Boston Trust & Investment Management Company in Boston, Massachusetts (MA)
Overview, Financial Summary, Detailed Financial Reports, Branches


Boston Trust & Investment Management Company - Overview

  • General
  • FDIC Certificate #: 18342
    Status: Active
    Federal Reserve ID: 972406
    Date Established: December 14, 1960
    WWW: http://www.bostontrust.com
    Trust Powers Granted: Yes
    Bank Charter Class: Commercial bank, state charter and Fed nonmember, supervised by the FDIC
    Offices: 1 (Domestic: 1, Interstate: No)
    FDIC's unique #: 12256
    Numeric code: 21
    Regulator: FDIC
    Insurance Fund Membership: Deposit Insurance Fund (DIF)
    Insured commercial Banks: Yes
    FDIC Insured: Yes
    Deposit Insurance Fund member: Yes
    Ownership Type: Non-Stock
    FFIEC Call Report 31 Filer: No
    State Chartered: Yes
    Subchapter S Corporations: Yes
    Asset Concentration Hierarchy: Other Specialized Lending < 1 Billion
    Date of Deposit Insurance: December 14, 1960
    Last Structure Change Effective Date: September 07, 2006
    Last Structure Change Process Date: September 08, 2006
    Last Data Update: September 08, 2006
    Data Source Date: April 05, 2012
  • Location
  • Address: One Beacon Street, 33rd Floor, Boston, MA 2108
    County: Suffolk
    Quarterly Banking Profile Region: New York
    FDIC Geographic Region: New York
    FDIC Supervisory Region: New York
    FDIC Field Office: South Boston
    Office of the Comptroller the Currency (OCC) District: Northeast
    Office of Thrift Supervision Region: Northeast
    Metropolitan Statistical Area (MSA): Boston, MA-NH (#1120)
    Consolidated Metropolitan Statistical Area (CMSA): Boston-Worcester-Lawrence, MA-NH-ME-CT (#7)
    Combined Statistical Area (CSA): Boston-Worcester-Manchester, MA-RI-NH (#148)
    Core Based Statistical Area (CBSA): Boston-Cambridge-Quincy, MA-NH (#14460)
    CBSA Metro Statistical Area: Boston-Cambridge-Quincy, MA-NH (#14460)
    Core Based Statistical Division: Boston-Quincy, MA (#14484)
  • History of Changes
  • Change in Geographic Region/Area/Territory/Field Office
  • Financial Summary
  • Total assets: $41.6 mil
    Equity capital: $38.3 mil
    Deposits held in domestic offices: $0.5 mil
    Return on assets (ROA): 27.62% ($11.6 mil)
    Quarterly return on assets: 27.98% ($11.8 mil)
    Return on Equity (ROE): 31.08% ($11.8 mil)
    Quarterly return on equity: 32.31% ($12.3 mil)
    Net income: $11.6 mil
    Quarterly Net income: $3.0 mil
    Pretax return on assets: 28.81% ($11,980.4 mil)
    Quarterly Pretax return on assets: 29.12% ($12,109.3 mil)

1992 - 1999 Historical total assets, liabilities and capital ($ mil)

2000 - 2011 Historical total assets, liabilities and capital ($ mil)

Historical Total Incomes ($ mil)

Historical Total Expenses ($ mil)

Historical total employees (full-time equivalent)

Assets and Liabilities (December 31, 2011)

  • Dollar figures in thousands
  • 45Total employees (full-time equivalent)
  • $41,584Total assets
  • $2,422Cash and due from depository institutions
  • $10Interest-bearing balances
  • $4,484Securities
  • $0Federal funds sold & reverse repurchase agreements
  • $23Net loans & leases
  • $2Loan loss allowance
  • $0Trading account assets
  • $147Bank premises and fixed assets
  • $0Other real estate owned
  • $28,517Goodwill and other intangibles
  • $41,584Life insurance assets
  • $5,991All other assets
  • $3,288Total liabilities and capital
  • $500Total liabilities
  • $500Total deposits
  • $500Interest-bearing deposits
  • $50Deposits held in domestic offices
  • 0.00%% insured (estimated)
  • $0Federal funds purchased & repurchase agreements
  • $30Trading liabilities
  • $0Other borrowed funds
  • $2,758Subordinated debt
  • $38,296All other liabilities
  • $38,296Total equity capital
  • $38,296Total bank equity capital
  • $0Perpetual preferred stock
  • $1,000Common stock
  • $32,050Surplus
  • $5,246Undivided profits
  • Memoranda
  • $0Noncurrent loans and leases
  • $0Noncurrent loans that are wholly or partially guaranteed by the U.S. government
  • $0Income earned, not collected on loans
  • $0Earning assets
  • $2Long-term assets (5+ years)
  • $4,517Average Assets, year-to-date
  • $2,024Average Assets, quarterly
  • $42,086Volatile liabilities
  • $43,038Insider loans
  • $9,479FHLB advances
  • $17,558Loans and leases held for sale
  • $0Unused loan commitments
  • $0Tier 1 (core) risk-based capital
  • $9,779Tier 2 risk-based capital
  • $0Total risk weighted assets
  • $0Total unused commitments
  • $0Restructured Loans and leases
  • $0Derivatives

Income and Expense (December 31, 2011)

  • Dollar figures in thousands
  • $81Total interest income
  • $6Total interest expense
  • $75Net interest income
  • $0Provision for loan and lease losses
  • $29,022Total noninterest income
  • $29,022Fiduciary activities
  • $0Service charges on deposit accounts
  • $0Trading account gains & fees
  • $0Additional noninterest income
  • $16,972Total noninterest expense
  • $13,812Salaries and employee benefits
  • $920Premises and equipment expense
  • $2,240Additional noninterest expense
  • $12,125Pre-tax net operating income
  • $0Securities gains (losses)
  • $500Applicable income taxes
  • $11,625Income before extraordinary items
  • $0Extraordinary gains - net
  • $11,625Net income attributable to bank
  • $0Net charge-offs
  • $11,625Cash dividends
  • $0Sale, conversion, retirement of capital stock, net
  • $11,640Net operating income

Performance and Condition Ratios (December 31, 2011)

  • Dollar figures in thousands
  • Performance Ratios (%, annualized)
  • 1.36%Yield on earning assets
  • 0.10%Cost of funding earning assets
  • 1.26%Net interest margin
  • 487.36%Noninterest income to earning assets
  • 285.00%Noninterest expense to earning assets
  • 27.62%Net operating income to assets
  • 27.62%Return on assets (ROA)
  • 28.81%Pretax return on assets
  • 31.08%Return on equity (ROE)
  • -0.04%Retained earnings to average equity (YTD only)
  • 0.00%Net charge-offs to loans
  • 0.00%Credit loss provision to net charge-offs
  • 0.00%Efficiency ratio
  • 58,329Assets per employee
  • 0.92%Cash dividends to net income (YTD only)
  • Condition Ratios (%)
  • 100.13%Loss allowance to loans
  • 8.00%Loss allowance to noncurrent loans
  • 0.00%Noncurrent assets plus other real estate owned to assets
  • 0.00%Noncurrent loans to loans
  • 0.00%Net loans and leases to deposits
  • 4.60%Net loans and leases to core deposits
  • 0.00%Equity capital to assets
  • 92.09%Core capital (leverage) ratio
  • 55.70%Tier 1 risk-based capital ratio
  • 103.16%Total risk-based capital ratio
  • Memoranda
  • $103Average assets
  • $42,086Average earning assets
  • $37,407Average equity
  • $5,955Average loans

Total Fiduciary and Related Assets (December 31, 2011)

  • Dollar figures in thousands
  • $1Total fiduciary and related assets
  • 1Number of Fiduciary Accounts and Related Asset Accounts
  • YesFiduciary powers granted
  • YesFiduciary or related activity
  • $4,568,031Managed Assets
  • 1Number of Accounts
  • $4,550,492Personal trust and agency accounts
  • $383,239Employee benefit-defined contribution accounts
  • $311,929Employee benefit-defined benefit accounts
  • $1,241,498Other retirement accounts
  • $249,421Corporate trust and agency accounts
  • $0Investment management agency accounts
  • $1,566,985Other fiduciary accounts
  • $797,420Fiduciary accounts held in foreign offices
  • $0Non-managed Assets
  • 1966Number of Accounts
  • $0Personal trust and agency accounts
  • $248,674Employee benefit-defined contribution accounts
  • $457,357Employee benefit-defined benefit accounts
  • $17,539Other retirement accounts
  • $337Corporate trust and agency accounts
  • $0Other fiduciary accounts
  • $0Fiduciary accounts held in foreign offices

List of branches

  • 1 Massachusetts Branch as of April 05, 2012
  • NoIDNameAddressEstablishedService TypeMap
    012256Boston Trust & Investment ManagementOne Beacon Street, 33rd Floor, Boston, MA 2108December 14, 1960Full Service Brick and Mortar

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