Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2004-08-16 | PRINCIPAL OCCUPATION DURING PAST 5 YEARS: Senior Member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS); and FORMERLY, member and Chairman of the Board, Sutter Community Hospitals; member, Corporate Board, Blue Shield of California; and Chief Counsel, California Department of Transportation. |
| 2005-08-24 | Vice President, senior member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS); and formerly, member and Chairman of the Board, Sutter Community Hospitals; member, Corporate Board, Blue Shield of California; and Chief Counsel, California Department of Transportation. |
| 2007-08-16 | Vice President, senior member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS); and FORMERLY, member and Chairman of the Board, Sutter Community Hospitals; member, Corporate Board, Blue Shield of California; and Chief Counsel, California Department of Transportation. |
| 2008-08-12 | PRINCIPAL OCCUPATION DURING PAST 5 YEARS: Retired; and FORMERLY, Vice President, senior member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS) (1971-January 2008); member and Chairman of the Board, Sutter Community Hospitals; member, Corporate Board, Blue Shield of California; and Chief Counsel, California Department of Transportation. |
| Filing Date | Source Excerpt |
|---|---|
| 2001-04-12 | ROBERT F. CARLSON Vice President and past None 133,177 TRUSTEE SINCE 2000 President, Board of Administration, California Public Employees Retirement Systems (CALPERS); director or trustee, as the case may be, of 11 Franklin Templeton funds; and FORMERLY, member and Chairman of the Board, Sutter Community Hospitals, member, Corporate Board, Blue Shield of California, and Chief Counsel, California Department of Transportation. Age 73. The Board has a standing Audit Committee consisting of Messrs. Abbott, Carlson and LaHaye, all of whom are Independent Trustees and considered to be "independent" as that term is defined by the NYSE's listing standards. Mr. Carlson was appointed to the Audit Committee by the Board on May 16, 2000 when the Board approved a recommendation from the Audit Committee to increase the size of the Committee. NUMBER OF BOARDS WITHIN TOTAL FEES THE FRANKLIN AGGREGATE RECEIVED FROM TEMPLETON FUNDS COMPENSATION THE FRANKLIN ON WHICH FROM THE TEMPLETON TRUSTEE NAME OF TRUSTEE FUND* FUNDS** SERVES*** ------------------------------------------------------------------------------- Robert F. Carlson**** 795 90,815 11 *For the fiscal year ended August 31, 2000. **For the calendar year ended December 31, 2000. ***We base the number of boards on the number of registered Franklin Templeton funds. This number does not include the total number of series or funds within each investment company for which the Board members are responsible. The Franklin Templeton funds currently includes 52 registered investment companies, with approximately 156 U.S. based funds or series. The table above indicates the total fees paid to Trustees by the Fund individually and all of the Franklin Templeton funds. |
| 2002-01-14 | ROBERT F. CARLSON Vice President and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS); director or trustee, as the case may be, of 12 of the investment companies in Franklin Templeton Investments; and formerly, member and Chairman of the Board, Sutter Community Hospitals, member, Corporate Board, Blue Shield of California, and Chief Counsel, California Department of Transportation. Age 73. |
| 2003-01-21 | ROBERT F. CARLSON (74) Trustee Since 2000 ... The Fund pays the Independent Trustees $225 per month plus $120 per meeting attended. ... During the fiscal year ended August 31, 2002, there were 10 meetings of the Board and two meetings of the Audit Committee. ... Robert F. Carlson 3,900 95,070 12 |
| 2004-01-22 | Robert F. Carlson (75) Trustee Since 2000 ... The Fund pays the Independent Trustees $225 per month plus $120 per meeting attended. ... Aggregate Compensation from the Fund: $4,058. |
| 2005-01-27 | Robert F. Carlson (76) Trustee Since 2000 ... The Board has a standing Audit Committee consisting of Messrs. LaHaye (Chairman), Fortunato, and Carlson, all of whom are Independent Trustees ... The Fund pays the Independent Trustees $85 per month plus $80 per meeting attended. Board members who serve on the Audit Committee of the Fund and other Franklin Templeton funds are paid a flat fee of $2,000 per Audit Committee meeting attended, a portion of which is allocated to the Fund. ... Robert F. Carlson $4,260 For the fiscal year ended August 31, 2004. |
| 2006-01-10 | Robert F. Carlson (1928) Trustee Since 2000... Vice President, senior member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS)... The Board has a standing Audit Committee currently consisting of Messrs. LaHaye (Chairman), Fortunato, and Carlson, all of whom are Independent Trustees... The Fund pays the Independent Trustees $305 per quarter plus $100 per meeting attended... Robert F. Carlson $4,152. |
| 2007-01-29 | Robert F. Carlson (1928) Trustee Since 2000 PRINCIPAL OCCUPATION DURING PAST 5 YEARS: Vice President, senior member and past President, Board of Administration, California Public Employees Retirement Systems (CALPERS); and FORMERLY, member and Chairman of the Board, Sutter Community Hospitals; member, Corporate Board, Blue Shield of California; and Chief Counsel, California Department of Transportation. The Fund pays the Independent Trustees $305 per quarter plus $100 per meeting attended, effective as of April 1, 2005. The following table indicates the aggregate compensation paid to the Independent Trustees by the Fund individually and by all of the funds in Franklin Templeton Investments. Robert F. Carlson $2,139 from the Fund for the fiscal year ended August 31, 2006. |
| 2008-02-05 | Robert F. Carlson (1928) Trustee Since 2000... The Board has a Nominating Committee consisting of... Robert F. Carlson... The Board has a standing Audit Committee currently consisting of Messrs. Wilson (Chairman), Carlson and LaHaye, all of whom are Independent Trustees... The Fund's Independent Trustees constitute the sole Independent Trustees of 28 funds in the Franklin Templeton Investments fund complex, for which each Independent Trustee currently is paid a $232,000 annual retainer... The following table indicates the aggregate compensation paid to the Independent Trustees by the Fund individually and by all of the funds in Franklin Templeton Investments... Robert F. Carlson $3,882 from the Fund, $264,576 from Franklin Templeton Investments. |
| 2009-02-23 | Robert F. Carlson (1928) Trustee Since 2000... The Board has a standing Audit Committee currently consisting of Messrs. Wilson (Chairman), Carlson and LaHaye, all of whom are Independent Trustees... Robert F. Carlson $5,349. |
Data sourced from SEC filings. Last updated: 2026-02-03