Home > The Belvidere National Bank and Trust Company > Fiduciary and Related Services
The Belvidere National Bank and Trust Company, Fiduciary and Related Services
| 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 | $1,033,000 | 209 |
| Number of Managed Accounts | $919,000 | 173 |
| Number of Non-Managed Accounts | $114,000 | 216 |
| Total fiduciary and related assets | $454,444,000 | 268 |
| Managed Assets ($) | $355,053,000 | 237 |
| Non-managed Assets ($) | $99,391,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 190 |
| 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 | $1,037,000 | 211 |
| Number of Managed Accounts | $920,000 | 171 |
| Number of Non-Managed Accounts | $117,000 | 212 |
| Total fiduciary and related assets | $459,405,000 | 274 |
| Managed Assets ($) | $357,067,000 | 240 |
| Non-managed Assets ($) | $102,338,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 193 |
| 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 | $1,047,000 | 213 |
| Number of Managed Accounts | $930,000 | 171 |
| Number of Non-Managed Accounts | $117,000 | 327 |
| Total fiduciary and related assets | $473,546,000 | 274 |
| Managed Assets ($) | $367,417,000 | 242 |
| Non-managed Assets ($) | $106,129,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,874,000 | 185 |
| 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 | $1,057,000 | 195 |
| Number of Managed Accounts | $938,000 | 163 |
| Number of Non-Managed Accounts | $119,000 | 205 |
| Total fiduciary and related assets | $478,074,000 | 271 |
| Managed Assets ($) | $364,321,000 | 242 |
| Non-managed Assets ($) | $113,753,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,859,000 | 184 |
| 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 | $1,047,000 | 196 |
| Number of Managed Accounts | $924,000 | 164 |
| Number of Non-Managed Accounts | $123,000 | 211 |
| Total fiduciary and related assets | $442,218,000 | 291 |
| Managed Assets ($) | $332,615,000 | 258 |
| Non-managed Assets ($) | $109,603,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 189 |
| 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 | $1,013,000 | 199 |
| Number of Managed Accounts | $890,000 | 167 |
| Number of Non-Managed Accounts | $123,000 | 213 |
| Total fiduciary and related assets | $437,186,000 | 285 |
| Managed Assets ($) | $320,924,000 | 259 |
| Non-managed Assets ($) | $116,262,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 187 |
| 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 | $976,000 | 222 |
| Number of Managed Accounts | $856,000 | 183 |
| Number of Non-Managed Accounts | $120,000 | 325 |
| Total fiduciary and related assets | $436,468,000 | 279 |
| Managed Assets ($) | $317,346,000 | 263 |
| Non-managed Assets ($) | $119,122,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,535,000 | 185 |
| 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 | $963,000 | 206 |
| Number of Managed Accounts | $840,000 | 186 |
| Number of Non-Managed Accounts | $123,000 | 218 |
| Total fiduciary and related assets | $435,062,000 | 281 |
| Managed Assets ($) | $299,021,000 | 272 |
| Non-managed Assets ($) | $136,041,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,641,000 | 191 |
| 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 | $973,000 | 212 |
| Number of Managed Accounts | $845,000 | 191 |
| Number of Non-Managed Accounts | $128,000 | 223 |
| Total fiduciary and related assets | $438,609,000 | 282 |
| Managed Assets ($) | $293,236,000 | 274 |
| Non-managed Assets ($) | $145,373,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,771,000 | 197 |
| 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 | $993,000 | 210 |
| Number of Managed Accounts | $862,000 | 184 |
| Number of Non-Managed Accounts | $131,000 | 224 |
| Total fiduciary and related assets | $443,580,000 | 283 |
| Managed Assets ($) | $291,960,000 | 273 |
| Non-managed Assets ($) | $151,620,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 198 |
| 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 | $991,000 | 227 |
| Number of Managed Accounts | $848,000 | 190 |
| Number of Non-Managed Accounts | $143,000 | 308 |
| Total fiduciary and related assets | $436,558,000 | 281 |
| Managed Assets ($) | $282,838,000 | 278 |
| Non-managed Assets ($) | $153,720,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,290,000 | 196 |
| 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 | $987,000 | 199 |
| Number of Managed Accounts | $835,000 | 182 |
| Number of Non-Managed Accounts | $152,000 | 210 |
| Total fiduciary and related assets | $427,636,000 | 276 |
| Managed Assets ($) | $270,792,000 | 277 |
| Non-managed Assets ($) | $156,844,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,430,000 | 194 |
| 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 | $990,000 | 202 |
| Number of Managed Accounts | $844,000 | 180 |
| Number of Non-Managed Accounts | $146,000 | 216 |
| Total fiduciary and related assets | $420,851,000 | 273 |
| Managed Assets ($) | $337,038,000 | 240 |
| Non-managed Assets ($) | $83,813,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 201 |
| 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 | $1,015,000 | 198 |
| Number of Managed Accounts | $868,000 | 176 |
| Number of Non-Managed Accounts | $147,000 | 217 |
| Total fiduciary and related assets | $356,675,000 | 299 |
| Managed Assets ($) | $273,841,000 | 275 |
| Non-managed Assets ($) | $82,834,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 204 |
| 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 | $972,000 | 224 |
| Number of Managed Accounts | $826,000 | 187 |
| Number of Non-Managed Accounts | $146,000 | 315 |
| Total fiduciary and related assets | $346,658,000 | 304 |
| Managed Assets ($) | $263,710,000 | 281 |
| Non-managed Assets ($) | $82,948,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,988,000 | 203 |
| 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 | $958,000 | 208 |
| Number of Managed Accounts | $814,000 | 185 |
| Number of Non-Managed Accounts | $144,000 | 226 |
| Total fiduciary and related assets | $331,314,000 | 301 |
| Managed Assets ($) | $253,922,000 | 277 |
| Non-managed Assets ($) | $77,392,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,217,000 | 208 |
| 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 | $963,000 | 210 |
| Number of Managed Accounts | $811,000 | 185 |
| Number of Non-Managed Accounts | $152,000 | 226 |
| Total fiduciary and related assets | $332,706,000 | 301 |
| Managed Assets ($) | $256,486,000 | 274 |
| Non-managed Assets ($) | $76,220,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 209 |
| 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 | $952,000 | 213 |
| Number of Managed Accounts | $808,000 | 186 |
| Number of Non-Managed Accounts | $144,000 | 228 |
| Total fiduciary and related assets | $322,577,000 | 313 |
| Managed Assets ($) | $246,569,000 | 289 |
| Non-managed Assets ($) | $76,008,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 216 |
| 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 | $900,000 | 253 |
| Number of Managed Accounts | $761,000 | 203 |
| Number of Non-Managed Accounts | $139,000 | 344 |
| Total fiduciary and related assets | $304,465,000 | 334 |
| Managed Assets ($) | $231,104,000 | 304 |
| Non-managed Assets ($) | $73,361,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,559,000 | 225 |
| 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 | $893,000 | 238 |
| Number of Managed Accounts | $754,000 | 201 |
| Number of Non-Managed Accounts | $139,000 | 244 |
| Total fiduciary and related assets | $285,010,000 | 339 |
| Managed Assets ($) | $218,169,000 | 301 |
| Non-managed Assets ($) | $66,841,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,883,000 | 233 |
| 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 | $899,000 | 245 |
| Number of Managed Accounts | $753,000 | 205 |
| Number of Non-Managed Accounts | $146,000 | 246 |
| Total fiduciary and related assets | $279,778,000 | 345 |
| Managed Assets ($) | $214,795,000 | 308 |
| Non-managed Assets ($) | $64,983,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 240 |
| 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 | $895,000 | 248 |
| Number of Managed Accounts | $814,000 | 198 |
| Number of Non-Managed Accounts | $81,000 | 299 |
| Total fiduciary and related assets | $266,079,000 | 354 |
| Managed Assets ($) | $222,132,000 | 297 |
| Non-managed Assets ($) | $43,947,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $577,000 | 260 |
| 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 | $917,000 | 270 |
| Number of Managed Accounts | $814,000 | 211 |
| Number of Non-Managed Accounts | $103,000 | 419 |
| Total fiduciary and related assets | $277,744,000 | 348 |
| Managed Assets ($) | $216,913,000 | 305 |
| Non-managed Assets ($) | $60,831,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 243 |
| 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 | $858,000 | 259 |
| Number of Managed Accounts | $759,000 | 204 |
| Number of Non-Managed Accounts | $99,000 | 411 |
| Total fiduciary and related assets | $279,716,000 | 336 |
| Managed Assets ($) | $227,851,000 | 302 |
| Non-managed Assets ($) | $51,865,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,391,000 | 265 |
| 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 | $2,151,000 | 279 |
| 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 | $1,963,000 | 335 |
| 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 | $1,541,000 | 368 |
| 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 | $1,222,000 | 416 |
| 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 | $1,085,000 | 483 |
| 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 | $960,000 | 539 |
| 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 | $797,000 | 584 |
| 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 | $741,000 | 633 |
| 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 | $636,000 | 686 |