Home > The Beverly National Bank > Fiduciary and Related Services
The Beverly National Bank, Fiduciary and Related Services
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $508,000 | 371 |
| Number of Managed Accounts | $505,000 | 277 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $202,843,000 | 392 |
| Managed Assets ($) | $199,985,000 | 317 |
| Non-managed Assets ($) | $2,858,000 | 842 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 693 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 289 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 297 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 292 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $528,000 | 366 |
| Number of Managed Accounts | $527,000 | 270 |
| Number of Non-Managed Accounts | $1,000 | 1,180 |
| Total fiduciary and related assets | $192,355,000 | 390 |
| Managed Assets ($) | $188,575,000 | 323 |
| Non-managed Assets ($) | $3,780,000 | 765 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 285 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $535,000 | 305 |
| Number of Managed Accounts | $533,000 | 244 |
| Number of Non-Managed Accounts | $2,000 | 410 |
| Total fiduciary and related assets | $218,631,000 | 360 |
| Managed Assets ($) | $214,884,000 | 309 |
| Non-managed Assets ($) | $3,747,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 289 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $536,000 | 311 |
| Number of Managed Accounts | $534,000 | 246 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $229,803,000 | 367 |
| Managed Assets ($) | $226,089,000 | 312 |
| Non-managed Assets ($) | $3,714,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 290 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $540,000 | 308 |
| Number of Managed Accounts | $539,000 | 247 |
| Number of Non-Managed Accounts | $1,000 | 430 |
| Total fiduciary and related assets | $242,082,000 | 371 |
| Managed Assets ($) | $238,369,000 | 313 |
| Non-managed Assets ($) | $3,713,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 287 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $540,000 | 356 |
| Number of Managed Accounts | $539,000 | 265 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $255,877,000 | 368 |
| Managed Assets ($) | $252,229,000 | 304 |
| Non-managed Assets ($) | $3,648,000 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,941,000 | 285 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 284 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 290 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 295 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $552,000 | 349 |
| Number of Managed Accounts | $551,000 | 254 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $244,398,000 | 377 |
| Managed Assets ($) | $240,879,000 | 313 |
| Non-managed Assets ($) | $3,519,000 | 825 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 285 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 291 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 291 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 303 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $559,000 | 350 |
| Number of Managed Accounts | $558,000 | 265 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $235,088,000 | 380 |
| Managed Assets ($) | $231,665,000 | 308 |
| Non-managed Assets ($) | $3,423,000 | 848 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,729,000 | 297 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,302,000 | 291 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $585,000 | 291 |
| Number of Managed Accounts | $584,000 | 240 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $238,078,000 | 358 |
| Managed Assets ($) | $234,720,000 | 294 |
| Non-managed Assets ($) | $3,358,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $889,000 | 288 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $593,000 | 292 |
| Number of Managed Accounts | $592,000 | 233 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $243,100,000 | 362 |
| Managed Assets ($) | $239,773,000 | 288 |
| Non-managed Assets ($) | $3,327,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 300 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $597,000 | 335 |
| Number of Managed Accounts | $596,000 | 241 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $242,468,000 | 372 |
| Managed Assets ($) | $239,171,000 | 292 |
| Non-managed Assets ($) | $3,297,000 | 860 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,707,000 | 283 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $611,000 | 283 |
| Number of Managed Accounts | $610,000 | 224 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $238,039,000 | 359 |
| Managed Assets ($) | $234,776,000 | 286 |
| Non-managed Assets ($) | $3,263,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,239,000 | 291 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $614,000 | 285 |
| Number of Managed Accounts | $613,000 | 225 |
| Number of Non-Managed Accounts | $1,000 | 424 |
| Total fiduciary and related assets | $237,977,000 | 363 |
| Managed Assets ($) | $234,748,000 | 289 |
| Non-managed Assets ($) | $3,229,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 293 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $627,000 | 277 |
| Number of Managed Accounts | $626,000 | 221 |
| Number of Non-Managed Accounts | $1,000 | 431 |
| Total fiduciary and related assets | $237,866,000 | 374 |
| Managed Assets ($) | $234,671,000 | 300 |
| Non-managed Assets ($) | $3,195,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $406,000 | 296 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $638,000 | 329 |
| Number of Managed Accounts | $637,000 | 235 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $229,849,000 | 392 |
| Managed Assets ($) | $226,688,000 | 307 |
| Non-managed Assets ($) | $3,161,000 | 896 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 304 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $642,000 | 289 |
| Number of Managed Accounts | $641,000 | 221 |
| Number of Non-Managed Accounts | $1,000 | 434 |
| Total fiduciary and related assets | $218,846,000 | 372 |
| Managed Assets ($) | $215,725,000 | 302 |
| Non-managed Assets ($) | $3,121,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,000 | 316 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $639,000 | 296 |
| Number of Managed Accounts | $638,000 | 226 |
| Number of Non-Managed Accounts | $1,000 | 440 |
| Total fiduciary and related assets | $216,277,000 | 374 |
| Managed Assets ($) | $216,239,000 | 307 |
| Non-managed Assets ($) | $38,000 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $769,000 | 320 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $649,000 | 295 |
| Number of Managed Accounts | $648,000 | 233 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $201,619,000 | 385 |
| Managed Assets ($) | $201,581,000 | 313 |
| Non-managed Assets ($) | $38,000 | 456 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 334 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $659,000 | 334 |
| Number of Managed Accounts | $658,000 | 248 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $203,489,000 | 411 |
| Managed Assets ($) | $203,451,000 | 327 |
| Non-managed Assets ($) | $38,000 | 1,407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 322 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $688,000 | 313 |
| Number of Managed Accounts | $687,000 | 228 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $226,872,000 | 374 |
| Managed Assets ($) | $226,833,000 | 304 |
| Non-managed Assets ($) | $39,000 | 1,331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 318 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,610,000 | 328 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,404,000 | 381 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 412 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,108,000 | 437 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 547 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 550 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 587 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 620 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $627,000 | 691 |