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          <FormAndInfoAndMaterialsTxt>THE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE.</FormAndInfoAndMaterialsTxt>
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        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc3">
      <AccountingFeesDetail>
        <CategoryTxt>ACCOUNTING FEES</CategoryTxt>
        <Amt>2163</Amt>
        <NetInvestmentIncomeAmt>2163</NetInvestmentIncomeAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc4">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>INVESTMENT SALES</AssetDesc>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <GrossSalesPriceAmt>729567</GrossSalesPriceAmt>
        <BasisAmt>544694</BasisAmt>
        <TotalNetAmt>184873</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpStockSchedule documentId="RetDoc5">
      <InvestmentsCorporateStockGrp>
        <StockNm>MORGAN STANLEY SMITH BARNEY</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UBS FINANCIAL - 2653</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>RAYMOND JAMES - 5962</StockNm>
        <EOYBookValueAmt>1086425</EOYBookValueAmt>
        <EOYFMVAmt>1189999</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>RAYMOND JAMES - 5936</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>US TRUST</StockNm>
        <EOYBookValueAmt>844129</EOYBookValueAmt>
        <EOYFMVAmt>901548</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MORGAN STANLEY 109602</StockNm>
        <EOYBookValueAmt>933219</EOYBookValueAmt>
        <EOYFMVAmt>1889440</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <OtherExpensesSchedule documentId="RetDoc6">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>OFFICE EXPENSES</Desc>
        <RevenueAndExpensesPerBooksAmt>520</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>520</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc7">
      <OtherIncomeDetail>
        <Desc>OTHER REVENUE</Desc>
        <RevenueAndExpensesPerBooksAmt>5054</RevenueAndExpensesPerBooksAmt>
        <AdjustedNetIncomeAmt>5054</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc8">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>INVESTMENT MANAGEMENT FEES</CategoryTxt>
        <Amt>47806</Amt>
        <NetInvestmentIncomeAmt>47806</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc9">
      <TaxesDetail>
        <CategoryTxt>TAXES</CategoryTxt>
        <Amt>652</Amt>
        <NetInvestmentIncomeAmt>652</NetInvestmentIncomeAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>