Gross Income employee benefit defined benefit$24,000174
YTD Gross Income from other retirement accounts$554,000196
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$771,000267
Foundation and endowment and agency accounts income$50,000278
YTD Gross income other trust and agency accounts$1,000131
YTD Gross income custody and safekeeping agency accounts$16,000363
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$1,946,000350
YTD fiduciary expense (Dec. only)$868,000396
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,078,000251
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$371,000333
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$29,000261
YTD Gross Income employee benefit defined benefit$18,000162
YTD Gross Income from other retirement accounts$420,000196
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$580,000261
Foundation and endowment and agency accounts income$38,000253
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000321
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$1,469,000354
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$250,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000259
YTD Gross Income employee benefit defined benefit$20,000145
YTD Gross Income from other retirement accounts$275,000197
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$369,000264
Foundation and endowment and agency accounts income$25,000250
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000319
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$967,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$105,000345
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000264
YTD Gross Income employee benefit defined benefit$6,000157
YTD Gross Income from other retirement accounts$136,000200
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$187,000262
Foundation and endowment and agency accounts income$13,000245
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000312
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$461,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$509,000383
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000269
YTD Gross Income employee benefit defined benefit$31,000171
YTD Gross Income from other retirement accounts$490,000200
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$734,000270
Foundation and endowment and agency accounts income$49,000279
YTD Gross income other trust and agency accounts$1,000144
YTD Gross income custody and safekeeping agency accounts$16,000386
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$1,894,000350
YTD fiduciary expense (Dec. only)$0546
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,894,000174
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$381,000326
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000234
YTD Gross Income employee benefit defined benefit$23,000155
YTD Gross Income from other retirement accounts$358,000200
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$542,000264
Foundation and endowment and agency accounts income$11,000264
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000321
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,383,000354
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$239,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$36,000236
YTD Gross Income employee benefit defined benefit$15,000153
YTD Gross Income from other retirement accounts$231,000202
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$359,000262
Foundation and endowment and agency accounts income$24,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000323
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$911,000357
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$122,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000224
YTD Gross Income employee benefit defined benefit$8,000150
YTD Gross Income from other retirement accounts$110,000205
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$177,000263
Foundation and endowment and agency accounts income$12,000243
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000319
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$455,000358
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$508,000387
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000247
YTD Gross Income employee benefit defined benefit$30,000175
YTD Gross Income from other retirement accounts$396,000214
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$682,000272
Foundation and endowment and agency accounts income$47,000272
YTD Gross income other trust and agency accounts$1,000152
YTD Gross income custody and safekeeping agency accounts$13,000401
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$1,768,000358
YTD fiduciary expense (Dec. only)$755,000443
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,013,000227
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$388,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$73,000220
YTD Gross Income employee benefit defined benefit$22,000155
YTD Gross Income from other retirement accounts$293,000211
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$504,000260
Foundation and endowment and agency accounts income$35,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000320
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$1,325,000356
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$283,000322
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000219
YTD Gross Income employee benefit defined benefit$15,000155
YTD Gross Income from other retirement accounts$190,000219
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$330,000261
Foundation and endowment and agency accounts income$23,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000323
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$895,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$158,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000221
YTD Gross Income employee benefit defined benefit$7,000156
YTD Gross Income from other retirement accounts$93,000221
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$161,000262
Foundation and endowment and agency accounts income$12,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000318
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$457,000347
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$570,000370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000253
YTD Gross Income employee benefit defined benefit$31,000180
YTD Gross Income from other retirement accounts$371,000222
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$635,000281
Foundation and endowment and agency accounts income$48,000277
YTD Gross income other trust and agency accounts$1,000172
YTD Gross income custody and safekeeping agency accounts$11,000415
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$1,762,000364
YTD fiduciary expense (Dec. only)$708,000462
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,054,000230
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$427,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000227
YTD Gross Income employee benefit defined benefit$23,000163
YTD Gross Income from other retirement accounts$279,000219
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$475,000267
Foundation and endowment and agency accounts income$36,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000334
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$1,319,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$294,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000225
YTD Gross Income employee benefit defined benefit$16,000163
YTD Gross Income from other retirement accounts$183,000223
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$317,000268
Foundation and endowment and agency accounts income$24,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000338
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$888,000366
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$142,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000232
YTD Gross Income employee benefit defined benefit$8,000158
YTD Gross Income from other retirement accounts$90,000226
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$156,000270
Foundation and endowment and agency accounts income$12,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000340
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$431,000369
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$566,000373
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$99,000258
YTD Gross Income employee benefit defined benefit$31,000177
YTD Gross Income from other retirement accounts$325,000243
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$608,000283
Foundation and endowment and agency accounts income$49,000272
YTD Gross income other trust and agency accounts$1,000168
YTD Gross income custody and safekeeping agency accounts$11,000430
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$1,690,000367
YTD fiduciary expense (Dec. only)$662,000472
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$1,028,000231
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$389,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000230
YTD Gross Income employee benefit defined benefit$24,000161
YTD Gross Income from other retirement accounts$238,000231
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$446,000267
Foundation and endowment and agency accounts income$37,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000338
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$1,213,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$247,000338
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$51,000226
YTD Gross Income employee benefit defined benefit$16,000164
YTD Gross Income from other retirement accounts$155,000237
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$295,000267
Foundation and endowment and agency accounts income$25,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000335
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$794,000380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$132,000337
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000240
YTD Gross Income employee benefit defined benefit$8,000164
YTD Gross Income from other retirement accounts$75,000243
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$144,000267
Foundation and endowment and agency accounts income$12,000230
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000327
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$395,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$542,000361
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$102,000244
YTD Gross Income employee benefit defined benefit$29,000183
YTD Gross Income from other retirement accounts$265,000261
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$541,000279
Foundation and endowment and agency accounts income$49,000253
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$10,000428
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,539,000372
YTD fiduciary expense (Dec. only)$584,000483
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$955,000224
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$386,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000220
YTD Gross Income employee benefit defined benefit$21,000163
YTD Gross Income from other retirement accounts$194,000244
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$399,000255
Foundation and endowment and agency accounts income$37,000215
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000322
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,118,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$261,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000217
YTD Gross Income employee benefit defined benefit$14,000159
YTD Gross Income from other retirement accounts$126,000246
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$262,000255
Foundation and endowment and agency accounts income$25,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000323
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$746,000379
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$135,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$23,000233
YTD Gross Income employee benefit defined benefit$7,000159
YTD Gross Income from other retirement accounts$62,000248
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$131,000257
Foundation and endowment and agency accounts income$13,000212
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000326
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$373,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$534,000350
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000234
YTD Gross Income employee benefit defined benefit$26,000185
YTD Gross Income from other retirement accounts$198,000289
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$492,000275
Foundation and endowment and agency accounts income$51,000244
YTD Gross income other trust and agency accounts$1,000158
YTD Gross income custody and safekeeping agency accounts$9,000412
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$1,421,000377
YTD fiduciary expense (Dec. only)$542,000478
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$879,000214
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$423,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$80,000214
YTD Gross Income employee benefit defined benefit$20,000166
YTD Gross Income from other retirement accounts$144,000260
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$365,000253
Foundation and endowment and agency accounts income$38,000207
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000319
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,076,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$291,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000215
YTD Gross Income employee benefit defined benefit$13,000166
YTD Gross Income from other retirement accounts$92,000266
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$243,000255
Foundation and endowment and agency accounts income$26,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000321
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$724,000374
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$149,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000226
YTD Gross Income employee benefit defined benefit$6,000170
YTD Gross Income from other retirement accounts$45,000263
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$123,000247
Foundation and endowment and agency accounts income$13,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000313
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$363,000370
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$565,000339
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$110,000239
YTD Gross Income employee benefit defined benefit$25,000187
YTD Gross Income from other retirement accounts$166,000298
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$468,000275
Foundation and endowment and agency accounts income$49,000231
YTD Gross income other trust and agency accounts$1,000156
YTD Gross income custody and safekeeping agency accounts$8,000412
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$1,392,000335
YTD fiduciary expense (Dec. only)$511,000490
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$881,000207
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$396,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000213
YTD Gross Income employee benefit defined benefit$19,000174
YTD Gross Income from other retirement accounts$124,000268
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$349,000256
Foundation and endowment and agency accounts income$37,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000315
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,014,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$262,000297
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000221
YTD Gross Income employee benefit defined benefit$13,000170
YTD Gross Income from other retirement accounts$83,000272
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$235,000260
Foundation and endowment and agency accounts income$25,000197
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000315
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$676,000344
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$128,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000218
YTD Gross Income employee benefit defined benefit$6,000173
YTD Gross Income from other retirement accounts$39,000275
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$118,000259
Foundation and endowment and agency accounts income$13,000193
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000310
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$338,000345
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$513,000349
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000268
YTD Gross Income employee benefit defined benefit$20,000203
YTD Gross Income from other retirement accounts$124,000329
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$451,000269
Foundation and endowment and agency accounts income$48,000232
YTD Gross income other trust and agency accounts$1,000160
YTD Gross income custody and safekeeping agency accounts$16,000398
YTD Gross income other trust accounts$19,000241
Gross Fiduciary activities income$1,278,000346
YTD fiduciary expense (Dec. only)$500,000490
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$778,000217
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$393,000288
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$63,000228
YTD Gross Income employee benefit defined benefit$14,000182
YTD Gross Income from other retirement accounts$86,000280
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$334,000240
Foundation and endowment and agency accounts income$36,000193
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000307
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$939,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$289,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000242
YTD Gross Income employee benefit defined benefit$8,000186
YTD Gross Income from other retirement accounts$53,000284
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$221,000244
Foundation and endowment and agency accounts income$24,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000310
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$638,000343
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$126,000291
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000255
YTD Gross Income employee benefit defined benefit$3,000191
YTD Gross Income from other retirement accounts$26,000287
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$110,000245
Foundation and endowment and agency accounts income$12,000183
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000299
YTD Gross income other trust accounts$42,000105
Gross Fiduciary activities income$338,000338
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$549,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000245
YTD Gross Income employee benefit defined benefit$22,000196
YTD Gross Income from other retirement accounts$89,000355
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$412,000273
Foundation and endowment and agency accounts income$46,000200
YTD Gross income other trust and agency accounts$2,000152
YTD Gross income custody and safekeeping agency accounts$16,000402
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$1,243,000337
YTD fiduciary expense (Dec. only)$455,000455
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$788,000211
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$406,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$72,000228
YTD Gross Income employee benefit defined benefit$15,000177
YTD Gross Income from other retirement accounts$77,000275
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$84,000133
Gross Fiduciary activities income$995,000325
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$274,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000234
YTD Gross Income employee benefit defined benefit$8,000182
YTD Gross Income from other retirement accounts$51,000276
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$34,000158
Gross Fiduciary activities income$637,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$126,000280
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$26,000231
YTD Gross Income employee benefit defined benefit$3,000183
YTD Gross Income from other retirement accounts$25,000277
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$32,000130
Gross Fiduciary activities income$321,000329
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$2,000169
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,323,000350
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,036,000341
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$691,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$356,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000171
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,346,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,005,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$675,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$337,000352
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$4,000164
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,225,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$960,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$641,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$319,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$4,000188
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,203,000362
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$926,000350
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$638,000343
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$319,000340
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000170
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,159,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$905,000348
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$603,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$301,000351
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,098,000363
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$823,000375
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$526,000384
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$252,000398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000191
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,090,000389
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$3,000216
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,120,000396
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,145,000395
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,024,000463
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$949,000476
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$660,000576
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$492,000712
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$377,000819
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$322,000880
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$297,000941
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$264,0001,003
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA