Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2021-08-13 | Thomas R. Bumbolow became a Trustee of the Fund in 2021. Mr. Bumbolow currently serves as the head of business development at Midwest Holding (MWDT)... The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. |
| 2022-08-05 | The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. Ms. Caldwell currently serves as the Chairperson of the Audit Committee. ... The Nominating Committee currently serves as members of the Nominating Committee: Ms. Caldwell and Messrs. Bumbolow, Goodwin and Desai. Mr. Bumbolow currently serves as the Chairperson of the Nominating Committee. ... For serving on the Board, each Independent Trustee was paid between $3,750 and $5,625 for the fiscal year ended October 31, 2021. Appendix B details the compensation paid to the Trustees by the Fund. ... Appendix B: Trustee Compensation Table shows Thomas Bumbolow was paid $3,750 for the fiscal year ended October 31, 2021. |
| 2023-04-25 | Thomas R. Bumbolow became a Trustee of the Fund in 2021. ... Mr. Bumbolow's qualifications to serve as a Trustee include his numerous years of experience working within the financial and banking sectors, and with the asset management space generally. ... The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. ... The Nominating Committee currently serve as members of the Nominating Committee: Ms. Caldwell and Messrs. Bumbolow, Goodwin and Desai. Mr. Bumbolow currently serves as the Chairperson of the Nominating Committee. ... For serving on the Board, each Independent Trustee was paid between $3,750 and $5,625 for the fiscal year ended October 31, 2022. ... Trustee Compensation Table: Thomas Bumbolow $3,750. |
| 2024-05-21 | Mr. Bumbolow has served as an Independent Trustee on the Board of Trustees of the Fund since January 2021. The Audit Committee currently consists of three (3) Independent Trustees. The following Trustees currently serve as members of the Audit Committee: Ms. Caldwell and Messrs. Bumbolow and Desai. The Nominating Committee currently consists of Ms. Caldwell and Messrs. Bumbolow and Desai. Mr. Bumbolow currently serves as the Chairperson of the Nominating Committee. For serving on the Board, each Independent Trustee is paid a $15,000 annual retainer fee for the fiscal year ended October 31, 2023. |
Data sourced from SEC filings. Last updated: 2025-10-11