Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2001-04-12 | S. JOSEPH FORTUNATO Member of the law firm 2,365** 769,240 TRUSTEE SINCE 1989 of Pitney, Hardin, Kipp & Szuch; and director or trustee, as the case may be, of 49 Franklin Templeton funds. Age 68. 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*** ------------------------------------------------------------------------------- S. Joseph Fortunato 2,982 359,629 49 *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. |
| 2002-01-14 | S. JOSEPH FORTUNATO Member of the law firm of Pitney, Hardin, Kipp & Szuch; and director or trustee, as the case may be, of 49 of the investment companies in Franklin Templeton Investments. Age 69. |
| 2003-01-21 | S. JOSEPH FORTUNATO (70) Trustee Since 1989 ... The Fund pays the Independent Trustees $225 per month plus $120 per meeting attended. ... S. Joseph Fortunato 2,921 372,941 46 |
| 2004-01-22 | S. Joseph Fortunato (71) Trustee Since 1989 ... The Fund pays the Independent Trustees $225 per month plus $120 per meeting attended. ... Aggregate Compensation from the Fund: $3,070. |
| 2005-01-27 | S. Joseph Fortunato (72) Trustee Since 1989 ... 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. ... S. Joseph Fortunato $1,584 For the fiscal year ended August 31, 2004. |
| 2006-01-10 | S. Joseph Fortunato (1932) Trustee Since 1989... Attorney... 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... S. Joseph Fortunato $3,500. |
| Filing Date | Source Excerpt |
|---|---|
| 2003-01-14 | S. Joseph Fortunato (70) Director Since 1992 134 None 500 East Broward Blvd. Suite 2100 Fort Lauderdale, FL 33394-3091 Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. ... The Fund currently pays the Independent Directors and Mr. Brady an annual retainer of $2,000 and a fee of $400 per Board meeting attended. |
| 2005-01-20 | S. Joseph Fortunato (72) Trustee Since 1992 143 portfolios overseen; Attorney; Compensation: $6,500 from the Fund for fiscal year ended August 31, 2004. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-04-04 | Principal Occupation During Past 5 Years: Member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2003-04-28 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2004-04-13 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2005-04-11 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch (until 2002) and Consultant (2003). |
| 2006-04-13 | Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch (until 2002) (Consultant (2003)). |
| Filing Date | Source Excerpt |
|---|---|
| 2002-07-15 | S. JOSEPH FORTUNATO (69) Director Since 1992 134 PORTFOLIOS OVERSEEN; Compensation $3,000 |
| 2003-01-14 | S. Joseph Fortunato (70) Trustee Since 1992 134 None Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2004-01-20 | S. Joseph Fortunato (71) Trustee Since 1992 143 None Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2005-01-20 | S. Joseph Fortunato (72) Trustee Since 1992 143 None 500 East Broward Blvd. Suite 2100 Fort Lauderdale, FL 33394-3091 Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2006-01-17 | S. Joseph Fortunato (73) Trustee Since 1992 141 None Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch (until 2002) (Consultant (2003)). Compensation: $3,425. |
| Filing Date | Source Excerpt |
|---|---|
| 2002-01-28 | Member of the law firm of Pitney, Hardin, Kipp & Szuch; and director or trustee, as the case may be, of 49 of the investment companies in Franklin Templeton Investments. |
| 2003-01-14 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2004-01-20 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2005-01-20 | Principal Occupation During Past 5 Years: Attorney; and formerly, member of the law firm of Pitney, Hardin, Kipp & Szuch. |
| 2006-01-17 | Attorney; formerly member of the law firm of Pitney, Hardin, Kipp & Szuch. |
Data sourced from SEC filings. Last updated: 2025-10-11