Home > Webster Bank > Gross Fiduciary and Related Services Income

Webster 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$3,445,000146
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$16,000282
YTD Gross Income employee benefit defined benefit$712,00050
YTD Gross Income from other retirement accounts$805,000190
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts income$3,843,000174
Foundation and endowment and agency accounts income$644,000111
YTD Gross income other trust and agency accounts$2,000102
YTD Gross income custody and safekeeping agency accounts$276,000149
YTD Gross income other trust accounts$2,000200
Gross Fiduciary activities income$9,745,000174
YTD fiduciary expense (Dec. only)$6,189,000188
YTD fiduciary net loss (Dec. only)$33,000130
YTD fiduciary intracompany income (Dec. only)$25,000115
YTD net fiduciary income (Dec. only)$3,548,000152
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,589,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000238
YTD Gross Income employee benefit defined benefit$560,00051
YTD Gross Income from other retirement accounts$591,000184
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$2,757,000175
Foundation and endowment and agency accounts income$481,000108
YTD Gross income other trust and agency accounts$2,00087
YTD Gross income custody and safekeeping agency accounts$189,000153
YTD Gross income other trust accounts$1,000164
Gross Fiduciary activities income$7,181,000176
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
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,787,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000274
YTD Gross Income employee benefit defined benefit$396,00046
YTD Gross Income from other retirement accounts$390,000189
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$1,750,000174
Foundation and endowment and agency accounts income$318,000109
YTD Gross income other trust and agency accounts$2,00091
YTD Gross income custody and safekeeping agency accounts$109,000162
YTD Gross income other trust accounts$1,000188
Gross Fiduciary activities income$4,760,000175
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$845,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000241
YTD Gross Income employee benefit defined benefit$168,00054
YTD Gross Income from other retirement accounts$200,000189
YTD Gross Income corporate trust and agency$097
Investment management and investment advisory agency accounts income$936,000132
Foundation and endowment and agency accounts income$161,000107
YTD Gross income other trust and agency accounts$1,00076
YTD Gross income custody and safekeeping agency accounts$11,000266
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$2,325,000181
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$3,404,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000299
YTD Gross Income employee benefit defined benefit$848,00052
YTD Gross Income from other retirement accounts$821,000189
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$3,796,000136
Foundation and endowment and agency accounts income$630,000111
YTD Gross income other trust and agency accounts$4,000107
YTD Gross income custody and safekeeping agency accounts$45,000298
YTD Gross income other trust accounts$2,000214
Gross Fiduciary activities income$9,564,000183
YTD fiduciary expense (Dec. only)$5,755,000194
YTD fiduciary net loss (Dec. only)$9,000153
YTD fiduciary intracompany income (Dec. only)$29,000126
YTD net fiduciary income (Dec. only)$3,829,000159
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,535,000155
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000259
YTD Gross Income employee benefit defined benefit$677,00050
YTD Gross Income from other retirement accounts$614,000187
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$2,855,000135
Foundation and endowment and agency accounts income$468,000114
YTD Gross income other trust and agency accounts$3,00088
YTD Gross income custody and safekeeping agency accounts$36,000266
YTD Gross income other trust accounts$1,000179
Gross Fiduciary activities income$7,200,000184
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,699,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000281
YTD Gross Income employee benefit defined benefit$517,00042
YTD Gross Income from other retirement accounts$413,000180
YTD Gross Income corporate trust and agency$0129
Investment management and investment advisory agency accounts income$1,960,000120
Foundation and endowment and agency accounts income$319,000103
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$27,000261
YTD Gross income other trust accounts$1,000185
Gross Fiduciary activities income$4,946,000153
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 income$011
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$886,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000244
YTD Gross Income employee benefit defined benefit$283,00037
YTD Gross Income from other retirement accounts$217,000175
YTD Gross Income corporate trust and agency$0100
Investment management and investment advisory agency accounts income$1,046,000118
Foundation and endowment and agency accounts income$169,000102
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000249
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$2,616,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$3,366,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$19,000282
YTD Gross Income employee benefit defined benefit$1,218,00036
YTD Gross Income from other retirement accounts$838,000183
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$4,322,000117
Foundation and endowment and agency accounts income$689,00097
YTD Gross income other trust and agency accounts$4,00091
YTD Gross income custody and safekeeping agency accounts$42,000285
YTD Gross income other trust accounts$2,000197
Gross Fiduciary activities income$10,500,000150
YTD fiduciary expense (Dec. only)$5,866,000156
YTD fiduciary net loss (Dec. only)$0181
YTD fiduciary intracompany income (Dec. only)$37,000109
YTD net fiduciary income (Dec. only)$4,671,000128
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,452,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000245
YTD Gross Income employee benefit defined benefit$911,00038
YTD Gross Income from other retirement accounts$613,000181
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$3,213,000114
Foundation and endowment and agency accounts income$506,00099
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000249
YTD Gross income other trust accounts$1,000160
Gross Fiduciary activities income$7,745,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,595,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000275
YTD Gross Income employee benefit defined benefit$623,00038
YTD Gross Income from other retirement accounts$399,000184
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,134,000112
Foundation and endowment and agency accounts income$330,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000277
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$5,114,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$788,000141
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000241
YTD Gross Income employee benefit defined benefit$272,00039
YTD Gross Income from other retirement accounts$198,000181
YTD Gross Income corporate trust and agency$0108
Investment management and investment advisory agency accounts income$1,072,000111
Foundation and endowment and agency accounts income$168,00090
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000269
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$2,510,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,995,000136
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000292
YTD Gross Income employee benefit defined benefit$1,024,00039
YTD Gross Income from other retirement accounts$690,000184
YTD Gross Income corporate trust and agency$0151
Investment management and investment advisory agency accounts income$3,821,000113
Foundation and endowment and agency accounts income$607,00094
YTD Gross income other trust and agency accounts$4,00090
YTD Gross income custody and safekeeping agency accounts$25,000306
YTD Gross income other trust accounts$1,000216
Gross Fiduciary activities income$9,182,000152
YTD fiduciary expense (Dec. only)$5,594,000156
YTD fiduciary net loss (Dec. only)$5,000143
YTD fiduciary intracompany income (Dec. only)$34,000119
YTD net fiduciary income (Dec. only)$3,617,000128
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,076,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000250
YTD Gross Income employee benefit defined benefit$756,00041
YTD Gross Income from other retirement accounts$497,000180
YTD Gross Income corporate trust and agency$0122
Investment management and investment advisory agency accounts income$2,911,000111
Foundation and endowment and agency accounts income$444,00094
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000263
YTD Gross income other trust accounts$1,000180
Gross Fiduciary activities income$6,719,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,327,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000284
YTD Gross Income employee benefit defined benefit$503,00041
YTD Gross Income from other retirement accounts$320,000191
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,896,000110
Foundation and endowment and agency accounts income$286,00097
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000290
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$4,357,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$658,000150
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000250
YTD Gross Income employee benefit defined benefit$213,00044
YTD Gross Income from other retirement accounts$160,000187
YTD Gross Income corporate trust and agency$0109
Investment management and investment advisory agency accounts income$962,000112
Foundation and endowment and agency accounts income$141,00098
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$5,000277
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$2,143,000160
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,810,000142
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000287
YTD Gross Income employee benefit defined benefit$1,006,00043
YTD Gross Income from other retirement accounts$605,000192
YTD Gross Income corporate trust and agency$0143
Investment management and investment advisory agency accounts income$3,823,000108
Foundation and endowment and agency accounts income$600,00088
YTD Gross income other trust and agency accounts$9,00089
YTD Gross income custody and safekeeping agency accounts$15,000321
YTD Gross income other trust accounts$1,000211
Gross Fiduciary activities income$8,882,000153
YTD fiduciary expense (Dec. only)$6,144,000144
YTD fiduciary net loss (Dec. only)$3,000133
YTD fiduciary intracompany income (Dec. only)$35,000116
YTD net fiduciary income (Dec. only)$2,770,000143
Memoranda:
YTD foreign offices total gross fiduciary income$010
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,096,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000261
YTD Gross Income employee benefit defined benefit$760,00045
YTD Gross Income from other retirement accounts$432,000193
YTD Gross Income corporate trust and agency$0117
Investment management and investment advisory agency accounts income$2,783,000109
Foundation and endowment and agency accounts income$443,00088
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$11,000291
YTD Gross income other trust accounts$1,000188
Gross Fiduciary activities income$6,542,000153
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 income$010
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,381,000143
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000284
YTD Gross Income employee benefit defined benefit$488,00044
YTD Gross Income from other retirement accounts$281,000199
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$1,848,000108
Foundation and endowment and agency accounts income$294,00087
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000319
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,310,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$671,000144
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000283
YTD Gross Income employee benefit defined benefit$230,00043
YTD Gross Income from other retirement accounts$140,000197
YTD Gross Income corporate trust and agency$0114
Investment management and investment advisory agency accounts income$924,000109
Foundation and endowment and agency accounts income$152,00086
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$4,000317
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$2,126,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,630,000145
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000325
YTD Gross Income employee benefit defined benefit$961,00043
YTD Gross Income from other retirement accounts$624,000183
YTD Gross Income corporate trust and agency$0175
Investment management and investment advisory agency accounts income$3,777,000108
Foundation and endowment and agency accounts income$637,00087
YTD Gross income other trust and agency accounts$8,000103
YTD Gross income custody and safekeeping agency accounts$15,000366
YTD Gross income other trust accounts$2,000231
Gross Fiduciary activities income$8,666,000153
YTD fiduciary expense (Dec. only)$6,144,000137
YTD fiduciary net loss (Dec. only)$66,00070
YTD fiduciary intracompany income (Dec. only)$33,000132
YTD net fiduciary income (Dec. only)$2,489,000158
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,981,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000298
YTD Gross Income employee benefit defined benefit$745,00041
YTD Gross Income from other retirement accounts$470,000180
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,875,000108
Foundation and endowment and agency accounts income$484,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000327
YTD Gross income other trust accounts$1,000202
Gross Fiduciary activities income$6,581,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,315,000147
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$6,000297
YTD Gross Income employee benefit defined benefit$514,00041
YTD Gross Income from other retirement accounts$310,000181
YTD Gross Income corporate trust and agency$0134
Investment management and investment advisory agency accounts income$1,902,000106
Foundation and endowment and agency accounts income$320,00085
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000325
YTD Gross income other trust accounts$1,000194
Gross Fiduciary activities income$4,379,000152
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$641,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000297
YTD Gross Income employee benefit defined benefit$220,00045
YTD Gross Income from other retirement accounts$158,000181
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$977,000107
Foundation and endowment and agency accounts income$164,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000322
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$2,168,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,514,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$11,000353
YTD Gross Income employee benefit defined benefit$911,00044
YTD Gross Income from other retirement accounts$472,000209
YTD Gross Income corporate trust and agency$0195
Investment management and investment advisory agency accounts income$3,797,000105
Foundation and endowment and agency accounts income$626,00083
YTD Gross income other trust and agency accounts$10,000117
YTD Gross income custody and safekeeping agency accounts$24,000364
YTD Gross income other trust accounts$2,000272
Gross Fiduciary activities income$8,367,000153
YTD fiduciary expense (Dec. only)$5,860,000141
YTD fiduciary net loss (Dec. only)$1,000170
YTD fiduciary intracompany income (Dec. only)$36,000138
YTD net fiduciary income (Dec. only)$2,542,000145
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,867,000151
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$8,000299
YTD Gross Income employee benefit defined benefit$691,00044
YTD Gross Income from other retirement accounts$353,000205
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,805,000104
Foundation and endowment and agency accounts income$464,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000293
YTD Gross income other trust accounts$2,000198
Gross Fiduciary activities income$6,217,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,242,000154
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$5,000301
YTD Gross Income employee benefit defined benefit$444,00045
YTD Gross Income from other retirement accounts$257,000189
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,828,000104
Foundation and endowment and agency accounts income$308,00082
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000292
YTD Gross income other trust accounts$1,000190
Gross Fiduciary activities income$4,104,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$618,000148
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$3,000293
YTD Gross Income employee benefit defined benefit$206,00046
YTD Gross Income from other retirement accounts$143,000174
YTD Gross Income corporate trust and agency$0121
Investment management and investment advisory agency accounts income$881,000110
Foundation and endowment and agency accounts income$154,00080
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000292
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$2,014,000151
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,769,000134
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$12,000357
YTD Gross Income employee benefit defined benefit$841,00047
YTD Gross Income from other retirement accounts$511,000186
YTD Gross Income corporate trust and agency$0193
Investment management and investment advisory agency accounts income$2,902,000112
Foundation and endowment and agency accounts income$585,00082
YTD Gross income other trust and agency accounts$20,000106
YTD Gross income custody and safekeeping agency accounts$28,000357
YTD Gross income other trust accounts$74,000149
Gross Fiduciary activities income$7,742,000150
YTD fiduciary expense (Dec. only)$5,471,000145
YTD fiduciary net loss (Dec. only)$5,000134
YTD fiduciary intracompany income (Dec. only)$30,000135
YTD net fiduciary income (Dec. only)$2,296,000146
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,084,000130
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$9,000298
YTD Gross Income employee benefit defined benefit$646,00047
YTD Gross Income from other retirement accounts$392,000176
YTD Gross Income corporate trust and agency$0141
Investment management and investment advisory agency accounts income$2,135,000112
Foundation and endowment and agency accounts income$437,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000295
YTD Gross income other trust accounts$72,000128
Gross Fiduciary activities income$5,812,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,372,000133
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$7,000299
YTD Gross Income employee benefit defined benefit$449,00044
YTD Gross Income from other retirement accounts$257,000182
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$1,390,000114
Foundation and endowment and agency accounts income$289,00083
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$14,000294
YTD Gross income other trust accounts$55,000122
Gross Fiduciary activities income$3,843,000150
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$689,000129
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$4,000291
YTD Gross Income employee benefit defined benefit$195,00049
YTD Gross Income from other retirement accounts$135,000172
YTD Gross Income corporate trust and agency$0124
Investment management and investment advisory agency accounts income$697,000116
Foundation and endowment and agency accounts income$146,00081
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000289
YTD Gross income other trust accounts$29,000101
Gross Fiduciary activities income$1,906,000148
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,676,000135
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$48,000298
YTD Gross Income employee benefit defined benefit$830,00048
YTD Gross Income from other retirement accounts$528,000180
YTD Gross Income corporate trust and agency$0200
Investment management and investment advisory agency accounts income$2,663,000121
Foundation and endowment and agency accounts income$616,00079
YTD Gross income other trust and agency accounts$15,000121
YTD Gross income custody and safekeeping agency accounts$28,000366
YTD Gross income other trust accounts$65,000151
Gross Fiduciary activities income$7,469,000155
YTD fiduciary expense (Dec. only)$5,258,000151
YTD fiduciary net loss (Dec. only)$14,000104
YTD fiduciary intracompany income (Dec. only)$28,000134
YTD net fiduciary income (Dec. only)$2,225,000154
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,990,000138
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000249
YTD Gross Income employee benefit defined benefit$636,00048
YTD Gross Income from other retirement accounts$389,000179
YTD Gross Income corporate trust and agency$0150
Investment management and investment advisory agency accounts income$1,968,000119
Foundation and endowment and agency accounts income$467,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000302
YTD Gross income other trust accounts$34,000146
Gross Fiduciary activities income$5,558,000156
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,356,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$25,000257
YTD Gross Income employee benefit defined benefit$445,00049
YTD Gross Income from other retirement accounts$257,000178
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$1,323,000121
Foundation and endowment and agency accounts income$312,00079
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000304
YTD Gross income other trust accounts$17,000156
Gross Fiduciary activities income$3,758,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$687,000137
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000252
YTD Gross Income employee benefit defined benefit$194,00051
YTD Gross Income from other retirement accounts$131,000179
YTD Gross Income corporate trust and agency$0131
Investment management and investment advisory agency accounts income$671,000121
Foundation and endowment and agency accounts income$157,00078
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000300
YTD Gross income other trust accounts$8,000147
Gross Fiduciary activities income$1,873,000157
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,980,000124
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$53,000297
YTD Gross Income employee benefit defined benefit$810,00053
YTD Gross Income from other retirement accounts$630,000154
YTD Gross Income corporate trust and agency$0208
Investment management and investment advisory agency accounts income$2,957,000107
Foundation and endowment and agency accounts income$645,00075
YTD Gross income other trust and agency accounts$14,000117
YTD Gross income custody and safekeeping agency accounts$32,000347
YTD Gross income other trust accounts$32,000186
Gross Fiduciary activities income$8,153,000140
YTD fiduciary expense (Dec. only)$5,281,000154
YTD fiduciary net loss (Dec. only)$103,00045
YTD fiduciary intracompany income (Dec. only)$29,000136
YTD net fiduciary income (Dec. only)$2,798,000121
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,258,000126
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$39,000256
YTD Gross Income employee benefit defined benefit$610,00052
YTD Gross Income from other retirement accounts$497,000143
YTD Gross Income corporate trust and agency$0146
Investment management and investment advisory agency accounts income$2,292,000101
Foundation and endowment and agency accounts income$479,00074
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000292
YTD Gross income other trust accounts$25,000165
Gross Fiduciary activities income$6,235,000135
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,533,000122
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000253
YTD Gross Income employee benefit defined benefit$420,00053
YTD Gross Income from other retirement accounts$366,000130
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$1,639,00097
Foundation and endowment and agency accounts income$315,00072
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000296
YTD Gross income other trust accounts$17,000158
Gross Fiduciary activities income$4,341,000133
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$784,000118
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000254
YTD Gross Income employee benefit defined benefit$187,00055
YTD Gross Income from other retirement accounts$194,000119
YTD Gross Income corporate trust and agency$0126
Investment management and investment advisory agency accounts income$849,00093
Foundation and endowment and agency accounts income$165,00065
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000284
YTD Gross income other trust accounts$9,000146
Gross Fiduciary activities income$2,218,000131
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 income$09
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$3,224,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$63,000281
YTD Gross Income employee benefit defined benefit$755,00053
YTD Gross Income from other retirement accounts$718,000122
YTD Gross Income corporate trust and agency$0201
Investment management and investment advisory agency accounts income$3,818,00079
Foundation and endowment and agency accounts income$644,00067
YTD Gross income other trust and agency accounts$16,000105
YTD Gross income custody and safekeeping agency accounts$49,000298
YTD Gross income other trust accounts$33,000186
Gross Fiduciary activities income$9,320,000129
YTD fiduciary expense (Dec. only)$5,075,000151
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$30,000136
YTD net fiduciary income (Dec. only)$4,275,00088
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$2,330,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$47,000248
YTD Gross Income employee benefit defined benefit$566,00051
YTD Gross Income from other retirement accounts$527,000122
YTD Gross Income corporate trust and agency$0135
Investment management and investment advisory agency accounts income$2,983,00075
Foundation and endowment and agency accounts income$483,00063
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$39,000246
YTD Gross income other trust accounts$25,000156
Gross Fiduciary activities income$7,012,000128
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,558,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$32,000246
YTD Gross Income employee benefit defined benefit$390,00051
YTD Gross Income from other retirement accounts$345,000122
YTD Gross Income corporate trust and agency$0136
Investment management and investment advisory agency accounts income$2,097,00069
Foundation and endowment and agency accounts income$341,00060
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$30,000243
YTD Gross income other trust accounts$16,000159
Gross Fiduciary activities income$4,817,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$768,000110
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$17,000245
YTD Gross Income employee benefit defined benefit$165,00052
YTD Gross Income from other retirement accounts$169,000123
YTD Gross Income corporate trust and agency$0123
Investment management and investment advisory agency accounts income$1,016,00071
Foundation and endowment and agency accounts income$177,00058
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000213
YTD Gross income other trust accounts$8,000141
Gross Fiduciary activities income$2,345,000125
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$3,032,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$54,000289
YTD Gross Income employee benefit defined benefit$671,00058
YTD Gross Income from other retirement accounts$628,000121
YTD Gross Income corporate trust and agency$0213
Investment management and investment advisory agency accounts income$3,689,00075
Foundation and endowment and agency accounts income$889,00052
YTD Gross income other trust and agency accounts$16,000117
YTD Gross income custody and safekeeping agency accounts$74,000249
YTD Gross income other trust accounts$38,000180
Gross Fiduciary activities income$9,091,000117
YTD fiduciary expense (Dec. only)$5,290,000139
YTD fiduciary net loss (Dec. only)$6,000139
YTD fiduciary intracompany income (Dec. only)$32,000133
YTD net fiduciary income (Dec. only)$3,827,00086
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$2,292,000106
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000247
YTD Gross Income employee benefit defined benefit$512,00058
YTD Gross Income from other retirement accounts$467,000119
YTD Gross Income corporate trust and agency$0142
Investment management and investment advisory agency accounts income$2,721,00074
Foundation and endowment and agency accounts income$681,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000219
YTD Gross income other trust accounts$29,000143
Gross Fiduciary activities income$6,811,000116
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 income$011
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$1,508,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000250
YTD Gross Income employee benefit defined benefit$359,00056
YTD Gross Income from other retirement accounts$306,000128
YTD Gross Income corporate trust and agency$0137
Investment management and investment advisory agency accounts income$1,780,00074
Foundation and endowment and agency accounts income$457,00050
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000220
YTD Gross income other trust accounts$20,000143
Gross Fiduciary activities income$4,503,000116
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 income$011
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$774,000102
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$13,000251
YTD Gross Income employee benefit defined benefit$163,00058
YTD Gross Income from other retirement accounts$154,000125
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$903,00074
Foundation and endowment and agency accounts income$218,00051
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$21,000206
YTD Gross income other trust accounts$9,000136
Gross Fiduciary activities income$2,259,000117
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 income$010
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$2,959,000103
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$55,000291
YTD Gross Income employee benefit defined benefit$663,00054
YTD Gross Income from other retirement accounts$595,000123
YTD Gross Income corporate trust and agency$0228
Investment management and investment advisory agency accounts income$3,075,00076
Foundation and endowment and agency accounts income$863,00048
YTD Gross income other trust and agency accounts$17,000110
YTD Gross income custody and safekeeping agency accounts$73,000244
YTD Gross income other trust accounts$59,000166
Gross Fiduciary activities income$8,359,000110
YTD fiduciary expense (Dec. only)$7,438,000112
YTD fiduciary net loss (Dec. only)$58,00076
YTD fiduciary intracompany income (Dec. only)$120,000101
YTD net fiduciary income (Dec. only)$983,000197
Memoranda:
YTD foreign offices total gross fiduciary income$010
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,197,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$43,000247
YTD Gross Income employee benefit defined benefit$511,00056
YTD Gross Income from other retirement accounts$444,000128
YTD Gross Income corporate trust and agency$0157
Investment management and investment advisory agency accounts income$2,282,00079
Foundation and endowment and agency accounts income$653,00049
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000225
YTD Gross income other trust accounts$49,000137
Gross Fiduciary activities income$6,246,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$1,505,000108
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000251
YTD Gross Income employee benefit defined benefit$343,00056
YTD Gross Income from other retirement accounts$297,000129
YTD Gross Income corporate trust and agency$0154
Investment management and investment advisory agency accounts income$1,528,00079
Foundation and endowment and agency accounts income$449,00048
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$36,000228
YTD Gross income other trust accounts$27,000144
Gross Fiduciary activities income$4,224,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$010
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$730,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$14,000257
YTD Gross Income employee benefit defined benefit$174,00056
YTD Gross Income from other retirement accounts$145,000132
YTD Gross Income corporate trust and agency$0138
Investment management and investment advisory agency accounts income$792,00077
Foundation and endowment and agency accounts income$189,00054
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000236
YTD Gross income other trust accounts$8,000156
Gross Fiduciary activities income$2,075,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$09
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$2,788,000105
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$42,000326
YTD Gross Income employee benefit defined benefit$606,00058
YTD Gross Income from other retirement accounts$501,000141
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$2,867,00080
Foundation and endowment and agency accounts income$839,00047
YTD Gross income other trust and agency accounts$18,000113
YTD Gross income custody and safekeeping agency accounts$86,000252
YTD Gross income other trust accounts$28,000214
Gross Fiduciary activities income$7,775,000107
YTD fiduciary expense (Dec. only)$6,493,000118
YTD fiduciary net loss (Dec. only)$1,000179
YTD fiduciary intracompany income (Dec. only)$145,00091
YTD net fiduciary income (Dec. only)$1,426,000148
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,035,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$30,000263
YTD Gross Income employee benefit defined benefit$454,00059
YTD Gross Income from other retirement accounts$374,000137
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$2,150,00079
Foundation and endowment and agency accounts income$640,00044
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000219
YTD Gross income other trust accounts$20,000168
Gross Fiduciary activities income$5,784,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,348,000107
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$20,000268
YTD Gross Income employee benefit defined benefit$305,00058
YTD Gross Income from other retirement accounts$244,000140
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$1,425,00080
Foundation and endowment and agency accounts income$417,00043
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$45,000224
YTD Gross income other trust accounts$13,000170
Gross Fiduciary activities income$3,826,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$691,000104
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$10,000262
YTD Gross Income employee benefit defined benefit$148,00059
YTD Gross Income from other retirement accounts$119,000140
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$734,00079
Foundation and endowment and agency accounts income$205,00042
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$25,000215
YTD Gross income other trust accounts$7,000163
Gross Fiduciary activities income$1,944,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$2,994,00098
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$52,000307
YTD Gross Income employee benefit defined benefit$464,00063
YTD Gross Income from other retirement accounts$427,000139
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$2,726,00079
Foundation and endowment and agency accounts income$760,00038
YTD Gross income other trust and agency accounts$18,000119
YTD Gross income custody and safekeeping agency accounts$96,000237
YTD Gross income other trust accounts$35,000223
Gross Fiduciary activities income$7,572,000106
YTD fiduciary expense (Dec. only)$6,474,000117
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$127,00094
YTD net fiduciary income (Dec. only)$1,225,000158
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$2,467,00092
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$40,000253
YTD Gross Income employee benefit defined benefit$318,00063
YTD Gross Income from other retirement accounts$321,000137
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$76,000211
YTD Gross income other trust accounts$28,000172
Gross Fiduciary activities income$5,549,000106
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,599,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$27,000258
YTD Gross Income employee benefit defined benefit$201,00064
YTD Gross Income from other retirement accounts$206,000136
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$52,000213
YTD Gross income other trust accounts$23,000173
Gross Fiduciary activities income$3,596,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary income$011
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$770,00096
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$15,000255
YTD Gross Income employee benefit defined benefit$102,00063
YTD Gross Income from other retirement accounts$99,000140
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$26,000208
YTD Gross income other trust accounts$5,000183
Gross Fiduciary activities income$1,734,000113
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 income$011
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$20,000131
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,555,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$6,688,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,531,000111
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,288,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$23,000131
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,798,000103
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$7,370,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,900,000107
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$2,406,000105
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,000164
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$9,666,000102
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,204,000108
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$4,794,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$2,409,000110
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$3,000193
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$8,518,000112
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$6,151,000113
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
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$3,846,000116
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
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$1,877,000122
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$7,982,000116
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
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$5,981,000117
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
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$3,889,000121
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,000176
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$3,000191
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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 incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$815,000526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities incomeNANA
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$86,0001,193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
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$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. 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$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA