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

First 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$8,886,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,696,00070
YTD Gross Income employee benefit defined benefit$237,00078
YTD Gross Income from other retirement accounts$3,327,00067
YTD Gross Income corporate trust and agency$39,00071
Investment management and investment advisory agency accounts income$8,932,000119
Foundation and endowment and agency accounts income$307,000166
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$318,000135
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$23,742,000104
YTD fiduciary expense (Dec. only)$22,271,00085
YTD fiduciary net loss (Dec. only)$130,00078
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,341,000260
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$6,423,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,300,00072
YTD Gross Income employee benefit defined benefit$173,00083
YTD Gross Income from other retirement accounts$2,487,00064
YTD Gross Income corporate trust and agency$36,00060
Investment management and investment advisory agency accounts income$6,721,000122
Foundation and endowment and agency accounts income$239,000150
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$228,000133
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$17,607,000107
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$4,340,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$868,00070
YTD Gross Income employee benefit defined benefit$113,00086
YTD Gross Income from other retirement accounts$1,631,00064
YTD Gross Income corporate trust and agency$23,00064
Investment management and investment advisory agency accounts income$4,463,000119
Foundation and endowment and agency accounts income$172,000149
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$142,000138
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$11,752,000104
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$2,242,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$434,00073
YTD Gross Income employee benefit defined benefit$59,00081
YTD Gross Income from other retirement accounts$833,00068
YTD Gross Income corporate trust and agency$6,00065
Investment management and investment advisory agency accounts income$2,232,00078
Foundation and endowment and agency accounts income$69,000162
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$69,000143
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$5,944,000105
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$8,653,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,889,00071
YTD Gross Income employee benefit defined benefit$221,00093
YTD Gross Income from other retirement accounts$3,333,00069
YTD Gross Income corporate trust and agency$35,00076
Investment management and investment advisory agency accounts income$8,315,00082
Foundation and endowment and agency accounts income$325,000163
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$265,000147
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$23,036,000108
YTD fiduciary expense (Dec. only)$15,035,000108
YTD fiduciary net loss (Dec. only)$133,00055
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$7,868,000111
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$6,669,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,464,00070
YTD Gross Income employee benefit defined benefit$166,00092
YTD Gross Income from other retirement accounts$2,537,00070
YTD Gross Income corporate trust and agency$33,00068
Investment management and investment advisory agency accounts income$6,122,00085
Foundation and endowment and agency accounts income$253,000156
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$197,000144
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$17,441,000108
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$4,555,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,003,00064
YTD Gross Income employee benefit defined benefit$110,00085
YTD Gross Income from other retirement accounts$1,716,00067
YTD Gross Income corporate trust and agency$23,00065
Investment management and investment advisory agency accounts income$4,152,00074
Foundation and endowment and agency accounts income$148,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,000130
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$11,837,00090
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$2,099,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$514,00065
YTD Gross Income employee benefit defined benefit$55,00088
YTD Gross Income from other retirement accounts$874,00068
YTD Gross Income corporate trust and agency$3,00071
Investment management and investment advisory agency accounts income$2,150,00074
Foundation and endowment and agency accounts income$76,000149
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000128
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$5,839,00094
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$8,226,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,837,00071
YTD Gross Income employee benefit defined benefit$213,00088
YTD Gross Income from other retirement accounts$3,479,00067
YTD Gross Income corporate trust and agency$29,00076
Investment management and investment advisory agency accounts income$7,827,00075
Foundation and endowment and agency accounts income$356,000147
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$304,000116
YTD Gross income other trust accounts$135,000102
Gross Fiduciary activities income$22,406,00092
YTD fiduciary expense (Dec. only)$5,958,000153
YTD fiduciary net loss (Dec. only)$158,00046
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$16,290,00063
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$6,205,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,321,00074
YTD Gross Income employee benefit defined benefit$146,00087
YTD Gross Income from other retirement accounts$2,587,00066
YTD Gross Income corporate trust and agency$28,00065
Investment management and investment advisory agency accounts income$5,719,00075
Foundation and endowment and agency accounts income$276,000138
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$231,000112
YTD Gross income other trust accounts$135,00093
Gross Fiduciary activities income$16,648,00092
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$4,063,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$841,00074
YTD Gross Income employee benefit defined benefit$111,00083
YTD Gross Income from other retirement accounts$1,700,00066
YTD Gross Income corporate trust and agency$25,00069
Investment management and investment advisory agency accounts income$3,671,00077
Foundation and endowment and agency accounts income$197,000139
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,000116
YTD Gross income other trust accounts$135,00087
Gross Fiduciary activities income$10,892,00091
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$1,720,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$412,00072
YTD Gross Income employee benefit defined benefit$63,00081
YTD Gross Income from other retirement accounts$823,00068
YTD Gross Income corporate trust and agency$11,00067
Investment management and investment advisory agency accounts income$1,757,00080
Foundation and endowment and agency accounts income$76,000145
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$73,000113
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$4,935,000102
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$6,955,00073
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,494,00074
YTD Gross Income employee benefit defined benefit$242,00083
YTD Gross Income from other retirement accounts$3,018,00066
YTD Gross Income corporate trust and agency$53,00071
Investment management and investment advisory agency accounts income$6,430,00082
Foundation and endowment and agency accounts income$326,000145
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$239,000137
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$18,757,00098
YTD fiduciary expense (Dec. only)$14,735,00085
YTD fiduciary net loss (Dec. only)$54,00074
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$3,968,000123
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$5,246,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,103,00073
YTD Gross Income employee benefit defined benefit$180,00081
YTD Gross Income from other retirement accounts$2,233,00066
YTD Gross Income corporate trust and agency$52,00059
Investment management and investment advisory agency accounts income$4,751,00082
Foundation and endowment and agency accounts income$254,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$167,000135
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$13,986,00097
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$3,711,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$739,00074
YTD Gross Income employee benefit defined benefit$122,00083
YTD Gross Income from other retirement accounts$1,474,00066
YTD Gross Income corporate trust and agency$31,00066
Investment management and investment advisory agency accounts income$3,142,00081
Foundation and endowment and agency accounts income$80,000186
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,000136
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$9,417,00094
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$1,917,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,00074
YTD Gross Income employee benefit defined benefit$48,00087
YTD Gross Income from other retirement accounts$770,00064
YTD Gross Income corporate trust and agency$20,00054
Investment management and investment advisory agency accounts income$1,600,00081
Foundation and endowment and agency accounts income$80,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000135
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$4,866,00093
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$6,269,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,566,00072
YTD Gross Income employee benefit defined benefit$291,00076
YTD Gross Income from other retirement accounts$2,008,00081
YTD Gross Income corporate trust and agency$63,00069
Investment management and investment advisory agency accounts income$4,341,00099
Foundation and endowment and agency accounts income$342,000133
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$218,000143
YTD Gross income other trust accounts$16,000171
Gross Fiduciary activities income$15,114,000112
YTD fiduciary expense (Dec. only)$11,858,000101
YTD fiduciary net loss (Dec. only)$-11,0005,168
YTD fiduciary intracompany income (Dec. only)$156,00091
YTD net fiduciary income (Dec. only)$3,423,000130
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$4,510,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,158,00074
YTD Gross Income employee benefit defined benefit$147,00088
YTD Gross Income from other retirement accounts$1,365,00090
YTD Gross Income corporate trust and agency$60,00061
Investment management and investment advisory agency accounts income$2,815,000108
Foundation and endowment and agency accounts income$266,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$155,000145
YTD Gross income other trust accounts$15,000154
Gross Fiduciary activities income$10,491,000114
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$3,000,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$757,00075
YTD Gross Income employee benefit defined benefit$97,00090
YTD Gross Income from other retirement accounts$833,00098
YTD Gross Income corporate trust and agency$37,00065
Investment management and investment advisory agency accounts income$1,695,000114
Foundation and endowment and agency accounts income$182,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$97,000147
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,698,000120
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$1,592,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$385,00075
YTD Gross Income employee benefit defined benefit$48,00090
YTD Gross Income from other retirement accounts$405,00099
YTD Gross Income corporate trust and agency$12,00071
Investment management and investment advisory agency accounts income$830,000115
Foundation and endowment and agency accounts income$101,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000163
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,412,000117
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$5,945,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,763,00071
YTD Gross Income employee benefit defined benefit$331,00081
YTD Gross Income from other retirement accounts$1,285,000110
YTD Gross Income corporate trust and agency$78,00070
Investment management and investment advisory agency accounts income$3,152,000121
Foundation and endowment and agency accounts income$346,000131
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$229,000142
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$13,129,000119
YTD fiduciary expense (Dec. only)$10,254,000112
YTD fiduciary net loss (Dec. only)$46,00084
YTD fiduciary intracompany income (Dec. only)$835,00049
YTD net fiduciary income (Dec. only)$3,664,000123
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$4,484,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,503,00062
YTD Gross Income employee benefit defined benefit$122,000100
YTD Gross Income from other retirement accounts$897,000114
YTD Gross Income corporate trust and agency$77,00058
Investment management and investment advisory agency accounts income$2,331,000123
Foundation and endowment and agency accounts income$233,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$161,000143
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$9,808,000119
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$2,998,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$810,00074
YTD Gross Income employee benefit defined benefit$72,000107
YTD Gross Income from other retirement accounts$812,00087
YTD Gross Income corporate trust and agency$35,00061
Investment management and investment advisory agency accounts income$1,582,000120
Foundation and endowment and agency accounts income$157,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000148
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$6,566,000118
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$1,645,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$402,00070
YTD Gross Income employee benefit defined benefit$140,00066
YTD Gross Income from other retirement accounts$304,000111
YTD Gross Income corporate trust and agency$5,00085
Investment management and investment advisory agency accounts income$793,000121
Foundation and endowment and agency accounts income$80,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$47,000153
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,416,000116
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$5,898,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,596,00072
YTD Gross Income employee benefit defined benefit$124,000118
YTD Gross Income from other retirement accounts$1,144,000106
YTD Gross Income corporate trust and agency$88,00075
Investment management and investment advisory agency accounts income$2,202,000140
Foundation and endowment and agency accounts income$320,000126
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$217,000144
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$11,589,000122
YTD fiduciary expense (Dec. only)$8,923,000117
YTD fiduciary net loss (Dec. only)$28,00088
YTD fiduciary intracompany income (Dec. only)$3,096,00028
YTD net fiduciary income (Dec. only)$5,734,00091
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$3,992,00087
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,213,00072
YTD Gross Income employee benefit defined benefit$80,000116
YTD Gross Income from other retirement accounts$843,000107
YTD Gross Income corporate trust and agency$87,00061
Investment management and investment advisory agency accounts income$1,631,000143
Foundation and endowment and agency accounts income$240,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$158,000136
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$8,244,000124
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$2,440,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$818,00071
YTD Gross Income employee benefit defined benefit$53,000116
YTD Gross Income from other retirement accounts$558,000108
YTD Gross Income corporate trust and agency$44,00066
Investment management and investment advisory agency accounts income$1,076,000139
Foundation and endowment and agency accounts income$166,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$94,000143
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$5,249,000125
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$1,244,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$403,00071
YTD Gross Income employee benefit defined benefit$26,000115
YTD Gross Income from other retirement accounts$282,000103
YTD Gross Income corporate trust and agency$41,00056
Investment management and investment advisory agency accounts income$525,000142
Foundation and endowment and agency accounts income$75,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$44,000145
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,640,000122
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$4,685,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,519,00072
YTD Gross Income employee benefit defined benefit$100,000121
YTD Gross Income from other retirement accounts$1,005,000107
YTD Gross Income corporate trust and agency$141,00064
Investment management and investment advisory agency accounts income$1,882,000146
Foundation and endowment and agency accounts income$307,000122
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$179,000159
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$9,818,000126
YTD fiduciary expense (Dec. only)$8,164,000118
YTD fiduciary net loss (Dec. only)$8,000122
YTD fiduciary intracompany income (Dec. only)$2,815,00028
YTD net fiduciary income (Dec. only)$4,461,00096
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$3,521,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,131,00072
YTD Gross Income employee benefit defined benefit$75,000119
YTD Gross Income from other retirement accounts$741,000105
YTD Gross Income corporate trust and agency$124,00056
Investment management and investment advisory agency accounts income$1,381,000149
Foundation and endowment and agency accounts income$233,000117
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000166
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$7,318,000124
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$2,404,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$730,00073
YTD Gross Income employee benefit defined benefit$50,000122
YTD Gross Income from other retirement accounts$482,000108
YTD Gross Income corporate trust and agency$75,00060
Investment management and investment advisory agency accounts income$892,000157
Foundation and endowment and agency accounts income$160,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$77,000168
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,870,000124
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$1,290,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$354,00075
YTD Gross Income employee benefit defined benefit$24,000123
YTD Gross Income from other retirement accounts$234,000108
YTD Gross Income corporate trust and agency$46,00053
Investment management and investment advisory agency accounts income$436,000155
Foundation and endowment and agency accounts income$71,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000167
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,494,000123
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$4,302,00099
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,517,00069
YTD Gross Income employee benefit defined benefit$191,000101
YTD Gross Income from other retirement accounts$923,000115
YTD Gross Income corporate trust and agency$137,00065
Investment management and investment advisory agency accounts income$1,673,000158
Foundation and endowment and agency accounts income$292,000126
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$161,000174
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$9,196,000129
YTD fiduciary expense (Dec. only)$7,109,000126
YTD fiduciary net loss (Dec. only)$55,00065
YTD fiduciary intracompany income (Dec. only)$2,226,00029
YTD net fiduciary income (Dec. only)$4,258,00098
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$3,327,00095
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,167,00071
YTD Gross Income employee benefit defined benefit$166,00093
YTD Gross Income from other retirement accounts$692,000111
YTD Gross Income corporate trust and agency$129,00059
Investment management and investment advisory agency accounts income$1,244,000159
Foundation and endowment and agency accounts income$222,000122
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$111,000172
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$7,058,000129
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$2,377,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$762,00072
YTD Gross Income employee benefit defined benefit$112,00095
YTD Gross Income from other retirement accounts$457,000112
YTD Gross Income corporate trust and agency$56,00061
Investment management and investment advisory agency accounts income$828,000161
Foundation and endowment and agency accounts income$154,000123
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$70,000179
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,816,000132
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$1,307,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$379,00068
YTD Gross Income employee benefit defined benefit$224,00048
YTD Gross Income from other retirement accounts$38,000303
YTD Gross Income corporate trust and agency$45,00053
Investment management and investment advisory agency accounts income$407,000166
Foundation and endowment and agency accounts income$69,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000172
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$2,507,000126
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$4,423,00093
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,448,00070
YTD Gross Income employee benefit defined benefit$146,000107
YTD Gross Income from other retirement accounts$864,000115
YTD Gross Income corporate trust and agency$136,00061
Investment management and investment advisory agency accounts income$1,511,000168
Foundation and endowment and agency accounts income$289,000122
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$149,000177
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$8,966,000130
YTD fiduciary expense (Dec. only)$5,375,000151
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$235,00087
YTD net fiduciary income (Dec. only)$3,826,000102
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$3,308,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,088,00068
YTD Gross Income employee benefit defined benefit$109,000106
YTD Gross Income from other retirement accounts$641,000113
YTD Gross Income corporate trust and agency$132,00056
Investment management and investment advisory agency accounts income$1,121,000170
Foundation and endowment and agency accounts income$221,000116
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$104,000176
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$6,724,000128
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$2,345,00088
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$731,00069
YTD Gross Income employee benefit defined benefit$71,000107
YTD Gross Income from other retirement accounts$421,000112
YTD Gross Income corporate trust and agency$49,00059
Investment management and investment advisory agency accounts income$735,000175
Foundation and endowment and agency accounts income$152,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000177
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,572,000128
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$1,113,00090
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$352,00071
YTD Gross Income employee benefit defined benefit$209,00052
YTD Gross Income from other retirement accounts$34,000305
YTD Gross Income corporate trust and agency$39,00051
Investment management and investment advisory agency accounts income$362,000172
Foundation and endowment and agency accounts income$68,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000175
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,212,000132
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$4,580,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,417,00068
YTD Gross Income employee benefit defined benefit$125,000114
YTD Gross Income from other retirement accounts$709,000126
YTD Gross Income corporate trust and agency$139,00066
Investment management and investment advisory agency accounts income$1,203,000180
Foundation and endowment and agency accounts income$274,000115
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$147,000178
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$8,594,000133
YTD fiduciary expense (Dec. only)$5,112,000150
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$3,482,00096
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$3,307,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$981,00069
YTD Gross Income employee benefit defined benefit$93,000109
YTD Gross Income from other retirement accounts$594,000107
YTD Gross Income corporate trust and agency$130,00054
Investment management and investment advisory agency accounts income$945,000174
Foundation and endowment and agency accounts income$207,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$100,000179
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,357,000132
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$2,376,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$654,00070
YTD Gross Income employee benefit defined benefit$393,00050
YTD Gross Income from other retirement accounts$61,000296
YTD Gross Income corporate trust and agency$60,00060
Investment management and investment advisory agency accounts income$617,000172
Foundation and endowment and agency accounts income$142,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$68,000173
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$4,371,000132
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$1,109,00086
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$315,00073
YTD Gross Income employee benefit defined benefit$30,000110
YTD Gross Income from other retirement accounts$193,000107
YTD Gross Income corporate trust and agency$50,00053
Investment management and investment advisory agency accounts income$309,000175
Foundation and endowment and agency accounts income$64,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$37,000168
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,107,000131
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$4,136,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,243,00075
YTD Gross Income employee benefit defined benefit$112,000112
YTD Gross Income from other retirement accounts$738,000110
YTD Gross Income corporate trust and agency$142,00068
Investment management and investment advisory agency accounts income$1,159,000176
Foundation and endowment and agency accounts income$260,000113
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$101,000216
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$7,891,000130
YTD fiduciary expense (Dec. only)$4,872,000147
YTD fiduciary net loss (Dec. only)$20,000100
YTD fiduciary intracompany income (Dec. only)$1,181,00038
YTD net fiduciary income (Dec. only)$4,180,00079
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$3,096,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$915,00073
YTD Gross Income employee benefit defined benefit$563,00054
YTD Gross Income from other retirement accounts$77,000298
YTD Gross Income corporate trust and agency$127,00059
Investment management and investment advisory agency accounts income$865,000177
Foundation and endowment and agency accounts income$197,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000204
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,907,000129
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$2,093,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000224
YTD Gross Income employee benefit defined benefit$366,00054
YTD Gross Income from other retirement accounts$605,00073
YTD Gross Income corporate trust and agency$57,00063
Investment management and investment advisory agency accounts income$574,000177
Foundation and endowment and agency accounts income$136,000113
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$43,000208
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,921,000130
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$1,074,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$281,00078
YTD Gross Income employee benefit defined benefit$31,000107
YTD Gross Income from other retirement accounts$185,000105
YTD Gross Income corporate trust and agency$45,00059
Investment management and investment advisory agency accounts income$283,000177
Foundation and endowment and agency accounts income$61,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000198
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,983,000126
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$3,975,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,191,00077
YTD Gross Income employee benefit defined benefit$126,000109
YTD Gross Income from other retirement accounts$706,000109
YTD Gross Income corporate trust and agency$160,00063
Investment management and investment advisory agency accounts income$1,102,000171
Foundation and endowment and agency accounts income$295,000106
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$95,000223
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$7,650,000114
YTD fiduciary expense (Dec. only)$4,821,000140
YTD fiduciary net loss (Dec. only)$1,000183
YTD fiduciary intracompany income (Dec. only)$981,00045
YTD net fiduciary income (Dec. only)$3,809,00076
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$2,994,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$942,00078
YTD Gross Income employee benefit defined benefit$94,000109
YTD Gross Income from other retirement accounts$531,000110
YTD Gross Income corporate trust and agency$145,00054
Investment management and investment advisory agency accounts income$823,000172
Foundation and endowment and agency accounts income$252,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$65,000214
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$5,846,000114
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$2,114,00085
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$634,00077
YTD Gross Income employee benefit defined benefit$64,000107
YTD Gross Income from other retirement accounts$352,000110
YTD Gross Income corporate trust and agency$48,00066
Investment management and investment advisory agency accounts income$551,000173
Foundation and endowment and agency accounts income$161,000100
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000218
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,965,000113
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$1,123,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$310,00078
YTD Gross Income employee benefit defined benefit$31,000110
YTD Gross Income from other retirement accounts$175,000110
YTD Gross Income corporate trust and agency$34,00061
Investment management and investment advisory agency accounts income$268,000176
Foundation and endowment and agency accounts income$74,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000216
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,036,000108
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$4,144,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,194,00073
YTD Gross Income employee benefit defined benefit$116,000118
YTD Gross Income from other retirement accounts$656,000111
YTD Gross Income corporate trust and agency$177,00067
Investment management and investment advisory agency accounts income$1,029,000174
Foundation and endowment and agency accounts income$294,00095
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$82,000257
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$7,692,000109
YTD fiduciary expense (Dec. only)$5,570,000127
YTD fiduciary net loss (Dec. only)$-19,0007,652
YTD fiduciary intracompany income (Dec. only)$447,00062
YTD net fiduciary income (Dec. only)$2,588,000103
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$3,150,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$906,00071
YTD Gross Income employee benefit defined benefit$86,000116
YTD Gross Income from other retirement accounts$484,000110
YTD Gross Income corporate trust and agency$132,00066
Investment management and investment advisory agency accounts income$779,000168
Foundation and endowment and agency accounts income$222,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000246
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$5,811,000106
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$02,202
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
YTD Gross Income from Personal trust and agency accounts$0366
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$0344
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$0335
Foundation and endowment and agency accounts income$0240
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0337
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$01,300
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$02,230
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
YTD Gross Income from Personal trust and agency accounts$0374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0317
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$0348
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$0339
Foundation and endowment and agency accounts income$0236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0334
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$01,246
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$02,244
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
YTD Gross Income from Personal trust and agency accounts$0537
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0438
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$0499
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$0476
Foundation and endowment and agency accounts income$0304
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$0470
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$01,390
YTD fiduciary expense (Dec. only)$0494
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$0476
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$02,265
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
YTD Gross Income from Personal trust and agency accounts$0362
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0338
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0327
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$01,353
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$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
YTD Gross Income from Personal trust and agency accounts$0369
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0318
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0335
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$01,340
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$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
YTD Gross Income from Personal trust and agency accounts$0368
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$0341
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$0331
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$01,285
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$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
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$12,0001,196
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$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
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$12,0001,122
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$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
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$2,0001,285
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$01,777
Fiduciary or related activity$01,684
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$2,0001,203
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$01,786
Fiduciary or related activity$01,696
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$3,0001,373
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$01,805
Fiduciary or related activity$01,715
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$1,0001,384
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$01,809
Fiduciary or related activity$01,721
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$01,429
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$01,815
Fiduciary or related activity$01,720
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$01,355
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$01,827
Fiduciary or related activity$01,740
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$01,523
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$01,839
Fiduciary or related activity$01,758
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$01,468
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$01,855
Fiduciary or related activity$01,774
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$01,458
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$01,863
Fiduciary or related activity$01,786
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$01,380
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$01,867
Fiduciary or related activity$01,792
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$01,557
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$01,877
Fiduciary or related activity$01,783
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$01,504
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$01,881
Fiduciary or related activity$01,792
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$01,480
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$01,895
Fiduciary or related activity$01,801
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$01,418
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$01,898
Fiduciary or related activity$01,821
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$01,582
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$01,908
Fiduciary or related activity$01,824
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$01,547
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$01,920
Fiduciary or related activity$01,840
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$01,518
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$01,930
Fiduciary or related activity$01,848
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$01,441
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$01,873
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$01,641
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$01,895
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$01,599
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$01,908
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$01,577
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$01,921
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$1,0001,409
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$5,001,000166
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$5,213,000161
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$4,774,000173
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$4,427,000209
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$4,014,000218
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$3,258,000252
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
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$2,882,000292
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$2,713,000313
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$2,524,000319
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$2,388,000342
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,204,000364
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA