Home > Peoples Bank > Gross Fiduciary and Related Services Income

Peoples 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$2,349,000190
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,637,00051
YTD Gross Income employee benefit defined benefit$134,00096
YTD Gross Income from other retirement accounts$1,431,000125
YTD Gross Income corporate trust and agency$3,000115
Investment management and investment advisory agency accounts income$2,410,000206
Foundation and endowment and agency accounts income$1,155,00077
YTD Gross income other trust and agency accounts$8,00091
YTD Gross income custody and safekeeping agency accounts$167,000198
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$10,294,000169
YTD fiduciary expense (Dec. only)$6,588,000182
YTD fiduciary net loss (Dec. only)$7,000171
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$3,699,000151
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$1,834,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,913,00054
YTD Gross Income employee benefit defined benefit$100,000104
YTD Gross Income from other retirement accounts$1,065,000123
YTD Gross Income corporate trust and agency$3,00085
Investment management and investment advisory agency accounts income$1,798,000203
Foundation and endowment and agency accounts income$870,00080
YTD Gross income other trust and agency accounts$6,00078
YTD Gross income custody and safekeeping agency accounts$120,000190
YTD Gross income other trust accounts$1,000164
Gross Fiduciary activities income$7,710,000170
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$1,247,000186
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,279,00051
YTD Gross Income employee benefit defined benefit$66,000136
YTD Gross Income from other retirement accounts$702,000122
YTD Gross Income corporate trust and agency$3,00088
Investment management and investment advisory agency accounts income$1,203,000201
Foundation and endowment and agency accounts income$618,00076
YTD Gross income other trust and agency accounts$4,00083
YTD Gross income custody and safekeeping agency accounts$81,000191
YTD Gross income other trust accounts$1,000188
Gross Fiduciary activities income$5,204,000164
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$560,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$617,00051
YTD Gross Income employee benefit defined benefit$32,000103
YTD Gross Income from other retirement accounts$344,000129
YTD Gross Income corporate trust and agency$3,00073
Investment management and investment advisory agency accounts income$557,000170
Foundation and endowment and agency accounts income$301,00079
YTD Gross income other trust and agency accounts$2,00072
YTD Gross income custody and safekeeping agency accounts$41,000186
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,457,000174
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$2,673,000183
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,391,00061
YTD Gross Income employee benefit defined benefit$135,000108
YTD Gross Income from other retirement accounts$1,414,000128
YTD Gross Income corporate trust and agency$3,000121
Investment management and investment advisory agency accounts income$2,186,000179
Foundation and endowment and agency accounts income$1,069,00083
YTD Gross income other trust and agency accounts$8,00098
YTD Gross income custody and safekeeping agency accounts$169,000188
YTD Gross income other trust accounts$1,000219
Gross Fiduciary activities income$10,049,000176
YTD fiduciary expense (Dec. only)$80,000471
YTD fiduciary net loss (Dec. only)$22,000118
YTD fiduciary intracompany income (Dec. only)$9,000131
YTD net fiduciary income (Dec. only)$9,956,00093
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$2,025,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,801,00062
YTD Gross Income employee benefit defined benefit$103,000104
YTD Gross Income from other retirement accounts$1,063,000130
YTD Gross Income corporate trust and agency$3,00094
Investment management and investment advisory agency accounts income$1,678,000176
Foundation and endowment and agency accounts income$811,00082
YTD Gross income other trust and agency accounts$6,00082
YTD Gross income custody and safekeeping agency accounts$127,000180
YTD Gross income other trust accounts$1,000179
Gross Fiduciary activities income$7,618,000180
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$1,439,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,199,00054
YTD Gross Income employee benefit defined benefit$70,000100
YTD Gross Income from other retirement accounts$730,000126
YTD Gross Income corporate trust and agency$3,00095
Investment management and investment advisory agency accounts income$1,163,000158
Foundation and endowment and agency accounts income$542,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$91,000160
YTD Gross income other trust accounts$1,000185
Gross Fiduciary activities income$5,242,000148
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$688,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$621,00056
YTD Gross Income employee benefit defined benefit$37,00097
YTD Gross Income from other retirement accounts$377,000124
YTD Gross Income corporate trust and agency$3,00071
Investment management and investment advisory agency accounts income$572,000158
Foundation and endowment and agency accounts income$279,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000150
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,627,000150
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$2,711,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,395,00058
YTD Gross Income employee benefit defined benefit$150,00099
YTD Gross Income from other retirement accounts$1,561,000124
YTD Gross Income corporate trust and agency$3,000120
Investment management and investment advisory agency accounts income$2,313,000156
Foundation and endowment and agency accounts income$1,122,00071
YTD Gross income other trust and agency accounts$9,00082
YTD Gross income custody and safekeeping agency accounts$225,000141
YTD Gross income other trust accounts$1,000201
Gross Fiduciary activities income$10,490,000151
YTD fiduciary expense (Dec. only)$6,790,000140
YTD fiduciary net loss (Dec. only)$10,000119
YTD fiduciary intracompany income (Dec. only)$8,000121
YTD net fiduciary income (Dec. only)$3,698,000144
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$2,037,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,752,00058
YTD Gross Income employee benefit defined benefit$112,00094
YTD Gross Income from other retirement accounts$1,165,000121
YTD Gross Income corporate trust and agency$3,00094
Investment management and investment advisory agency accounts income$1,737,000155
Foundation and endowment and agency accounts income$825,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$177,000133
YTD Gross income other trust accounts$1,000160
Gross Fiduciary activities income$7,815,000150
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$1,394,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,156,00055
YTD Gross Income employee benefit defined benefit$74,000100
YTD Gross Income from other retirement accounts$771,000118
YTD Gross Income corporate trust and agency$3,00098
Investment management and investment advisory agency accounts income$1,164,000153
Foundation and endowment and agency accounts income$546,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$121,000137
YTD Gross income other trust accounts$1,000187
Gross Fiduciary activities income$5,234,000147
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
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$650,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$566,00060
YTD Gross Income employee benefit defined benefit$37,000100
YTD Gross Income from other retirement accounts$383,000116
YTD Gross Income corporate trust and agency$3,00078
Investment management and investment advisory agency accounts income$545,000157
Foundation and endowment and agency accounts income$262,00069
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000131
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,508,000153
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$2,397,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,053,00061
YTD Gross Income employee benefit defined benefit$132,000104
YTD Gross Income from other retirement accounts$1,390,000117
YTD Gross Income corporate trust and agency$3,000124
Investment management and investment advisory agency accounts income$2,008,000160
Foundation and endowment and agency accounts income$939,00074
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$179,000159
YTD Gross income other trust accounts$1,000216
Gross Fiduciary activities income$9,102,000154
YTD fiduciary expense (Dec. only)$4,908,000171
YTD fiduciary net loss (Dec. only)$26,000100
YTD fiduciary intracompany income (Dec. only)$5,000133
YTD net fiduciary income (Dec. only)$4,173,000116
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$1,778,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,470,00061
YTD Gross Income employee benefit defined benefit$99,000102
YTD Gross Income from other retirement accounts$1,023,000114
YTD Gross Income corporate trust and agency$3,000102
Investment management and investment advisory agency accounts income$1,509,000156
Foundation and endowment and agency accounts income$683,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$124,000159
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,689,000152
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
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$1,191,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$946,00063
YTD Gross Income employee benefit defined benefit$66,000107
YTD Gross Income from other retirement accounts$669,000116
YTD Gross Income corporate trust and agency$3,000100
Investment management and investment advisory agency accounts income$1,017,000154
Foundation and endowment and agency accounts income$445,00071
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$82,000164
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,419,000149
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$546,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$441,00067
YTD Gross Income employee benefit defined benefit$36,00097
YTD Gross Income from other retirement accounts$333,000119
YTD Gross Income corporate trust and agency$3,00078
Investment management and investment advisory agency accounts income$483,000159
Foundation and endowment and agency accounts income$219,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000161
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,102,000162
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$2,392,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,065,00059
YTD Gross Income employee benefit defined benefit$132,000108
YTD Gross Income from other retirement accounts$1,353,000112
YTD Gross Income corporate trust and agency$3,000115
Investment management and investment advisory agency accounts income$2,037,000156
Foundation and endowment and agency accounts income$816,00077
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$162,000165
YTD Gross income other trust accounts$1,000211
Gross Fiduciary activities income$8,961,000151
YTD fiduciary expense (Dec. only)$5,011,000168
YTD fiduciary net loss (Dec. only)$16,00093
YTD fiduciary intracompany income (Dec. only)$17,000120
YTD net fiduciary income (Dec. only)$3,951,000117
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$1,821,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,475,00060
YTD Gross Income employee benefit defined benefit$98,000107
YTD Gross Income from other retirement accounts$1,007,000112
YTD Gross Income corporate trust and agency$3,00098
Investment management and investment advisory agency accounts income$1,548,000154
Foundation and endowment and agency accounts income$594,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$120,000162
YTD Gross income other trust accounts$1,000188
Gross Fiduciary activities income$6,667,000149
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$1,275,000152
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$981,00061
YTD Gross Income employee benefit defined benefit$65,000109
YTD Gross Income from other retirement accounts$657,000116
YTD Gross Income corporate trust and agency$3,000100
Investment management and investment advisory agency accounts income$1,052,000148
Foundation and endowment and agency accounts income$396,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$80,000165
YTD Gross income other trust accounts$1,000200
Gross Fiduciary activities income$4,510,000149
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$583,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$487,00064
YTD Gross Income employee benefit defined benefit$32,000108
YTD Gross Income from other retirement accounts$319,000114
YTD Gross Income corporate trust and agency$3,00087
Investment management and investment advisory agency accounts income$491,000154
Foundation and endowment and agency accounts income$194,00077
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000163
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,148,000151
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
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$2,328,000156
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,838,00067
YTD Gross Income employee benefit defined benefit$133,000110
YTD Gross Income from other retirement accounts$1,289,000109
YTD Gross Income corporate trust and agency$3,000135
Investment management and investment advisory agency accounts income$2,035,000154
Foundation and endowment and agency accounts income$739,00081
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$177,000162
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$8,542,000154
YTD fiduciary expense (Dec. only)$4,765,000166
YTD fiduciary net loss (Dec. only)$85,00061
YTD fiduciary intracompany income (Dec. only)$21,000135
YTD net fiduciary income (Dec. only)$3,713,000122
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$1,757,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,362,00069
YTD Gross Income employee benefit defined benefit$102,000107
YTD Gross Income from other retirement accounts$976,000106
YTD Gross Income corporate trust and agency$3,000108
Investment management and investment advisory agency accounts income$1,560,000152
Foundation and endowment and agency accounts income$560,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$139,000152
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$6,459,000153
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$1,191,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$908,00067
YTD Gross Income employee benefit defined benefit$70,000109
YTD Gross Income from other retirement accounts$643,000104
YTD Gross Income corporate trust and agency$3,000102
Investment management and investment advisory agency accounts income$1,064,000148
Foundation and endowment and agency accounts income$373,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$96,000150
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$4,348,000153
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$539,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$462,00067
YTD Gross Income employee benefit defined benefit$38,000108
YTD Gross Income from other retirement accounts$325,000101
YTD Gross Income corporate trust and agency$3,00095
Investment management and investment advisory agency accounts income$506,000156
Foundation and endowment and agency accounts income$181,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000148
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,105,000158
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
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$2,209,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,525,00073
YTD Gross Income employee benefit defined benefit$142,000113
YTD Gross Income from other retirement accounts$1,230,00099
YTD Gross Income corporate trust and agency$3,000155
Investment management and investment advisory agency accounts income$2,086,000145
Foundation and endowment and agency accounts income$664,00080
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$161,000167
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$8,020,000157
YTD fiduciary expense (Dec. only)$4,451,000177
YTD fiduciary net loss (Dec. only)$44,00072
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$3,525,000119
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$1,668,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,057,00079
YTD Gross Income employee benefit defined benefit$105,000110
YTD Gross Income from other retirement accounts$915,000100
YTD Gross Income corporate trust and agency$3,000114
Investment management and investment advisory agency accounts income$1,557,000146
Foundation and endowment and agency accounts income$495,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$122,000156
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$5,922,000154
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
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$1,139,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$715,00076
YTD Gross Income employee benefit defined benefit$37,000124
YTD Gross Income from other retirement accounts$607,000102
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,055,000140
Foundation and endowment and agency accounts income$332,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$81,000152
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,966,000152
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
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$509,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$335,00076
YTD Gross Income employee benefit defined benefit$37,000106
YTD Gross Income from other retirement accounts$302,000100
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$485,000148
Foundation and endowment and agency accounts income$169,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000162
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,873,000160
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$2,064,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,395,00076
YTD Gross Income employee benefit defined benefit$94,000123
YTD Gross Income from other retirement accounts$1,141,000100
YTD Gross Income corporate trust and agency$7,000129
Investment management and investment advisory agency accounts income$2,020,000139
Foundation and endowment and agency accounts income$598,00080
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$99,000206
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$7,418,000154
YTD fiduciary expense (Dec. only)$3,992,000182
YTD fiduciary net loss (Dec. only)$4,000138
YTD fiduciary intracompany income (Dec. only)$2,000152
YTD net fiduciary income (Dec. only)$3,424,000108
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$1,556,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$951,00076
YTD Gross Income employee benefit defined benefit$94,000106
YTD Gross Income from other retirement accounts$840,00098
YTD Gross Income corporate trust and agency$7,00097
Investment management and investment advisory agency accounts income$1,561,000139
Foundation and endowment and agency accounts income$418,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$74,000193
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$5,501,000152
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
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$1,043,000164
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$618,00078
YTD Gross Income employee benefit defined benefit$63,000106
YTD Gross Income from other retirement accounts$542,000100
YTD Gross Income corporate trust and agency$7,00094
Investment management and investment advisory agency accounts income$1,055,000139
Foundation and endowment and agency accounts income$273,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000193
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$3,650,000153
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$426,000187
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$302,00079
YTD Gross Income employee benefit defined benefit$33,000109
YTD Gross Income from other retirement accounts$261,000101
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$480,000144
Foundation and endowment and agency accounts income$136,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000198
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,661,000165
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$1,908,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,229,00079
YTD Gross Income employee benefit defined benefit$128,000114
YTD Gross Income from other retirement accounts$1,068,000105
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$2,033,000135
Foundation and endowment and agency accounts income$488,00092
YTD Gross income other trust and agency accounts$5,000160
YTD Gross income custody and safekeeping agency accounts$91,000223
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$6,950,000163
YTD fiduciary expense (Dec. only)$3,793,000186
YTD fiduciary net loss (Dec. only)$1,000175
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$3,156,000115
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$1,417,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$848,00084
YTD Gross Income employee benefit defined benefit$98,000107
YTD Gross Income from other retirement accounts$793,000104
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,537,000135
Foundation and endowment and agency accounts income$353,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$60,000223
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$5,110,000165
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$956,000181
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$558,00083
YTD Gross Income employee benefit defined benefit$65,000110
YTD Gross Income from other retirement accounts$513,000105
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,004,000137
Foundation and endowment and agency accounts income$193,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000232
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,330,000167
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$402,000200
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$262,00085
YTD Gross Income employee benefit defined benefit$23,000123
YTD Gross Income from other retirement accounts$235,000108
YTD Gross Income corporate trust and agency$3,00097
Investment management and investment advisory agency accounts income$459,000155
Foundation and endowment and agency accounts income$73,000120
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000249
YTD Gross income other trust accounts$18,000128
Gross Fiduciary activities income$1,492,000183
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
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$1,485,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,042,00088
YTD Gross Income employee benefit defined benefit$104,000128
YTD Gross Income from other retirement accounts$870,000113
YTD Gross Income corporate trust and agency$13,000127
Investment management and investment advisory agency accounts income$1,634,000160
Foundation and endowment and agency accounts income$286,000124
YTD Gross income other trust and agency accounts$7,000143
YTD Gross income custody and safekeeping agency accounts$64,000275
YTD Gross income other trust accounts$62,000153
Gross Fiduciary activities income$5,567,000183
YTD fiduciary expense (Dec. only)$3,114,000209
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$2,453,000140
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$1,108,000206
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$706,00096
YTD Gross Income employee benefit defined benefit$77,000123
YTD Gross Income from other retirement accounts$654,000107
YTD Gross Income corporate trust and agency$10,000100
Investment management and investment advisory agency accounts income$1,238,000158
Foundation and endowment and agency accounts income$215,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000241
YTD Gross income other trust accounts$46,000145
Gross Fiduciary activities income$4,109,000184
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$748,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$452,000102
YTD Gross Income employee benefit defined benefit$49,000124
YTD Gross Income from other retirement accounts$442,000105
YTD Gross Income corporate trust and agency$7,00096
Investment management and investment advisory agency accounts income$855,000155
Foundation and endowment and agency accounts income$143,000119
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000230
YTD Gross income other trust accounts$28,000139
Gross Fiduciary activities income$2,763,000183
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
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$351,000208
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$226,000103
YTD Gross Income employee benefit defined benefit$23,000128
YTD Gross Income from other retirement accounts$226,000104
YTD Gross Income corporate trust and agency$3,00092
Investment management and investment advisory agency accounts income$396,000164
Foundation and endowment and agency accounts income$71,000115
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000229
YTD Gross income other trust accounts$13,000134
Gross Fiduciary activities income$1,329,000187
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
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$1,406,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$834,000101
YTD Gross Income employee benefit defined benefit$131,000110
YTD Gross Income from other retirement accounts$861,000105
YTD Gross Income corporate trust and agency$11,000130
Investment management and investment advisory agency accounts income$1,554,000154
Foundation and endowment and agency accounts income$225,000132
YTD Gross income other trust and agency accounts$8,000128
YTD Gross income custody and safekeeping agency accounts$37,000324
YTD Gross income other trust accounts$36,000178
Gross Fiduciary activities income$5,103,000181
YTD fiduciary expense (Dec. only)$2,819,000210
YTD fiduciary net loss (Dec. only)$9,000126
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,275,000133
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$1,055,000201
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$543,000110
YTD Gross Income employee benefit defined benefit$105,000104
YTD Gross Income from other retirement accounts$642,000102
YTD Gross Income corporate trust and agency$8,00096
Investment management and investment advisory agency accounts income$1,171,000146
Foundation and endowment and agency accounts income$166,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000283
YTD Gross income other trust accounts$26,000155
Gross Fiduciary activities income$3,745,000180
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$701,000202
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$341,000115
YTD Gross Income employee benefit defined benefit$82,00099
YTD Gross Income from other retirement accounts$423,000102
YTD Gross Income corporate trust and agency$5,00099
Investment management and investment advisory agency accounts income$789,000147
Foundation and endowment and agency accounts income$108,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000312
YTD Gross income other trust accounts$20,000150
Gross Fiduciary activities income$2,482,000181
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$329,000204
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$156,000118
YTD Gross Income employee benefit defined benefit$48,00096
YTD Gross Income from other retirement accounts$210,000104
YTD Gross Income corporate trust and agency$3,00093
Investment management and investment advisory agency accounts income$372,000157
Foundation and endowment and agency accounts income$55,000127
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000303
YTD Gross income other trust accounts$9,000139
Gross Fiduciary activities income$1,189,000189
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$1,304,000209
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$588,000124
YTD Gross Income employee benefit defined benefit$149,000105
YTD Gross Income from other retirement accounts$782,000104
YTD Gross Income corporate trust and agency$10,000133
Investment management and investment advisory agency accounts income$1,432,000152
Foundation and endowment and agency accounts income$208,000132
YTD Gross income other trust and agency accounts$8,000130
YTD Gross income custody and safekeeping agency accounts$25,000365
YTD Gross income other trust accounts$51,000163
Gross Fiduciary activities income$4,557,000186
YTD fiduciary expense (Dec. only)$2,494,000216
YTD fiduciary net loss (Dec. only)$3,000155
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$2,060,000130
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$983,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$384,000128
YTD Gross Income employee benefit defined benefit$101,000104
YTD Gross Income from other retirement accounts$578,000105
YTD Gross Income corporate trust and agency$7,000106
Investment management and investment advisory agency accounts income$1,078,000151
Foundation and endowment and agency accounts income$156,000126
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000286
YTD Gross income other trust accounts$42,000131
Gross Fiduciary activities income$3,355,000186
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$659,000203
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$253,000129
YTD Gross Income employee benefit defined benefit$61,000107
YTD Gross Income from other retirement accounts$381,000104
YTD Gross Income corporate trust and agency$5,000105
Investment management and investment advisory agency accounts income$724,000150
Foundation and endowment and agency accounts income$103,000129
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000290
YTD Gross income other trust accounts$3,000185
Gross Fiduciary activities income$2,206,000191
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
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$305,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000130
YTD Gross Income employee benefit defined benefit$26,000116
YTD Gross Income from other retirement accounts$191,000100
YTD Gross Income corporate trust and agency$2,000104
Investment management and investment advisory agency accounts income$344,000159
Foundation and endowment and agency accounts income$48,000136
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000288
YTD Gross income other trust accounts$17,000119
Gross Fiduciary activities income$1,069,000190
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$1,203,000211
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$427,000144
YTD Gross Income employee benefit defined benefit$164,000101
YTD Gross Income from other retirement accounts$718,000106
YTD Gross Income corporate trust and agency$9,000149
Investment management and investment advisory agency accounts income$1,439,000133
Foundation and endowment and agency accounts income$202,000129
YTD Gross income other trust and agency accounts$6,000130
YTD Gross income custody and safekeeping agency accounts$22,000368
YTD Gross income other trust accounts$103,000133
Gross Fiduciary activities income$4,293,000156
YTD fiduciary expense (Dec. only)$2,406,000214
YTD fiduciary net loss (Dec. only)$3,000166
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,884,000126
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$898,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$271,000151
YTD Gross Income employee benefit defined benefit$122,000101
YTD Gross Income from other retirement accounts$541,000105
YTD Gross Income corporate trust and agency$7,000120
Investment management and investment advisory agency accounts income$1,095,000132
Foundation and endowment and agency accounts income$157,000121
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000291
YTD Gross income other trust accounts$81,000117
Gross Fiduciary activities income$3,192,000157
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
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$609,000205
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$168,000159
YTD Gross Income employee benefit defined benefit$82,00099
YTD Gross Income from other retirement accounts$362,000105
YTD Gross Income corporate trust and agency$5,000120
Investment management and investment advisory agency accounts income$757,000130
Foundation and endowment and agency accounts income$96,000128
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000290
YTD Gross income other trust accounts$49,000128
Gross Fiduciary activities income$2,142,000160
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$287,000215
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$81,000161
YTD Gross Income employee benefit defined benefit$50,00094
YTD Gross Income from other retirement accounts$184,000105
YTD Gross Income corporate trust and agency$2,000113
Investment management and investment advisory agency accounts income$358,000134
Foundation and endowment and agency accounts income$48,000124
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000295
YTD Gross income other trust accounts$22,000123
Gross Fiduciary activities income$1,039,000163
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
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$1,457,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$476,000140
YTD Gross Income employee benefit defined benefit$119,000115
YTD Gross Income from other retirement accounts$698,000103
YTD Gross Income corporate trust and agency$8,000163
Investment management and investment advisory agency accounts income$1,335,000137
Foundation and endowment and agency accounts income$182,000131
YTD Gross income other trust and agency accounts$6,000138
YTD Gross income custody and safekeeping agency accounts$26,000365
YTD Gross income other trust accounts$89,000152
Gross Fiduciary activities income$4,396,000153
YTD fiduciary expense (Dec. only)$2,314,000216
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$2,082,000114
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$1,166,000168
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$320,000142
YTD Gross Income employee benefit defined benefit$74,000122
YTD Gross Income from other retirement accounts$516,000103
YTD Gross Income corporate trust and agency$6,000125
Investment management and investment advisory agency accounts income$985,000132
Foundation and endowment and agency accounts income$136,000118
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000294
YTD Gross income other trust accounts$67,000128
Gross Fiduciary activities income$3,295,000151
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
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$854,000163
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$198,000149
YTD Gross Income employee benefit defined benefit$74,000104
YTD Gross Income from other retirement accounts$343,000106
YTD Gross Income corporate trust and agency$4,000125
Investment management and investment advisory agency accounts income$659,000136
Foundation and endowment and agency accounts income$93,000111
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000292
YTD Gross income other trust accounts$47,000124
Gross Fiduciary activities income$2,289,000151
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
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$579,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000140
YTD Gross Income employee benefit defined benefit$40,000103
YTD Gross Income from other retirement accounts$170,000105
YTD Gross Income corporate trust and agency$2,000119
Investment management and investment advisory agency accounts income$335,000136
Foundation and endowment and agency accounts income$51,000108
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000285
YTD Gross income other trust accounts$22,000127
Gross Fiduciary activities income$1,318,000137
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
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$1,164,000207
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$367,000147
YTD Gross Income employee benefit defined benefit$115,000111
YTD Gross Income from other retirement accounts$633,000100
YTD Gross Income corporate trust and agency$7,000174
Investment management and investment advisory agency accounts income$1,220,000143
Foundation and endowment and agency accounts income$174,000110
YTD Gross income other trust and agency accounts$6,000137
YTD Gross income custody and safekeeping agency accounts$28,000366
YTD Gross income other trust accounts$46,000211
Gross Fiduciary activities income$3,760,000170
YTD fiduciary expense (Dec. only)$2,465,000204
YTD fiduciary net loss (Dec. only)$26,00097
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,269,000153
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$932,000194
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$217,000165
YTD Gross Income employee benefit defined benefit$96,000104
YTD Gross Income from other retirement accounts$464,00098
YTD Gross Income corporate trust and agency$5,000128
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$23,000272
YTD Gross income other trust accounts$28,000172
Gross Fiduciary activities income$2,738,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$639,000189
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000156
YTD Gross Income employee benefit defined benefit$45,000115
YTD Gross Income from other retirement accounts$302,00097
YTD Gross Income corporate trust and agency$3,000130
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$17,000277
YTD Gross income other trust accounts$14,000186
Gross Fiduciary activities income$1,835,000173
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$296,000197
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$71,000166
YTD Gross Income employee benefit defined benefit$20,000122
YTD Gross Income from other retirement accounts$145,000100
YTD Gross Income corporate trust and agency$2,000119
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$7,000284
YTD Gross income other trust accounts$8,000173
Gross Fiduciary activities income$846,000181
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$9,000141
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,113,000175
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
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$3,121,000177
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$2,150,000178
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$987,000190
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$4,099,000177
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$2,980,000178
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,967,000185
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
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$927,000191
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
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$3,508,000186
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$2,524,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,695,000205
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$777,000215
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$17,000155
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,366,000194
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$2,466,000193
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
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$1,672,000191
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
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$757,000206
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$38,000124
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,471,000189
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$2,574,000189
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$1,586,000202
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$774,000201
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$82,000100
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,363,000191
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
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$2,586,000196
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$1,444,000224
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$586,000256
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,479,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,508,000253
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
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$2,608,000249
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 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
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 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
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