Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2001-09-13 | J. ATWOOD IVES (born 5/1/36) Nominee for Trustee Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000); KeySpan Corporation (energy related services), Director. |
| 2002-08-15 | J. Atwood Ives Trustee February 1992 2002 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2003-08-18 | J. Atwood Ives Trustee February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2004-08-12 | J. Atwood Ives Trustee and Chair of the Trustees February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2005-02-04 | J. Atwood Ives Trustee and Chair of the Trustees Since February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2007-08-17 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 Private investor; KeySpan Corporation, Director; Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2001-09-13 | J. ATWOOD IVES (born 5/1/36) Nominee for Trustee Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000); KeySpan Corporation (energy related services), Director. |
| 2002-08-15 | J. Atwood Ives Trustee February 1992 2002 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2003-08-18 | J. Atwood Ives Trustee February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2004-08-12 | J. Atwood Ives - Private investor; KeySpan Corporation, Director; Eastern Enterprises, Chairman, Trustee and CEO |
| 2005-02-04 | J. Atwood Ives - Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer |
| 2006-08-18 | J. Atwood Ives; Trustee and Chair of Trustees; Private investor; Eastern Enterprises, Chairman, Trustee and Chief Executive Officer |
| 2007-09-14 | J. Atwood Ives; Trustee and Chair of Trustees; Private investor; Eastern Enterprises (diversified services company), Chairman |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | J. Atwood Ives is a Nominee and Trustee. He serves on the Contracts Review Committee and Nomination and Compensation Committee. |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees June 2007 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 — Private investor |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | J. Atwood Ives is a Nominee and Trustee. He serves on the Contracts Review Committee and Nomination and Compensation Committee. |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees June 2007 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 Private investor; KeySpan Corporation, Director; Contracts Review Committee, Nomination and Compensation Committee, Portfolio Trading and Marketing Review Committee, Services Contracts Committee, Pricing Committee |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | Messrs. Robert E. Butler, David H. Gunning, William R. Gutow, Michael Hegarty, J. Atwood Ives, Robert J. Manning, Lawrence T. Perera, Robert C. Pozen, J. Dale Sherratt and Robert W. Uek, Dr. Lawrence H. Cohn and Ms. Laurie J. Thomsen (each a "Nominee" and collectively, the "Nominees"), each of whom has agreed to serve, have been nominated for election as trustees of each Fund. |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees June 2007 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 — Private investor; KeySpan Corporation (energy related Services), Director (until 2004) |
| Filing Date | Source Excerpt |
|---|---|
| 2001-09-13 | J. ATWOOD IVES (born 5/1/36) Nominee for Trustee Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000); KeySpan Corporation (energy related services), Director. |
| 2002-08-15 | J. Atwood Ives Trustee February 1992 2002 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2003-08-18 | J. Atwood Ives Trustee February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2004-08-12 | J. Atwood Ives Trustee and Chair of the Trustees February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2005-02-04 | J. Atwood Ives (born 05/01/36) Trustee and Chair of the Trustees Since February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2007-08-17 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2008-08-21 | J. Atwood Ives Trustee and Chair February 1992 2011 (born 05/01/36) of Trustees COMMITTEES ... CONTRACTS REVIEW 5 Requests, reviews and considers the All Independent Trustees COMMITTEE information deemed reasonably of the Board (Butler, necessary to evaluate the terms of Cohn, Gunning, Gutow, the investment advisory and Hegarty, Ives, Perera, Sherratt, Thomsen and and the Plan of Distribution under Uek) Rule 12b-1 that the Trust proposes to renew or continue, and to make its recommendations to the full Board of Trustees on these matters. NOMINATION AND 1 Recommends qualified candidates to All Independent Trustees COMPENSATION COMMITTEE the Board in the event that a of the Board (Butler, position is vacated or created. The Cohn, Gunning, Gutow, Committee will consider Hegarty, Ives, Perera, recommendations by shareholders Sherratt, Thomsen and when a vacancy exists. Shareholders Uek) wishing to recommend candidates for Trustee for consideration by the Committee may do so by writing to the Trust's Secretary at the principal executive office of the Trust. Such recommendations must be accompanied by biographical and occupational data on the candidate (including whether the candidate would be an "interested person" of the Trust), a written consent of the candidate to be named as a nominee and to serve as Trustee if elected, record and ownership information for the recommending shareholder with respect to the Trust, and a description of any arrangements or understandings regarding recommendation of the candidate for consideration. The Committee is also responsible for making recommendations to the Board regarding any necessary standards or qualifications for service on the Board. The Committee also reviews and makes recommendations to the Board regarding compensation for the non-interested Trustees. ... TRUSTEE COMPENSATION TABLE ... J. Atwood Ives $12,666 $0 $302,509 ---------- (1) For calendar year 2007. Trustees receiving compensation from the Trust served as Trustee of 98 funds within the MFS Fund Complex (having aggregate net assets at December 31, 2007 of approximately $106 billion). |
| Filing Date | Source Excerpt |
|---|---|
| 2007-05-02 | J. Atwood Ives, Private investor; Nominee Trustee; member of Contracts Review Committee, Nomination and Compensation Committee. |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees June 2007 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 — Private investor |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-27 | J. Atwood Ives $15,000 $6,600 $152,145 |
| 2002-08-15 | J. Atwood Ives Trustee February 1992 2002 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2003-08-18 | J. Atwood Ives Trustee February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2004-08-12 | J. Atwood Ives Trustee and Chair of the Trustees February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2005-02-04 | J. Atwood Ives Trustee and Chair of the Trustees Since February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2006-08-18 | J. Atwood Ives Trustee and Chair of Trustees May 1, 1936 Trustee since February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2007-08-17 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 — Private investor |
| Filing Date | Source Excerpt |
|---|---|
| 2001-08-27 | J. ATWOOD IVES (born 5/1/36) Trustee Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000); KeySpan Corporation (energy related services), Director. |
| 2002-08-15 | J. Atwood Ives Trustee February 1992 2002 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2003-08-18 | J. Atwood Ives Trustee February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2004-08-12 | J. Atwood Ives Trustee and Chair of the Trustees February 1992 2005 Private investor; KeySpan Corporation (energy related services), Director |
| 2005-02-04 | J. Atwood Ives (born 05/01/36) Trustee and Chair of the Trustees Since February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2007-08-17 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2008 Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2008-08-21 | J. Atwood Ives Trustee and Chair of Trustees February 1992 2009(4) and 2011(5) Private investor; Eastern Enterprises (diversified services company), Chairman, Trustee and Chief Executive Officer (until November 2000) |
| 2009-08-26 | J. Atwood Ives(born 05/01/36) Trustee February 1992 — Private investor |
Data sourced from SEC filings. Last updated: 2025-12-06