Home > Ledyard National Bank > Gross Fiduciary and Related Services Income

Ledyard National 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$1,949,000212
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000209
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$2,370,00090
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$7,952,000130
Foundation and endowment and agency accounts income$18,000321
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$277,000148
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$12,656,000153
YTD fiduciary expense (Dec. only)$10,761,000132
YTD fiduciary net loss (Dec. only)$63,000103
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$1,832,000218
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$1,458,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000187
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$1,755,00090
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$5,946,000132
Foundation and endowment and agency accounts income$13,000268
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$207,000143
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$9,441,000152
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$938,000220
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000210
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$1,153,00086
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$3,956,000128
Foundation and endowment and agency accounts income$9,000313
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$132,000150
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$6,232,000151
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$466,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000194
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$565,00097
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$1,969,00089
Foundation and endowment and agency accounts income$4,000270
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$68,000145
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$3,094,000156
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$2,039,000218
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$90,000229
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$2,359,00094
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$7,977,00086
Foundation and endowment and agency accounts income$19,000334
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$295,000137
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$12,779,000154
YTD fiduciary expense (Dec. only)$7,905,000151
YTD fiduciary net loss (Dec. only)$4,000176
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$4,870,000135
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$1,573,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$64,000210
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,791,00094
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$6,102,00087
Foundation and endowment and agency accounts income$15,000282
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$203,000138
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$9,748,000154
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$1,080,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000222
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,211,00088
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$4,152,00074
Foundation and endowment and agency accounts income$11,000297
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,000125
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,636,000127
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$552,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000198
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$611,00093
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$2,104,00075
Foundation and endowment and agency accounts income$7,000248
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$71,000122
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$3,369,000126
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
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$2,250,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000218
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$2,379,00092
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$8,131,00073
Foundation and endowment and agency accounts income$46,000274
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$271,000125
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$13,169,000124
YTD fiduciary expense (Dec. only)$7,741,000129
YTD fiduciary net loss (Dec. only)$1,000167
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$5,427,000114
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$1,677,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$68,000199
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$1,749,00091
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$6,040,00072
Foundation and endowment and agency accounts income$34,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$194,000124
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$9,762,000126
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
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$1,090,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$44,000217
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$1,145,00089
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$3,960,00072
Foundation and endowment and agency accounts income$22,000266
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$125,000132
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$6,386,000125
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
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$532,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$22,000202
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$555,00091
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,899,00075
Foundation and endowment and agency accounts income$11,000235
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$61,000129
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$3,080,000131
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
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$2,017,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$164,000189
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$2,012,00094
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$7,154,00075
Foundation and endowment and agency accounts income$41,000269
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$226,000141
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$11,614,000130
YTD fiduciary expense (Dec. only)$7,264,000129
YTD fiduciary net loss (Dec. only)$0180
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$4,350,000110
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$1,495,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$144,000162
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$1,469,00094
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$5,319,00074
Foundation and endowment and agency accounts income$30,000236
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$165,000136
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$8,622,000129
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
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$990,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$93,000179
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$961,00094
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$3,515,00074
Foundation and endowment and agency accounts income$20,000266
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000137
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$5,691,000129
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
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$518,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$49,000160
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$488,00093
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$1,809,00073
Foundation and endowment and agency accounts income$10,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000131
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,934,000130
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
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$1,898,000192
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$152,000190
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$1,732,00096
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$6,830,00074
Foundation and endowment and agency accounts income$41,000263
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$234,000136
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$10,887,000133
YTD fiduciary expense (Dec. only)$7,416,000126
YTD fiduciary net loss (Dec. only)$3,000133
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$3,468,000127
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$1,386,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000184
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$1,277,00096
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$5,116,00075
Foundation and endowment and agency accounts income$31,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$170,000134
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$8,084,000134
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$919,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000205
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$836,00096
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$3,392,00075
Foundation and endowment and agency accounts income$20,000258
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$112,000134
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,334,000135
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$447,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000218
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$407,00097
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$1,642,00075
Foundation and endowment and agency accounts income$13,000237
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000149
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,575,000138
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,948,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000231
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$1,514,00097
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$6,816,00077
Foundation and endowment and agency accounts income$57,000267
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$85,000231
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$10,512,000138
YTD fiduciary expense (Dec. only)$6,840,000131
YTD fiduciary net loss (Dec. only)$12,000129
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$3,660,000124
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$1,483,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$70,000224
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$1,108,00096
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$5,127,00073
Foundation and endowment and agency accounts income$43,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000232
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$7,888,000137
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$1,002,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000228
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$728,00096
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$3,410,00074
Foundation and endowment and agency accounts income$29,000241
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000231
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$5,254,000137
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$501,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$24,000230
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$365,00098
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,693,00075
Foundation and endowment and agency accounts income$15,000239
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000223
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,618,000141
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$1,883,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$83,000254
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$1,365,00093
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$5,951,00079
Foundation and endowment and agency accounts income$65,000257
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$90,000232
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$9,437,000138
YTD fiduciary expense (Dec. only)$7,175,000131
YTD fiduciary net loss (Dec. only)$11,000120
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$2,251,000154
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$1,375,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000229
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$1,008,00092
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$4,379,00079
Foundation and endowment and agency accounts income$48,000228
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$66,000218
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$6,936,000138
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$918,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$38,000235
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$665,00094
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$2,854,00078
Foundation and endowment and agency accounts income$27,000232
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$46,000207
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,548,000140
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$447,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$18,000234
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$322,00093
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$1,347,00080
Foundation and endowment and agency accounts income$13,000238
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000199
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,172,000141
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$1,814,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000266
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$1,248,00095
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$5,023,00081
Foundation and endowment and agency accounts income$53,000267
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$106,000197
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$8,315,000142
YTD fiduciary expense (Dec. only)$5,725,000142
YTD fiduciary net loss (Dec. only)$4,000138
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$2,586,000130
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$1,363,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000238
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$928,00091
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$3,750,00081
Foundation and endowment and agency accounts income$39,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$78,000190
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$6,211,000141
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$891,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000239
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$614,00092
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$2,489,00082
Foundation and endowment and agency accounts income$26,000233
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$53,000186
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$4,107,000143
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$434,000184
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000236
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$300,00092
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,216,00082
Foundation and endowment and agency accounts income$13,000234
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000179
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,010,000141
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$5,558,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000262
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$1,211,00095
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$1,415,000177
Foundation and endowment and agency accounts income$131,000199
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$44,000317
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$8,437,000140
YTD fiduciary expense (Dec. only)$5,389,000149
YTD fiduciary net loss (Dec. only)$4,000149
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$3,044,000120
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$4,221,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$60,000236
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$907,00094
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,063,000176
Foundation and endowment and agency accounts income$99,000188
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$33,000275
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$6,383,000139
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$2,817,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000235
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$603,00094
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$723,000177
Foundation and endowment and agency accounts income$67,000188
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000280
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,272,000143
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$1,381,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000238
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$298,00094
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$350,000180
Foundation and endowment and agency accounts income$33,000184
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000277
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$2,093,000142
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$5,364,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$61,000289
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$1,163,00087
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$1,405,000178
Foundation and endowment and agency accounts income$141,000180
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$35,000335
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$8,169,000138
YTD fiduciary expense (Dec. only)$5,592,000146
YTD fiduciary net loss (Dec. only)$9,000123
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,568,000135
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$4,020,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000253
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$873,00086
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$1,063,000176
Foundation and endowment and agency accounts income$108,000175
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000285
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$6,132,000137
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$2,612,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000268
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$571,00087
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$760,000170
Foundation and endowment and agency accounts income$73,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000287
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$4,055,000140
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$1,300,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000275
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$285,00088
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$366,000170
Foundation and endowment and agency accounts income$33,000174
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000284
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,002,000139
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$4,935,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$35,000319
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$1,084,00085
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$1,349,000170
Foundation and endowment and agency accounts income$132,000175
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$44,000311
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$7,579,000140
YTD fiduciary expense (Dec. only)$5,318,000148
YTD fiduciary net loss (Dec. only)$8,000134
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,253,000136
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$3,680,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000272
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$804,00084
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$992,000170
Foundation and endowment and agency accounts income$98,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000257
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$5,634,000138
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$2,447,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000271
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$529,00085
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$663,000166
Foundation and endowment and agency accounts income$65,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000264
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$3,743,000138
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$1,186,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000273
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$259,00088
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$320,000171
Foundation and endowment and agency accounts income$33,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000273
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,816,000138
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$4,641,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000350
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$939,00091
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$1,202,000172
Foundation and endowment and agency accounts income$148,000157
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$39,000319
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$6,990,000143
YTD fiduciary expense (Dec. only)$5,106,000143
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$1,878,000135
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$3,468,00080
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000283
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$694,00088
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$906,000173
Foundation and endowment and agency accounts income$111,000146
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000273
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$5,219,000142
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$2,312,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000287
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$460,00086
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$619,000169
Foundation and endowment and agency accounts income$74,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000270
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,494,000143
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$1,145,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000284
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$229,00088
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$295,000173
Foundation and endowment and agency accounts income$38,000148
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000266
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,722,000140
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$4,478,00078
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$21,000356
YTD Gross Income employee benefit defined benefit$0264
YTD Gross Income from other retirement accounts$918,00082
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$1,174,000162
Foundation and endowment and agency accounts income$150,000151
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$37,000318
YTD Gross income other trust accounts$78,000150
Gross Fiduciary activities income$6,856,000123
YTD fiduciary expense (Dec. only)$5,156,000134
YTD fiduciary net loss (Dec. only)$5,000149
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,695,000134
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$3,361,00079
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000285
YTD Gross Income employee benefit defined benefit$0227
YTD Gross Income from other retirement accounts$698,00081
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$901,000161
Foundation and endowment and agency accounts income$120,000141
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000248
YTD Gross income other trust accounts$79,000119
Gross Fiduciary activities income$5,213,000122
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
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$2,225,00083
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000290
YTD Gross Income employee benefit defined benefit$0222
YTD Gross Income from other retirement accounts$468,00081
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$620,000156
Foundation and endowment and agency accounts income$78,000140
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000250
YTD Gross income other trust accounts$78,000106
Gross Fiduciary activities income$3,506,000127
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$1,077,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000290
YTD Gross Income employee benefit defined benefit$0221
YTD Gross Income from other retirement accounts$234,00082
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$302,000159
Foundation and endowment and agency accounts income$39,000139
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000256
YTD Gross income other trust accounts$78,00076
Gross Fiduciary activities income$1,748,000125
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
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$3,868,00082
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000374
YTD Gross Income employee benefit defined benefit$0279
YTD Gross Income from other retirement accounts$803,00090
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$1,163,000153
Foundation and endowment and agency accounts income$147,000144
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$52,000302
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$6,052,000129
YTD fiduciary expense (Dec. only)$5,048,000137
YTD fiduciary net loss (Dec. only)$3,000157
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,001,000190
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$2,850,00081
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000285
YTD Gross Income employee benefit defined benefit$0233
YTD Gross Income from other retirement accounts$592,00087
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$895,000146
Foundation and endowment and agency accounts income$110,000131
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000258
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$4,500,000129
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
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,855,00084
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000292
YTD Gross Income employee benefit defined benefit$0230
YTD Gross Income from other retirement accounts$394,00089
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$628,000143
Foundation and endowment and agency accounts income$74,000130
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000255
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,987,000129
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
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$896,00089
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000291
YTD Gross Income employee benefit defined benefit$0224
YTD Gross Income from other retirement accounts$193,00089
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$309,000146
Foundation and endowment and agency accounts income$36,000132
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000252
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$1,452,000131
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
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,137,00094
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000387
YTD Gross Income employee benefit defined benefit$0277
YTD Gross Income from other retirement accounts$694,00091
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$1,113,000152
Foundation and endowment and agency accounts income$112,000145
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$55,000302
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$5,125,000140
YTD fiduciary expense (Dec. only)$4,463,000150
YTD fiduciary net loss (Dec. only)$18,000116
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$644,000247
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,289,000101
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000295
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$503,00092
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$39,000250
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$3,711,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,457,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000302
YTD Gross Income employee benefit defined benefit$0219
YTD Gross Income from other retirement accounts$319,00091
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$27,000256
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$2,376,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$713,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000299
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$153,00092
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$13,000257
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$1,164,000147
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,895,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,772,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,539,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,262,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,027,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,733,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,477,000163
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,211,000161
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
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,411,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,251,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,136,000183
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,047,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,821,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,828,000187
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,854,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$932,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,412,000191
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,496,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,625,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$795,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,695,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,961,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,270,000234
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$604,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,478,000251
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,218,000280
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,667,000317
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,121,000441
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$610,000576
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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