Home > First Farmers and Merchants Bank > Gross Fiduciary and Related Services Income

First Farmers and Merchants Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$985,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$215,000169
YTD Gross Income employee benefit defined benefit$797,00047
YTD Gross Income from other retirement accounts$743,000199
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$934,000324
Foundation and endowment and agency accounts income$163,000219
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$494,000109
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,331,000284
YTD fiduciary expense (Dec. only)$2,653,000291
YTD fiduciary net loss (Dec. only)$13,000154
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,665,000234
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$757,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$166,000146
YTD Gross Income employee benefit defined benefit$615,00049
YTD Gross Income from other retirement accounts$547,000192
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$685,000294
Foundation and endowment and agency accounts income$123,000196
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$373,000106
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$3,266,000283
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$511,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$106,000161
YTD Gross Income employee benefit defined benefit$392,00047
YTD Gross Income from other retirement accounts$356,000201
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$479,000315
Foundation and endowment and agency accounts income$80,000216
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$240,000107
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$2,164,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$264,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000153
YTD Gross Income employee benefit defined benefit$196,00050
YTD Gross Income from other retirement accounts$181,000200
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$237,000255
Foundation and endowment and agency accounts income$40,000199
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$113,000115
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,084,000287
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,000,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$207,000178
YTD Gross Income employee benefit defined benefit$803,00054
YTD Gross Income from other retirement accounts$703,000212
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$927,000286
Foundation and endowment and agency accounts income$166,000223
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$354,000121
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$4,160,000292
YTD fiduciary expense (Dec. only)$2,512,000304
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$1,648,000255
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$728,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000167
YTD Gross Income employee benefit defined benefit$634,00052
YTD Gross Income from other retirement accounts$540,000204
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$666,000272
Foundation and endowment and agency accounts income$124,000202
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$258,000121
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$3,106,000291
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$493,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$100,000167
YTD Gross Income employee benefit defined benefit$434,00045
YTD Gross Income from other retirement accounts$367,000196
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$458,000266
Foundation and endowment and agency accounts income$87,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$154,000114
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,093,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$234,000267
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000156
YTD Gross Income employee benefit defined benefit$227,00045
YTD Gross Income from other retirement accounts$187,000193
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$231,000246
Foundation and endowment and agency accounts income$45,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$87,000110
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,066,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$860,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$218,000172
YTD Gross Income employee benefit defined benefit$880,00046
YTD Gross Income from other retirement accounts$717,000205
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$798,000279
Foundation and endowment and agency accounts income$165,000209
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$407,00095
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$4,045,000260
YTD fiduciary expense (Dec. only)$2,453,000264
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$1,592,000234
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$632,000265
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$164,000160
YTD Gross Income employee benefit defined benefit$660,00046
YTD Gross Income from other retirement accounts$537,000196
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$587,000257
Foundation and endowment and agency accounts income$122,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$314,00093
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$3,016,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$415,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000169
YTD Gross Income employee benefit defined benefit$433,00046
YTD Gross Income from other retirement accounts$353,000204
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$383,000278
Foundation and endowment and agency accounts income$81,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$219,00093
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,992,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$199,000267
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000162
YTD Gross Income employee benefit defined benefit$211,00046
YTD Gross Income from other retirement accounts$174,000202
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$189,000258
Foundation and endowment and agency accounts income$40,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$108,00092
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$975,000263
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$745,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$194,000177
YTD Gross Income employee benefit defined benefit$737,00049
YTD Gross Income from other retirement accounts$630,000202
YTD Gross Income corporate trust and agency$12,00091
Investment management and investment advisory agency accounts income$673,000283
Foundation and endowment and agency accounts income$138,000202
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$514,00089
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$3,643,000259
YTD fiduciary expense (Dec. only)$2,355,000265
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,288,000220
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$573,000269
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000162
YTD Gross Income employee benefit defined benefit$510,00048
YTD Gross Income from other retirement accounts$454,000196
YTD Gross Income corporate trust and agency$10,00078
Investment management and investment advisory agency accounts income$511,000254
Foundation and endowment and agency accounts income$105,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$405,00089
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,712,000258
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$369,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$91,000181
YTD Gross Income employee benefit defined benefit$343,00051
YTD Gross Income from other retirement accounts$291,000204
YTD Gross Income corporate trust and agency$6,00086
Investment management and investment advisory agency accounts income$328,000280
Foundation and endowment and agency accounts income$67,000202
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$254,00092
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$1,749,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$194,000267
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000167
YTD Gross Income employee benefit defined benefit$170,00050
YTD Gross Income from other retirement accounts$146,000200
YTD Gross Income corporate trust and agency$3,00078
Investment management and investment advisory agency accounts income$167,000250
Foundation and endowment and agency accounts income$35,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,00096
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$877,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$792,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$201,000173
YTD Gross Income employee benefit defined benefit$702,00050
YTD Gross Income from other retirement accounts$588,000195
YTD Gross Income corporate trust and agency$14,00091
Investment management and investment advisory agency accounts income$654,000270
Foundation and endowment and agency accounts income$137,000201
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$510,00090
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$3,598,000255
YTD fiduciary expense (Dec. only)$2,307,000267
YTD fiduciary net loss (Dec. only)$1,000143
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$1,290,000220
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$635,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$187,000158
YTD Gross Income employee benefit defined benefit$419,00056
YTD Gross Income from other retirement accounts$440,000190
YTD Gross Income corporate trust and agency$10,00082
Investment management and investment advisory agency accounts income$479,000258
Foundation and endowment and agency accounts income$104,000189
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$433,00086
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,707,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$412,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000170
YTD Gross Income employee benefit defined benefit$348,00050
YTD Gross Income from other retirement accounts$293,000191
YTD Gross Income corporate trust and agency$7,00087
Investment management and investment advisory agency accounts income$317,000276
Foundation and endowment and agency accounts income$69,000200
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$252,00094
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$1,805,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$197,000293
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$56,000165
YTD Gross Income employee benefit defined benefit$169,00048
YTD Gross Income from other retirement accounts$147,000190
YTD Gross Income corporate trust and agency$4,00081
Investment management and investment advisory agency accounts income$149,000275
Foundation and endowment and agency accounts income$33,000200
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$132,00086
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$887,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,056,000263
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$232,000178
YTD Gross Income employee benefit defined benefit$600,00053
YTD Gross Income from other retirement accounts$529,000204
YTD Gross Income corporate trust and agency$14,000101
Investment management and investment advisory agency accounts income$626,000291
Foundation and endowment and agency accounts income$130,000213
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$463,00095
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$3,650,000254
YTD fiduciary expense (Dec. only)$1,722,000302
YTD fiduciary net loss (Dec. only)$0192
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,928,000179
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$811,000256
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$182,000175
YTD Gross Income employee benefit defined benefit$448,00054
YTD Gross Income from other retirement accounts$402,000201
YTD Gross Income corporate trust and agency$10,00088
Investment management and investment advisory agency accounts income$473,000281
Foundation and endowment and agency accounts income$98,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$338,00097
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$2,762,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$528,000258
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000170
YTD Gross Income employee benefit defined benefit$296,00059
YTD Gross Income from other retirement accounts$270,000199
YTD Gross Income corporate trust and agency$7,00089
Investment management and investment advisory agency accounts income$317,000281
Foundation and endowment and agency accounts income$65,000198
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$224,00098
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,840,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$283,000248
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000158
YTD Gross Income employee benefit defined benefit$151,00058
YTD Gross Income from other retirement accounts$141,000195
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$159,000280
Foundation and endowment and agency accounts income$33,000199
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$110,00093
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$960,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$750,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000170
YTD Gross Income employee benefit defined benefit$546,00062
YTD Gross Income from other retirement accounts$484,000202
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$565,000302
Foundation and endowment and agency accounts income$86,000235
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$438,00090
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$3,122,000271
YTD fiduciary expense (Dec. only)$1,633,000320
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,489,000202
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$570,000287
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$193,000162
YTD Gross Income employee benefit defined benefit$404,00063
YTD Gross Income from other retirement accounts$358,000200
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$418,000285
Foundation and endowment and agency accounts income$54,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$332,00088
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,329,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$359,000295
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$124,000166
YTD Gross Income employee benefit defined benefit$266,00064
YTD Gross Income from other retirement accounts$235,000200
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$269,000287
Foundation and endowment and agency accounts income$29,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$229,00087
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$1,511,000273
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$177,000298
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000178
YTD Gross Income employee benefit defined benefit$134,00063
YTD Gross Income from other retirement accounts$117,000201
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$132,000286
Foundation and endowment and agency accounts income$14,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$119,00086
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$741,000276
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$577,000363
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$188,000196
YTD Gross Income employee benefit defined benefit$478,00064
YTD Gross Income from other retirement accounts$413,000210
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$497,000306
Foundation and endowment and agency accounts income$54,000264
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$464,00091
YTD Gross income other trust accounts$2,000274
Gross Fiduciary activities income$2,673,000283
YTD fiduciary expense (Dec. only)$1,977,000278
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$696,000280
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$430,000317
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000185
YTD Gross Income employee benefit defined benefit$356,00065
YTD Gross Income from other retirement accounts$311,000206
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$372,000283
Foundation and endowment and agency accounts income$40,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$350,00092
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$2,008,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$280,000323
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$95,000187
YTD Gross Income employee benefit defined benefit$235,00066
YTD Gross Income from other retirement accounts$210,000206
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$243,000288
Foundation and endowment and agency accounts income$27,000230
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$234,00089
YTD Gross income other trust accounts$1,000199
Gross Fiduciary activities income$1,325,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$150,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000183
YTD Gross Income employee benefit defined benefit$111,00070
YTD Gross Income from other retirement accounts$105,000205
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$120,000285
Foundation and endowment and agency accounts income$13,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$129,00087
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$676,000282
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$561,000375
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$198,000202
YTD Gross Income employee benefit defined benefit$465,00068
YTD Gross Income from other retirement accounts$414,000210
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$484,000311
Foundation and endowment and agency accounts income$64,000256
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$343,000109
YTD Gross income other trust accounts$1,000282
Gross Fiduciary activities income$2,530,000295
YTD fiduciary expense (Dec. only)$1,944,000281
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$586,000317
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$423,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000186
YTD Gross Income employee benefit defined benefit$348,00070
YTD Gross Income from other retirement accounts$315,000202
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$367,000287
Foundation and endowment and agency accounts income$51,000223
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$250,000114
YTD Gross income other trust accounts$1,000205
Gross Fiduciary activities income$1,911,000296
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$279,000324
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$107,000189
YTD Gross Income employee benefit defined benefit$235,00070
YTD Gross Income from other retirement accounts$220,000195
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$245,000290
Foundation and endowment and agency accounts income$34,000227
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000116
YTD Gross income other trust accounts$2,000191
Gross Fiduciary activities income$1,292,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$144,000319
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000184
YTD Gross Income employee benefit defined benefit$119,00070
YTD Gross Income from other retirement accounts$110,000199
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$125,000287
Foundation and endowment and agency accounts income$17,000222
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000124
YTD Gross income other trust accounts$1,000186
Gross Fiduciary activities income$651,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$516,000392
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$180,000211
YTD Gross Income employee benefit defined benefit$462,00068
YTD Gross Income from other retirement accounts$428,000200
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$516,000302
Foundation and endowment and agency accounts income$66,000245
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$322,000115
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$2,490,000299
YTD fiduciary expense (Dec. only)$1,912,000278
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$578,000317
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$392,000331
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$153,000189
YTD Gross Income employee benefit defined benefit$345,00067
YTD Gross Income from other retirement accounts$318,000196
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$393,000281
Foundation and endowment and agency accounts income$49,000218
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$236,000116
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$1,886,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$256,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$87,000198
YTD Gross Income employee benefit defined benefit$228,00067
YTD Gross Income from other retirement accounts$224,000188
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$260,000280
Foundation and endowment and agency accounts income$32,000221
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$166,000118
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,253,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$138,000332
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000177
YTD Gross Income employee benefit defined benefit$129,00066
YTD Gross Income from other retirement accounts$107,000193
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$130,000281
Foundation and endowment and agency accounts income$16,000216
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$90,000106
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$670,000284
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$472,000388
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$140,000218
YTD Gross Income employee benefit defined benefit$421,00069
YTD Gross Income from other retirement accounts$387,000199
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$504,000289
Foundation and endowment and agency accounts income$63,000231
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$311,000117
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,298,000301
YTD fiduciary expense (Dec. only)$1,528,000313
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$770,000249
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$373,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$133,000191
YTD Gross Income employee benefit defined benefit$268,00074
YTD Gross Income from other retirement accounts$295,000187
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$375,000262
Foundation and endowment and agency accounts income$48,000205
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$218,000118
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,710,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$264,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$98,000189
YTD Gross Income employee benefit defined benefit$185,00075
YTD Gross Income from other retirement accounts$187,000196
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$250,000260
Foundation and endowment and agency accounts income$32,000201
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,000116
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,160,000299
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$135,000316
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000178
YTD Gross Income employee benefit defined benefit$93,00071
YTD Gross Income from other retirement accounts$97,000193
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$127,000258
Foundation and endowment and agency accounts income$15,000203
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$69,000126
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$596,000285
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$482,000370
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$176,000207
YTD Gross Income employee benefit defined benefit$344,00075
YTD Gross Income from other retirement accounts$421,000174
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$462,000281
Foundation and endowment and agency accounts income$59,000233
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$172,000165
YTD Gross income other trust accounts$3,000265
Gross Fiduciary activities income$2,119,000302
YTD fiduciary expense (Dec. only)$1,492,000306
YTD fiduciary net loss (Dec. only)$95,00056
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$532,000283
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$383,000302
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$164,000187
YTD Gross Income employee benefit defined benefit$174,00090
YTD Gross Income from other retirement accounts$323,000166
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$306,000266
Foundation and endowment and agency accounts income$77,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000156
YTD Gross income other trust accounts$3,000187
Gross Fiduciary activities income$1,554,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$235,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$119,000186
YTD Gross Income employee benefit defined benefit$114,00092
YTD Gross Income from other retirement accounts$226,000160
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$218,000263
Foundation and endowment and agency accounts income$37,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$86,000156
YTD Gross income other trust accounts$1,000196
Gross Fiduciary activities income$1,036,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$133,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000168
YTD Gross Income employee benefit defined benefit$31,000107
YTD Gross Income from other retirement accounts$126,000149
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$98,000266
Foundation and endowment and agency accounts income$29,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000144
YTD Gross income other trust accounts$1,000178
Gross Fiduciary activities income$536,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$476,000364
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000173
YTD Gross Income employee benefit defined benefit$226,00093
YTD Gross Income from other retirement accounts$353,000183
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$397,000293
Foundation and endowment and agency accounts income$103,000177
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$168,000154
YTD Gross income other trust accounts$23,000211
Gross Fiduciary activities income$1,999,000267
YTD fiduciary expense (Dec. only)$1,487,000304
YTD fiduciary net loss (Dec. only)$112,00047
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$400,000312
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$359,000299
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$232,000161
YTD Gross Income employee benefit defined benefit$162,00094
YTD Gross Income from other retirement accounts$270,000179
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$303,000262
Foundation and endowment and agency accounts income$75,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000178
YTD Gross income other trust accounts$23,000161
Gross Fiduciary activities income$1,515,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$253,000300
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$135,000170
YTD Gross Income employee benefit defined benefit$78,000101
YTD Gross Income from other retirement accounts$198,000161
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$205,000265
Foundation and endowment and agency accounts income$48,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$84,000149
YTD Gross income other trust accounts$23,000151
Gross Fiduciary activities income$1,024,000264
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$139,000296
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$76,000166
YTD Gross Income employee benefit defined benefit$26,000118
YTD Gross Income from other retirement accounts$101,000167
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$103,000268
Foundation and endowment and agency accounts income$23,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000148
YTD Gross income other trust accounts$14,000136
Gross Fiduciary activities income$527,000260
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$532,000340
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$262,000176
YTD Gross Income employee benefit defined benefit$150,000106
YTD Gross Income from other retirement accounts$322,000189
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$403,000286
Foundation and endowment and agency accounts income$58,000216
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$202,000145
YTD Gross income other trust accounts$36,000202
Gross Fiduciary activities income$1,965,000267
YTD fiduciary expense (Dec. only)$1,819,000257
YTD fiduciary net loss (Dec. only)$177,00042
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$-31,0007,591
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$406,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$206,000167
YTD Gross Income employee benefit defined benefit$105,000105
YTD Gross Income from other retirement accounts$254,000172
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$304,000248
Foundation and endowment and agency accounts income$37,000191
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$148,000140
YTD Gross income other trust accounts$26,000158
Gross Fiduciary activities income$1,486,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$281,000277
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$147,000165
YTD Gross Income employee benefit defined benefit$86,00097
YTD Gross Income from other retirement accounts$188,000161
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$205,000250
Foundation and endowment and agency accounts income$20,000195
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000171
YTD Gross income other trust accounts$27,000148
Gross Fiduciary activities income$1,025,000255
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$170,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$86,000155
YTD Gross Income employee benefit defined benefit$26,000118
YTD Gross Income from other retirement accounts$108,000148
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$107,000247
Foundation and endowment and agency accounts income$5,000213
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000182
YTD Gross income other trust accounts$25,000122
Gross Fiduciary activities income$561,000236
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$549,000327
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$181,000201
YTD Gross Income employee benefit defined benefit$115,000111
YTD Gross Income from other retirement accounts$282,000191
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$382,000285
Foundation and endowment and agency accounts income$50,000197
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$331,000123
YTD Gross income other trust accounts$34,000225
Gross Fiduciary activities income$1,924,000253
YTD fiduciary expense (Dec. only)$1,923,000237
YTD fiduciary net loss (Dec. only)$30,00092
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-29,0007,930
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$416,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$134,000191
YTD Gross Income employee benefit defined benefit$82,000111
YTD Gross Income from other retirement accounts$218,000179
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$263,000118
YTD Gross income other trust accounts$31,000169
Gross Fiduciary activities income$1,469,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$284,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000191
YTD Gross Income employee benefit defined benefit$30,000137
YTD Gross Income from other retirement accounts$135,000188
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$202,000116
YTD Gross income other trust accounts$26,000167
Gross Fiduciary activities income$994,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$162,000261
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$45,000193
YTD Gross Income employee benefit defined benefit$10,000148
YTD Gross Income from other retirement accounts$64,000193
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$151,00091
YTD Gross income other trust accounts$13,000159
Gross Fiduciary activities income$558,000233
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,463,000232
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,881,000237
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,256,000241
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$647,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,621,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,989,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,349,000235
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$707,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,322,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,740,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,147,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$540,000267
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,220,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,680,000248
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,114,000244
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$589,000240
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,088,000252
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,579,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,057,000257
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$524,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,805,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,355,000290
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$909,000294
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$467,000293
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,781,000301
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,863,000302
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,813,000300
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,670,000359
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,516,000372
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,471,000382
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,324,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,252,000483
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,249,000467
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$864,000582
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$753,000631
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA