EDWIN J. GARN

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Invesco Municipal Income Opportunities Trust

Filing Date Source Excerpt
2001-11-07 EDWIN JACOB (JAKE) GARN, Trustee/Director since January 1993*; age 69; Director or Trustee of the Morgan Stanley Funds and the TCW/DW Term Trusts; formerly United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986); formerly Mayor of Salt Lake City, Utah (1971-1974); formerly Astronaut, Space Shuttle Discovery (April 12-19, 1985); formerly Vice Chairman, Huntsman Corporation (chemical company) (1993-1999); Director of Franklin Covey (time management systems), BMW Bank of North America, Inc. (industrial loan corporation), United Space Alliance (joint venture between Lockheed Martin and the Boeing Company) and Nuskin Asia Pacific (multilevel marketing); member of the Utah Regional Advisory Board of Pacific Corp.; member of the board of various civic and charitable organizations.
2002-11-12 Edwin J. Garn (70) Director or Trustee of the Morgan Stanley Funds and TCW/DW Term Trusts; formerly United States Senator (R-Utah)(1974-1992) and Chairman, Senate Banking Committee (1980-1986); formerly Mayor of Salt Lake City, Utah (1971-1974); formerly Astronaut, Space Shuttle Discovery (April 12-19, 1985); Vice Chairman, Huntsman Corporation (chemical company); member of the Utah Regional Advisory Board of Pacific Corp.
2003-11-13 Edwin J. Garn (71) Trustee/Director Since January 1993; Independent Trustee/Director; Director of Franklin Covey and other organizations; Compensation: $159,650 for services to the Morgan Stanley Fund Complex; Committees: Audit Committee, Governance Committee.
2004-11-12 Edwin J. Garn (72) Trustee/Director Since January 1993 Managing Director of Summit Ventures LLC; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp., formerly United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). Member of the Audit Committee. Member of the Governance Committee. The current Chairman of the Audit Committees of all of the Funds is Dr. Manuel H. Johnson. The members of the Audit Committee of each Fund are currently Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Dr. Manuel H. Johnson, Joseph J. Kearns, Michael E. Nugent and Fergus Reid. The members of the Governance Committee of each Fund are currently Michael Bozic, Edwin J. Garn and Fergus Reid.
2005-11-14 Edwin J. Garn (73) Trustee/ Director Since January 1993 Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp. (Utility Company); formerly Managing Director of Summit Ventures LLC (Lobbying and Consulting Firm) (2000-2004); United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). Seven of the current nine Trustees/Directors (Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Manuel H. Johnson, Joseph J. Kearns, Michael E. Nugent and Fergus Reid) are "Independent Trustees" or "Independent Directors"... All of the Independent Trustees/Directors serve as members of the Audit Committee... The members of the Audit Committee of each Fund are currently Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Dr. Manuel H. Johnson, Joseph J. Kearns, Michael E. Nugent and Fergus Reid... The members of the Governance Committee of each Fund are currently Michael Bozic, Edwin J. Garn and Fergus Reid, each of whom is an Independent Trustee/Director... The following table shows aggregate compensation payable to each Fund's Trustees/Directors... Edwin J. Garn... $178,000.
2006-11-15 Edwin J. Garn (74)... Nominee/Trustee/Director... Member of the Governance Committee... The members of the Investment Committee are Edwin Garn... Member of the Fixed-Income Sub-Committee of the Investment Committee... Total Compensation from the Fund: 213 (ICB), 189 (OIA)... Total Compensation from the Fund Complex: $178,000.

Invesco Quality Municipal Income Trust

Filing Date Source Excerpt
2002-08-28 Edwin J. Garn (69) Trustee Trustee since January 1993 ... Edwin J. Garn ................. 1,600 680 10 60.44 909 ... Edwin J. Garn ................. 10 60.44 33,443 49,121 ... Edwin J. Garn ................. 150,150
2003-09-12 Edwin J. Garn (70) Director or Trustee of the Retail Funds and TCW/DW Term Trust 2003 (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp., formerly United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). Edwin J. Garn received $159,650 in total cash compensation for services to the Morgan Stanley Fund Complex.
2004-09-14 Edwin J. Garn (71) Trustee Since January 1993... Member of the Audit Committee... Member of the Governance Committee... Cash compensation from Fund Complex: $164,400.
2005-09-21 Edwin J. Garn (72) Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp.; formerly Managing Director of Summit Ventures LLC (2000-2004); United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation. Edwin J. Garn receives an annual retainer fee of $168,000 plus $2,000 for attending each of the six meetings, totaling $180,000, plus additional fees as a member of the Audit and Governance Committees, totaling $178,000 in 2004.
2006-09-13 Edwin J. Garn (73) 1031 N. Chartwell Court Salt Lake City, UT 84103 Nominee/Trustee SinceJanuary1993 Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp. (utility company); formerly Managing Director of Summit Ventures LLC (lobbying and consulting firm) (2000-2004); United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company).

Invesco Value Municipal Income Trust

Filing Date Source Excerpt
2002-08-28 Edwin J. Garn (69) Trustee Trustee since January 1993 All of the Independent Trustees serve as members of the Audit Committee. In addition, six of the Trustees, including all of the Independent Trustees, also serve as members of the Derivatives Committee. Each Trust pays each Independent Trustee an annual fee of $800 plus a per meeting fee of $50 for meetings of the Board of Trustees, the Independent Trustees or Committees of the Board attended by the Trustee. Edwin J. Garn ................. 1,600 680 10 60.44 909
2003-09-12 Edwin J. Garn (70) Director or Trustee of the Retail Funds and TCW/DW Term Trust 2003 (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp., formerly United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). Compensation: $159,650.
2004-09-14 Edwin J. Garn (71) Trustee Since January 1993... Member of the Audit Committee... Member of the Governance Committee... Cash compensation from Fund Complex: $164,400.
2005-09-21 Edwin J. Garn (72) Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp. (utility company); formerly Managing Director of Summit Ventures LLC (lobbying and consulting firm) (2000-2004); United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). Each Independent Trustee receives an annual retainer fee of $168,000 for serving the Retail Funds and Institutional Funds. In addition, each Independent Trustee receives $2,000 for attending each of the four quarterly board meetings and two performance meetings that occur each year, so that an Independent Trustee who attended all six meetings would receive total compensation of $180,000 for serving the Trusts. The Chairman of the Audit Committee receives an additional annual retainer fee of $60,000. Other Committee Chairmen and the Deputy Chairman of the Audit Committee receive an additional annual retainer fee of $30,000. The aggregate compensation paid to each Independent Trustee is paid by the Retail Funds and Institutional Funds, and is allocated on a pro rata basis among each of the operational funds/portfolios of the Retail Funds and Institutional Funds based on the relative net assets of each of the funds/portfolios. Edwin J. Garn is a member of the Audit Committee and the Governance Committee.
2006-09-13 Edwin J. Garn (73) ... Nominee/Trustee ... Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003) ... member of the Utah Regional Advisory Board of Pacific Corp. ... member of the Audit Committee ... member of the Governance Committee ... Total compensation from the Fund Complex 178,000.

MORGAN STANLEY EMERGING MARKETS DEBT FUND INC

Filing Date Source Excerpt
2003-04-21 Edwin J. Garn (70) Nominee for Class II Director of each of the Funds
2004-05-13 Edwin J. Garn (71) - Class II Director of each of the Funds (except IIF) - Since 2003 - Director or Trustee of the Retail Funds (since January 1993) and various U.S. registered investment companies managed by MSIM (since July 2003); formerly United States Senator (R-Utah) (1974-1992), Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985) and Vice Chairman, Huntsman Corporation (chemical company). Total Compensation: $164,400. Committees: Audit Committee, Governance Committee.
2005-05-19 Edwin J. Garn (72) Class II Director of each of the Funds (except IIF) Since 2003 Consultant; Director or Trustee of the Retail Funds (since January 1993) and various U.S. registered investment companies managed by MSIM (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp.; formerly Managing Director of Summit Ventures LLC (2000-2004); United States Senator (R-Utah) (1974-1992) and Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985), and Vice Chairman, Huntsman Corporation (chemical company).
2006-05-18 Edwin J. Garn† (73) 1031 North Chartwell Court Salt Lake City, UT 84103 Class II Director of each of the Funds (except IIF) Since 2003 Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); member of the Utah Regional Advisory Board of Pacific Corp. (utility company); formerly Managing Director of Summit Ventures LLC (lobbying and consulting firm) (2000 to 2004); United States Senator (R-Utah) (1974 to 1992) and Chairman, Senate Banking Committee (1980 to 1986), Mayor of Salt Lake City, Utah (1971 to 1974), Astronaut, Space Shuttle Discovery (April 12 to 19, 1985), and Vice Chairman, Huntsman Corporation (chemical company). The members of the Audit Committee of each Fund other than IIF are currently Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Dr. Manuel H. Johnson, Joseph J. Kearns, Michael Nugent and Fergus Reid. The members of the Governance Committee of each Fund other than IIF are currently Michael Bozic, Edwin J. Garn and Fergus Reid, each of whom is an Independent Director. Edwin J. Garn received $178,000 in compensation.

MORGAN STANLEY INDIA INVESTMENT FUND, INC.

Filing Date Source Excerpt
2004-05-13 Edwin J. Garn - Class II Director of each of the Funds (except IIF) - Since 2003 - Director or Trustee of the Retail Funds (since January 1993) and various U.S. registered investment companies managed by MSIM (since July 2003); formerly United States Senator (R-Utah) (1974-1992), Chairman, Senate Banking Committee (1980-1986), Mayor of Salt Lake City, Utah (1971-1974), Astronaut, Space Shuttle Discovery (April 12-19, 1985) and Vice Chairman, Huntsman Corporation (chemical company). Total Compensation: $164,400.
2005-05-19 Edwin J. Garn (72) Class II Director of each of the Funds (except IIF) Since 2003 ... Total Compensation ... $178,000
2006-05-18 Edwin J. Garn† (73) 1031 North Chartwell Court Salt Lake City, UT 84103 Class II Director of each of the Funds (except IIF) Since 2003 Consultant; Director or Trustee of the Retail Funds (since January 1993) and the Institutional Funds (since July 2003); The members of the Audit Committee of each Fund other than IIF are currently Michael Bozic, Edwin J. Garn, Wayne E. Hedien, Dr. Manuel H. Johnson, Joseph J. Kearns, Michael Nugent and Fergus Reid. The members of the Governance Committee of each Fund other than IIF are currently Michael Bozic, Edwin J. Garn and Fergus Reid, each of whom is an Independent Director. Total Compensation from Funds and Fund Complex Paid to Directors: $178,000.

Data sourced from SEC filings. Last updated: 2026-02-03