2023-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $48,491,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,496,000 | 31 |
YTD Gross Income employee benefit defined benefit | $4,504,000 | 17 |
YTD Gross Income from other retirement accounts | $25,850,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 114 |
Investment management and investment advisory agency accounts income | $102,073,000 | 49 |
Foundation and endowment and agency accounts income | $6,065,000 | 24 |
YTD Gross income other trust and agency accounts | $3,000 | 85 |
YTD Gross income custody and safekeeping agency accounts | $5,686,000 | 40 |
YTD Gross income other trust accounts | $1,802,000 | 38 |
Gross Fiduciary activities income | $197,970,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2023-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,900,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,171,000 | 32 |
YTD Gross Income employee benefit defined benefit | $3,005,000 | 15 |
YTD Gross Income from other retirement accounts | $17,038,000 | 15 |
YTD Gross Income corporate trust and agency | $0 | 124 |
Investment management and investment advisory agency accounts income | $66,847,000 | 54 |
Foundation and endowment and agency accounts income | $3,983,000 | 24 |
YTD Gross income other trust and agency accounts | $3,000 | 88 |
YTD Gross income custody and safekeeping agency accounts | $3,656,000 | 38 |
YTD Gross income other trust accounts | $49,000 | 128 |
Gross Fiduciary activities income | $128,652,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2023-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,829,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,113,000 | 29 |
YTD Gross Income employee benefit defined benefit | $1,485,000 | 20 |
YTD Gross Income from other retirement accounts | $8,436,000 | 15 |
YTD Gross Income corporate trust and agency | $0 | 97 |
Investment management and investment advisory agency accounts income | $31,909,000 | 15 |
Foundation and endowment and agency accounts income | $1,935,000 | 24 |
YTD Gross income other trust and agency accounts | $0 | 82 |
YTD Gross income custody and safekeeping agency accounts | $1,790,000 | 42 |
YTD Gross income other trust accounts | $852,000 | 34 |
Gross Fiduciary activities income | $62,349,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $54,757,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $4,106,000 | 36 |
YTD Gross Income employee benefit defined benefit | $6,556,000 | 17 |
YTD Gross Income from other retirement accounts | $34,304,000 | 17 |
YTD Gross Income corporate trust and agency | $0 | 150 |
Investment management and investment advisory agency accounts income | $121,389,000 | 15 |
Foundation and endowment and agency accounts income | $7,282,000 | 24 |
YTD Gross income other trust and agency accounts | $23,000 | 79 |
YTD Gross income custody and safekeeping agency accounts | $7,253,000 | 38 |
YTD Gross income other trust accounts | $3,189,000 | 34 |
Gross Fiduciary activities income | $238,859,000 | 27 |
YTD fiduciary expense (Dec. only) | $210,075,000 | 21 |
YTD fiduciary net loss (Dec. only) | $1,172,000 | 15 |
YTD fiduciary intracompany income (Dec. only) | $120,000 | 107 |
YTD net fiduciary income (Dec. only) | $27,732,000 | 44 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,464,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,017,000 | 38 |
YTD Gross Income employee benefit defined benefit | $4,998,000 | 17 |
YTD Gross Income from other retirement accounts | $26,425,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 123 |
Investment management and investment advisory agency accounts income | $92,386,000 | 15 |
Foundation and endowment and agency accounts income | $5,591,000 | 25 |
YTD Gross income other trust and agency accounts | $22,000 | 65 |
YTD Gross income custody and safekeeping agency accounts | $5,546,000 | 39 |
YTD Gross income other trust accounts | $2,365,000 | 35 |
Gross Fiduciary activities income | $182,814,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,295,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,290,000 | 29 |
YTD Gross Income employee benefit defined benefit | $3,357,000 | 12 |
YTD Gross Income from other retirement accounts | $18,206,000 | 15 |
YTD Gross Income corporate trust and agency | $0 | 129 |
Investment management and investment advisory agency accounts income | $62,971,000 | 14 |
Foundation and endowment and agency accounts income | $3,824,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $3,858,000 | 36 |
YTD Gross income other trust accounts | $690,000 | 43 |
Gross Fiduciary activities income | $124,507,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2022-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,893,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,147,000 | 30 |
YTD Gross Income employee benefit defined benefit | $1,630,000 | 14 |
YTD Gross Income from other retirement accounts | $9,452,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 100 |
Investment management and investment advisory agency accounts income | $32,189,000 | 14 |
Foundation and endowment and agency accounts income | $1,870,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,057,000 | 36 |
YTD Gross income other trust accounts | $1,207,000 | 26 |
Gross Fiduciary activities income | $64,452,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2021-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $61,486,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $9,531,000 | 17 |
YTD Gross Income employee benefit defined benefit | $6,801,000 | 12 |
YTD Gross Income from other retirement accounts | $37,439,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $124,291,000 | 15 |
Foundation and endowment and agency accounts income | $7,156,000 | 22 |
YTD Gross income other trust and agency accounts | $43,000 | 52 |
YTD Gross income custody and safekeeping agency accounts | $11,325,000 | 29 |
YTD Gross income other trust accounts | $2,162,000 | 36 |
Gross Fiduciary activities income | $260,234,000 | 22 |
YTD fiduciary expense (Dec. only) | $189,691,000 | 18 |
YTD fiduciary net loss (Dec. only) | $527,000 | 23 |
YTD fiduciary intracompany income (Dec. only) | $39,000 | 108 |
YTD net fiduciary income (Dec. only) | $70,055,000 | 25 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $46,385,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,126,000 | 17 |
YTD Gross Income employee benefit defined benefit | $5,110,000 | 12 |
YTD Gross Income from other retirement accounts | $27,807,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $92,184,000 | 14 |
Foundation and endowment and agency accounts income | $5,333,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,910,000 | 28 |
YTD Gross income other trust accounts | $448,000 | 60 |
Gross Fiduciary activities income | $194,335,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2021-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,208,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,867,000 | 14 |
YTD Gross Income employee benefit defined benefit | $3,364,000 | 13 |
YTD Gross Income from other retirement accounts | $18,194,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 135 |
Investment management and investment advisory agency accounts income | $60,478,000 | 15 |
Foundation and endowment and agency accounts income | $3,518,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,347,000 | 29 |
YTD Gross income other trust accounts | $90,000 | 97 |
Gross Fiduciary activities income | $128,088,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 9 |
2021-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,664,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $3,068,000 | 13 |
YTD Gross Income employee benefit defined benefit | $1,675,000 | 14 |
YTD Gross Income from other retirement accounts | $8,924,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 108 |
Investment management and investment advisory agency accounts income | $28,932,000 | 16 |
Foundation and endowment and agency accounts income | $1,731,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,759,000 | 30 |
YTD Gross income other trust accounts | $1,140,000 | 26 |
Gross Fiduciary activities income | $62,903,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $57,328,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,870,000 | 14 |
YTD Gross Income employee benefit defined benefit | $6,237,000 | 11 |
YTD Gross Income from other retirement accounts | $31,761,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 151 |
Investment management and investment advisory agency accounts income | $107,600,000 | 15 |
Foundation and endowment and agency accounts income | $6,353,000 | 21 |
YTD Gross income other trust and agency accounts | $39,000 | 49 |
YTD Gross income custody and safekeeping agency accounts | $10,803,000 | 30 |
YTD Gross income other trust accounts | $2,099,000 | 36 |
Gross Fiduciary activities income | $233,090,000 | 24 |
YTD fiduciary expense (Dec. only) | $180,056,000 | 20 |
YTD fiduciary net loss (Dec. only) | $385,000 | 29 |
YTD fiduciary intracompany income (Dec. only) | $408,000 | 63 |
YTD net fiduciary income (Dec. only) | $53,057,000 | 25 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,779,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,062,000 | 14 |
YTD Gross Income employee benefit defined benefit | $4,659,000 | 11 |
YTD Gross Income from other retirement accounts | $23,372,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 122 |
Investment management and investment advisory agency accounts income | $80,257,000 | 15 |
Foundation and endowment and agency accounts income | $4,728,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $7,971,000 | 30 |
YTD Gross income other trust accounts | $1,675,000 | 33 |
Gross Fiduciary activities income | $173,532,000 | 23 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2020-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,295,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,293,000 | 14 |
YTD Gross Income employee benefit defined benefit | $3,088,000 | 11 |
YTD Gross Income from other retirement accounts | $15,303,000 | 16 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $53,325,000 | 15 |
Foundation and endowment and agency accounts income | $3,164,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,471,000 | 29 |
YTD Gross income other trust accounts | $564,000 | 53 |
Gross Fiduciary activities income | $115,523,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 9 |
2020-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,474,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,655,000 | 14 |
YTD Gross Income employee benefit defined benefit | $1,567,000 | 11 |
YTD Gross Income from other retirement accounts | $7,862,000 | 15 |
YTD Gross Income corporate trust and agency | $0 | 109 |
Investment management and investment advisory agency accounts income | $26,730,000 | 15 |
Foundation and endowment and agency accounts income | $1,657,000 | 20 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,797,000 | 30 |
YTD Gross income other trust accounts | $208,000 | 49 |
Gross Fiduciary activities income | $57,959,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 9 |
2019-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $57,076,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,697,000 | 15 |
YTD Gross Income employee benefit defined benefit | $6,170,000 | 12 |
YTD Gross Income from other retirement accounts | $30,024,000 | 15 |
YTD Gross Income corporate trust and agency | $1,000 | 128 |
Investment management and investment advisory agency accounts income | $103,816,000 | 13 |
Foundation and endowment and agency accounts income | $6,194,000 | 22 |
YTD Gross income other trust and agency accounts | $47,000 | 56 |
YTD Gross income custody and safekeeping agency accounts | $11,428,000 | 26 |
YTD Gross income other trust accounts | $3,391,000 | 29 |
Gross Fiduciary activities income | $228,844,000 | 21 |
YTD fiduciary expense (Dec. only) | $185,109,000 | 18 |
YTD fiduciary net loss (Dec. only) | $312,000 | 30 |
YTD fiduciary intracompany income (Dec. only) | $119,000 | 98 |
YTD net fiduciary income (Dec. only) | $43,542,000 | 26 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $42,902,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $7,944,000 | 16 |
YTD Gross Income employee benefit defined benefit | $4,555,000 | 13 |
YTD Gross Income from other retirement accounts | $22,259,000 | 15 |
YTD Gross Income corporate trust and agency | $1,000 | 107 |
Investment management and investment advisory agency accounts income | $77,204,000 | 13 |
Foundation and endowment and agency accounts income | $4,461,000 | 24 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,548,000 | 27 |
YTD Gross income other trust accounts | $2,783,000 | 27 |
Gross Fiduciary activities income | $170,694,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,511,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,249,000 | 16 |
YTD Gross Income employee benefit defined benefit | $3,023,000 | 13 |
YTD Gross Income from other retirement accounts | $14,701,000 | 15 |
YTD Gross Income corporate trust and agency | $1,000 | 113 |
Investment management and investment advisory agency accounts income | $51,381,000 | 13 |
Foundation and endowment and agency accounts income | $2,813,000 | 24 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,905,000 | 27 |
YTD Gross income other trust accounts | $1,479,000 | 32 |
Gross Fiduciary activities income | $114,084,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2019-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $13,756,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,619,000 | 17 |
YTD Gross Income employee benefit defined benefit | $1,469,000 | 13 |
YTD Gross Income from other retirement accounts | $7,248,000 | 15 |
YTD Gross Income corporate trust and agency | $1,000 | 97 |
Investment management and investment advisory agency accounts income | $24,717,000 | 14 |
Foundation and endowment and agency accounts income | $1,149,000 | 27 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,794,000 | 29 |
YTD Gross income other trust accounts | $2,665,000 | 18 |
Gross Fiduciary activities income | $56,426,000 | 21 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $61,342,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $11,510,000 | 17 |
YTD Gross Income employee benefit defined benefit | $6,477,000 | 13 |
YTD Gross Income from other retirement accounts | $29,225,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 159 |
Investment management and investment advisory agency accounts income | $101,191,000 | 12 |
Foundation and endowment and agency accounts income | $6,668,000 | 19 |
YTD Gross income other trust and agency accounts | $44,000 | 69 |
YTD Gross income custody and safekeeping agency accounts | $12,070,000 | 26 |
YTD Gross income other trust accounts | $3,668,000 | 26 |
Gross Fiduciary activities income | $232,196,000 | 22 |
YTD fiduciary expense (Dec. only) | $186,586,000 | 18 |
YTD fiduciary net loss (Dec. only) | $615,000 | 25 |
YTD fiduciary intracompany income (Dec. only) | $37,000 | 128 |
YTD net fiduciary income (Dec. only) | $45,032,000 | 28 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $46,597,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $8,894,000 | 17 |
YTD Gross Income employee benefit defined benefit | $4,994,000 | 12 |
YTD Gross Income from other retirement accounts | $21,837,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $76,332,000 | 12 |
Foundation and endowment and agency accounts income | $4,907,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $8,913,000 | 26 |
YTD Gross income other trust accounts | $2,255,000 | 28 |
Gross Fiduciary activities income | $174,763,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $31,948,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $5,926,000 | 17 |
YTD Gross Income employee benefit defined benefit | $3,359,000 | 12 |
YTD Gross Income from other retirement accounts | $14,332,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 115 |
Investment management and investment advisory agency accounts income | $51,140,000 | 13 |
Foundation and endowment and agency accounts income | $3,145,000 | 18 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $5,973,000 | 27 |
YTD Gross income other trust accounts | $559,000 | 48 |
Gross Fiduciary activities income | $116,406,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2018-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $14,855,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,998,000 | 17 |
YTD Gross Income employee benefit defined benefit | $1,656,000 | 13 |
YTD Gross Income from other retirement accounts | $7,094,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 110 |
Investment management and investment advisory agency accounts income | $25,359,000 | 13 |
Foundation and endowment and agency accounts income | $1,353,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,804,000 | 27 |
YTD Gross income other trust accounts | $2,002,000 | 20 |
Gross Fiduciary activities income | $58,132,000 | 20 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $70,023,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $11,898,000 | 15 |
YTD Gross Income employee benefit defined benefit | $6,983,000 | 13 |
YTD Gross Income from other retirement accounts | $25,390,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 179 |
Investment management and investment advisory agency accounts income | $98,345,000 | 12 |
Foundation and endowment and agency accounts income | $6,366,000 | 19 |
YTD Gross income other trust and agency accounts | $39,000 | 82 |
YTD Gross income custody and safekeeping agency accounts | $38,365,000 | 15 |
YTD Gross income other trust accounts | $6,224,000 | 20 |
Gross Fiduciary activities income | $263,634,000 | 16 |
YTD fiduciary expense (Dec. only) | $204,707,000 | 18 |
YTD fiduciary net loss (Dec. only) | $938,000 | 19 |
YTD fiduciary intracompany income (Dec. only) | $111,000 | 112 |
YTD net fiduciary income (Dec. only) | $58,100,000 | 23 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $53,457,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,406,000 | 66 |
YTD Gross Income employee benefit defined benefit | $6,347,000 | 12 |
YTD Gross Income from other retirement accounts | $18,638,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 128 |
Investment management and investment advisory agency accounts income | $73,234,000 | 12 |
Foundation and endowment and agency accounts income | $4,612,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $39,454,000 | 13 |
YTD Gross income other trust accounts | $4,221,000 | 20 |
Gross Fiduciary activities income | $201,400,000 | 16 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $36,692,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,095,000 | 58 |
YTD Gross Income employee benefit defined benefit | $4,085,000 | 11 |
YTD Gross Income from other retirement accounts | $12,305,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 120 |
Investment management and investment advisory agency accounts income | $48,882,000 | 12 |
Foundation and endowment and agency accounts income | $3,018,000 | 20 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $25,695,000 | 13 |
YTD Gross income other trust accounts | $2,959,000 | 20 |
Gross Fiduciary activities income | $134,753,000 | 15 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2017-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $17,661,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $539,000 | 57 |
YTD Gross Income employee benefit defined benefit | $2,144,000 | 12 |
YTD Gross Income from other retirement accounts | $6,076,000 | 14 |
YTD Gross Income corporate trust and agency | $0 | 121 |
Investment management and investment advisory agency accounts income | $23,822,000 | 12 |
Foundation and endowment and agency accounts income | $1,368,000 | 22 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $13,307,000 | 13 |
YTD Gross income other trust accounts | $1,525,000 | 20 |
Gross Fiduciary activities income | $66,453,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $72,674,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $2,025,000 | 60 |
YTD Gross Income employee benefit defined benefit | $7,941,000 | 13 |
YTD Gross Income from other retirement accounts | $23,904,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 176 |
Investment management and investment advisory agency accounts income | $95,698,000 | 12 |
Foundation and endowment and agency accounts income | $5,861,000 | 19 |
YTD Gross income other trust and agency accounts | $120,000 | 49 |
YTD Gross income custody and safekeeping agency accounts | $53,450,000 | 13 |
YTD Gross income other trust accounts | $7,217,000 | 16 |
Gross Fiduciary activities income | $268,891,000 | 15 |
YTD fiduciary expense (Dec. only) | $208,821,000 | 17 |
YTD fiduciary net loss (Dec. only) | $973,000 | 16 |
YTD fiduciary intracompany income (Dec. only) | $5,000 | 148 |
YTD net fiduciary income (Dec. only) | $59,102,000 | 19 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $55,491,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,512,000 | 58 |
YTD Gross Income employee benefit defined benefit | $5,928,000 | 13 |
YTD Gross Income from other retirement accounts | $17,902,000 | 14 |
YTD Gross Income corporate trust and agency | $0 | 141 |
Investment management and investment advisory agency accounts income | $72,288,000 | 12 |
Foundation and endowment and agency accounts income | $4,323,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $40,474,000 | 13 |
YTD Gross income other trust accounts | $5,380,000 | 18 |
Gross Fiduciary activities income | $203,390,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $37,763,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $953,000 | 61 |
YTD Gross Income employee benefit defined benefit | $3,968,000 | 13 |
YTD Gross Income from other retirement accounts | $11,854,000 | 14 |
YTD Gross Income corporate trust and agency | $0 | 138 |
Investment management and investment advisory agency accounts income | $48,683,000 | 12 |
Foundation and endowment and agency accounts income | $2,718,000 | 21 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $26,569,000 | 13 |
YTD Gross income other trust accounts | $3,286,000 | 19 |
Gross Fiduciary activities income | $135,855,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2016-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $18,050,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $449,000 | 62 |
YTD Gross Income employee benefit defined benefit | $1,931,000 | 13 |
YTD Gross Income from other retirement accounts | $5,875,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 108 |
Investment management and investment advisory agency accounts income | $23,709,000 | 12 |
Foundation and endowment and agency accounts income | $1,162,000 | 23 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $13,758,000 | 13 |
YTD Gross income other trust accounts | $1,529,000 | 19 |
Gross Fiduciary activities income | $66,491,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $76,222,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $33,593,000 | 8 |
YTD Gross Income employee benefit defined benefit | $8,316,000 | 12 |
YTD Gross Income from other retirement accounts | $24,875,000 | 12 |
YTD Gross Income corporate trust and agency | $1,000 | 185 |
Investment management and investment advisory agency accounts income | $105,922,000 | 12 |
Foundation and endowment and agency accounts income | $6,507,000 | 18 |
YTD Gross income other trust and agency accounts | $230,000 | 35 |
YTD Gross income custody and safekeeping agency accounts | $51,963,000 | 14 |
YTD Gross income other trust accounts | $11,304,000 | 16 |
Gross Fiduciary activities income | $318,933,000 | 14 |
YTD fiduciary expense (Dec. only) | $247,603,000 | 16 |
YTD fiduciary net loss (Dec. only) | $1,376,000 | 13 |
YTD fiduciary intracompany income (Dec. only) | $209,000 | 95 |
YTD net fiduciary income (Dec. only) | $70,163,000 | 16 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $57,519,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $32,606,000 | 7 |
YTD Gross Income employee benefit defined benefit | $6,997,000 | 11 |
YTD Gross Income from other retirement accounts | $18,857,000 | 12 |
YTD Gross Income corporate trust and agency | $1,000 | 137 |
Investment management and investment advisory agency accounts income | $81,935,000 | 12 |
Foundation and endowment and agency accounts income | $4,935,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $38,073,000 | 13 |
YTD Gross income other trust accounts | $8,810,000 | 15 |
Gross Fiduciary activities income | $249,932,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $38,938,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $21,646,000 | 7 |
YTD Gross Income employee benefit defined benefit | $4,642,000 | 12 |
YTD Gross Income from other retirement accounts | $12,733,000 | 12 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $56,499,000 | 12 |
Foundation and endowment and agency accounts income | $3,282,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $24,417,000 | 14 |
YTD Gross income other trust accounts | $7,226,000 | 14 |
Gross Fiduciary activities income | $169,504,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2015-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $18,513,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $10,711,000 | 8 |
YTD Gross Income employee benefit defined benefit | $2,479,000 | 12 |
YTD Gross Income from other retirement accounts | $6,291,000 | 12 |
YTD Gross Income corporate trust and agency | $1,000 | 115 |
Investment management and investment advisory agency accounts income | $27,230,000 | 12 |
Foundation and endowment and agency accounts income | $1,499,000 | 19 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,177,000 | 14 |
YTD Gross income other trust accounts | $3,661,000 | 14 |
Gross Fiduciary activities income | $82,618,000 | 14 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $79,725,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $45,648,000 | 5 |
YTD Gross Income employee benefit defined benefit | $10,045,000 | 11 |
YTD Gross Income from other retirement accounts | $24,151,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 188 |
Investment management and investment advisory agency accounts income | $107,584,000 | 11 |
Foundation and endowment and agency accounts income | $7,141,000 | 17 |
YTD Gross income other trust and agency accounts | $362,000 | 28 |
YTD Gross income custody and safekeeping agency accounts | $49,958,000 | 14 |
YTD Gross income other trust accounts | $17,967,000 | 14 |
Gross Fiduciary activities income | $342,582,000 | 13 |
YTD fiduciary expense (Dec. only) | $301,383,000 | 13 |
YTD fiduciary net loss (Dec. only) | $926,000 | 19 |
YTD fiduciary intracompany income (Dec. only) | $331,000 | 72 |
YTD net fiduciary income (Dec. only) | $40,604,000 | 24 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $60,652,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $34,845,000 | 5 |
YTD Gross Income employee benefit defined benefit | $7,534,000 | 11 |
YTD Gross Income from other retirement accounts | $17,905,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 135 |
Investment management and investment advisory agency accounts income | $80,339,000 | 11 |
Foundation and endowment and agency accounts income | $5,260,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $37,538,000 | 14 |
YTD Gross income other trust accounts | $13,222,000 | 14 |
Gross Fiduciary activities income | $257,569,000 | 13 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $41,585,000 | 12 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $23,793,000 | 5 |
YTD Gross Income employee benefit defined benefit | $4,996,000 | 11 |
YTD Gross Income from other retirement accounts | $11,739,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 122 |
Investment management and investment advisory agency accounts income | $53,532,000 | 11 |
Foundation and endowment and agency accounts income | $3,420,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $24,551,000 | 14 |
YTD Gross income other trust accounts | $8,716,000 | 14 |
Gross Fiduciary activities income | $172,514,000 | 13 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2014-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $20,217,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,224,000 | 6 |
YTD Gross Income employee benefit defined benefit | $2,486,000 | 12 |
YTD Gross Income from other retirement accounts | $5,804,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 108 |
Investment management and investment advisory agency accounts income | $25,707,000 | 11 |
Foundation and endowment and agency accounts income | $1,641,000 | 17 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $12,394,000 | 13 |
YTD Gross income other trust accounts | $4,189,000 | 13 |
Gross Fiduciary activities income | $84,753,000 | 13 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 9 |
2013-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $80,668,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $46,916,000 | 6 |
YTD Gross Income employee benefit defined benefit | $9,988,000 | 14 |
YTD Gross Income from other retirement accounts | $21,752,000 | 14 |
YTD Gross Income corporate trust and agency | $2,000 | 175 |
Investment management and investment advisory agency accounts income | $98,518,000 | 10 |
Foundation and endowment and agency accounts income | $6,270,000 | 16 |
YTD Gross income other trust and agency accounts | $481,000 | 23 |
YTD Gross income custody and safekeeping agency accounts | $53,689,000 | 13 |
YTD Gross income other trust accounts | $18,000,000 | 15 |
Gross Fiduciary activities income | $336,284,000 | 13 |
YTD fiduciary expense (Dec. only) | $251,465,000 | 15 |
YTD fiduciary net loss (Dec. only) | $1,094,000 | 13 |
YTD fiduciary intracompany income (Dec. only) | $470,000 | 61 |
YTD net fiduciary income (Dec. only) | $84,195,000 | 12 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $60,890,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $34,606,000 | 6 |
YTD Gross Income employee benefit defined benefit | $7,358,000 | 14 |
YTD Gross Income from other retirement accounts | $16,066,000 | 14 |
YTD Gross Income corporate trust and agency | $1,000 | 127 |
Investment management and investment advisory agency accounts income | $73,321,000 | 10 |
Foundation and endowment and agency accounts income | $4,746,000 | 16 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $38,948,000 | 13 |
YTD Gross income other trust accounts | $13,304,000 | 15 |
Gross Fiduciary activities income | $249,548,000 | 13 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $39,547,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $22,803,000 | 6 |
YTD Gross Income employee benefit defined benefit | $5,069,000 | 14 |
YTD Gross Income from other retirement accounts | $10,682,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 121 |
Investment management and investment advisory agency accounts income | $48,173,000 | 10 |
Foundation and endowment and agency accounts income | $3,003,000 | 16 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $26,212,000 | 13 |
YTD Gross income other trust accounts | $12,849,000 | 12 |
Gross Fiduciary activities income | $168,607,000 | 13 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2013-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,950,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $13,266,000 | 5 |
YTD Gross Income employee benefit defined benefit | $2,111,000 | 17 |
YTD Gross Income from other retirement accounts | $5,299,000 | 13 |
YTD Gross Income corporate trust and agency | $1,000 | 111 |
Investment management and investment advisory agency accounts income | $23,715,000 | 10 |
Foundation and endowment and agency accounts income | $1,533,000 | 16 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $14,248,000 | 12 |
YTD Gross income other trust accounts | $4,253,000 | 14 |
Gross Fiduciary activities income | $84,535,000 | 12 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2012-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $75,932,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $52,347,000 | 5 |
YTD Gross Income employee benefit defined benefit | $11,134,000 | 13 |
YTD Gross Income from other retirement accounts | $26,214,000 | 12 |
YTD Gross Income corporate trust and agency | $10,000 | 133 |
Investment management and investment advisory agency accounts income | $90,382,000 | 10 |
Foundation and endowment and agency accounts income | $7,607,000 | 14 |
YTD Gross income other trust and agency accounts | $620,000 | 22 |
YTD Gross income custody and safekeeping agency accounts | $48,102,000 | 14 |
YTD Gross income other trust accounts | $27,941,000 | 10 |
Gross Fiduciary activities income | $340,289,000 | 12 |
YTD fiduciary expense (Dec. only) | $278,999,000 | 11 |
YTD fiduciary net loss (Dec. only) | $807,000 | 22 |
YTD fiduciary intracompany income (Dec. only) | $862,000 | 45 |
YTD net fiduciary income (Dec. only) | $61,345,000 | 14 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $56,759,000 | 13 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $39,370,000 | 5 |
YTD Gross Income employee benefit defined benefit | $8,296,000 | 13 |
YTD Gross Income from other retirement accounts | $20,816,000 | 11 |
YTD Gross Income corporate trust and agency | $10,000 | 99 |
Investment management and investment advisory agency accounts income | $67,442,000 | 10 |
Foundation and endowment and agency accounts income | $5,817,000 | 14 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $36,203,000 | 13 |
YTD Gross income other trust accounts | $22,202,000 | 10 |
Gross Fiduciary activities income | $257,342,000 | 12 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $23,431,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $191,000 | 149 |
YTD Gross Income employee benefit defined benefit | $53,000 | 110 |
YTD Gross Income from other retirement accounts | $6,759,000 | 17 |
YTD Gross Income corporate trust and agency | $10,000 | 92 |
Investment management and investment advisory agency accounts income | $25,582,000 | 15 |
Foundation and endowment and agency accounts income | $1,122,000 | 27 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,609,000 | 48 |
YTD Gross income other trust accounts | $0 | 200 |
Gross Fiduciary activities income | $58,758,000 | 28 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2012-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $11,147,000 | 16 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $129,000 | 128 |
YTD Gross Income employee benefit defined benefit | $27,000 | 114 |
YTD Gross Income from other retirement accounts | $3,354,000 | 15 |
YTD Gross Income corporate trust and agency | $10,000 | 79 |
Investment management and investment advisory agency accounts income | $12,202,000 | 16 |
Foundation and endowment and agency accounts income | $553,000 | 27 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $767,000 | 46 |
YTD Gross income other trust accounts | $0 | 188 |
Gross Fiduciary activities income | $28,190,000 | 28 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $49,579,000 | 14 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $1,178,000 | 79 |
YTD Gross Income employee benefit defined benefit | $111,000 | 114 |
YTD Gross Income from other retirement accounts | $12,712,000 | 15 |
YTD Gross Income corporate trust and agency | $34,000 | 105 |
Investment management and investment advisory agency accounts income | $49,492,000 | 15 |
Foundation and endowment and agency accounts income | $2,338,000 | 23 |
YTD Gross income other trust and agency accounts | $5,000 | 137 |
YTD Gross income custody and safekeeping agency accounts | $3,120,000 | 47 |
YTD Gross income other trust accounts | $1,273,000 | 42 |
Gross Fiduciary activities income | $119,842,000 | 24 |
YTD fiduciary expense (Dec. only) | $97,130,000 | 28 |
YTD fiduciary net loss (Dec. only) | $115,000 | 46 |
YTD fiduciary intracompany income (Dec. only) | $660,000 | 49 |
YTD net fiduciary income (Dec. only) | $23,257,000 | 28 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $38,616,000 | 15 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $947,000 | 77 |
YTD Gross Income employee benefit defined benefit | $86,000 | 113 |
YTD Gross Income from other retirement accounts | $9,552,000 | 16 |
YTD Gross Income corporate trust and agency | $26,000 | 83 |
Investment management and investment advisory agency accounts income | $37,712,000 | 15 |
Foundation and endowment and agency accounts income | $1,782,000 | 25 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,412,000 | 46 |
YTD Gross income other trust accounts | $1,270,000 | 37 |
Gross Fiduciary activities income | $92,407,000 | 22 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $21,253,000 | 17 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $677,000 | 71 |
YTD Gross Income employee benefit defined benefit | $58,000 | 110 |
YTD Gross Income from other retirement accounts | $4,984,000 | 19 |
YTD Gross Income corporate trust and agency | $18,000 | 85 |
Investment management and investment advisory agency accounts income | $19,676,000 | 18 |
Foundation and endowment and agency accounts income | $923,000 | 29 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,559,000 | 47 |
YTD Gross income other trust accounts | $783,000 | 38 |
Gross Fiduciary activities income | $49,934,000 | 24 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 10 |
2011-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $10,233,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $346,000 | 69 |
YTD Gross Income employee benefit defined benefit | $27,000 | 115 |
YTD Gross Income from other retirement accounts | $2,459,000 | 19 |
YTD Gross Income corporate trust and agency | $9,000 | 84 |
Investment management and investment advisory agency accounts income | $9,638,000 | 18 |
Foundation and endowment and agency accounts income | $452,000 | 31 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $844,000 | 45 |
YTD Gross income other trust accounts | $135,000 | 59 |
Gross Fiduciary activities income | $24,144,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 9 |
2010-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $39,333,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $912,000 | 89 |
YTD Gross Income employee benefit defined benefit | $139,000 | 109 |
YTD Gross Income from other retirement accounts | $9,065,000 | 18 |
YTD Gross Income corporate trust and agency | $6,000 | 176 |
Investment management and investment advisory agency accounts income | $35,279,000 | 19 |
Foundation and endowment and agency accounts income | $1,588,000 | 33 |
YTD Gross income other trust and agency accounts | $17,000 | 117 |
YTD Gross income custody and safekeeping agency accounts | $3,019,000 | 44 |
YTD Gross income other trust accounts | $754,000 | 54 |
Gross Fiduciary activities income | $90,112,000 | 26 |
YTD fiduciary expense (Dec. only) | $82,917,000 | 32 |
YTD fiduciary net loss (Dec. only) | $214,000 | 40 |
YTD fiduciary intracompany income (Dec. only) | $569,000 | 53 |
YTD net fiduciary income (Dec. only) | $7,550,000 | 47 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $29,362,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $768,000 | 83 |
YTD Gross Income employee benefit defined benefit | $74,000 | 122 |
YTD Gross Income from other retirement accounts | $6,645,000 | 17 |
YTD Gross Income corporate trust and agency | $0 | 164 |
Investment management and investment advisory agency accounts income | $26,048,000 | 19 |
Foundation and endowment and agency accounts income | $1,177,000 | 32 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,307,000 | 43 |
YTD Gross income other trust accounts | $311,000 | 73 |
Gross Fiduciary activities income | $66,708,000 | 26 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $19,557,000 | 18 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $372,000 | 104 |
YTD Gross Income employee benefit defined benefit | $34,000 | 133 |
YTD Gross Income from other retirement accounts | $4,401,000 | 19 |
YTD Gross Income corporate trust and agency | $0 | 158 |
Investment management and investment advisory agency accounts income | $17,108,000 | 20 |
Foundation and endowment and agency accounts income | $746,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,572,000 | 41 |
YTD Gross income other trust accounts | $199,000 | 71 |
Gross Fiduciary activities income | $43,995,000 | 25 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2010-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,993,000 | 19 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $0 | 317 |
YTD Gross Income employee benefit defined benefit | $0 | 224 |
YTD Gross Income from other retirement accounts | $2,147,000 | 18 |
YTD Gross Income corporate trust and agency | $0 | 148 |
Investment management and investment advisory agency accounts income | $8,223,000 | 19 |
Foundation and endowment and agency accounts income | $332,000 | 34 |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $780,000 | 44 |
YTD Gross income other trust accounts | $87,000 | 71 |
Gross Fiduciary activities income | $20,562,000 | 27 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $35,285,000 | 21 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $23,000 | 364 |
YTD Gross Income employee benefit defined benefit | $5,000 | 249 |
YTD Gross Income from other retirement accounts | $8,000,000 | 19 |
YTD Gross Income corporate trust and agency | $102,000 | 83 |
Investment management and investment advisory agency accounts income | $30,179,000 | 22 |
Foundation and endowment and agency accounts income | $1,117,000 | 31 |
YTD Gross income other trust and agency accounts | $0 | 173 |
YTD Gross income custody and safekeeping agency accounts | $3,022,000 | 45 |
YTD Gross income other trust accounts | $991,000 | 52 |
Gross Fiduciary activities income | $78,724,000 | 29 |
YTD fiduciary expense (Dec. only) | $75,155,000 | 31 |
YTD fiduciary net loss (Dec. only) | $228,000 | 35 |
YTD fiduciary intracompany income (Dec. only) | $624,000 | 52 |
YTD net fiduciary income (Dec. only) | $3,965,000 | 72 |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $26,444,000 | 23 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $23,000 | 274 |
YTD Gross Income employee benefit defined benefit | $12,000 | 182 |
YTD Gross Income from other retirement accounts | $6,003,000 | 18 |
YTD Gross Income corporate trust and agency | $100,000 | 71 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $2,211,000 | 47 |
YTD Gross income other trust accounts | $533,000 | 62 |
Gross Fiduciary activities income | $57,886,000 | 31 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $17,976,000 | 20 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $22,000 | 269 |
YTD Gross Income employee benefit defined benefit | $6,000 | 188 |
YTD Gross Income from other retirement accounts | $3,948,000 | 17 |
YTD Gross Income corporate trust and agency | $100,000 | 65 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $1,495,000 | 49 |
YTD Gross income other trust accounts | $370,000 | 66 |
Gross Fiduciary activities income | $38,638,000 | 30 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2009-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | $8,408,000 | 22 |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | $12,000 | 264 |
YTD Gross Income employee benefit defined benefit | $3,000 | 183 |
YTD Gross Income from other retirement accounts | $1,966,000 | 17 |
YTD Gross Income corporate trust and agency | $32,000 | 74 |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | $866,000 | 46 |
YTD Gross income other trust accounts | $194,000 | 59 |
Gross Fiduciary activities income | $18,782,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | $0 | 11 |
2008-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $177,000 | 56 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $87,164,000 | 33 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $67,612,000 | 36 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $45,353,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2008-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $22,836,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $204,000 | 56 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $92,827,000 | 36 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $69,030,000 | 35 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $45,986,000 | 36 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2007-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $21,992,000 | 37 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $126,000 | 68 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $79,445,000 | 38 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $59,385,000 | 40 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $37,690,000 | 42 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2006-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $15,324,000 | 46 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $207,000 | 65 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $92,213,000 | 36 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $69,655,000 | 36 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-06-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $47,093,000 | 35 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2005-03-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,418 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-12-31 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 199 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,582 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-09-30 | Rank |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,547 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-06-30 | Rank |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,518 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2004-03-31 | Rank |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,441 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-12-31 | Rank |
Fiduciary powers granted | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 203 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,641 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-09-30 | Rank |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,599 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-06-30 | Rank |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,577 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2003-03-31 | Rank |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,504 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2002-12-31 | Rank |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 218 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,713 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2001-12-31 | Rank |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | $0 | 240 |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,731 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
2000-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,332 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1999-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $0 | 1,380 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1998-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $43,000 | 1,135 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1997-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $48,000 | 1,178 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1996-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $43,000 | 1,260 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1995-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $45,000 | 1,304 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1994-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $40,000 | 1,350 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1993-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $59,000 | 1,313 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |
1992-12-31 | Rank |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
YTD Gross Income from Personal trust and agency accounts | NA | NA |
Employee benefit and retirement-related trust and agency accounts |
YTD Gross Income employee benefit defined contribution | NA | NA |
YTD Gross Income employee benefit defined benefit | NA | NA |
YTD Gross Income from other retirement accounts | NA | NA |
YTD Gross Income corporate trust and agency | NA | NA |
Investment management and investment advisory agency accounts income | NA | NA |
Foundation and endowment and agency accounts income | NA | NA |
YTD Gross income other trust and agency accounts | NA | NA |
YTD Gross income custody and safekeeping agency accounts | NA | NA |
YTD Gross income other trust accounts | NA | NA |
Gross Fiduciary activities income | $47,000 | 1,375 |
YTD fiduciary expense (Dec. only) | NA | NA |
YTD fiduciary net loss (Dec. only) | NA | NA |
YTD fiduciary intracompany income (Dec. only) | NA | NA |
YTD net fiduciary income (Dec. only) | NA | NA |
Memoranda: |
YTD foreign offices total gross fiduciary income | NA | NA |