Home > City National Bank > Gross Fiduciary and Related Services Income
City National Bank, Gross Fiduciary and Related Services Income
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $72,809,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,404,000 | 56 |
YTD Gross Income employee benefit defined benefit | $1,297,000 | 34 |
YTD Gross Income from other retirement accounts | $11,252,000 | 24 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $29,838,000 | 69 |
Foundation and endowment and agency accounts income | $4,082,000 | 38 |
YTD Gross income other trust and agency accounts | $3,715,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | $1,771,000 | 62 |
YTD Gross income other trust accounts | $0 | 207 |
Gross Fiduciary activities income | $127,169,000 | 37 |
YTD fiduciary expense (Dec. only) | $140,119,000 | 30 |
YTD fiduciary net loss (Dec. only) | $219,000 | 67 |
YTD fiduciary intracompany income (Dec. only) | $14,469,000 | 24 |
YTD net fiduciary income (Dec. only) | $1,300,000 | 264 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $54,604,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,815,000 | 56 |
YTD Gross Income employee benefit defined benefit | $984,000 | 38 |
YTD Gross Income from other retirement accounts | $8,388,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $22,475,000 | 73 |
Foundation and endowment and agency accounts income | $3,006,000 | 39 |
YTD Gross income other trust and agency accounts | $2,569,000 | 12 |
YTD Gross income custody and safekeeping agency accounts | $1,228,000 | 64 |
YTD Gross income other trust accounts | $0 | 170 |
Gross Fiduciary activities income | $95,068,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $35,905,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,209,000 | 53 |
YTD Gross Income employee benefit defined benefit | $676,000 | 34 |
YTD Gross Income from other retirement accounts | $5,506,000 | 25 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $14,853,000 | 76 |
Foundation and endowment and agency accounts income | $1,953,000 | 36 |
YTD Gross income other trust and agency accounts | $1,363,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $735,000 | 66 |
YTD Gross income other trust accounts | $0 | 195 |
Gross Fiduciary activities income | $62,200,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $17,761,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $620,000 | 50 |
YTD Gross Income employee benefit defined benefit | $361,000 | 37 |
YTD Gross Income from other retirement accounts | $2,742,000 | 27 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $7,189,000 | 31 |
Foundation and endowment and agency accounts income | $955,000 | 42 |
YTD Gross income other trust and agency accounts | $711,000 | 14 |
YTD Gross income custody and safekeeping agency accounts | $607,000 | 59 |
YTD Gross income other trust accounts | $0 | 164 |
Gross Fiduciary activities income | $30,946,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $69,659,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,786,000 | 54 |
YTD Gross Income employee benefit defined benefit | $1,305,000 | 38 |
YTD Gross Income from other retirement accounts | $10,799,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $27,890,000 | 30 |
Foundation and endowment and agency accounts income | $3,819,000 | 40 |
YTD Gross income other trust and agency accounts | $2,697,000 | 15 |
YTD Gross income custody and safekeeping agency accounts | $2,188,000 | 59 |
YTD Gross income other trust accounts | $0 | 229 |
Gross Fiduciary activities income | $121,143,000 | 40 |
YTD fiduciary expense (Dec. only) | $121,259,000 | 32 |
YTD fiduciary net loss (Dec. only) | $448,000 | 32 |
YTD fiduciary intracompany income (Dec. only) | $13,610,000 | 21 |
YTD net fiduciary income (Dec. only) | $13,046,000 | 81 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $51,990,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,154,000 | 53 |
YTD Gross Income employee benefit defined benefit | $992,000 | 39 |
YTD Gross Income from other retirement accounts | $8,155,000 | 26 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $21,038,000 | 32 |
Foundation and endowment and agency accounts income | $2,884,000 | 42 |
YTD Gross income other trust and agency accounts | $1,876,000 | 16 |
YTD Gross income custody and safekeeping agency accounts | $1,673,000 | 60 |
YTD Gross income other trust accounts | $0 | 184 |
Gross Fiduciary activities income | $90,762,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $35,223,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,483,000 | 47 |
YTD Gross Income employee benefit defined benefit | $661,000 | 33 |
YTD Gross Income from other retirement accounts | $5,554,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $14,172,000 | 27 |
Foundation and endowment and agency accounts income | $1,982,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,179,000 | 51 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $61,724,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $17,359,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $752,000 | 47 |
YTD Gross Income employee benefit defined benefit | $323,000 | 34 |
YTD Gross Income from other retirement accounts | $2,837,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $7,181,000 | 27 |
Foundation and endowment and agency accounts income | $1,002,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $480,000 | 60 |
YTD Gross income other trust accounts | $0 | 156 |
Gross Fiduciary activities income | $30,768,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $65,251,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,910,000 | 49 |
YTD Gross Income employee benefit defined benefit | $1,445,000 | 34 |
YTD Gross Income from other retirement accounts | $10,461,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $26,087,000 | 29 |
Foundation and endowment and agency accounts income | $3,713,000 | 33 |
YTD Gross income other trust and agency accounts | $2,340,000 | 13 |
YTD Gross income custody and safekeeping agency accounts | $1,757,000 | 58 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $113,964,000 | 33 |
YTD fiduciary expense (Dec. only) | $117,799,000 | 27 |
YTD fiduciary net loss (Dec. only) | $229,000 | 34 |
YTD fiduciary intracompany income (Dec. only) | $10,655,000 | 14 |
YTD net fiduciary income (Dec. only) | $6,591,000 | 104 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $47,471,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,162,000 | 48 |
YTD Gross Income employee benefit defined benefit | $1,070,000 | 34 |
YTD Gross Income from other retirement accounts | $7,658,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $19,084,000 | 30 |
Foundation and endowment and agency accounts income | $2,763,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,318,000 | 56 |
YTD Gross income other trust accounts | $0 | 167 |
Gross Fiduciary activities income | $83,258,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,115,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,406,000 | 47 |
YTD Gross Income employee benefit defined benefit | $700,000 | 35 |
YTD Gross Income from other retirement accounts | $4,936,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $12,246,000 | 31 |
Foundation and endowment and agency accounts income | $1,780,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $876,000 | 57 |
YTD Gross income other trust accounts | $0 | 197 |
Gross Fiduciary activities income | $54,151,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $15,001,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $697,000 | 49 |
YTD Gross Income employee benefit defined benefit | $345,000 | 34 |
YTD Gross Income from other retirement accounts | $2,392,000 | 23 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $5,924,000 | 32 |
Foundation and endowment and agency accounts income | $845,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $485,000 | 54 |
YTD Gross income other trust accounts | $0 | 158 |
Gross Fiduciary activities income | $26,172,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $60,748,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,872,000 | 51 |
YTD Gross Income employee benefit defined benefit | $1,207,000 | 34 |
YTD Gross Income from other retirement accounts | $9,144,000 | 23 |
YTD Gross Income corporate trust and agency | $68,000 | 64 |
Investment management and investment advisory agency accounts income | $24,622,000 | 29 |
Foundation and endowment and agency accounts income | $2,853,000 | 34 |
YTD Gross income other trust and agency accounts | $1,656,000 | 15 |
YTD Gross income custody and safekeeping agency accounts | $4,379,000 | 43 |
YTD Gross income other trust accounts | $2,641,000 | 33 |
Gross Fiduciary activities income | $110,189,000 | 30 |
YTD fiduciary expense (Dec. only) | $108,696,000 | 28 |
YTD fiduciary net loss (Dec. only) | $45,000 | 80 |
YTD fiduciary intracompany income (Dec. only) | $297,000 | 74 |
YTD net fiduciary income (Dec. only) | $1,745,000 | 188 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $45,286,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,127,000 | 50 |
YTD Gross Income employee benefit defined benefit | $904,000 | 35 |
YTD Gross Income from other retirement accounts | $6,731,000 | 23 |
YTD Gross Income corporate trust and agency | $52,000 | 59 |
Investment management and investment advisory agency accounts income | $18,505,000 | 29 |
Foundation and endowment and agency accounts income | $2,088,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,357,000 | 43 |
YTD Gross income other trust accounts | $2,120,000 | 31 |
Gross Fiduciary activities income | $82,401,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $30,381,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,401,000 | 49 |
YTD Gross Income employee benefit defined benefit | $591,000 | 36 |
YTD Gross Income from other retirement accounts | $4,457,000 | 23 |
YTD Gross Income corporate trust and agency | $36,000 | 59 |
Investment management and investment advisory agency accounts income | $12,599,000 | 29 |
Foundation and endowment and agency accounts income | $1,376,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,160,000 | 43 |
YTD Gross income other trust accounts | $1,354,000 | 32 |
Gross Fiduciary activities income | $55,151,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $15,758,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $715,000 | 49 |
YTD Gross Income employee benefit defined benefit | $317,000 | 34 |
YTD Gross Income from other retirement accounts | $2,401,000 | 22 |
YTD Gross Income corporate trust and agency | $22,000 | 52 |
Investment management and investment advisory agency accounts income | $6,379,000 | 28 |
Foundation and endowment and agency accounts income | $704,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,004,000 | 46 |
YTD Gross income other trust accounts | $797,000 | 30 |
Gross Fiduciary activities income | $28,551,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $58,020,000 | 15 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,823,000 | 50 |
YTD Gross Income employee benefit defined benefit | $1,194,000 | 37 |
YTD Gross Income from other retirement accounts | $8,435,000 | 23 |
YTD Gross Income corporate trust and agency | $53,000 | 72 |
Investment management and investment advisory agency accounts income | $22,716,000 | 31 |
Foundation and endowment and agency accounts income | $2,563,000 | 32 |
YTD Gross income other trust and agency accounts | $1,388,000 | 17 |
YTD Gross income custody and safekeeping agency accounts | $4,107,000 | 46 |
YTD Gross income other trust accounts | $1,310,000 | 47 |
Gross Fiduciary activities income | $102,609,000 | 32 |
YTD fiduciary expense (Dec. only) | $95,656,000 | 29 |
YTD fiduciary net loss (Dec. only) | $151,000 | 44 |
YTD fiduciary intracompany income (Dec. only) | $127,000 | 97 |
YTD net fiduciary income (Dec. only) | $6,929,000 | 82 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,604,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,109,000 | 49 |
YTD Gross Income employee benefit defined benefit | $893,000 | 38 |
YTD Gross Income from other retirement accounts | $6,214,000 | 24 |
YTD Gross Income corporate trust and agency | $40,000 | 66 |
Investment management and investment advisory agency accounts income | $16,705,000 | 33 |
Foundation and endowment and agency accounts income | $1,883,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,078,000 | 47 |
YTD Gross income other trust accounts | $383,000 | 69 |
Gross Fiduciary activities income | $74,984,000 | 35 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $27,398,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,389,000 | 51 |
YTD Gross Income employee benefit defined benefit | $607,000 | 37 |
YTD Gross Income from other retirement accounts | $4,085,000 | 25 |
YTD Gross Income corporate trust and agency | $28,000 | 69 |
Investment management and investment advisory agency accounts income | $10,962,000 | 33 |
Foundation and endowment and agency accounts income | $1,232,000 | 33 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,025,000 | 48 |
YTD Gross income other trust accounts | $39,000 | 131 |
Gross Fiduciary activities income | $48,454,000 | 35 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,283,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $686,000 | 51 |
YTD Gross Income employee benefit defined benefit | $284,000 | 38 |
YTD Gross Income from other retirement accounts | $2,005,000 | 24 |
YTD Gross Income corporate trust and agency | $19,000 | 60 |
Investment management and investment advisory agency accounts income | $5,371,000 | 33 |
Foundation and endowment and agency accounts income | $600,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $966,000 | 48 |
YTD Gross income other trust accounts | $31,000 | 106 |
Gross Fiduciary activities income | $23,564,000 | 35 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $44,821,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,801,000 | 48 |
YTD Gross Income employee benefit defined benefit | $1,287,000 | 39 |
YTD Gross Income from other retirement accounts | $7,931,000 | 25 |
YTD Gross Income corporate trust and agency | $33,000 | 87 |
Investment management and investment advisory agency accounts income | $20,305,000 | 32 |
Foundation and endowment and agency accounts income | $2,411,000 | 37 |
YTD Gross income other trust and agency accounts | $21,000 | 85 |
YTD Gross income custody and safekeeping agency accounts | $3,666,000 | 47 |
YTD Gross income other trust accounts | $110,000 | 121 |
Gross Fiduciary activities income | $83,386,000 | 37 |
YTD fiduciary expense (Dec. only) | $72,257,000 | 35 |
YTD fiduciary net loss (Dec. only) | $50,000 | 80 |
YTD fiduciary intracompany income (Dec. only) | $748,000 | 51 |
YTD net fiduciary income (Dec. only) | $11,827,000 | 58 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $32,783,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,088,000 | 48 |
YTD Gross Income employee benefit defined benefit | $942,000 | 38 |
YTD Gross Income from other retirement accounts | $5,869,000 | 25 |
YTD Gross Income corporate trust and agency | $19,000 | 78 |
Investment management and investment advisory agency accounts income | $14,915,000 | 32 |
Foundation and endowment and agency accounts income | $1,814,000 | 37 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,789,000 | 47 |
YTD Gross income other trust accounts | $79,000 | 122 |
Gross Fiduciary activities income | $61,317,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,635,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,357,000 | 49 |
YTD Gross Income employee benefit defined benefit | $691,000 | 38 |
YTD Gross Income from other retirement accounts | $3,880,000 | 25 |
YTD Gross Income corporate trust and agency | $14,000 | 77 |
Investment management and investment advisory agency accounts income | $9,785,000 | 33 |
Foundation and endowment and agency accounts income | $1,204,000 | 38 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,925,000 | 48 |
YTD Gross income other trust accounts | $42,000 | 128 |
Gross Fiduciary activities income | $40,544,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,858,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $690,000 | 50 |
YTD Gross Income employee benefit defined benefit | $328,000 | 37 |
YTD Gross Income from other retirement accounts | $2,005,000 | 26 |
YTD Gross Income corporate trust and agency | $4,000 | 90 |
Investment management and investment advisory agency accounts income | $4,731,000 | 33 |
Foundation and endowment and agency accounts income | $622,000 | 35 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $968,000 | 46 |
YTD Gross income other trust accounts | $11,000 | 136 |
Gross Fiduciary activities income | $20,218,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $39,716,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,427,000 | 55 |
YTD Gross Income employee benefit defined benefit | $1,279,000 | 37 |
YTD Gross Income from other retirement accounts | $6,972,000 | 27 |
YTD Gross Income corporate trust and agency | $31,000 | 97 |
Investment management and investment advisory agency accounts income | $17,083,000 | 35 |
Foundation and endowment and agency accounts income | $2,093,000 | 43 |
YTD Gross income other trust and agency accounts | $4,000 | 134 |
YTD Gross income custody and safekeeping agency accounts | $4,281,000 | 44 |
YTD Gross income other trust accounts | $233,000 | 90 |
Gross Fiduciary activities income | $74,119,000 | 40 |
YTD fiduciary expense (Dec. only) | $63,979,000 | 36 |
YTD fiduciary net loss (Dec. only) | $495,000 | 27 |
YTD fiduciary intracompany income (Dec. only) | $435,000 | 69 |
YTD net fiduciary income (Dec. only) | $10,080,000 | 61 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,106,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,761,000 | 56 |
YTD Gross Income employee benefit defined benefit | $948,000 | 38 |
YTD Gross Income from other retirement accounts | $5,104,000 | 27 |
YTD Gross Income corporate trust and agency | $27,000 | 79 |
Investment management and investment advisory agency accounts income | $12,620,000 | 34 |
Foundation and endowment and agency accounts income | $1,524,000 | 44 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,286,000 | 43 |
YTD Gross income other trust accounts | $116,000 | 102 |
Gross Fiduciary activities income | $54,495,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $18,807,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,132,000 | 55 |
YTD Gross Income employee benefit defined benefit | $606,000 | 40 |
YTD Gross Income from other retirement accounts | $3,293,000 | 29 |
YTD Gross Income corporate trust and agency | $20,000 | 79 |
Investment management and investment advisory agency accounts income | $8,265,000 | 34 |
Foundation and endowment and agency accounts income | $961,000 | 46 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,288,000 | 43 |
YTD Gross income other trust accounts | $76,000 | 110 |
Gross Fiduciary activities income | $35,449,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,291,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $557,000 | 54 |
YTD Gross Income employee benefit defined benefit | $292,000 | 38 |
YTD Gross Income from other retirement accounts | $1,595,000 | 28 |
YTD Gross Income corporate trust and agency | $8,000 | 77 |
Investment management and investment advisory agency accounts income | $4,052,000 | 35 |
Foundation and endowment and agency accounts income | $442,000 | 46 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,142,000 | 45 |
YTD Gross income other trust accounts | $29,000 | 101 |
Gross Fiduciary activities income | $17,408,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $33,408,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,169,000 | 56 |
YTD Gross Income employee benefit defined benefit | $1,291,000 | 38 |
YTD Gross Income from other retirement accounts | $5,330,000 | 31 |
YTD Gross Income corporate trust and agency | $28,000 | 96 |
Investment management and investment advisory agency accounts income | $18,199,000 | 33 |
Foundation and endowment and agency accounts income | $1,646,000 | 46 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $3,657,000 | 46 |
YTD Gross income other trust accounts | $35,000 | 192 |
Gross Fiduciary activities income | $65,763,000 | 41 |
YTD fiduciary expense (Dec. only) | $58,069,000 | 35 |
YTD fiduciary net loss (Dec. only) | $164,000 | 41 |
YTD fiduciary intracompany income (Dec. only) | $189,000 | 94 |
YTD net fiduciary income (Dec. only) | $7,719,000 | 65 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $24,683,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,613,000 | 54 |
YTD Gross Income employee benefit defined benefit | $1,007,000 | 38 |
YTD Gross Income from other retirement accounts | $3,919,000 | 31 |
YTD Gross Income corporate trust and agency | $20,000 | 82 |
Investment management and investment advisory agency accounts income | $12,023,000 | 36 |
Foundation and endowment and agency accounts income | $1,195,000 | 46 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,550,000 | 47 |
YTD Gross income other trust accounts | $35,000 | 149 |
Gross Fiduciary activities income | $47,045,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $16,056,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,060,000 | 55 |
YTD Gross Income employee benefit defined benefit | $710,000 | 37 |
YTD Gross Income from other retirement accounts | $2,538,000 | 32 |
YTD Gross Income corporate trust and agency | $14,000 | 82 |
Investment management and investment advisory agency accounts income | $7,892,000 | 36 |
Foundation and endowment and agency accounts income | $775,000 | 46 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,784,000 | 46 |
YTD Gross income other trust accounts | $15,000 | 165 |
Gross Fiduciary activities income | $30,844,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,959,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $557,000 | 51 |
YTD Gross Income employee benefit defined benefit | $374,000 | 36 |
YTD Gross Income from other retirement accounts | $1,263,000 | 32 |
YTD Gross Income corporate trust and agency | $6,000 | 82 |
Investment management and investment advisory agency accounts income | $3,844,000 | 36 |
Foundation and endowment and agency accounts income | $383,000 | 45 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $909,000 | 45 |
YTD Gross income other trust accounts | $18,000 | 125 |
Gross Fiduciary activities income | $15,313,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $32,913,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,083,000 | 57 |
YTD Gross Income employee benefit defined benefit | $1,462,000 | 38 |
YTD Gross Income from other retirement accounts | $4,950,000 | 32 |
YTD Gross Income corporate trust and agency | $24,000 | 104 |
Investment management and investment advisory agency accounts income | $15,113,000 | 36 |
Foundation and endowment and agency accounts income | $1,362,000 | 51 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $3,217,000 | 45 |
YTD Gross income other trust accounts | $238,000 | 85 |
Gross Fiduciary activities income | $61,362,000 | 41 |
YTD fiduciary expense (Dec. only) | $59,118,000 | 32 |
YTD fiduciary net loss (Dec. only) | $74,000 | 58 |
YTD fiduciary intracompany income (Dec. only) | $651,000 | 54 |
YTD net fiduciary income (Dec. only) | $2,821,000 | 132 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $24,827,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,566,000 | 55 |
YTD Gross Income employee benefit defined benefit | $1,102,000 | 38 |
YTD Gross Income from other retirement accounts | $3,709,000 | 32 |
YTD Gross Income corporate trust and agency | $16,000 | 88 |
Investment management and investment advisory agency accounts income | $11,307,000 | 37 |
Foundation and endowment and agency accounts income | $1,001,000 | 51 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,442,000 | 46 |
YTD Gross income other trust accounts | $159,000 | 87 |
Gross Fiduciary activities income | $46,129,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $16,560,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $1,038,000 | 59 |
YTD Gross Income employee benefit defined benefit | $723,000 | 40 |
YTD Gross Income from other retirement accounts | $2,404,000 | 33 |
YTD Gross Income corporate trust and agency | $13,000 | 88 |
Investment management and investment advisory agency accounts income | $7,369,000 | 38 |
Foundation and endowment and agency accounts income | $661,000 | 53 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,600,000 | 48 |
YTD Gross income other trust accounts | $122,000 | 88 |
Gross Fiduciary activities income | $30,490,000 | 43 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,109,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $481,000 | 58 |
YTD Gross Income employee benefit defined benefit | $356,000 | 39 |
YTD Gross Income from other retirement accounts | $1,170,000 | 37 |
YTD Gross Income corporate trust and agency | $7,000 | 84 |
Investment management and investment advisory agency accounts income | $3,601,000 | 38 |
Foundation and endowment and agency accounts income | $339,000 | 52 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $817,000 | 49 |
YTD Gross income other trust accounts | $0 | 198 |
Gross Fiduciary activities income | $14,880,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $30,322,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $9,204,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,923,000 | 36 |
YTD Gross Income from other retirement accounts | $4,449,000 | 35 |
YTD Gross Income corporate trust and agency | $29,000 | 105 |
Investment management and investment advisory agency accounts income | $13,199,000 | 37 |
Foundation and endowment and agency accounts income | $954,000 | 59 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $3,390,000 | 48 |
YTD Gross income other trust accounts | $1,642,000 | 35 |
Gross Fiduciary activities income | $65,112,000 | 40 |
YTD fiduciary expense (Dec. only) | $64,961,000 | 33 |
YTD fiduciary net loss (Dec. only) | $125,000 | 39 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $26,000 | 529 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $22,325,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $8,683,000 | 17 |
YTD Gross Income employee benefit defined benefit | $1,569,000 | 34 |
YTD Gross Income from other retirement accounts | $3,320,000 | 34 |
YTD Gross Income corporate trust and agency | $24,000 | 83 |
Investment management and investment advisory agency accounts income | $9,672,000 | 38 |
Foundation and endowment and agency accounts income | $620,000 | 61 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,581,000 | 48 |
YTD Gross income other trust accounts | $1,511,000 | 34 |
Gross Fiduciary activities income | $50,305,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,799,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,222,000 | 16 |
YTD Gross Income employee benefit defined benefit | $1,026,000 | 34 |
YTD Gross Income from other retirement accounts | $2,127,000 | 34 |
YTD Gross Income corporate trust and agency | $19,000 | 74 |
Investment management and investment advisory agency accounts income | $6,126,000 | 39 |
Foundation and endowment and agency accounts income | $292,000 | 75 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,753,000 | 47 |
YTD Gross income other trust accounts | $21,000 | 148 |
Gross Fiduciary activities income | $32,385,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,234,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,952,000 | 18 |
YTD Gross Income employee benefit defined benefit | $507,000 | 36 |
YTD Gross Income from other retirement accounts | $1,040,000 | 35 |
YTD Gross Income corporate trust and agency | $13,000 | 66 |
Investment management and investment advisory agency accounts income | $2,960,000 | 40 |
Foundation and endowment and agency accounts income | $147,000 | 73 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $913,000 | 48 |
YTD Gross income other trust accounts | $11,000 | 138 |
Gross Fiduciary activities income | $15,777,000 | 41 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $27,675,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $11,961,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,845,000 | 36 |
YTD Gross Income from other retirement accounts | $4,144,000 | 36 |
YTD Gross Income corporate trust and agency | $0 | 201 |
Investment management and investment advisory agency accounts income | $10,860,000 | 39 |
Foundation and endowment and agency accounts income | $612,000 | 72 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $3,389,000 | 48 |
YTD Gross income other trust accounts | $55,000 | 157 |
Gross Fiduciary activities income | $60,541,000 | 41 |
YTD fiduciary expense (Dec. only) | $51,990,000 | 37 |
YTD fiduciary net loss (Dec. only) | $180,000 | 34 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $8,371,000 | 57 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,761,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $9,428,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,415,000 | 36 |
YTD Gross Income from other retirement accounts | $3,194,000 | 35 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $8,076,000 | 37 |
Foundation and endowment and agency accounts income | $467,000 | 66 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,721,000 | 44 |
YTD Gross income other trust accounts | $44,000 | 139 |
Gross Fiduciary activities income | $46,106,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,918,000 | 24 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,356,000 | 17 |
YTD Gross Income employee benefit defined benefit | $909,000 | 37 |
YTD Gross Income from other retirement accounts | $2,115,000 | 35 |
YTD Gross Income corporate trust and agency | $48,000 | 63 |
Investment management and investment advisory agency accounts income | $5,286,000 | 37 |
Foundation and endowment and agency accounts income | $307,000 | 66 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,921,000 | 42 |
YTD Gross income other trust accounts | $33,000 | 137 |
Gross Fiduciary activities income | $30,893,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,835,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,127,000 | 18 |
YTD Gross Income employee benefit defined benefit | $466,000 | 36 |
YTD Gross Income from other retirement accounts | $1,098,000 | 35 |
YTD Gross Income corporate trust and agency | $25,000 | 59 |
Investment management and investment advisory agency accounts income | $2,573,000 | 38 |
Foundation and endowment and agency accounts income | $151,000 | 68 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $874,000 | 45 |
YTD Gross income other trust accounts | $25,000 | 108 |
Gross Fiduciary activities income | $15,174,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $25,605,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $12,507,000 | 18 |
YTD Gross Income employee benefit defined benefit | $2,001,000 | 33 |
YTD Gross Income from other retirement accounts | $3,715,000 | 36 |
YTD Gross Income corporate trust and agency | $126,000 | 70 |
Investment management and investment advisory agency accounts income | $9,499,000 | 39 |
Foundation and endowment and agency accounts income | $584,000 | 66 |
YTD Gross income other trust and agency accounts | $0 | 169 |
YTD Gross income custody and safekeeping agency accounts | $3,279,000 | 47 |
YTD Gross income other trust accounts | $90,000 | 128 |
Gross Fiduciary activities income | $57,406,000 | 40 |
YTD fiduciary expense (Dec. only) | $45,749,000 | 38 |
YTD fiduciary net loss (Dec. only) | $131,000 | 47 |
YTD fiduciary intracompany income (Dec. only) | $191,000 | 80 |
YTD net fiduciary income (Dec. only) | $11,717,000 | 40 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,120,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $9,394,000 | 19 |
YTD Gross Income employee benefit defined benefit | $1,466,000 | 33 |
YTD Gross Income from other retirement accounts | $2,781,000 | 35 |
YTD Gross Income corporate trust and agency | $96,000 | 61 |
Investment management and investment advisory agency accounts income | $6,981,000 | 38 |
Foundation and endowment and agency accounts income | $440,000 | 65 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,418,000 | 48 |
YTD Gross income other trust accounts | $62,000 | 122 |
Gross Fiduciary activities income | $42,758,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $7,582,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,191,000 | 17 |
YTD Gross Income employee benefit defined benefit | $941,000 | 33 |
YTD Gross Income from other retirement accounts | $1,792,000 | 36 |
YTD Gross Income corporate trust and agency | $54,000 | 64 |
Investment management and investment advisory agency accounts income | $4,562,000 | 38 |
Foundation and endowment and agency accounts income | $305,000 | 63 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,621,000 | 46 |
YTD Gross income other trust accounts | $41,000 | 124 |
Gross Fiduciary activities income | $23,089,000 | 44 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,742,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,984,000 | 21 |
YTD Gross Income employee benefit defined benefit | $449,000 | 35 |
YTD Gross Income from other retirement accounts | $918,000 | 34 |
YTD Gross Income corporate trust and agency | $29,000 | 63 |
Investment management and investment advisory agency accounts income | $2,238,000 | 40 |
Foundation and endowment and agency accounts income | $151,000 | 64 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $805,000 | 44 |
YTD Gross income other trust accounts | $21,000 | 111 |
Gross Fiduciary activities income | $11,337,000 | 44 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,846,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,137,000 | 17 |
YTD Gross Income employee benefit defined benefit | $1,878,000 | 35 |
YTD Gross Income from other retirement accounts | $3,053,000 | 34 |
YTD Gross Income corporate trust and agency | $86,000 | 72 |
Investment management and investment advisory agency accounts income | $8,118,000 | 38 |
Foundation and endowment and agency accounts income | $614,000 | 61 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $3,237,000 | 45 |
YTD Gross income other trust accounts | $129,000 | 124 |
Gross Fiduciary activities income | $44,098,000 | 38 |
YTD fiduciary expense (Dec. only) | $42,096,000 | 40 |
YTD fiduciary net loss (Dec. only) | $60,000 | 71 |
YTD fiduciary intracompany income (Dec. only) | $1,000 | 166 |
YTD net fiduciary income (Dec. only) | $1,943,000 | 122 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,964,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $10,005,000 | 16 |
YTD Gross Income employee benefit defined benefit | $1,417,000 | 36 |
YTD Gross Income from other retirement accounts | $2,301,000 | 35 |
YTD Gross Income corporate trust and agency | $69,000 | 65 |
Investment management and investment advisory agency accounts income | $6,078,000 | 42 |
Foundation and endowment and agency accounts income | $464,000 | 61 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,413,000 | 45 |
YTD Gross income other trust accounts | $92,000 | 110 |
Gross Fiduciary activities income | $32,803,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,513,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,845,000 | 17 |
YTD Gross Income employee benefit defined benefit | $881,000 | 37 |
YTD Gross Income from other retirement accounts | $1,471,000 | 35 |
YTD Gross Income corporate trust and agency | $46,000 | 68 |
Investment management and investment advisory agency accounts income | $4,058,000 | 42 |
Foundation and endowment and agency accounts income | $302,000 | 61 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,609,000 | 46 |
YTD Gross income other trust accounts | $73,000 | 108 |
Gross Fiduciary activities income | $21,798,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,209,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,401,000 | 17 |
YTD Gross Income employee benefit defined benefit | $418,000 | 40 |
YTD Gross Income from other retirement accounts | $697,000 | 35 |
YTD Gross Income corporate trust and agency | $28,000 | 63 |
Investment management and investment advisory agency accounts income | $1,993,000 | 44 |
Foundation and endowment and agency accounts income | $143,000 | 62 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $821,000 | 46 |
YTD Gross income other trust accounts | $38,000 | 98 |
Gross Fiduciary activities income | $10,748,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 9 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $12,805,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $12,972,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,700,000 | 38 |
YTD Gross Income from other retirement accounts | $2,949,000 | 33 |
YTD Gross Income corporate trust and agency | $80,000 | 81 |
Investment management and investment advisory agency accounts income | $7,608,000 | 42 |
Foundation and endowment and agency accounts income | $594,000 | 55 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $3,124,000 | 42 |
YTD Gross income other trust accounts | $204,000 | 104 |
Gross Fiduciary activities income | $42,036,000 | 39 |
YTD fiduciary expense (Dec. only) | $39,696,000 | 42 |
YTD fiduciary net loss (Dec. only) | $271,000 | 34 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $2,069,000 | 115 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,594,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $9,689,000 | 18 |
YTD Gross Income employee benefit defined benefit | $1,283,000 | 35 |
YTD Gross Income from other retirement accounts | $2,198,000 | 32 |
YTD Gross Income corporate trust and agency | $59,000 | 76 |
Investment management and investment advisory agency accounts income | $5,739,000 | 42 |
Foundation and endowment and agency accounts income | $441,000 | 52 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,323,000 | 42 |
YTD Gross income other trust accounts | $147,000 | 97 |
Gross Fiduciary activities income | $31,473,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $6,533,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,476,000 | 18 |
YTD Gross Income employee benefit defined benefit | $870,000 | 36 |
YTD Gross Income from other retirement accounts | $1,461,000 | 33 |
YTD Gross Income corporate trust and agency | $39,000 | 77 |
Investment management and investment advisory agency accounts income | $3,817,000 | 43 |
Foundation and endowment and agency accounts income | $301,000 | 51 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,541,000 | 43 |
YTD Gross income other trust accounts | $117,000 | 95 |
Gross Fiduciary activities income | $21,155,000 | 39 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $3,252,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $3,140,000 | 17 |
YTD Gross Income employee benefit defined benefit | $450,000 | 35 |
YTD Gross Income from other retirement accounts | $730,000 | 32 |
YTD Gross Income corporate trust and agency | $23,000 | 72 |
Investment management and investment advisory agency accounts income | $1,894,000 | 42 |
Foundation and endowment and agency accounts income | $153,000 | 50 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $782,000 | 43 |
YTD Gross income other trust accounts | $66,000 | 84 |
Gross Fiduciary activities income | $10,490,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,522,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $11,572,000 | 19 |
YTD Gross Income employee benefit defined benefit | $1,476,000 | 39 |
YTD Gross Income from other retirement accounts | $2,533,000 | 36 |
YTD Gross Income corporate trust and agency | $106,000 | 81 |
Investment management and investment advisory agency accounts income | $7,753,000 | 46 |
Foundation and endowment and agency accounts income | $632,000 | 43 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $3,029,000 | 44 |
YTD Gross income other trust accounts | $131,000 | 143 |
Gross Fiduciary activities income | $46,754,000 | 38 |
YTD fiduciary expense (Dec. only) | $35,884,000 | 45 |
YTD fiduciary net loss (Dec. only) | $139,000 | 48 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $10,731,000 | 36 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,108,000 | 32 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $8,346,000 | 20 |
YTD Gross Income employee benefit defined benefit | $1,044,000 | 42 |
YTD Gross Income from other retirement accounts | $1,928,000 | 35 |
YTD Gross Income corporate trust and agency | $88,000 | 74 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,267,000 | 46 |
YTD Gross income other trust accounts | $72,000 | 137 |
Gross Fiduciary activities income | $34,445,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $9,142,000 | 34 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $5,196,000 | 21 |
YTD Gross Income employee benefit defined benefit | $649,000 | 45 |
YTD Gross Income from other retirement accounts | $1,347,000 | 34 |
YTD Gross Income corporate trust and agency | $42,000 | 74 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,454,000 | 50 |
YTD Gross income other trust accounts | $37,000 | 152 |
Gross Fiduciary activities income | $22,398,000 | 42 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $4,627,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $2,587,000 | 20 |
YTD Gross Income employee benefit defined benefit | $319,000 | 42 |
YTD Gross Income from other retirement accounts | $729,000 | 33 |
YTD Gross Income corporate trust and agency | $24,000 | 78 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $725,000 | 52 |
YTD Gross income other trust accounts | $35,000 | 126 |
Gross Fiduciary activities income | $11,341,000 | 42 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | $0 | 11 |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $51,516,000 | 44 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $39,075,000 | 45 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $25,814,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $12,807,000 | 45 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $1,000 | 184 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $48,268,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $35,370,000 | 47 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $23,095,000 | 49 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,452,000 | 49 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $1,000 | 186 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $41,834,000 | 52 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $30,917,000 | 55 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $20,066,000 | 58 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,764,000 | 56 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 220 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $36,216,000 | 56 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $26,708,000 | 56 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $17,664,000 | 58 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,688,000 | 58 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $31,830,000 | 63 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $23,137,000 | 63 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,055,000 | 65 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,227,000 | 65 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $8,000 | 162 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $25,195,000 | 70 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $18,393,000 | 73 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $11,927,000 | 72 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,093,000 | 72 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $4,000 | 186 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $23,886,000 | 73 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $172,000 | 83 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $24,630,000 | 75 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $21,260,000 | 78 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $18,071,000 | 97 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $9,376,000 | 142 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $8,303,000 | 152 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,176,000 | 179 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,495,000 | 206 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $6,822,000 | 191 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,461,000 | 180 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $7,536,000 | 173 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |