| 2002-04-03 |
Richard W. Lowry (Age 65) August, 1986 August, 1986 Private Investor since August, 105 None
2004 2004 1987 (formerly Chairman and
Chief Executive Officer, U.S.
Plywood Corporation (building
products manufacturer))
(1) All the Trustees/Directors are members of the Audit Committee except for Mr.
Mayer. |
| 2003-02-28 |
Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) |
| 2004-04-02 |
Richard W. Lowry August, 1986 May, 1994 Private investor since August, 1987 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer)) ... All the Trustees/Directors are members of the Audit Committee except for Mr. Mayer ... Richard W. Lowry......... $18,077.55 $5,822.45 $23,900.00 |
| 2005-03-24 |
Richard W. Lowry August, 1986 May, 1994 Private investor since 106 None
Chairman 2007 2007 (formerly Chairman and Chief Executive Officer, U.S. Plywood Corporation (building products manufacturer))
(1) All the Trustees/Directors are members of the Audit Committee of each Fund except for Mr. Mayer.
The following table shows, for the fiscal year ended December 31, 2004, the
compensation paid by each Fund to each Trustee/Director, the total compensation
paid by both Funds and the Fund Complex to each Trustee/Director.
Richard W. Lowry(2)........... $19,024.33 $6,175.67 $175,900.00
(2) In addition to receiving compensation for their services as
Trustees/Directors of the Funds, Messrs. Lowry, Mayer and Neuhauser received
compensation for services as trustees/directors of several investment
companies consisting of 104 portfolios. |
| 2006-03-17 |
Richard W. Lowry (Born 1936) Trustee; 1986; 2007 Chairman Private investor ... All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Mayer ... Compensation Table ... Richard W. Lowry $32,010 (Growth Fund) + $9,990 (Equity Fund) = $142,500 total. |
| 2006-09-29 |
Richard W. Lowry (Age 70) ... Trustee; 1986; 2007 Chairman ... Director; 1994; 2007 Chairman ... Private investor since August 1987. ... Aggregate Compensation from the Equity Fund $32,010, Growth Fund $9,990, Total Compensation from the Fund Complex $142,500. |
| 2007-03-01 |
Richard W. Lowry (Age 70) Trustee Since 1986, Term expires 2007, Chairman; Director Since 1994, Term Expires 2007, Chairman; Private Investor since August 1987; 2 portfolios overseen; Trustee, Columbia Fund Complex (81 portfolios); All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Equity Fund $45,335.40, from the Growth Fund $14,164.60, Total $59,500.00. |
| 2008-02-29 |
Richard W. Lowry (Age 71) Trustee Since 1986 Term expires 2010 Chairman Director Since 1994; Term Expires 2010 Chairman Private Investor since August 1987 2 portfolios overseen; Trustee, Columbia Fund Complex (81 portfolios). All the Trustees/Directors are members of each Funds Audit Committee except for Mr. Burke. Compensation: $45,149.82 from Equity Fund, $5,850.18 from Growth Fund, total $51,000. |
| 2009-02-27 |
Richard W. Lowry (Age 72) Trustee Since 1986 Term expires 2010 Chairman since 2004 Director Since 1994; Term Expires 2010 Chairman since 2004 Private Investor since August 1987; 2 portfolios overseen; Trustee, Columbia Fund Complex through April 30, 2008. All the Trustees/Directors are members of each Fund's Audit Committee except for Mr. Burke. Compensation: $51,000 total. |
| 2010-02-23 |
Richard W. Lowry (Age 73) Trustee Since 1986 Term expires 2010 Chairman since 2004; Director Since 1994; Chairman since 2004; Private Investor since August 1987; All the Trustees/Directors are members of each Fund’s Audit Committee except for Mr. Burke; Aggregate Compensation from the Fund Complex: $52,000. |
| 2011-04-15 |
Richard W. Lowry (Age 74) Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor Audit Committee member Aggregate Compensation from the Growth Fund $13,107.84 |
| 2012-07-16 |
Richard W. Lowry (Age 75) Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor (since August 1987) Trustee, Liberty All-Star Equity Fund,(since 1994) The Fund has a separately designated Audit Committee. Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of the Fund. The Fund's Audit Committee is composed only of members who are Independent Directors. Director Compensation The following table shows, for the fiscal year ended December 31, 2011, the compensation received from the Fund by the Directors, and the aggregate compensation paid to the Directors for service on the Boards of funds within the Fund Complex. Richard W. Lowry $14,041 Aggregate Compensation from the Growth Fund $54,000 Total Compensation from the Fund Complex. |
| 2013-06-28 |
Richard W. Lowry (Age 77) Trustee Since 1986, Term expires 2013 Chairman since 2004 Director Since 1994; Term Expires 2013 Chairman since 2004 Private Investor since August 1987 2 portfolios overseen None Aggregate Compensation from Equity Fund $43,687, Growth Fund $14,813, Total $58,500 |
| 2014-06-25 |
Richard W. Lowry (Age 78) ... Chairman since 2004 ... Messrs. Benning, Brock, Gaspari, Lowry, Neuhauser and Rantzow (Committee Chairman) are members of the Audit Committee of each Fund ... Aggregate Compensation from the Growth Fund $13,810 |
| 2015-07-06 |
Richard W. Lowry Year of Birth: 1936 Trustee since 1986; Term expires 2016; Chairman since 2004 Director since 1994; Term expires 2016; Chairman since 2004 Private Investor since August 1987 Members of the Audit Committees are John A. Benning, Thomas W. Brock, George R. Gaspari, Richard W. Lowry, John J. Neuhauser and Richard C. Rantzow (Committee Chairman) Compensation: $34,249 from Equity Fund, $10,501 from Growth Fund, total $44,750. |