Home > The First National Bank of Hutchinson > Gross Fiduciary and Related Services Income

The First National Bank of Hutchinson, 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$3,149,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$638,000115
YTD Gross Income employee benefit defined benefit$0242
YTD Gross Income from other retirement accounts$833,000185
YTD Gross Income corporate trust and agency$25,00074
Investment management and investment advisory agency accounts income$1,877,000236
Foundation and endowment and agency accounts income$863,00086
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$27,000333
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$7,412,000214
YTD fiduciary expense (Dec. only)$4,788,000218
YTD fiduciary net loss (Dec. only)$13,000154
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$2,611,000185
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$2,270,000162
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$550,000101
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$630,000177
YTD Gross Income corporate trust and agency$18,00068
Investment management and investment advisory agency accounts income$1,231,000239
Foundation and endowment and agency accounts income$626,00086
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$19,000291
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$5,344,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,559,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$369,000101
YTD Gross Income employee benefit defined benefit$0231
YTD Gross Income from other retirement accounts$428,000177
YTD Gross Income corporate trust and agency$4,00083
Investment management and investment advisory agency accounts income$918,000234
Foundation and endowment and agency accounts income$484,00084
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$12,000321
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,774,000209
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$794,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$169,000109
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$211,000179
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$647,000158
Foundation and endowment and agency accounts income$316,00075
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$5,000298
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,142,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,694,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$753,000111
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$739,000205
YTD Gross Income corporate trust and agency$24,00079
Investment management and investment advisory agency accounts income$1,503,000220
Foundation and endowment and agency accounts income$602,000116
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$6,000380
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$7,321,000223
YTD fiduciary expense (Dec. only)$4,540,000230
YTD fiduciary net loss (Dec. only)$26,000111
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$2,755,000190
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$2,102,000176
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0284
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$347,000251
YTD Gross Income corporate trust and agency$40,00065
Investment management and investment advisory agency accounts income$1,338,000197
Foundation and endowment and agency accounts income$705,00090
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$2,000335
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$4,534,000249
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
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$1,622,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0313
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$283,000234
YTD Gross Income corporate trust and agency$6,00083
Investment management and investment advisory agency accounts income$651,000219
Foundation and endowment and agency accounts income$427,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000352
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,991,000217
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$884,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0264
YTD Gross Income employee benefit defined benefit$0165
YTD Gross Income from other retirement accounts$199,000184
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$279,000223
Foundation and endowment and agency accounts income$201,00092
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000302
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,564,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,714,000161
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0316
YTD Gross Income employee benefit defined benefit$0196
YTD Gross Income from other retirement accounts$423,000267
YTD Gross Income corporate trust and agency$11,00089
Investment management and investment advisory agency accounts income$2,527,000150
Foundation and endowment and agency accounts income$882,00083
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$3,000355
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$6,560,000207
YTD fiduciary expense (Dec. only)$3,867,000206
YTD fiduciary net loss (Dec. only)$10,000119
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$2,683,000175
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,972,000159
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0266
YTD Gross Income employee benefit defined benefit$0173
YTD Gross Income from other retirement accounts$364,000231
YTD Gross Income corporate trust and agency$30,00064
Investment management and investment advisory agency accounts income$1,377,000178
Foundation and endowment and agency accounts income$621,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000293
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$4,367,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,538,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0307
YTD Gross Income employee benefit defined benefit$0192
YTD Gross Income from other retirement accounts$277,000233
YTD Gross Income corporate trust and agency$15,00074
Investment management and investment advisory agency accounts income$605,000221
Foundation and endowment and agency accounts income$307,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000341
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$2,744,000222
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$793,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0263
YTD Gross Income employee benefit defined benefit$0169
YTD Gross Income from other retirement accounts$197,000185
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$278,000219
Foundation and endowment and agency accounts income$153,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$1,000289
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,422,000215
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
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$2,435,000157
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0322
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$354,000268
YTD Gross Income corporate trust and agency$10,00096
Investment management and investment advisory agency accounts income$2,055,000155
Foundation and endowment and agency accounts income$826,00079
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$2,000353
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$5,682,000206
YTD fiduciary expense (Dec. only)$4,587,000181
YTD fiduciary net loss (Dec. only)$2,000160
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$1,093,000237
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$1,880,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0271
YTD Gross Income employee benefit defined benefit$0181
YTD Gross Income from other retirement accounts$338,000222
YTD Gross Income corporate trust and agency$46,00063
Investment management and investment advisory agency accounts income$1,023,000188
Foundation and endowment and agency accounts income$464,00091
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000291
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,754,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,388,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$289,000116
YTD Gross Income employee benefit defined benefit$0201
YTD Gross Income from other retirement accounts$255,000224
YTD Gross Income corporate trust and agency$3,000100
Investment management and investment advisory agency accounts income$443,000248
Foundation and endowment and agency accounts income$274,000100
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000343
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,654,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$751,000139
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$0267
YTD Gross Income employee benefit defined benefit$0176
YTD Gross Income from other retirement accounts$187,000169
YTD Gross Income corporate trust and agency$2,00087
Investment management and investment advisory agency accounts income$277,000207
Foundation and endowment and agency accounts income$162,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000292
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,381,000205
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
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$3,421,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000302
YTD Gross Income employee benefit defined benefit$0203
YTD Gross Income from other retirement accounts$774,000164
YTD Gross Income corporate trust and agency$90,00064
Investment management and investment advisory agency accounts income$926,000242
Foundation and endowment and agency accounts income$196,000171
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$6,000334
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$5,419,000209
YTD fiduciary expense (Dec. only)$4,595,000180
YTD fiduciary net loss (Dec. only)$842,00018
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$-18,0005,155
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$2,400,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000270
YTD Gross Income employee benefit defined benefit$0184
YTD Gross Income from other retirement accounts$529,000169
YTD Gross Income corporate trust and agency$79,00058
Investment management and investment advisory agency accounts income$650,000235
Foundation and endowment and agency accounts income$145,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000301
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$3,812,000214
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,638,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000289
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$370,000167
YTD Gross Income corporate trust and agency$57,00058
Investment management and investment advisory agency accounts income$436,000247
Foundation and endowment and agency accounts income$106,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000332
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,615,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$852,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000274
YTD Gross Income employee benefit defined benefit$0193
YTD Gross Income from other retirement accounts$196,000162
YTD Gross Income corporate trust and agency$23,00058
Investment management and investment advisory agency accounts income$222,000240
Foundation and endowment and agency accounts income$45,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000326
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,344,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,194,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000219
YTD Gross Income employee benefit defined benefit$0225
YTD Gross Income from other retirement accounts$592,000189
YTD Gross Income corporate trust and agency$10,000109
Investment management and investment advisory agency accounts income$1,134,000219
Foundation and endowment and agency accounts income$284,000145
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$8,000382
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,333,000211
YTD fiduciary expense (Dec. only)$4,365,000179
YTD fiduciary net loss (Dec. only)$50,00080
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$918,000266
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$2,311,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$97,000208
YTD Gross Income employee benefit defined benefit$0207
YTD Gross Income from other retirement accounts$453,000185
YTD Gross Income corporate trust and agency$10,00088
Investment management and investment advisory agency accounts income$715,000241
Foundation and endowment and agency accounts income$178,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000336
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$3,771,000215
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
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$1,553,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000199
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$323,000177
YTD Gross Income corporate trust and agency$1,000115
Investment management and investment advisory agency accounts income$436,000248
Foundation and endowment and agency accounts income$108,000155
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000334
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,500,000216
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$790,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$34,000213
YTD Gross Income employee benefit defined benefit$0202
YTD Gross Income from other retirement accounts$161,000178
YTD Gross Income corporate trust and agency$1,000110
Investment management and investment advisory agency accounts income$208,000249
Foundation and endowment and agency accounts income$46,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000322
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,243,000218
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,956,000132
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$129,000216
YTD Gross Income employee benefit defined benefit$0247
YTD Gross Income from other retirement accounts$558,000183
YTD Gross Income corporate trust and agency$2,000166
Investment management and investment advisory agency accounts income$1,073,000219
Foundation and endowment and agency accounts income$194,000161
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$14,000396
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$4,927,000211
YTD fiduciary expense (Dec. only)$3,547,000202
YTD fiduciary net loss (Dec. only)$15,000108
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,365,000211
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$2,325,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000198
YTD Gross Income employee benefit defined benefit$0208
YTD Gross Income from other retirement accounts$482,000165
YTD Gross Income corporate trust and agency$3,000114
Investment management and investment advisory agency accounts income$666,000242
Foundation and endowment and agency accounts income$110,000179
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000326
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$3,699,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,597,000127
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$78,000188
YTD Gross Income employee benefit defined benefit$0204
YTD Gross Income from other retirement accounts$344,000157
YTD Gross Income corporate trust and agency$1,000120
Investment management and investment advisory agency accounts income$386,000253
Foundation and endowment and agency accounts income$50,000206
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000323
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,463,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$795,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000180
YTD Gross Income employee benefit defined benefit$0198
YTD Gross Income from other retirement accounts$181,000149
YTD Gross Income corporate trust and agency$1,000101
Investment management and investment advisory agency accounts income$181,000260
Foundation and endowment and agency accounts income$32,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000310
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,242,000210
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,901,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$149,000210
YTD Gross Income employee benefit defined benefit$0250
YTD Gross Income from other retirement accounts$573,000170
YTD Gross Income corporate trust and agency$11,000117
Investment management and investment advisory agency accounts income$1,019,000217
Foundation and endowment and agency accounts income$246,000139
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$8,000419
YTD Gross income other trust accounts$7,000251
Gross Fiduciary activities income$4,914,000201
YTD fiduciary expense (Dec. only)$3,533,000199
YTD fiduciary net loss (Dec. only)$12,000112
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,369,000193
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$2,405,000113
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$151,000184
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$464,000162
YTD Gross Income corporate trust and agency$12,00090
Investment management and investment advisory agency accounts income$706,000218
Foundation and endowment and agency accounts income$151,000147
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000328
YTD Gross income other trust accounts$9,000184
Gross Fiduciary activities income$3,905,000191
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
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$1,650,000112
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$108,000178
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$355,000146
YTD Gross Income corporate trust and agency$6,00097
Investment management and investment advisory agency accounts income$397,000237
Foundation and endowment and agency accounts income$66,000177
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000330
YTD Gross income other trust accounts$8,000179
Gross Fiduciary activities income$2,594,000191
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
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$808,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$66,000166
YTD Gross Income employee benefit defined benefit$0212
YTD Gross Income from other retirement accounts$181,000142
YTD Gross Income corporate trust and agency$1,000108
Investment management and investment advisory agency accounts income$195,000239
Foundation and endowment and agency accounts income$37,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$2,000325
YTD Gross income other trust accounts$7,000154
Gross Fiduciary activities income$1,297,000190
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
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$2,899,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$118,000236
YTD Gross Income employee benefit defined benefit$0254
YTD Gross Income from other retirement accounts$530,000177
YTD Gross Income corporate trust and agency$18,000110
Investment management and investment advisory agency accounts income$1,148,000197
Foundation and endowment and agency accounts income$261,000134
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$7,000435
YTD Gross income other trust accounts$5,000253
Gross Fiduciary activities income$4,986,000202
YTD fiduciary expense (Dec. only)$4,347,000168
YTD fiduciary net loss (Dec. only)$5,000139
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$634,000304
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$2,409,000119
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$104,000206
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$467,000156
YTD Gross Income corporate trust and agency$22,00082
Investment management and investment advisory agency accounts income$780,000211
Foundation and endowment and agency accounts income$140,000156
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000337
YTD Gross income other trust accounts$4,000196
Gross Fiduciary activities income$3,932,000191
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
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$1,637,000121
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$92,000195
YTD Gross Income employee benefit defined benefit$0209
YTD Gross Income from other retirement accounts$343,000149
YTD Gross Income corporate trust and agency$16,00082
Investment management and investment advisory agency accounts income$449,000226
Foundation and endowment and agency accounts income$62,000194
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000338
YTD Gross income other trust accounts$3,000187
Gross Fiduciary activities income$2,607,000196
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
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$447,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000175
YTD Gross Income employee benefit defined benefit$0206
YTD Gross Income from other retirement accounts$170,000149
YTD Gross Income corporate trust and agency$12,00072
Investment management and investment advisory agency accounts income$512,000140
Foundation and endowment and agency accounts income$86,000112
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000291
YTD Gross income other trust accounts$2,000177
Gross Fiduciary activities income$1,300,000199
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
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$1,950,000167
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$127,000234
YTD Gross Income employee benefit defined benefit$0259
YTD Gross Income from other retirement accounts$587,000160
YTD Gross Income corporate trust and agency$26,000107
Investment management and investment advisory agency accounts income$1,914,000139
Foundation and endowment and agency accounts income$486,00092
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$28,000367
YTD Gross income other trust accounts$5,000256
Gross Fiduciary activities income$5,123,000194
YTD fiduciary expense (Dec. only)$4,158,000172
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$959,000242
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$1,400,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$111,000208
YTD Gross Income employee benefit defined benefit$0220
YTD Gross Income from other retirement accounts$466,000151
YTD Gross Income corporate trust and agency$31,00079
Investment management and investment advisory agency accounts income$1,492,000136
Foundation and endowment and agency accounts income$354,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$23,000297
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$3,877,000193
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
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$991,000166
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$94,000193
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$367,000129
YTD Gross Income corporate trust and agency$13,00081
Investment management and investment advisory agency accounts income$903,000146
Foundation and endowment and agency accounts income$185,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000287
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,571,000191
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
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$458,000175
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$41,000200
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$152,000153
YTD Gross Income corporate trust and agency$8,00075
Investment management and investment advisory agency accounts income$468,000141
Foundation and endowment and agency accounts income$143,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000296
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,277,000194
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
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$1,641,000182
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$109,000234
YTD Gross Income employee benefit defined benefit$0260
YTD Gross Income from other retirement accounts$439,000184
YTD Gross Income corporate trust and agency$15,000120
Investment management and investment advisory agency accounts income$2,251,000124
Foundation and endowment and agency accounts income$685,00064
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$23,000376
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$5,163,000178
YTD fiduciary expense (Dec. only)$2,827,000208
YTD fiduciary net loss (Dec. only)$1,000175
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$2,335,000130
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$1,317,000172
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$74,000220
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$367,000158
YTD Gross Income corporate trust and agency$16,00083
Investment management and investment advisory agency accounts income$1,452,000130
Foundation and endowment and agency accounts income$426,00070
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000286
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,674,000186
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
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$871,000174
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$62,000207
YTD Gross Income employee benefit defined benefit$0216
YTD Gross Income from other retirement accounts$266,000150
YTD Gross Income corporate trust and agency$16,00077
Investment management and investment advisory agency accounts income$901,000135
Foundation and endowment and agency accounts income$307,00066
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000278
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,440,000184
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
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$409,000177
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000205
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$125,000159
YTD Gross Income corporate trust and agency$12,00066
Investment management and investment advisory agency accounts income$449,000137
Foundation and endowment and agency accounts income$174,00059
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000287
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,215,000183
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
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$1,789,000158
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$250,000183
YTD Gross Income employee benefit defined benefit$0262
YTD Gross Income from other retirement accounts$445,000165
YTD Gross Income corporate trust and agency$29,000105
Investment management and investment advisory agency accounts income$2,104,000118
Foundation and endowment and agency accounts income$676,00061
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$36,000326
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$5,329,000162
YTD fiduciary expense (Dec. only)$3,000,000187
YTD fiduciary net loss (Dec. only)$7,000137
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$2,322,000118
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$1,109,000185
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$158,000189
YTD Gross Income employee benefit defined benefit$0217
YTD Gross Income from other retirement accounts$253,000195
YTD Gross Income corporate trust and agency$19,00085
Investment management and investment advisory agency accounts income$1,328,000126
Foundation and endowment and agency accounts income$470,00062
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000280
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,359,000185
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
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$779,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$162,000160
YTD Gross Income employee benefit defined benefit$0213
YTD Gross Income from other retirement accounts$189,000188
YTD Gross Income corporate trust and agency$16,00082
Investment management and investment advisory agency accounts income$781,000139
Foundation and endowment and agency accounts income$359,00057
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000273
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$2,303,000182
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$383,000180
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$148,000120
YTD Gross Income employee benefit defined benefit$0205
YTD Gross Income from other retirement accounts$97,000182
YTD Gross Income corporate trust and agency$11,00078
Investment management and investment advisory agency accounts income$330,000164
Foundation and endowment and agency accounts income$311,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000278
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,288,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,364,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$930,00087
YTD Gross Income employee benefit defined benefit$10,000220
YTD Gross Income from other retirement accounts$448,000156
YTD Gross Income corporate trust and agency$12,000139
Investment management and investment advisory agency accounts income$1,404,000137
Foundation and endowment and agency accounts income$565,00066
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$36,000320
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$4,769,000146
YTD fiduciary expense (Dec. only)$3,200,000175
YTD fiduciary net loss (Dec. only)$11,000125
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$1,558,000143
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$992,000195
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$614,00097
YTD Gross Income employee benefit defined benefit$14,000186
YTD Gross Income from other retirement accounts$280,000168
YTD Gross Income corporate trust and agency$10,000106
Investment management and investment advisory agency accounts income$595,000208
Foundation and endowment and agency accounts income$1,008,00036
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000269
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$3,538,000148
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
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$666,000196
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$435,00094
YTD Gross Income employee benefit defined benefit$10,000181
YTD Gross Income from other retirement accounts$187,000172
YTD Gross Income corporate trust and agency$10,000100
Investment management and investment advisory agency accounts income$401,000208
Foundation and endowment and agency accounts income$623,00038
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$17,000269
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,349,000150
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
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$324,000198
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$216,00095
YTD Gross Income employee benefit defined benefit$5,000182
YTD Gross Income from other retirement accounts$96,000174
YTD Gross Income corporate trust and agency$6,00092
Investment management and investment advisory agency accounts income$199,000207
Foundation and endowment and agency accounts income$313,00039
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000273
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,168,000152
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
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$1,847,000149
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$604,000118
YTD Gross Income employee benefit defined benefit$11,000225
YTD Gross Income from other retirement accounts$396,000162
YTD Gross Income corporate trust and agency$16,000132
Investment management and investment advisory agency accounts income$1,713,000118
Foundation and endowment and agency accounts income$251,000104
YTD Gross income other trust and agency accounts$0170
YTD Gross income custody and safekeeping agency accounts$33,000338
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$4,871,000147
YTD fiduciary expense (Dec. only)$3,200,000179
YTD fiduciary net loss (Dec. only)$11,000114
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$1,660,000134
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$1,244,000160
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$386,000129
YTD Gross Income employee benefit defined benefit$9,000197
YTD Gross Income from other retirement accounts$284,000158
YTD Gross Income corporate trust and agency$4,000135
Investment management and investment advisory agency accounts income$828,000159
Foundation and endowment and agency accounts income$287,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000280
YTD Gross income other trust accounts$35,000150
Gross Fiduciary activities income$3,104,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$734,000179
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$227,000138
YTD Gross Income employee benefit defined benefit$8,000186
YTD Gross Income from other retirement accounts$161,000181
YTD Gross Income corporate trust and agency$4,000125
Investment management and investment advisory agency accounts income$447,000186
Foundation and endowment and agency accounts income$414,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000272
YTD Gross income other trust accounts$43,000128
Gross Fiduciary activities income$2,058,000160
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
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$402,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$182,000108
YTD Gross Income employee benefit defined benefit$5,000175
YTD Gross Income from other retirement accounts$120,000139
YTD Gross Income corporate trust and agency$9,00090
Investment management and investment advisory agency accounts income$239,000182
Foundation and endowment and agency accounts income$50,000110
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000274
YTD Gross income other trust accounts$6,000166
Gross Fiduciary activities income$1,023,000160
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
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$1,723,000153
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$536,000118
YTD Gross Income employee benefit defined benefit$12,000226
YTD Gross Income from other retirement accounts$389,000150
YTD Gross Income corporate trust and agency$20,000137
Investment management and investment advisory agency accounts income$1,428,000129
Foundation and endowment and agency accounts income$404,00062
YTD Gross income other trust and agency accounts$0173
YTD Gross income custody and safekeeping agency accounts$4,000445
YTD Gross income other trust accounts$47,000210
Gross Fiduciary activities income$4,563,000152
YTD fiduciary expense (Dec. only)$3,414,000176
YTD fiduciary net loss (Dec. only)$28,00094
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$1,121,000169
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$1,532,000140
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$378,000125
YTD Gross Income employee benefit defined benefit$11,000183
YTD Gross Income from other retirement accounts$269,000157
YTD Gross Income corporate trust and agency$3,000139
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$4,000314
YTD Gross income other trust accounts$47,000157
Gross Fiduciary activities income$3,143,000155
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$949,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$236,000128
YTD Gross Income employee benefit defined benefit$7,000183
YTD Gross Income from other retirement accounts$179,000153
YTD Gross Income corporate trust and agency$10,000106
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$1,000328
YTD Gross income other trust accounts$35,000156
Gross Fiduciary activities income$2,083,000158
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
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$384,000165
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$195,00090
YTD Gross Income employee benefit defined benefit$4,000177
YTD Gross Income from other retirement accounts$119,000123
YTD Gross Income corporate trust and agency$9,00093
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$1,000322
YTD Gross income other trust accounts$11,000164
Gross Fiduciary activities income$1,183,000146
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,787,000157
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
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$3,734,000157
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
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$2,511,000158
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
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,256,000158
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,294,000154
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
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$3,580,000160
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
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,376,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,186,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
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$4,666,000161
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
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$3,441,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,281,000173
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
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,134,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0220
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,623,000168
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,275,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,172,000170
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
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$1,080,000175
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
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,261,000169
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,088,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,051,000175
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
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$1,026,000174
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
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,202,000171
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,028,000183
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
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$2,007,000187
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
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$998,000190
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
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$3,916,000194
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
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$5,000206
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,712,000204
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,407,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,322,000246
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,890,000259
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,729,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,289,000336
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,988,000373
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,932,000377
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,897,000394
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,868,000399
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA