Home > Dacotah Bank > Gross Fiduciary and Related Services Income
Dacotah 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 | $1,385,000 | 265 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $19,000 | 277 |
YTD Gross Income employee benefit defined benefit | $0 | 242 |
YTD Gross Income from other retirement accounts | $11,000 | 400 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | $359,000 | 403 |
Foundation and endowment and agency accounts income | $428,000 | 138 |
YTD Gross income other trust and agency accounts | $0 | 113 |
YTD Gross income custody and safekeeping agency accounts | $196,000 | 178 |
YTD Gross income other trust accounts | $8,000 | 185 |
Gross Fiduciary activities income | $2,406,000 | 370 |
YTD fiduciary expense (Dec. only) | $1,965,000 | 335 |
YTD fiduciary net loss (Dec. only) | $0 | 213 |
YTD fiduciary intracompany income (Dec. only) | $0 | 125 |
YTD net fiduciary income (Dec. only) | $441,000 | 377 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,055,000 | 243 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $17,000 | 226 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $9,000 | 327 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $271,000 | 341 |
Foundation and endowment and agency accounts income | $330,000 | 134 |
YTD Gross income other trust and agency accounts | $0 | 90 |
YTD Gross income custody and safekeeping agency accounts | $140,000 | 177 |
YTD Gross income other trust accounts | $8,000 | 149 |
Gross Fiduciary activities income | $1,830,000 | 367 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $788,000 | 250 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 243 |
YTD Gross Income employee benefit defined benefit | $0 | 231 |
YTD Gross Income from other retirement accounts | $7,000 | 393 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $185,000 | 394 |
Foundation and endowment and agency accounts income | $206,000 | 142 |
YTD Gross income other trust and agency accounts | $0 | 100 |
YTD Gross income custody and safekeeping agency accounts | $94,000 | 174 |
YTD Gross income other trust accounts | $12,000 | 158 |
Gross Fiduciary activities income | $1,307,000 | 351 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $426,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 208 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $3,000 | 334 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $92,000 | 302 |
Foundation and endowment and agency accounts income | $112,000 | 132 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $45,000 | 177 |
YTD Gross income other trust accounts | $11,000 | 123 |
Gross Fiduciary activities income | $702,000 | 354 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,755,000 | 246 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $21,000 | 287 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $11,000 | 418 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $328,000 | 375 |
Foundation and endowment and agency accounts income | $391,000 | 154 |
YTD Gross income other trust and agency accounts | $0 | 118 |
YTD Gross income custody and safekeeping agency accounts | $195,000 | 170 |
YTD Gross income other trust accounts | $1,000 | 219 |
Gross Fiduciary activities income | $2,702,000 | 359 |
YTD fiduciary expense (Dec. only) | $1,739,000 | 358 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $0 | 137 |
YTD net fiduciary income (Dec. only) | $963,000 | 326 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,309,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $19,000 | 245 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $9,000 | 343 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $248,000 | 318 |
Foundation and endowment and agency accounts income | $300,000 | 147 |
YTD Gross income other trust and agency accounts | $0 | 93 |
YTD Gross income custody and safekeeping agency accounts | $147,000 | 165 |
YTD Gross income other trust accounts | $1,000 | 179 |
Gross Fiduciary activities income | $2,033,000 | 356 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $960,000 | 205 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 251 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $8,000 | 380 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $165,000 | 348 |
Foundation and endowment and agency accounts income | $199,000 | 142 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $97,000 | 154 |
YTD Gross income other trust accounts | $1,000 | 185 |
Gross Fiduciary activities income | $1,446,000 | 309 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $442,000 | 210 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 212 |
YTD Gross Income employee benefit defined benefit | $0 | 165 |
YTD Gross Income from other retirement accounts | $3,000 | 317 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $86,000 | 290 |
Foundation and endowment and agency accounts income | $109,000 | 132 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $50,000 | 147 |
YTD Gross income other trust accounts | $0 | 156 |
Gross Fiduciary activities income | $705,000 | 313 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
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 | $1,505,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 281 |
YTD Gross Income employee benefit defined benefit | $0 | 196 |
YTD Gross Income from other retirement accounts | $11,000 | 376 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $357,000 | 334 |
Foundation and endowment and agency accounts income | $374,000 | 143 |
YTD Gross income other trust and agency accounts | $0 | 101 |
YTD Gross income custody and safekeeping agency accounts | $183,000 | 156 |
YTD Gross income other trust accounts | $4,000 | 187 |
Gross Fiduciary activities income | $2,454,000 | 336 |
YTD fiduciary expense (Dec. only) | $1,638,000 | 324 |
YTD fiduciary net loss (Dec. only) | $0 | 181 |
YTD fiduciary intracompany income (Dec. only) | $0 | 130 |
YTD net fiduciary income (Dec. only) | $816,000 | 308 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,110,000 | 224 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $17,000 | 242 |
YTD Gross Income employee benefit defined benefit | $0 | 173 |
YTD Gross Income from other retirement accounts | $9,000 | 309 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $263,000 | 282 |
Foundation and endowment and agency accounts income | $285,000 | 135 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $135,000 | 150 |
YTD Gross income other trust accounts | $1,000 | 160 |
Gross Fiduciary activities income | $1,820,000 | 337 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $769,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 260 |
YTD Gross Income employee benefit defined benefit | $0 | 192 |
YTD Gross Income from other retirement accounts | $7,000 | 364 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $177,000 | 328 |
Foundation and endowment and agency accounts income | $171,000 | 146 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $89,000 | 154 |
YTD Gross income other trust accounts | $1,000 | 187 |
Gross Fiduciary activities income | $1,229,000 | 327 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $399,000 | 213 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 219 |
YTD Gross Income employee benefit defined benefit | $0 | 169 |
YTD Gross Income from other retirement accounts | $3,000 | 309 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $98,000 | 280 |
Foundation and endowment and agency accounts income | $86,000 | 138 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $41,000 | 159 |
YTD Gross income other trust accounts | $1,000 | 151 |
Gross Fiduciary activities income | $641,000 | 318 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,473,000 | 223 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 287 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $10,000 | 376 |
YTD Gross Income corporate trust and agency | $0 | 151 |
Investment management and investment advisory agency accounts income | $296,000 | 330 |
Foundation and endowment and agency accounts income | $377,000 | 134 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $139,000 | 174 |
YTD Gross income other trust accounts | $1,000 | 216 |
Gross Fiduciary activities income | $2,316,000 | 320 |
YTD fiduciary expense (Dec. only) | $1,666,000 | 309 |
YTD fiduciary net loss (Dec. only) | $0 | 180 |
YTD fiduciary intracompany income (Dec. only) | $0 | 139 |
YTD net fiduciary income (Dec. only) | $650,000 | 307 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,097,000 | 207 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $18,000 | 240 |
YTD Gross Income employee benefit defined benefit | $0 | 181 |
YTD Gross Income from other retirement accounts | $8,000 | 313 |
YTD Gross Income corporate trust and agency | $0 | 122 |
Investment management and investment advisory agency accounts income | $226,000 | 286 |
Foundation and endowment and agency accounts income | $295,000 | 123 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $105,000 | 170 |
YTD Gross income other trust accounts | $1,000 | 180 |
Gross Fiduciary activities income | $1,750,000 | 315 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $804,000 | 206 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 258 |
YTD Gross Income employee benefit defined benefit | $0 | 201 |
YTD Gross Income from other retirement accounts | $7,000 | 361 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $143,000 | 331 |
Foundation and endowment and agency accounts income | $186,000 | 131 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $74,000 | 173 |
YTD Gross income other trust accounts | $1,000 | 194 |
Gross Fiduciary activities income | $1,231,000 | 309 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $421,000 | 187 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 215 |
YTD Gross Income employee benefit defined benefit | $0 | 176 |
YTD Gross Income from other retirement accounts | $3,000 | 314 |
YTD Gross Income corporate trust and agency | $0 | 109 |
Investment management and investment advisory agency accounts income | $65,000 | 289 |
Foundation and endowment and agency accounts income | $103,000 | 116 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $34,000 | 174 |
YTD Gross income other trust accounts | $1,000 | 157 |
Gross Fiduciary activities income | $641,000 | 306 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,307,000 | 237 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 276 |
YTD Gross Income employee benefit defined benefit | $0 | 203 |
YTD Gross Income from other retirement accounts | $13,000 | 365 |
YTD Gross Income corporate trust and agency | $0 | 143 |
Investment management and investment advisory agency accounts income | $372,000 | 298 |
Foundation and endowment and agency accounts income | $392,000 | 125 |
YTD Gross income other trust and agency accounts | $0 | 108 |
YTD Gross income custody and safekeeping agency accounts | $127,000 | 187 |
YTD Gross income other trust accounts | $1,000 | 211 |
Gross Fiduciary activities income | $2,232,000 | 326 |
YTD fiduciary expense (Dec. only) | $1,594,000 | 314 |
YTD fiduciary net loss (Dec. only) | $0 | 159 |
YTD fiduciary intracompany income (Dec. only) | $0 | 131 |
YTD net fiduciary income (Dec. only) | $638,000 | 293 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $974,000 | 220 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $18,000 | 244 |
YTD Gross Income employee benefit defined benefit | $0 | 184 |
YTD Gross Income from other retirement accounts | $11,000 | 320 |
YTD Gross Income corporate trust and agency | $0 | 117 |
Investment management and investment advisory agency accounts income | $273,000 | 276 |
Foundation and endowment and agency accounts income | $313,000 | 110 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $96,000 | 174 |
YTD Gross income other trust accounts | $1,000 | 188 |
Gross Fiduciary activities income | $1,686,000 | 324 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $713,000 | 220 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 258 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $8,000 | 356 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $184,000 | 303 |
Foundation and endowment and agency accounts income | $196,000 | 117 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $66,000 | 178 |
YTD Gross income other trust accounts | $1,000 | 200 |
Gross Fiduciary activities income | $1,184,000 | 321 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $346,000 | 218 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 238 |
YTD Gross Income employee benefit defined benefit | $0 | 193 |
YTD Gross Income from other retirement accounts | $4,000 | 358 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $109,000 | 295 |
Foundation and endowment and agency accounts income | $112,000 | 103 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $35,000 | 173 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $620,000 | 311 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,272,000 | 235 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 311 |
YTD Gross Income employee benefit defined benefit | $0 | 225 |
YTD Gross Income from other retirement accounts | $14,000 | 425 |
YTD Gross Income corporate trust and agency | $0 | 175 |
Investment management and investment advisory agency accounts income | $337,000 | 336 |
Foundation and endowment and agency accounts income | $486,000 | 104 |
YTD Gross income other trust and agency accounts | $0 | 139 |
YTD Gross income custody and safekeeping agency accounts | $112,000 | 202 |
YTD Gross income other trust accounts | $2,000 | 231 |
Gross Fiduciary activities income | $2,243,000 | 325 |
YTD fiduciary expense (Dec. only) | $1,611,000 | 313 |
YTD fiduciary net loss (Dec. only) | $0 | 192 |
YTD fiduciary intracompany income (Dec. only) | $0 | 148 |
YTD net fiduciary income (Dec. only) | $632,000 | 321 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $973,000 | 229 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $18,000 | 276 |
YTD Gross Income employee benefit defined benefit | $0 | 207 |
YTD Gross Income from other retirement accounts | $11,000 | 361 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $268,000 | 308 |
Foundation and endowment and agency accounts income | $384,000 | 100 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $85,000 | 196 |
YTD Gross income other trust accounts | $1,000 | 202 |
Gross Fiduciary activities income | $1,740,000 | 320 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $667,000 | 230 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 268 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $9,000 | 361 |
YTD Gross Income corporate trust and agency | $0 | 134 |
Investment management and investment advisory agency accounts income | $178,000 | 311 |
Foundation and endowment and agency accounts income | $257,000 | 101 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $58,000 | 190 |
YTD Gross income other trust accounts | $1,000 | 194 |
Gross Fiduciary activities income | $1,186,000 | 314 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $351,000 | 218 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 255 |
YTD Gross Income employee benefit defined benefit | $0 | 202 |
YTD Gross Income from other retirement accounts | $5,000 | 359 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $104,000 | 305 |
Foundation and endowment and agency accounts income | $146,000 | 89 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $27,000 | 191 |
YTD Gross income other trust accounts | $0 | 191 |
Gross Fiduciary activities income | $647,000 | 308 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,277,000 | 227 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $27,000 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 247 |
YTD Gross Income from other retirement accounts | $152,000 | 340 |
YTD Gross Income corporate trust and agency | $0 | 195 |
Investment management and investment advisory agency accounts income | $355,000 | 342 |
Foundation and endowment and agency accounts income | $456,000 | 97 |
YTD Gross income other trust and agency accounts | $0 | 159 |
YTD Gross income custody and safekeeping agency accounts | $97,000 | 221 |
YTD Gross income other trust accounts | $3,000 | 265 |
Gross Fiduciary activities income | $2,367,000 | 311 |
YTD fiduciary expense (Dec. only) | $1,678,000 | 315 |
YTD fiduciary net loss (Dec. only) | $0 | 182 |
YTD fiduciary intracompany income (Dec. only) | $0 | 156 |
YTD net fiduciary income (Dec. only) | $689,000 | 303 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,041,000 | 214 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $24,000 | 265 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $148,000 | 290 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $275,000 | 310 |
Foundation and endowment and agency accounts income | $348,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $75,000 | 201 |
YTD Gross income other trust accounts | $3,000 | 196 |
Gross Fiduciary activities income | $1,914,000 | 297 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $653,000 | 222 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $19,000 | 257 |
YTD Gross Income employee benefit defined benefit | $0 | 204 |
YTD Gross Income from other retirement accounts | $68,000 | 311 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $183,000 | 311 |
Foundation and endowment and agency accounts income | $222,000 | 98 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $53,000 | 193 |
YTD Gross income other trust accounts | $3,000 | 182 |
Gross Fiduciary activities income | $1,201,000 | 309 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $295,000 | 232 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 243 |
YTD Gross Income employee benefit defined benefit | $0 | 198 |
YTD Gross Income from other retirement accounts | $32,000 | 313 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $96,000 | 305 |
Foundation and endowment and agency accounts income | $122,000 | 92 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $27,000 | 190 |
YTD Gross income other trust accounts | $2,000 | 167 |
Gross Fiduciary activities income | $589,000 | 311 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $1,219,000 | 225 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $24,000 | 329 |
YTD Gross Income employee benefit defined benefit | $0 | 250 |
YTD Gross Income from other retirement accounts | $4,000 | 491 |
YTD Gross Income corporate trust and agency | $0 | 193 |
Investment management and investment advisory agency accounts income | $301,000 | 362 |
Foundation and endowment and agency accounts income | $435,000 | 98 |
YTD Gross income other trust and agency accounts | $0 | 162 |
YTD Gross income custody and safekeeping agency accounts | $201,000 | 153 |
YTD Gross income other trust accounts | $1,000 | 286 |
Gross Fiduciary activities income | $2,185,000 | 317 |
YTD fiduciary expense (Dec. only) | $1,866,000 | 288 |
YTD fiduciary net loss (Dec. only) | $0 | 176 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $319,000 | 388 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $948,000 | 222 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 283 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $3,000 | 367 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $233,000 | 313 |
Foundation and endowment and agency accounts income | $330,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $150,000 | 146 |
YTD Gross income other trust accounts | $1,000 | 205 |
Gross Fiduciary activities income | $1,679,000 | 314 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $676,000 | 214 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 276 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $3,000 | 368 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $174,000 | 309 |
Foundation and endowment and agency accounts income | $210,000 | 99 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $102,000 | 147 |
YTD Gross income other trust accounts | $1,000 | 199 |
Gross Fiduciary activities income | $1,179,000 | 302 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $282,000 | 233 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $12,000 | 249 |
YTD Gross Income employee benefit defined benefit | $0 | 212 |
YTD Gross Income from other retirement accounts | $1,000 | 366 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $98,000 | 297 |
Foundation and endowment and agency accounts income | $108,000 | 96 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $49,000 | 147 |
YTD Gross income other trust accounts | $1,000 | 187 |
Gross Fiduciary activities income | $551,000 | 314 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $904,000 | 283 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $21,000 | 359 |
YTD Gross Income employee benefit defined benefit | $0 | 254 |
YTD Gross Income from other retirement accounts | $5,000 | 507 |
YTD Gross Income corporate trust and agency | $0 | 200 |
Investment management and investment advisory agency accounts income | $303,000 | 369 |
Foundation and endowment and agency accounts income | $432,000 | 100 |
YTD Gross income other trust and agency accounts | $0 | 179 |
YTD Gross income custody and safekeeping agency accounts | $83,000 | 240 |
YTD Gross income other trust accounts | $1,000 | 282 |
Gross Fiduciary activities income | $1,749,000 | 365 |
YTD fiduciary expense (Dec. only) | $1,197,000 | 376 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $0 | 160 |
YTD net fiduciary income (Dec. only) | $552,000 | 325 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $711,000 | 258 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $18,000 | 286 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $5,000 | 361 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $223,000 | 309 |
Foundation and endowment and agency accounts income | $333,000 | 94 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $52,000 | 240 |
YTD Gross income other trust accounts | $0 | 212 |
Gross Fiduciary activities income | $1,342,000 | 362 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $502,000 | 251 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 278 |
YTD Gross Income employee benefit defined benefit | $0 | 209 |
YTD Gross Income from other retirement accounts | $1,000 | 363 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $150,000 | 310 |
Foundation and endowment and agency accounts income | $211,000 | 98 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $35,000 | 236 |
YTD Gross income other trust accounts | $0 | 208 |
Gross Fiduciary activities income | $915,000 | 356 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $255,000 | 254 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $14,000 | 249 |
YTD Gross Income employee benefit defined benefit | $0 | 206 |
YTD Gross Income from other retirement accounts | $1,000 | 358 |
YTD Gross Income corporate trust and agency | $0 | 131 |
Investment management and investment advisory agency accounts income | $77,000 | 313 |
Foundation and endowment and agency accounts income | $108,000 | 96 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $15,000 | 249 |
YTD Gross income other trust accounts | $0 | 198 |
Gross Fiduciary activities income | $470,000 | 347 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $970,000 | 271 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 369 |
YTD Gross Income employee benefit defined benefit | $0 | 259 |
YTD Gross Income from other retirement accounts | $5,000 | 503 |
YTD Gross Income corporate trust and agency | $1,000 | 188 |
Investment management and investment advisory agency accounts income | $306,000 | 371 |
Foundation and endowment and agency accounts income | $429,000 | 96 |
YTD Gross income other trust and agency accounts | $0 | 174 |
YTD Gross income custody and safekeeping agency accounts | $61,000 | 282 |
YTD Gross income other trust accounts | $1,000 | 282 |
Gross Fiduciary activities income | $1,793,000 | 354 |
YTD fiduciary expense (Dec. only) | $1,254,000 | 350 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $0 | 165 |
YTD net fiduciary income (Dec. only) | $539,000 | 325 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $749,000 | 256 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $18,000 | 287 |
YTD Gross Income employee benefit defined benefit | $0 | 220 |
YTD Gross Income from other retirement accounts | $5,000 | 362 |
YTD Gross Income corporate trust and agency | $1,000 | 135 |
Investment management and investment advisory agency accounts income | $229,000 | 314 |
Foundation and endowment and agency accounts income | $329,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $47,000 | 244 |
YTD Gross income other trust accounts | $1,000 | 210 |
Gross Fiduciary activities income | $1,379,000 | 352 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $493,000 | 259 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $15,000 | 284 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $4,000 | 362 |
YTD Gross Income corporate trust and agency | $1,000 | 122 |
Investment management and investment advisory agency accounts income | $159,000 | 315 |
Foundation and endowment and agency accounts income | $214,000 | 92 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $34,000 | 235 |
YTD Gross income other trust accounts | $1,000 | 201 |
Gross Fiduciary activities income | $921,000 | 348 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $240,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $13,000 | 256 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $1,000 | 369 |
YTD Gross Income corporate trust and agency | $1,000 | 108 |
Investment management and investment advisory agency accounts income | $73,000 | 319 |
Foundation and endowment and agency accounts income | $110,000 | 90 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $15,000 | 241 |
YTD Gross income other trust accounts | $1,000 | 186 |
Gross Fiduciary activities income | $454,000 | 355 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $972,000 | 257 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $8,000 | 394 |
YTD Gross Income employee benefit defined benefit | $0 | 260 |
YTD Gross Income from other retirement accounts | $4,000 | 496 |
YTD Gross Income corporate trust and agency | $1,000 | 183 |
Investment management and investment advisory agency accounts income | $357,000 | 331 |
Foundation and endowment and agency accounts income | $390,000 | 98 |
YTD Gross income other trust and agency accounts | $0 | 172 |
YTD Gross income custody and safekeeping agency accounts | $45,000 | 307 |
YTD Gross income other trust accounts | $1,000 | 286 |
Gross Fiduciary activities income | $1,778,000 | 344 |
YTD fiduciary expense (Dec. only) | $1,083,000 | 375 |
YTD fiduciary net loss (Dec. only) | $0 | 189 |
YTD fiduciary intracompany income (Dec. only) | $0 | 162 |
YTD net fiduciary income (Dec. only) | $695,000 | 261 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $686,000 | 253 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $6,000 | 300 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $4,000 | 354 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $298,000 | 281 |
Foundation and endowment and agency accounts income | $293,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $33,000 | 261 |
YTD Gross income other trust accounts | $1,000 | 203 |
Gross Fiduciary activities income | $1,323,000 | 345 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $395,000 | 265 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $4,000 | 300 |
YTD Gross Income employee benefit defined benefit | $0 | 216 |
YTD Gross Income from other retirement accounts | $3,000 | 353 |
YTD Gross Income corporate trust and agency | $1,000 | 121 |
Investment management and investment advisory agency accounts income | $209,000 | 276 |
Foundation and endowment and agency accounts income | $186,000 | 97 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $24,000 | 254 |
YTD Gross income other trust accounts | $0 | 203 |
Gross Fiduciary activities income | $822,000 | 358 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $155,000 | 302 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $1,000 | 202 |
YTD Gross Income from other retirement accounts | $1,000 | 356 |
YTD Gross Income corporate trust and agency | $1,000 | 111 |
Investment management and investment advisory agency accounts income | $92,000 | 285 |
Foundation and endowment and agency accounts income | $96,000 | 95 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $13,000 | 257 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $359,000 | 384 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $567,000 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $16,000 | 367 |
YTD Gross Income employee benefit defined benefit | $0 | 262 |
YTD Gross Income from other retirement accounts | $2,000 | 483 |
YTD Gross Income corporate trust and agency | $1,000 | 190 |
Investment management and investment advisory agency accounts income | $334,000 | 324 |
Foundation and endowment and agency accounts income | $230,000 | 123 |
YTD Gross income other trust and agency accounts | $2,000 | 155 |
YTD Gross income custody and safekeeping agency accounts | $50,000 | 295 |
YTD Gross income other trust accounts | $0 | 288 |
Gross Fiduciary activities income | $1,202,000 | 406 |
YTD fiduciary expense (Dec. only) | $1,018,000 | 371 |
YTD fiduciary net loss (Dec. only) | $0 | 188 |
YTD fiduciary intracompany income (Dec. only) | $0 | 167 |
YTD net fiduciary income (Dec. only) | $184,000 | 418 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 312 |
YTD Gross Income employee benefit defined benefit | $0 | 217 |
YTD Gross Income from other retirement accounts | $0 | 345 |
YTD Gross Income corporate trust and agency | $0 | 142 |
Investment management and investment advisory agency accounts income | $0 | 338 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $900,000 | 407 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 371 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 312 |
YTD Gross Income employee benefit defined benefit | $0 | 213 |
YTD Gross Income from other retirement accounts | $0 | 346 |
YTD Gross Income corporate trust and agency | $0 | 137 |
Investment management and investment advisory agency accounts income | $0 | 340 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $616,000 | 400 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 306 |
YTD Gross Income employee benefit defined benefit | $0 | 205 |
YTD Gross Income from other retirement accounts | $0 | 343 |
YTD Gross Income corporate trust and agency | $0 | 127 |
Investment management and investment advisory agency accounts income | $0 | 334 |
Foundation and endowment and agency accounts income | $0 | 251 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $343,000 | 378 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $533,000 | 347 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $17,000 | 372 |
YTD Gross Income employee benefit defined benefit | $0 | 264 |
YTD Gross Income from other retirement accounts | $0 | 494 |
YTD Gross Income corporate trust and agency | $1,000 | 207 |
Investment management and investment advisory agency accounts income | $234,000 | 360 |
Foundation and endowment and agency accounts income | $79,000 | 200 |
YTD Gross income other trust and agency accounts | $0 | 167 |
YTD Gross income custody and safekeeping agency accounts | $45,000 | 302 |
YTD Gross income other trust accounts | $3,000 | 278 |
Gross Fiduciary activities income | $912,000 | 416 |
YTD fiduciary expense (Dec. only) | $769,000 | 422 |
YTD fiduciary net loss (Dec. only) | $0 | 203 |
YTD fiduciary intracompany income (Dec. only) | $0 | 170 |
YTD net fiduciary income (Dec. only) | $143,000 | 430 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 371 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 227 |
YTD Gross Income from other retirement accounts | $0 | 346 |
YTD Gross Income corporate trust and agency | $0 | 157 |
Investment management and investment advisory agency accounts income | $0 | 336 |
Foundation and endowment and agency accounts income | $0 | 252 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 328 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $681,000 | 417 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 375 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 320 |
YTD Gross Income employee benefit defined benefit | $0 | 222 |
YTD Gross Income from other retirement accounts | $0 | 348 |
YTD Gross Income corporate trust and agency | $0 | 154 |
Investment management and investment advisory agency accounts income | $0 | 340 |
Foundation and endowment and agency accounts income | $0 | 253 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $468,000 | 416 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 379 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 322 |
YTD Gross Income employee benefit defined benefit | $0 | 221 |
YTD Gross Income from other retirement accounts | $0 | 349 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $0 | 343 |
Foundation and endowment and agency accounts income | $0 | 250 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 329 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $226,000 | 428 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $436,000 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $20,000 | 370 |
YTD Gross Income employee benefit defined benefit | $0 | 279 |
YTD Gross Income from other retirement accounts | $0 | 493 |
YTD Gross Income corporate trust and agency | $1,000 | 214 |
Investment management and investment advisory agency accounts income | $202,000 | 361 |
Foundation and endowment and agency accounts income | $78,000 | 197 |
YTD Gross income other trust and agency accounts | $0 | 170 |
YTD Gross income custody and safekeeping agency accounts | $26,000 | 365 |
YTD Gross income other trust accounts | $2,000 | 295 |
Gross Fiduciary activities income | $765,000 | 458 |
YTD fiduciary expense (Dec. only) | $749,000 | 429 |
YTD fiduciary net loss (Dec. only) | $0 | 194 |
YTD fiduciary intracompany income (Dec. only) | $0 | 166 |
YTD net fiduciary income (Dec. only) | $16,000 | 479 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 367 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 316 |
YTD Gross Income employee benefit defined benefit | $0 | 233 |
YTD Gross Income from other retirement accounts | $0 | 346 |
YTD Gross Income corporate trust and agency | $0 | 164 |
Investment management and investment advisory agency accounts income | $0 | 335 |
Foundation and endowment and agency accounts income | $0 | 245 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
YTD Gross income other trust accounts | $0 | 210 |
Gross Fiduciary activities income | $599,000 | 442 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 366 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 230 |
YTD Gross Income from other retirement accounts | $0 | 344 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $0 | 335 |
Foundation and endowment and agency accounts income | $0 | 240 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 337 |
YTD Gross income other trust accounts | $0 | 209 |
Gross Fiduciary activities income | $363,000 | 472 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 374 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 224 |
YTD Gross Income from other retirement accounts | $0 | 348 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $0 | 339 |
Foundation and endowment and agency accounts income | $0 | 236 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 334 |
YTD Gross income other trust accounts | $0 | 202 |
Gross Fiduciary activities income | $195,000 | 465 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $564,000 | 319 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $22,000 | 370 |
YTD Gross Income employee benefit defined benefit | $0 | 277 |
YTD Gross Income from other retirement accounts | $17,000 | 466 |
YTD Gross Income corporate trust and agency | $1,000 | 225 |
Investment management and investment advisory agency accounts income | $208,000 | 349 |
Foundation and endowment and agency accounts income | $64,000 | 176 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $6,000 | 435 |
YTD Gross income other trust accounts | $10,000 | 274 |
Gross Fiduciary activities income | $892,000 | 407 |
YTD fiduciary expense (Dec. only) | $620,000 | 430 |
YTD fiduciary net loss (Dec. only) | $0 | 207 |
YTD fiduciary intracompany income (Dec. only) | $0 | 159 |
YTD net fiduciary income (Dec. only) | $272,000 | 343 |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $0 | 338 |
YTD Gross Income corporate trust and agency | $0 | 161 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 327 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $575,000 | 449 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 369 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 318 |
YTD Gross Income employee benefit defined benefit | $0 | 219 |
YTD Gross Income from other retirement accounts | $0 | 341 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 335 |
YTD Gross income other trust accounts | $0 | 218 |
Gross Fiduciary activities income | $370,000 | 457 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $0 | 368 |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | $0 | 313 |
YTD Gross Income employee benefit defined benefit | $0 | 208 |
YTD Gross Income from other retirement accounts | $0 | 341 |
YTD Gross Income corporate trust and agency | $0 | 147 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $0 | 331 |
YTD Gross income other trust accounts | $0 | 211 |
Gross Fiduciary activities income | $222,000 | 410 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 187 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $740,000 | 480 |
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 | $573,000 | 477 |
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 | $366,000 | 494 |
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 | $211,000 | 468 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $733,000 | 500 |
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 | $526,000 | 516 |
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 | $373,000 | 503 |
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 | $170,000 | 532 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 197 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $647,000 | 524 |
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 | $507,000 | 506 |
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 | $297,000 | 554 |
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 | $164,000 | 527 |
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 | $606,000 | 530 |
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 | $457,000 | 527 |
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 | $317,000 | 516 |
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 | $187,000 | 474 |
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 | $3,000 | 170 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $662,000 | 473 |
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 | $543,000 | 453 |
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 | $348,000 | 460 |
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 | $217,000 | 411 |
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 | $9,000 | 159 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $530,000 | 550 |
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 | $383,000 | 562 |
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 | $248,000 | 570 |
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 | $126,000 | 576 |
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 | $460,000 | 600 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: | ||
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $510,000 | 592 |
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 | $500,000 | 598 |
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 | $490,000 | 644 |
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 | $430,000 | 684 |
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 | $394,000 | 739 |
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 | $305,000 | 855 |
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 | $240,000 | 956 |
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 | $233,000 | 982 |
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 | $221,000 | 1,038 |
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 | $210,000 | 1,069 |
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 |