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Irwin Union Bank and Trust Company, Fiduciary and Related Services

2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$457,000310
Number of Managed Accounts$398,000278
Number of Non-Managed Accounts$59,000252
Total fiduciary and related assets$249,656,000322
Managed Assets ($)$230,088,000276
Non-managed Assets ($)$19,568,000295
Memoranda
Gross Fiduciary activities income$846,000279
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$460,000309
Number of Managed Accounts$400,000278
Number of Non-Managed Accounts$60,000248
Total fiduciary and related assets$236,377,000326
Managed Assets ($)$210,445,000281
Non-managed Assets ($)$25,932,000287
Memoranda
Gross Fiduciary activities income$445,000273
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$466,000396
Number of Managed Accounts$403,000325
Number of Non-Managed Accounts$63,000485
Total fiduciary and related assets$252,519,000329
Managed Assets ($)$221,078,000291
Non-managed Assets ($)$31,441,000388
Memoranda
Gross Fiduciary activities income$1,817,000281
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$469,000320
Number of Managed Accounts$401,000287
Number of Non-Managed Accounts$68,000254
Total fiduciary and related assets$286,312,000314
Managed Assets ($)$250,576,000280
Non-managed Assets ($)$35,736,000293
Memoranda
Gross Fiduciary activities income$1,405,000283
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$464,000324
Number of Managed Accounts$398,000289
Number of Non-Managed Accounts$66,000262
Total fiduciary and related assets$306,047,000317
Managed Assets ($)$273,337,000274
Non-managed Assets ($)$32,710,000306
Memoranda
Gross Fiduciary activities income$963,000287
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$461,000326
Number of Managed Accounts$393,000295
Number of Non-Managed Accounts$68,000262
Total fiduciary and related assets$298,706,000332
Managed Assets ($)$263,594,000286
Non-managed Assets ($)$35,112,000305
Memoranda
Gross Fiduciary activities income$502,000277
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$463,000399
Number of Managed Accounts$397,000331
Number of Non-Managed Accounts$66,000478
Total fiduciary and related assets$305,689,000329
Managed Assets ($)$269,427,000289
Non-managed Assets ($)$36,262,000408
Memoranda
Gross Fiduciary activities income$1,956,000281
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$470,000313
Number of Managed Accounts$406,000278
Number of Non-Managed Accounts$64,000254
Total fiduciary and related assets$307,554,000327
Managed Assets ($)$275,676,000283
Non-managed Assets ($)$31,878,000299
Memoranda
Gross Fiduciary activities income$1,467,000276
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$472,000314
Number of Managed Accounts$408,000280
Number of Non-Managed Accounts$64,000259
Total fiduciary and related assets$306,509,000332
Managed Assets ($)$277,738,000286
Non-managed Assets ($)$28,771,000314
Memoranda
Gross Fiduciary activities income$989,000277
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$470,000315
Number of Managed Accounts$409,000281
Number of Non-Managed Accounts$61,000268
Total fiduciary and related assets$295,073,000341
Managed Assets ($)$267,539,000289
Non-managed Assets ($)$27,534,000317
Memoranda
Gross Fiduciary activities income$519,000273
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$477,000383
Number of Managed Accounts$415,000314
Number of Non-Managed Accounts$62,000494
Total fiduciary and related assets$288,790,000345
Managed Assets ($)$261,602,000294
Non-managed Assets ($)$27,188,000465
Memoranda
Gross Fiduciary activities income$1,766,000287
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$478,000314
Number of Managed Accounts$418,000277
Number of Non-Managed Accounts$60,000273
Total fiduciary and related assets$276,870,000345
Managed Assets ($)$251,680,000292
Non-managed Assets ($)$25,190,000313
Memoranda
Gross Fiduciary activities income$1,415,000280
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$483,000322
Number of Managed Accounts$431,000278
Number of Non-Managed Accounts$52,000288
Total fiduciary and related assets$268,299,000353
Managed Assets ($)$246,298,000295
Non-managed Assets ($)$22,001,000324
Memoranda
Gross Fiduciary activities income$959,000284
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$497,000317
Number of Managed Accounts$444,000277
Number of Non-Managed Accounts$53,000292
Total fiduciary and related assets$277,084,000344
Managed Assets ($)$255,085,000289
Non-managed Assets ($)$21,999,000328
Memoranda
Gross Fiduciary activities income$490,000280
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$486,000384
Number of Managed Accounts$435,000318
Number of Non-Managed Accounts$51,000572
Total fiduciary and related assets$264,810,000358
Managed Assets ($)$244,722,000299
Non-managed Assets ($)$20,088,000507
Memoranda
Gross Fiduciary activities income$1,963,000275
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$482,000315
Number of Managed Accounts$432,000275
Number of Non-Managed Accounts$50,000292
Total fiduciary and related assets$249,558,000348
Managed Assets ($)$230,291,000291
Non-managed Assets ($)$19,267,000325
Memoranda
Gross Fiduciary activities income$1,494,000266
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$492,000318
Number of Managed Accounts$442,000278
Number of Non-Managed Accounts$50,000296
Total fiduciary and related assets$246,207,000355
Managed Assets ($)$227,349,000296
Non-managed Assets ($)$18,858,000338
Memoranda
Gross Fiduciary activities income$1,008,000265
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$498,000319
Number of Managed Accounts$445,000281
Number of Non-Managed Accounts$53,000295
Total fiduciary and related assets$244,303,000359
Managed Assets ($)$225,856,000297
Non-managed Assets ($)$18,447,000341
Memoranda
Gross Fiduciary activities income$533,000258
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$492,000390
Number of Managed Accounts$442,000313
Number of Non-Managed Accounts$50,000594
Total fiduciary and related assets$263,277,000354
Managed Assets ($)$241,831,000291
Non-managed Assets ($)$21,446,000493
Memoranda
Gross Fiduciary activities income$1,902,000268
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$1,433,000267
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$995,000269
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$518,000262
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$508,000393
Number of Managed Accounts$458,000315
Number of Non-Managed Accounts$50,000615
Total fiduciary and related assets$243,594,000380
Managed Assets ($)$225,468,000310
Non-managed Assets ($)$18,126,000541
Memoranda
Gross Fiduciary activities income$1,817,000275
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$1,349,000291
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$886,000299
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$477,000288
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$543,000389
Number of Managed Accounts$488,000317
Number of Non-Managed Accounts$55,000600
Total fiduciary and related assets$217,798,000395
Managed Assets ($)$196,651,000334
Non-managed Assets ($)$21,147,000491
Memoranda
Gross Fiduciary activities income$1,933,000286
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$620,000331
Number of Managed Accounts$512,000280
Number of Non-Managed Accounts$108,000393
Total fiduciary and related assets$265,044,000346
Managed Assets ($)$234,346,000296
Non-managed Assets ($)$30,698,000421
Memoranda
Gross Fiduciary activities income$2,212,000281
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,285,000270
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,257,000309
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,136,000311
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,180,000310
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,588,000311
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,481,000332
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,315,000339
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,105,000367
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,823,000403