Home > The Park National Bank > Gross Fiduciary and Related Services Income

The Park National Bank, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$10,297,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,389,00057
YTD Gross Income employee benefit defined benefit$465,00064
YTD Gross Income from other retirement accounts$7,040,00038
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$13,242,000100
Foundation and endowment and agency accounts income$1,050,00079
YTD Gross income other trust and agency accounts$16,00079
YTD Gross income custody and safekeeping agency accounts$975,00079
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$35,474,00081
YTD fiduciary expense (Dec. only)$16,306,00099
YTD fiduciary net loss (Dec. only)$41,000120
YTD fiduciary intracompany income (Dec. only)$0125
YTD net fiduciary income (Dec. only)$19,127,00063
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$7,668,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,801,00057
YTD Gross Income employee benefit defined benefit$447,00056
YTD Gross Income from other retirement accounts$5,259,00038
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$9,842,000105
Foundation and endowment and agency accounts income$782,00081
YTD Gross income other trust and agency accounts$16,00059
YTD Gross income custody and safekeeping agency accounts$716,00083
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$26,531,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,075,00069
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,178,00056
YTD Gross Income employee benefit defined benefit$307,00054
YTD Gross Income from other retirement accounts$3,454,00036
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$6,435,000103
Foundation and endowment and agency accounts income$508,00080
YTD Gross income other trust and agency accounts$16,00051
YTD Gross income custody and safekeeping agency accounts$458,00081
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$17,431,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,504,00077
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$604,00054
YTD Gross Income employee benefit defined benefit$163,00055
YTD Gross Income from other retirement accounts$1,705,00037
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$3,162,00063
Foundation and endowment and agency accounts income$249,00088
YTD Gross income other trust and agency accounts$15,00041
YTD Gross income custody and safekeeping agency accounts$213,00087
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$8,615,00087
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,091,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,425,00059
YTD Gross Income employee benefit defined benefit$672,00057
YTD Gross Income from other retirement accounts$6,601,00037
YTD Gross Income corporate trust and agency$10,00096
Investment management and investment advisory agency accounts income$12,442,00064
Foundation and endowment and agency accounts income$1,001,00087
YTD Gross income other trust and agency accounts$5,000103
YTD Gross income custody and safekeeping agency accounts$844,00085
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$34,091,00088
YTD fiduciary expense (Dec. only)$14,917,000110
YTD fiduciary net loss (Dec. only)$26,000111
YTD fiduciary intracompany income (Dec. only)$0137
YTD net fiduciary income (Dec. only)$19,148,00063
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$7,681,00075
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,892,00059
YTD Gross Income employee benefit defined benefit$512,00056
YTD Gross Income from other retirement accounts$4,980,00038
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$9,403,00064
Foundation and endowment and agency accounts income$759,00086
YTD Gross income other trust and agency accounts$5,00085
YTD Gross income custody and safekeeping agency accounts$630,00087
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$25,872,00090
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
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$5,270,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,310,00051
YTD Gross Income employee benefit defined benefit$355,00051
YTD Gross Income from other retirement accounts$3,366,00034
YTD Gross Income corporate trust and agency$10,00073
Investment management and investment advisory agency accounts income$6,403,00055
Foundation and endowment and agency accounts income$511,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$427,00076
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$17,656,00069
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,506,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$673,00052
YTD Gross Income employee benefit defined benefit$185,00052
YTD Gross Income from other retirement accounts$1,701,00035
YTD Gross Income corporate trust and agency$5,00067
Investment management and investment advisory agency accounts income$3,260,00055
Foundation and endowment and agency accounts income$259,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$205,00077
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$8,797,00068
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,264,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,522,00053
YTD Gross Income employee benefit defined benefit$717,00049
YTD Gross Income from other retirement accounts$6,466,00036
YTD Gross Income corporate trust and agency$21,00082
Investment management and investment advisory agency accounts income$12,620,00056
Foundation and endowment and agency accounts income$959,00079
YTD Gross income other trust and agency accounts$52,00045
YTD Gross income custody and safekeeping agency accounts$828,00075
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$34,449,00071
YTD fiduciary expense (Dec. only)$13,847,00094
YTD fiduciary net loss (Dec. only)$66,00069
YTD fiduciary intracompany income (Dec. only)$0130
YTD net fiduciary income (Dec. only)$20,536,00048
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$7,650,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,878,00054
YTD Gross Income employee benefit defined benefit$522,00048
YTD Gross Income from other retirement accounts$4,770,00038
YTD Gross Income corporate trust and agency$14,00072
Investment management and investment advisory agency accounts income$9,345,00055
Foundation and endowment and agency accounts income$710,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$621,00073
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$25,562,00071
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,013,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,198,00054
YTD Gross Income employee benefit defined benefit$321,00050
YTD Gross Income from other retirement accounts$3,145,00037
YTD Gross Income corporate trust and agency$9,00080
Investment management and investment advisory agency accounts income$6,125,00055
Foundation and endowment and agency accounts income$463,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$425,00074
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$16,742,00070
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,387,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$594,00056
YTD Gross Income employee benefit defined benefit$149,00050
YTD Gross Income from other retirement accounts$1,558,00037
YTD Gross Income corporate trust and agency$4,00073
Investment management and investment advisory agency accounts income$3,009,00057
Foundation and endowment and agency accounts income$224,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$206,00074
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$8,173,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,761,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,114,00059
YTD Gross Income employee benefit defined benefit$536,00054
YTD Gross Income from other retirement accounts$5,271,00041
YTD Gross Income corporate trust and agency$27,00082
Investment management and investment advisory agency accounts income$10,652,00060
Foundation and endowment and agency accounts income$805,00081
YTD Gross income other trust and agency accounts$15,00068
YTD Gross income custody and safekeeping agency accounts$692,00079
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$28,873,00074
YTD fiduciary expense (Dec. only)$12,072,00097
YTD fiduciary net loss (Dec. only)$42,00085
YTD fiduciary intracompany income (Dec. only)$0139
YTD net fiduciary income (Dec. only)$16,759,00045
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$6,550,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,541,00060
YTD Gross Income employee benefit defined benefit$396,00055
YTD Gross Income from other retirement accounts$3,765,00041
YTD Gross Income corporate trust and agency$21,00072
Investment management and investment advisory agency accounts income$7,852,00061
Foundation and endowment and agency accounts income$593,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$508,00081
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$21,241,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,260,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$999,00061
YTD Gross Income employee benefit defined benefit$261,00055
YTD Gross Income from other retirement accounts$2,475,00040
YTD Gross Income corporate trust and agency$18,00073
Investment management and investment advisory agency accounts income$5,157,00061
Foundation and endowment and agency accounts income$387,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$335,00081
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$13,906,00072
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,171,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$529,00060
YTD Gross Income employee benefit defined benefit$135,00054
YTD Gross Income from other retirement accounts$1,252,00039
YTD Gross Income corporate trust and agency$4,00075
Investment management and investment advisory agency accounts income$2,642,00060
Foundation and endowment and agency accounts income$197,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$169,00084
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$7,113,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$9,001,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,920,00062
YTD Gross Income employee benefit defined benefit$523,00059
YTD Gross Income from other retirement accounts$4,735,00040
YTD Gross Income corporate trust and agency$19,00085
Investment management and investment advisory agency accounts income$10,024,00061
Foundation and endowment and agency accounts income$839,00075
YTD Gross income other trust and agency accounts$31,00064
YTD Gross income custody and safekeeping agency accounts$676,00081
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$27,768,00073
YTD fiduciary expense (Dec. only)$9,576,000115
YTD fiduciary net loss (Dec. only)$10,000105
YTD fiduciary intracompany income (Dec. only)$0131
YTD net fiduciary income (Dec. only)$18,182,00039
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$6,757,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,416,00063
YTD Gross Income employee benefit defined benefit$386,00059
YTD Gross Income from other retirement accounts$3,383,00041
YTD Gross Income corporate trust and agency$13,00077
Investment management and investment advisory agency accounts income$7,421,00061
Foundation and endowment and agency accounts income$625,00076
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$473,00083
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$20,500,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,603,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$936,00066
YTD Gross Income employee benefit defined benefit$252,00060
YTD Gross Income from other retirement accounts$2,243,00041
YTD Gross Income corporate trust and agency$10,00083
Investment management and investment advisory agency accounts income$4,874,00059
Foundation and endowment and agency accounts income$415,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$301,00085
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$13,658,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,301,00055
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$448,00069
YTD Gross Income employee benefit defined benefit$122,00061
YTD Gross Income from other retirement accounts$1,100,00042
YTD Gross Income corporate trust and agency$6,00078
Investment management and investment advisory agency accounts income$2,381,00060
Foundation and endowment and agency accounts income$201,00073
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$149,00082
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$6,723,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$8,495,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,033,00059
YTD Gross Income employee benefit defined benefit$526,00066
YTD Gross Income from other retirement accounts$4,304,00042
YTD Gross Income corporate trust and agency$20,00094
Investment management and investment advisory agency accounts income$9,352,00063
Foundation and endowment and agency accounts income$780,00077
YTD Gross income other trust and agency accounts$94,00049
YTD Gross income custody and safekeeping agency accounts$689,00081
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$26,293,00074
YTD fiduciary expense (Dec. only)$9,972,000113
YTD fiduciary net loss (Dec. only)$258,00038
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$16,063,00048
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$6,383,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,517,00061
YTD Gross Income employee benefit defined benefit$372,00066
YTD Gross Income from other retirement accounts$3,114,00042
YTD Gross Income corporate trust and agency$16,00080
Investment management and investment advisory agency accounts income$6,936,00061
Foundation and endowment and agency accounts income$579,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$522,00080
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$19,479,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,389,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$986,00061
YTD Gross Income employee benefit defined benefit$245,00069
YTD Gross Income from other retirement accounts$2,069,00043
YTD Gross Income corporate trust and agency$12,00079
Investment management and investment advisory agency accounts income$4,583,00062
Foundation and endowment and agency accounts income$374,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$368,00079
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$13,061,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,126,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$498,00059
YTD Gross Income employee benefit defined benefit$124,00071
YTD Gross Income from other retirement accounts$1,021,00043
YTD Gross Income corporate trust and agency$9,00074
Investment management and investment advisory agency accounts income$2,244,00062
Foundation and endowment and agency accounts income$186,00075
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,00081
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$6,395,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,752,00056
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,930,00062
YTD Gross Income employee benefit defined benefit$484,00067
YTD Gross Income from other retirement accounts$3,820,00043
YTD Gross Income corporate trust and agency$14,000116
Investment management and investment advisory agency accounts income$8,386,00064
Foundation and endowment and agency accounts income$665,00079
YTD Gross income other trust and agency accounts$49,00075
YTD Gross income custody and safekeeping agency accounts$635,00083
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$23,735,00075
YTD fiduciary expense (Dec. only)$7,444,000127
YTD fiduciary net loss (Dec. only)$38,00080
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$16,253,00046
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$5,793,00057
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,442,00064
YTD Gross Income employee benefit defined benefit$338,00072
YTD Gross Income from other retirement accounts$2,719,00045
YTD Gross Income corporate trust and agency$9,00091
Investment management and investment advisory agency accounts income$6,188,00064
Foundation and endowment and agency accounts income$478,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$471,00082
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$17,471,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,798,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$939,00066
YTD Gross Income employee benefit defined benefit$223,00073
YTD Gross Income from other retirement accounts$1,805,00045
YTD Gross Income corporate trust and agency$6,00091
Investment management and investment advisory agency accounts income$4,111,00064
Foundation and endowment and agency accounts income$311,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$317,00083
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$11,539,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,786,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$465,00066
YTD Gross Income employee benefit defined benefit$110,00072
YTD Gross Income from other retirement accounts$875,00048
YTD Gross Income corporate trust and agency$3,00091
Investment management and investment advisory agency accounts income$1,968,00064
Foundation and endowment and agency accounts income$145,00084
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$156,00082
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$5,514,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,101,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,781,00065
YTD Gross Income employee benefit defined benefit$457,00069
YTD Gross Income from other retirement accounts$3,194,00047
YTD Gross Income corporate trust and agency$16,000108
Investment management and investment advisory agency accounts income$7,693,00065
Foundation and endowment and agency accounts income$550,00086
YTD Gross income other trust and agency accounts$23,00099
YTD Gross income custody and safekeeping agency accounts$585,00086
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$21,400,00078
YTD fiduciary expense (Dec. only)$6,918,000130
YTD fiduciary net loss (Dec. only)$73,00067
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$14,409,00044
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$5,401,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,335,00065
YTD Gross Income employee benefit defined benefit$321,00070
YTD Gross Income from other retirement accounts$2,256,00047
YTD Gross Income corporate trust and agency$11,00092
Investment management and investment advisory agency accounts income$5,687,00065
Foundation and endowment and agency accounts income$408,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$425,00087
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$15,866,00079
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,648,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$877,00064
YTD Gross Income employee benefit defined benefit$211,00071
YTD Gross Income from other retirement accounts$1,483,00048
YTD Gross Income corporate trust and agency$3,000104
Investment management and investment advisory agency accounts income$3,773,00066
Foundation and endowment and agency accounts income$268,00089
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$285,00086
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$10,551,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,788,00058
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$434,00064
YTD Gross Income employee benefit defined benefit$102,00074
YTD Gross Income from other retirement accounts$722,00049
YTD Gross Income corporate trust and agency$3,00092
Investment management and investment advisory agency accounts income$1,805,00068
Foundation and endowment and agency accounts income$128,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$130,00086
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$5,113,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,775,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,802,00062
YTD Gross Income employee benefit defined benefit$459,00069
YTD Gross Income from other retirement accounts$2,884,00050
YTD Gross Income corporate trust and agency$16,000115
Investment management and investment advisory agency accounts income$7,135,00066
Foundation and endowment and agency accounts income$499,00091
YTD Gross income other trust and agency accounts$58,00070
YTD Gross income custody and safekeeping agency accounts$567,00090
YTD Gross income other trust accounts$0298
Gross Fiduciary activities income$20,195,00081
YTD fiduciary expense (Dec. only)$5,213,000153
YTD fiduciary net loss (Dec. only)$32,00080
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$14,950,00041
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$5,093,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,380,00062
YTD Gross Income employee benefit defined benefit$330,00072
YTD Gross Income from other retirement accounts$2,045,00053
YTD Gross Income corporate trust and agency$8,00099
Investment management and investment advisory agency accounts income$5,336,00062
Foundation and endowment and agency accounts income$377,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$428,00088
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$15,054,00080
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,489,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$918,00064
YTD Gross Income employee benefit defined benefit$222,00073
YTD Gross Income from other retirement accounts$1,361,00053
YTD Gross Income corporate trust and agency$8,00094
Investment management and investment advisory agency accounts income$3,550,00063
Foundation and endowment and agency accounts income$269,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$295,00090
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$10,121,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,699,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$431,00063
YTD Gross Income employee benefit defined benefit$108,00073
YTD Gross Income from other retirement accounts$656,00058
YTD Gross Income corporate trust and agency$5,00092
Investment management and investment advisory agency accounts income$1,730,00065
Foundation and endowment and agency accounts income$131,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$145,00088
YTD Gross income other trust accounts$0198
Gross Fiduciary activities income$4,912,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,863,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,721,00064
YTD Gross Income employee benefit defined benefit$428,00071
YTD Gross Income from other retirement accounts$2,486,00055
YTD Gross Income corporate trust and agency$14,000124
Investment management and investment advisory agency accounts income$6,510,00061
Foundation and endowment and agency accounts income$502,00089
YTD Gross income other trust and agency accounts$44,00074
YTD Gross income custody and safekeeping agency accounts$582,00084
YTD Gross income other trust accounts$0296
Gross Fiduciary activities income$19,150,00082
YTD fiduciary expense (Dec. only)$8,236,000116
YTD fiduciary net loss (Dec. only)$70,00061
YTD fiduciary intracompany income (Dec. only)$2,211,00031
YTD net fiduciary income (Dec. only)$13,055,00045
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$5,106,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,281,00064
YTD Gross Income employee benefit defined benefit$300,00074
YTD Gross Income from other retirement accounts$1,751,00059
YTD Gross Income corporate trust and agency$10,000100
Investment management and investment advisory agency accounts income$4,821,00061
Foundation and endowment and agency accounts income$372,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$443,00085
YTD Gross income other trust accounts$0217
Gross Fiduciary activities income$14,100,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,403,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$824,00065
YTD Gross Income employee benefit defined benefit$196,00072
YTD Gross Income from other retirement accounts$1,167,00057
YTD Gross Income corporate trust and agency$7,00096
Investment management and investment advisory agency accounts income$3,212,00062
Foundation and endowment and agency accounts income$246,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$298,00087
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$9,366,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,626,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$397,00066
YTD Gross Income employee benefit defined benefit$96,00078
YTD Gross Income from other retirement accounts$580,00060
YTD Gross Income corporate trust and agency$3,00092
Investment management and investment advisory agency accounts income$1,571,00062
Foundation and endowment and agency accounts income$120,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$143,00089
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$4,541,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,478,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,562,00066
YTD Gross Income employee benefit defined benefit$365,00075
YTD Gross Income from other retirement accounts$2,059,00059
YTD Gross Income corporate trust and agency$11,000130
Investment management and investment advisory agency accounts income$5,596,00063
Foundation and endowment and agency accounts income$453,00088
YTD Gross income other trust and agency accounts$18,00099
YTD Gross income custody and safekeeping agency accounts$591,00087
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$17,133,00085
YTD fiduciary expense (Dec. only)$7,606,000121
YTD fiduciary net loss (Dec. only)$52,00073
YTD fiduciary intracompany income (Dec. only)$578,00058
YTD net fiduciary income (Dec. only)$10,053,00050
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$4,798,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,135,00067
YTD Gross Income employee benefit defined benefit$251,00075
YTD Gross Income from other retirement accounts$1,442,00059
YTD Gross Income corporate trust and agency$7,00099
Investment management and investment advisory agency accounts income$4,122,00060
Foundation and endowment and agency accounts income$334,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$438,00086
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$12,544,00085
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,238,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$768,00066
YTD Gross Income employee benefit defined benefit$165,00077
YTD Gross Income from other retirement accounts$974,00058
YTD Gross Income corporate trust and agency$4,000103
Investment management and investment advisory agency accounts income$2,718,00061
Foundation and endowment and agency accounts income$222,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$302,00084
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$8,404,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,539,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$383,00067
YTD Gross Income employee benefit defined benefit$80,00076
YTD Gross Income from other retirement accounts$480,00058
YTD Gross Income corporate trust and agency$2,000101
Investment management and investment advisory agency accounts income$1,329,00061
Foundation and endowment and agency accounts income$108,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$144,00084
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$4,076,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,394,00059
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,553,00066
YTD Gross Income employee benefit defined benefit$330,00080
YTD Gross Income from other retirement accounts$1,787,00059
YTD Gross Income corporate trust and agency$13,000126
Investment management and investment advisory agency accounts income$4,913,00064
Foundation and endowment and agency accounts income$367,00093
YTD Gross income other trust and agency accounts$22,000104
YTD Gross income custody and safekeeping agency accounts$565,00088
YTD Gross income other trust accounts$12,000231
Gross Fiduciary activities income$15,956,00081
YTD fiduciary expense (Dec. only)$7,243,000117
YTD fiduciary net loss (Dec. only)$34,00085
YTD fiduciary intracompany income (Dec. only)$502,00059
YTD net fiduciary income (Dec. only)$9,181,00045
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$4,873,00060
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,161,00065
YTD Gross Income employee benefit defined benefit$232,00079
YTD Gross Income from other retirement accounts$1,271,00059
YTD Gross Income corporate trust and agency$9,000104
Investment management and investment advisory agency accounts income$3,633,00063
Foundation and endowment and agency accounts income$273,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$415,00087
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$11,888,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,166,00061
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$803,00063
YTD Gross Income employee benefit defined benefit$155,00078
YTD Gross Income from other retirement accounts$856,00059
YTD Gross Income corporate trust and agency$4,000108
Investment management and investment advisory agency accounts income$2,410,00060
Foundation and endowment and agency accounts income$181,00096
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$280,00085
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$7,869,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,534,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$372,00068
YTD Gross Income employee benefit defined benefit$78,00076
YTD Gross Income from other retirement accounts$431,00058
YTD Gross Income corporate trust and agency$4,00090
Investment management and investment advisory agency accounts income$1,198,00060
Foundation and endowment and agency accounts income$88,000101
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$118,00091
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$3,824,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,983,00064
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,378,00070
YTD Gross Income employee benefit defined benefit$326,00079
YTD Gross Income from other retirement accounts$1,645,00056
YTD Gross Income corporate trust and agency$11,000144
Investment management and investment advisory agency accounts income$4,575,00058
Foundation and endowment and agency accounts income$312,000102
YTD Gross income other trust and agency accounts$21,000100
YTD Gross income custody and safekeeping agency accounts$587,00086
YTD Gross income other trust accounts$10,000246
Gross Fiduciary activities income$14,848,00073
YTD fiduciary expense (Dec. only)$6,539,000120
YTD fiduciary net loss (Dec. only)$120,00044
YTD fiduciary intracompany income (Dec. only)$479,00060
YTD net fiduciary income (Dec. only)$8,668,00043
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$4,534,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,050,00069
YTD Gross Income employee benefit defined benefit$233,00079
YTD Gross Income from other retirement accounts$1,201,00057
YTD Gross Income corporate trust and agency$8,000114
Investment management and investment advisory agency accounts income$3,457,00059
Foundation and endowment and agency accounts income$232,000104
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$443,00087
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$11,177,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,094,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$731,00067
YTD Gross Income employee benefit defined benefit$158,00077
YTD Gross Income from other retirement accounts$818,00058
YTD Gross Income corporate trust and agency$6,000116
Investment management and investment advisory agency accounts income$2,326,00059
Foundation and endowment and agency accounts income$149,000105
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$292,00085
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$7,590,00074
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,485,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$383,00067
YTD Gross Income employee benefit defined benefit$78,00082
YTD Gross Income from other retirement accounts$408,00058
YTD Gross Income corporate trust and agency$3,000107
Investment management and investment advisory agency accounts income$1,131,00062
Foundation and endowment and agency accounts income$68,000104
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$136,00092
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$3,693,00073
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,870,00065
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,160,00079
YTD Gross Income employee benefit defined benefit$300,00082
YTD Gross Income from other retirement accounts$1,533,00051
YTD Gross Income corporate trust and agency$20,000125
Investment management and investment advisory agency accounts income$4,052,00065
Foundation and endowment and agency accounts income$222,000113
YTD Gross income other trust and agency accounts$65,00070
YTD Gross income custody and safekeeping agency accounts$534,00097
YTD Gross income other trust accounts$10,000266
Gross Fiduciary activities income$13,766,00073
YTD fiduciary expense (Dec. only)$5,687,000124
YTD fiduciary net loss (Dec. only)$84,00058
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$7,995,00045
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$4,410,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$935,00070
YTD Gross Income employee benefit defined benefit$194,00083
YTD Gross Income from other retirement accounts$1,039,00058
YTD Gross Income corporate trust and agency$14,000107
Investment management and investment advisory agency accounts income$2,981,00066
Foundation and endowment and agency accounts income$164,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$396,00094
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$10,180,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,017,00063
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$671,00071
YTD Gross Income employee benefit defined benefit$131,00083
YTD Gross Income from other retirement accounts$685,00059
YTD Gross Income corporate trust and agency$5,000121
Investment management and investment advisory agency accounts income$1,950,00067
Foundation and endowment and agency accounts income$110,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$294,00088
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$6,896,00075
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,476,00062
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$360,00069
YTD Gross Income employee benefit defined benefit$70,00081
YTD Gross Income from other retirement accounts$339,00056
YTD Gross Income corporate trust and agency$3,000114
Investment management and investment advisory agency accounts income$934,00069
Foundation and endowment and agency accounts income$53,000106
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$142,00090
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$3,394,00076
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$5,410,00067
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,204,00074
YTD Gross Income employee benefit defined benefit$281,00079
YTD Gross Income from other retirement accounts$1,213,00056
YTD Gross Income corporate trust and agency$12,000159
Investment management and investment advisory agency accounts income$3,483,00069
Foundation and endowment and agency accounts income$207,00099
YTD Gross income other trust and agency accounts$66,00071
YTD Gross income custody and safekeeping agency accounts$509,00099
YTD Gross income other trust accounts$6,000284
Gross Fiduciary activities income$12,391,00081
YTD fiduciary expense (Dec. only)$5,874,000121
YTD fiduciary net loss (Dec. only)$20,000111
YTD fiduciary intracompany income (Dec. only)$1,074,00039
YTD net fiduciary income (Dec. only)$7,571,00050
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$4,113,00066
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$860,00075
YTD Gross Income employee benefit defined benefit$179,00081
YTD Gross Income from other retirement accounts$867,00062
YTD Gross Income corporate trust and agency$7,000124
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$372,00097
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$9,013,00082
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,760,00068
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$559,00076
YTD Gross Income employee benefit defined benefit$115,00082
YTD Gross Income from other retirement accounts$567,00060
YTD Gross Income corporate trust and agency$5,000121
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$253,000101
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$5,964,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,327,00070
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$261,00078
YTD Gross Income employee benefit defined benefit$55,00083
YTD Gross Income from other retirement accounts$276,00059
YTD Gross Income corporate trust and agency$2,000119
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$121,000101
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$2,856,00084
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$167,00057
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$13,980,00081
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$10,625,00083
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$4,277,000116
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,125,000117
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$44,000104
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,702,000114
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,410,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,174,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,080,000119
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,000153
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$7,990,000113
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,890,000120
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,952,000123
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,918,000124
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$9,000171
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,953,000126
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$5,120,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,394,000127
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,706,000130
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,000170
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$6,435,000129
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,738,000131
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,169,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,573,000134
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,000184
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$5,974,000137
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,428,000145
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,764,000153
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$1,392,000158
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
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$1,000207
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,936,000167
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$8,000192
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,817,000168
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
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,594,000176
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$4,146,000215
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
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$3,643,000231
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$3,749,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,719,000303
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,339,000349
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,854,000381
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$1,829,000399
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
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$1,620,000429
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA